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Jerry Jones on CNBC

Posted: Fri Jul 01, 2022 8:23 am
by Fraser921
Coming up!

Re: Jerry Jones on CNBC

Posted: Fri Jul 01, 2022 1:04 pm
by Fraser921

Re: Jerry Jones on CNBC

Posted: Fri Jul 01, 2022 1:50 pm
by dan_s
Jerry's family owns ~75% of CRK.

The Haynesville Shale is the cheapest to find and produce dry gas in the world. It is also located near the fastest growing gas market in the world.

CRK has a lot of undedicated gas that it can move to premium priced markets, including the LNG exporters, so I think we will see CRK getting some big gas prices this winter.

I will be adding PHX to our Small-Cap Growth Portfolio in July because it has growing stake in the Haynesville.

My updated forecast/valuation model has just been posted to the EPG home page.