Search found 685 matches
- Wed Jan 08, 2020 9:29 am
- Forum: Picks and tips from the EP community
- Topic: Ring Energy (REI) Update - Jan 7
- Replies: 3
- Views: 1663
Re: Ring Energy (REI) Update - Jan 7
Slide 23: Just using PDP reserves, the NAV discounted at 10% is $4.33. < A profitable company that is a going concern with over a decade of low-risk high-return drilling inventory should NEVER trade be the NAV of its PDP reserves Buy the company and pay for it with PDP reserves Get everything else f...
- Fri Aug 17, 2018 9:27 am
- Forum: Picks and tips from the EP community
- Topic: Propetro - PUMP
- Replies: 0
- Views: 923
Propetro - PUMP
Completions company focused on Permian, lots of growth baked in:
https://www.linkedin.com/feed/update/ur ... 4000470016
Would love to hear them give a luncheon presentation, I think they are headquartered in Houston
https://www.linkedin.com/feed/update/ur ... 4000470016
Would love to hear them give a luncheon presentation, I think they are headquartered in Houston
- Wed Aug 08, 2018 8:19 am
- Forum: Sweet 16 Portfolio
- Topic: Earthstone Energy (ESTE) Q2 Results
- Replies: 4
- Views: 2043
Re: Earthstone Energy (ESTE) Q2 Results
Frank and Bob have made me a lot of money Dan, and I expect they will again with ESTE Asset is still there, in the ground, development pushed out a bit. If you put on the expected higher oil price deck for 2019 and 2020 this delay might even INCREASE the cash flow valuation all else equal, even with...
- Mon May 28, 2018 6:10 am
- Forum: Sweet 16 Portfolio
- Topic: Earthstone Energy (ESTE) being added to Sweet-16
- Replies: 1
- Views: 1261
Re: Earthstone Energy (ESTE) being added to Sweet-16
Good company. Well position. Frank’s management team is the best
- Sun May 20, 2018 8:32 am
- Forum: Picks and tips from the EP community
- Topic: Ring Energy (REI) - Update May 10
- Replies: 6
- Views: 2462
Re: Ring Energy (REI) - Update May 10
agreed, good management
- Sun May 20, 2018 8:30 am
- Forum: Picks and tips from the EP community
- Topic: Earthstone Energy (ESTE) Update - May 12
- Replies: 1
- Views: 1179
Re: Earthstone Energy (ESTE) Update - May 12
Management here is excellent
- Wed Jan 10, 2018 11:09 am
- Forum: The View from Houston
- Topic: Natural Gas Price - Jan 9
- Replies: 5
- Views: 1892
Re: Natural Gas Price - Jan 9
I have followed Dan for years, and have drank the red coolaid. I have followed Robry for years, and have drank the blue coolaid. Now I am totally confused, both generally see the same elephant but now one is bullish on nat gas and the other bearish. So I sit on my hands: Robry.."...Enormous bea...
- Wed Jan 10, 2018 11:06 am
- Forum: Picks and tips from the EP community
- Topic: Ring Energy - New Update Jan 10
- Replies: 3
- Views: 1496
Re: Ring Energy - New Update Jan 10
good company, good management
- Mon Jan 08, 2018 11:34 am
- Forum: The View from Houston
- Topic: Dancy on natgas
- Replies: 7
- Views: 1926
Re: Dancy on natgas
Raymond James has gas at $2.75 for 2018, which is interesting, they are the most bullish firm historically on the energy sector. At least the last few years.
So $3.00 average is a rip roaring bull versus RJ. Wall Street will have to be convinced to get higher prices
So $3.00 average is a rip roaring bull versus RJ. Wall Street will have to be convinced to get higher prices
- Tue Jan 02, 2018 8:00 am
- Forum: Picks and tips from the EP community
- Topic: Ring Energy
- Replies: 3
- Views: 1544
Re: Ring Energy
Company says no legal issues they know of.