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SandRidge Energy Stock: Getting Overvalued Long-Term $70 Oil $3.75 Natural Gas (NYSE:SD)
Seeking Alpha· 2026-01-22 03:19
SandRidge Energy's ( SD ) share price has gone up close to 20% since I last looked at it in early November 2025 , going from around the middle of my estimated valuation range to aroundAaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Entertainment. He used his analytical and modeling skills to design the in-game economic models for two mobile apps wit ...
El Pollo Loco Holdings Is On The Value Menu For A Reason (NASDAQ:LOCO)
Seeking Alpha· 2026-01-21 23:38
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
行业周报:美国上周API原油库存增300万桶,汽油库存增超600
Jin Rong Jie· 2026-01-21 22:40
美国 石油协会数据显示,上周,美国API原油库存 +300万桶,之前一周 +527.8万桶。上周API库欣原油 库存 +120万桶,前值 +94.5桶。上周API成品油汽油库存 +620万桶、馏分油库存 -3.3万桶。 ...
CVE Trades Near 52-Week High: Should Investors Still Buy the Stock?
ZACKS· 2026-01-21 18:56
Key Takeaways CVE is approaching a 52-week high, backed by strong operations and steady production growth.A portfolio of sanctioned projects supports production of 1M BOE/d by 2027-2028 without new approvals.The MEG Energy deal adds 100 Mbbls/d and is expected to deliver $400M in synergies by 2028.Cenovus Energy Inc. (CVE) is closing in on its 52-week high of $18.75, finishing the most recent session at $17.68. While the stock’s steady rise has coincided with recent upward movement in commodity prices, the ...
Northern Technologies International (NasdaqGM:NTIC) Conference Transcript
2026-01-21 18:17
Summary of Northern Technologies International (NTIC) Conference Call Company Overview - **Company**: Northern Technologies International (NTIC) - **Industry**: Industrial packaging and corrosion solutions - **Key Products**: Zerust Excor (volatile corrosion inhibitors), Zerust Oil & Gas, Natur-Tec Bioplastics (compostable plastics) [1][2] Core Business Segments - **Zerust Industrial**: Traditional industrial packaging products, primarily serving automotive, construction, agriculture, and mining sectors [8][10] - **Zerust Oil & Gas**: Focus on protecting oil and gas infrastructure, including pipelines and storage tanks, with a recent $13 million contract in Brazil [11][12] - **Natur-Tec Bioplastics**: Development of certified compostable resins, capitalizing on global trends towards reducing single-use plastics [14][15] Growth Strategies - **Revenue Growth Target**: Aim for 15% top-line revenue growth while limiting operating expense growth to under 10% [6] - **Investment Focus**: Significant investments in oil and gas and Natur-Tec businesses expected to yield dividends in the next 1-5 years [7][27] - **Geographic Expansion**: Operations in 65 countries, with notable growth in China and India [2][5] Financial Performance - **Gross Margins**: Higher margins in oil and gas (60%+) compared to traditional industrial products; Natur-Tec margins improving due to lower raw material costs [18][29] - **Joint Ventures**: 15 international joint ventures contribute significantly to profitability, with NTIC receiving 10-11% of joint venture revenues as after-tax profit [20][38] Market Dynamics - **Competitive Advantage**: Global presence allows NTIC to provide comprehensive corrosion solutions, enhancing customer service and product differentiation [4][22] - **Market Trends**: Increasing demand for compostable plastics and corrosion solutions in oil and gas due to regulatory pressures and infrastructure investments [15][27] Operational Insights - **KPI Tracking**: Focus on gross margins and operating expenses to drive profitability; investments in sales and technical teams to enhance execution [34] - **Revenue Volatility**: Oil and gas contracts are project-based, leading to potential revenue fluctuations; however, new contracts may stabilize monthly revenues [30][31] Future Outlook - **Long-term Growth**: NTIC expects continued growth in oil and gas and Natur-Tec sectors, driven by market mandates and infrastructure investments [27][28] - **Strategic Planning**: Management emphasizes a compelling growth strategy across all business segments, aiming to leverage existing capabilities for future success [24][25] Additional Considerations - **Dividend Policy**: Recent reductions in dividends due to capital investments in growth areas, maintaining a conservative balance sheet [23] - **Market Diversification**: Efforts to reduce reliance on automotive markets by expanding into general industry and other sectors [26]
TotalEnergies sees EU softening aviation fuel rules after car ban u-turn
Invezz· 2026-01-21 17:42
TotalEnergies CEO Patrick Pouyanne predicted a potential backtrack by the European Union on its sustainable aviation fuel (SAF) mandate on Wednesday, suggesting the bloc might dilute the requirement i... ...
Benchmark diesel price rises after eight weeks of declines
Yahoo Finance· 2026-01-21 17:07
After eight weeks of declines, the benchmark diesel price has turned higher. The Department of Energy/Energy Information Administration average weekly retail diesel price, used as the basis for most fuel surcharges, rose 7.1 cents/gallon to $3.53/g, posted Tuesday but effective Monday. It is the first upward move since the DOE/EIA price hit a recent high price of $3.868/g on November 17, the last time it had posted an increase before the eight-week stretch of lower prices commenced. The higher price co ...
Venezuelan oil exports under supply deal with US progressing slowly -documents, data
Reuters· 2026-01-21 15:37
he volume of Venezuelan oil exported under a flagship $2 billion supply deal with the U.S. reached about 7.8 million barrels on Wednesday, vesseltracking data and PDVSA documents showed, highlighting... ...
Halliburton delivers quarterly beat driven by international growth
Proactiveinvestors NA· 2026-01-21 14:54
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Serica Energy eyes major 2026 output boost after acquisitions
Yahoo Finance· 2026-01-21 14:13
Serica Energy is anticipating a significant increase in production for 2026, driven by improved operational performance and the completion of acquisitions that could more than double its producing fields. As per its latest trading and operations update, the UK North Sea operator has started the year with production levels notably higher than in 2025. To date, the company’s production in 2026 has been 43,000 barrels of oil equivalent per day (boepd), with current rates of roughly 50,000boepd. For the yea ...