Post by
malx1 on Feb 15, 2024 9:41pm
"Ohhh, butt the HEDGE BOOK!!" Where'd the NG experts go?
Did all the day-traders move over to "unhedged" BIR back when it was $10?
Howdy, gents! How's the view from down there?
See PEY just galloping into the sunset................................................................
Comment by
GregC24 on Feb 24, 2024 8:00am
The Q&A portion of the Chesapeake call is interesting for their view of the market and handling capital in this situation: https://www.insidermonkey.com/blog/chesapeake-energy-corporation-nasdaqchk-q4-2023-earnings-call-transcript-1262975/#q-and-a-session
Comment by
houbahop on Feb 24, 2024 8:03am
Peyto should read this and learn instead of adopting a sub-efficient myopic approach to its capex and hedging program. On the other hand they are among the best on the operation side. Can't have it all...I guess.