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Bullboard Post History

by SHoldd


T.YGR

RE:RE:RE:RE:RE:RE:RE:RE:RE:...someone is excited on Twitter X

And if you were the business owner had 100% of Yangarra, would your return on...

December 13, 2024

T.YGR

RE:RE:RE:RE:RE:RE:RE:RE:...someone is excited on Twitter X

David Swensen one of the best portfolio managers suggested using enterprive...

December 13, 2024

T.YGR

RE:RE:RE:RE:RE:RE:RE:...someone is excited on Twitter X

It's a 30% dividend but it's not 30% off the replacement cost for the...

December 13, 2024

T.YGR

RE:RE:RE:RE:RE:RE:...someone is excited on Twitter X

This way would make sense to me if I did valuations based on free cash flow...

December 12, 2024

T.YGR

RE:RE:RE:RE:RE:...someone is excited on Twitter X

I should add that I take your point that it's simply a levered investment...

December 12, 2024

T.YGR

RE:RE:RE:RE:RE:RE:...someone is excited on Twitter X

Do you not see how my exmaple has a yield that is 3x more than his yield...

December 12, 2024

T.YGR

RE:RE:RE:RE:RE:...someone is excited on Twitter X

what i'm describing is the enterprise value or it's total price. That...

December 12, 2024

T.YGR

RE:RE:RE:...someone is excited on Twitter X

No it's 100% wrong. The current business operations and cash flows he'...

December 12, 2024

T.YGR

RE:...someone is excited on Twitter X

yeah the guy forgot to add the debt 

December 12, 2024

T.YGR

RE:RE:RE:Great Release...

if you add the debt it's closer to 200M EV and 6.7x FCF or 15%

December 12, 2024

T.YGR

RE:RE:RE:RE:RE:RE:2025 Capital Budget and Operations update

OBE is more unloved than most because they had accouting fraud less than 10...

December 12, 2024

T.YGR

RE:RE:RE:RE:2025 Capital Budget and Operations update

OBE is more unloved than most, Nuvista and Crew also did the same and were...

December 11, 2024

T.YGR

RE:RE:2025 Capital Budget and Operations update

that's also why they don't want to do a buyback when it's clearly...

December 11, 2024

T.YGR

RE:2025 Capital Budget and Operations update

management wants their low-priced options for another year. commodity prices...

December 11, 2024

T.YGR

RE:RE:RE:RE:RE:RE:Like Pulling Teeth

current cash flow for 9 months is 56M capex 40M = 16M with probably 9M for Q4...

December 4, 2024

T.YGR

RE:RE:RE:RE:RE:Like Pulling Teeth

This year its less around 25M but $1.50-2.00 AECO and 40M per year is...

December 4, 2024

T.YGR

RE:RE:RE:Like Pulling Teeth

at this pace it will be 90M by 2024, ~80M by Q1/25, so any ROC would be...

December 3, 2024

T.YGR

RE:Interesting that HAM is having success with Belly River well

Well this guy considers EBITDA so I don't trust anything he says. The...

November 27, 2024

T.YGR

RE:RE:RE:What is the Possibility

then again he said it's for all products could be carve outs 

November 26, 2024

T.YGR

RE:RE:What is the Possibility

Well the US consumes 19MM barrels of oil per day and only produces 13MM for a...

November 26, 2024

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