Energy Prospectus

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...

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...

Good stuff. Are they out of the carbon capture business now? Time to get Dan Duncan back for an EPG luncheon.

So do you think we might see a Surge with a bullet?

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

Looks pretty pretty good.

You are our tanker source. Your picks have been great. I’m in with a starter position.

Note to Wolf. Don’t expect anyone to be impressed with their 2022 reserve report in March of 2024. These guys have to get their act together and up their game. I have a significant investment in this company and am being constructive albeit negative.

In my view, the perfect merger candidate for SBOW is Magnolia. Magnolia is very conservatively managed and typically has a lot of cash (dry powder) in their Treasury. That said it seems like Magnolia is happy with small bolt-ons and organic growth. Further in that SBOW has been in a buying spree the...

As I think about this, it might make for an interesting deal but will in my view depend on the perceived chemistry of Kimmeridge players with SBOW management and of course the quality and relative valuation of the natural gas assets. The timing of the combination could be optimal if it is closed abo...