Diamondback Energy: More Room To Run (NASDAQ:FANG)

bjdlzx The common stock of Diamondback Energy (NASDAQ:FANG) has had a good run lately. Diamondback Energy Common Stock Price History And Key Valuation Measures (Seeking Alpha Website May 13, 2024) The stock remains near its high, which is getting near to doubling its 52-week low. Much of this can be attributed to the recent announcement…

Read More

Pineapple Energy Inc. (PEGY) Q1 2024 Earnings Call Transcript

Pineapple Energy Inc. (NASDAQ:PEGY) Q1 2024 Earnings Conference Call May 10, 2024 8:30 AM ET Company Participants Eric Ingvaldson – Chief Financial OfficerKyle Udseth – Chief Executive Officer Conference Call Participants Donovan Schafer – Northland Capital Markets Operator Good afternoon, and welcome to Pineapple Energy’s First Quarter 2024 Conference Call. As a reminder, today’s call…

Read More

Vertex Energy, Inc. (VTNR) Q1 2024 Earnings Call Transcript

Vertex Energy, Inc. (NASDAQ:VTNR) Q1 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants Chris Delange – Investor Relations CoordinatorBen Cowart – Chairman and Chief Executive OfficerJames Rhame – Chief Operating OfficerChris Carlson – Chief Financial OfficerDoug Haugh – Chief Commercial Officer Conference Call Participants Noah Kaye – OppenheimerSameer Joshi – WainwrightEric…

Read More

Vital Energy: Optimizing The Acquisitions (NYSE:VTLE)

bjdlzx Vital Energy (NYSE:VTLE) management set about converting the company from a reserves-based strategy that involved asset sales to keep the debt down to a Mr. Market approved (and debt market approved) cash flow strategy. The success of this strategy should imply a revaluation of the stock price now that the debt issue and the…

Read More

Ring Energy, Inc. (REI) Q1 2024 Earnings Call Transcript

Ring Energy, Inc. (NYSE:REI) Q1 2024 Earnings Conference Call May 7, 2024 11:00 AM ET Company Participants Al Petrie – Investor RelationsPaul McKinney – Chairman and Chief Executive OfficerTravis Thomas – Executive Vice President and Chief Financial OfficerAlex Dyes – Executive Vice President, Engineering and Corporate StrategyMarinos Baghdati – Executive Vice President, OperationsSteve Brooks –…

Read More

Vermilion Energy Inc. (VET) Q1 2024 Earnings Call Transcript

Vermilion Energy Inc. (NYSE:VET) Q1 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Robert Michaleski – Chair of the Board of DirectorsYvonne Jeffery – Vice President of SustainabilityTerry Hergott – Vice President of MarketingAveryl Schraven – Vice President of People and CultureGeoff MacDonald – Vice President of GeosciencesKyle Preston – Vice…

Read More

Mammoth Energy Services Stock: Challenging Near-Term Business Conditions (NASDAQ:TUSK)

pawopa3336/iStock via Getty Images Mammoth Energy Services (NASDAQ:TUSK) is dealing with challenging near-term business conditions. Mammoth’s Q1 2024 results involved negative $6 million in adjusted EBITDA (after excluding interest from its Puerto Rico Electric Power Authority [PREPA] accounts receivable). Although I was expecting 2024 to be relatively weak for Mammoth (with adjusted EBITDA around $5…

Read More

SM Energy Company (SM) Q1 2024 Summary Earnings Call Transcript

SM Energy Company (NYSE:SM) Q1 2024 Summary Earnings Conference Call May 2, 2024 5:00 PM ET Company Participants Jennifer Martin Samuels – Vice President of Investor Relations and ESG StewardshipHerb Vogel – President and Chief Executive OfficerWade Pursell – Executive Vice President and Chief Financial Officer Conference Call Participants Jennifer Martin Samuels Good afternoon and…

Read More

Gran Tierra Energy Inc. (GTE) Q1 2024 Earnings Call Transcript

Gran Tierra Energy Inc. (NYSE:GTE) Q1 2024 Earnings Conference Call May 2, 2024 11:00 AM ET Company Participants Gary Guidry – President and Chief Executive OfficerRyan Ellson – Executive Vice President and Chief Financial OfficerSebastien Morin – Chief Operating Officer Conference Call Participants Anne Milne – Bank of AmericaPhil Skolnick – Eight CapitalSadena Covault –…

Read More

Devon Energy: Expecting A Light Q1 Earnings (NYSE:DVN)

Mark Segal/DigitalVision via Getty Images Thesis Devon Energy (NYSE:DVN) is scheduled to release Q1 results on May 1st, 2024. Investors may be disappointed with the results against strong market expectations resulting from a healthy crude rally throughout the quarter. Now that crude prices have stabilized in the low $80/barrel range, investors may be expecting more….

Read More

Thermal Energy International Inc. (TMGEF) Q3 2024 Earnings Call Transcript

Thermal Energy International Inc. (OTCQB:TMGEF) Q3 2024 Earnings Conference Call April 25, 2024 8:30 AM ET Company Participants William Crosland – President and CEOTrevor Heisler – NBC Capital Market Advisors Conference Call Participants Operator Welcome everyone. I’m William Crosland, President and CEO of Thermal Energy International, and welcome to our fiscal 2024, Third Quarter and…

Read More

Serica Energy plc (SQZZF) Q4 2023 Earnings Call Transcript

Serica Energy plc (OTCPK:SQZZF) Q4 2023 Earnings Conference Call April 24, 2024 9:00 AM ET Company Participants David Latin – Chairman and Interim Chief Executive OfficerMartin Copeland – Chief Financial Officer Operator Good afternoon, ladies and gentlemen and welcome to the Serica Energy Plc Investor Presentation. [Operator Instructions] Before we begin, I would just like…

Read More

Diamondback Energy (FANG): Oil Outlook Improving, But Stretched Valuation, Merger May Fail

Monty Rakusen/DigitalVision via Getty Images In mid-2022, I published a bullish outlook on the oil and gas producer Diamondback Energy (NASDAQ:FANG) in “Diamondback Energy: Oil Producers To Benefit From Substantial Decline In Crude Reserve.” At that time, I believed that crude oil prices would inevitably rebound due to the significant decline in total US storage…

Read More

Enphase Energy, Inc. (ENPH) Q1 2024 Earnings Call Transcript

Enphase Energy, Inc. (NASDAQ:ENPH) Q1 2024 Earnings Conference Call April 23, 2024 4:30 PM ET Company Participants Zach Freedman – Investor RelationsBadri Kothandaraman – President & Chief Executive OfficerMandy Yang – Chief Financial OfficerRaghu Belur – Chief Products Officer Conference Call Participants Colin Rusch – OppenheimerBrian Lee – Goldman SachsKashy Harrison – Piper SandlerMark Strouse…

Read More

NextEra Energy Partners: Lower For Longer (NYSE:NEP)

Henrik Sorensen/DigitalVision via Getty Images In our last coverage of NextEra Energy Partners, LP (NYSE:NEP), we talked mainly about everyone’s favorite breakfast item. Toast. Our take is that inflation will prove stickier than expected and even the normalization of the 3-month-10 Year Treasury relationship suggests a 5.5% 10 year note. If that outlook comes to…

Read More

Dragonfly Energy Holdings Corp. (DFLI) Q4 2023 Earnings Call Transcript

Dragonfly Energy Holdings Corp. (NASDAQ:DFLI) Q4 2023 Earnings Conference Call April 15, 2024 5:00 PM ET Company Participants Denis Phares – President & CEOJohn Marchetti – SVP & Former CFO Conference Call Participants George Gianarikas – Canaccord GenuityBrian Dobson – Chardan Capital MarketsChip Moore – ROTHPavel Molchanov – Raymond JamesJeff Grampp – Alliance Global Partners…

Read More

Midwest Energy Emissions Corp. (MEEC) Q4 2023 Earnings Call Transcript

Midwest Energy Emissions Corp. (OTCQB:MEEC) Q4 2023 Earnings Conference Call April 15, 2024 4:00 PM ET Company Participants Richard MacPherson – Chief Executive Officer Conference Call Participants Michael Galantino – Chapin Davis Operator Good day, and welcome to the ME2C Environmental Fourth Quarter and Full Year 2023 Earnings Conference Call. During today’s presentation, all parties…

Read More

High Arctic Energy Services Inc. (HGHAF) Q4 2023 Earnings Call Transcript

High Arctic Energy Services Inc. (OTCPK:HGHAF) Q4 2023 Results Conference Call April 8, 2024 5:00 PM ET Company Participants Michael Maguire – CEOLonn Bate – Interim CFO Conference Call Participants Josef Schachter – Schachter Energy Research Services Inc. Operator Good afternoon, ladies and gentlemen. Welcome to the High Arctic Energy Services 2023 Q4 Results Conference…

Read More

Fluence Energy: A Strong Buy After The Drop (NASDAQ:FLNC)

PhonlamaiPhoto Thesis Fluence Energy, Inc. (NASDAQ:FLNC) is a pure-play, Energy Storage global leader. Specifically, the company provides battery electric storage systems (BESS), software solutions, and service packages. I presented Fluence in a previous article and set a strong buy rating. While still holding 75% of my long-term position, providing having been a buyer at ~$6.75,…

Read More

LSB Industries: Champion Of Old Economy That Can Benefit From Green Energy Transition

Hirurg/E+ via Getty Images Introduction LSB Industries (NYSE:LXU) is a chemical manufacturing company that primarily produces ammonia and other nitrogen-based products for agricultural, mining, and industrial markets. The firm operates four manufacturing facilities strategically located across Alabama, Arkansas, Oklahoma, and Texas, with a medium-term target annual production capacity of around 900,000 metric tons of ammonia….

Read More

Publicly-Traded Bitcoin Miner Runs on 100% Renewable Energy, Audit Confirms

Publicly-traded bitcoin mining company Gryphon Digital Mining (“Gryphon”) is currently mining bitcoin with 100% renewable energy, according to a third-party audit the company has made public. Gryphon is taking a bold step in #ESG leadership by publishing its #carbonemissions data publicly. Insight into our 100% renewable status is available here: https://t.co/1DV7bCYIp1 $GRYP #GryphonDigital pic.twitter.com/69jT2nCjWw —…

Read More

SandRidge Energy: Buying Value, Income And Safety (NYSE:SD)

mysticenergy SandRidge Energy (NYSE:SD) is a small, independent, oil and natural gas company headquartered in Oklahoma. All of SandRidge’s properties and proved reserves are located in the “Mid-Continent” area, more specifically Oklahoma and Kansas. The thesis behind owning SandRidge is one of valuation and more recently, capital allocation. Even with its recent runup, SandRidge is…

Read More

Talos Energy: A Gulf Of Mexico Standout (NYSE:TALO)

Someday I’ma be a seagull stock analyst! GlobalP/iStock via Getty Images Introduction It’s been a year since we’ve discussed Talos Energy (NYSE:TALO). Last March, we covered them with a buy rating. The stock has done precisely nothing since and currently sits within a few pennies of where it stood last year. We aren’t going to…

Read More

Energizer – Lacking Energy Here (NYSE:ENR)

Alberto Barros/iStock via Getty Images When Energizer Holdings, Inc. (NYSE:ENR) announced its intention to acquire the battery business of Spectrum Brands (SPB) in 2018, the company was setting up to create a battery giant. Greater market power and costs synergies should in theory create a stronger business, yet lack of growth and a 5 times…

Read More