tequila

So... now I have half an elk in the freezer. Lots of ground, lots of round steak, lots of backstrap and a little bit of tenderloin. Any go to recipes? Sent from my iPhone using Tapatalk

Hell no, I left that to the guide. He called a few of them to within 15 yards. And yes on the KUIU camo. I live in WTX, thought it'd be more useful than the other patterns.

It was a guided hunt on private land enrolled in the Ranching for Wildlife program. Sent from my iPhone using Tapatalk

I’m still not in great shape, but probably hiked around 35 miles over 5 days. Don’t sell yourself short. Sent from my iPhone using Tapatalk

Actually bought a treadmill and have been busting my ass for the last year to go on the hunt. Still wasn’t in good enough shape. The guides wore me out. Sent from my iPhone using Tapatalk

Outside of Steamboat. Im so glad I didn’t take the 5x5 on day one. Sent from my iPhone using Tapatalk

First elk hunt. Shot him after 5 days of hiking around Colorado. Awesome experience. Going to do a european mount and hang it over the outdoor fireplace. Now to find another freezer...

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I’ve been doing some macro analysis lately. My thoughts are that the US shale oil industry is broken and will be for the foreseeable future. In my opinion, the underlying decline curves on US shale oil are going to prohibit getting back to our 2019 US oil production rate within the next 5 years. Thoughts? Sent from my iPhone using Tapatalk

Well, it’s been a year and a half since I updated this thread. Ben turned 3 yesterday! He started walking in April and is tearing around, which is totally awesome! He has been crushing his PT/OT/Speech and is really coming along. He’s doing great with his communication, and is starting to talk in a big way, I think partly due to being home with us for the last 3 months and hanging with his big brothers and sister. Things are changing really quickly and he’s figuring out new things daily. We’re so proud of this little guy, and wouldn’t change a thing. Happy to talk if anyone is going through something similar, just DM me. Sent from my iPhone using Tapatalk

Doc, Any chance you can find someone to underwrite deferred premium puts? In my experience, there’s not much of a premium on the credit, and it significantly changes the math you lined out above. Sent from my iPad using Tapatalk

I still believe the most interesting number is active frac spreads. Drilling a well is less than 30% of an AFE today. The number that really matter is the DUC conversion rate. I am thinking about drilling and casing 5 wells in the next 3 months just because services are going to be so cheap. No intent to complete until pricing makes a meaningful recovery. Sent from my iPhone using Tapatalk

Interesting to see the leverage in futures contracts rear its head. Posted WTI was what today? Gentlemen, place your bets and buckle up, we’re in for an amazing education about what happens when speculation occurs to the tune of 50+ years of supply. And on the other hand, it’s going to be equally amazing if producers don’t start reducing production and negative pricing hits the PHYSICAL markets within the next 45 days as storage is completely filled. Every day that goes by is literally 10 days further into the abyss until oil pricing recovers.

Dr. Beeper: the hedges are a financial contract that don’t actually require the production of barrels. If they’re hedges with BP -and don’t have the bank as a counter party, I don’t see why there would be a problem. If the wells are as prolific as you describe, there’s not much likelihood that they’ve hedged 100% of the expected production from the new wells as most credit facilities frown upon greater than 75-80% coverage of actual produced PDP volumes. I just went through a similar situation with 3 wells coming online at the end of the year. I didn’t hedge until I got too nervous to roll naked on the production and didn’t have any early decline to model. We’ve ended up slowing our ESPs down to maximize hedge coverage, essentially self curtailing. In this case, with the hedges in the money and no completion on the new wells, I would be inclined to believe the banks would waive the coverage percentage as long as excess proceeds were used to repay outstanding borrowings. Ultimately, I think we’re going to need some people to step up in leadership and state it’s in in the best interest of the domestic producers to slam on the breaks and self curtail before we see low single digits. Unfortunately, I think demand is off 30% and will be for at least another 2 months, especially if we’re quarantined into the summer. We need to avoid maxing out storage ASAP, because it’s inevitable. We can do it voluntarily or be forced to do it when we have to shut in due to the evaporation of takeaway capacity. Sent from my iPhone using Tapatalk

Here now. Need restaurant recs in either San Jose or San Lucas. Thanks in advance! Sent from my iPhone using Tapatalk

Here now. Need restaurant recs in either San Jose or San Lucas. Thanks in advance! Sent from my iPhone using Tapatalk

Interesting thing these days. At one point, the biggest question associated with this story would be “Why the fuck is one of Iran’s highest ranked Generals in Iraq, and why the fuck are the Iraqis not killing him?” Sent from my iPhone using Tapatalk

But you can’t have your cake and eat it too. If Roach’s hit was targeting and ejectionable, the same situation applies to the CJ hit. The inconsistency in application is so damn frustrating. Sent from my iPhone using Tapatalk

No idea how much of SA’s exports are refined products; however I would assume it’s a big percentage. If you’re trying to cripple their economy for at least a few months it makes sense to target the bottleneck in getting products out, as opposed to pump jacks which will be more spread out. Rebuilding a refinery is going to be much more complicated than hitting the actual production facilities inmo. Sent from my iPhone using Tapatalk

CXO: Christ.... that wasn’t that bad of a miss. They’re now trading at $17,500ish an acre. Thought they’d be the last Permian domino to fall, but with today’s movement you’d think they’d have a huge buyout bullseye on their chest. Sent from my iPhone using Tapatalk

Heading up to Pagosa Springs for a week with the family. I think I'm going to have a few days that I can sneak away and wet a line. Any recs for a guide? I know next to nothing about freshwater fly fishing, but would like to try it out. I have a 5wt rod/reel I can most likely use, but don't have any other gear. Thanks in advance.

Backyard in Midland. 4 kids and 2 dogs. Dispatched quickly. Sent from my iPad using Tapatalk

Go to George's in Alys. It's great.

I see majors taking a run at the Permian focused Independents. CVX bought Anadarko because of their Delaware basin holdings, much of which sits over CVX owned minerals. XOM will make a move in the next year, with prime candidates being PXD, Concho, FANG, or Endeavor. As a Midlander, consolidation is going to be really weird. It’ll be interesting what type of presence in West Texas the majors/large independents maintain. Sent from my iPhone using Tapatalk

I’ve heard health concerns for Dove. Sent from my iPad using Tapatalk