Energy Prospectus

https://webcache.googleusercontent.com/search?q=cache:https://www.washingtonpost.com/business/2024/03/07/ai-data-centers-power/

Dan and Mr. Bill, thanks for the answers. It appeared to me they were selling shares. But then it described the issuance of 48m shares. Very confusing.

Will this be a dilution of the stock? It looks like a purchase from "affiliates." Cliff MIDLAND, Texas, March 04, 2024--(BUSINESS WIRE)--Permian Resources Corporation ("Permian Resources" or the "Company") (NYSE: PR) today announced the commencement of an underwritten p...

This is an excellent paper. Love this quote: "Our research shows that EVs will struggle to achieve widespread adoption despite massive subsidies and the growing threat of outright internal combustion engine (ICE) bans. After carefully studying the history of energy, we have yet to find an examp...

https://www.youtube.com/watch?v=uEZ9HFlqzms Good video that is short that discusses the proper role of scientists using data. Note the climate graphs and loss of variation between studies as the confirmation trap takes hold. Amazing when you consider they belief that CO2 is a "control knob.&quo...

Dividend comparison for CIVI vs. Peers

PR slide from this morning's presentation on comparison with others in their sector.

CIVI: EPS diluted was $3.20 vs. estimate of $2.73, surprise of 17.3%; Revenue was down from 2022 to 2023 by 8.3%, however 4th quarter increased 38%, huge. Quarterly dividend of .50 plus .95 cent variable dividend or $1.45 for the quarter. PR: EPS diluted .51 vs. estimate of .32 for 59.3% surprise; R...

Frasier, what is your theory to support this idea: "If Saudi floods the market, crude wont go anywhere. How long will they be patient?" The Saudis and Russians tried to do this to take out the shale producers about 2 years ago and failed miserably. The shale producers used the event to bec...