Search found 34648 matches
- Mon Apr 22, 2024 10:08 am
- Forum: Other topics of interest
- Topic: Good Advice from HFI Research - April 22
- Replies: 1
- Views: 82
Good Advice from HFI Research - April 22
Notes below are from Wilson at HFI Research with my comments in blue. ---------------------------------------------------------- Roughly 12 years ago when I first embarked on the journey we call investing, I was naive beyond belief. I had read everything Warren Buffett had written up to that point a...
- Mon Apr 22, 2024 9:45 am
- Forum: Monthly Webinars and Luncheons
- Topic: April 23 Luncheon: 1 seats remaining at 2PM
- Replies: 0
- Views: 34
April 23 Luncheon: 1 seats remaining at 2PM
Sabrine told me this morning that we only have four seats remaining for the InPlay Oil hosted luncheon. < Three of the seats have been taken today. You must register if you wish to attend. You can register on the EPG website or send an email to Sabrina at energyprospectus@gmail.com Non-members are w...
- Mon Apr 22, 2024 8:49 am
- Forum: The View from Houston
- Topic: Dan's Interview on KE Report - recorded April 17
- Replies: 4
- Views: 145
Re: Dan's Interview on KE Report - recorded April 17
Last Tuesday I spent 45 minutes talking to two members of the REPX management team. They are excited about the potential of RPC Power LLC. Two years ago at an energy conference in Dallas I watched a presentation of the concept of modular power plants (for electricity) that made a lot of sense to me....
- Mon Apr 22, 2024 8:42 am
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 438
Re: Vital Energy and its solvency
I had to focus on the newsletter all weekend. I will take a hard look at the model for Vital today. VTLE closed on Friday at $53.79, which is below book value of approximately $73/share. There is nothing I see that justifies this stock trading below book value. My current value of $102/share is base...
- Sun Apr 21, 2024 3:07 pm
- Forum: Other topics of interest
- Topic: Metals Prices
- Replies: 7
- Views: 239
Re: Metals Prices
First half of this Korelin Economic report focuses on metals. https://www.kereport.com/2024/04/20/weekend-show-matt-geiger-dan-steffens-investing-in-gold-silver-oil-and-nat-gas-stocks/ I am interviewed on this show once a month. On this show I highlight Riley Exploration Permian (REPX) and Surge Ene...
- Sun Apr 21, 2024 2:48 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - April 21
- Replies: 0
- Views: 137
Sweet 16 Update - April 21
I am finishing up the newsletter today, so this will be short. Also, no podcast this weekend. I will record a podcast on Wednesday or Thursday because Susan & I will be on a cruise ship (Celebrity APEX) April 26 to May 2. I will have internet access, so I will be checking the markets on sea days...
- Sun Apr 21, 2024 1:27 pm
- Forum: Picks and tips from the EP community
- Topic: ROK Resources (ROKRF) Valuation Update - Apr 19
- Replies: 7
- Views: 230
Re: ROK Resources (ROKRF) Valuation Update - Apr 19
Buying stocks via the pink sheets is just a way to buy stocks of companies that are traded on foreign exchanges. You can also open international brokerage accounts, but it adds a bit more bookkeeping. Other pink sheet companies include: Hemisphere Energy: HMENF InPlay Oil: IPOOF Surge Energy: ZPTAF ...
- Sun Apr 21, 2024 8:23 am
- Forum: The View from Houston
- Topic: Dan's Interview on KE Report - recorded April 17
- Replies: 4
- Views: 145
Dan's Interview on KE Report - recorded April 17
My interview starts at the 30 minute mark: https://www.youtube.com/watch?v=knUYMA4A7qQ
I highlight REPX and SGY.TO starting at around the 45 minute mark.
I am finishing up the April newsletter today. I will be sent out on Monday morning.
I will record a podcast on Wednesday or Thursday.
I highlight REPX and SGY.TO starting at around the 45 minute mark.
I am finishing up the April newsletter today. I will be sent out on Monday morning.
I will record a podcast on Wednesday or Thursday.
- Sat Apr 20, 2024 10:19 am
- Forum: The View from Houston
- Topic: News impacting oil and gas prices - Apr 20
- Replies: 0
- Views: 84
News impacting oil and gas prices - Apr 20
OilPrice.com: Friday, April 19th 2024 The drastic seesawing of oil prices in recent trading sessions reflects the uncertainty surrounding the Israel-Iran conflict, with initial reports of Israeli strikes on Iranian soil ratcheting up Brent above $90 per barrel, only to see them plunge back to $86 pe...
- Sat Apr 20, 2024 8:15 am
- Forum: The View from Houston
- Topic: Has U.S. crude oil production peaked?
- Replies: 0
- Views: 72
Has U.S. crude oil production peaked?
Probably not yet, but we are getting close to "Peak Production". The only oil basin with upside is the Permian Basin, with most of the upside being in the Delaware Basin, a sub-basin of the Permian. ---------------------------- OilPrice.com The total number of active drilling rigs for oil ...