Jump to content

Llano Estacado

Full Members
 View Profile  See their activity

  • Posts

    1774

  • Joined

 Content Type 

Everything posted by Llano Estacado

  1. Llano Estacado
    I liked the Houston can and Austin #notpint glass.
  2. Llano Estacado
    Such hits as: Heil Myself Springtime for Hitler Der Guten Tag HogClop
  3. Llano Estacado
    I like how the original pairs with the lone star light. Meh^2
  4. Llano Estacado
    Build-a-bear Workshop was right at $2 at close. Sure, they’re going to have a baby yoda doll available soon, but when will they open? And that P/E over 100? Think you’d better #stonk that one, brah.
  5. Llano Estacado
    Yes. Part of the original deal with Buffett. His Div is $200MM/qtr cash or common stock @10% discount. If he wants his dividends to keep coming and Oxy to keep the lights on it’s better for him to accept stock and allow Oxy to maintain the cash for whatever purposes. If/when he only excepts cash payment of dividend that’s basically Oracle saying he has lost all confidence in their ability to stay out of bankruptcy.
  6. Llano Estacado
    Okra tomatoes and pepper seedlings went in the ground Saturday. ...and now we wait.
  7. Llano Estacado
  8. Llano Estacado
    Have you considered that it’s already priced in?
  9. Llano Estacado
  10. Llano Estacado
    But here I am again, mixin' misery and gin. Sittin' with(out) all my friends and talkin' to myself.
  11. Llano Estacado
    Need to take into account that renewables for either power generation or transportation look a lot less attractive when NG, and transport fuels (gasoline, JetA, and diesel) prices are at 20 year lows.
  12. Llano Estacado
    Does the OP have an aftermarket fire chicken monogram on the hood? I want to know more.
  13. Llano Estacado
    Tippy Toe! Tippy Toe!
  14. Llano Estacado
    The Beacon & Blackstone relationship seems to be kicking ass in the GOM. I may be mistaken, but don’t believe they operate anything just buy %s of the right assets/projects. Until a few years ago when LLOG started operating Who Dat and Delta House I think they were in the same role, own good bank backed assets and kickass at exploration
  15. Llano Estacado
  16. Llano Estacado
    It would have to be a national mandate. Too many states need royalties/taxes for budgets and have differing government agencies. I have no idea on US production vol % by state, but as soon as TxRRC set production numbers for the majors in the Permian to comply with OPEC++, you know some jackwagon Delaware Basin wildcatter operating out of Carlsbad would complete a bunch of wells. At this time US can’t promise anything aside from “market is going to drive market”...which we back of envelope, after talking to CEOs, DOE, and state agencies ball park at around the round number of xxBOPD +/- 10% and a 6 week window. Unreal is right.
  17. Llano Estacado
    Assuming this subject was broached last week at the CEO meeting. POTUS does the messaging with inputs from DOE, DOI, BH rig count, and private sector? Had a remote conversation w/ coworkers, but don’t see how US Shale could ever join OPEC++ type agreement on anything stronger than handshake agreement.
  18. Llano Estacado
    Esteem was bound to have an old black pepper packet or two...maybe a raw egg.
  19. Llano Estacado
    Cause then I'm gonna get a cocktail, vodka and ginger ale. Yeah I'm gonna smoke a cigarette that's nine miles long. I'm gonna kiss that pretty girl on the tilt-a-whirl. Yeah this old man is goin' to town! RIP
  20. Llano Estacado
  21. Llano Estacado
    Gold-Man Sax
  22. Llano Estacado
    HS kids?
  23. Llano Estacado
    Don’t forget the deal break-up fee. Wonder if Vicki and Wirth had any side convos in DC yesterday? “Thanks for the $1B cancellation fee Vicki. CVX’s stock purchase program was great in Q3 & 4. How’s that whole APC/Buffett/Icahn deal going?”
  24. Llano Estacado
    Fidelity is 65 cents as well. Edit:...for options. 0 on stocks, ETFs, mutual funds.
  25. Llano Estacado
    I’ll take it. Reduced take home is better than the alternative by a long shot.

Football ... Basketball ... Baseball ... Other Sports ... Futbol ... 🤫995🤫 ... Gambling ... Movies & TV ... Music ... Hobbies ... Lulz ... Food & Travel ... Daily Texan ... Business and Markets ... Cloak Room ... Help ... For Sale ... Board Discussion ... Subscribe!... Donate!... Advertise... COOKIE MONSTER!

×
×
  • Create New...