Energy Prospectus

Technical indicators are bullish and variable dividend history is compelling. Worth a look and due diligence.

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.

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.

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?

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.

Are the warrants only traded on Toronto exchange or are they available on US?

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...

The next thing coming is tender for minority shares at $8.25 per share.

Or worse, it’s not $34 cash it’s $34 per share of their gas assets contributed. Did you ever wonder about the price of the new car when they gave you such a nice price on your trade-in. Of course it will be supported by a friendly appraisal I’m sure.

Sentiment vs Fundamentals short Bloomberg video

https://youtu.be/dMaPlshL_Lc?si=-CS9fuxTJwE0-v59