Energy Prospectus

Dan, In listening to the Comstock Quarterly Earnings Presentation, the CEO and CFO both agreed that $5 natural gas is the "Base Case" for next year. Additionally, you're using either $4.75 or $5.00 now, also. Admittedly, I do not understand the seasonality or inventory/storage versus produ...

Dan, I've seen you run through a Natural Gas chart that you obviously maintain by week, where you show average and then where you project usage and storage levels. I'm trying to get a sense of usage versus storage and I think your chart would be a missing link. Please let m know if you can post it t...

Just so we're clear - Jamie Dimon gets paid, and that's all he cares about. He was talking about ESG in 2020, and he's changed his tune now, but if you really listen to what he's saying, he's laying the groundwork for carbon credits, and guess who gets to make a market in them, trade them, inventory...

I'm not so sure they've demonstrated the best judgement over the last 2 years. Their Management make me nervous, in spite of their assets, as they seemed to be caught flat footed by the Mexican Government. Who's to say Biden doesn't take a whack at them with some stupid new reg..

Comstock has collars associated with some of their production in 2023. What does a collar do, what benefit does it confer and what are the intrinsic and out of pocket $ exchanges ? I’m pretty sure I like collars better than swaps but I think your going to tell me the upside is capped for little remu...

Nice presentation (great info and insight) - thanks for sharing

Check out this video that confirms Dan’s assertion that OPEC is out of spare capacity. Macron can’t contain himself and Biden is absolutely CLUELESS!!! Audio is somewhat hard to hear but the French leader is clearly bothered by the lack of spare capacity https://twitter.com/Amena__Bakr/status/154151...

You should apply his favorite metrics to Hemisphere 70% FCF next year Could buy back the company in less than 18 months at today’s market price and Dan’s 2023 valuation And they’re paying a 6.25% dividend and buying back stock The only issue is don simmons will not firmly commit to the type of retur...

Dan So, I’m looking at your 2023 Hemisphere cash flow, and would like some confirmation/help with some modeling: Assumptions Assuming 100mm shares outstanding, and $100 WTI $95 million cash flow from operations- your number Projecting $25 million CapEx - I know they’re at 16mm, but trying to be cons...