I have updated my Net Income & Cash Flow Forecast models for all of the Sweet 16 companies to reflect 3rd quarter actual results and new company guidance. You can find a spreadsheet summary + comparison of my Fair Value Estimates for each company's share price to the current First Call Price Targets under the Sweet 16 Tab.
You can see the individual company forecast models under the Sweet 16 Tab by clicking on the company's logo. Of course, this information is only available to EPG members.
I will open our meeting on Thursday, November 29th with a "Sweet 16 Update", present details on 4-6 companies and my outlook for the 4th quarter. You can sign up for this luncheon at The Hess Club (5430 Westheimer, Houston) by clicking on the Calendar Tab. I will also be in Dallas on December 5th at the Dallas Petroleum Club.
My slides will be posted on the website shortly after the luncheon.
Sweet 16 Update as of November 24
Sweet 16 Update as of November 24
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group