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Lagunamadre

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Everything posted by Lagunamadre

  1. Lagunamadre
    From one week ago. LOL.
  2. Lagunamadre
    I don't want people to die either, but as long as people are going to die I'd much rather it be people like him.
  3. Lagunamadre
    "Those radical left Democrats keep yelling at me to use my powers as President to save American's lives!!!!!!! Very dangerous political game! WHY NOT JUST LET DIE!!! Sad! #Unlimitedpower #butgovernersfault"
  4. Lagunamadre
    As long as nobody is using gasoline, it's gonna keep going down. The kung flu is a bitch.
  5. Lagunamadre
    What are your thoughts on MVCs in this environment?
  6. Lagunamadre
    Yeah that's not how any of this works. Certainly not for long.
  7. Lagunamadre
    Hence operators using debt to pay people to take their product in order to have access to more debt. Capitalism 2020 baby!
  8. Lagunamadre
    They rolled into this thing with the best balance sheet because of the failed APC acquisition. Thanks OXY!
  9. Lagunamadre
    If any of them do keep producing at negative pricing, it's because they cannot reach an agreement with their bankers to modify their credit agreements. Some CAs have certain covenants requiring certain production levels, so if an operators production dips below a certain threshold, they will be in default. It's seems perverse now, but I don't think anybody ever incorporated a global pandemic into these agreements.
  10. Lagunamadre
    They will soon. Their fieldhands probably havn't woken up yet.
  11. Lagunamadre
    They've slashed spending and the virus curve is declining so they are seen as a value buy. The majors are a great buy right now. As soon as worldwide demand picks up in the next 6-24 months they are going to double, while spitting off a 5-8% dividend.
  12. Lagunamadre
    I will personally pay for all of their fish bowl cleaner meds should they get Covid19 from this rally.
  13. Lagunamadre
    I'm confused. He led me to believe that this is not the responsibility of the federal government. Shouldn't he say that the Governors did a disastrous job of handling H1N1.
  14. Lagunamadre
    Why would he do that when he can just read antidotes confirming his worldview on facebook and twitter?
  15. Lagunamadre
    90% chance Gulliani will be his guest today to discuss the latest findings on Burisma.
  16. Lagunamadre
    Whose more gullible? The Q Annons that think every famous person in politics and entertainment they don't like are pedophile human traffickers who are about to go to guantanamo? Or suicide bombers who think they are going to get 72 virgins on the other side? Neither have that "if it sounds too good to be true it's probably not" critical thinking function working. I mean at least the terrorists have a perverse reading of religious texts to back them up, better than 4Chan.
  17. Lagunamadre
    LOL, the shorts are having a field day. Honest question, how many times can a company reverse split before the NYSE tells them to fuck off.
  18. Lagunamadre
    He is so predictable and his base will eat this shit up, but this is all going to be a set up for next month when he can put the blame of the economy on the governors and mayors and not himself. The spread of the virus and economic collapse will be the fault of state and local officials. Which begs the question, why would a President with "absolute authority" allow that to happen to his citizens?
  19. Lagunamadre
    Mad respect for California, remarkable job.
  20. Lagunamadre
    What a fucking shithead and a perfect representative of the Trump admin. Calls the beloved captain stupid. Says the media is biased against the Navy. Plays the victim card. Sounds like he was reading his speech off of a Trump bingo card.
  21. Lagunamadre
  22. Lagunamadre
    Not too tiny, let as many of his base in there as possible. Have a 30 min. high five and hug sessions. Then a nose picking competition.
  23. Lagunamadre
    We've got 77M barrels of open space, so it's a rather immaterial amount, we might be able to save a couple billion if we filled it up now, which is about the yearly budget for post-it notes. I think people are getting too lost in the OPEC fight and the SPR decisions. They really don't matter in the grand scheme. COVID is the only thing that matters. As long as the world is locked down, everybody in oil and gas (outside of some traders) are going to be way upside down. Saudi/Russia could cut 10Mb/d at the same time the USA fills up the SPR and 70%-80% of all publicly traded energy companies will still go BK in the next 12 months as long as the world is not flying or driving.
  24. Lagunamadre
    Kush and a couple of his closest bros must have been long XOM.
  25. Lagunamadre
    This tweet will not age well. I can guar-an-fucking-tee you that Russa and SA will not cut anything close to that, if they even cut at all. Trump is either making shit up or MBS knows exactly how to play Trump like a fiddle. The Saudis are probably reading this tweet and laughing their asses off.

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