Search found 966 matches

by ChuckGeb
Wed Mar 22, 2023 6:57 pm
Forum: The View from Houston
Topic: Raymond James comments on oil market - Mar 21
Replies: 7
Views: 1612

Re: Raymond James comments on oil market - Mar 21

Lots of potential Sweet 16 “running room” will become available at accretive prices this year. Lets our guys can beat the CCP to the data rooms. There will be better days ahead for our guys assuming their ships don’t sink in contagion infested seas.
by ChuckGeb
Wed Mar 22, 2023 2:25 pm
Forum: Sweet 16 Portfolio
Topic: ar downgrade
Replies: 1
Views: 277

Re: ar downgrade

Hanging on to my AR shares. i have faith in Paul Rady and the power of low prices to solve low gas prices this year.
by ChuckGeb
Wed Mar 22, 2023 1:15 pm
Forum: The View from Houston
Topic: Antero new presentation
Replies: 3
Views: 435

Re: Antero new presentation

Fed increased 25 basis points. Haynesville and Marcellus drillers must cut completions by 25% balance of year.
by ChuckGeb
Wed Mar 22, 2023 11:58 am
Forum: Other topics of interest
Topic: My neck of woods, Plymouth rock
Replies: 3
Views: 269

Re: My neck of woods, Plymouth rock

I learn something interesting every day on EPGForum!
by ChuckGeb
Wed Mar 22, 2023 11:06 am
Forum: The View from Houston
Topic: Crude EIA weekly Report
Replies: 0
Views: 351

Crude EIA weekly Report

Summary of Weekly Petroleum Data for the week ending March 17, 2023 U.S. crude oil refinery inputs averaged 15.4 million barrels per day during the week ending March 17, 2023 which was 21 thousand barrels per day less than the previous week’s average. Refineries operated at 88.6% of their operable c...
by ChuckGeb
Wed Mar 22, 2023 10:56 am
Forum: Other topics of interest
Topic: My neck of woods, Plymouth rock
Replies: 3
Views: 269

Re: My neck of woods, Plymouth rock

Pocahontas from there as well, right?
by ChuckGeb
Wed Mar 22, 2023 9:29 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Mar
Replies: 1
Views: 265

Re: Oil & Gas Prices - Mar

Investors dumped oil as banking crisis erupted: Kemp - Reuters News 22-Mar-2023 13:03:11 LONDON, March 22 (Reuters) - Portfolio investors dumped petroleum futures and options at one of the fastest rates on record in the early stages of the banking crisis, as traders anticipated an increased probabil...
by ChuckGeb
Wed Mar 22, 2023 9:25 am
Forum: The View from Houston
Topic: Raymond James comments on oil market - Mar 21
Replies: 7
Views: 1612

Re: Raymond James comments on oil market - Mar 21

Like Nancy Pelosi says "We have to pass the legislation so we can find out what's in it!" Heard Barry Knapp say yesterday (or Monday) that the thing E Warren like to speak the most about is the thing she knows so little about. A financial crisis clearly exposes the morons we have in this f...
by ChuckGeb
Wed Mar 22, 2023 9:21 am
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 6593

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

I appreciate your sharing you thoughts. I hope you are right! A lot of 'risk off" right now with unstable economic conditions much of it based upon high level of fear. Hopefully the fear is overdone. A lot of cash liquidity waiting for a new home or relocation of capital. Where will it all go w...
by ChuckGeb
Wed Mar 22, 2023 6:12 am
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 6593

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

What do you see to be the catalyst for the higher prices?