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skipmcgee

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Everything posted by skipmcgee

  1. Florida did pass Amendment 9, which bans BOTH offshore drilling AND indoor vaping.
  2. Looks like neither prop 112 nor prop 74 will pass in Colorado.
  3. The number of sizable privates in the Permian is much smaller than it used to be. Now corporate consolidation is beginning.
  4. Some of them will be. I'd bet all of the Permian players not named CXO, PXD, and FANG get bought.
  5. Encana is buying Newfield for $5.5bn
  6. That was from the camp where he ran with a pulled hamstring and Barton Simmons flipped out and dropped him from a high four star to a mid three.
  7. Oh shit. Then the scenario of both happening is even more likely. I hope the state likes lawsuits larger in size than its entire budget.
  8. Last poll has it at 52% for. Amendments need to get 55% to pass. What's funny is that Prop 74, which essentially would allow everyone effected by this to sue the state of Colorado is polling at 63% for. Both passing would create quite the shitstorm.
  9. Be interesting to see what happens with Prop 112. If it passes SRC, Extraction, HighPoint, PDC, and Bonanza Creek are all done for. It'll also be a huge pain in the ass for any of the more diversified companies that have significant CO assets.
  10. Theoretically it could be a different KaVontae Turpin? (lol)
  11. Purple Baylor
  12. Sterns now has 4 int, tied for most in FBS.
  13. That's so fucking hot
  14. Can this be the new motto?
  15. Pretty sure he lost as a starter at aggy
  16. FUCK YEAH FUCK YEAH FUCK YEAH
  17. https://www.wsj.com/articles/energy-company-bonds-surge-on-rising-oil-prices-1538049600 I can't believe that CHK is going to get a credit upgrade.
  18. And that is why CME and ICE are launching Houston delivery futures.
  19. Well it doesn't exist anywhere, because it's fake.
  20. Mid/Cush basis differential has been shrinking since August, but it's still ridiculously high. Capacity is going to be real tight until late 2019/early 2020 when EPIC, BridgeTex, Cactus II, etc come online.
  21. If that happens, XOG, SRCI, PDCE, BCEI, and HPR are fucked.
  22. Turns out it was Matador. https://www.bloomberg.com/news/articles/2018-09-13/matador-revealed-as-mystery-buyer-of-record-permian-acreage-sale
  23. According to DI, the only operators to drill anything after 2015 in 26S 31E of Eddy Co are Conoco, Devon, EOG, and Mewbourne. Could be one of them.
  24. https://www.swn.com/investors/Press_Releases/2018/SWNPressRelease09042018a.pdf SWN finally sold its Fayetteville assets. They were on the market forever, but seems like they got a good price.
  25. Crude: -2.6 mmbbl Gasoline: -1.6 mmbbl Distillates: -800 mbbl
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