sbow

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mkarpoff
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Joined: Fri May 30, 2014 4:27 pm

sbow

Post by mkarpoff »

Dan, there is an interesting article this morning on SA, by Laura Starks. I think she is pretty savvy. If you have time to read it, I would love to get your take on what she has to say about Silverbow. Thx.
dan_s
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Joined: Fri Apr 23, 2010 8:22 am

Re: sbow

Post by dan_s »

Send me the link
Dan Steffens
Energy Prospectus Group
mkarpoff
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Joined: Fri May 30, 2014 4:27 pm

Re: sbow

Post by mkarpoff »

I don't know how to do that, but you can go to SA, enter sbow, and hers is the latest article. Thx.
mkarpoff
Posts: 810
Joined: Fri May 30, 2014 4:27 pm

Re: sbow

Post by mkarpoff »

I don't know how to do that, but you can go to SA, enter sbow, and hers is the latest article. Thx.
uberCOAT
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Re: sbow

Post by uberCOAT »

SergioSays
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Joined: Mon Jul 12, 2021 8:59 am

Re: sbow

Post by SergioSays »

Seems like an absurd overreaction by the author.
dan_s
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Joined: Fri Apr 23, 2010 8:22 am

Re: sbow

Post by dan_s »

Her opinion is primarily based on the fact that SilverBow is not paying dividends or buying back stock.

SilverBow is a small-cap that is in aggressive growth mode, which is exactly what it should be doing. Plus, they have just recently closed a transformative couple of acquisitions.

I would much rather have them report strong production growth quarter-after-quarter, all funded by operating cash flow, than pay a tiny dividend. By this time next year, they should have more than enough FCF to pay dividends if they wish.

For a company of this size, it has a ton of running room and it is time to run.
Dan Steffens
Energy Prospectus Group
mkarpoff
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Joined: Fri May 30, 2014 4:27 pm

Re: sbow

Post by mkarpoff »

Thx to all for checking it out.
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