Search found 34644 matches
- Thu Apr 25, 2024 8:55 am
- Forum: Sweet 16 Portfolio
- Topic: EQT Corp. (EQT) Q1 Results - Apr 25
- Replies: 1
- Views: 26
Re: EQT Corp. (EQT) Q1 Results - Apr 25
2024 Outlook The Company updated its expectation of 2024 total sales volume to 2,100 – 2,200 Bcfe, which assumes 1 Bcf/d of operated production curtailments through May and embeds future curtailment optionality dependent on market conditions. < Midpoint is 100 Bcfe below previous guidance . The Com...
- Thu Apr 25, 2024 8:51 am
- Forum: Sweet 16 Portfolio
- Topic: EQT Corp. (EQT) Q1 Results - Apr 25
- Replies: 1
- Views: 26
EQT Corp. (EQT) Q1 Results - Apr 25
First Quarter 2024 and Recent Highlights: > Adjusted Net Income of $365 million beat my forecast of $153 million. < due to much higher realized ngas prices than my forecast and lower LOE. Net differential was only -$0.17/mcf compared to my forecast of -$0.50/mcf. Increasing their realized gas price:...
- Wed Apr 24, 2024 8:27 pm
- Forum: The View from Houston
- Topic: Divergence - Nat gas vs. producers
- Replies: 3
- Views: 92
Re: Divergence - Nat gas vs. producers
We have lots of ngas fired power plants that will be running 24/7 when summer heat arrives, which starts next week. This is the same across the Southeast quarter of the country.
- Wed Apr 24, 2024 3:40 pm
- Forum: Sweet 16 Portfolio
- Topic: Antero Resources (AR) Valuation Update - Feb 2
- Replies: 2
- Views: 473
Re: Antero Resources (AR) Valuation Update - Feb 2
The BIG gassers will survive and rise again. The U.S. natural gas market is BIG and VERY IMPORTANT.
- Wed Apr 24, 2024 3:37 pm
- Forum: The View from Houston
- Topic: Divergence - Nat gas vs. producers
- Replies: 3
- Views: 92
Re: Divergence - Nat gas vs. producers
Another thing to keep in mind is that demand for U.S. natural gas, including exports is approximately 105 Bcf per day over the course of a year. The gas price is down today because the front month contract MAY24 expires this week. JUN24, which will be the front month contract next week, closed at $1...
- Wed Apr 24, 2024 3:01 pm
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - Apr 24
- Replies: 2
- Views: 86
Re: EIA - Weekly Petroleum Report - Apr 24
Interesting comments from HFI Research EIA oil storage report was fairly bullish today with the crude draw of 6.4 million bbls outpacing our forecast of -4.33 million bbls. More importantly in these weekly reports, we watch just how accurate we are at estimating US crude production. And so far, thin...
- Wed Apr 24, 2024 3:00 pm
- Forum: Picks and tips from the EP community
- Topic: Watch List: SRR.V for high yield
- Replies: 4
- Views: 185
Re: Watch List: SRR.V for high yield
A Passive Foreign Investment Company (PFIC) is a corporation located abroad that meets one of two conditions based on either income or assets: Income Test: At least 75% of the corporation’s gross income is “passive,” which means it is derived from investments or other sources not related to regular ...
- Wed Apr 24, 2024 11:37 am
- Forum: Sweet 16 Portfolio
- Topic: Matador Resources (MTDR) Valuation Update - Apr 24
- Replies: 0
- Views: 33
Matador Resources (MTDR) Valuation Update - Apr 24
I now expect Matador's 2024 production to meet (likely exceed) the top of the guidance range put out in February of 153,000 to 159,000 Boepd (91,000 to 95,000 BOPD). Matador's hedges are just basis swaps on some of their natural gas, so only minor impact on their realized commodity prices. They repo...
- Wed Apr 24, 2024 10:40 am
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - Apr 24
- Replies: 2
- Views: 86
EIA - Weekly Petroleum Report - Apr 24
Summary of Weekly Petroleum Data for the week ending April 19, 2024 U.S. crude oil refinery inputs averaged 15.9 million barrels per day during the week ending April 19, 2024, which was 42 thousand barrels per day less than the previous week’s average. Refineries operated at 88.5% of their operable ...
- Wed Apr 24, 2024 9:48 am
- Forum: Picks and tips from the EP community
- Topic: InPlay Oil (IPOOF) Notes from Apr 23 Luncheon
- Replies: 0
- Views: 49
InPlay Oil (IPOOF) Notes from Apr 23 Luncheon
Bottomline: InPlay is in Great Shape and the stock should be a double for us within a year. I have updated my valuation to $4.35US for IPOOF. IPO.TO is trading at $2.495Cdn ($1.78US) this morning. Dividend yield is ~7.2% Notes from yesterday. The CEO of InPlay Oil, Doug Bartole made an impressive p...