Small-Cap Growth Portfolio Update - Mar 30

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dan_s
Posts: 34465
Joined: Fri Apr 23, 2010 8:22 am

Small-Cap Growth Portfolio Update - Mar 30

Post by dan_s »

All of the Sweet 16 valuations have been updated, so I have moved on to the Small-Caps.

I am posting them directly to the EPG website home page when I finish updating each one.

Hemisphere Energy (HMENF) stays at $3.00US per share.

InPlay Oil (IPOOF) adjusted to $5.75 US per share.
Kolibrie Global Energy (KGEIF) adjusts to $8.15 US per share.
Riley Exploration Permian (REPX) adjusts to $50.00 < The Pecos Acquisition is a big + for this one.
Talos Energy (TALO) adjusts to $29.00

I will finish updating the other small-caps tomorrow morning and then move on to update all of the upstream companies in our High Yield Income Portfolio (CTRA, DVN, FANG, PDCE, PXD). Last but not least, I will update the minerals companies (BSM, KRP, STR, VNOM)

I will be working on the newsletter over the weekend.
Dan Steffens
Energy Prospectus Group
ChuckGeb
Posts: 945
Joined: Thu Nov 21, 2013 2:46 pm

Re: Small-Cap Growth Portfolio Update - Mar 30

Post by ChuckGeb »

Just a suggestion: Would you mind stating in future whether the adjustment is up or down? Thank you.
dan_s
Posts: 34465
Joined: Fri Apr 23, 2010 8:22 am

Re: Small-Cap Growth Portfolio Update - Mar 30

Post by dan_s »

REPX is the only one that went up.

I've lowered the oil and gas prices used in all of the models, so they will be going down except for few rare exceptions.

Just look at the tables in the last newsletter to see the old valuations.
Dan Steffens
Energy Prospectus Group
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