Energy Prospectus

RTaber1

Recent news is that several analysts have sharply downgraded earnings estimates for Talos Energy by as much as 40% despite the EnVen Energy deal which is projected to grow 2023 production by 40% to about 80k bod plus the April announcement $100 million share buyback from Talos Energy. EPG targets a ...

RTaber1

Earthstone made 3 acquisitions to move production up to about 100,000 bod in 2022.
But they seem so unloved by the market.
What am I missing?
In which sub-basins are their reserves?

Thank you.

RTaber1

The offer for Pioneer Natural Resources is $52 billion?
How much does that amount to per share of PXD?

Thank you.

RTaber1

Revenues in line with estimates but missed last quarters earnings by 1.9%. Star Buik Carriers owns 128 dry bulk carriers ships that transport grain, fertilizer, coal, iron ore and steel products around the world. Day rates are up since 2021 to $30,000 per day or more. Cost of daily operation: about ...

RTaber1

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!

RTaber1

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!

RTaber1

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!

RTaber1

The recently passed Inflation Reduction Act allocates billions to build 500,000 electric charging stations in the United States. Major oil companies are now planning to downsize the number of gas pumps at retail stations and replace them with charging stations because of the big government subsidy a...

RTaber1

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

Thank you.

RTaber1

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

Thank you.

RTaber1

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...

RTaber1

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...

RTaber1

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?

RTaber1

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,...

RTaber1

Does anyone have any comment on these companies?

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

Thanks.

RTaber1

Does anyone have any comment on these companies?

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

Thanks.

RTaber1

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?

Thank you.

RTaber1

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.

RTaber1

What is the new trading symbol for Falcon Minerals? Thank you.

RTaber1

What do you believe would be a reasonable buy-out multiple to cash flow for Silverbow Resources?

To what extent, and at what levels, is Silverbow hedged in oil and gas this year?

Thanks.

RTaber1

What do you believe would be a reasonable buy-out multiple to cash flow for Silverbow Resources?

To what extent, and at what levels, is Silverbow hedged in oil and gas this year?

Thanks.

RTaber1

Dan, can you refer us to sources on the relative prospects for
Exxon in the current world emergency?

Thank you. Exxon's production in Guyana seems
worthy of note.

Randy

RTaber1

Dan, is propane a credible export commodity to Europe and others from the US?
If so, who are your top picks in export production and also shipment?
Thank you.

RTaber1

Star Bulk Carriers had $23 million in rev. in 2020 for their 115 dry bulk vessel fleet. But in 2021, commodity demand globally rocketed and revenues were $719 million with $300 mil profit. The day rate is now $37,000 v $7,000 in 2020. The day rate is 6x their break-even day rate. In February, 2022, ...

RTaber1

Would it be correct that SBOW's April acquisitions are not priced in because their financials are not yet available to analyst to review for their impact on the company?

When the review and analysis is completed in the months to come, there may be upward revision in the price objective?

Thank you.

RTaber1

Any news affecting Riley's pullback today?

RTaber1

Which is these do you consider most reliable and leveraged to the potential upside of oil prices from here?

RTaber1

What is your projected Cash Flow Per share for 2022 and what is the oil/gas prices assumed?
Thank you.

RTaber1

Filed with SEC 4th quarter on Friday. How more does the market know about the firm now?
Thanks.

RTaber1

I read in the business media, or was it here, that Exxon may have an interest to buy Talos Energy for their plans to engage in carbon sequestration. Did I read that correctly? Is that a plausible idea? Do you think the Fourth Quarter reoort on February 13 will show only a restoration of prior produc...

RTaber1

Has Talos announced when they will report the Fourth quarter, 2021?

It should be a "recovery quarter" for them post IDA?

RTaber1

With 20 minutes to Friday's close, REPX has dropped 14% to about $23.

Any obvious reason? Any guess?

RTaber1

Standard and Poor's report dated January 10, 2022 has a fair value for REPX at $63 per share.
The First call consensus is $48.

RTaber1

What is the relation of its current price to projected 2022 cash flow per share for SM Energy?
What is the breakdown of production between oil, gas and ngls?
What oil and gas prices are assumed in your model for 2022?

Thanks!

RTaber1

Speaking only for myself, I hope you keep up coverage of C Corp pipelines. Usually, they are not bought for growth but for total return. But I was able to pick up Equitrans Midstream (natural gas in West Virginia) at $6.50 per share, yielding 8% 2x covered by cash flow in January and within five mon...

RTaber1

Oilprice.com has a major piece on TOTAL HELIUM which has a joint venture with LIN (one of oldest gas processors in USA) to develop helium reserves and production in the largest natural gas field in the US, the Hugoton in west Kansas-eastern Colorado. Total Helium does not show any earnings, however....

RTaber1

Thanks. I had read the OMP shareholders would get a whole share of CEQP but if it's only .87 share that accounts for the price discrepancy.

What do you think of the Paloma buy-out of Goodrich Petroluem at only $23? Will that stick?

RTaber1

Oasis Midstream trades for about $21.50 while Crestwood Equity Partners trades for about $25.50.
If CEQP will give OMP sharesholders a 1 of their shares for each OMP share, is there a proft opportunity here?
Buy OMP and give it up for a share of CEQP with its strong distribution?

RTaber1

What is Goodrich's debt service per share now?

I was curious what that figure would be if it were turned into a dividend once their debt is paid off in 2022.

Thank you.

RTaber1

Ring Energy has announced they will report third quarter earnings, November 9.

Since they are still fully hedged, would we expect any surprise or simple constancy?

Or maybe a surprise on the production side of the report?

Any insights would be appreciated. Thank you.

RTaber1

A JP Morgan analyst has opined that the stock market could handle $130 oil and 2.5% 10 year US treasury bond yields. He even suggests $150 oil need be survivable in the short-term. Without wishing to seem guilible, which of your small cap oil weighted stocks is most leveraged to the upside from here...

RTaber1

It is probably simple-minded, but if I thought its cash flow were sustainable, won't we want to pay 3x cash flow for a share price than 8x cash flow, 3x implying the return of my principal in 3 years (33% return on capital) that 12x implying a return of my capital is about 8 years (or about 12% retu...

RTaber1

Where the "value" in Devon? It seems fairly fairly valued now.

RTaber1

When do we expect polymer flood reports next from Hemisphere? What oil prices are they receiving now? They are on track to retire all debt by mid-year 2022? Could they surprise us with an earlier pay-off? These are conventional reserves (low cost to produce), why doesn't anyone care? Kudos on Goodri...

RTaber1

Is the Goodrich's plan to rehedge higher when they have the first opportunity until the debt is retired at year-end 2022? When will they have the first opportunity to hedge for the first quarter, 2022? If they have done so already, what price have they locked in on how much production? Is your $3.25...

RTaber1

What is your earnings estimate for OMP for the second quarter? What seems more likely, an earnings beat or miss?

Where can we find on EPG a third party's oil price forecast? Thank you.

RTaber1

Which one is more likely to double sooner from its current price, HMENF or IPOOF? Would you suggest HMENF based on the possible catalyst of the polymer flood production report in mid-August? Does IPOOF have a nearterm comparable catalyst? Thank you.

RTaber1

A "Simply Wall Street" article describes Hemisphere's debt servce as "not well covered". Do they have a point or do they need to update their research?

RTaber1

What is your Fair Value for EPM now?

Thank you.

RTaber1

What is your Fair Value for EPM now?

Thank you.

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