I am reviewing all the S-16 forecast models today, so if you have any questions now is the good time to ask. I will check the board every 30 minutes.
A new S-16 spreadsheet with all the updated forecasts by quarter will be be posted under the Sweet 16 late this afternoon.
S-16 Forecasts
S-16 Forecasts
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group
Re: S-16 Forecasts
I have just posted updated forecast models for DNR, CRZO, CLR and EPM to the website.
EPG members just need to log on, go to the Sweet 16 Tab and click on the company's logo to see my current Net Income and Cash Flow Forecast for each company.
If CRZO hits my production forecast it should draw some attention. The gang on Wall Streets thinks of CRZO as a "Gasser" but it's revenues will be heavily weighted to oil by year-end.
EPG members just need to log on, go to the Sweet 16 Tab and click on the company's logo to see my current Net Income and Cash Flow Forecast for each company.
If CRZO hits my production forecast it should draw some attention. The gang on Wall Streets thinks of CRZO as a "Gasser" but it's revenues will be heavily weighted to oil by year-end.
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group
Re: S-16 Forecasts
I won't decide until I see Q1 results for the group listed below. I am expecting all of them to report very strong 1st quarter results, so it will be a tough decision. - dan
GeoResources (GEOI) moved into our Sweet 16 Growth Portfolio on 1-1-2010. As of Friday's close, it is up 171.30% since that date. Not too shabby!
I will be looking for a replacement since GEOI is merging with HK. < Maybe HK?
Watch List members that look darn good to me:
AREX: Heavily weighted to oil and would give us more exposure to the Permian Basin
CRK: Focused on increasing their liquids production. High quality management team.
END: On the verge of significant earnings growth.
KOG: Heavily weighted to oil. Prime takeover target. Significant production growth this year.
VRO.TO: I really like this small-cap Canadian. Big potential in the Cardium.
PBN.TO: Solid production, heavily weighted to oil and great dividend yield.
XEC: Making a comeback this year in the Permian Basin
GeoResources (GEOI) moved into our Sweet 16 Growth Portfolio on 1-1-2010. As of Friday's close, it is up 171.30% since that date. Not too shabby!
I will be looking for a replacement since GEOI is merging with HK. < Maybe HK?
Watch List members that look darn good to me:
AREX: Heavily weighted to oil and would give us more exposure to the Permian Basin
CRK: Focused on increasing their liquids production. High quality management team.
END: On the verge of significant earnings growth.
KOG: Heavily weighted to oil. Prime takeover target. Significant production growth this year.
VRO.TO: I really like this small-cap Canadian. Big potential in the Cardium.
PBN.TO: Solid production, heavily weighted to oil and great dividend yield.
XEC: Making a comeback this year in the Permian Basin
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group
Re: S-16 Forecasts
Updated forecasts for GST and GPOR have been posted under their logos under the Sweet 16 Tab. You should all take a real hard look at my forecast for Gulfport Energy (GPOR). Any good news on their Utica Shale wells and it could make a nice run.
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group