Search found 328 matches

by Cliff_N
Wed Feb 28, 2024 10:12 am
Forum: Sweet 16 Portfolio
Topic: Permian Resources (PR) Q4 Results - Feb 27
Replies: 5
Views: 246

Re: Permian Resources (PR) Q4 Results - Feb 27

Image Dividend comparison for CIVI vs. Peers
by Cliff_N
Wed Feb 28, 2024 9:12 am
Forum: Sweet 16 Portfolio
Topic: Permian Resources (PR) Q4 Results - Feb 27
Replies: 5
Views: 246

Re: Permian Resources (PR) Q4 Results - Feb 27

PR slide from this morning's presentation on comparison with others in their sector.
Image
by Cliff_N
Tue Feb 27, 2024 5:15 pm
Forum: Sweet 16 Portfolio
Topic: PR and CIVI Results
Replies: 0
Views: 187

PR and CIVI Results

CIVI: EPS diluted was $3.20 vs. estimate of $2.73, surprise of 17.3%; Revenue was down from 2022 to 2023 by 8.3%, however 4th quarter increased 38%, huge. Quarterly dividend of .50 plus .95 cent variable dividend or $1.45 for the quarter. PR: EPS diluted .51 vs. estimate of .32 for 59.3% surprise; R...
by Cliff_N
Mon Feb 26, 2024 11:19 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - Feb 24
Replies: 6
Views: 475

Re: Sweet 16 Update - Feb 24

Frasier, what is your theory to support this idea: "If Saudi floods the market, crude wont go anywhere. How long will they be patient?" The Saudis and Russians tried to do this to take out the shale producers about 2 years ago and failed miserably. The shale producers used the event to bec...
by Cliff_N
Fri Feb 23, 2024 5:17 pm
Forum: Other topics of interest
Topic: Bill Gates to the rescue of climate warming
Replies: 2
Views: 142

Re: Bill Gates to the rescue of climate warming

When I graduated from High School there was a fear of the earth cooling. My physics teacher was very concerned. There were people like Bill suggesting we throw coal dust on the polar caps to get them to melt. As President Truman once observed, "History does not repeat itself, we just keep on ma...
by Cliff_N
Wed Feb 21, 2024 11:29 am
Forum: The View from Houston
Topic: ALERT ALERT CHK makes an announcemnt
Replies: 4
Views: 298

Re: ALERT ALERT CHK makes an announcemnt

CRK, AR and EQT all up about 12% on NG news.
by Cliff_N
Wed Feb 21, 2024 11:24 am
Forum: The View from Houston
Topic: Kimbell Royalty Partners Announces Record Fourth Quarter and Full Year 2023 Results
Replies: 0
Views: 94

Kimbell Royalty Partners Announces Record Fourth Quarter and Full Year 2023 Results

Kimbell Royalty Partners Announces Record Fourth Quarter and Full Year 2023 Results KRP +0.52% Wed, February 21, 2024 at 6:00 AM CST In this article: Record Q4 23 Run-Rate Daily Production of 24,332 Boe/d (6:1) Exceeds High End of Guidance; Represents Organic Growth of 3.4% Between Q3 2023 and Q4 20...
by Cliff_N
Thu Feb 15, 2024 9:59 am
Forum: Picks and tips from the EP community
Topic: CIVI Top Pick by 10 Analysts as a "Buy" - Zacks says "Sell"
Replies: 1
Views: 115

CIVI Top Pick by 10 Analysts as a "Buy" - Zacks says "Sell"

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these Wall Stree...