Search found 425 matches

by cmm3rd
Fri Jul 28, 2023 11:52 am
Forum: Sweet 16 Portfolio
Topic: Truist Financial's Updated Price Targets - July 28
Replies: 2
Views: 703

Re: Truist Financial's Updated Price Targets - July 28

What is Truist's price target for AR? The 7/28 clip you posted says "$24.53, Buy." I'm guessing that report was written when the last price was $24.53, which had to be before July 27 close ($25.40). Did they give a price target?

Thanks.
by cmm3rd
Fri Jul 14, 2023 1:10 am
Forum: The View from Houston
Topic: Canadian miners HMEnf, IPOOF
Replies: 9
Views: 7879

Re: Canadian miners HMEnf, IPOOF

It is best not to own the Canadian dividend payers in an IRA because they still withhold 15% and you don't get it back. This is another reason I prefer companies hold on to the cash. They deduct 15 % and you pay taxes on the whole amount. I think these statements may be incorrect. 1. I hold both HM...
by cmm3rd
Sun Jul 02, 2023 12:24 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Price Targets - June 30
Replies: 3
Views: 1644

Re: Earthstone Energy (ESTE) Price Targets - June 30

Thanks, Dan, for keeping us updated on analysts’ price targets. To the extent they represent what others (whose jobs are to know these companies and to whom some investors may look) are thinking, they are a good-to-know datapoint.
by cmm3rd
Mon Jun 05, 2023 12:24 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Update - May 11
Replies: 2
Views: 1219

Re: Earthstone Energy (ESTE) Update - May 11

If ESTE has adhered to the presentation schedule you posted, in May they presented to TPH, GS, and WF. Do you happen to know whether any of those companies have issued any reports with price targets (or adjustments to PTs)? The trend since mid April has been (overall) down, with lower highs. So far,...
by cmm3rd
Sat Mar 11, 2023 8:56 am
Forum: Picks and tips from the EP community
Topic: REI Q4 and 2022 Results
Replies: 5
Views: 712

REI Q4 and 2022 Results

Dan, Did you see any surprises in Ring's Q4 report (highlights below)? How do you think the market will assess their current leverage and the likely length of time it will take them to reduce their debt meaningfully? Ring Energy Announces Record Fourth Quarter and Full Year 2022 Results, Nearly 80% ...
by cmm3rd
Wed Mar 08, 2023 5:59 pm
Forum: Sweet 16 Portfolio
Topic: ESTE Q4/YE report
Replies: 1
Views: 596

ESTE Q4/YE report

THE WOODLANDS, Texas, March 08, 2023 (GLOBE NEWSWIRE) -- Earthstone Energy, Inc. (NYSE: ESTE) (“Earthstone”, the “Company”, “we” or “us”), today announced financial and operating results for the quarter and year ended December 31, 2022. Fourth Quarter 2022 Highlights Repurchased 3 million shares of ...
by cmm3rd
Mon Feb 27, 2023 2:54 pm
Forum: The View from Houston
Topic: WSJ - SOS for the U.S Electric Grid
Replies: 0
Views: 2765

WSJ - SOS for the U.S Electric Grid

S.O.S for the U.S. Electric Grid PJM Interconnection sounds the latest alarm that fossil-fuel plants are shutting down without adequate replacement power. The political class yawns. By The Editorial Board Feb. 26, 2023 4:47 pm ET The warnings keep coming that the force-fed energy transition to renew...
by cmm3rd
Mon Feb 27, 2023 8:08 am
Forum: The View from Houston
Topic: Vanguard Bucks the ESG Orthodoxy
Replies: 1
Views: 370

Vanguard Bucks the ESG Orthodoxy

This WSJ Opinion article is noteworthy, especially for investors in Vanguard funds. Vanguard’s CEO Bucks the ESG Orthodoxy Tim Buckley pulls out of the Net Zero Managers initiative and affirms his fiduciary duty to clients. https://www.wsj.com/articles/vanguards-ceo-bucks-the-esg-orthodoxy-tim-buckl...
by cmm3rd
Wed Feb 22, 2023 8:00 pm
Forum: The View from Houston
Topic: Freeport approved to operate one train fully, start second
Replies: 2
Views: 512

Re: Freeport approved to operate one train fully, start seco

That was a tempting inference from the delay, however I have read that safety culture there left much to be desired. No way to know the truth, so making no judgment. Looking forward, let's hope train two gets up and running fully very soon, to be followed by train three, and that thereafter there ar...
by cmm3rd
Wed Feb 22, 2023 12:16 pm
Forum: The View from Houston
Topic: Freeport approved to operate one train fully, start second
Replies: 2
Views: 512

Freeport approved to operate one train fully, start second

FREEPORT LNG RECEIVES REGULATORY APPROVAL FOR COMMERCIAL OPERATIONS OF ITS LIQUEFACTION FACILITY Houston, TX, February 21, 2022 – Freeport LNG Development, L.P. (Freeport LNG) today announced that it has received regulatory approval to commence commercial operations of the company’s natural gas liqu...