Search found 34646 matches

by dan_s
Mon Apr 22, 2024 8:49 am
Forum: The View from Houston
Topic: Dan's Interview on KE Report - recorded April 17
Replies: 4
Views: 123

Re: Dan's Interview on KE Report - recorded April 17

Last Tuesday I spent 45 minutes talking to two members of the REPX management team. They are excited about the potential of RPC Power LLC. Two years ago at an energy conference in Dallas I watched a presentation of the concept of modular power plants (for electricity) that made a lot of sense to me....
by dan_s
Mon Apr 22, 2024 8:42 am
Forum: Sweet 16 Portfolio
Topic: Vital Energy and its solvency
Replies: 9
Views: 402

Re: Vital Energy and its solvency

I had to focus on the newsletter all weekend. I will take a hard look at the model for Vital today. VTLE closed on Friday at $53.79, which is below book value of approximately $73/share. There is nothing I see that justifies this stock trading below book value. My current value of $102/share is base...
by dan_s
Sun Apr 21, 2024 3:07 pm
Forum: Other topics of interest
Topic: Metals Prices
Replies: 7
Views: 233

Re: Metals Prices

First half of this Korelin Economic report focuses on metals. https://www.kereport.com/2024/04/20/weekend-show-matt-geiger-dan-steffens-investing-in-gold-silver-oil-and-nat-gas-stocks/ I am interviewed on this show once a month. On this show I highlight Riley Exploration Permian (REPX) and Surge Ene...
by dan_s
Sun Apr 21, 2024 2:48 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - April 21
Replies: 0
Views: 124

Sweet 16 Update - April 21

I am finishing up the newsletter today, so this will be short. Also, no podcast this weekend. I will record a podcast on Wednesday or Thursday because Susan & I will be on a cruise ship (Celebrity APEX) April 26 to May 2. I will have internet access, so I will be checking the markets on sea days...
by dan_s
Sun Apr 21, 2024 1:27 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Valuation Update - Apr 19
Replies: 7
Views: 198

Re: ROK Resources (ROKRF) Valuation Update - Apr 19

Buying stocks via the pink sheets is just a way to buy stocks of companies that are traded on foreign exchanges. You can also open international brokerage accounts, but it adds a bit more bookkeeping. Other pink sheet companies include: Hemisphere Energy: HMENF InPlay Oil: IPOOF Surge Energy: ZPTAF ...
by dan_s
Sun Apr 21, 2024 8:23 am
Forum: The View from Houston
Topic: Dan's Interview on KE Report - recorded April 17
Replies: 4
Views: 123

Dan's Interview on KE Report - recorded April 17

My interview starts at the 30 minute mark: https://www.youtube.com/watch?v=knUYMA4A7qQ

I highlight REPX and SGY.TO starting at around the 45 minute mark.

I am finishing up the April newsletter today. I will be sent out on Monday morning.

I will record a podcast on Wednesday or Thursday.
by dan_s
Sat Apr 20, 2024 10:19 am
Forum: The View from Houston
Topic: News impacting oil and gas prices - Apr 20
Replies: 0
Views: 75

News impacting oil and gas prices - Apr 20

OilPrice.com: Friday, April 19th 2024 The drastic seesawing of oil prices in recent trading sessions reflects the uncertainty surrounding the Israel-Iran conflict, with initial reports of Israeli strikes on Iranian soil ratcheting up Brent above $90 per barrel, only to see them plunge back to $86 pe...
by dan_s
Sat Apr 20, 2024 8:15 am
Forum: The View from Houston
Topic: Has U.S. crude oil production peaked?
Replies: 0
Views: 62

Has U.S. crude oil production peaked?

Probably not yet, but we are getting close to "Peak Production". The only oil basin with upside is the Permian Basin, with most of the upside being in the Delaware Basin, a sub-basin of the Permian. ---------------------------- OilPrice.com The total number of active drilling rigs for oil ...
by dan_s
Sat Apr 20, 2024 7:57 am
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Valuation Update - Apr 19
Replies: 7
Views: 198

Re: ROK Resources (ROKRF) Valuation Update - Apr 19

It is a Canadian stock exchange primarily for smaller companies: https://www.tsx.com/trading/tsx-venture-exchange "The TSX Venture Exchange is a stock exchange in Canada. It is headquartered in Calgary, Alberta, with offices in Toronto, Vancouver, and Montreal. All trading through the Exchange ...
by dan_s
Fri Apr 19, 2024 12:59 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Valuation Update - Apr 19
Replies: 7
Views: 198

Re: ROK Resources (ROKRF) Valuation Update - Apr 19

First Call's current price target is $0.73Cdn per share.

Trading volume on the venture exchange is more that 3X higher today than normal daily volume.