Search found 962 matches
- Tue Apr 02, 2024 7:40 pm
- Forum: The View from Houston
- Topic: AI booming Energy Demand
- Replies: 1
- Views: 76
AI booming Energy Demand
From Scientific American Every online AI interaction relies on a scaffolding of information stored in remote servers—and those machines, stacked together in data centers worldwide, require a lot of energy. Around the globe, data centers currently account for about 1 to 1.5 percent of global electric...
- Tue Apr 02, 2024 6:25 pm
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 161
Re: CRK issues 375 m in new debt
Some box of chocolates!
- Tue Apr 02, 2024 9:26 am
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 161
Re: CRK issues 375 m in new debt
Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.
- Mon Apr 01, 2024 1:04 pm
- Forum: Picks and tips from the EP community
- Topic: Dorchester Minerals DMLP
- Replies: 0
- Views: 67
Dorchester Minerals DMLP
Technical indicators are bullish and variable dividend history is compelling. Worth a look and due diligence.
- Mon Apr 01, 2024 12:22 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 239
Nuttall on Bloomberg 4/2
Join me tomorrow at 12ET on @marketcall where I'll be reviewing why "we remain bullish" on Canadian heavy oil, our outlook for natural gas stocks, the need for investors to stay disciplined, and where we are still finding compelling value.
- Sat Mar 30, 2024 1:27 pm
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 145
Re: Coal Miners
Thanks guys. I have taken a look a warrior which appears to be a good one with mining in Alabama shipping out from Mobile. Will take a look at the additional names presented. I''m going to shy away from any company with China in its name or known to be lurking behind the curtain.
- Fri Mar 29, 2024 10:03 am
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 145
Coal Miners
Looks like CONSOL is significantly impaired by having its Baltimore shipping terminal on wrong side of the downed bridge. Anybody have suggestions on coal names that will have an opportunity to pick up the slack left by this tragic event?
- Wed Mar 27, 2024 11:12 am
- Forum: The View from Houston
- Topic: Gassers moving up-Huh?
- Replies: 2
- Views: 157
Gassers moving up-Huh?
Any thoughts on the bump our favorite gassers are getting today?
Seems like we have a ways to go before things look up but market is popping this am.
Seems like we have a ways to go before things look up but market is popping this am.
- Sun Mar 24, 2024 9:53 am
- Forum: The View from Houston
- Topic: March 23 Podcast
- Replies: 4
- Views: 135
Re: March 23 Podcast
Are the warrants only traded on Toronto exchange or are they available on US?
- Thu Mar 21, 2024 2:50 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Mar 21
- Replies: 8
- Views: 404
Re: SilverBow Resources (SBOW) Update - Mar 21
I feel if it was such a sweet deal, management of SBOW would be communicating with its shareholders, not Kimmeridge soliciting direct support from SBOW shareholders. I like SBOW management and think they have made all the right moves to date. I am suspicious of a private equity promoter trying to ge...