Search found 68 matches

by knusser58
Tue Nov 07, 2023 1:38 pm
Forum: Picks and tips from the EP community
Topic: Ring Energy (REI) Valuation Update - Nov 5
Replies: 6
Views: 9263

Re: Ring Energy (REI) Valuation Update - Nov 5

Dan,
thank you.
Regards,
Klaus
by knusser58
Tue Nov 07, 2023 10:37 am
Forum: Picks and tips from the EP community
Topic: Ring Energy (REI) Valuation Update - Nov 5
Replies: 6
Views: 9263

Re: Ring Energy (REI) Valuation Update - Nov 5

Hi Dan,
is there any particular issue, that is not in the public domain, that is going on with REI?
It has fallen much more then any other oil company that we follow.
Market to Book Value is around 1/3 !
Time to buy back shares? Very cheap we to buy reserves and production?
Regards,
Klaus
by knusser58
Thu Nov 02, 2023 12:05 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - Nov 1
Replies: 7
Views: 14173

Re: SilverBow Resources (SBOW) Valuation Update - Nov 1

Hi Dan,
SBOW will increase production significantly in 2024.
What is your estimate of capex for SBOW in 2024 (I think N. Dingmann has $670 million for 2024 capex).
Thank you and regards,
Klaus
by knusser58
Fri Oct 13, 2023 12:47 pm
Forum: Picks and tips from the EP community
Topic: Ring Energy not participating in OIL E&P companies rally
Replies: 1
Views: 693

Ring Energy not participating in OIL E&P companies rally

Hi Dan,
is there any reason related to REI that explains why it is lagging?
Regards,
Klaus
by knusser58
Fri Oct 13, 2023 10:18 am
Forum: The View from Houston
Topic: No news from Dan
Replies: 4
Views: 963

Re: No news from Dan

Dan,
good to know that you are well.
Klaus
by knusser58
Thu Oct 12, 2023 9:55 am
Forum: The View from Houston
Topic: No news from Dan
Replies: 4
Views: 963

No news from Dan

Hi Dan,
have not heard from you.
All ok?
Regards,
Klaus
by knusser58
Tue Oct 10, 2023 10:14 am
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6
Replies: 12
Views: 6154

Re: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6

Hi Dan, in all of your forecasts you have implicit, as you do not include it explicitly, a capex for 2024. You forecast production and therefore there is a capex associated. It would be very helpful if you could include your capex assumption (if there is no guidance from the company yet) with your f...
by knusser58
Tue Oct 10, 2023 9:38 am
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6
Replies: 12
Views: 6154

Re: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6

Hi Dan,
in the report/forecast on Kolibri that you posted today.
What is your estimate for capex for 2024?
Regards,
Klaus