Search found 138 matches
- Thu Mar 25, 2021 8:44 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Update - Mar 17
- Replies: 2
- Views: 1027
Re: Hemisphere Energy (HMENF) Update - Mar 17
Dan, Need some help navigating your 3/11 updated Hemisphere Forecast spreadsheet, specifically the cash flow figure (Row 46). Starting with NI (cell reference - N41), you add back (N15 - Exploration/evaluation), N16 (DD&A), N17 (Impairment), N19 (Stock based comp), and N39 (Deferred income tax)....
- Thu Mar 11, 2021 5:38 pm
- Forum: Sweet 16 Portfolio
- Topic: Talos Energy (TALO) Q4 Results - Mar 10
- Replies: 5
- Views: 1904
Re: Talos Energy (TALO) Q4 Results - Mar 10
Dan, I see a small project schedule showing a projected timeline from 2019 to production for the Zama field. It would appear that they are in the Unitization Phase, I presume where PEMEX and Talos agree to some type of split? The chart shows that after the Unitization is complete, some type of final...
- Thu Mar 11, 2021 1:55 pm
- Forum: Other topics of interest
- Topic: A primer on Reserves
- Replies: 1
- Views: 1181
A primer on Reserves
Dan,
I'm wondering if you have a particular book or resource that you could point to that would help a non-energy person understand the definitional differences between the various reserves (proven, proven and developing, probable, NPV10, etc.). I
Thanks
I'm wondering if you have a particular book or resource that you could point to that would help a non-energy person understand the definitional differences between the various reserves (proven, proven and developing, probable, NPV10, etc.). I
Thanks
- Tue Mar 02, 2021 12:19 pm
- Forum: Picks and tips from the EP community
- Topic: EXRO Technologies
- Replies: 3
- Views: 1454
EXRO Technologies
Down over 45% today.
- Mon Mar 01, 2021 11:04 am
- Forum: The View from Houston
- Topic: March 1 Webinar starts at 10AM CT
- Replies: 5
- Views: 1531
Re: March 1 Webinar starts at 10AM CT
I never got the invitation link after registration either.
- Fri Feb 26, 2021 12:31 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - Feb 26
- Replies: 3
- Views: 1311
Re: Oil & Gas Prices - Feb 26
Dan I wonder if you wouldn't mind explaining the Gas market either here or in your weekly podcast. Specifically, you talk about "MY TAKE: Refilling U.S. and Canadian natural gas storage is not "optional", utilities MUST HAVE AT LEAST 3,500 BCF IN STORAGE BY MID-NOVEMBER TO MAKE IT THR...
- Thu Feb 25, 2021 8:24 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Update - Feb 24
- Replies: 2
- Views: 1299
Re: Hemisphere Energy (HMENF) Update - Feb 24
Dan, I'm wondering about the # of shares outstanding for Hemisphere. I see where they were busy buying back shares in 2020, however, the table of stock options from Q3 2020 shows 8.5 million stock option (shares) with an exercise price below current market. Based on this, should we consider the exer...
- Thu Nov 05, 2020 10:33 am
- Forum: Sweet 16 Portfolio
- Topic: Comstock down 10%
- Replies: 2
- Views: 1353
Comstock down 10%
Comstock reported a loss of .57 per share, mostly due to an unrealized loss on hedging. Dan, you were forecasting .04 per share, and the headline said they would have come in at $.06 per share without the U/L. What can you say about the unrealized loss? I'm assuming this presents a nice price point?...