Search found 135 matches
- 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'...
- 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'...
- 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...
- 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...
- 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.
- 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.
- 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
- 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.
- 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. LOL
- 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.