Search found 34636 matches

by dan_s
Wed Apr 24, 2024 10:40 am
Forum: The View from Houston
Topic: EIA - Weekly Petroleum Report - Apr 24
Replies: 0
Views: 13

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 ...
by dan_s
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: 20

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...
by dan_s
Wed Apr 24, 2024 8:57 am
Forum: Picks and tips from the EP community
Topic: Hemisphere upsides and polymer injection
Replies: 3
Views: 122

Re: Hemisphere upsides and polymer injection

It was not in the new area. I think they were testing deeper zones within Atlee Buffalo.
by dan_s
Tue Apr 23, 2024 6:44 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - April 23
Replies: 0
Views: 55

Oil & Gas Prices - April 23

Trading Economics: Crude Oil >WTI crude futures rebounded toward $83.50 per barrel on Tuesday, after falling to as low as $80.85 earlier in the session driven by optimism that disappointing PMI data might prompt interest rate cuts to pick up pace and boost oil demand. Activity increased at a slower ...
by dan_s
Tue Apr 23, 2024 6:44 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - April 223
Replies: 0
Views: 13

Oil & Gas Prices - April 223

Trading Economics: Crude Oil >WTI crude futures rebounded toward $83.50 per barrel on Tuesday, after falling to as low as $80.85 earlier in the session driven by optimism that disappointing PMI data might prompt interest rate cuts to pick up pace and boost oil demand. Activity increased at a slower ...
by dan_s
Tue Apr 23, 2024 6:33 pm
Forum: Other topics of interest
Topic: Rising electricity demand from AI
Replies: 0
Views: 38

Rising electricity demand from AI

For more than 30 years, demand for electricity has held steady or even fallen. But in the next five years, that demand is set to grow by 38 gigawatts — the equivalent of 34 new nuclear plants. This is putting a tremendous strain on electric utilities, like Georgia Power. The Peach State’s state’s la...
by dan_s
Tue Apr 23, 2024 3:53 pm
Forum: Sweet 16 Portfolio
Topic: Matador Resources (MTDR) Q1 Results - April 23
Replies: 1
Views: 86

Matador Resources (MTDR) Q1 Results - April 23

By now you all should know that Matador likes to "Under-Promise and Over-Deliver" on production guidance. First Quarter 2024 Matador Operational and Financial Highlights Average production of 149,760 BOE per day (84,777 barrels of oil per day) < Beat my forecasts of 144,500 Boepd and 83,00...
by dan_s
Tue Apr 23, 2024 3:44 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere upsides and polymer injection
Replies: 3
Views: 122

Re: Hemisphere upsides and polymer injection

Hemisphere's investor relations company is the same one that does IR work for InPlay Oil, which hosted the EPG luncheon in Houston today. I talked to him about both companies after the luncheon. IMO they should both be doubles for us. If the Manito Lake polymer flood is successful, HMENF should be A...
by dan_s
Tue Apr 23, 2024 9:58 am
Forum: The View from Houston
Topic: Dan out of the office today - Apr 23
Replies: 0
Views: 36

Dan out of the office today - Apr 23

I will be heading over to Maggiano's for our luncheon that is being hosted by InPlay Oil.

I should be back at my desk by 2:30. I will post my notes from Doug Bartole's presentation.

All seats are taken for today's luncheon.
by dan_s
Tue Apr 23, 2024 9:55 am
Forum: Sweet 16 Portfolio
Topic: Baytex Energy (BTE) increase Stock Buyback - Apr 22
Replies: 0
Views: 72

Baytex Energy (BTE) increase Stock Buyback - Apr 22

Calgary, Alberta--(Newsfile Corp. - April 22, 2024) - Baytex Energy Corp. (TSX: BTE) (NYSE: BTE) ("Baytex") today announced it obtained an exemption order from the Canadian securities regulators which permits Baytex to purchase up to 10 percent of the "public float" (within the m...