Search found 110 matches

by uberCOAT
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...
by uberCOAT
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.
by uberCOAT
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.
by uberCOAT
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
by uberCOAT
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.
by uberCOAT
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 ...
by uberCOAT
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.
by uberCOAT
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...
by uberCOAT
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.
by uberCOAT
Sun Nov 13, 2022 5:49 pm
Forum: The View from Houston
Topic: Vacation in Mexico Nov 14-20
Replies: 6
Views: 1591

Re: Vacation in Mexico Nov 14-20

Enjoy!