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!
Search found 81 matches
- Fri Jan 06, 2023 2:02 am
- Forum: Picks and tips from the EP community
- Topic: BPT
- Replies: 0
- Views: 290
- Fri Jan 06, 2023 2:02 am
- Forum: Picks and tips from the EP community
- Topic: BPT
- Replies: 0
- Views: 310
BPT
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!
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!
- Fri Nov 25, 2022 6:17 pm
- Forum: Picks and tips from the EP community
- Topic: Electric charging stations
- Replies: 1
- Views: 620
Electric charging stations
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...
- Wed Nov 09, 2022 12:26 am
- Forum: Picks and tips from the EP community
- Topic: Diesel and heating oil shortage
- Replies: 1
- Views: 515
Diesel and heating oil shortage
Where can investors capture the most value in this looming shortage?
Thank you.
Thank you.
- Tue Nov 01, 2022 10:24 am
- Forum: Picks and tips from the EP community
- Topic: CEntral Basin Platform
- Replies: 3
- Views: 774
CEntral Basin Platform
Who would be the producer with the greatest number of DUCs in the CBP
with a market cap of about $1 billion?
Thank you.
with a market cap of about $1 billion?
Thank you.
- Sun Oct 30, 2022 5:02 pm
- Forum: Picks and tips from the EP community
- Topic: Natural gas outlook
- Replies: 2
- Views: 664
Natural gas outlook
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...
- Mon Oct 03, 2022 2:17 am
- Forum: Picks and tips from the EP community
- Topic: Earthstone Energy
- Replies: 1
- Views: 574
Earthstone Energy
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...
- Mon Sep 19, 2022 8:09 pm
- Forum: Picks and tips from the EP community
- Topic: Earthstone Energy + Permian Resources
- Replies: 1
- Views: 808
Earthstone Energy + Permian Resources
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?
What is the likelihood they will do another deal before then?
Doesn't Permian Resources look pretty obvious for someone like ESTE?
- Wed Aug 31, 2022 7:02 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy
- Replies: 5
- Views: 2465
Hemisphere Energy
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,...
- Wed Aug 24, 2022 10:55 am
- Forum: Picks and tips from the EP community
- Topic: Journey and Sandridge
- Replies: 1
- Views: 599
Journey and Sandridge
Does anyone have any comment on these companies?
Journey is trading at 2x PE?
Sandridge is trading at 5x PE?
Thanks.
Journey is trading at 2x PE?
Sandridge is trading at 5x PE?
Thanks.
- Wed Aug 24, 2022 10:55 am
- Forum: Picks and tips from the EP community
- Topic: Journey and Sandridge
- Replies: 0
- Views: 436
Journey and Sandridge
Does anyone have any comment on these companies?
Journey is trading at 2x PE?
Sandridge is trading at 5x PE?
Thanks.
Journey is trading at 2x PE?
Sandridge is trading at 5x PE?
Thanks.
- Sat Aug 06, 2022 10:50 am
- Forum: Picks and tips from the EP community
- Topic: Earthstone Energy
- Replies: 1
- Views: 877
Earthstone Energy
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.
What is your fair market value target now?
Thank you.
- Wed Jun 29, 2022 9:19 am
- Forum: Picks and tips from the EP community
- Topic: Unhedged small opportunities
- Replies: 2
- Views: 802
Unhedged small opportunities
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.
On the other hand, which of your list are most hedged?
Thank you.
- Mon Jun 06, 2022 9:50 am
- Forum: Picks and tips from the EP community
- Topic: New trading symbol for Falcon Minerals?
- Replies: 4
- Views: 1416
New trading symbol for Falcon Minerals?
What is the new trading symbol for Falcon Minerals? Thank you.
- Tue May 31, 2022 7:29 pm
- Forum: The View from Houston
- Topic: If natural gas prices go DOUBLE DIGIT
- Replies: 2
- Views: 1374
If natural gas prices go DOUBLE DIGIT
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.
To what extent, and at what levels, is Silverbow hedged in oil and gas this year?
Thanks.
- Tue May 31, 2022 7:29 pm
- Forum: The View from Houston
- Topic: If natural gas prices go DOUBLE DIGIT
- Replies: 0
- Views: 546
If natural gas prices go DOUBLE DIGIT
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.
To what extent, and at what levels, is Silverbow hedged in oil and gas this year?
Thanks.
- Fri May 20, 2022 10:59 pm
- Forum: Picks and tips from the EP community
- Topic: Exxon in Guyana.
- Replies: 2
- Views: 1121
Exxon in Guyana.
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
Exxon in the current world emergency?
Thank you. Exxon's production in Guyana seems
worthy of note.
Randy
- Fri May 20, 2022 2:15 pm
- Forum: Picks and tips from the EP community
- Topic: Propane for global heating
- Replies: 2
- Views: 781
Propane for global heating
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.
If so, who are your top picks in export production and also shipment?
Thank you.
- Sat May 14, 2022 12:30 am
- Forum: Picks and tips from the EP community
- Topic: Star Bulk ships coal, iron ore, grain, fertlizer, steel prod
- Replies: 1
- Views: 729
Star Bulk ships coal, iron ore, grain, fertlizer, steel prod
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, ...
- Thu Apr 28, 2022 12:31 pm
- Forum: Picks and tips from the EP community
- Topic: Silverbow Resources
- Replies: 1
- Views: 706
Silverbow Resources
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.
When the review and analysis is completed in the months to come, there may be upward revision in the price objective?
Thank you.
- Mon Mar 07, 2022 12:08 pm
- Forum: Picks and tips from the EP community
- Topic: Riley
- Replies: 4
- Views: 1479
Riley
Any news affecting Riley's pullback today?
- Thu Feb 17, 2022 2:58 pm
- Forum: Picks and tips from the EP community
- Topic: Leveraged oil ETFs
- Replies: 3
- Views: 1211
Leveraged oil ETFs
Which is these do you consider most reliable and leveraged to the potential upside of oil prices from here?
- Wed Feb 16, 2022 10:57 am
- Forum: Picks and tips from the EP community
- Topic: Laredo Petroleum
- Replies: 1
- Views: 555
Laredo Petroleum
What is your projected Cash Flow Per share for 2022 and what is the oil/gas prices assumed?
Thank you.
Thank you.
- Mon Feb 07, 2022 1:17 pm
- Forum: Picks and tips from the EP community
- Topic: Silverbow Resources
- Replies: 1
- Views: 689
Silverbow Resources
Filed with SEC 4th quarter on Friday. How more does the market know about the firm now?
Thanks.
Thanks.
- Fri Feb 04, 2022 3:03 pm
- Forum: Picks and tips from the EP community
- Topic: Talos
- Replies: 2
- Views: 940
Talos
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...
- Mon Jan 31, 2022 9:34 pm
- Forum: Picks and tips from the EP community
- Topic: Talos Energy
- Replies: 3
- Views: 1197
Talos Energy
Has Talos announced when they will report the Fourth quarter, 2021?
It should be a "recovery quarter" for them post IDA?
It should be a "recovery quarter" for them post IDA?
- Fri Jan 21, 2022 3:40 pm
- Forum: Picks and tips from the EP community
- Topic: REPX
- Replies: 2
- Views: 950
REPX
With 20 minutes to Friday's close, REPX has dropped 14% to about $23.
Any obvious reason? Any guess?
Any obvious reason? Any guess?
- Thu Jan 13, 2022 1:32 am
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration Permian
- Replies: 1
- Views: 864
Riley Exploration Permian
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.
The First call consensus is $48.
- Fri Jan 07, 2022 12:05 pm
- Forum: Picks and tips from the EP community
- Topic: SM Energy
- Replies: 1
- Views: 752
SM Energy
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!
What is the breakdown of production between oil, gas and ngls?
What oil and gas prices are assumed in your model for 2022?
Thanks!
- Tue Dec 21, 2021 3:40 am
- Forum: Picks and tips from the EP community
- Topic: High Yield Income Portfolio Changes - Dec 20
- Replies: 2
- Views: 951
C Corp pipelines--and other stuff.
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...
- Tue Dec 07, 2021 3:47 pm
- Forum: Picks and tips from the EP community
- Topic: Helium-"Total Helium" etc.
- Replies: 1
- Views: 706
Helium-"Total Helium" etc.
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....
- Wed Dec 01, 2021 2:34 pm
- Forum: Picks and tips from the EP community
- Topic: OMP and GDP
- Replies: 1
- Views: 793
OMP and GDP
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?
What do you think of the Paloma buy-out of Goodrich Petroluem at only $23? Will that stick?
- Tue Nov 30, 2021 8:27 pm
- Forum: Picks and tips from the EP community
- Topic: Oasis Midstream arbitrage opportunity?
- Replies: 2
- Views: 1038
Oasis Midstream arbitrage opportunity?
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?
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?
- Tue Nov 02, 2021 5:46 pm
- Forum: Picks and tips from the EP community
- Topic: Goodrich's debt service per share
- Replies: 1
- Views: 1592
Goodrich's debt service per share
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.
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.
- Thu Oct 28, 2021 11:05 pm
- Forum: Picks and tips from the EP community
- Topic: Ring's November 9 earnings report
- Replies: 1
- Views: 795
Ring's November 9 earnings report
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.
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.
- Fri Oct 22, 2021 4:47 am
- Forum: Picks and tips from the EP community
- Topic: $130 oil price tolerance for the market/economy.
- Replies: 1
- Views: 1592
$130 oil price tolerance for the market/economy.
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...
- Tue Sep 14, 2021 5:55 pm
- Forum: Picks and tips from the EP community
- Topic: Devon
- Replies: 3
- Views: 1398
Devon
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...
- Tue Sep 14, 2021 12:27 pm
- Forum: Picks and tips from the EP community
- Topic: Devon
- Replies: 3
- Views: 1398
Devon
Where the "value" in Devon? It seems fairly fairly valued now.
- Mon Sep 13, 2021 2:46 pm
- Forum: Picks and tips from the EP community
- Topic: HMENF and GDP
- Replies: 1
- Views: 921
HMENF and GDP
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...
- Thu Sep 02, 2021 5:04 pm
- Forum: Picks and tips from the EP community
- Topic: Goodrich Petroleum
- Replies: 5
- Views: 1646
Goodrich Petroleum
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...
- Mon Aug 02, 2021 12:28 pm
- Forum: Picks and tips from the EP community
- Topic: Oasis Midstream earnings expectation
- Replies: 1
- Views: 669
Oasis Midstream earnings expectation
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.
Where can we find on EPG a third party's oil price forecast? Thank you.
- Fri Jul 16, 2021 5:07 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere versus InPlay
- Replies: 1
- Views: 751
Hemisphere versus InPlay
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.
- Tue Jul 06, 2021 2:25 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere's Debt Coverage
- Replies: 1
- Views: 673
Hemisphere's Debt Coverage
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?
- Sun Jul 04, 2021 12:23 am
- Forum: Picks and tips from the EP community
- Topic: LONE
- Replies: 3
- Views: 1118
EPM
What is your Fair Value for EPM now?
Thank you.
Thank you.
- Sun Jul 04, 2021 12:23 am
- Forum: Picks and tips from the EP community
- Topic: LONE
- Replies: 3
- Views: 1118
EPM
What is your Fair Value for EPM now?
Thank you.
Thank you.
- Sun Jul 04, 2021 12:22 am
- Forum: Picks and tips from the EP community
- Topic: LONE
- Replies: 3
- Views: 1118
LONE
What is your Fair Value price for LONE now?
Thank you.
Thank you.
- Thu Jul 01, 2021 11:01 am
- Forum: Monthly Webinars and Luncheons
- Topic: Oasis Midstream
- Replies: 1
- Views: 2686
Oasis Midstream
What is the Cash Flow to Distribution coverage for OMP?
How much is Oasis Petroleum get on June 30 for their Permian Assets?
How much is Oasis Petroleum get on June 30 for their Permian Assets?
- Sat Jul 18, 2020 4:29 pm
- Forum: Picks and tips from the EP community
- Topic: Denbury - Evolution Petroleum
- Replies: 1
- Views: 1095
Denbury - Evolution Petroleum
If Denbury fails in the next year, Evolution will be left without an operator. Evolution's board is no doubt pondering this potentiality. Who are the most likely alternative CO2 operators who could step in? Would Evolution likely to get better terms with a new operator or worse, in the current marke...
- Thu Jun 25, 2020 9:46 am
- Forum: Picks and tips from the EP community
- Topic: Top Pick for Speculative Turnaround
- Replies: 1
- Views: 1140
Top Pick for Speculative Turnaround
Which small cap oil producer, apart from those under $1, is your top pick for the next 2 years? Which has the least resistance to the upside when oil reaches $50? Thank you.
- Sun Jun 21, 2020 6:56 pm
- Forum: Picks and tips from the EP community
- Topic: Whiting interested in AXAS?
- Replies: 2
- Views: 1511
Lonestar Resources
Their credit facility is about $225 million and they have drawn about $175 million and are paying interest of between 4% to 5%. Would LONE be willing to acquire an equity infusion to pay off their debt and work only with cash flow for drilling? No debt and a strong cash flow might even lead to the d...