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Rex Kramer

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Everything posted by Rex Kramer

  1. Done. I’d now like to give the floor to anyone critical of today’s second wave to see if they might have second thoughts. I’ll hang up and listen.
  2. You’re an absolute assclown of epic proportions.
  3. What’s stupid is wondering if Sark is gonna worry about Casey Thompson transferring with the QB room he had left which included Quinn. Off topic for the thread, yes, but I’m not gonna let YOU AC Slater drug message me on The Ticket thread. Go be a retard elsewhere.
  4. Shocking you’d have selective reading disorder on this particular topic. For one, of a few, I give you this particular dipshit: I’m not gonna look up his post or others for you, Ana. “Virtually no one” is the kind of cocksure bullshit you’re infamous for.
  5. I’m not the one posting worthless DZ horseshit. Joel Klatt is great. Corby and Bob are idiots.
  6. My comments were off. Let me clarify. Keep in mind I have a non-op that is 99% oil revenue that is entirely trucked. If an O&G company has an adequate gathering system / aggregation of contracts / takeaway capacity, their activities are largely independent of gathering, transpo, and marketing. The larger the company, the more likely you’re gonna have a marketing department to negotiate and administer midstream contracts. It’s much more important for nat gas companies particularly in the Marcellus / Utica Oil and Gas can be more broadly applied than I have said, but I’m trying to prove a point here. When people who know what they’re talking about speak colloquially about oil and gas companies, they’re exclusively (100% of the time) talking about E&P firms. When they discuss midstream companies, they’ll call them just that or pipeline companies. They are absolutely not oil and gas companies. Neither are contract drilling rig companies, other service companies, frac companies, hot oil companies, refineries, petrochemical plants, or fucking gas stations.
  7. Maybe you should learn another one and think the second wave of concentrated bombs was cool and funny.
  8. Car dealers and gas stations is somewhat analogous to GM and Exxon. Car dealers are more closely aligned with GM I would imagine. Gas stations are owned by franchisees and are largely real estate plays. They literally have nothing to do with the industry. You’re having a great showing.
  9. They’re not. At all. Is this real life? What the fuck ever dude. ETP is not a fucking oil and gas company. It’s a pipeline company. Centerpoint sure as fuck isn’t an oil and gas company. Provide more links. You’re fucking way off base.
  10. I’m in the industry (somewhat; most income comes tangential to industry) and we refer to ETPs of the world as midstream or pipeline companies. They aren’t in my primary or side gig world - both of which are focused on financing or investing directly in upstream. That is oil and gas. ETP and Williams are not oil and gas.
  11. [Fucking Idiot]So you were a billionaire O&G guy? Good to know![/Captainant]
  12. How many times can you be wrong and smug on one page? A better argument and you and NMAS are clearly more educated on the topic. We’re getting into semantics territory a bit. But there is often very little communication between upstream and midstream. They’re totally different businesses. Midstream I view as a tollway charging a tariff. They don’t often take commodity price risk. Upstream is totally different. Midstream players are not a part of the oil and gas industry. They’re part of the pipeline, midstream or infrastructure industry.
  13. I would too. But O&G is limited to upstream.
  14. Um, they absolutely are not. Did you lose a bet where you had to intentionally make an ass of yourself today? Why are you calling me portahouse over and over again? Correct but I’d call it the energy industry. O&G is limited to upstream.
  15. Second paragraph, wrong again, you fucking antagonistic idiot. It’s in the epicenter of the midstream, refining and petrochemical industries of the US. There are no oil and gas fields in Deer Park to my knowledge and if there are, they are not prolific.
  16. I don’t know about their business plan. But that categorization is definitely retarded and reflects a gross misunderstanding that you continue to smugly run your mouth about. I haven’t answered your question because a) I don’t give a shit about it, or your attempt to re-direct the conversation away from your idiocy, and b) I’m not in the midstream business and won’t comment on stuff I don’t fully understand. I’m in the oil and gas business.
  17. I appreciate your response here and apologize for prematurely lumping you in with others. Seems like Ana and Fantana are on an island here and their no show here is telling. This is very cool and I’m definitely LOL’ing.
  18. You should aim your venom at Captainant, who ignorantly mouthed off and fucked it up in the first place. I responded with a one-liner, and that clown doubled down. Sorry not sorry.
  19. 99% of people are energy idiots, yet spout off about “O&G firms”. My comment above describes why I care. You in particular mouth off and you haven’t a clue what you’re talking about. For example, your middle paragraph is way off. There are very few integrated firms, and even that’s a misnomer. Integrateds, often called majors(Exxon, Chevron), aren’t even fully integrated in that they don’t own/operate pipelines. Because pipelines are highly specialized. O&G companies can do very poorly while simultaneously, midstream companies can be flourishing. The appropriate, all-encompassing descriptor is to talk about “Energy” companies. Midstream companies are most certainly NOT Oil and Gas companies.
  20. It’s a midstream company, and more specifically a transportation company. It does not produce hydrocarbons. It is very understood that oil and gas companies are producers. They are not ET, or a services company like Halliburton, or a retail electric provider like Centerpoint. These are idiotic comments by people who have no understanding of the industry.
  21. Because it’s not you fucking imbecile.
  22. This whole thing is so funny to me. I mean they just pulled their pants down on the world stage. These terrorist groups are just so vastly inferior to Mossad technologically and from a general brainpower standpoint.
  23. Of course not (you are English types!). But the shows that matter are still very entertaining. Middays never mattered.
  24. I do. And so do most in the thread.
  25. Oh I think you understand my point well enough. Had this been IDF members becoming eunuchs, bolverk would’ve posted 4 longcats about it, and Fantana would be smugly spewing diarrhea all over the thread. But sure, Brisket, that thought says a lot about me.
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