Search found 34835 matches
- Wed May 29, 2024 6:24 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy Update - May 29
- Replies: 1
- Views: 41
Hemisphere Energy Update - May 29
Hemisphere's Q1 results were good and revenues should be much higher in Q2 and then ramp up to 4,000 bopd by year-end. Realized oil prices should be more than $10/bbl higher in Q2. Operations Update Hemisphere's Atlee Buffalo polymer injection projects both continue to perform well, contributing to ...
- Wed May 29, 2024 5:41 pm
- Forum: The View from Houston
- Topic: May 29th Fishing Trip
- Replies: 0
- Views: 66
May 29th Fishing Trip
Today we caught 22 fish about 15 miles south of Puerto Vallarta. We traded them for 6 lobsters.
- Wed May 29, 2024 5:39 pm
- Forum: Picks and tips from the EP community
- Topic: Earnings surprise potential -- any suggestions?
- Replies: 2
- Views: 129
Re: Earnings surprise potential -- any suggestions?
My forecast models show my Q2 EPS forecast compared to TipRanks' Q2 EPS forecast. First Call's EPS forecasts call be found on Yahoo Finance.
- Wed May 29, 2024 5:29 pm
- Forum: Sweet 16 Portfolio
- Topic: Permian Resources - Finances and growth potential
- Replies: 1
- Views: 256
Re: Permian Resources - Finances and growth potential
I expect PR's 2024 drilling program to add a lot of proven reserves. Rising natural gas prices will also extent the economic limits of existing wells, adding more proven reserves.
- Tue May 28, 2024 7:30 am
- Forum: The View from Houston
- Topic: May Newsletter
- Replies: 0
- Views: 82
May Newsletter
You may notice a few typos in today's cover letter. I had a few "adult beverages" before I wrote it.
- Tue May 28, 2024 6:28 am
- Forum: The View from Houston
- Topic: Out of the Office the week of May 28 to June 2
- Replies: 0
- Views: 49
Out of the Office the week of May 28 to June 2
Susan & I will be heading down to Puerto Vallarta this morning and we will return on June 2. Actually, it is cooler in Mexico than in Houston + fishing is much better. We do have good internet connection where we are staying, so I will be checking in from time to time. OPEC+ announcement on June...
- Mon May 27, 2024 8:07 am
- Forum: Other topics of interest
- Topic: The War on Fossil Fuel has been lost
- Replies: 0
- Views: 107
The War on Fossil Fuel has been lost
Note from David Blackman - May 27 The collapse of the Western world’s EV boomlet has evolved rapidly over the last year or so. The first inklings made their way into the legacy media with a rash of complaints by car dealers around the US that their lots were being overwhelmed with electric models sh...
- Sun May 26, 2024 12:11 pm
- Forum: Picks and tips from the EP community
- Topic: Solaris Oilfield Infrastructure (SOI) Valuation Update - May 14
- Replies: 1
- Views: 107
Re: Solaris Oilfield Infrastructure (SOI) Valuation Update - May 14
Solaris is one of four companies in our Small-Cap Growth Portfolio that pay good dividends and there is a good chance that they raised dividends later this year. Based on the May 24th closing prices here are the annualized dividend yields. GRNT: 6.70% REPX: 5.61% SOI: 5.38% < Safest bet since Solari...
- Sat May 25, 2024 8:32 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY) has been added to the Sweet 16
- Replies: 5
- Views: 374
Crescent Energy (CRGY) has been added to the Sweet 16
Today Crescent Energy (CRGY) replaces Talos Energy (TALO) in the Sweet 16. My Sweet 16 summary spreadsheet (all 3 tabs) as of 5/25/2024 has been updated and posted to the EPG website. The forecasts for all 35 stocks in our three model portfolios can be found on the updated spreadsheet. The stocks in...
- Sat May 25, 2024 8:16 am
- Forum: Sweet 16 Portfolio
- Topic: Baytex Energy (BTE) Valuation Update - May 10
- Replies: 2
- Views: 250
Re: Baytex Energy (BTE) Valuation Update - May 10
I like BTE for two reasons: 1. I believe the "Right Price" for WTI is over $80/bbl, which supports HFI's Bull Case below. 2. I also believe that they acquired Ranger Oil (a company I followed for over five years) are a very good price. Baytex has a lot of upside in the South Texas Eagle Fo...