Search found 99 matches

by SergioSays
Tue Dec 20, 2022 11:55 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Dec 20
Replies: 4
Views: 631

Re: Oil & Gas Prices - Dec 20

Between the seasonal production declines from weather and the ending of the SPR draws, we could see some serious EIA crude draw #'s over the next 6 weeks
by SergioSays
Wed Nov 30, 2022 11:23 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Nov 30
Replies: 4
Views: 687

Re: Oil & Gas Prices - Nov 30

Manchin would rather be the Dems' useful idiot. Depressing.
by SergioSays
Wed Nov 30, 2022 11:03 am
Forum: The View from Houston
Topic: I need your help
Replies: 1
Views: 303

Re: I need your help

Will do!
by SergioSays
Fri Nov 18, 2022 3:46 pm
Forum: Sweet 16 Portfolio
Topic: ROCC potentially for sale
Replies: 8
Views: 1473

ROCC potentially for sale

https://www.marketscreener.com/quote/st ... -42357726/

Good timing with all the recent Eagle Ford deals.
by SergioSays
Tue Nov 15, 2022 3:15 pm
Forum: Picks and tips from the EP community
Topic: Good Article by Rusty Braziel on Eagle Ford M&A
Replies: 1
Views: 379

Good Article by Rusty Braziel on Eagle Ford M&A

https://rbnenergy.com/come-back-song-do ... eagle-ford

No earth shattering news here, just a recap of recent deals and good snapshot on EF producers. Our boy SBOW gets a mention.
by SergioSays
Sat Nov 12, 2022 10:51 am
Forum: Sweet 16 Portfolio
Topic: sbow
Replies: 7
Views: 2531

Re: sbow

Seems like an absurd overreaction by the author.
by SergioSays
Fri Nov 11, 2022 1:27 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Nov 11
Replies: 6
Views: 1708

Re: Oil & Gas Prices - Nov 11

I believe the big NG dip is from a twitter rumor that Freeport has pipe damage which will delay a partial startup to mid Dec, with full capacity ramp delayed until at least Feb. The author deleted the tweet but the damage has been done.
by SergioSays
Thu Nov 10, 2022 11:03 am
Forum: The View from Houston
Topic: EIA - Natural Gas Storage Report - Nov 10
Replies: 2
Views: 373

Re: EIA - Natural Gas Storage Report - Nov 10

I think the continued delays on Freeport startup has been a big factor in the larger than forecasted builds recently.
by SergioSays
Wed Nov 02, 2022 3:28 pm
Forum: Sweet 16 Portfolio
Topic: comstock and devon out
Replies: 4
Views: 688

Re: comstock and devon out

the market selloff towards the end of day on the Powell press conference took Devon from $71i-sh to $67 and change. Buy some tomorrow if you didn't today.