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PepsiCo Inc V.PEP


Primary Symbol: PEP

PepsiCo, Inc. is a beverage and convenient food company. The Company's segments include Frito-Lay North America, which includes its food businesses in the United States and Canada; Quaker Foods North America, which includes its food businesses, such as cereal, rice, pasta and other branded food, in the United States and Canada; PepsiCo Beverages North America, which includes its beverage businesses in the United States and Canada; Latin America, which includes its beverage and convenient food businesses in Latin America; Europe, which includes its beverage and convenient food businesses in Europe; Africa, Middle East and South Asia (AMESA), which includes all of its beverage and convenient food businesses in Africa, the Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region (APAC), which includes all of its beverage and convenient food businesses in Asia Pacific, Australia and New Zealand, and China region. Its brands include Lays, Doritos and Cheetos.


NDAQ:PEP - Post by User

Bullboard Posts
Post by thebeermanon Aug 08, 2008 9:23pm
391 Views
Post# 15370908

just my thoughts

just my thoughtsI would bet a couple of things, 1st. Management said they are expecting the first well to flow "without stimulation" You all can dream flow rates all you want, but if you pull it for 700 bbls/day, dont expect it to "freeflow" for much more than a few days if that(remember this is a vertical well),then you can put a pumpjack on it and pull it hard making your 700bbls/day and bring in the water and have a POS well in a month or 2. 2nd, yes you can see oil on the drilling rig, but without the service or completion rig, your supposed flow rates, will never be known. 3rd. I believe Ufner said no activity at all on either lease, so not likely a service rig has been on them lately either. SE sask is very busy in the "patch" and they may have to wait a few days to get a rig. Another thing that crosses my mind here as well, is "too much information" management might not want to be released at this point in time, as I believe there is a Sask. crown land sale next week. 4th. What else, Pep does have the makings of some success here in the Bakken, only time will tell. Fight nice and glta.
thebeerman
Bullboard Posts