Energy Prospectus

Freeport delayed to 1st quarter - I'm beginning to suspect CIA involvement.

Dan,

Apparently Tutor Jones Pickering downgraded several gassers including AR and EQT. I know you subscribe to multiple services so I'm wondering if you have access to their publications as it would be interesting to hear why they feel a downgrade was warrented.

Thanks

Based on the last earnings call, I believe Management will continue down the conservative route of reducing portions of outstanding debt (their 2029 and 2030 notes) before anything else, and then they would increase their base dividend, which they took great pride in restoring. There was zero discus...

Unfortunately, wasn't able to make the luncheon as planned as I had to cover things coming out of the holiday.

Can you elaborate on the high points from the meeting? Anything new?

Thanks
Scott

Dan

The EIG has a 365 day chart of Natural Gas consumption/demand from the EIA. Would you happen to have data where we can see the 5 year history of usage by consumption source?

Thanks

Dan For Comstock, during the Q3 Earnings call the CEO/CFO said that paying down debt is their first priority and then the CEO mentioned the remaining $100 million of revolving debt would be extinguished in Q4. My question is, after that, how easily can Comstock acquire the remaining structured debt ...

Victoria Nuland has been at the center of Ukraine since the overthrow of the legitimate government back in 2014 (Obama/Biden). The video you link to I believe is from February where she's threatening the Nordstream 2. Declaring sanctions, and most certainly blowing up two of another country's pipeli...

Dan, I would like to offer a bit of constructive criticism regarding Friday's webinar with Mobius. The speakers were subject matter experts in Oil & Gas. Some of their discussion and nomenclature (industry jargon) was beyond an intermediate audience level competency. Notwithstanding the above, w...

A reverse split is a gimmick. Selling the company? Not right now, as the buyer would get all the value (look at Harold Hamm's offer to Continental). The value right now is in the rising FCF. Hemisphere should be debt free in Q3, with rising FCF from both debt savings and increased production. The po...

Amen to that.