Energy Prospectus

One of the preferences (or filter) I use when deciding on an oil company is where the majority of their operations are located. From everything I've read on EPG and other sources, the only growing non-OPEC basin is the Permian in West Texas. I'm assuming this includes both onshore and offshore, but ...

My 2 cents... when I step back and look at the weekly charts, as of 9:07 CST the price is back to where it closed on Aug 4th. If we believe (and I'm looking for Dan's revised models) that the company is worth more now than 6 weeks ago, this could be a great opportunity.

I appreciate the price targets as well. Thank you for providing these along with the additional data from other resources in the industry. They are all valuable.

This is what I found...

MMDth is one million dekatherms, roughly energy equivalent to a billion cubic feet of natural gas (BCF).

A converter can be found at this link: https://www.kylesconverter.com/energy,-work,-and-heat/million-dekatherms-(ec)-to-cubic-feet-of-natural-gas

Yes--- thank you very much. At this time, I'm just not able to travel to Houston so the webinar(s) would be very helpful.

Ray

Hi Roadster and Chuck. The workbook I’m using is a top-down approach that supports defining variables such as price forecasts in one sheet, then consolidating the results from each of Dan’s models based on those common inputs. Both of your questions would benefit from a bottoms-up approach instead s...

Thanks Roadster, Fraser921 and Aja57! Fraser - I believe this is what you were requesting. Prices are 20% lower: Oil is $48.00 and Gas is $2.00 1 & 2. Weighting factors for 2022 and 2024 are 0.00 3. Fair Value Est Factor for all companies is set to 3.00 Please note two things about this model: 1...

Good points around timeframes and forecast price. Using Dan's models, I thought I'd do a what-if analysis to see the impact of $60 oil and $2.50 gas for all of 2023 and 2024. I kept the Fair Value Factor and weightings the same as in the individual models today. The model also used yesterday's (Marc...