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SM Energy Company (SM)

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35.54-0.31 (-0.86%)
Al cierre: 04:00PM EDT
35.37 -0.17 (-0.48%)
Fuera de horario: 06:00PM EDT
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  • D
    Drew C.
    $LPI conversation
    Virtually all of the smallish (under $10 billion) Texas-oriented oil and gas stocks are down by about 1/3rd from their June 8 highs (i.e. 14 days ago):

    Today's close vs. June 8 highs:

    CDEV: down 32.0%
    CPE: down 32.8%
    ESTE: down 32.7%
    LPI: down 34.5%
    ROCC: down 36.8%
    SBOW: down 31.5%
    SM: down 33.8%

    What this suggests to me is that none of these are indicating individual problems; all are being treated as a block trade, and IMO a temporary pullback.

    I'm guessing though that it will take much longer to recreate those June 8 highs than the 2 weeks it took to take them down. Probably in 3-5 months (Sept. 22 - Nov. 22) these stocks will surpass their June 8 highs, for approximately a 50% gain from here. We'll see.

    $CDEV $CPE $ESTE $LPI $ROCC $SBOW $SM
  • T
    Tomas
    $CPE conversation
    EIA
    Actual -5.068M
    Forecast -1.350M
    Previous -1.019M

    $sm
  • D
    Drew C.
    $LPI conversation
    EIA numbers show a net draw of 7 million barrels of oil (all-in, including the SPR) in the latest reported week. That includes 6 million barrels from the SPR and a net 1 million barrel draw from commercial inventories/production.

    In the prior week, only 5 million barrels were drawn from the SPR, so this time they took 6 million barrels from the SPR and even with that required an additional 1 million barrels (net) draw from commercial. Try as they might, draining the SPR is not causing a glut of oil or bringing down oil prices. And the SPR will be refilled eventually, even POTUS Brandon has said this. Currently WTI crude is $110+/barrel, 30 minutes after this week's EIA data release, up slightly from yesterday.

    $LPI $ESTE $OXY $FANG $CDEV $SM $CPE $PXD
  • B
    BigOil
    $NOG conversation
    Aug of 21 $SM and $NOG were both at around $15. Look at them now. This is what I'm talking about. $NOG is way undervalued. I haven't looked recently, but I believe $SM had similar hedging, if not worse. The main difference I see is their financials look better because of the acquisitions we made last year. Any other explanations?
  • D
    Drew C.
    $LPI conversation
    Today's EIA report was incredibly bullish for oil. Overall oil drawdown of 8.4 million barrels in the latest reported week. SPR drawdown was a massive 5.0 million barrels (by far the biggest this year), yet even with that the commercial (non SPR) inventories went down a net 3.4 million barrels.

    SPR is now down 14.6% from one year ago.
    Commercial (non SPR) is down 13.4% from one year ago.
    Total US oil inventory (all of the above) is down 14.1% from one year ago.

    $LPI $ESTE $CDEV $SM $FANG $PXD $CPE
  • T
    Tomas
    $CPE conversation
    EIA
    Actual -1.019M
    Forecast -0.737M
    Previous -3.394M

    $sm
  • H
    Harry Ballz
    $CPE conversation
    $KOS has a great looking head and shoulders on the chart. $CDEV is incredibly undervalued and still has huge upside potential. $SM looks great on the chart with a possible breakout to new highs. CPE still very cheap in comparison.
  • T
    Tomas
    $CPE conversation
    EIA
    Actual -3.394M
    Forecast 1.383M
    Previous 8.487M

    $cpe $sm
  • T
    Tomas
    $CPE conversation
    Wonderful panic in the markets !!! It's still around ... It's a pity that I no longer need to shop anymore :) The energies held up a lot ...

    Yesterday's S&P 500 performance by sector:

    Consumer Discretionary-6.60%
    Consumer Staples -6.38%
    Information Technology -4.74%
    Energy -2.75%

    $cpe $sm
  • T
    Tomas
    $CPE conversation
    oil 111,30usd...

    $cpe $sm
  • M
    MatadorBull
    $MTDR conversation
    $MTDR $SM MTDR was under 44 and SM under 33 just 2 weeks ago. Let that sink in. We still have a ways to go for both companies to reach their full potential. For now... we celebrate longs.
  • T
    Tomas
    $CPE conversation
    Oil Rallies As EU Officially Proposes Embargo On Russian Imports
    By Irina Slav - May 04, 2022, 7:30 AM CDT
    Oil prices rose by more than 4% on Wednesday morning.
    EU proposes full ban on Russian crude imports in sixth sanctions package.
    Von der Leyen: “Putin must pay a high price for his brutal aggression,”
    The European Commission on Wednesday officially proposed a full ban on Russian crude and oil product imports by the end of the year—a move that sent oil prices rallying by more than 4% in early trade. $sm
  • T
    Tomas
    $CPE conversation
    Oil jumps 3% as EU plans ban on Russian oil Wed, May 4, 2022, 2:14 AM
    LONDON (Reuters) - Oil prices jumped on Wednesday as the European Union, the world's largest trading bloc, spelled out plans to phase out imports of Russian oil, offsetting demand worries in top importer China. $sm
  • O
    Oil Patch
    $MTDR conversation
    Good evening. $SM also reported, had a fantastic quarter and moves forward steadily with their plan to reduce absolute debt under 1.0 leverage. On track to generate over 1.2 billion in free cashflow this year even with their conservative hedges and will be retiring further senior notes this quarter. MTDR, OXY, SM and CDEV and are my go to plays for oil. Be careful of imminent rate hikes next week and the kneejerk market reaction. We could have some really attractive dip buying opportunities on the tail-end of these results. Oil investors can sleep well at night knowing this is where the absolute best value in the market currently resides.
  • T
    Tomas
    $CPE conversation
    hold...

    $sm
  • M
    MatadorBull
    $SM conversation
    Stock valuation is already so damn cheap and attractive in $SM & $MTDR that no one is selling. All large indices have taken major dumps and oil is dumping to a smaller degree yet these are holding strong. Any minor pump in the indices or oil or if the market likes what it sees from J.Powell's minutes tomorrow and we pump.
  • T
    Tomas
    $CPE conversation
    EIA
    Actual 0.692M
    Forecast 2.000M
    Previous -8.020M

    $cpe $sm $cdev
  • O
    Oil Patch
    $MTDR conversation
    Opportunity knocks this week to get in cheap on $MTDR and $SM
  • T
    Tomas
    $CPE conversation
    Beauty !!!

    $cpe $sm
  • T
    Tomas
    $CPE conversation
    API
    Actual -4.496M
    Forecast 2.533M
    Previous 7.757M

    $cpe $sm $cdev