Search found 3018 matches
- Sat Apr 20, 2024 9:34 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 435
Re: Vital Energy and its solvency
One thing regarding Dan's models, his "operating cash flow" is not to be confused with FCF main dif is it's before cap ex. FCF = free cash flow is all cash flow, so operating cash flow less cap ex He has Vital operating cash flow roughly 950. He has cap ex (750 to 850). (950-800) = 150 m f...
- Sat Apr 20, 2024 5:46 pm
- Forum: The View from Houston
- Topic: This weeks earnings
- Replies: 0
- Views: 83
This weeks earnings
https://thetranscript.substack.com/notes
- Thu Apr 18, 2024 9:20 pm
- Forum: Other topics of interest
- Topic: Israeli attack underway- nuke plants?
- Replies: 0
- Views: 69
Israeli attack underway- nuke plants?
https://twitter.com/Jerusalem_Post/status/1781123916825567461 https://twitter.com/mrbarnicoat/status/1781130771836592347 Now saying limited strike.. They gave a head fake yesterday saying they would wait until next week. Crude is up 3.00 after hours. Now 3.25 at 10:32 est up 3.50 @ 1036 est Even NG ...
- Thu Apr 18, 2024 2:21 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - April 9
- Replies: 6
- Views: 630
Re: SilverBow Resources (SBOW) Update - April 9
Actually, the buyer backed away and the stock then weakened
- Tue Apr 16, 2024 3:45 pm
- Forum: Other topics of interest
- Topic: Biden team denies giving Iran money
- Replies: 0
- Views: 66
Biden team denies giving Iran money
That’s news to me Doocy: “Now that we know that the Iranians do not listen to President Biden’s public warnings, Is there any regret here about unfreezing billions of dollars for Iranian leaders during the President’s administration?” WH’s John Kirby: “What unfreezing are you talking about?” Doocy: ...
- Tue Apr 16, 2024 3:27 pm
- Forum: Sweet 16 Portfolio
- Topic: APA Corp (APA) Valuation Update - April 9
- Replies: 4
- Views: 404
Re: APA Corp (APA) Valuation Update - April 9
They just got a shout out on CNBC Oakmark funds value investor
- Mon Apr 15, 2024 9:08 pm
- Forum: The View from Houston
- Topic: NG is getting ugly
- Replies: 3
- Views: 219
Re: NG is getting ugly
Waha is negative 2 Much has been written about low natural gas prices at Henry Hub this year, and we at RBN have made our contributions to that discourse (see Fear and Loathing and Just In Time). Prompt month futures prices have been below $2.00/MMBtu for over two months now. While Hub prices at the...
- Mon Apr 15, 2024 7:22 pm
- Forum: Picks and tips from the EP community
- Topic: Silverbow fundamentals
- Replies: 4
- Views: 154
Re: Silverbow fundamentals
I established a position in Riley today.
I’d be interested in engineer telling us who the other 4 are in his top 5
I’d be interested in engineer telling us who the other 4 are in his top 5
- Mon Apr 15, 2024 12:19 pm
- Forum: The View from Houston
- Topic: NG is getting ugly
- Replies: 3
- Views: 219
NG is getting ugly
Down another 5 %
- Mon Apr 15, 2024 11:45 am
- Forum: The View from Houston
- Topic: Joe Biden said "Don't", but Iran "Did". Now what?
- Replies: 6
- Views: 222
Re: Joe Biden said "Don't", but Iran "Did". Now what?
Biden Admin Told Iran Attack Had To Be ‘Within Certain Limits
That's the dumbest thing I ever read. Just the press covering for the demented one and pretend he had some affect on the outcome.
So in essence, you can attack, but don't make it too bad.
That's the dumbest thing I ever read. Just the press covering for the demented one and pretend he had some affect on the outcome.
So in essence, you can attack, but don't make it too bad.