Search found 3068 matches

by Fraser921
Fri May 07, 2021 4:21 pm
Forum: Picks and tips from the EP community
Topic: GDP
Replies: 3
Views: 1101

GDP

I like the company but hate the 3rd lien debt 13.5 % interest and if you adjust for the conversion factor its costing 20 % They keep paying in kind. Use the bank line to pay if off and save 4 m year 30 cents per share. Make me wonder if the CFO can influence the boss with common sense. They will hav...
by Fraser921
Thu May 06, 2021 8:40 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy (HMENF) Update - May 6
Replies: 5
Views: 1477

Re: Hemisphere Energy (HMENF) Update - May 6

I read it and bought it. Giddy up

I never realized all the oil they have up there.
by Fraser921
Wed May 05, 2021 7:09 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Q1 Results - May 5
Replies: 1
Views: 807

Re: Earthstone Energy (ESTE) Q1 Results - May 5

Nice!

Dan you are on a roll!
by Fraser921
Wed May 05, 2021 10:04 am
Forum: The View from Houston
Topic: EIA Weekly Petroleum Report - May 5
Replies: 2
Views: 784

Re: EIA Weekly Petroleum Report - May 5

People are pouring into the oily stocks. I guess they just read the email

Even ESTE is participating. :))
by Fraser921
Wed May 05, 2021 8:23 am
Forum: Picks and tips from the EP community
Topic: Magnolia MGY
Replies: 1
Views: 760

Magnolia MGY

https://static.seekingalpha.com/uploads ... iginal.pdf

This one has no oil hedges and great balance sheet Hello
by Fraser921
Tue May 04, 2021 4:09 pm
Forum: Sweet 16 Portfolio
Topic: Comstock CRK
Replies: 2
Views: 930

Re: Comstock CRK

Looks like they beat if you ignore the one time QTR BILLION WRITE OFF. Sorry its the beancounter in me. Headline says they beat by 108 %

I hate these things they now have a Negative net worth due to these 1 time no cash write offs, lol.
by Fraser921
Tue May 04, 2021 3:23 pm
Forum: Sweet 16 Portfolio
Topic: Comstock CRK
Replies: 2
Views: 930

Re: Comstock CRK

- The net loss in the quarter included a $239 million pre-tax loss on the early
retirement of the senior notes

how do you lose a qtr billion on refinancing notes? WOW
by Fraser921
Mon May 03, 2021 12:19 pm
Forum: Sweet 16 Portfolio
Topic: Antero Resources - AR
Replies: 0
Views: 693

Antero Resources - AR

New presentations company https://d1io3yog0oux5.cloudfront.net/_141e89fa9bc11924296f28c7c1df6e40/anteroresources/db/641/5817/pdf/AR+Website+Presentation_May_UPDATE_04.27.21_vF.pdf LPG arb weekly https://d1io3yog0oux5.cloudfront.net/_141e89fa9bc11924296f28c7c1df6e40/anteroresources/db/713/5818/pdf/In...
by Fraser921
Fri Apr 30, 2021 12:47 pm
Forum: Picks and tips from the EP community
Topic: SM Energy Q1 Results - April 30
Replies: 3
Views: 1111

Re: SM Energy Q1 Results - April 30

Down 10 % leads the LOSER parade

Bad hedges matter, I guess