Search found 3034 matches
- Thu Apr 22, 2021 10:50 am
- Forum: Other topics of interest
- Topic: My life was changed by tough coaches
- Replies: 2
- Views: 1101
kmi
Dan, I like your story and family history. America was land of opportunity not land of hand out. Kinder released their earnings Kinder Morgan, the US natural gas pipeline operator and stakeholder in LNG exports and projects, reported first-quarter net income of $1.40 billion compared was a net loss ...
- Tue Apr 20, 2021 9:52 pm
- Forum: Sweet 16 Portfolio
- Topic: Earthstone Energy (ESTE) Update - April 20
- Replies: 3
- Views: 1092
Re: Earthstone Energy (ESTE) Update - April 20
Dan,
IRM had hedges that were underwater by 50 m now with oil at 60 + underwater by 100 m
Did the acquisition price or NPV 10 account for this hedge loss
Seem like the sellers made a well time disposal
IRM had hedges that were underwater by 50 m now with oil at 60 + underwater by 100 m
Did the acquisition price or NPV 10 account for this hedge loss
Seem like the sellers made a well time disposal
- Tue Apr 20, 2021 9:15 pm
- Forum: Sweet 16 Portfolio
- Topic: Earthstone Energy (ESTE) Update - April 20
- Replies: 3
- Views: 1092
Re: Earthstone Energy (ESTE) Update - April 20
At year end, they reported proforma for Irm: On January 7, 2021, Earthstone closed the IRM Acquisition. When adjusting to include the IRM Acquisition, we had an estimated $15.3 million in cash and $260 million, that net debt of 245m. Your post says q1 month end was net 222m, which means they made 23...
- Mon Apr 19, 2021 3:31 pm
- Forum: Sweet 16 Portfolio
- Topic: ESTE shelf filing + with IRM
- Replies: 1
- Views: 795
ESTE shelf filing + with IRM
https://www.sec.gov/Archives/edgar/data/10254/000001025421000084/a424b5irm-april192021.htm On January 7, 2021, we closed the acquisition (the “IRM Acquisition”) of certain wholly owned subsidiaries of Independence Resources Holdings, LLC (“Independence”), and Independence Resources Manager, LLC (“In...
- Mon Apr 19, 2021 3:07 pm
- Forum: Picks and tips from the EP community
- Topic: pxd ceo say oil will rise 5-10 next 2 weeks
- Replies: 2
- Views: 868
Re: pxd ceo say oil will rise 5-10 next 2 weeks
I took it as dollars 65 to 70, .... 70 would be 10 % lol
- Mon Apr 19, 2021 12:25 pm
- Forum: Sweet 16 Portfolio
- Topic: AR is one of ZACKS top picks - April 19
- Replies: 1
- Views: 868
- Mon Apr 19, 2021 12:13 pm
- Forum: Picks and tips from the EP community
- Topic: pxd ceo say oil will rise 5-10 next 2 weeks
- Replies: 2
- Views: 868
pxd ceo say oil will rise 5-10 next 2 weeks
on 4/14 ; pxd ceo say oil will rise 5-10 next 2 weeks
https://www.bloomberg.com/news/videos/2 ... eeks-video
https://www.bloomberg.com/news/videos/2 ... eeks-video
- Sun Apr 18, 2021 6:51 pm
- Forum: Other topics of interest
- Topic: Talos
- Replies: 4
- Views: 1348
Re: Talos
Seacor was the owner and I'm sure they had insurance Six survivors were rescued from the 2,300-gt Seacor Power (built 2002) on Wednesday after it was turned over by hurricane-force winds. The 39-metre vessel capsized 12 km from Port Fourchon on Tuesday afternoon amid a half-hour of 120 km per hour w...
- Sun Apr 18, 2021 9:35 am
- Forum: Monthly Webinars and Luncheons
- Topic: March & April webinars
- Replies: 2
- Views: 3473
Re: March & April webinars
I found your Aegis briefing last December very interesting and insightful.
Any chance on inviting them back for an update on their current views? Thanks
Any chance on inviting them back for an update on their current views? Thanks
- Sat Apr 17, 2021 6:18 pm
- Forum: Other topics of interest
- Topic: Oh, Canada!
- Replies: 3
- Views: 1167
Re: Oh, Canada! Part 3
New York State comptroller Thomas DiNapoli. The former head of market intelligence at the Toronto Stock Exchange is blasting a recent decision by the New York State Common Retirement Fund to divest its oil sands holdings based on the fund’s goal to be net-zero greenhouse gas emissions by 2040. Not o...