Search found 85 matches

by Roadster
Mon Nov 07, 2022 2:05 pm
Forum: Sweet 16 Portfolio
Topic: Laredo Petroleum (LPI) Valuation Update - Nov 6
Replies: 2
Views: 608

Re: Laredo Petroleum (LPI) Valuation Update - Nov 6

Thank you Dan. What are your thoughts on the management of Laredo? Could you feature it in one your weekly presentations?

Why is your projection for 4th quarter EPS only $ 4.24 ??? Third quarter was $ 19.95 EPS.



Cash Flow for 2022 is a whopping $ 46.44 !
by Roadster
Thu Nov 03, 2022 6:47 pm
Forum: Sweet 16 Portfolio
Topic: Laredo 3rd Results
Replies: 2
Views: 365

Re: Laredo 3rd Results

Also $ 2.2 Billion NOL carryforward !!!! What is that worth?
by Roadster
Thu Nov 03, 2022 6:35 pm
Forum: Sweet 16 Portfolio
Topic: Laredo 3rd Results
Replies: 2
Views: 365

Laredo 3rd Results

Dan Fully diluted EPS for third quarter $ 20.08 9 months $ 30.26 per press release (not sure how these tie to your forecast sheet ????) Does that mean 2022 fully diluted EPS of approximately $ 50.00 ???? Selling at $ 64.00 ?? Book value of $ 59.16 Only 16.9 million shares outstanding Too good to be...
by Roadster
Wed Oct 26, 2022 1:28 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Oct 26
Replies: 4
Views: 686

Re: Oil & Gas Prices - Oct 26

October 25 Saudia Arabia Minister of Energy Prsentation

https://www.youtube.com/watch?v=7fcWKZpH1mw
by Roadster
Mon Oct 10, 2022 6:12 pm
Forum: The View from Houston
Topic: Biden and the Oil Dictators WSJ
Replies: 1
Views: 288

Biden and the Oil Dictators WSJ

Biden, Venezuela and the Oil Dictators This Administration wants more oil anywhere except in America.The madness of the Biden Administration’s energy policy has been horrifying to watch, like a car crash except all Americans are passengers. The latest bizarre twist is that the White House may ease ...
by Roadster
Tue Oct 04, 2022 1:18 pm
Forum: Picks and tips from the EP community
Topic: cpe, lpi bonds
Replies: 9
Views: 6103

Re: cpe, lpi bonds

Thank you Schwab is HORRIBLE. Any other oil bonds you like???
by Roadster
Mon Oct 03, 2022 5:52 pm
Forum: Picks and tips from the EP community
Topic: cpe, lpi bonds
Replies: 9
Views: 6103

Re: cpe, lpi bonds

What is the Cusip Number on the CPE 7/26 bonds? Thank you
by Roadster
Fri Sep 09, 2022 11:52 am
Forum: The View from Houston
Topic: Yellen END Fossil Fuel Dependency
Replies: 5
Views: 1320

Yellen END Fossil Fuel Dependency

Biden Treasury Secretary Janet Yellen: "Under Biden's plan, we will “rid ourselves” of oil and gas."


https://twitter.com/William39009143/sta ... 2162568193
by Roadster
Thu Aug 18, 2022 6:22 pm
Forum: Sweet 16 Portfolio
Topic: Eric Nuttal Ninepoint Partners Callon
Replies: 1
Views: 692

Eric Nuttal Ninepoint Partners Callon

Callon  CPE Ranked Number 1-----BARGAIN !!

https://twitter.com/ericnuttall/status/ ... 1781900292