Search found 969 matches
- Wed Mar 13, 2024 8:14 pm
- Forum: Picks and tips from the EP community
- Topic: Kolibri Global Energy Inc. (KGEI) Update - Mar 13
- Replies: 2
- Views: 754
Re: Kolibri Global Energy Inc. (KGEI) Update - Mar 13
Note to Wolf. Don’t expect anyone to be impressed with their 2022 reserve report in March of 2024. These guys have to get their act together and up their game. I have a significant investment in this company and am being constructive albeit negative.
- Wed Mar 13, 2024 7:36 pm
- Forum: Sweet 16 Portfolio
- Topic: Kimmeridge Energy makes offer to buy SBOW - Mar 13
- Replies: 10
- Views: 1364
Re: Kimmeridge Energy makes offer to buy SBOW - Mar 13
In my view, the perfect merger candidate for SBOW is Magnolia. Magnolia is very conservatively managed and typically has a lot of cash (dry powder) in their Treasury. That said it seems like Magnolia is happy with small bolt-ons and organic growth. Further in that SBOW has been in a buying spree the...
- Wed Mar 13, 2024 10:27 am
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Valuation Update - Mar 11
- Replies: 2
- Views: 756
Re: SilverBow Resources (SBOW) Valuation Update - Mar 11
As I think about this, it might make for an interesting deal but will in my view depend on the perceived chemistry of Kimmeridge players with SBOW management and of course the quality and relative valuation of the natural gas assets. The timing of the combination could be optimal if it is closed abo...
- Tue Mar 12, 2024 6:27 pm
- Forum: Other topics of interest
- Topic: Basin Uranium
- Replies: 5
- Views: 488
Re: Basin Uranium
That would be a $95 stake?
- Sun Mar 10, 2024 4:24 pm
- Forum: Other topics of interest
- Topic: Uranium-Two Power Houses shed light
- Replies: 0
- Views: 147
Uranium-Two Power Houses shed light
Doomberg and Justin Huhn discuss Nuclear
https://youtu.be/s6o5x9Q3Wzc?si=h3BhrRRz2XQHsX1Q
https://youtu.be/s6o5x9Q3Wzc?si=h3BhrRRz2XQHsX1Q
- Sun Mar 10, 2024 10:34 am
- Forum: Other topics of interest
- Topic: Gold
- Replies: 6
- Views: 1013
Re: Gold
Twitter X comments on current margins on gold miners in favorable jurisdictions with a couple of solid picks. https://x.com/htsfhickey/status/1764818444199833650?s=61 My view is if gold continues to close above resistance around $2,100, the interim target cited in Dan’s post will be achieved within ...
- Fri Mar 08, 2024 2:07 pm
- Forum: Other topics of interest
- Topic: Gold
- Replies: 6
- Views: 1013
Re: Gold
Gold was on my mind and thanks for the post. Gold broke thru technical resistance finishing decisively most of the week over technical resistance at $2,100 per ounce. This excerpt from David Hay's newsletter today: “Like Liberty, gold never stays where it is undervalued.” - John S. Morrill “Invest i...
- Fri Mar 08, 2024 6:16 am
- Forum: Picks and tips from the EP community
- Topic: Peyto Well Managed Canadian gasser
- Replies: 3
- Views: 238
Re: Peyto Well Managed Canadian gasser
PEYTO REPORTS STRONG FOURTH QUARTER AND 2023 ANNUAL RESULTS CALGARY, ALBERTA – Peyto Exploration & Development Corp. ("Peyto" or the "Company") is pleased to report operating and financial results for the fourth quarter and 2023 fiscal year. Full Year and Q4 2023 Highlights: ...
- Thu Mar 07, 2024 5:53 pm
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration (REPX) Q4 Results - Mar 7
- Replies: 2
- Views: 177
Re: Riley Exploration (REPX) Q4 Results - Mar 7
Market was happy about it, up 14.7% today. Listened to conference call. they have some DUC's going into 2024 so they should continue to perform. Well managed company. i see Dan listed as an analyst on their website It would be great to have them host another luncheon or webinar to get the word out. ...
- Thu Mar 07, 2024 2:06 pm
- Forum: Other topics of interest
- Topic: LNG Pause
- Replies: 3
- Views: 225
Re: LNG Pause
While the idiots in Obiden regulatory Gustapo are attempting to snuff out the US LNG industry, two major LNG projects are being built out/ expanded in Mexico both on the Pacific coast as well Gulf of Mexico. Mexican industries relying on cheap natural gas are thriving. Mexico has no problem building...