Energy Prospectus

Dan, Need some help navigating your 3/11 updated Hemisphere Forecast spreadsheet, specifically the cash flow figure (Row 46). Starting with NI (cell reference - N41), you add back (N15 - Exploration/evaluation), N16 (DD&A), N17 (Impairment), N19 (Stock based comp), and N39 (Deferred income tax)....

Dan, I see a small project schedule showing a projected timeline from 2019 to production for the Zama field. It would appear that they are in the Unitization Phase, I presume where PEMEX and Talos agree to some type of split? The chart shows that after the Unitization is complete, some type of final...

Dan,

I'm wondering if you have a particular book or resource that you could point to that would help a non-energy person understand the definitional differences between the various reserves (proven, proven and developing, probable, NPV10, etc.). I

Thanks

Down over 45% today.

I never got the invitation link after registration either.

Dan I wonder if you wouldn't mind explaining the Gas market either here or in your weekly podcast. Specifically, you talk about "MY TAKE: Refilling U.S. and Canadian natural gas storage is not "optional", utilities MUST HAVE AT LEAST 3,500 BCF IN STORAGE BY MID-NOVEMBER TO MAKE IT THR...

Dan, I'm wondering about the # of shares outstanding for Hemisphere. I see where they were busy buying back shares in 2020, however, the table of stock options from Q3 2020 shows 8.5 million stock option (shares) with an exercise price below current market. Based on this, should we consider the exer...

Comstock reported a loss of .57 per share, mostly due to an unrealized loss on hedging. Dan, you were forecasting .04 per share, and the headline said they would have come in at $.06 per share without the U/L. What can you say about the unrealized loss? I'm assuming this presents a nice price point?...