Energy Prospectus

Thanks Dan. To your last point about the increase in reserves from waterfloods & CO2 floods --- it would be interesting to know whether any of the increase in reserves from this pilot EOR project was included in the 9/30/21 reserve report (as PUDs) or whether any increase would not get booked un...

Thanks Dan, very helpful info. The key question at this point is, what value should investors place on the EOR potential of this company. So far Riley has not really given us any way to try to estimate this potential value. They say that there has been extensive EOR projects both to the north and so...

Dan, great to see that you are writing up this company. BTW the ticker is actually REPX, not RPEX. Looks like they had another good quarter. Here are some questions that I've thought about so far, for when you speak to the IR guy on Wednesday. These might be answered in the CC tomorrow of course. 1)...

Thanks for the info Dan, very helpful. By any chance do you (or anyone else) know offhand which of the companies in your coverage has the highest amount of their '22 oil production hedged? I know I can check this for myself but I haven't had a chance to do that yet. Next question would be, might the...

I'm a big RPEX fan so its great to see that you are considering covering them. The recent drawdown in the stock price is puzzling but I'm hoping that its nothing more than the fact that they have not put out much news in a while. They could also be getting some pretty big cost overruns on their EOR ...

...A Bigger Dividend Is on the Horizon. -- Barrons.com BY Dow Jones & Company, Inc. — 11:24 AM ET 11/03/2021 The new Chesapeake Energy ( CHK) is making the most of the high energy prices resulting from supplies industrywide coming back more slowly than demand in the recovery from the Covid-19 pa...

...to be increased. This E&P operates in the NW shelf, San Andres formation, which is actually considered a conventional reservoir. It is shallow (4,600') and typically requires only a modest frac, so the cost to drill and complete a well there is about half of the cost of typical Permian well. ...

Thanks for getting this clarification Dan, very helpful. I'm surprised the stock has not gone up more on the news in that PR.

Thanks for picking up coverage of this company Dan. They said they got $4.97 for their gas last quarter (no doubt due to the Texas Freeze). Just curious why you are not using that figure in your projection. They said they paid down debt by $30M last quarter -- the only way that could've happened is ...

Actually December would be a great time for you to write up these guys IMO. There is a lot of tax loss selling that is probably going to happen with this stock over the next few weeks -- it was selling at $10 less than a year ago. It has rallied a bit recently but I believe that there is a good chan...