Energy Prospectus

Id love to invest in this company. Makes sense to use the NG to make power and it's transportable and quick to set up Worth watching Riley as they roll this out https://conduitpower.co/news-2 Journey Energy in Canada is also trying to address this issue and they bought an NG power plant and will use...

This company was mentioned by Dan. Partially owned by REPX. RPC Power LLC
Very Interesting. Upside option for REPX if this takes off

https://conduitpower.co/solutions

https://twitter.com/PetroGirl1/status/1782342599652552749

Want to play the narrowing of differentials for Canadian WCS oil? I submit for your review and approval... Meg Energy. https://seekingalpha.com/article/4684704-meg-energy-impacts-new-royalty-regime-trans-mountain-expansion-payouts TMX is expected to come online May 1st. I own ROK, SU, Surge Energy a...

Vital last qtr earnings and guidance https://investor.vitalenergy.com/news-releases/news-release-details/vital-energy-reports-fourth-quarter-and-full-year-2023-financial Presentation https://investor.vitalenergy.com/static-files/0a7614e2-e566-4cc2-9767-b64240c9b3c2 Transcript https://seekingalpha.co...

Another man's opinion... 338 m FCF https://seekingalpha.com/article/4680571-vital-energy-extends-its-debt-maturities-and-continues-to-deleverage Interestingly, His FCF is double Dan's model but his valuation is less at $65 vs Dan's TP of $ 102. This could be a timing difference vs now and future TP ...

One thing regarding Dan's models, his "operating cash flow" is not to be confused with FCF main dif is it's before cap ex. FCF = free cash flow is all cash flow, so operating cash flow less cap ex He has Vital operating cash flow roughly 950. He has cap ex (750 to 850). (950-800) = 150 m f...

https://thetranscript.substack.com/notes

https://twitter.com/Jerusalem_Post/status/1781123916825567461 https://twitter.com/mrbarnicoat/status/1781130771836592347 Now saying limited strike.. They gave a head fake yesterday saying they would wait until next week. Crude is up 3.00 after hours. Now 3.25 at 10:32 est up 3.50 @ 1036 est Even NG ...

Actually, the buyer backed away and the stock then weakened