Search found 970 matches

by ChuckGeb
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.
by ChuckGeb
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.
by ChuckGeb
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.
by ChuckGeb
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.
by ChuckGeb
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?
by ChuckGeb
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.
by ChuckGeb
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?
by ChuckGeb
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...
by ChuckGeb
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.
by ChuckGeb
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.