CHKDG News and Press, Chesapeake Energy Corp. 5% Pfd Conv From 03/15/20

I will go to my grave... believing that really loose monetary policy greatly contributed to the Financial Crisis. There were obviously problems with regulation, but when we had a 1% Fed Funds rate in 2003 after, to me, it was pretty obvious that the economy had turned (up) and I think the e...

By Daniel Shvartsman It's been quite a week, and really quite a 3-week stretch since February 21st. A bear market is here, COVID-19 has infected thousands of people and affected markets and events around the world. There are many fundamental battles out there to be waged and steps to be ta...

At the beginning of this week, I wrote about Russia's reasons for abandoning the OPEC deal in an article titled " Why Russia Killed The OPEC Deal ". It did not take long for Russia to explain its reasons in an exclusive interview for Reuters. Those investors who are seriously interested in t...

If something is too hard, we move on to something else. What could be simpler than that?” - Charlie Munger We are well into the "run out" period for the oil industry now. EVs are coming fast and furious within four or five years. Hydrogen is uniquely positioned for heavy vehicle...

It must have taken all of 2 minutes for the news outlets and associated vehicles to pronounce Chesapeake Energy ( CHK ) on the intensive care list with a really poor outcome. The reality of the situation is not quite that simple though. The fact is that the current panic in the oil market is...

Just a few weeks ago, it seemed there were deals to be had on a relative basis in upstream energy recently - key word being relative. Discounts to net asset value ("NAV"), recent public and private comps, and in comparison to the peer group matters not when the market goes from pricing in a ...

I will go to my grave... believing that really loose monetary policy greatly contributed to the Financial Crisis. There were obviously problems with regulation, but when we had a 1% Fed Funds rate in 2003 after, to me, it was pretty obvious that the economy had turned (up) and I think the...

In more normal circumstances, Chesapeake Energy ( CHK ) would have been lauded for the EBITDA progress made in the current quarter. Management got rid of debt this past year through a debt for equity swap followed by another debt swap. But things are far from normal. The market is focused on...

Those who follow energy know that any stock associated in any way with natural gas production has been crushed in the last 12 months and many weighted toward oil have also suffered in the last two months heavily. This includes the long troubled Chesapeake Energy ( CHK ). We will not rehash t...

Chesapeake Energy Corporation (CHK) Q4 2019 Earnings Conference Call February 26, 2020 9:00 am ET Company Participants Doug Lawler - President, Chief Executive Officer Nick Dell’Osso - Executive Vice President, Chief Financial Officer Frank Patterson - Executive Vice Presi...