Energy Prospectus

So Dan as a CPA if the Chief Accounting Officer of Callon bought 200,000 shares to add to his 122,908 shares he owned previously would that be bullish? Mr Webster has added every single day. Webster Callon Shares owned prior to purchases: Direct 5,094,924 Wife 245,000 San Felipe Resources Company 43...

Callon at $ .489 cents per share Steven A Webster--- Co-Founder of Carrizo Steve Webster was appointed to the Callon Board in December 2019 in conjunction with the merger of Callon and Carrizo.  Mr Webster was a co-founder of Carrizo for which he served as a director since 1993 and as its Chairman ...

Hi Dan What is Russia's breakeven oil price? SA is $ 80? Is this Russian Roulette for both parties? How long can they play the game of chicken? Month ? Year? What will happen to US producers? Callon is trading like it is going out of business tomorrow. Friday $ 1.30 16% of book value Today $ .45 6% ...

Thanks Dan Just listened to your podcast which was great and heard the news.............

Hi Dan

Did the Carrizo preferred stock survive the merger? If yes have you considered for your high yield portfolio?

CPE is hitting new lows around $ 2.25. Is not book value $ 1.67? How low will it go?

Trading volumes are large.

Thanks Dan

Callon

Thanks Dan

Regarding your original $ 14. You were using a factor of 12 on CFPS. If you divide $ 14 by 12 you get $ 1.16 which does not seem to tie to anything.

What am I doing wrong?

Hi Dan

What are your thoughts on Gastar's Series A and B dividend suspended ? Their balance sheet is so highly levered. 200 million shares outstanding....

Regards
Rick

Hi Dan

Why is the 8% Jones Energy Convertible Series A Preferred not in your High Income Portfolio? Thanks for heads up. It reminds me of the Callon Preferred you put in several years ago.

Thanks Dan Any information on terms of preferred? Convertible? Rate?

Dan Any juniors close to Apache Alpine find? Thanks