Search found 138 matches
- Sun Dec 04, 2022 9:32 am
- Forum: The View from Houston
- Topic: Question on your podcast
- Replies: 5
- Views: 950
Re: Question on your podcast
Freeport delayed to 1st quarter - I'm beginning to suspect CIA involvement.
- Fri Dec 02, 2022 9:22 am
- Forum: Sweet 16 Portfolio
- Topic: gasser downgrades
- Replies: 3
- Views: 1039
gasser downgrades
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
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
- Thu Dec 01, 2022 8:47 am
- Forum: Sweet 16 Portfolio
- Topic: Comstock
- Replies: 9
- Views: 5192
Re: Comstock
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...
- Tue Nov 29, 2022 8:39 am
- Forum: Picks and tips from the EP community
- Topic: Luncheon in Dallas on Tuesday, November 29
- Replies: 2
- Views: 891
Re: Luncheon in Dallas on Tuesday, November 29
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
Can you elaborate on the high points from the meeting? Anything new?
Thanks
Scott
- Fri Nov 18, 2022 8:51 am
- Forum: Picks and tips from the EP community
- Topic: 5 year Natural Gas Usage by consumption source
- Replies: 3
- Views: 1484
5 year Natural Gas Usage by consumption source
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
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
- Fri Nov 11, 2022 8:26 am
- Forum: Sweet 16 Portfolio
- Topic: Comstock questions
- Replies: 3
- Views: 1484
Comstock questions
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 ...
- Wed Sep 28, 2022 6:44 am
- Forum: The View from Houston
- Topic: Nord Stream Blast
- Replies: 5
- Views: 1446
Re: Nord Stream Blast
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...
- Mon Sep 26, 2022 9:29 am
- Forum: Monthly Webinars and Luncheons
- Topic: 9/23 Mobius Risk Management Webinar Guests
- Replies: 1
- Views: 4277
9/23 Mobius Risk Management Webinar Guests
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...
- Thu Sep 01, 2022 7:01 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy
- Replies: 5
- Views: 1710
Re: Hemisphere Energy
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...
- Mon Aug 29, 2022 4:15 pm
- Forum: Other topics of interest
- Topic: Some states fighting back
- Replies: 2
- Views: 974
Re: Some states fighting back
Amen to that.