Search found 135 matches

by allen46
Fri Oct 13, 2023 4:16 pm
Forum: Monthly Webinars and Luncheons
Topic: Mining for electric-powering minerals has left 23 million people exposed to toxic waste, 500,000km of rivers polluted an
Replies: 2
Views: 7721

Re: Mining for electric-powering minerals has left 23 million people exposed to toxic waste, 500,000km of rivers pollute

It's amazing to me that so many people are taken in by the EV scam. Of course then I see all the people who deny that Hamas did anything wrong.
by allen46
Fri Oct 13, 2023 11:16 am
Forum: Other topics of interest
Topic: Best interview I have seen
Replies: 5
Views: 2561

Re: Best interview I have seen

Thanks for sharing this. I'm glad to see some of our leaders are willing to speak out.
by allen46
Wed Oct 11, 2023 10:07 pm
Forum: Picks and tips from the EP community
Topic: XOM-Pioneer Acq Confirmed
Replies: 11
Views: 9160

Re: XOM-Pioneer Acq Confirmed

I don't like this deal and have a large position in PXD. PXD is dead money now. Will probably sell and put proceeds in other oil heavy stocks.

CVE, MEG, CPG, BTE KGEIF, and ATHOF are on my list to add to existing positions.
by allen46
Tue Oct 10, 2023 8:06 pm
Forum: Other topics of interest
Topic: Eric Nuttall , live now
Replies: 7
Views: 2655

Re: Eric Nuttall , live now

His top 3 stocks picks right now are 1. CVE, 2. Athabasca and 3. CPG
by allen46
Mon Oct 09, 2023 8:53 pm
Forum: Other topics of interest
Topic: Phil Flynn
Replies: 1
Views: 1342

Re: Phil Flynn

Thanks Fraser!
by allen46
Mon Oct 09, 2023 8:48 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6
Replies: 12
Views: 6171

Re: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6

I hope so - I bought a huge position in July at $4.65.
by allen46
Fri Oct 06, 2023 2:38 pm
Forum: The View from Houston
Topic: Why is Exxon willing to pay so much for PXD?
Replies: 2
Views: 1429

Re: Why is Exxon willing to pay so much for PXD?

Dan, as I calculate, the takeover price is about $250/share which is close to your valuation of $257, so I don't feel that Exxon is "willing to pay so much for PXD" as it isn't much of a premium to the value yesterday or a reasonable value at relatively low WTI prices used in your valuatio...
by allen46
Fri Oct 06, 2023 10:44 am
Forum: Sweet 16 Portfolio
Topic: Natural gas and NGL production by Company for Q4
Replies: 3
Views: 1946

Re: Natural gas and NGL production by Company for Q4

For clarification, as I understand it, the % NG and NGL production is nowhere close to the % of revenues. For example, VTLE had 52% NG and NGL but since oil gets a much higher price than the r6 to 1 ratio, the % of revenues they receive from NG and NGL is somewhere below 20%
by allen46
Wed Oct 04, 2023 3:19 pm
Forum: Other topics of interest
Topic: Paradigm Shift: Black Rock Figures it out...
Replies: 4
Views: 1965

Re: Paradigm Shift: Black Rock Figures it out...

Interesting but the guys accent and fast speech made it hard to understand
by allen46
Tue Oct 03, 2023 7:23 pm
Forum: Other topics of interest
Topic: Swimsuit edition out!! See cover now!!
Replies: 3
Views: 1661

Re: Swimsuit edition out!! See cover now!!

We are losing our country