Energy Prospectus

Any idea why sbow is acting like the ugly stepchild?

Your last line made me wonder; are you saying that we must wait until Q4 2024 to see if your guidance should go up? If yes, that seems a bit unusual.

The Netherlands is taking steps to close the natgas fields in Groningen; Europe's largest. They expect it to be closed by the end of next year. Reason? The ground is such that the drilling has been causing a series of earthquakes, which are damaging property, and authorities are concerned that it wi...

None that I have seen. These two bonds seem to be an anomaly. However, if you go to stockmarketmba.com/listofpreferredstocks.php, you will find many preferreds (not generally energy) on the bargain counter. I particularly like the fixed-to-floating (ftf) for BDCs that are selling under par, yielding...

To all: Go to finra-markets.morningstar.com/BondCenter/. Just hit Search and then enter the name of the company in order to get info. As to buying, I happen to use TD. It is just as easy as buying stock.

Thx

Dan, I just read in this morning's Hart Energy newsletter that an outfit named Kimmeridge bought Laredo, and failed in negotiations to buy Silverbow, which prompted Silverbow to adopt a poison pill. What are the implications of both situations on the respective stocks? Perhaps you can speak to both ...

CPE, and LPI each have a high yield bond outstanding. The CPE matures on 7/26, and the LPI on 1/25. I thought I would bring them to your attention again because along with the rest of the sector these bonds' prices have pulled back as well. The CPE closed at $91, providing an effective ytm of about ...

The Zoom meeting is just about over, but not quite. I have been following this stuff for quite some time, and I guess I should be embarrassed because I have no idea what the two guests said nor what their conclusions were.

...as the price of oil continues to struggle.