Energy Prospectus

You are our tanker source. Your picks have been great. I’m in with a starter position.

Note to Wolf. Don’t expect anyone to be impressed with their 2022 reserve report in March of 2024. These guys have to get their act together and up their game. I have a significant investment in this company and am being constructive albeit negative.

In my view, the perfect merger candidate for SBOW is Magnolia. Magnolia is very conservatively managed and typically has a lot of cash (dry powder) in their Treasury. That said it seems like Magnolia is happy with small bolt-ons and organic growth. Further in that SBOW has been in a buying spree the...

As I think about this, it might make for an interesting deal but will in my view depend on the perceived chemistry of Kimmeridge players with SBOW management and of course the quality and relative valuation of the natural gas assets. The timing of the combination could be optimal if it is closed abo...

That would be a $95 stake?

Doomberg and Justin Huhn discuss Nuclear

https://youtu.be/s6o5x9Q3Wzc?si=h3BhrRRz2XQHsX1Q

Twitter X comments on current margins on gold miners in favorable jurisdictions with a couple of solid picks. https://x.com/htsfhickey/status/1764818444199833650?s=61 My view is if gold continues to close above resistance around $2,100, the interim target cited in Dan’s post will be achieved within ...

Gold was on my mind and thanks for the post. Gold broke thru technical resistance finishing decisively most of the week over technical resistance at $2,100 per ounce. This excerpt from David Hay's newsletter today: “Like Liberty, gold never stays where it is undervalued.” - John S. Morrill “Invest i...

PEYTO REPORTS STRONG FOURTH QUARTER AND 2023 ANNUAL RESULTS CALGARY, ALBERTA – Peyto Exploration & Development Corp. ("Peyto" or the "Company") is pleased to report operating and financial results for the fourth quarter and 2023 fiscal year. Full Year and Q4 2023 Highlights: ...

Market was happy about it, up 14.7% today. Listened to conference call. they have some DUC's going into 2024 so they should continue to perform. Well managed company. i see Dan listed as an analyst on their website It would be great to have them host another luncheon or webinar to get the word out. ...