Search found 34732 matches

by dan_s
Mon May 13, 2024 11:47 am
Forum: Picks and tips from the EP community
Topic: Granite Ridge Resources (GRNT) Valuation Update - Jan 31
Replies: 0
Views: 9

Granite Ridge Resources (GRNT) Valuation Update - Jan 31

At the time of this post GRNT was trading at $6.20. Dividend yield is 7.1%. I have updated my forecast/valuation model for their Q1 results and updated guidance. My valuation increases by $0.10 to $9.00/share. My updated forecast has been posted to the EPG website. I'm gaining more confidence in my ...
by dan_s
Mon May 13, 2024 10:15 am
Forum: The View from Houston
Topic: Declining differentials are boosting Canadian oil revenues
Replies: 0
Views: 39

Declining differentials are boosting Canadian oil revenues

Completion of the Trans Mountain Pipeline has caused oil price differentials to decline in Western Canada. Notes below are from Surge Energy (SGY.TO), one of the companies in our Small-Cap Growth Portfolio. "During Q1/24, Western Canadian oil producers were significantly impacted by wide crude ...
by dan_s
Mon May 13, 2024 9:21 am
Forum: The View from Houston
Topic: Oil Price: OPEC and IEA monthly reports this week
Replies: 0
Views: 26

Oil Price: OPEC and IEA monthly reports this week

Trading Economics: > WTI crude futures went up above $79 per barrel on Monday morning, with oil traders eagerly anticipating market insights from OPEC on global balances, demand forecasts, and supply dynamics in their upcoming report on Tuesday. > Additionally, the International Energy Agency is se...
by dan_s
Mon May 13, 2024 8:58 am
Forum: The View from Houston
Topic: May 15th Webinar
Replies: 1
Views: 22

Re: May 15th Webinar

At the time of this post AMX.V was trading at $1.73Cdn. First Call's price target is $3.50Cdn. Amex press release dated April 24 Amex Exploration Inc. (TSXV: AMX) (FSE: MX0) (OTCQX: AMXEF) ("Amex or the Company") is pleased to announce that after continuing to advance its geological unders...
by dan_s
Mon May 13, 2024 8:51 am
Forum: The View from Houston
Topic: May 15th Webinar
Replies: 1
Views: 22

May 15th Webinar

EPG Webinar to be Hosted by Amex Exploration May 15, 2024 09:00 AM CT / 10:00 AM ET Description: This will be a LIVE webinar with Aaron Stone, VP-Exploration of Amex Exploration (AMX.V and AMXEF on the OTC). Registration is required. More about Amex Exploration: Amex Exploration Inc. is a junior gol...
by dan_s
Sun May 12, 2024 2:17 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KGEI) Update - May 8
Replies: 0
Views: 53

Kolibri Global Energy (KGEI) Update - May 8

KOLIBRI GLOBAL ENERGY INC. PROVIDES FIRST QUARTER 2024 EARNINGS RELEASE DATE, CONFERENCE CALL, AND NICKEL HILL WELLS UPDATE Thousand Oaks, CALIFORNIA, May 8, 2024 – Kolibri Global Energy Inc. (the “Company” or “KEI”) (TSX: KEI, NASDAQ: KGEI) is pleased to provide an operations update for its Tishomi...
by dan_s
Sun May 12, 2024 12:51 pm
Forum: The View from Houston
Topic: Oil Supply Risk
Replies: 1
Views: 93

Oil Supply Risk

Comments below are from Art Berman --------------------------------------------------- Recent geopolitical events in the Middle East create uncertainty about the crucial flow of oil, LNG and materials through the Red Sea-Suez Canal and the Persian Gulf-Strait of Hormuz. “The biggest choke-point of c...
by dan_s
Sat May 11, 2024 2:08 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - May 11
Replies: 0
Views: 161

Sweet 16 Update - May 11

All 16 companies have now released Q1 results and updated guidance. All 16 companies generated solid Q1 Adjusted Net Income, after you back out the non-cash mark-to-market adjustments on their hedges. < The most misleading SEC/GAAP accounting rule ever dreamed up. Our focus is on production volumes,...
by dan_s
Sat May 11, 2024 12:37 pm
Forum: Sweet 16 Portfolio
Topic: Read this if you own SilverBow Resources (SBOW) - May 11
Replies: 0
Views: 108

Read this if you own SilverBow Resources (SBOW) - May 11

The article at the link below is a good summary of what's going on at SilverBow. ------------------------------- "It is an election year, and the battle is on. SilverBow Resources, a publicly traded oil and gas company operating in South Texas’ Eagle Ford shale, is wrapped up in a big conflict ...
by dan_s
Sat May 11, 2024 11:04 am
Forum: Other topics of interest
Topic: The Sun's impact on the Earth's atmosphere - May 11
Replies: 0
Views: 39

The Sun's impact on the Earth's atmosphere - May 11

The Sun and the oceans have 1,000 X more impact on the Earth climate than the tiny amount of CO2 in the atmosphere, yet Team Biden tells us that if we spend $Trillions on windmills and solar panels we can control the Earth's climate. ------------------------------------------------------ An extreme ...