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by Fraser921
Sat Mar 23, 2024 5:28 pm
Forum: Picks and tips from the EP community
Topic: Teekay Market Update
Replies: 1
Views: 81

Teekay Market Update

https://www.youtube.com/watch?v=9HfCcsNJlxA&list=PL1871003A623CAFDB They talk about IEA and EIA demand and soft landing and rates https://www.teekay.com/investors/teekay-tankers-ltd/market-insights/ Rates soften a tad a little bit in March, from 60 to 40 ish a day . Daily cost is 16 k/day FCF yi...
by Fraser921
Fri Mar 22, 2024 5:10 pm
Forum: Monthly Webinars and Luncheons
Topic: March Webinars and Luncheons
Replies: 3
Views: 141

Rok Replay

Dan

Do you have a replay of yesterdays Rok call

Thank you
by Fraser921
Fri Mar 22, 2024 2:30 pm
Forum: Picks and tips from the EP community
Topic: Speculative trade alert NFE
Replies: 2
Views: 183

Speculative trade alert NFE

New Fortress Energy NFE On Monday they have scheduled a call to tell us how great they are doing. i think it pops. This milestone means cash comes in. Interesting company. The owner like Jerry Jones owns a sports franchise, the Milw Bucks NBA, FYI https://ir.newfortressenergy.com/news-releases/news-...
by Fraser921
Fri Mar 22, 2024 2:25 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Valuation Update - Mar 21
Replies: 6
Views: 235

Re: ROK Resources (ROKRF) Valuation Update - Mar 21

Regarding warrants, I've seen other companies do the following: 1. Offer a discount to warrant holders to exercise early and/or 2. Redeem options ie. trade in current options which have an intrinsic value to buy the shares at .25. >> This doesn't require them to spend cash. The warrants currently tr...
by Fraser921
Thu Mar 21, 2024 9:28 pm
Forum: Other topics of interest
Topic: Matador Is Going Up Consistently
Replies: 5
Views: 201

Re: Matador Is Going Up Consistently

Call up Billy Bob and tell him who you are
by Fraser921
Thu Mar 21, 2024 9:27 pm
Forum: The View from Houston
Topic: CRK closes week, weak
Replies: 6
Views: 314

Re: CRK closes week, weak

Lbark, that's a good one! :lol:
by Fraser921
Thu Mar 21, 2024 9:26 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Mar 21
Replies: 8
Views: 371

Re: SilverBow Resources (SBOW) Update - Mar 21

The whole proposal smells to high heavens. Just because its good, doesn't mean it's the best course of action. How about if the deal was for 10? Does price matter/ What makes 34 the magic number when some feel its worth 75
by Fraser921
Thu Mar 21, 2024 3:53 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Valuation Update - Mar 21
Replies: 6
Views: 235

Re: ROK Resources (ROKRF) Valuation Update - Mar 21

Screen Shot 2024-03-21 at 4.48.16 PM.zip This was from Dans 1st zoom call last September 21st here is an excerpt from that call Listen to ceo says he missed an opportunity discussion on warrants in july 2023. In July 2023 they were 10 cents. If they missed an opportunity at 10 cents, whats this opp...
by Fraser921
Thu Mar 21, 2024 12:13 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Webinar Preview - Mar 20
Replies: 6
Views: 165

Re: ROK Resources (ROKRF) Webinar Preview - Mar 20

Dan, Great opportunity here, good presentation. FYI: The warrants are trading .065-.07 Canadian with the common at .27 x .275 cad. The exercise price of 25 cents is CAD dollars or about 18.5 cents US They traded over 20 cents last October. If crude stays up, the stock could be a double and the warra...
by Fraser921
Thu Mar 21, 2024 9:54 am
Forum: The View from Houston
Topic: CRK closes week, weak
Replies: 6
Views: 314

Re: CRK closes week, weak

WTF, no wonder it's up! One worry was JJ would screw minority holders. This means CRK needs the cash and JJ put up 100 m. that covers the cash burn for q1 and congrats longs, you are diluted Shouldn't they offer the special deal to all holders, just saying :o One good thing, the loss per share will ...