Search found 960 matches

by ChuckGeb
Thu Mar 21, 2024 5:53 am
Forum: The View from Houston
Topic: Nuttall reflects on trip to Saudi Kingdom
Replies: 0
Views: 100

Nuttall reflects on trip to Saudi Kingdom

Sentiment vs Fundamentals short Bloomberg video

https://youtu.be/dMaPlshL_Lc?si=-CS9fuxTJwE0-v59
by ChuckGeb
Thu Mar 21, 2024 5:46 am
Forum: Other topics of interest
Topic: Gold
Replies: 6
Views: 337

Re: Gold

Gold has penetrated the $2,200 and silver appears to be ready to close the gap. Look for the miners to catch fire soon. Strap in.
by ChuckGeb
Wed Mar 20, 2024 2:05 pm
Forum: Other topics of interest
Topic: SLBO vs Kimmeridge et al
Replies: 3
Views: 103

Re: SLBO vs Kimmeridge et al

It has come off to me as a hostile solicitation. It on its face does not appear to be synergetic. My view is SBOW needs to execute a cohesive business plan with their newly acquired assets before doing anything more in the M & A arena. In my view they seem to have a pretty good handle on things ...
by ChuckGeb
Wed Mar 20, 2024 6:12 am
Forum: Picks and tips from the EP community
Topic: Kolibri-Ask Marcum
Replies: 1
Views: 103

Kolibri-Ask Marcum

KOLIBRI GLOBAL ENERGY INC. ANNOUNCES ANTICIPATED LATE FILING OF FINANCIAL STATEMENTS

Annual audit now expected no later than 5/31/24 for calendar 2023. Geez! Have a nice day.
by ChuckGeb
Tue Mar 19, 2024 5:24 am
Forum: Other topics of interest
Topic: Chevron Exxon Tug of War over Hess Guyana Interests
Replies: 5
Views: 181

Re: Chevron Exxon Tug of War over Hess Guyana Interests

At CERA yesterday. In his first public remarks on Exxon Mobil's (NYSE:XOM) pursuit of an arbitration case that could block Chevron's (CVX) purchase of Hess (HES), CEO Darren Woods said on Monday that the company is trying to secure preemption rights related to its Guyana assets and is not seeking to...
by ChuckGeb
Tue Mar 19, 2024 5:02 am
Forum: Sweet 16 Portfolio
Topic: Talos Energy (TALO) Update - Mar 18
Replies: 3
Views: 242

Re: Talos Energy (TALO) Update - Mar 18

HOUSTON, March 18, 2024 /PRNewswire/ -- Talos Energy Inc. ("Talos") (NYSE: TALO) today announced that it has entered into an agreement for the sale of its wholly owned subsidiary, Talos Low Carbon Solutions LLC ("TLCS"), to TotalEnergies E&P USA, Inc. ("TotalEnergies&quo...
by ChuckGeb
Mon Mar 18, 2024 10:26 am
Forum: Sweet 16 Portfolio
Topic: Talos Energy (TALO) Update - Mar 18
Replies: 3
Views: 242

Re: Talos Energy (TALO) Update - Mar 18

Good stuff. Are they out of the carbon capture business now? Time to get Dan Duncan back for an EPG luncheon.
by ChuckGeb
Sat Mar 16, 2024 1:20 pm
Forum: The View from Houston
Topic: wcs discount $22
Replies: 8
Views: 16748

Re: wcs discount $22

So do you think we might see a Surge with a bullet?
by ChuckGeb
Sat Mar 16, 2024 8:06 am
Forum: Sweet 16 Portfolio
Topic: Talos Insider buy
Replies: 1
Views: 199

Talos Insider buy

Looks like Carlos Slim picked up 1.1 million shares this week. Very positive for Talos.