Search found 327 matches

by Cliff_N
Tue Oct 31, 2023 1:52 pm
Forum: Other topics of interest
Topic: The Electric Vehicle Transition Just Collapsed
Replies: 5
Views: 1267

Re: The Electric Vehicle Transition Just Collapsed

Yes, Anheuser-Busch Companies, LLC are down 17% in sales revenue.
by Cliff_N
Tue Oct 31, 2023 1:10 pm
Forum: Other topics of interest
Topic: Wayward Topic: Cluster B Society
Replies: 0
Views: 612

Wayward Topic: Cluster B Society

This 11 minute video explains the hysteria we are witnessing. Four mental disorders are discussed in short order (11 minutes): https://youtu.be/Ww-nHDWJnb4 Psychologists have captured the spirit of our modern culture in four specific psychopathologies that together comprise the "Cluster B Pers...
by Cliff_N
Tue Oct 31, 2023 12:26 pm
Forum: Sweet 16 Portfolio
Topic: Comstock Resources (CRK) Q3 Results - Oct 30
Replies: 9
Views: 2358

Re: Comstock Resources (CRK) Q3 Results - Oct 30

CRK is up 2% and Volume is 6 million shares at 12:23 CDT vs an average of 3 Million shares. It appears investors are liking what they saw in terms of results. From Zacks, apparently their hair is not on fire: "Shares of Comstock have returned +11.1% over the past month versus the Zacks S&P ...
by Cliff_N
Mon Oct 30, 2023 4:04 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Oct 30
Replies: 8
Views: 1592

Re: Oil & Gas Prices - Oct 30

WSJ and Barron's are laying the reduction on oil prices to the lack of spread of the Israel and Hamas war to other countries, i.e. Iran. This was the take from Barron's: Heightened geopolitical tension is raising the risks of an oil shock at a challenging moment. The world’s major central banks’ tas...
by Cliff_N
Mon Oct 30, 2023 3:57 pm
Forum: Sweet 16 Portfolio
Topic: Comstock out
Replies: 3
Views: 641

Re: Comstock out

This is the explanation of the 174K "loss" from CRK financials (see Note 2 under Free Cash Flow): "Free cash flow from operations and free cash flow after acquisition and divestiture activity are presented in the earnings release because management believes them to be useful indicator...
by Cliff_N
Mon Oct 30, 2023 10:30 am
Forum: Other topics of interest
Topic: The Electric Vehicle Transition Just Collapsed
Replies: 5
Views: 1267

The Electric Vehicle Transition Just Collapsed

October 30, 2023 MORNING RANT: The Electric Vehicle Transition Just Collapsed, and a Day of Reckoning Has Hit for Auto Manufacturers Who Bet Wrong on EVs —Buck Throckmorton EV Demand Graph.JPG The wheels have fallen off the electric vehicle revolution. Consumers are assertively rejecting EVs, and t...
by Cliff_N
Fri Oct 27, 2023 4:31 pm
Forum: Picks and tips from the EP community
Topic: Eric Nutrall Market call (Surge, Baytex, etc)
Replies: 4
Views: 1744

Re: Eric Nutrall Market call (Surge, Baytex, etc)

Mitch, thanks for the post on Eric.
by Cliff_N
Tue Oct 24, 2023 11:28 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Oct 24
Replies: 5
Views: 617

Re: Oil & Gas Prices - Oct 24

The drop in oil prices makes no sense. We are back to threats of recession in Europe. Demand destruction nonsense coming from IEA, etc.
by Cliff_N
Tue Oct 24, 2023 11:00 am
Forum: Picks and tips from the EP community
Topic: Riley Exploration Per (REPX) Valuation Update - Oct 24
Replies: 1
Views: 396

Re: Riley Exploration Per (REPX) Valuation Update - Oct 24

Dan, watching the price of REPX is like watching a casket warp, in the wrong direction. I sold most of my position, but still have some shares. Hopefully it will turnaround.