Veren Inc T.VRN

just posted this on WCP board

[Carbonbull]

For those that are long term Carbonbulls WCP is the clear winner , investing in future production at deal metrics that were unheard of a few years back. The assets this team have acquired will propel WCP to the forefront of largecaps. that is if the long term structural oil shortage can withstand short term demand softness.

CPG on the other hand are prudently returning capital to owners well adopting a staedy as she goes balance sheet discipline , market clearly favors this approach at the moment , however if Putnin as per JPMorgan decides to constrain supply then alll bets are off 

The winner of this contest will clearly be the acquiror of the other ...Right now its too early too tell I beleive the odds are 50 -50     So own both 

[Anschutz]

Nobody is getting rewarded for growth except CEOs, insiders and banks.  Shareholders are done with hopium based dreams and illusions of a payout 2+ years down the road.  WCP added growth at the expense of losing shareholders and tarnishing the image of the sector.  Over the last 6 months media and investors were starting to come around to the belief that CEOs had learned their