Energy Prospectus

Phil Flynn The Energy Report 11/14/17 Different Worlds It seems that OPEC and the International Energy Agency live in different worlds when it comes to projecting future energy demand. While OPEC in their monthly report expects to see a larger oil supply deficit in 2018, the International Energy Age...

Dan, a few questions about your valuation (and line 52) as shown on your spreadsheet, and about the red box. Line 52 you say is cash flow per common share (net of pfd stock dividends). For 2017 you estimate $1.49, and for 2018 you estimate $3.04. To the right, still on line 52, you say that your &qu...

Thanks for your comments, Dan. Re: •3Q 2017 Distributable cash flow of $37.5 million vs. $22.9 million in 2Q 2017 Do you have any calculation re what DCF was for Q3 on a per unit basis? On the Q2 call, an analyst said it was about $.25 per unit, but I am unsure what the number of units for Q3 is in ...

RRC earnings http://phx.corporate-ir.net/phoenix.zhtml?c=101196&p=irol-newsArticle&ID=2310909 and updated presentation http://phx.corporate-ir.net/phoenix.zhtml?c=101196&p=IROL-Presentations Range Announces Third Quarter 2017 Results FORT WORTH, Texas, Oct. 24, 2017 (GLOBE NEWSWIRE) -- R...

SLB, in their Q3 report, also said: "Over the past six months, we have more than doubled the number of active fracturing fleets in North America land and have now redeployed almost all available capacity." Imo, this is anecdotal support for the view that there are completion capacity const...

I believe EnerJex was at one time a member of Dan's Small Cap Portfolio, at least he posted about it 2015-early 2017. Today, after a trading halt, this PR was issued. EnerJex Resources Signs Definitive Merger Agreement with Commercial Drone Company AgEagle Aerial Systems GLOBENEWSWIRE 6:00 AM ET 10/...

Hi-Crush Partners LP Resumes Distribution for the Third Quarter of 2017 and Announces Unit Buyback Program GLOBENEWSWIRE 3:15 PM ET 10/17/2017 Symbol Last Price Change HCLP 8.95down +0.25 (+2.87%) QUOTES AS OF 04:02:02 PM ET 10/17/2017 HOUSTON, Oct. 17, 2017 (GLOBE NEWSWIRE) -- Hi-Crush Partners LP(...

PR issued after today's close. Hi-Crush Partners LP Announces Commencement of Operations at Pecos Terminal Wed October 4, 2017 5:36 PM|GlobeNewswire|About: HCLP HOUSTON, Oct. 04, 2017 (GLOBE NEWSWIRE) -- Hi-Crush Partners LP (HCLP), or Hi-Crush, today announced the company has commenced operations a...

At the 9/26 Johnson Rice Energy conference, according to some who say they listened, Russ said they hope to reinstate the preferred dividends before (or by, depending on whose comment one reads) March 2018. I did not listen to, and have not been able to find an archived version, or transcript, of th...

According to the presentation, slide 26, total debt, including the 8.5% term loan and 6 % convertible note (both due in 2022), = $412.5 million at face value. The same slide shows the two preferreds to have a total liquidation value (assumes $25 p/s for both series A and B) of $154.7 million. Slide ...