Baron Energy and Resources 4Q17: One of the Most Frustrating Years of Our Career

Performance The first thing we would like to say about 2017 is we are happy it is over. It was one of the most frustrating years of our career as we felt we were very well positioned for the energy industry recovery that unfolded, but which did not lead to the equity performance we expected […]

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Kimmeridge Energy Schedule 13D: Carrizo Should Divest Eagle Ford or Merge with Another Permian Operator

Kimmeridge owns 6,587,300 shares or 8.1% of Carrizo Oil & Gas Purpose of Transaction Kimmeridge Principals have expressed the view that Carrizo has some of the most attractive leaseholds for oil and gas development in the Eagle Ford and the Permian However, despite these leading asset positions, Carrizo: Maintains a relatively high level of indebtedness […]

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Energy Prognostications for 2018

The Top 10 RBN Energy Prognostications for 2018 – Year of the Dog: Who Let the Dogs Out? 10. In the regional gas-on-gas wars, the winner is Henry Hub. Increasing natural gas production from Marcellus/Utica, the Permian and all other major basins will compete head-to-head for the only significant growth market in the US: Gulf […]

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