Dan,
thank you.
Regards,
Klaus
Search found 68 matches
- 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
- 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
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
- Thu Nov 02, 2023 1:43 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
Thank you Dan
- 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
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
- 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
is there any reason related to REI that explains why it is lagging?
Regards,
Klaus
- 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
good to know that you are well.
Klaus
- 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
have not heard from you.
All ok?
Regards,
Klaus
- Tue Oct 10, 2023 11:22 am
- Forum: Picks and tips from the EP community
- Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Oct 6
- Replies: 12
- Views: 6154
- 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...
- 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
in the report/forecast on Kolibri that you posted today.
What is your estimate for capex for 2024?
Regards,
Klaus