Energy Prospectus

The reported 10-point executive letter response to the President had the below language for point # 4 Accelerate LNG Exports and Approve Pending LNG Applications Congress should amend the Natural Gas Act to streamline the Department of Energy (DOE) to a single approval process for all U.S. liquefied...

This is really a great idea. It would be a surprise if everyone isn't completely for this, and THANK GOD they are "actively" looking into this. Whew!!!! For a while there, I was worried that they weren't doing anything to help. Maybe they could set up an Energy Exchange and have Hunter's f...

The way I read the Hemisphere dividend, it's 6%'ish right now, but if you look at 2023 production and cash flow, this thing is going to yield 15% based on paying out 30% (variable) FCF. So then one wonders what if they can't buy back enough stock or find an appropriate bolt-on acquisition with the r...

And the remainder of the $12,000,000 in debt will be extinguished with the remaining FCF, which means that can be recycled next year into more goodies for the shareholders, or another $.10 per share

Dan, I ran across this company "Tellurian", which is based in Houston. The have permits for a large LNG facility in Lake Charles, and seem to have core competencies in construction and asset trading within in Oil/Gas, but they are talking about being a "fully integrated" Gas comp...

Dan

So in Q2 2022, the 615,000 (last line) is unhedged, and compiled at the price deck assumed price, correct?

For Silverbow, Company is predominately gas - think about only 16% oil They were 62% hedged as of Feb 22, and it goes up to 70% for nat gas in the third quarter and back to 64% in the fourth quarter. Next year it drops to 30% for gas. For oil, it looks like their average hedge price is $56 for the y...

Ok, now I feel like I can compute what I need for hedges

Thanks

Dan, I think you're right that Ovintiv gets overlooked. I'm reading your report on Ovintiv but I always get stuck on the hedges for everyone. Honestly, I don't find the hedge tables helpful at all. I tried to re-copy them to paper and look at them but its always an exercise in frustration. I know yo...

Dan, I know you're not as bullish as G&R, but their Q1 2022 Commentary out today provides rich detail on their unbelievable call that the Marcellus field is in the process of plateauing within the next 6 months, which according to them, once recognized will flip the domestic natural gas price fr...