Energy Prospectus

Where can investors capture the most value in this looming shortage?

Thank you.

Who would be the producer with the greatest number of DUCs in the CBP
with a market cap of about $1 billion?

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The news reports a heat wave covering Europe now depressing natural gas prices. Recently LNG ships have been stacking up offshore Spain due to lack of onshore storage capacity. Do you imagine any of EPG natural gas stocks may retreat in value as a result? When will the Freeport LNG plant be operativ...

On a scale of 1 to 10, what is the likelihood Earthstone Energy will make another acquisition announcement this year before its declares its dividend and establishes the share buyback as they guided earlier this year? Is Permian Resources a possible target there in the Deleware Basin? ESTE is now 10...

ESTE guided they will establish dividend and stock buyback before year-end.
What is the likelihood they will do another deal before then?
Doesn't Permian Resources look pretty obvious for someone like ESTE?

Has Hemisphere Energy management mentioned doing a reverse split in their shares to bring the share price over $5 where Wall Street retail brokerages will allow brokers to solicit it? Or, is management more inclined to become a takeover target as a profitable, debt-free producer with a high netback,...

Does anyone have any comment on these companies?

Journey is trading at 2x PE?
Sandridge is trading at 5x PE?

Thanks.

Does anyone have any comment on these companies?

Journey is trading at 2x PE?
Sandridge is trading at 5x PE?

Thanks.

When do you imagine they will declare their first dividend and stock buyback which they guided about last spring before the April 14 Big Horn deal?
What is your fair market value target now?

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When oil goes to $140, which is your small cap portfolio was the most unhedged to take advantage of those high prices?

On the other hand, which of your list are most hedged?


Thank you.