Search found 328 matches

by Cliff_N
Wed Sep 21, 2022 1:28 pm
Forum: The View from Houston
Topic: Situation in Europe is "dire" - Sept 21
Replies: 3
Views: 933

Re: Situation in Europe is "dire" - Sept 21

All that knee slapping laughter at #45 when he warned the Germans at the UN about being dependent on Nordstream must be haunting now.
by Cliff_N
Tue Sep 06, 2022 10:14 pm
Forum: Other topics of interest
Topic: The Sanctions War Update - Sept 6
Replies: 5
Views: 1078

Re: The Sanctions War Update - Sept 6

Great book on the Green New Deal; Green Fraud “In Green Fraud, Morano shows that the growing movement from the Left isn’t about the climate at all—it’s about controlling every aspect of American lives and implementing broad, socialist policies.” —Senator James Inhofe “The Green New Deal is one of th...
by Cliff_N
Tue Sep 06, 2022 2:14 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Sept 6
Replies: 5
Views: 806

Re: Oil & Gas Prices - Sept 6

The lockdowns in China are especially misguided considering the variant of Covid is far more infectious and far less lethal than the original. This is exactly what is needed for herd immunity. Since May 20th the USA is averaging 100K cases per day in a population that is much smaller than China. Som...
by Cliff_N
Sat Sep 03, 2022 1:39 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - Sept 3
Replies: 2
Views: 1801

Re: Sweet 16 Update - Sept 3

Appreciate any updates on CPE. Since it is the only stock down about 6% since January 1, 2021. I have done well with stock since March 2020, but may be switching to a few others. Suggestions?

Thanks!

Cliff
by Cliff_N
Fri Sep 02, 2022 12:37 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Sept 2
Replies: 3
Views: 692

Re: Oil & Gas Prices - Sept 2

Team Biden should not be dealing with Iran after it came to light they were out to assassinate both Bolton and Pompeo. Huge sign of weakness.
by Cliff_N
Thu Sep 01, 2022 12:35 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Sept 1
Replies: 3
Views: 863

Re: Oil & Gas Prices - Sept 1

Dan, is there some rationale as to why the Saudis are so quiet while oil is tanking? It would seem after their concerns expressed last week on misinformation and unhelpful perceptions in the market, they would be sounding off this week. Even though OPEC is not meeting the current quotas, do you expe...
by Cliff_N
Wed Aug 31, 2022 3:09 pm
Forum: Monthly Webinars and Luncheons
Topic: August 31st Webinar
Replies: 2
Views: 1962

Re: August 31st Webinar

Dan, thanks for the Riley webinar today. I believe this is the document you referenced for the hedge information relative to Riley, is that correct? https://energyprospectus.com/riley-expl ... -forecast/
by Cliff_N
Fri Aug 26, 2022 9:05 am
Forum: Picks and tips from the EP community
Topic: What is happening with HPK?
Replies: 2
Views: 818

Re: What is happening with HPK?

From the read on their web site, it appears to be 85% oil. Assume the rest is gas.
by Cliff_N
Thu Aug 25, 2022 1:35 pm
Forum: Picks and tips from the EP community
Topic: What is happening with HPK?
Replies: 2
Views: 818

What is happening with HPK?

This stock has been trending the last three days; closed on Monday at $21.00 today is up 13% to $27.87. They have missed their earnings four quarters in a row! HighPeak Engergy. Any ideas on what is driving this performance?
by Cliff_N
Thu Aug 25, 2022 1:31 pm
Forum: The View from Houston
Topic: Update on Iran Deal from RBC Capital - Aug 25
Replies: 2
Views: 685

Re: Update on Iran Deal from RBC Capital - Aug 25

Seems strange and probably appears very weak from the US perspective that Iran tried to assassinate two former State Department officials and the JB Administration is still trying to make a deal.