Dan's weekly is out early.
-Good intel from Riley REPX. Recent dip provides attractive entry price at 29.31, TP 50.00
-Potential upside if ng pricing improves, taking it to zero, does not materially impact numbers
-Crude futures for q2 about 85, Dan using 82.50 in models means upside potential
Search found 3018 matches
- Sun Apr 14, 2024 6:52 am
- Forum: The View from Houston
- Topic: Dan's weekly
- Replies: 0
- Views: 149
- Sun Apr 14, 2024 6:10 am
- Forum: Picks and tips from the EP community
- Topic: Refineries
- Replies: 0
- Views: 107
Refineries
Took positions in PSX, DK, PARR
https://x.com/Energy_Tidbits/status/1778948167964274929
- Sat Apr 13, 2024 6:53 pm
- Forum: Other topics of interest
- Topic: Is Iran attcking Israel
- Replies: 3
- Views: 148
Re: Is Iran attcking Israel
https://x.com/sgtvaladez/status/1779288365398913041?s=46&t=pgzzFESpRCcPkSe1KLcphQ
- Sat Apr 13, 2024 4:11 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - April 13
- Replies: 2
- Views: 271
Re: Sweet 16 Update - April 13
I like APA, don't own it ,but the price hasn't rallied like the others
The Canadians are looking good and will surprise to the upside
The Canadians are looking good and will surprise to the upside
- Sat Apr 13, 2024 3:21 pm
- Forum: Other topics of interest
- Topic: Is Iran attcking Israel
- Replies: 3
- Views: 148
Is Iran attcking Israel
The big guy came back from his vacation to pretend he is on top of things. He said "don't" yesterday. Didnt they get the message? https://nypost.com/2024/04/13/world-news/iran-launches-wave-of-drone-attacks-at-israel-report/ Israel is chomping on the bit to hit them back. Oil will rise on ...
- Fri Apr 12, 2024 4:15 pm
- Forum: Other topics of interest
- Topic: Nat gas turns negative price in Texas
- Replies: 2
- Views: 109
Re: Nat gas turns negative price in Texas
Free NG, only condition is you get cash but must carry. Can you imagine the business opportunity if you could make a truck that could convert the free NG to LNG and transport it away to Calif? :idea: PS: I can't wait for CRK earnings call. I'm clearing my calendar. I'm sure they will tell us don't w...
- Fri Apr 12, 2024 4:12 pm
- Forum: Picks and tips from the EP community
- Topic: Micheal Burry held 97k shs of Vital Energy at year-end
- Replies: 1
- Views: 113
Re: Micheal Burry held 97k shs of Vital Energy at year-end
Thank you for that.
- Fri Apr 12, 2024 4:11 pm
- Forum: The View from Houston
- Topic: What happened today?
- Replies: 1
- Views: 126
Re: What happened today?
Oh, I thought it was because Biden warned Iran not to retaliate or he won't send them another 6 billion.
- Thu Apr 11, 2024 10:09 am
- Forum: The View from Houston
- Topic: AEGIS market update
- Replies: 2
- Views: 81
Re: AEGIS market update
they just want your name and email. After you fill it out the video will pop up
try again with this link
https://info.aegis-hedging.com/webcast-replay-april-4-2024?utm_content=288477457&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3352671
If it doesnt work, let me know
try again with this link
https://info.aegis-hedging.com/webcast-replay-april-4-2024?utm_content=288477457&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3352671
If it doesnt work, let me know
- Wed Apr 10, 2024 7:11 pm
- Forum: The View from Houston
- Topic: AEGIS market update
- Replies: 2
- Views: 81
AEGIS market update
https://info.aegis-hedging.com/webcast-replay-april-4-2024?utm_content=288477457&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3352671