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Bullboard Post History

by SheDrills

V.OYL

New recording

A few comments on Frontera & CGX Energy  https://youtu.be/IKJh...

May 26, 2023

T.FEC

New recording

A few comments on Frontera & CGX Energy  https://youtu.be/IKJh...

May 26, 2023

V.OYL

Saturday 9 AM CST YouTube Live Event

At 9 AM CST today I'll be presenting an Oil & Gas Deep Dive on...

May 6, 2023

V.OYL

RE:~$320MM USD

You should learn about "cost recovery" they will be able get these...

May 5, 2023

V.OYL

RE:Wei#1

You can't flow test on the fly. That needs to be planned pre-spud. Pre...

April 19, 2023

V.OYL

RE:RE:RE:A more realistic valuation of Corentyne block

Except not modeling key PSC terms like cost recovery destroys his credibility...

April 17, 2023

V.OYL

RE:A more realistic valuation of Corentyne block

No realistic...didn't model cost recovery and burdened economics w/ too...

April 17, 2023

V.OYL

Value Hive Podcast Share

I discuss my background in oil & gas and why I'm so bullish on Guyana...

March 10, 2023

V.OYL

RE:Guyana Oil Conference - a big clue in drilling depth

Seismic is displayed in travel time and not feet so you can't directly...

February 15, 2023

V.OYL

RE:RE:RE:RE:RE:RE:I'd like to direct this to Shedrills...

When emerging markets turn around Frontera shoud fly...again...fund flows...

January 9, 2023

V.OYL

RE:RE:RE:RE:I'd like to direct this to Shedrills...

When I consider a 25x that's only for the port.  I would love to see...

January 9, 2023

V.OYL

RE:RE:RE:I'd like to direct this to Shedrills...

Ports in emerging markets w/in tax exclusion zones often trade w/ 25 or...

January 9, 2023

V.OYL

RE:RE:I'd like to direct this to Shedrills...

When I say $1 I'm mean USD 

January 9, 2023

V.OYL

RE:I'd like to direct this to Shedrills...

When I looked at the port based on their 2021 projections and a 25x multiple...

January 9, 2023

V.OYL

RE:RE:RE:Sir Winston Churchill

Ljmorin...you don't know when I buy and sell or how long my horizon is. &...

January 8, 2023

V.OYL

RE:RE:RE:RE:Frontera Chart

If they get moving in the next few days they can still spud next week....but...

January 7, 2023

V.OYL

RE:RE:Frontera Chart

Frontera stock is 100% a buy here. The political downside is priced in.  ...

January 7, 2023

V.OYL

Frontera Chart

Quit squabbling over CGX versus Frontera. Frontera chart was punished as it...

January 7, 2023

V.OYL

RE:RE:RE:RE:RE:Niiiiiiccce…

A DST is a large expendure. Most companies will not perform one on the first...

December 29, 2022

V.OYL

RE:RE:RE:Niiiiiiccce…

I'm not expecting a DST here. APA/TOT drilled many wells prior to a DST. ...

December 28, 2022

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