The Rokslide Stock Traders Thread

Broomd

WKR
Joined
Sep 29, 2014
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4,283
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North Idaho
Pretty good nosedive today.
Yep, like much of the market. Not worried.
If some of us bailed every time we had a scenario like today we wouldn't be holding the CDEV gains we are.

Oil should see $100 in time, hopefully the Covid BS can stay under control. OPEC may very well give JB and other nations the middle finger after the SP releases, prices will be crazy.
 
Joined
Feb 27, 2016
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Joined
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AK
Black Friday! Cashed out 2 shorts and letting one ride!
 

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EastMT

WKR
Joined
Dec 19, 2016
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Eastern Montana
South African health minister says Omicron is very mild, Goldman bought the dip. Monday should be fun!

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Poser

WKR
Joined
Dec 27, 2013
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Durango CO
Nice little Crypto recovery on this fine Sunday. Should have bought some more ETH when it dipped to $3915 this morning. Metaverse coins are rocking, too. I read some crazy predictions about Bitcoin hitting 120k before the end of the year. I’ll believe that when I see it, but 6k by then for ETH is definitely possible.
 

EastMT

WKR
Joined
Dec 19, 2016
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Eastern Montana
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Well it looks like it’s here, from what I read it’s less harsh than the others, but it could throw a wrench in Monday’s rally if the markets get worried about shut downs. See what plays out
 

007hunter

Lil-Rokslider
Joined
Feb 22, 2020
Messages
250
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Well it looks like it’s here, from what I read it’s less harsh than the others, but it could throw a wrench in Monday’s rally if the markets get worried about shut downs. See what plays out
Imagine that, it’s doing exactly what viruses do! Now shut everything down for 6 weeks to flatten the curve…
 
Joined
Aug 4, 2019
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North Carolina
A team of JPMorgan Chase & Co. strategists led by Marko Kolanovic:

"We believe the evolution of coal prices might reflect supply, demand, cost of capital and energy transitioning issues for all fossil fuels, and it would certainly be possible that oil prices will follow the same pattern (inflation adjusted for oil, that would be in a $150-200/bbl range),"

Some also predicting $100 per barrel by year end 2021

Might as well hedge with oilers to offset the rest of the cluster fark

F Joe Biden
 

Beendare

WKR
Joined
May 6, 2014
Messages
9,098
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Corripe cervisiam
Has anyone done the numbers on CDEV hedged vs non hedged production? Is there an explanation somewhere on hedged vs non hedged?

Their Quarter earnings presentation is HERE on their website.

They have a hedged production chart on apx the 6th page. 3 Q prod total is apx 5.8m BBL/D, the hedged chart shows 800,000 bbl hedged at $49.62.
So is the balance-apx 5mm BBL in the quarter not hedged?
 

Bucky

Lil-Rokslider
Joined
Oct 30, 2018
Messages
271
Location
Wisconsin
A team of JPMorgan Chase & Co. strategists led by Marko Kolanovic:

"We believe the evolution of coal prices might reflect supply, demand, cost of capital and energy transitioning issues for all fossil fuels, and it would certainly be possible that oil prices will follow the same pattern (inflation adjusted for oil, that would be in a $150-200/bbl range),"

Some also predicting $100 per barrel by year end 2021

Might as well hedge with oilers to offset the rest of the cluster fark

F Joe Biden
The question i am struggling with is just how much $$ do i actually put into GTE, CDEV etc?? right now we are in a buyers market i feel for O&G. 2022 will rocket for prices as OPEC is going to hand it to Biden and US. sucks for filling up the tank but at least can make some money off it too. They can only tap special reserves so much.
I have quite a bit invested in GTE as they did a 180 on their financials. I hope is they get purchased in 2022 by one of the big guys.
 
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