Search found 34655 matches
- Thu May 02, 2024 2:36 pm
- Forum: Sweet 16 Portfolio
- Topic: Analysis of Silverbow Q1 results
- Replies: 2
- Views: 95
Re: Analysis of Silverbow Q1 results
Bad weather has caused our flight to arrive an hour late. If I don't get to Silverbow's forecast today, I will update it tomorrow.
- Thu May 02, 2024 9:23 am
- Forum: Monthly Webinars and Luncheons
- Topic: May Events
- Replies: 0
- Views: 15
May Events
We have 2 live webinars scheduled in May. The first one is set for May 13. You can register on the EPG website. I will be talking to the CEO of a gold mining company.
- Thu May 02, 2024 8:40 am
- Forum: Picks and tips from the EP community
- Topic: VOLT LITHIUM ANNOUNCES US$1.5 MILLION STRATEGIC INVESTMENT TO COMMENCE FIELD OPERATIONS IN THE DELAWARE BASIN IN TEXAS,
- Replies: 1
- Views: 64
Re: VOLT LITHIUM ANNOUNCES US$1.5 MILLION STRATEGIC INVESTMENT TO COMMENCE FIELD OPERATIONS IN THE DELAWARE BASIN IN TEX
Volt has contacted me about hosting a webinar for us in June.
- Thu May 02, 2024 8:38 am
- Forum: The View from Houston
- Topic: EIA shows a big Build, almost 2X of API yesterday
- Replies: 5
- Views: 172
Re: EIA shows a big Build, almost 2X of API yesterday
Inventory builds caused by higher net imports are not an increase in the global oil supply. They are just moving oil from ships into onshore tanks. Note that all of the Big 3 inventories remain below normal for this time of year.
The global oil market remains tight.
The global oil market remains tight.
- Thu May 02, 2024 8:22 am
- Forum: Sweet 16 Portfolio
- Topic: Analysis of Diamondback Q1 results
- Replies: 3
- Views: 173
Re: Analysis of Diamondback Q1 results
I will update my forecast tomorrow.
- Thu May 02, 2024 8:21 am
- Forum: Sweet 16 Portfolio
- Topic: Analysis of Diamondback Q1 results
- Replies: 3
- Views: 173
Re: Analysis of Diamondback Q1 results
Diamondback's Q1 results are in line with my forecast, which they always are since the company gives accurate and detailed guidance. FANG is good for growth and income.
- Thu May 02, 2024 8:05 am
- Forum: Sweet 16 Portfolio
- Topic: Analysis of Silverbow Q1 results
- Replies: 2
- Views: 95
Re: Analysis of Silverbow Q1 results
Good work. I'm heading home today. Should be back at my desk by 3pm.
Silverbow's results are in line with my forecast. This year's drilling program is focused on increasing oil production.
Silverbow's results are in line with my forecast. This year's drilling program is focused on increasing oil production.
- Fri Apr 26, 2024 11:17 am
- Forum: The View from Houston
- Topic: Dan will be out of the office April 27 to May 3
- Replies: 0
- Views: 101
Dan will be out of the office April 27 to May 3
Susan and I are flying to Florida today to go on a cruise that she won last year on a Celebrity cruise ship. This "Free" cruise will cost us about $2,500, but it is a ship (APEX), which we've wanted to go on for years. I will have limited internet access on the ship, so I will check the ma...
- Fri Apr 26, 2024 9:18 am
- Forum: The View from Houston
- Topic: EIA Natural Gas Storage Report - Apr 25
- Replies: 0
- Views: 70
EIA Natural Gas Storage Report - Apr 25
Working gas in storage was 2,425 Bcf as of Friday, April 19, 2024, according to EIA estimates. This represents a net increase of 92 Bcf from the previous week. Stocks were 439 Bcf higher than last year at this time and 655 Bcf above the five-year average of 1,770 Bcf. At 2,425 Bcf, total working gas...
- Thu Apr 25, 2024 3:30 pm
- Forum: Sweet 16 Portfolio
- Topic: EQT Corp. (EQT) Valuation Update - Apr 25
- Replies: 2
- Views: 140
Re: EQT Corp. (EQT) Valuation Update - Apr 25
They are looking at the NYMEX strip prices here: https://www.cmegroup.com/markets/energy/natural-gas/natural-gas.quotes.html#venue=globex After November the strip jumps over $3.50 and all of those companies are extremely profitable at that gas price. Just remember that the NYMEX strip is not a forec...