Search found 945 matches

by ChuckGeb
Tue Mar 19, 2024 5:02 am
Forum: Sweet 16 Portfolio
Topic: Talos Energy (TALO) Update - Mar 18
Replies: 3
Views: 224

Re: Talos Energy (TALO) Update - Mar 18

HOUSTON, March 18, 2024 /PRNewswire/ -- Talos Energy Inc. ("Talos") (NYSE: TALO) today announced that it has entered into an agreement for the sale of its wholly owned subsidiary, Talos Low Carbon Solutions LLC ("TLCS"), to TotalEnergies E&P USA, Inc. ("TotalEnergies&quo...
by ChuckGeb
Mon Mar 18, 2024 10:26 am
Forum: Sweet 16 Portfolio
Topic: Talos Energy (TALO) Update - Mar 18
Replies: 3
Views: 224

Re: Talos Energy (TALO) Update - Mar 18

Good stuff. Are they out of the carbon capture business now? Time to get Dan Duncan back for an EPG luncheon.
by ChuckGeb
Sat Mar 16, 2024 1:20 pm
Forum: The View from Houston
Topic: wcs discount $22
Replies: 8
Views: 13966

Re: wcs discount $22

So do you think we might see a Surge with a bullet?
by ChuckGeb
Sat Mar 16, 2024 8:06 am
Forum: Sweet 16 Portfolio
Topic: Talos Insider buy
Replies: 1
Views: 184

Talos Insider buy

Looks like Carlos Slim picked up 1.1 million shares this week. Very positive for Talos.
by ChuckGeb
Thu Mar 14, 2024 12:15 pm
Forum: Picks and tips from the EP community
Topic: Pxyis tankers reports tonight after close PXS
Replies: 4
Views: 164

Re: Pxyis tankers reports tonight after close PXS

You are our tanker source. Your picks have been great. I’m in with a starter position.
by ChuckGeb
Wed Mar 13, 2024 8:14 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy Inc. (KGEI) Update - Mar 13
Replies: 1
Views: 100

Re: Kolibri Global Energy Inc. (KGEI) Update - Mar 13

Note to Wolf. Don’t expect anyone to be impressed with their 2022 reserve report in March of 2024. These guys have to get their act together and up their game. I have a significant investment in this company and am being constructive albeit negative.
by ChuckGeb
Wed Mar 13, 2024 7:36 pm
Forum: Sweet 16 Portfolio
Topic: Kimmeridge Energy makes offer to buy SBOW - Mar 13
Replies: 10
Views: 601

Re: Kimmeridge Energy makes offer to buy SBOW - Mar 13

In my view, the perfect merger candidate for SBOW is Magnolia. Magnolia is very conservatively managed and typically has a lot of cash (dry powder) in their Treasury. That said it seems like Magnolia is happy with small bolt-ons and organic growth. Further in that SBOW has been in a buying spree the...
by ChuckGeb
Wed Mar 13, 2024 10:27 am
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - Mar 11
Replies: 2
Views: 254

Re: SilverBow Resources (SBOW) Valuation Update - Mar 11

As I think about this, it might make for an interesting deal but will in my view depend on the perceived chemistry of Kimmeridge players with SBOW management and of course the quality and relative valuation of the natural gas assets. The timing of the combination could be optimal if it is closed abo...
by ChuckGeb
Tue Mar 12, 2024 6:27 pm
Forum: Other topics of interest
Topic: Basin Uranium
Replies: 5
Views: 183

Re: Basin Uranium

That would be a $95 stake?