Search found 68 matches

by knusser58
Thu Jan 25, 2024 7:42 pm
Forum: The View from Houston
Topic: Canadian Companies most affected by Pipeline expansion Completion
Replies: 5
Views: 710

Canadian Companies most affected by Pipeline expansion Completion

Hi Dan,
which are the Canadian companies that will benefit the most by the pipeline expansion completion?
How can we get an idea of how much these companies are going to benefit?
Regards,
Klaus
by knusser58
Fri Jan 05, 2024 12:46 pm
Forum: Sweet 16 Portfolio
Topic: APA buying CPE
Replies: 23
Views: 1487476

Re: APA buying CPE

APA's Balance Sheet should look a lot better after the merger. APA's leverage (Debt/Equity) should look a lot better. 1. DEBT/EQUITY: 265% before vs 126% after (Q3 2023). This is a very large improvement. 2. Expense savings of +/- 150$mm per year will help. 3. APA will be a much larger company. => G...
by knusser58
Sun Dec 31, 2023 9:12 am
Forum: The View from Houston
Topic: Happy New Year Everyone
Replies: 2
Views: 6391

Re: Happy New Year Everyone

Happy New Year to all members.
Great group, good posts and a we have a great expert in Dan.
Contrasting views are helpful/necessary, but only if they are constructive and considerate.
Shall the year 2024 be a great year for oil and gas.
Best regards,
Klaus
by knusser58
Sun Dec 24, 2023 9:02 am
Forum: The View from Houston
Topic: Out of the office until late Wednesday
Replies: 3
Views: 6494

Re: Out of the office until late Wednesday

Merry Christmas to the EPG Group.
by knusser58
Mon Nov 27, 2023 8:22 am
Forum: Sweet 16 Portfolio
Topic: Crescent Point (CPG) Valuation Update - Nov 23
Replies: 3
Views: 12244

Re: Crescent Point (CPG) Valuation Update - Nov 23

Thank Dan,
all clear.
Regards,
Klaus
by knusser58
Sun Nov 26, 2023 10:15 am
Forum: Sweet 16 Portfolio
Topic: Crescent Point (CPG) Valuation Update - Nov 23
Replies: 3
Views: 12244

Re: Crescent Point (CPG) Valuation Update - Nov 23

Hi Dan,
in the latest company presentation the 2024 forecasted cashflow from operations is +/- 2.6MMMcad$.
This about 500MMcad$ higher than your forecast.
Can you help me understand the difference?
Thank you and regards,
Klaus
by knusser58
Thu Nov 23, 2023 2:37 pm
Forum: The View from Houston
Topic: Happy Thanksgiving!
Replies: 2
Views: 4924

Re: Happy Thanksgiving!

Happy Thanksgiving
by knusser58
Mon Nov 13, 2023 9:24 am
Forum: Sweet 16 Portfolio
Topic: CPG buying Hammerhead for $1.86 billion
Replies: 5
Views: 15215

Re: CPG buying Hammerhead for $1.86 billion

Hi Dan,
sorry to bother you on your vacation.
Do you have any reports from the "Wallstreet Gang" post Hammerhead buying announcement?
Also, when do you think you shall have an updated forecast for CPG?
Regards,
Klaus