Search found 73 matches

by tlengoc
Tue Oct 10, 2023 9:38 am
Forum: The View from Houston
Topic: The KE Report (Dan's monthly interview)
Replies: 10
Views: 4007

Re: The KE Report (Dan's month interview)

Thanks Dan.

I will have it bookmarked the podcast on Spotify.
by tlengoc
Fri Oct 06, 2023 8:27 am
Forum: The View from Houston
Topic: Exxon buying PXD? ALERT ALERT
Replies: 8
Views: 1397

Re: Exxon buying PXD? ALERT ALERT

Wasn't there the same rumor a few months back regarding XOM buying PXD? PXD share price went up but when the rumor was false the stock went down even lower than the share price before the rumor. Could be another opportunity to add to your position. I think Dan mentioned that PXD would only sell if t...
by tlengoc
Tue Oct 03, 2023 12:39 pm
Forum: The View from Houston
Topic: Lots of Fear Based trading yesterday
Replies: 5
Views: 1069

Re: Lots of Fear Based trading yesterday

Fraser921 wrote: Tue Oct 03, 2023 12:11 pm I like bargains!!
The uglier the better!!!
by tlengoc
Fri Sep 15, 2023 11:13 am
Forum: Picks and tips from the EP community
Topic: Watch List Addition: ME2C
Replies: 4
Views: 20338

Re: Watch List Addition: ME2C

Latest video by Adelaide Capital on ME2C:

https://youtu.be/6HGqAXjOHCI
by tlengoc
Wed Sep 13, 2023 11:45 am
Forum: Picks and tips from the EP community
Topic: Granite Ridge Energy (GRNT) -- Another Non-Op Play With Solid Yield & Growth
Replies: 13
Views: 83024

Re: Granite Ridge Energy (GRNT) -- Another Non-Op Play With Solid Yield & Growth

Think of GRNT as a "baby NOG", but on steroids. They are growing production at double-digits, all while keeping debt at a mere 0.2X last quarter's annualized EBITDA. They just did a secondary offering for their large shareholder and at the price of the offering the stock is trading at nea...
by tlengoc
Tue Sep 12, 2023 10:43 am
Forum: The View from Houston
Topic: Crude closing in on 90
Replies: 2
Views: 432

Re: Crude closing in on 90

Fraser921 wrote: Tue Sep 12, 2023 7:48 am 88.50 + 1.22 pre market, and as good as this is for wti, ng moving more.

I was surprised many names fell yesterday into the commodity strength..think it moves up rest of week.
It's Options Expiration Week. Very deceptive trading.
by tlengoc
Wed Aug 02, 2023 1:45 pm
Forum: Other topics of interest
Topic: Volcano causing Global Warming
Replies: 2
Views: 375

Re: Volcano causing Global Warming

The Grand Solar Minimum has already started as per YouTube channel: https://www.youtube.com/@Suspicious0bservers Ben has a lot of insights and material regarding the Sun. How it affects climate and weather patterns on Earth. The only thing man-made climate change is individuals setting off fires in ...
by tlengoc
Mon Jul 31, 2023 2:30 pm
Forum: Other topics of interest
Topic: XOM in talks w/ Automakers to supply Lithium
Replies: 2
Views: 366

Re: XOM in talks w/ Automakers to supply Lithium

https://finance.yahoo.com/news/exxonmobil-xom-build-arkansas-facility-152700191.html?guccounter=1 Exxon Mobil Corp XOM has intended to construct one of the largest lithium processing plants in Arkansas, with a capacity to produce 75K–100K metric tons of lithium annually, according to a report from T...
by tlengoc
Mon Jul 31, 2023 1:48 pm
Forum: Other topics of interest
Topic: XOM in talks w/ Automakers to supply Lithium
Replies: 2
Views: 366

XOM in talks w/ Automakers to supply Lithium

Hi Dan, DLE is a game changer. https://seekingalpha.com/news/3993593-exxon-in-talks-with-automakers-to-supply-lithium-albemarle-jumps?mailingid=32248886&messageid=2900&serial=32248886.79099&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alp...
by tlengoc
Fri Jul 14, 2023 9:44 am
Forum: Monthly Webinars and Luncheons
Topic: Energy Market Roundtable - July 13
Replies: 2
Views: 6120

Re: Energy Market Roundtable - July 13

Love Doomberg. This group has amazing financial insights. Going to watch the video. Thanks Dan for the tip.