Search found 34834 matches

by dan_s
Sat Jun 01, 2024 11:59 am
Forum: Picks and tips from the EP community
Topic: Watch List: Chord Energy (CHRD)
Replies: 0
Views: 4

Watch List: Chord Energy (CHRD)

Possible addition to the Sweet 16 or the High Yield Income Portfolio HOUSTON, May 31, 2024 /PRNewswire/ -- Chord Energy Corporation (NASDAQ: CHRD) ("Chord", "Chord Energy" or the "Company") and Enerplus Corporation (TSX: ERF) (NYSE: ERF) ("Enerplus") announce...
by dan_s
Sat Jun 01, 2024 11:45 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 1
Replies: 2
Views: 13

Re: Sweet 16 Update - June 1

OPEC+ Expected to Extend Oil Production Cuts By Tsvetana Paraskova - May 31, 2024, 6:00 AM CDT https://oilprice.com/Latest-Energy-News/World-News/OPEC-Expected-to-Extend-Oil-Production-Cuts.html While a full rollover of the cuts would be important for sentiment and for keeping prices from falling in...
by dan_s
Sat Jun 01, 2024 11:42 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 1
Replies: 2
Views: 13

Re: Sweet 16 Update - June 1

HFI Research note: Greetings from Tokyo! I apologize for the timing of some of these updates as the time of this writing is already the end of day in New York, but I wanted to collect my thoughts better and deliver you a summary of everything I'm seeing (including the EIA oil storage report). Concer...
by dan_s
Sat Jun 01, 2024 11:35 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 1
Replies: 2
Views: 13

Sweet 16 Update - June 1

Despi1e oil and gas prices moving lower during week ending May 31, all 16 stocks moved higher.

Investors realize we are now in the high demand period for transportation fuels.

I will be flying back to Houston on June 2, so I will update the Sweet 16 summary spreadsheet by Monday morning.
by dan_s
Sat Jun 01, 2024 11:30 am
Forum: Sweet 16 Portfolio
Topic: Crescent Energy (CRGY) has been added to the Sweet 16
Replies: 4
Views: 289

Re: Crescent Energy (CRGY) has been added to the Sweet 16

Answer is Yes.

Just remember that selling SBOW is a taxable event. Stock-for-stock is income tax free.
by dan_s
Sat Jun 01, 2024 8:36 am
Forum: Monthly Webinars and Luncheons
Topic: June 4 webinar
Replies: 0
Views: 6

June 4 webinar

Our next webinar is this Tuesday, June 4th, with Source Rock Royalties. Registration is open so please go to our website to register. Tuesday, June 4th, 11:00am CT, via Zoom: EPG Webinar hosted by Source Rock Royalties Brad Docherty, President & CEO of Source Rock Royalties, will be speaking. Cu...
by dan_s
Fri May 31, 2024 5:16 pm
Forum: Picks and tips from the EP community
Topic: Riley Exploration (REPX) had a good day - May 29
Replies: 3
Views: 119

Re: Riley Exploration (REPX) had a good day - May 29

My current valuation is $52 per share.
by dan_s
Fri May 31, 2024 5:13 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROK.V) Q1 Results - May 21
Replies: 1
Views: 69

Re: ROK Resources (ROK.V) Q1 Results - May 21

My valuation of ROK.V is $0.95Cdn per share. It closed today at $0.275Cdn.
by dan_s
Fri May 31, 2024 9:55 am
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROK.V) Q1 Results - May 21
Replies: 1
Views: 69

ROK Resources (ROK.V) Q1 Results - May 21

REGINA, SK / ACCESSWIRE / May 21, 2024 / ROK Resources Inc. ("ROK" or the "Company") (TSXV:ROK)(OTCQB:ROKRF) has filed its interim Financial Results and Management Discussion & Analysis for the three months ended March 31, 2024. The Company remained on strategy and budget for...
by dan_s
Fri May 31, 2024 9:46 am
Forum: Picks and tips from the EP community
Topic: Surge Energy, Hope Valley, and oh…. its oil price sensitivity
Replies: 1
Views: 61

Re: Surge Energy, Hope Valley, and oh…. its oil price sensitivity

IMO Surge should be getting more credit for using the non-core asset sale proceeds for debt payoff. Using more FCF for stock buybacks should also increase value of this stock. Surge's realized oil prices should be 10% higher in Q2 thanks to lower differentials. 6/30 balance sheet should be in much b...