Search found 34595 matches
- Wed Apr 17, 2024 7:03 pm
- Forum: The View from Houston
- Topic: New sanctions against Iran
- Replies: 4
- Views: 126
Re: New sanctions against Iran
From Reuters: US to hit Iran with new sanctions in "coming days", Yellen says U.S. Treasury Secretary Janet Yellen on Tuesday warned that the U.S. intends to hit Iran with new sanctions in coming days over its unprecedented attack on Israel, and these actions could seek to reduce Iran's c...
- Wed Apr 17, 2024 6:54 pm
- Forum: The View from Houston
- Topic: Oil Price Forecast - April 17
- Replies: 0
- Views: 23
Oil Price Forecast - April 17
This forecast is from HFI with my comments in blue . --------------------------------------------------- It's that time again. It's that time to make a forecast on the oil market with almost a high degree of confidence in getting it wrong, but hey, you can't fault me for trying. There are a few cent...
- Wed Apr 17, 2024 1:07 pm
- Forum: The View from Houston
- Topic: New sanctions against Iran
- Replies: 4
- Views: 126
Re: New sanctions against Iran
Israeli Prime Minister Benjamin Netanyahu left no doubt in a statement on Wednesday, regarding what his Jewish country might do should current tensions with Iran escalate further. "Israel will do whatever it needs to defend itself," Netanyahu said in a statement. The comment came after sep...
- Wed Apr 17, 2024 1:01 pm
- Forum: The View from Houston
- Topic: New sanctions against Iran
- Replies: 4
- Views: 126
New sanctions against Iran
MY TAKE: Talk is cheap and oil traders don't believe that Team Biden will do anything that might raise gasoline prices this year. ------------------------------------ White House National Security Advisor Jake Sullivan released a statement Tuesday announcing that new sanctions will be placed agains...
- Wed Apr 17, 2024 10:38 am
- Forum: Picks and tips from the EP community
- Topic: Kolibri Global Energy (KGEI) Update - Apr 17
- Replies: 0
- Views: 59
Kolibri Global Energy (KGEI) Update - Apr 17
This is just "noise" caused by the delay in getting their audit completed. When they uplisted to Nasdaq they had to get a new public auditing firm. When a public company switched auditors it creates a lot of up-front work. Kolibri is a rather "simple" company, so it should not t...
- Wed Apr 17, 2024 9:50 am
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - Apr 17
- Replies: 0
- Views: 57
EIA - Weekly Petroleum Report - Apr 17
Summary of Weekly Petroleum Data for the week ending April 12, 2024 U.S. crude oil refinery inputs averaged 15.9 million barrels per day during the week ending April 12, 2024, which was 131 thousand barrels per day more than the previous week’s average. Refineries operated at 88.1% of their operable...
- Wed Apr 17, 2024 9:39 am
- Forum: Sweet 16 Portfolio
- Topic: APA Corp (APA) Valuation Update - April 9
- Replies: 4
- Views: 318
Re: APA Corp (APA) Valuation Update - April 9
All stock deals do improve the balance sheet ratios. My $50 valuation of APA is based on just 4X annualized operating cash flow. With a strong balance sheet, over 500,000 Boepd of production (~70% liquids) and lots of high-quality "Running Room", APA deserves a much higher valuation multip...
- Tue Apr 16, 2024 6:09 pm
- Forum: Sweet 16 Portfolio
- Topic: Northern Oil & Gas (NOG) Update - April 16
- Replies: 0
- Views: 60
Northern Oil & Gas (NOG) Update - April 16
Keep in mind that all of the companies that have a lot of their oil hedged will be reporting large mark-to-market non-cash losses in Q1 on their hedges. Those with a lot of natural gas hedged will be reporting MTM gains on those hedges. Those MTM gains or losses have no impact on my valuation since ...
- Tue Apr 16, 2024 2:01 pm
- Forum: Picks and tips from the EP community
- Topic: Top Picks for Copper: Solaris Resources (SLSR)
- Replies: 4
- Views: 120
Top Picks for Copper: Solaris Resources (SLSR)
VANCOUVER, British Columbia, April 16, 2024 (GLOBE NEWSWIRE) -- Solaris Resources Inc. (TSX: SLS; OTCQB: SLSSF) (“Solaris” or the “Company”) is pleased to announce that it has received approval to list its common shares on the NYSE American LLC (“NYSE American”) with trading expected to commence on ...
- Tue Apr 16, 2024 12:52 pm
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration Permian (REPX) Update - Apr 16
- Replies: 0
- Views: 44
Riley Exploration Permian (REPX) Update - Apr 16
I had a 45 minute conference call with REPX this morning, primarily to go over some of my forecast/model assumptions and to encourage them to host a webinar for us late in May or early June. Riley only has two decent energy sector analysts covering them. They have a good story and just need to get i...