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by knusser58
Wed Oct 04, 2023 11:29 am
Forum: Picks and tips from the EP community
Topic: Civitas Resources (CIVI) Update - Oct 4
Replies: 7
Views: 1086

Re: Civitas Resources (CIVI) Update - Oct 4

Hi Dan,
sorry. I got it.
Regards,
Klaus
by knusser58
Wed Oct 04, 2023 11:25 am
Forum: Picks and tips from the EP community
Topic: Civitas Resources (CIVI) Update - Oct 4
Replies: 7
Views: 1086

Re: Civitas Resources (CIVI) Update - Oct 4

Hi Dan,
i can not spot the civi forecast on your page.
Regards,
Klaus
by knusser58
Tue Sep 26, 2023 8:56 am
Forum: Picks and tips from the EP community
Topic: Unhedged Gasser - For max potential if NG gaps up
Replies: 7
Views: 1386

Re: Unhedged Gasser - For max potential if NG gaps up

Dan,
thank you.
Klaus
by knusser58
Mon Sep 25, 2023 6:52 pm
Forum: Picks and tips from the EP community
Topic: Unhedged Gasser - For max potential if NG gaps up
Replies: 7
Views: 1386

Re: Unhedged Gasser - For max potential if NG gaps up

Thank you Fraser
by knusser58
Mon Sep 25, 2023 3:11 pm
Forum: Picks and tips from the EP community
Topic: Unhedged Gasser - For max potential if NG gaps up
Replies: 7
Views: 1386

Unhedged Gasser - For max potential if NG gaps up

Hi Dan,
which would be your 2 or 3 top picks for unhedged or little hedged gassers (small or mid cap) to hold for a potential gap higher in NG over the next months and into next year?
Thanks and regards,
Klaus
by knusser58
Wed Sep 06, 2023 12:33 am
Forum: Sweet 16 Portfolio
Topic: Vital Energy (VTLE) Update - Sept 4
Replies: 3
Views: 876

Re: Vital Energy (VTLE) Update - Sept 4

Thank you Dan.
Klaus
by knusser58
Tue Sep 05, 2023 3:26 am
Forum: Sweet 16 Portfolio
Topic: Vital Energy (VTLE) Update - Sept 4
Replies: 3
Views: 876

Re: Vital Energy (VTLE) Update - Sept 4

Hi Dan,
what is your 2024 capex estimate for vtle?
Klaus
by knusser58
Sat Sep 02, 2023 2:29 am
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Sept 1
Replies: 6
Views: 1042

Re: Kolibri Global Energy (KEI & KGEIF in US) Update - Sept 1

Dan,
thank you
Klaus
by knusser58
Fri Sep 01, 2023 2:55 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Sept 1
Replies: 6
Views: 1042

Re: Kolibri Global Energy (KEI & KGEIF in US) Update - Sept 1

Hi Dan,
if KEI drills 15 wells next year what is the capex number for 2024?
Regards,
Klaus
by knusser58
Mon Aug 14, 2023 12:12 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - Aug 14
Replies: 6
Views: 766

Re: SilverBow Resources (SBOW) Valuation Update - Aug 14

Hi Dan,
for this deal SBOW needs to take on a lot of debt. The new Debt/Equity ratio will be high. How will the market view this vs all of the positives of the deal?
Also, what is your 2024 forecast for capex for SBOW? How much FCF will they generate in order to pay down Debt?
Regards,
Klaus

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