Search found 78 matches

by RTaber1
Fri Sep 08, 2023 12:37 pm
Forum: Picks and tips from the EP community
Topic: Permian Resources
Replies: 1
Views: 192

Permian Resources

Any updated valuation on PR post acquisition?
by RTaber1
Tue May 16, 2023 1:59 pm
Forum: Picks and tips from the EP community
Topic: Exxon in talks to buy Pioneer Natural Resources
Replies: 1
Views: 182

Exxon in talks to buy Pioneer Natural Resources

There have been three important acquistions made in the Permian since the April 10 announcement that Exxon is talking with PXD. Qvintiv made $4 billion acquisition. Callon made $475 million acquisition. US Energy made $225 billion acquisition in the Mascot holdings in the Midland Coterra Energy anno...
by RTaber1
Sun May 14, 2023 3:47 pm
Forum: Picks and tips from the EP community
Topic: Talos Energy --our heads are spinning.
Replies: 0
Views: 137

Talos Energy --our heads are spinning.

Recent news is that several analysts have sharply downgraded earnings estimates for Talos Energy by as much as 40% despite the EnVen Energy deal which is projected to grow 2023 production by 40% to about 80k bod plus the April announcement $100 million share buyback from Talos Energy. EPG targets a ...
by RTaber1
Mon May 08, 2023 12:40 pm
Forum: Picks and tips from the EP community
Topic: Earthstone's outlook
Replies: 1
Views: 213

Earthstone's outlook

Earthstone made 3 acquisitions to move production up to about 100,000 bod in 2022.
But they seem so unloved by the market.
What am I missing?
In which sub-basins are their reserves?

Thank you.
by RTaber1
Wed May 03, 2023 1:06 pm
Forum: Picks and tips from the EP community
Topic: Pioneer Natural Resources potential buy-out
Replies: 1
Views: 735

Pioneer Natural Resources potential buy-out

The offer for Pioneer Natural Resources is $52 billion?
How much does that amount to per share of PXD?

Thank you.
by RTaber1
Thu Feb 23, 2023 7:43 pm
Forum: Picks and tips from the EP community
Topic: Star Bulk Carriers SBLK
Replies: 0
Views: 480

Star Bulk Carriers SBLK

Revenues in line with estimates but missed last quarters earnings by 1.9%. Star Buik Carriers owns 128 dry bulk carriers ships that transport grain, fertilizer, coal, iron ore and steel products around the world. Day rates are up since 2021 to $30,000 per day or more. Cost of daily operation: about ...
by RTaber1
Fri Jan 06, 2023 2:02 am
Forum: Picks and tips from the EP community
Topic: BPT
Replies: 0
Views: 283

BPT

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!
by RTaber1
Fri Jan 06, 2023 2:02 am
Forum: Picks and tips from the EP community
Topic: BPT
Replies: 0
Views: 171

BPT

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!
by RTaber1
Fri Jan 06, 2023 2:02 am
Forum: Picks and tips from the EP community
Topic: BPT
Replies: 0
Views: 165

BPT

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!
by RTaber1
Fri Nov 25, 2022 6:17 pm
Forum: Picks and tips from the EP community
Topic: Electric charging stations
Replies: 1
Views: 391

Electric charging stations

The recently passed Inflation Reduction Act allocates billions to build 500,000 electric charging stations in the United States. Major oil companies are now planning to downsize the number of gas pumps at retail stations and replace them with charging stations because of the big government subsidy a...