Get to know the "Petroleum Economist" on August 2

[dan_s]

We have a special webinar on Friday morning starting at 10AM CT.

I will be joined by Harry van Neck, the "Petroleum Economist." This is a special event just for EPG members. Registration is required.

Harry is an oil & gas industry expert based in The Netherlands with 44 years of upstream experience (he's 1 year older than I am). From 1985 to 1999 he worked for Shell. I worked from 1983 to 2002 at Hess Corp. We both spent several years doing business development, looking for takeover targets.

From 1995 to 2020 Harry specialty was "Petroleum Economic": Company acquisitions, production sharing contracts, farmouts, project financing, portfolio ranking/optimization, project sanctioning, reserves booking, field optimization, energy efficiency, renewables economics/integration.

Harry has developed a method for ranking upstream companies that he is going to explain to us. This afternoon you will receive his weekly update as of July 26th. We both value high-quality "Running Room".

EPG will be making Harry's reports available to our members at least twice a month starting in August. From time-to-time he will send out detailed reports on individual companies. Notice on slide four that 7 of Harry's Top 10 are companies in our three model portfolios. Riley Exploration Permian (REPX) is his Top Pick for value. He tracks 80 upstream companies carefully (almost twice as many as I track).

This is a new service that EPG will be providing. The service is free for August, after which it will be available for $250/year, with most of the annual fee going to Harry.

Review the attached report and I think you will appreciate the quality of the information and the amount of time that Harry puts into it. His work has been a great help to me; "two heads are better than one". < especially two heads that each have over 40 years of industry experience.

As of this morning we had 50+ EPG members registered for tomorrow's webinar. We will be taking questions about Harry method and some of his top picks.

Register on the EPG website home page if you wish to attend the live event.

[Fraser921]

>Review the attached report

No report was attached. Where do i find it? It's not on main site either

[dan_s]

Just click on the word "HERE" in the middle of the email we sent out at 4PM CT on August 1.

[dan_s]

If you have questions for Harry, just post them here. He checks the Forum on a regular basis.

He and I are very busy trying to update all of our forecast models for Q2 results and updated guidance.

[farrell90]

Sorry I had another commitment this AM and missed the webinar. I am interested watching it if it is going to be replayed. Let me know.

David Jones

[dan_s]

The replay is available on the EPG website.

[KGardiner]

Harry,

Thank you for your detailed explanation of your analytics.
I look forward to receiving your periodic updates.

One thing that would be very helpful to me is to receive your company ranking tables and associated metrics in Excel spreadsheet form in addition to your PDF file document. That would allow me to sort the companies by your ranking criteria and add some of my own minimum investment criterial as well.

Thanks for your hard work and expertise. It is a great compliment to Dan’s work.

Kevin