Search found 73 matches

by tlengoc
Sun Apr 02, 2023 6:14 pm
Forum: The View from Houston
Topic: Crude opened up 6 bucks and more
Replies: 4
Views: 388

Re: Crude opened up 6 bucks and more

Or to Ottawa for Oilsands.
by tlengoc
Sun Apr 02, 2023 5:54 pm
Forum: The View from Houston
Topic: Crude opened up 6 bucks and more
Replies: 4
Views: 388

Re: Crude opened up 6 bucks and more

https://www.zerohedge.com/commodities/saudi-arabia-makes-voluntary-cut-500000-barrels-day-may Oil Surges In Early Trading After OPEC+ Surprise 'Unipolar World'-Challenging Production Cut Tyler Durden's Photo BY TYLER DURDEN SUNDAY, APR 02, 2023 - 10:39 AM Update (1800ET): As one would have expected,...
by tlengoc
Tue Mar 28, 2023 9:50 am
Forum: Picks and tips from the EP community
Topic: Watch List: Standard Lithium (SLI) Update - Feb 2
Replies: 3
Views: 514

Re: Watch List: Standard Lithium (SLI) Update - Feb 2

MT Newswires Update on Standard Lithium: Up 15% After Saying Drilled and Sampled Highest Confirmed Grade Lithium Brine in North America Mar 28, 202309:41 EDT SLI +12.33% Standard Lithium Ltd SLI, a near-commercial lithium company, was at last look up 15% on the TSX, Tuesday, after announcing that, a...
by tlengoc
Thu Mar 23, 2023 10:07 am
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 6593

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

I appreciate your sharing you thoughts. I hope you are right! A lot of 'risk off" right now with unstable economic conditions much of it based upon high level of fear. Hopefully the fear is overdone. A lot of cash liquidity waiting for a new home or relocation of capital. Where will it all go ...
by tlengoc
Thu Mar 23, 2023 9:50 am
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 6593

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

I appreciate your sharing you thoughts. I hope you are right! A lot of 'risk off" right now with unstable economic conditions much of it based upon high level of fear. Hopefully the fear is overdone. A lot of cash liquidity waiting for a new home or relocation of capital. Where will it all go ...
by tlengoc
Wed Mar 22, 2023 8:52 am
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 6593

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

What do you see to be the catalyst for the higher prices? Catalysts: Forecasts of extremely hot summer. The driving season starting after the Memorial Day Weekend. Demand for Jet fuel and other petroleum products. Understated world oil production and supply. Saudi Arabia selling their oil to the We...
by tlengoc
Tue Mar 21, 2023 4:17 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 6593

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

I believe the price of oil is going much higher. At least to $100.00 per barrel this year. Maybe even $115 by Q4 2023. I don't know about natgas yet but it could be explosive to the upside too.
by tlengoc
Tue Mar 14, 2023 10:20 am
Forum: The View from Houston
Topic: Gassers still weak CRK with a 10 handle!
Replies: 3
Views: 525

Re: Gassers still weak CRK with a 10 handle!

I find this scenario a fortuitous opportunity and time to accumulate more shares.
by tlengoc
Mon Mar 13, 2023 1:32 pm
Forum: Other topics of interest
Topic: Fed kept raising rates until sumpin broke
Replies: 10
Views: 725

Re: Fed kept raising rates until sumpin broke

Maybe Powell will pause and raise 25 bips in May, June and July. Do you think QT will end and QE is back on.
by tlengoc
Mon Mar 13, 2023 1:28 pm
Forum: The View from Houston
Topic: Oil getting whacked
Replies: 8
Views: 682

Re: Oil getting whacked

It's options expiration week and triple witching too. It's going to be a rollercoaster ride.