Energy Prospectus

Up as high as 20% today with ~70k shares traded in the last 20 minutes. Not seeing any news but something looks to be going down. I suppose we'll find out shortly.

They do a really good job telling their story in that IR deck. Sounds like a solid management team.

PDCE up 6% this morning via Seeking Alpha: PDC Energy (PDCE) provided updated guidance ahead of the market open Friday, following the close of its Great Western acquisition earlier in the month. Management provided pro-forma forecasts at the time of the acquisition announcement in February, and assu...

I think he will lean on CVX to acquire them.

well said. thanks for sharing!

Fraser, FYI, Sandridge Energy ($SD) does not hedge their gas production, if you're interested.

Dan--assuming we get seriously near inventory mins in NG, I suppose HH should theoretically get to near parity with TTF/JKM (delivered Europe/Asia LNG quote) in order to close the export arb. Agreed?

to add to that I'm reading forecasts of more severe than average hurricane season. could really dent builds in Q3

Heaven forbid one of our major complex refiners goes down this spring/summer. Zero slack in the system.

Joe better hope we have a relatively mild hurricane season

I wonder at what time does reality hit for the EV car buyers. I guess they will continue to show strong growth numbers for some time since their baseline share is so low, but absent subsidies, I just don't see the everyday person getting excited about EV's.