Search found 34648 matches
- Tue Apr 16, 2024 6:09 pm
- Forum: Sweet 16 Portfolio
- Topic: Northern Oil & Gas (NOG) Update - April 16
- Replies: 0
- Views: 90
Northern Oil & Gas (NOG) Update - April 16
Keep in mind that all of the companies that have a lot of their oil hedged will be reporting large mark-to-market non-cash losses in Q1 on their hedges. Those with a lot of natural gas hedged will be reporting MTM gains on those hedges. Those MTM gains or losses have no impact on my valuation since ...
- Tue Apr 16, 2024 2:01 pm
- Forum: Picks and tips from the EP community
- Topic: Top Picks for Copper: Solaris Resources (SLSR)
- Replies: 6
- Views: 234
Top Picks for Copper: Solaris Resources (SLSR)
VANCOUVER, British Columbia, April 16, 2024 (GLOBE NEWSWIRE) -- Solaris Resources Inc. (TSX: SLS; OTCQB: SLSSF) (“Solaris” or the “Company”) is pleased to announce that it has received approval to list its common shares on the NYSE American LLC (“NYSE American”) with trading expected to commence on ...
- Tue Apr 16, 2024 12:52 pm
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration Permian (REPX) Update - Apr 16
- Replies: 0
- Views: 79
Riley Exploration Permian (REPX) Update - Apr 16
I had a 45 minute conference call with REPX this morning, primarily to go over some of my forecast/model assumptions and to encourage them to host a webinar for us late in May or early June. Riley only has two decent energy sector analysts covering them. They have a good story and just need to get i...
- Tue Apr 16, 2024 9:37 am
- Forum: Picks and tips from the EP community
- Topic: Watch List: SRR.V for high yield
- Replies: 4
- Views: 260
Re: Watch List: SRR.V for high yield
I am way below $50,000 of Passive Foreign Investment Company (PFIC).
Can you provide a link to explanation of this filing requirement?
Can you provide a link to explanation of this filing requirement?
- Mon Apr 15, 2024 6:41 pm
- Forum: Sweet 16 Portfolio
- Topic: Baytex Energy: Getting some love from Zacks
- Replies: 0
- Views: 186
Baytex Energy: Getting some love from Zacks
Read this: https://finance.yahoo.com/news/baytex-bte-incredible-growth-stock-164505593.html Baytex year-over-year production growth: > 4.2% in 2022 > 46.3% in 2023 > 25.3% in 2024 based on the midpoint of the Company's guidance. I added Baytex to the Sweet 16 soon after they acquired Ranger Oil (a S...
- Mon Apr 15, 2024 6:26 pm
- Forum: Picks and tips from the EP community
- Topic: Silverbow fundamentals
- Replies: 4
- Views: 178
Re: Silverbow fundamentals
FYI "Petroleum Economist" is a new EPG member that lives in Europe. He keeps a database of upstream oil companies that he ranks based on proved reserves and other fundamentals. Note that several of our model portfolio companies are at the top of his list. EPG was established in 2001 as a n...
- Mon Apr 15, 2024 3:11 pm
- Forum: The View from Houston
- Topic: Joe Biden said "Don't", but Iran "Did". Now what?
- Replies: 6
- Views: 241
Re: Joe Biden said "Don't", but Iran "Did". Now what?
HFI points out the geopolitical risk is a distraction from the serious problem of under-investment in oil supplies. Oil market fundamentals this year have been healthy, but we are entering a short-term lull. Global refinery maintenance in April coupled with stretched financial positioning means that...
- Mon Apr 15, 2024 3:00 pm
- Forum: Other topics of interest
- Topic: As Oil Soars, Trapped Hedge Funds Are Flooding Into Energy Stock Shorts And Hoping For A Selloff
- Replies: 4
- Views: 168
Re: As Oil Soars, Trapped Hedge Funds Are Flooding Into Energy Stock Shorts And Hoping For A Selloff
If WTI closes over $85/bbl, it sets that price up as a strong floor. Israel is not going to allow Iran to go unpunished. Today: "Asked if plans are in the works to increase pressure on Iran through additional sanctions after Saturday’s missile strike, the State Department said, “We are in ongoi...
- Mon Apr 15, 2024 2:52 pm
- Forum: Picks and tips from the EP community
- Topic: Silverbow fundamentals
- Replies: 4
- Views: 178
Re: Silverbow fundamentals
Good stuff.
Ignore the hostile takeover attempt by Kimmeridge. It comes with the territory. Actually, it helped draw more attention to this grossly under-valued stock.
Ignore the hostile takeover attempt by Kimmeridge. It comes with the territory. Actually, it helped draw more attention to this grossly under-valued stock.
- Mon Apr 15, 2024 11:02 am
- Forum: The View from Houston
- Topic: Why is the price of WTI down today?
- Replies: 0
- Views: 101
Why is the price of WTI down today?
Trading Economics: "WTI crude futures extended its early decline to trade 1.5% lower at the $84.5 per barrel mark on Monday, as the temporary waning of geopolitical tension in the Middle East lowered the risk premium on energy commodities. The Israeli defense warded off a series of areal strike...