Search found 110 matches
- Thu Apr 06, 2023 4:16 pm
- Forum: The View from Houston
- Topic: EIA - Natural Gas Storage Report - Apr 6
- Replies: 2
- Views: 581
Re: EIA - Natural Gas Storage Report - Apr 6
Don’t make decisions or trade on emotion. Global gas markets remain in a long-term structural deficit, the supply and demand fundamentals did loosen on a short-term basis compared to last spring. In the US, curtailed LNG export capacity following the Freeport fire drove the loosening. In Europe, the...
- Sat Feb 18, 2023 12:50 pm
- Forum: Sweet 16 Portfolio
- Topic: Comstock gas
- Replies: 5
- Views: 1472
Re: Comstock gas
I am already loaded up on CRK and after the last conference call, I will load up even more. It appears no one understands their strategy and mid to long term upside.
- Tue Jan 03, 2023 10:37 pm
- Forum: The View from Houston
- Topic: This might help CRK
- Replies: 2
- Views: 765
Re: This might help CRK
Good intel. It would be good if someone buys them.
I also find it interesting that Third Point Management initiated a position recently in CRK for 3 million shares while substantially reducing or selling positions in other big name oil and gas stocks.
I also find it interesting that Third Point Management initiated a position recently in CRK for 3 million shares while substantially reducing or selling positions in other big name oil and gas stocks.
- Thu Dec 22, 2022 1:01 pm
- Forum: Sweet 16 Portfolio
- Topic: crk back to a 13 handle
- Replies: 6
- Views: 1295
Re: crk back to a 13 handle
Unbelievable
- Sun Dec 11, 2022 3:27 pm
- Forum: The View from Houston
- Topic: Daily update (weather from celsius), latest
- Replies: 5
- Views: 1169
Re: Daily update (weather from celsius), latest
Forecasts over the next two weeks are Turning colder. We should get a ~200Bcf draw right before Christmas.
- Thu Dec 01, 2022 7:37 am
- Forum: Sweet 16 Portfolio
- Topic: Comstock
- Replies: 9
- Views: 5193
Re: Comstock
It is dilutive, but creates more room in the float and the company can buy back shares to offset. Jones was capped owning the preferred, but now owning the equity he has unlimited upside. It's positive in my view because it sends a message that he believes the equity is worth a lot more. As we move ...
- Wed Nov 30, 2022 4:39 pm
- Forum: Sweet 16 Portfolio
- Topic: Comstock
- Replies: 9
- Views: 5193
Re: Comstock
Good theory...this is true, but I don't think he will take it private. I think he may sell it if/when the price is right.
- Wed Nov 30, 2022 4:26 pm
- Forum: Sweet 16 Portfolio
- Topic: Comstock
- Replies: 9
- Views: 5193
Comstock
https://investors.comstockresources.com/news-releases/news-release-details/comstock-resources-inc-announces-conversion-preferred-stock Jerry converts his preferred shares into common. Following the conversion, the Company has 277,507,678 shares of common stock outstanding and no outstanding shares o...
- Thu Nov 24, 2022 2:53 pm
- Forum: The View from Houston
- Topic: Happy Thanksgiving!
- Replies: 3
- Views: 1436
Re: Happy Thanksgiving!
Happy Thanksgiving. Enjoy the day.
- Sun Nov 13, 2022 5:49 pm
- Forum: The View from Houston
- Topic: Vacation in Mexico Nov 14-20
- Replies: 6
- Views: 1591