(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
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HFI Research
Everything we have picked from this writer, newest first.
(Public) US Crude Oil Production Is Showing A Lot Of Weakness
US crude oil output fell from an adjusted 14.317 million b/d in April to roughly 13.5 million b/d in May and June, signaling a shale…
(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point
Colombia and Venezuela are opening oil sectors to outside producers, as Venezuela offers producing blocks and Ecopetrol seeks capital for…
(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value
ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.
