Search found 135 matches

by allen46
Tue Mar 19, 2024 4:01 pm
Forum: Picks and tips from the EP community
Topic: Horseshoe well drilling
Replies: 2
Views: 658

Re: Horseshoe well drilling

I don't understand. If you drill out a mile, why do you drill back?
by allen46
Wed Mar 13, 2024 2:58 pm
Forum: Sweet 16 Portfolio
Topic: Kimmeridge Energy makes offer to buy SBOW - Mar 13
Replies: 10
Views: 1368

Re: Kimmeridge Energy makes offer to buy SBOW - Mar 13

Thanks FRASER, I totally agree with your assessment. This is a very lousy deal.
by allen46
Sun Mar 03, 2024 9:15 pm
Forum: Other topics of interest
Topic: LNG Pause
Replies: 3
Views: 225

Re: LNG Pause

Frasier, thanks for posting this. It's amazing to me how stupid some people are and they are very dangerous because they have money and power. What do they expect to replace natural gas with?
by allen46
Sat Feb 24, 2024 10:10 pm
Forum: The View from Houston
Topic: Paul Sankey-Saudi is Bailing out oil Economy
Replies: 2
Views: 255

Re: Paul Sankey-Saudi is Bailing out oil Economy

Thank you also. Very informative interview. He also OVV and DVN don't have the reserves needed for higher valuation. Likes FANG a lot.
by allen46
Fri Feb 23, 2024 11:42 am
Forum: Sweet 16 Portfolio
Topic: EOG Resources (EOG) Q4 Results - Feb 22
Replies: 3
Views: 218

Re: EOG Resources (EOG) Q4 Results - Feb 22

Unfortunately the market doesn't agree with you as the stock is down 5%. Energy stocks with good cash flow and dividends are not what people want to own - they would rather own NVDA and similar stocks that trade at PEs over 50 but also have huge potential growth.
by allen46
Thu Feb 01, 2024 9:11 pm
Forum: Sweet 16 Portfolio
Topic: CRK - NEW LOW
Replies: 15
Views: 1508

Re: CRK - NEW LOW

Frasier - it's hard to call the low buy both AR and CRK have to be close. Might be time to start scaling in.
by allen46
Tue Jan 30, 2024 10:09 pm
Forum: The View from Houston
Topic: Saudi Arabia drops plan to increase production capacity
Replies: 3
Views: 533

Re: Saudi Arabia drops plan to increase production capacity

I'm starting to believe that Fraser is a plant on this forum. He is negative on everything.
by allen46
Sun Jan 21, 2024 9:06 pm
Forum: The View from Houston
Topic: Ng hammered pre market , Question
Replies: 1
Views: 310

Re: Ng hammered pre market , Question

Glad you are back posting!
by allen46
Fri Jan 19, 2024 4:32 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Jan 19
Replies: 10
Views: 1855

Re: SilverBow Resources (SBOW) Update - Jan 19

I also have a fairly large position in SBOW and don't understand why the market valuation is so low.