Energy Prospectus

Thoughts on this all stock deal? CPE to receive 1.0425 shares of APA per CPE share. Values CPE at $38.31.

Dan, If you follow VTNR, do you think the market may be overreacting to their announcement today regarding the amendment of their loan terms? Down 25% for the day currently. Thanks. Vertex Energy Amends Existing Term Loan Agreement 01/02/2024 Download (opens in new window) Amended term loan provides...

From Reuters today: Focus: Canada oil firms face losses as booming supply runs into Trans Mountain delays By Nia Williams and Stephanie Kelly December 5, 202312:43 PM CSTUpdated 2 hours ago Dec 5 (Reuters) - Canadian oil producers are bracing for further potential delays to the Trans Mountain pipeli...

Thank you for posting the link to the article. Helpful. Here's an article re the Trans-Mountain Pipeline expansion project. At least as of when this article was written (3/2023), the expanded pipeline was expected to be in service in Q1 2024. https://www.transmountain.com/news/2023/trans-mountain-co...

Neal Dingmann at Truist Financial does cover SilverBow. I look forward to seeing his updated price target. It was $55.00 on 11/6/2023. According to a report today, Neal Dingman lowered his PT to $50 while maintaining a Buy rating. Do you have access to his report? Is he waiting to see how integrati...

Thanks for posting these analyst notes. Not mentioned is the effect of the TM pipeline proceeding to completion (after recent legal victory, expected in 2024?), which to my understanding is expected to take a little pressure off of WCS differential for the foreseeable future. Might want to confirm w...

Thanks for posting the results of the meeting with Doug Bartole. Very helpful and reassuring. "> Balance Sheet is now in great shape with only bank debt of $40.8Cdn million drawn on their $110Cdn million revolver. > Free cash flow in Q4 (~$10Cdn million) should push Net Debt/EBITDA down to ~0.2...

Hemisphere's October presentation: https://www.hemisphereenergy.ca/sites/default/files/2023-10/HME%20Corp%20Presentation%20Oct%206%202023_FINAL%20WEBSITE_0.pdf • At slide 6, look at sensitivity chart, FFF at $85 WTI. Q3, in which WTI averaged about $82 (?), and Q4 (currently over $85) should see sig...

People in some places are getting a taste of energy poverty, and for some that is motivating a bit more critical thinking and asking of questions and some policy adjustments. Apparently it is happening more in Europe and Canada than in the U.S. so far. Wrote Don Simmons asking his take on effect of ...

Would be interested to know whether and if so how this might affect WCS differentials going forward.