Hi Fraser921,
thank you and regards,
Klaus
Search found 68 matches
- Sat Jan 27, 2024 6:22 am
- Forum: The View from Houston
- Topic: Canadian Companies most affected by Pipeline expansion Completion
- Replies: 5
- Views: 710
- Fri Jan 26, 2024 12:13 pm
- Forum: The View from Houston
- Topic: Canadian Companies most affected by Pipeline expansion Completion
- Replies: 5
- Views: 710
Re: Canadian Companies most affected by Pipeline expansion Completion
Hi Dan,
thank you and regards,
Klaus
thank you and regards,
Klaus
- 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
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
- 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$mm per year will help. 3. APA will be a much larger company. => G...
- Sun Dec 31, 2023 9:12 am
- Forum: The View from Houston
- Topic: Happy New Year Everyone
- Replies: 2
- Views: 6391
Re: Happy New Year Everyone
Happy New Year to all members.
Great group, good posts and a we have a great expert in Dan.
Contrasting views are helpful/necessary, but only if they are constructive and considerate.
Shall the year 2024 be a great year for oil and gas.
Best regards,
Klaus
Great group, good posts and a we have a great expert in Dan.
Contrasting views are helpful/necessary, but only if they are constructive and considerate.
Shall the year 2024 be a great year for oil and gas.
Best regards,
Klaus
- Sun Dec 24, 2023 9:02 am
- Forum: The View from Houston
- Topic: Out of the office until late Wednesday
- Replies: 3
- Views: 6494
Re: Out of the office until late Wednesday
Merry Christmas to the EPG Group.
- Mon Nov 27, 2023 8:22 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Point (CPG) Valuation Update - Nov 23
- Replies: 3
- Views: 12244
Re: Crescent Point (CPG) Valuation Update - Nov 23
Thank Dan,
all clear.
Regards,
Klaus
all clear.
Regards,
Klaus
- Sun Nov 26, 2023 10:15 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Point (CPG) Valuation Update - Nov 23
- Replies: 3
- Views: 12244
Re: Crescent Point (CPG) Valuation Update - Nov 23
Hi Dan,
in the latest company presentation the 2024 forecasted cashflow from operations is +/- 2.6MMMcad$.
This about 500MMcad$ higher than your forecast.
Can you help me understand the difference?
Thank you and regards,
Klaus
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
- Thu Nov 23, 2023 2:37 pm
- Forum: The View from Houston
- Topic: Happy Thanksgiving!
- Replies: 2
- Views: 4924
Re: Happy Thanksgiving!
Happy Thanksgiving
- 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
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