Search found 34659 matches
- Tue Apr 23, 2024 3:44 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere upsides and polymer injection
- Replies: 3
- Views: 227
Re: Hemisphere upsides and polymer injection
Hemisphere's investor relations company is the same one that does IR work for InPlay Oil, which hosted the EPG luncheon in Houston today. I talked to him about both companies after the luncheon. IMO they should both be doubles for us. If the Manito Lake polymer flood is successful, HMENF should be A...
- Tue Apr 23, 2024 9:58 am
- Forum: The View from Houston
- Topic: Dan out of the office today - Apr 23
- Replies: 0
- Views: 79
Dan out of the office today - Apr 23
I will be heading over to Maggiano's for our luncheon that is being hosted by InPlay Oil.
I should be back at my desk by 2:30. I will post my notes from Doug Bartole's presentation.
All seats are taken for today's luncheon.
I should be back at my desk by 2:30. I will post my notes from Doug Bartole's presentation.
All seats are taken for today's luncheon.
- Tue Apr 23, 2024 9:55 am
- Forum: Sweet 16 Portfolio
- Topic: Baytex Energy (BTE) increase Stock Buyback - Apr 22
- Replies: 0
- Views: 137
Baytex Energy (BTE) increase Stock Buyback - Apr 22
Calgary, Alberta--(Newsfile Corp. - April 22, 2024) - Baytex Energy Corp. (TSX: BTE) (NYSE: BTE) ("Baytex") today announced it obtained an exemption order from the Canadian securities regulators which permits Baytex to purchase up to 10 percent of the "public float" (within the m...
- Tue Apr 23, 2024 9:26 am
- Forum: Sweet 16 Portfolio
- Topic: APA Corp (APA) In the news - April 22
- Replies: 0
- Views: 126
APA Corp (APA) In the news - April 22
Suriname’s Resource Boom is Back on Track With First Oil Targeted for 2028 By Matthew Smith - Apr 22, 2024, 5:00 PM CDT Suriname aims to replicate Guyana's oil success but faces challenges due to delays, commercial concerns, and global climate change efforts. TotalEnergies and APA plan to make the f...
- Mon Apr 22, 2024 2:43 pm
- Forum: Picks and tips from the EP community
- Topic: MPLX for High Yield - April 22
- Replies: 0
- Views: 96
MPLX for High Yield - April 22
I like this midstream company and probably should have kept it in our High Yield Income Portfolio, but there did not seem to be enough interest in Master Limited Partnerships (MLP). Current dividend yield is over 8.3% and it is likely to increase quarterly distributions this year. It is now one of Z...
- Mon Apr 22, 2024 2:35 pm
- Forum: Other topics of interest
- Topic: How much electricity will AI require?
- Replies: 3
- Views: 101
How much electricity will AI require?
Go to the 43rd minute of this video to understand how much electricity AI will require.
https://www.youtube.com/watch?v=DfTU5LA_kw8
The entire video is three hours long, but very thought provoking. They discuss some very deep stuff, including how AI could evolve into a "God".
https://www.youtube.com/watch?v=DfTU5LA_kw8
The entire video is three hours long, but very thought provoking. They discuss some very deep stuff, including how AI could evolve into a "God".
- Mon Apr 22, 2024 2:16 pm
- Forum: The View from Houston
- Topic: Feds losing the War on Inflation
- Replies: 3
- Views: 138
Re: Feds losing the War on Inflation
I agree 100%.
- Mon Apr 22, 2024 1:13 pm
- Forum: The View from Houston
- Topic: Feds losing the War on Inflation
- Replies: 3
- Views: 138
Feds losing the War on Inflation
Note from one of our very smart investors. He likes gold, copper and oil because they are "real assets". Commodity prices are rising since both the U.S.’s and China’s manufacturing have begun rising in sync—and China’s economy is beyond the Fed’s control. Biden’s proposed steel tariffs wou...
- Mon Apr 22, 2024 1:01 pm
- Forum: Picks and tips from the EP community
- Topic: Source Rock Royalties Ltd. (SRR.V) Q4 Results - Apr 22
- Replies: 1
- Views: 82
Re: Source Rock Royalties Ltd. (SRR.V) Q4 Results - Apr 22
Source Rock is a pure-play oil and gas royalty company with an existing, oil focused portfolio of royalty interests concentrated in southeast Saskatchewan, central Alberta and west-central Saskatchewan. Source Rock targets a balanced growth and yield business model, using funds from operations to pu...
- Mon Apr 22, 2024 12:42 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy (VTLE) Valuation Update - Apr 22
- Replies: 0
- Views: 163
Vital Energy (VTLE) Valuation Update - Apr 22
I have updated my forecast model for Vital Energy and it has been posted to the EPG website. My valuation stays the same at $102/share. Here is what I did: > Lowered interest expense on row 34. > Increased the outstanding share count from 37 to 38 million, which is probably a bit too high. > I adjus...