Bullboard Post History

by drunk@noon

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T.PD	FN Nuttall costing me money. Having rode this baby from low seventy's and sold in the mid ninties, I was ready to reload and... November 23, 2023
T.CEU	Thanks johnSP: I know the likes of yourself are few and far between, but I am always impressed by those who do have the expertise. Re... November 21, 2023
T.VRN	the "they" of my previous post is the new york J's. eom eom November 20, 2023
T.VRN	liljohn:You are right, short covering before meeting, then when saudi's don't cut--remember they have set it up so something has... November 20, 2023
T.VRN	Don't listen to Nutal either. He yapped about 3 million per day world wide draws. Then he changed it t 2 mill a day. Amirta just came... November 20, 2023
T.VRN	New York J's are setting up the narrative to slam the price again after OPEC meeting. The narrative now is that Saudi's may cut again... November 20, 2023
T.TXP	It took them 2 months to tell us there was something wrong with the well. That is as material event as their is for a company as the... November 16, 2023
T.TAL	The distribution of 40% of the canon to local province might be a bad thing as Perez won't get his cut. i.e if the money goes to the... November 15, 2023
T.TAL	Guess we find out the what's what's on monday. Hopefully no ugly surprises. But of course such is wishful thinking in the jungle land... November 10, 2023
T.FEC	The campanian had piddly 12 ft pay and the lower zones have poor permiabity. Stop trying to push a positive narrative. Finish the... November 10, 2023
T.FEC	The question is what kind of costs are there associated with the two flop wells. Can they just leave them there at no cost. November 10, 2023
T.FEC	Figuring they could sell midstream for 8 times after tax cashflow and valuing 40,000 bopd of production worth a lot more than a... November 10, 2023
T.FEC	told you, well was complete flop. 12 ft of net pay and lower zones poor perm (non commercial as in no one will take a chance of... November 10, 2023
T.CEU	I applaud the two-fisted buy backs. A quick 5% of shares outstanding since q2. Buy back shares first then worry about bumping up the... November 10, 2023
T.VRN	Assuming 200,000 bopd production and 75 vs 80 wti I get 907 mill free cashflow using their 1.2 billion guidance at 80 wti. Assumed... November 9, 2023
T.TAL	unfortunatley the hot librarian-looking popsie on stock update window isn't wearing the blood red lipstick today. Looking very... November 8, 2023
T.TAL	jwillis: the thing is we dont' know if the surprisingly high production numbers over the last half of oct were a results of filling up... November 8, 2023
T.VRN	moemoney42:servicing debt just means interest payments, My point is that it would take 3 years of free cashflow at 80wti (and we both... November 7, 2023
T.VRN	Notice how they used $80wti vs the $75 they were using before to come up with metrics for the aquisition. When they used 75 dollars... November 7, 2023
T.STEP	in responce to question on shareholder returns, the ceo mentioned ARch financial owned 55% of the ccompany, and that would impact... November 5, 2023

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Bullboard Post History

by drunk@noon

FN Nuttall costing me money. Having rode this baby from

Thanks johnSP: I know the likes of yourself are few and

the "they" of my previous post is the new york J's.

liljohn:You are right, short covering before meeting, then

Don't listen to Nutal either. He yapped about 3 million

New York J's are setting up the narrative to slam the price

It took them 2 months to tell us there was something wrong

The distribution of 40% of the canon to local province might

Guess we find out the what's what's on monday. Hopefully

The campanian had piddly 12 ft pay and the lower zones have

The question is what kind of costs are there associated with

Figuring they could sell midstream for 8 times after tax

told you, well was complete flop. 12 ft of net pay and

I applaud the two-fisted buy backs. A quick 5% of shares

Assuming 200,000 bopd production and 75 vs 80 wti I get

unfortunatley the hot librarian-looking popsie on stock

jwillis: the thing is we dont' know if the surprisingly high

moemoney42:servicing debt just means interest payments,

Notice how they used $80wti vs the $75 they were using

in responce to question on shareholder returns, the ceo

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Bullboard Post History

by drunk@noon

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