Search found 34699 matches
- Wed May 12, 2010 12:33 pm
- Forum: Sweet 16 Portfolio
- Topic: FX Energy (FXEN) delivers solid 1st quarter
- Replies: 1
- Views: 2966
Re: FX Energy (FXEN) delivers solid 1st quarter
I listened to the FX Energy 1st quarter conference call this morning and I have completed the update to my Net Income and Cash Flow Forecast which Kim will load to the website later today. I've also asked her to load a transcript of their CC. I highly recommend that you look over both documents very...
- Tue May 11, 2010 2:18 pm
- Forum: Picks and tips from the EP community
- Topic: Tips from EP Group Members
- Replies: 3
- Views: 6102
Re: Tips from EP Group Members
Gene;
What a small world, QEI.V was recommended to me by a friend yesterday.
I wish I had time to research all of these but I don't. Please check it out and get back to us with more details.
Dan
What a small world, QEI.V was recommended to me by a friend yesterday.
I wish I had time to research all of these but I don't. Please check it out and get back to us with more details.
Dan
- Tue May 11, 2010 2:16 pm
- Forum: Sweet 16 Portfolio
- Topic: Watch List Alert
- Replies: 4
- Views: 5772
Watch List Alert
American Oil & Gas (AEZ) is very high on my list of possible replacements for Arena Resources (ARD) in the Sweet-16. I hope to work on it next week but we are very busy these days with the new website and updating all my models. I urge you all to start your own due diligence on this one. http://...
- Tue May 11, 2010 2:05 pm
- Forum: Sweet 16 Portfolio
- Topic: FX Energy (FXEN) delivers solid 1st quarter
- Replies: 1
- Views: 2966
FX Energy (FXEN) delivers solid 1st quarter
Sweet-16 member FXEN came through with a solid first quarter. I have updated my Net Income and Cash Flow Forecast which will be posted to our Home Page tomorrow. I want to listen to their conference call before I put the final stamp of approval on it. If they are still on track to complete two more ...
- Tue May 11, 2010 11:14 am
- Forum: Sweet 16 Portfolio
- Topic: TransGlobe Energy (TGA)
- Replies: 3
- Views: 5252
Re: TransGlobe Energy (TGA)
TGA is up over 100% year-to-date and I do believe it has more upside. However, I doubt it will double from here. TGA is our only pure play on oil. If oil prices go to $100/bbl, which I think is possible this year, that would take TGA much higher. Also, TGA will be driliing some high potential explor...
- Tue May 11, 2010 11:10 am
- Forum: The View from Houston
- Topic: EPG Luncheon this Friday
- Replies: 0
- Views: 2034
EPG Luncheon this Friday
Our next Energy Prospectus Group luncheon will be hosted by GeoResources (GEOI) on Friday, May 14 at The Hess Club. GeoResources CEO, Frank Lodzinski will be our speaker. The Hess Club is located just six blocks west of the J W Marriott on the north side of Westhiemer Rd: 5430 Westheimer Road, Houst...
- Tue May 11, 2010 9:34 am
- Forum: Sweet 16 Portfolio
- Topic: unlock iphone 3g
- Replies: 1
- Views: 3112
Re: unlock iphone 3g
Thanks for the info but please post this stuff to the "Other Topics" forum.
Thanks
Dan
Thanks
Dan
- Tue May 11, 2010 9:32 am
- Forum: Sweet 16 Portfolio
- Topic: Denbury Resources (DNR)
- Replies: 3
- Views: 4771
Re: Denbury Resources (DNR)
"Core Holdings" for me are the large-caps with solid Balance Sheets and steady production and reserve growth locked in. They all have a high "Safety Rating". The Sweet-16 Portfolio companies that fit that bill are: Arena Resources (ARD) > Soon to merge with Sandridge (SD) Denbury...
- Tue May 11, 2010 9:08 am
- Forum: Sweet 16 Portfolio
- Topic: Arena Resources Update
- Replies: 0
- Views: 2391
Arena Resources Update
Arena Resources (ARD) crushed my forecast for the first quarter by reporting EPS of $0.46, that is 10 cents above my forecast. ARD is debt free and heavily weighted to oil. SD is getting a good deal on this merger. ARD's "Fair Value" is being raised to $44/share. My detailed forecast model...
- Mon May 10, 2010 9:57 pm
- Forum: Sweet 16 Portfolio
- Topic: Denbury Resources (DNR)
- Replies: 3
- Views: 4771
Re: Denbury Resources (DNR)
I just completed the Denbury forecast. Kim will post it on the Home Page tomorrow. Denbury will close on a $900 Million property sale by the end of May. The cash will pay off most of their bank debt. DNR is HEAVILY WEIGHTED to oil (which I love) and they will have a strong Balance Sheet after the as...