Search found 966 matches

by ChuckGeb
Wed Mar 06, 2024 1:16 pm
Forum: Picks and tips from the EP community
Topic: Viper Energy (VNOM) Update - Feb 28
Replies: 6
Views: 603

Re: Viper Energy (VNOM) Update - Feb 28

The registration statement filed was for what appears to be all of FANG’s shares or 56% of outstanding shares. If FANG systematically liquidates these holdings I think the relationship between Viper and Fang should be viewed with professional skepticism. I wouldn’t assume any drop downs of royalties...
by ChuckGeb
Tue Mar 05, 2024 5:31 pm
Forum: Picks and tips from the EP community
Topic: Viper Energy (VNOM) Update - Feb 28
Replies: 6
Views: 603

Re: Viper Energy (VNOM) Update - Feb 28

Additionally this was filed with SEC today: Up to 98,656,453 Shares Viper Energy, Inc. Class A Common Stock This prospectus relates to the proposed resale from time to time of up to 98,656,453 shares of our Class A common stock, par value $0.000001 per share (the “Class A common stock”), by Diamondb...
by ChuckGeb
Tue Mar 05, 2024 5:09 pm
Forum: Picks and tips from the EP community
Topic: Viper Energy (VNOM) Update - Feb 28
Replies: 6
Views: 603

Re: Viper Energy (VNOM) Update - Feb 28

Diamondback Energy to sell 11.5M shares of Viper Energy Mar. 05, 2024 4:29 PM ETViper Energy, Inc. (VNOM) StockFANG Viper Energy (NASDAQ:VNOM) said it will launch an underwritten public offering of 11.5M shares of its class A common stock by its parent, Diamondback Energy (FANG). FANG has also grant...
by ChuckGeb
Mon Mar 04, 2024 2:47 pm
Forum: Picks and tips from the EP community
Topic: AES acquires Hi Crush-Former EPG Pick
Replies: 1
Views: 134

AES acquires Hi Crush-Former EPG Pick

Atlas Energy Solutions Announces Fourth Quarter and Year End 2023 Results; Signs Transformative Agreement to Acquire Hi-Crush Inc. Bud Brigham, Founder, Executive Chairman and CEO, commented, “This was an exceptional year for Atlas. We completed our IPO, generated Adjusted EBITDA of $329.7 million, ...
by ChuckGeb
Mon Mar 04, 2024 11:11 am
Forum: The View from Houston
Topic: EQT Announces NG curtailments
Replies: 1
Views: 177

EQT Announces NG curtailments

EQT Announces Strategic Production Curtailment 03/04/2024 PITTSBURGH, March 4, 2024 /PRNewswire/ -- EQT Corporation (NYSE: EQT) ("EQT" or the "Company") today announced it made the strategic decision to curtail approximately 1 Bcf per day of gross production beginning in late Feb...
by ChuckGeb
Sun Mar 03, 2024 12:44 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - March 2
Replies: 4
Views: 443

Re: Sweet 16 Update - March 2

It’s really a shame that they can’t just write off the debt associated with the non cash charge arising from cash spent a long time ago. Unfortunately that debt must be paid back at substantial current interest rate from future free cash flow. Just saying.
by ChuckGeb
Fri Mar 01, 2024 1:47 pm
Forum: The View from Houston
Topic: celsius next 3 weeks
Replies: 7
Views: 477

Re: celsius next 3 weeks

That with other gas negatives: Obiden admin foot on brakes for LNG CRK and EQT continuing to drill and complete Saudi massive gas development Qatar major expansion of LNG Positives Hope for new admin in DC that is pipeline and regulatory friendly in January 2025 Massive buildout of energy hungry dat...
by ChuckGeb
Thu Feb 29, 2024 6:20 pm
Forum: Sweet 16 Portfolio
Topic: Baytex Energy (BTE) Q4 Results - Feb 29
Replies: 7
Views: 478

Re: Baytex Energy (BTE) Q4 Results - Feb 29

Non cash impairment charge of $834 million. Paid down debt by $290 million. Still have $544 of debt to pay off, maybe have paid off by third quarter.
by ChuckGeb
Wed Feb 28, 2024 10:15 am
Forum: Picks and tips from the EP community
Topic: GPOR Q4 & 2023 results
Replies: 0
Views: 205

GPOR Q4 & 2023 results

OKLAHOMA CITY--(BUSINESS WIRE)-- Gulfport Energy Corporation (NYSE: GPOR) (“Gulfport” or the “Company”) today reported financial and operating results for the three and twelve months ended December 31, 2023 and provided its 2024 outlook. Fourth Quarter 2023 Delivered total net production of 1,063.3 ...
by ChuckGeb
Mon Feb 26, 2024 1:11 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - Feb 24
Replies: 6
Views: 488

Re: Sweet 16 Update - Feb 24

In the recent G& R piece highlighted this weekend, Adam raises the prospect that the recent Aramco cuts and otherwise Saudi restraint may actually be masking that their fields have/or are nearing their rollover point. The G & r piece is definitely worth reading.