Search found 135 matches

by allen46
Thu Nov 09, 2023 11:23 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3454168

Re: Ng glut!!

What a crock. Fraser loves to hear himself. We don't have a glut even though he says so with no backup. we are 10% above the average storage level. But Fraser says 10% is a glut. I sold all my NG stocks a long time ago after the LNG plant was shut down. So I'm not married to the stocks but just don'...
by allen46
Thu Nov 09, 2023 11:23 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3454168

Re: Ng glut!!

What a crock. Fraser loves to hear himself. We don't have a glut even though he says so with no backup. we are 10% above the average storage level. But Fraser says 10% is a glut. I sold all my NG stocks a long time ago after the LNG plant was shut down. So I'm not married to the stocks but just don'...
by allen46
Wed Nov 08, 2023 9:52 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3454168

Re: Ng glut!!

Also, you said that NG dropped from $9 to $3 in the past year. Please show me where you got this information. As it is totally incorrect. None of the NG companies had any quarter where they had pricing anywhere near $9. Plus most of the NG companies can make money at $3 NG but you fail to mention th...
by allen46
Wed Nov 08, 2023 9:41 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3454168

Re: Ng glut!!

I sold all my NG stocks several months ago actually shortly after the LNG plant was shutdown. Without this shutdown, the NG in storage would be about at normal levels. I think the time will come in about a year or so, once the new LNG plants come on stream that NG prices will spike. The problem is w...
by allen46
Tue Nov 07, 2023 11:59 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3454168

Re: Ng glut!!

Fraser - are you doing this is hopes of getting the NG stocks to tank? You provide nothing to back up your rants. NG is not in a glut. Lost respect for and the things that you post. NG is up in the last few months while oil is down. You have lost all credibility with me.
by allen46
Tue Nov 07, 2023 10:44 am
Forum: Sweet 16 Portfolio
Topic: CPG buying Hammerhead for $1.86 billion
Replies: 5
Views: 15226

Re: CPG buying Hammerhead for $1.86 billion

Market may be sick of them but at these very low valuations these kind of deals make a lot of sense to the acquiring company.
by allen46
Mon Nov 06, 2023 8:28 pm
Forum: Sweet 16 Portfolio
Topic: CPG buying Hammerhead for $1.86 billion
Replies: 5
Views: 15226

CPG buying Hammerhead for $1.86 billion

https://finance.yahoo.com/news/crescent-point-agrees-buy-hammerhead-212355755.html
by allen46
Tue Oct 24, 2023 1:01 pm
Forum: Other topics of interest
Topic: Fake News: Gaza Hospital Attach was propaganda
Replies: 2
Views: 1931

Re: Fake News: Gaza Hospital Attach was propaganda

Too little too late. Editor should be fired.
by allen46
Sun Oct 22, 2023 9:13 pm
Forum: The View from Houston
Topic: Surge energy comments
Replies: 2
Views: 1900

Re: Surge energy comments

Fraser, thanks again for posting this and the other things you have posted. I have a position in this one also. Now could you please post something about VTLE as it is my largest holding. :D :D LOL
by allen46
Sun Oct 22, 2023 9:09 pm
Forum: The View from Houston
Topic: 2024 FCF yields
Replies: 1
Views: 1590

Re: 2024 FCF yields

Thanks for posting this. Confirms and makes me feel good about my investments. I sold a huge overweight position in PXD and added to CPE, BTE, and ATH. also have large positions in CPG, CIVI, MEG and NOG.