Energy Prospectus

Baytex up big today. What's the scoop?

The U.S. Energy Information Administration said on Friday that crude oil blending and under-reported oil output were key reasons for recently high adjustment figures in

What is crude oil blending? Who does it and how do they account for it?

Since range is being taken over by pioneer, who would be possible suitors for Comstock or antero since we seem to be at the bottom

Dan

Is there a way to know how much of Comstock's gas is sold as LNG overseas and if so, then at what price do they sell it at? Henry Hub?
Thanks

In general, we don't really play the Troll game here, so if anyone is implying that Frazer is trying to manipulate or front-run this group for then that person is out of step with this message board. Frazer is not short Comstock but he did lose money on the trade. I know that because I've followed h...

Yep, I understand that we export to them, which is why I put “net” of 6 BCF inbound from Canada historically, but it jumped 3 BCF in one week, which is both material and highly unusual. Wondered if you knew what the deal was?

Dan, Historically, it would appear that net Canadian imports average around 6 BCF per day, and exports of natural gas via pipeline to Mexico are about this same amount, so basically a wash. I'm seeing where Canadian Natural Gas imports jumped 3 BCF this week. What's the story? Do they have this much...

Dan,

I tried to open the Comstock and Antero Forecast Spreadsheets and they would not render on my computer. It's entirely possible that its just my computer so I'm checking to see if anyone else having this issue?

Thanks

Dan Did you get any sense from Don what the CapEx would be for 2023? Hemisphere doesn't have that much in the way of facilities and as they have been upgrading all their equipment/facilities over the last year so I'm thinking CapEx will be decidedly lower. I know the Corporate Presentation says $16m...

Company has reportedly approval for up to $8,000,000 to buy back shares. 10,000 trade volume over last several days, I think. Since the company trades at $1 now, the math is easy - 8,000,000 shares divided by 253 trading days = 31,000 shares per day. Great 3 year performance, but now Mgmt. seems int...