Energy Prospectus

https://twitter.com/PetroGirl1/status/1782342599652552749

Want to play the narrowing of differentials for Canadian WCS oil? I submit for your review and approval... Meg Energy. https://seekingalpha.com/article/4684704-meg-energy-impacts-new-royalty-regime-trans-mountain-expansion-payouts TMX is expected to come online May 1st. I own ROK, SU, Surge Energy a...

Vital last qtr earnings and guidance https://investor.vitalenergy.com/news-releases/news-release-details/vital-energy-reports-fourth-quarter-and-full-year-2023-financial Presentation https://investor.vitalenergy.com/static-files/0a7614e2-e566-4cc2-9767-b64240c9b3c2 Transcript https://seekingalpha.co...

Another man's opinion... 338 m FCF https://seekingalpha.com/article/4680571-vital-energy-extends-its-debt-maturities-and-continues-to-deleverage Interestingly, His FCF is double Dan's model but his valuation is less at $65 vs Dan's TP of $ 102. This could be a timing difference vs now and future TP ...

One thing regarding Dan's models, his "operating cash flow" is not to be confused with FCF main dif is it's before cap ex. FCF = free cash flow is all cash flow, so operating cash flow less cap ex He has Vital operating cash flow roughly 950. He has cap ex (750 to 850). (950-800) = 150 m f...

https://thetranscript.substack.com/notes

https://twitter.com/Jerusalem_Post/status/1781123916825567461 https://twitter.com/mrbarnicoat/status/1781130771836592347 Now saying limited strike.. They gave a head fake yesterday saying they would wait until next week. Crude is up 3.00 after hours. Now 3.25 at 10:32 est up 3.50 @ 1036 est Even NG ...

Actually, the buyer backed away and the stock then weakened

That’s news to me Doocy: “Now that we know that the Iranians do not listen to President Biden’s public warnings, Is there any regret here about unfreezing billions of dollars for Iranian leaders during the President’s administration?” WH’s John Kirby: “What unfreezing are you talking about?” Doocy: ...

They just got a shout out on CNBC Oakmark funds value investor