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TALOS ENERGY (TALO) just reported: Successful drilling, record production and EBITDA of $185M and FREE CASH FLOW of $31.3M in one quarter alone
Summary of Otto (OEL.ASX) opportunity and why I think this could be a BIG WEEK
Mentions
Where are we on the TACO-TALO continuum?
TALO🦅(🥭 Always Lashes Out) Followed by.... TACO🌮(🥭Always Chickens Out)
TALO vs TACO, which cycle are we in I wonder 
That's the expectation, but the popular talk is of the TALO🦅(🥭 always lashes out) vs TACO🌮 (🥭 always chickens out) trade. As 🌮 became more popular the 🦅side of the trade is coming as with the doubling of aluminum and steel tariffs over the weekend. Side ways sure, but the zig and zags might feel more like crashes and rallies imo
I'm betting everything on $TALO and $WOOF, so fuck you and pay me!
KHC and KSS calls, TALO shares, and chill
TALO has damn deep value compared to OXY
I read about TALO and I like it as well. He does not have controlling stakes in either, so it would be nice if the public can make him pay a premium for buying up US refineries.
On one thing I agree, oil will squeeze to $100 and beyond... the most underrated by the market is $TALO
Long TALO BTE SWN CRK
VTLE TALO US Oil exports climbed by 1.377 million barrels a day to 5.292 million barrels a day for the week ended Dec. 29, according to the EIA. "For the first time since Houthi Yemeni rebels started to attack international shipping in the Red Sea, we are seeing a spike in U.S. exports," said Yawger, in a Thursday afternoon note.
I have one very small position in oil stock at the moment, which I am -15% but only a 1.5k position. Like I stated before I have been playing it for well over a year, I am risk off for oil for now but I do believe if it continues to sell off, this will provide a great entry point on some oil stocks. PBR (Brazil) is offering a pretty decent price here and should be considered IMO. To note a few others, CPE, TALO. I am bullish on Copper stocks to be honest with this whole EV thing. They use substantially a lot more copper. This is a LONG play though which I believe will provide some nice returns. On the hiking, I still think we are in for at least a 25bp which may shock markets as it appears they think a pause is about to happen. Really? Inflation is still high and a huge problem. I haven't offloaded my EPV position yet so I will likely take profits off the table. I still think European markets are way over extended, FTSE near highs. I think taking profits is perhaps smart and if it dumps to get back in again. Inflation is pretty bad in Europe and if they turn dovish, inflation is heading to the moon which also doesn't bode well for markets!
My End of Week squeeze moves: Positions started - TALO, CHWY, CCRN Added to positions - CELH, ESPR Exited at loss - SAVA, NINE, DCPH Holding - AXSM
TALO, GUSH, and their sector going up.
Anyone looking for a US oil play check out TALO energy. Massively undervalued
To the ho that down voted me YOU SMELL LIKE BEEF TALO
TALO DD : Because I added yesterday
I might end up with egg on my face this week, but why do some calls go for so much the day they expire -- hours before they expire? For context I've diligently sold covered calls on my energy stocks more or less with the breakeven price at my exit level. If the price goes beyond it + the premium I sold the contracts at, then it's a win-win for me. Point being I note that even on my random energy stocks ($CIVI, $TALO, $REPX) the call price will jump up even if we're not near the breakeven price. For my calls the breakeven price(s) would all be essentially CY2022 highs. My question then is why is there liquidity hours from expiration? Who's buying?
Okay so what? I purchased TALO leaps in October when Russia was sending troops to the Belarusian border. None of this was exactly a “surprise”.
I hold no positions currently but on my watchlist only green is GLNG, GLOP, TALO, and EQNR. Lol.
Oil, Oil, and more Oil. CPE TALO
OIL $90 a barrel. LIFT OFF. CPE TALO
CPE TALO NOG Here we go! Oil approaching $90 ALL ABOARD
OIL... UP AGAIN. $CPE $TALO forward PE of 7 and 6. $TALO trading at book value
CPE %23 short float. Oil up %2. Oil goes to $100-120 on Russia invasion of Ukraine. TALO strong buy. Price target 23, currently 10.
TALO BUY, price target 23, which is a Forward PE of 11 with oil at $85. Currently at 10.13
When Russia invades Ukraine, Oil goes 100 to 120, doubling oil stocks like TALO, CPE. And since pumping here in US, will increase output since no one will buy Russia oil.
TALO, oil company, earnings will be huge. Analysts are lying about estimates to push shares lower before earnings. EPS 0.93 Qtr ending Jan 2022. That is you only change last qtrly report avg price of oil from 58.2 to 77.68. However, adding in yesterdays guidance of %70 increase in oil production. EPS 1.65 for Qtr ending Jan 2022. EPS of $1 or more gives a PE of 2. Price to book ratio of 1.19 makes this a buy out target. TALO an easy double at 9.90.
$CPE $NOG $TALO World Oil Shortage coming. US will be fine. https://www.worldoil.com/news/2022/1/18/russia-missing-opec-targets-as-some-members-struggle-to-keep-pace/
Oil stocks on fire. Rally just starting. CPE upgraded to $64, NOG upgraded to $42. TALO upgrade coming, analysts trying to get more shares before upgrading. BORR and RIG bigger gambles but maybe worth the risk. HP upgrade probable.
[HP](https://i.imgur.com/7pjuA4V.png) The fuck is this dividend? Bleed out the whole company a quarter at a time? Helmerich & Payne, Inc. is a provider of drilling solutions with operations in the United States onshore oil and gas producing basins as well as South America and the Middle East. The Company's drilling operations consist of contracting Company-owned drilling equipment primarily to oil and gas exploration companies. The Company's drilling services operations are organized into three segments: North America Solutions, Offshore Gulf of Mexico, and International Solutions. The Company's North America Solutions operations are primarily located in Colorado, Louisiana, New Mexico, North Dakota, Ohio, Oklahoma, Pennsylvania, Texas, Utah, West Virginia and Wyoming. Its Offshore Gulf of Mexico operations are conducted in Louisiana and in the United States federal waters in the Gulf of Mexico. Its International Solutions operations has rigs primarily located in four international locations: Argentina, Bahrain, Colombia, and United Arab Emirates. [LBRT](https://i.imgur.com/1wtp9ds.png) Liberty Oilfield Services Inc. is a provider of hydraulic fracturing and wireline services and related goods. The Company provides its services to onshore oil and natural gas exploration and production (E&P) companies in North America. The Company primarily provides its services in the Permian Basin, the Eagle Ford Shale, the Denver-Julesburg Basin, the Williston Basin, the San Juan Basin and the Powder River Basin. It also provides services in the Haynesville Shale, the South-Central Oklahoma Oil Province and Sooner Trend Anadarko Canadian Kingfisher, the Marcellus Shale, Utica Shale, and the Western Canadian Sedimentary Basin. The Company has approximately 30 active hydraulic fracturing fleets. The Company owns and leases properties, which include Midland, TX, Odessa, TX, Cibolo, TX, Kermit, TX, Monahans, TX, Shreveport, LA, Cheyenne, WY, Gillette, WY, Henderson, CO, Williston, ND, El Reno, OK, Red Deer, AB, Grand Prairie, AB and Huallen, AB. [TALO](https://i.imgur.com/ujhEuLN.png) Talos Energy Inc. is a technically driven independent offshore energy company engaged in oil and gas exploration and production in the United States, Gulf of Mexico and offshore Mexico. The Company is focused on safely and efficiently maximizing long-term value through its operations in the United States, Gulf of Mexico and offshore Mexico. The Company leverages various of technical and offshore operational towards the acquisition, exploration and development of assets in key geological trends that are present in many offshore basins across the world. The Company's properties are located in United States Gulf of Mexico and Mexico. The Company's area of focus in the United States is the Gulf of Mexico deepwater, which is generally considered to comprise water depths approximately 600 feet. Its areas of focus in Mexico are blocks located within the Sureste Basin, a prolific proven hydrocarbon province, in the shallow waters off the coast of Mexico's Veracruz and Tabasco states. [LPI](https://i.imgur.com/RLEecRZ.png) Laredo Petroleum, Inc. (Laredo) is an independent energy company. The Company is focused on the acquisition, exploration and development of oil and natural gas properties, and the transportation of oil and natural gas from such properties primarily in the Permian Basin in West Texas. It operates through two segments: Exploration and production of oil and natural gas properties, and Midstream and marketing. The exploration and production of oil and natural gas properties are conducted by it through the exploration and development of its acreage in the Permian Basin. As of December 31, 2016, it had assembled 127,847 net acres in the Permian Basin and had total proved reserves, presented on a three-stream basis, of 167,100 thousand of barrels of oil equivalent (MBOE). The Midstream and marketing segment's operations are conducted by its subsidiary, Laredo Midstream Services, LLC, which buys, sells, gathers and transports oil, natural gas and water primarily for the account of Laredo. [CLNE](https://i.imgur.com/y0QA8no.png) Another valuation that only exists in a QE/low rates world. Are people willing to pay a premium for travel fuels when shit costs more? What a luxury good. Clean Energy Fuels Corp. is a renewable energy company. The Company is focused on the procurement and distribution of renewable natural gas (RNG) and conventional natural gas, in the form of compressed natural gas (CNG) and liquefied natural gas (LNG), for the United States and Canadian transportation markets. It is focused on developing, owning, and operating dairy and other livestock waste RNG projects and supplying RNG to its customers in the heavy and medium -duty commercial transportation sector. It also designs and builds as well as operate and maintain, public and private vehicle fleet customer stations in the United States and Canada; sell and service compressors and other equipment used in RNG production and at fueling stations; sell U.S. federal, state and local government credits (Environmental Credits) it generates by selling RNG as a vehicle fuel; and obtain federal, state and local tax credits, grants and incentives.
TALO recently had 4 insiders buy in, I'm jumping in.
In for 3 TALO 15c and 300shares for earnings 11/03
I am a bot. You submitted a picture of a banned ticker, TALO. This check will fire if you included unnecessary pictures that have bad phrases or a bad crop with news about cryptocoins, for example. Repost with the useless pictures omitted if you did that. Yell at /u/zjz if it's above 1.5 billion-ish market cap and not related to crypto/pennies/OTC/SPACs.
TALO is another good one that is US based
I think natural gas is where the money is going to be come fall. TALO is looking better, imo. Larger reserves and some good synergies. I also don't think Apollo is going to let the price fall as they are exiting their position to transition to their clean energy agenda.
I’m hearing good things about Talo Energy. TALO 
Anyone else playing TALO?
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I currently have SU, BP, COG, and TALO.
>week price target doesn't register with me; these aren't p what fuelrod said. Also, $CLNE just announced a big deal with BP and CVX. Some good price movement for them already, but I think they have room to run. They get a lot of revenue from tax credits that I'm gambling will remain with the Biden admin. Also, $TALO runs a small rigging shop, kinda like a sub contractor. They get a lot of notice on robinhood and seem to be in a correction right now. Might be worth the flyer as the price can move quickly with positive oil news. Keep in mind, energy is never a short-term play. I am super bullish on the economy and all my recent purchases in energy are 3-4 year plays.
also have a look at GTE ( Gran Tierra Energy) another company that has a good bit of upside but 2 im very confident on and very undervalued are KOS and TALO
Very interested in oil, renewable energy, EV, and travel/leisure industries for short term. Looking into both KOS and TALO as we speak. I remember when oil futures were negative at the bottom last year, crazy times. Thanks for the advice!
KOS and TALO both very undervalued still
have you looked into any oil stocks? im up 140% in the last 9 months on my oil stocks but some have still alot of upside from their Jan pre covid price Have a look at KOS and TALO KOS is just over $3 was around $6.5 before covid TALO is around $13 now but just got bad earnings from last year so should drop down today, before covid it was trading at $30 per share Many oil stocks have went past their pre covid price CDEV, SM, MTDR but these 2 are very undervalued still imo and should get back to pre covid price in the next 6-9 months Once vaccines get all rolled out, air travel begins, cruise, driving etc all that demand will be back and personally i see a pent up frustration from everyone so i can see travel industry booming in the next 6-9 months and oil going higher Im in 6 oil stocks and im not selling until early 2022 at earliest
I'm gonna hope WTI rebounds again and watch GME drive the talking heads on TV crazy. I've got TALO calls doing well but need an uptick in GTE this week.
No questioning your theory but oil is a grower this year. DEN, CRK, TALO, TRGP, QEP,HAL,GDP, FI, & WTI are all solid bets on green lines this year - these are at least passing their vendors. VET has earnings this week and is currently trading down about $10 from pre-pandemic levels. Oil is going to pop by this summer. I'm in DEN and wanting to get some calls on VET. I've been watching all these for a while and I'm kicking myself for not jumping on them 3-6 months ago.
For what it's worth, maybe stick to energy stocks? [https://finviz.com/groups.ashx](https://finviz.com/groups.ashx) This gives you an idea of what sectors are having success and what aren't. As you can tell, energy is the only somewhat stable sector. I can say that my two energy stocks that I bought last year (PVAC, TALO) have done marvelously the last few weeks. KOS---a penny stock that was in the 2.7s a couple weeks ago---was up to 3.63 earlier today. Energy sectors are recovering from the COVID lockdowns that tanked them 70%+ last year. See what sectors are having success. Check the graphs to see which are trending the right way. Check some fundamental analysis stats and make sure they don't have a balance sheet reporting coming up (unless you're 100% confident that it's gonna be great).
TALO up another 10% since I last looked at it and was like “if I buy in now it’ll dump for sure” 🤡 day for me
TALO, REI, GUSH. But I sold GUSH smh
TALO going to be the big winner in the frozen Texas debacle 👀
I personally got into TALO to scratch my oil itch, as it still appears undervalued to me. Q4 2020 not out until 3/10 tho and obviously many unknowns right now affecting potential oil plays, so we'll see. Probably a good call on ^VIX, I've been eyeballing VXX for that, but might wait for Reddit to dump their stimulus checks into the market first.