IURII KRASILNIKOV/iStock via Getty Images The last article I wrote on Bonterra Energy ( BNEFF ) had noted the continuing transition to more liquids because that acreage has been more profitable than the original dry gas business. The first quarter report noted that the company acquired still more Charlie Lake acreage. Rising liquid prices are making that strategy look very wise even though this ac...
IURII KRASILNIKOV/iStock via Getty Images The last article I wrote on Bonterra Energy ( BNEFF ) had noted the continuing transition to more liquids because that acreage has been more profitable than the original dry gas business. The first quarter report noted that the company acquired still more Charlie Lake acreage. Rising liquid prices are making that strategy look very wise even though this acreage also produces a fair amount of natural gas. (Note: This is a Canadian producer that reports using Canadian dollars unless otherwise noted.) Bonterra Energy Acreage Comparison Summary (Bonterra Energy Corporate Presentation May 2026) The Charlie Lake acreage is far more profitable and pays back much more quickly even before liquid commodity prices rose. Now with those prices roughly $20 above the assumptions shown in the comparison, that profitability difference will likely increase. Bonanza Energy Summary Of Charlie Lake Activity (Bonterra Energy Corporate Presentation May 2026) Note that the payback period was considerably less than one year already before commodity prices rose still more. There is every chance that the company can now drill two wells with the same capital in one fiscal year because the payback period shrank significantly more now that commodity prices are higher. Debt That is going to make growth a whole lot easier with the current debt load. Bonterra Energy EBITDA Calculation For The Debt Ratio (Bonterra Energy Corporate Presentation May 2026) Bonterra Energy Adjusted Net Debt Calculation For Debt Ratio Purposes (Bonterra Energy Corporate Presentation May 2026) The debt ratio was climbing as commodity prices weakened. While the debt market rules in Canada do not vary much from the United States, the willingness of banks to work with companies in a tight spot is a much different ballgame in Canada. Therefore, this company was able to increase its profitability by expanding into the Charlie Lake acreage because of the bank's flexibility in ways to de...
Broadcom (AVGO) stock closed the June 4 trading session down 12.59% at $418.91. The stock took a tumble following the release of the second-quarter (Q2) fiscal year 2026 (FY26) earnings report on June 3, and lost about $280 billion in market value, according to Yahoo Finance. The stock is up 21.04% ...
Broadcom (AVGO) stock closed the June 4 trading session down 12.59% at $418.91. The stock took a tumble following the release of the second-quarter (Q2) fiscal year 2026 (FY26) earnings report on June 3, and lost about $280 billion in market value, according to Yahoo Finance. The stock is up 21.04% ...
The "Magnificent Seven" is made up of some of the most dominant tech companies in the world. Every member is a top 10 company by market cap worldwide. They are: All seven have their merits as investments, but which one is the top buy now? I've narrowed my list down to four that represent the best values in the group. Image source: Getty Images. Continue reading
The "Magnificent Seven" is made up of some of the most dominant tech companies in the world. Every member is a top 10 company by market cap worldwide. They are: All seven have their merits as investments, but which one is the top buy now? I've narrowed my list down to four that represent the best values in the group. Image source: Getty Images. Continue reading
Igor Barilo/iStock via Getty Images The last 12 months have certainly been a good time to be a shareholder for Ameris Bancorp ( ABCB ). Its stock has gained over 40.6% in the last 12 months, including a 15.1% gain year-to-date. However, ABCB appeared on a rather unimpressive list earlier this week when it was named as one of the 10 least attractive mid-cap financial stocks in the US on Seeking Alp...
Igor Barilo/iStock via Getty Images The last 12 months have certainly been a good time to be a shareholder for Ameris Bancorp ( ABCB ). Its stock has gained over 40.6% in the last 12 months, including a 15.1% gain year-to-date. However, ABCB appeared on a rather unimpressive list earlier this week when it was named as one of the 10 least attractive mid-cap financial stocks in the US on Seeking Alpha . Ameris received an "F" in valuation, a sign of how expensive its stock is to others in its sector. Seeking Alpha Stocks do not go up 40% in a year without reason, and there are certainly a lot of things to like about Ameris Bancorp and its operations. With its strong presence in the Southeast, I also believe that the bank is operating in some of the most attractive markets in the US, including Tennessee and the Carolinas. However, I think the price run from last year has taken out a good bit of the opportunity for future gains. For the reasons discussed in this analysis, I consider ABCB to be a Hold at the current time. Company Overview Ameris Bancorp is the holding company for Ameris Bank, which operates bank branches in five states in the Southeast - Alabama, Florida, North Carolina, South Carolina, and its home state of Georgia. The company also controls mortgage loan production offices in those states as well as Maryland, Tennessee, and Virginia. A full map of the company's branch locations is provided below . ABCB Q1 2026 Earnings Presentation One of the strengths of ABCB is its geographic footprint, which covers some of the fastest-growing states in the US. South Carolina was the fastest in 2025 with a population increase of 1.46%. North Carolina was third at 1.32%. The highest concentration of Ameris Bank branches can be found around metro Atlanta, which was the sixth largest metropolitan area in the US in 2025, according to the US Census Bureau . As of March 31, Ameris Bank controlled assets valued at $28.1 billion, a 2.2% increase from the end of 2025. Its loa...
An Emerging Market Crisis In Oil-Poor Asia? Authored by Satyajit Das via NewIndiaExpress, Reliable availability of cheap energy is, as the Iran war highlights, essential to modern economies and societies, at least for the foreseeable future. Shocks divide the world into the oil haves and oil have-nots. Alongside higher energy prices, shortages of petrochemical derived chemicals will affect agricul...
An Emerging Market Crisis In Oil-Poor Asia? Authored by Satyajit Das via NewIndiaExpress, Reliable availability of cheap energy is, as the Iran war highlights, essential to modern economies and societies, at least for the foreseeable future. Shocks divide the world into the oil haves and oil have-nots. Alongside higher energy prices, shortages of petrochemical derived chemicals will affect agriculture, mining, plastics, textiles, semi-conductors and construction. Given that even if the conflict was to end with a lasting agreement it would take months or years for restoration of normality, the effects are likely to be severe. Europe, already affected by their decision to cut-off Russian gas supplies, and Japan, are affected. But the major consequences will be felt across oil poor South and East Asia. The extent of the damage depends on pre-existing vulnerabilities, including insufficient currency reserves, poor public finances, trade imbalances, high debt levels, especially foreign currency denominated borrowings, reliance on overseas capital, narrow industrial bases, and poor contingency plans. The Table below sets out some key vital statistics Notes: all figures are mainly for 2025 For energy importers, supply disruptions work through several pathways. Import costs rise flowing through into the economy. It most immediate manifestation is a widening current account deficit. Given the pervasive impact of transport costs, prices increase across the board. Rising input expenses for businesses affect profitability and, ultimately, viability. As essentials cost more, the fall in surplus income decreases consumption slowing the economy with resultant unemployment. Tax revenues fall and welfare spending kick in worsening government budgets. This is frequently aggravated by vote buying subsidies, frequently for fuel costs, and transfers to alleviate cost of living pressures. Financially, the most obvious signs are a weakening of the currency and falling asset prices. Asian ...