Search found 378 matches

by aja57
Sat Mar 16, 2024 12:52 pm
Forum: The View from Houston
Topic: wcs discount $22
Replies: 8
Views: 16823

Re: wcs discount $22

Looks like diving into Canadian oily stocks is here. Likely not factored into the stock price yet.
That and crack spreads rising. Everything is coming our way...

https://twitter.com/garquake/status/1769003164370403633
https://twitter.com/Energy_Tidbits/status/1768826604313260215
by aja57
Thu Mar 14, 2024 10:42 pm
Forum: Picks and tips from the EP community
Topic: Pxyis tankers reports tonight after close PXS
Replies: 5
Views: 377

Re: Pxyis tankers reports tonight after close PXS

Thanks, Fraser. For anyone looking for high dividend LPG tanker stock , check out BWLLF. Singapore investment holding with MC of 1.85 billion. ROIC of 27% ,FCF of S400 million last year, debt to equity of 35% and last year's dividend was $ 3.45 (25%) . Trades at $11.78. Average forecast from analyst...
by aja57
Thu Mar 14, 2024 10:00 pm
Forum: Other topics of interest
Topic: A New Surge in Power Use Is Threatening U.S. Climate Goals:
Replies: 2
Views: 350

A New Surge in Power Use Is Threatening U.S. Climate Goals:

"In an ironic twist, the swelling appetite for more electricity, driven not only by electric cars but also by battery and solar factories and other aspects of the clean-energy transition, could also jeopardize the country’s plans to fight climate change." No shit, Sherlock... https://archi...
by aja57
Thu Mar 14, 2024 4:22 pm
Forum: Other topics of interest
Topic: Congress Must Investigate John Podesta's Role In Biden's LNG Decision
Replies: 1
Views: 325

Re: Congress Must Investigate John Podesta's Role In Biden's LNG Decision

https://www.washingtonexaminer.com/opinion/2913916/bidens-illegal-climate-czar-cashes-in/
by aja57
Thu Mar 14, 2024 11:22 am
Forum: The View from Houston
Topic: Here's why oil price has pushed over $80/bbl
Replies: 2
Views: 157

Re: Here's why oil price has pushed over $80/bbl

“ Ever since the International Energy Agency switched from a pure-play information provider to an advocate of the energy transition, its forecasts about oil demand have shifted to increasingly reflect this advocacy.” https://www.zerohedge.com/energy/iea-opec-divergence-oil-demand-becomes-too-big-ign...
by aja57
Thu Mar 07, 2024 8:57 pm
Forum: Picks and tips from the EP community
Topic: Peyto Well Managed Canadian gasser
Replies: 3
Views: 199

Re: Peyto Well Managed Canadian gasser

This company had a great quarter.
https://www.peyto.com/Files/News/2024/Q42023PressRelease_Final.pdf
by aja57
Thu Mar 07, 2024 4:56 pm
Forum: Picks and tips from the EP community
Topic: Unit Corporation UNTC
Replies: 4
Views: 2865

Re: Unit Corporation UNTC

Unit Corporation Announces Update to Its Dividend Policy

https://finance.yahoo.com/news/unit-corporation-announces-dividend-policy-213000340.html
by aja57
Tue Mar 05, 2024 3:23 pm
Forum: Picks and tips from the EP community
Topic: ONEOK Inc. (OKE) Valuation Update - Feb 27
Replies: 1
Views: 225

Re: ONEOK Inc. (OKE) Valuation Update - Feb 27

Midstream stocks all seem to be hitting 52 week highs Any thoughts?
by aja57
Tue Mar 05, 2024 1:08 pm
Forum: Picks and tips from the EP community
Topic: Viper Energy (VNOM) Update - Feb 28
Replies: 6
Views: 597

Re: Viper Energy (VNOM) Update - Feb 28

Viper is in beast mode. Up 22% in a month!
by aja57
Mon Mar 04, 2024 12:23 pm
Forum: Other topics of interest
Topic: Trump
Replies: 2
Views: 212

Re: Trump

I think the real message conveyed by the SCOTUS is not whether the "shiny object" of insurrection had any merit but that section 3 of14A applied only to States having the authority of removing individual(s) from state ballots for "insurrection" and not having the authority to do ...