Search found 970 matches
- Tue Apr 02, 2024 9:26 am
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 183
Re: CRK issues 375 m in new debt
Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.
- Mon Apr 01, 2024 1:04 pm
- Forum: Picks and tips from the EP community
- Topic: Dorchester Minerals DMLP
- Replies: 0
- Views: 89
Dorchester Minerals DMLP
Technical indicators are bullish and variable dividend history is compelling. Worth a look and due diligence.
- Mon Apr 01, 2024 12:22 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 262
Nuttall on Bloomberg 4/2
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.
- Sat Mar 30, 2024 1:27 pm
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 230
Re: Coal Miners
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.
- Fri Mar 29, 2024 10:03 am
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 230
Coal Miners
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?
- Wed Mar 27, 2024 11:12 am
- Forum: The View from Houston
- Topic: Gassers moving up-Huh?
- Replies: 2
- Views: 995
Gassers moving up-Huh?
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.
Seems like we have a ways to go before things look up but market is popping this am.
- Sun Mar 24, 2024 9:53 am
- Forum: The View from Houston
- Topic: March 23 Podcast
- Replies: 4
- Views: 686
Re: March 23 Podcast
Are the warrants only traded on Toronto exchange or are they available on US?
- Thu Mar 21, 2024 2:50 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Mar 21
- Replies: 8
- Views: 968
Re: SilverBow Resources (SBOW) Update - Mar 21
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...
- Thu Mar 21, 2024 12:22 pm
- Forum: The View from Houston
- Topic: CRK closes week, weak
- Replies: 6
- Views: 884
Re: CRK closes week, weak
The next thing coming is tender for minority shares at $8.25 per share.
- Thu Mar 21, 2024 12:20 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - Mar 21
- Replies: 8
- Views: 968
Re: SilverBow Resources (SBOW) Update - Mar 21
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.