Energy Prospectus

Filed with SEC 4th quarter on Friday. How more does the market know about the firm now?
Thanks.

I read in the business media, or was it here, that Exxon may have an interest to buy Talos Energy for their plans to engage in carbon sequestration. Did I read that correctly? Is that a plausible idea? Do you think the Fourth Quarter reoort on February 13 will show only a restoration of prior produc...

Has Talos announced when they will report the Fourth quarter, 2021?

It should be a "recovery quarter" for them post IDA?

With 20 minutes to Friday's close, REPX has dropped 14% to about $23.

Any obvious reason? Any guess?

Standard and Poor's report dated January 10, 2022 has a fair value for REPX at $63 per share.
The First call consensus is $48.

What is the relation of its current price to projected 2022 cash flow per share for SM Energy?
What is the breakdown of production between oil, gas and ngls?
What oil and gas prices are assumed in your model for 2022?

Thanks!

Speaking only for myself, I hope you keep up coverage of C Corp pipelines. Usually, they are not bought for growth but for total return. But I was able to pick up Equitrans Midstream (natural gas in West Virginia) at $6.50 per share, yielding 8% 2x covered by cash flow in January and within five mon...

Oilprice.com has a major piece on TOTAL HELIUM which has a joint venture with LIN (one of oldest gas processors in USA) to develop helium reserves and production in the largest natural gas field in the US, the Hugoton in west Kansas-eastern Colorado. Total Helium does not show any earnings, however....

Thanks. I had read the OMP shareholders would get a whole share of CEQP but if it's only .87 share that accounts for the price discrepancy.

What do you think of the Paloma buy-out of Goodrich Petroluem at only $23? Will that stick?

Oasis Midstream trades for about $21.50 while Crestwood Equity Partners trades for about $25.50.
If CEQP will give OMP sharesholders a 1 of their shares for each OMP share, is there a proft opportunity here?
Buy OMP and give it up for a share of CEQP with its strong distribution?