Search found 68 matches

by knusser58
Fri Aug 11, 2023 9:45 am
Forum: Picks and tips from the EP community
Topic: Ring Energy Down with large volume
Replies: 3
Views: 551

Re: Ring Energy Down with large volume

Dan,
Thank you.
Regards,
Klaus
by knusser58
Fri Aug 11, 2023 2:36 am
Forum: Picks and tips from the EP community
Topic: Ring Energy Down with large volume
Replies: 3
Views: 551

Ring Energy Down with large volume

Hi Dan,
is there any news on Ring Energy?
It has adjusted downward significantly in the last few days and with larger than normal volume.
Regards,
Klaus
by knusser58
Tue Aug 08, 2023 3:40 am
Forum: Picks and tips from the EP community
Topic: Different views on the Oil Market and Prices
Replies: 0
Views: 320

Different views on the Oil Market and Prices

Here is Ed Morse's view from Citi. He is well respected and his views often are different from consensus (and correct). Mr. Morse has the US, Canada and Saudi Arabia increasing production in Q4 2023 and inventories actually also increasing in Q4 2023. Someone is very wrong on the outlook for Oil. We...
by knusser58
Fri Aug 04, 2023 3:40 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Price Target - Aug 4
Replies: 4
Views: 661

Re: Earthstone Energy (ESTE) Price Target - Aug 4

Dan,
thank you.
What is he using for 2024?
Regards,
Klaus
by knusser58
Fri Aug 04, 2023 2:58 pm
Forum: Picks and tips from the EP community
Topic: Ring Energy (REI) Valuation Update - Aug 4
Replies: 3
Views: 488

Re: Ring Energy (REI) Valuation Update - Aug 4

Dan,
can you share with us your capex estimates for REI for 2024?
Regards,
Klaus
by knusser58
Fri Aug 04, 2023 2:52 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Price Target - Aug 4
Replies: 4
Views: 661

Re: Earthstone Energy (ESTE) Price Target - Aug 4

Dan,
do you know his Oil, NGl and NG price outlook?
Regards,
Klaus
by knusser58
Thu Aug 03, 2023 2:54 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Aug 3
Replies: 4
Views: 668

Re: Earthstone Energy (ESTE) Valuation Update - Aug 3

Dan,
thank, that helps.
Regards,
Klaus
by knusser58
Thu Aug 03, 2023 1:55 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Aug 3
Replies: 4
Views: 668

Re: Earthstone Energy (ESTE) Valuation Update - Aug 3

Hi Dan,
what is your capex estimate for ESTE for 2024?
Regards,
Klaus
by knusser58
Wed Aug 02, 2023 4:39 pm
Forum: Sweet 16 Portfolio
Topic: ESTE 2nd Qtr Results
Replies: 2
Views: 464

Re: ESTE 2nd Qtr Results

Great Summary, Thank you.
looks good.
Great company, as Dan keeps stating.
Regards,
Klaus
by knusser58
Mon Jul 24, 2023 11:23 am
Forum: Picks and tips from the EP community
Topic: Notes from Neal Dingmann at Truist Financial - July 24
Replies: 3
Views: 448

Re: Notes from Neal Dingmann at Truist Financial - July 24

Hi Dan,
thank you for including Neil's Price Deck for 2024.
This makes it more sense to his forecasts when comparing them to others (yours).
By the way, this is a very conservative price deck for 2024, even though higher than the futures curve.
Regards,
Klaus