Energy Prospectus

Dan, On March 13, you posted that you expected KGEI "to report 77% YOY production growth in 2023 within a few days." On 3/21, they announced their 2023 YE reserve report, https://www.kolibrienergy.com/_files/ugd/d30f6d_4ed980da308446a89dd32da717e6e3f1.pdf. They apparently have not announce...

From BOE Report: Heavy oil differential narrows April 1, 2024 2:58 PM Reuters0 Comments The differential of Western Canada Select (WCS) heavy crude versus the North American benchmark West Texas Intermediate (WTI) narrowed on Monday, the first day of the new monthly trading cycle. WCS for May delive...

The full text of Kimmeridge's letter to SilverBow shareholders is included below. Fellow Shareholders, On March 13, 2024, Kimmeridge delivered a financed, premium proposal to combine Kimmeridge Texas Gas ("KTG") and SilverBow Resources ("SilverBow" or the "Company"), wi...

Kimmeridge not giving up, issues open letter to SBOW shareholders. Maybe they should try making a realistic proposal (one that values SBOW close to their proved reserves). Remains ready to engage in good faith negotiations with SilverBow towards value-enhancing combination Publishes comprehensive fi...

Ring Energy Announces Production Results and Continued Debt Reduction for Fourth Quarter 2023 and Partial Guidance for the First Quarter 2024 January 29, 2024 6:45am EST Download as PDF ~ Record Q4 2023 Sales Volumes Near High End of Guidance ~ ~ Further Reduced Debt in Addition to Making Final Paym...

The Biden administration is preparing to tighten LNG permitting according to media reports. https://www.reuters.com/business/energy/biden-administration-taking-heat-all-sides-over-louisiana-lng-project-2024-01-19/ WASHINGTON, Jan 19 (Reuters) - The Biden administration faces mounting pressure over w...

Dan, how does this affect your valuation? Solaris Announces $130 Million Strategic Investment by Zijin Mining Group January 11, 2024 – Vancouver, B.C. – Solaris Resources Inc. (TSX: SLS; OTCQB: SLSSF) (“Solaris” or the “Company”) is pleased to announce that it has entered into a subscription agreeme...

I hope Dingman is right. It will be interesting to see what analysts say (am guessing they will be positive and say that APA is getting good assets at a very reasonable price). APA says it is accretive to CFPS and FCF w/ $150 m in synergies/reduced costs of debt. It also increases their % of product...

Not much of a buyout premium in this deal for those who believe CPE is significantly undervalued.

Thoughts on this all stock deal? CPE to receive 1.0425 shares of APA per CPE share. Values CPE at $38.31.