Search found 34793 matches
- Wed May 22, 2024 10:03 am
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - May 22
- Replies: 0
- Views: 24
EIA - Weekly Petroleum Report - May 22
Summary of Weekly Petroleum Data for the week ending May 17, 2024 U.S. crude oil refinery inputs averaged 16.5 million barrels per day during the week ending May 17, 2024, which was 227 thousand barrels per day more than the previous week’s average. Refineries operated at 91.7% of their operable cap...
- Wed May 22, 2024 9:54 am
- Forum: Other topics of interest
- Topic: Pom Rescue
- Replies: 0
- Views: 15
Pom Rescue
We financially support a wonderful organization called Pom Rescue. We have adopted two dogs (Ollie and Ziggy) from Pom Rescue. Below is a note we got this morning. It's National Rescue Dog Day. Rescuing is HARD! We see how horrible dogs can, and are, treated. We spend a lot of time in our cars, pick...
- Wed May 22, 2024 9:28 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY + SBOW) drawing more attention
- Replies: 3
- Views: 157
Re: Crescent Energy (CRGY + SBOW) drawing more attention
From Crescent Energy's 10-K: Our Relationship with the KKR Group < IMO this is very important to the merger with SBOW We are a party to a Management Agreement with the Manager, that engages the Manager to provide certain management and investment advisory services to usand our subsidiaries. Our mana...
- Tue May 21, 2024 5:48 pm
- Forum: The View from Houston
- Topic: May 22 Webinar
- Replies: 1
- Views: 52
Re: May 22 Webinar
Teo Dechev, President & CEO of Mundoro Capital Teo has diverse experience in the minerals sector which is uniquely positioned to bring value to Mundoro Capital. She brings both a technical understanding of the key issues in our sector through a solid foundation of a Geological and Mineral Engine...
- Tue May 21, 2024 5:46 pm
- Forum: The View from Houston
- Topic: May 22 Webinar
- Replies: 1
- Views: 52
May 22 Webinar
The Mundoro Capital webinar starts at 1PM CT on Wednesday. Mundoro Capital Inc. is a Canadian-based public company This micro-cap has a lot of upside for us. > It generates revenues by managing exploration programs that are fully funded by large mining companies like BHP. > Current focus on copper a...
- Tue May 21, 2024 4:49 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere - Q1 and 2024/2025 expectatations
- Replies: 1
- Views: 77
Re: Hemisphere - Q1 and 2024/2025 expectatations
Your forecast is very close to mine forecast. Most of the production growth will be in 2H 2024 and an exit rate over 4,000 Bopd is likely Hemisphere and InPlay always generate a lot of free cash flow in Q2 because they shut down their drilling programs during Spring Breakup. The new polymer flood ha...
- Tue May 21, 2024 4:16 pm
- Forum: Sweet 16 Portfolio
- Topic: SM Energy (SM) Update - May 21
- Replies: 0
- Views: 53
SM Energy (SM) Update - May 21
An updated profile and forecast model for SM have been posted to the EPG website.
- Tue May 21, 2024 10:09 am
- Forum: Sweet 16 Portfolio
- Topic: Veren Inc. (VRN) Update - May 21
- Replies: 0
- Views: 92
Veren Inc. (VRN) Update - May 21
I finished reviewing the updated profile on VRN this morning. It will be posted to the EPG website this afternoon. Note from HFI Research received on May 19: Veren (VRN:CA)—the former Crescent Point Energy—produces approximately 195,000 boe/d comprised of 59.1% oil and condensate, 9.7% NGLs, and 34....
- Tue May 21, 2024 9:47 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY + SBOW) drawing more attention
- Replies: 3
- Views: 157
Re: Crescent Energy (CRGY + SBOW) drawing more attention
KKR owns ~15% of CRGY Market Cap is over $97 billion. KKR backs Crescent Energy It is a VERY LARGE private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, gro...
- Tue May 21, 2024 9:42 am
- Forum: Sweet 16 Portfolio
- Topic: APA Corp. (APA) Update: $700 million asset sale - May 20
- Replies: 1
- Views: 99
Re: APA Corp. (APA) Update: $700 million asset sale - May 20
From one of our members: APA: Non-Core Texas Asset Divestitures Slightly NPV Accretive Investment overview We are increasing our APA price target by $1 to $50 per share with the announced non-core Texas asset divestitures. APA is divesting ~24,000 primarily non-operated net royalty acres in the Midl...