Search found 424 matches
- Wed Apr 03, 2024 12:34 pm
- Forum: Picks and tips from the EP community
- Topic: Kolibri Global Energy Inc. (KGEI) Update - Mar 13
- Replies: 2
- Views: 420
Re: Kolibri Global Energy Inc. (KGEI) Update - Mar 13
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...
- Tue Apr 02, 2024 12:09 pm
- Forum: Picks and tips from the EP community
- Topic: WCS differential continues to narrow
- Replies: 1
- Views: 141
WCS differential continues to narrow
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...
- Mon Apr 01, 2024 11:02 am
- Forum: Sweet 16 Portfolio
- Topic: SBOW - Kimmeridge Open Letter 4/1/24
- Replies: 3
- Views: 327
Re: SBOW - Kimmeridge Open Letter 4/1/24
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...
- Mon Apr 01, 2024 10:51 am
- Forum: Sweet 16 Portfolio
- Topic: SBOW - Kimmeridge Open Letter 4/1/24
- Replies: 3
- Views: 327
SBOW - Kimmeridge Open Letter 4/1/24
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...
- Mon Jan 29, 2024 12:25 pm
- Forum: Picks and tips from the EP community
- Topic: Ring Energy Update
- Replies: 0
- Views: 418
Ring Energy Update
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...
- Wed Jan 24, 2024 2:02 pm
- Forum: The View from Houston
- Topic: Natural Gas Supply & Demand
- Replies: 5
- Views: 370
Re: Natural Gas Supply & Demand
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...
- Thu Jan 11, 2024 7:29 am
- Forum: Picks and tips from the EP community
- Topic: Solaris Announces $130 Million Strategic Investment by Zijin Mining Group
- Replies: 6
- Views: 35771
Solaris Announces $130 Million Strategic Investment by Zijin Mining Group
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...
- Thu Jan 04, 2024 9:47 am
- Forum: Sweet 16 Portfolio
- Topic: APA buying CPE
- Replies: 23
- Views: 1487481
Re: APA buying CPE
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...
- Thu Jan 04, 2024 9:27 am
- Forum: Sweet 16 Portfolio
- Topic: APA buying CPE
- Replies: 23
- Views: 1487481
Re: APA buying CPE
Not much of a buyout premium in this deal for those who believe CPE is significantly undervalued.
- Thu Jan 04, 2024 8:15 am
- Forum: Sweet 16 Portfolio
- Topic: APA buying CPE
- Replies: 23
- Views: 1487481
APA buying CPE
Thoughts on this all stock deal? CPE to receive 1.0425 shares of APA per CPE share. Values CPE at $38.31.