Search found 3052 matches

by Fraser921
Tue May 04, 2021 3:23 pm
Forum: Sweet 16 Portfolio
Topic: Comstock CRK
Replies: 2
Views: 930

Re: Comstock CRK

- The net loss in the quarter included a $239 million pre-tax loss on the early
retirement of the senior notes

how do you lose a qtr billion on refinancing notes? WOW
by Fraser921
Mon May 03, 2021 12:19 pm
Forum: Sweet 16 Portfolio
Topic: Antero Resources - AR
Replies: 0
Views: 692

Antero Resources - AR

New presentations company https://d1io3yog0oux5.cloudfront.net/_141e89fa9bc11924296f28c7c1df6e40/anteroresources/db/641/5817/pdf/AR+Website+Presentation_May_UPDATE_04.27.21_vF.pdf LPG arb weekly https://d1io3yog0oux5.cloudfront.net/_141e89fa9bc11924296f28c7c1df6e40/anteroresources/db/713/5818/pdf/In...
by Fraser921
Fri Apr 30, 2021 12:47 pm
Forum: Picks and tips from the EP community
Topic: SM Energy Q1 Results - April 30
Replies: 3
Views: 1108

Re: SM Energy Q1 Results - April 30

Down 10 % leads the LOSER parade

Bad hedges matter, I guess
by Fraser921
Thu Apr 29, 2021 10:47 am
Forum: Sweet 16 Portfolio
Topic: Antero Resources (AR) Q1 Results - April 28
Replies: 4
Views: 1229

Re: Antero Resources (AR) Q1 Results - April 28

Ar got whacked today . TD Securities put out a Hold which is code word for sell.

The storage came in +15 which I think is solid and NG got whacked as well. Profit taking is certainly a factor

Been adding on the way down.
by Fraser921
Wed Apr 28, 2021 5:04 pm
Forum: Sweet 16 Portfolio
Topic: Today's Q1 earnings releases on April 28
Replies: 1
Views: 766

Re: Today's Q1 earnings releases on April 28

Antero Q1 Looks good to me Realized natural gas equivalent price averaged $4.03 per Mcfe, Still lost money on a GAAP basis, Net loss was $15 million But here is where they hit it out of the park :  Adjusted EBITDAX was $519 million (Non-GAAP); net cash provided by operating activities was $564 mill...
by Fraser921
Tue Apr 27, 2021 3:06 pm
Forum: Sweet 16 Portfolio
Topic: Devon Energy (DVN) Update - April 27
Replies: 2
Views: 990

Re: Devon Energy (DVN) Update - April 27

WOW, I didn't realize they had that much liquids. Wall street boys will wake up soon on liquid impacts, something Ive been watching very closely
by Fraser921
Tue Apr 27, 2021 3:05 pm
Forum: Sweet 16 Portfolio
Topic: EQT Corp (EQT) Update - April 27
Replies: 2
Views: 898

Re: EQT Corp (EQT) Update - April 27

Agreed: Looks like the gassers finally woke up. GDP , thinly traded moved

Now if only ESTE can find love!

Ar is going to hit the cover off the ball, I can't wait for their numbers
by Fraser921
Tue Apr 27, 2021 9:38 am
Forum: The View from Houston
Topic: Oil & Gas Prices - April 27
Replies: 4
Views: 1070

Re: Oil & Gas Prices - April 27

The Ng strip is solidly above 3.00 with todays move another 5 cents

The producers will do well with 3 dollar prices.