techno-ag said:binsy said:
What's everyone's take on pipeline companies? Looking at energy transfer.
I like ET. Probably not huge upside but maybe not much downside either.
Shareholder since $5. The divy is awesome consistent mailbox money.
Houston..we have a problem....
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Shareholder since $5. The divy is awesome consistent mailbox money.
techno-ag
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Goodness…
The Doyon 26 rig "toppled" over while being moved by COP on the slope. Some early reports indicate two people were on board but not injured, hope this is true. Early reports indicate the rig found a soft spot on the side of the gravel road while being moved during unseasonably warm weather.
https://alaskalandmine.com/landmines/doyon-26-largest-land-drilling-rig-in-north-america-tipped-over-and-caught-fire-on-north-slope/
The Doyon 26 rig "toppled" over while being moved by COP on the slope. Some early reports indicate two people were on board but not injured, hope this is true. Early reports indicate the rig found a soft spot on the side of the gravel road while being moved during unseasonably warm weather.
https://alaskalandmine.com/landmines/doyon-26-largest-land-drilling-rig-in-north-america-tipped-over-and-caught-fire-on-north-slope/
How much does a tiny land rig like that cost? Is it even worth salvage ? Or just take the insurance and start over?
techno-ag said:I like ET. Probably not huge upside but maybe not much downside either.binsy said:
What's everyone's take on pipeline companies? Looking at energy transfer.
I like WMB. Outside of the Permian, I think they have the best assets and vision. They seem more proactive and less reactive compared to peers.
I don't work the slope but a rig like this is wildly purpose built.
That's just a rig purpose built to drill laterals
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AG
There is video on reddit.
There is video in the link above
Daily pricing on natural gas is wild right now. Incredibly valuable if you can get it to the right place, but diffs eat up almost all of it in most producing locations.
My UNG shares are doing well.topher06 said:
Daily pricing on natural gas is wild right now. Incredibly valuable if you can get it to the right place, but diffs eat up almost all of it in most producing locations.
The left cannot kill the Spirit of Charlie Kirk.
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AG
Perm still struggled most of the day today. Freezeoffs were close to Uri levels in the Permian for this winter storm.
$6-8 doesn't seem like struggling for Perm.
I think the struggle is referencing the struggle to keep production going with the freezing conditions. Hence keeping prices propped up due to supply issues.
So who is gonna buy the XOM Eagle Ford asset for $1 BB? (Fixed typo)
Exxon Mobil's South Texas assets may fetch an estimated $1 billion based on Baytex Energy's $2.3 billion Eagle Ford Shale exit.
Exxon Mobil's South Texas assets may fetch an estimated $1 billion based on Baytex Energy's $2.3 billion Eagle Ford Shale exit.
XOM probably
it would be nice if Shell bought into EF at highs again, so we could sell again at a low back to whatever Sanchez Energy is now for pennies
Maybe they could partner with BHP.
I didn't even know that XOM had EF assets.
CaptnCarl said:
Thanks. Sounds like you have some good inside info. Agreed both are very litigious. Jamie is a shark.
I think you and I met several years ago travelling from Midland to an A&M football game. If you are who I think, you should have better info than me.
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AG
Yep, exactly.
sts7049 said:
it would be nice if Shell bought into EF at highs again, so we could sell again at a low back to whatever Sanchez Energy is now for pennies
They are in the P&A game now under OneNexus....more like Scamchez Family.
Dad and Grandpa were not like that, I worked for them long long time ago.
more companies gone. more jobs gone.
Devon moving to Houston from OKC.
Ag CPA said:
Devon moving to Houston from OKC.
Coterra was already here. Makes perfect sense if you are looking at the local and available talent pool.
What do you boys want for breakfast BBQ ?.....OK Chili.
Turns out Devon buying WPX was a better deal than Cimarex being "bought" by Cabot in a case study of bad incentives and poor corporate governance. So Devon gets the whole lot.
MAROON said:Ag CPA said:
Devon moving to Houston from OKC.
Coterra was already here. Makes perfect sense if you are looking at the local and available talent pool.
Most of Coterra's technical staff is Midland and Tulsa. Just corporate is Houston.
who is going to move into 'Devon Tower'?
Continental?? Nobody else is big enough...
Continental?? Nobody else is big enough...
It'll just be left as a reminder of man's foolish nature.
Devon Tower is about 90% vacant now. Absolutely no way Harold pays a dime more for office space. Aubrey's complex is also mostly empty. Easily 80% of WMB business gets done in Houston. Ascent will get bought within the next year and Gulfport won't be far behind. I'm looking forward to not having to do the quarterly OKC/TUL swing anymore.nosoupforyou said:
who is going to move into 'Devon Tower'?
Continental?? Nobody else is big enough...
Bibendum 86 said:Devon Tower is about 90% vacant now.nosoupforyou said:
who is going to move into 'Devon Tower'?
Continental?? Nobody else is big enough...
False, by a long shot
Bibendum 86 said:nosoupforyou said:
who is going to move into 'Devon Tower'?
Continental?? Nobody else is big enough...
Devon Tower is about 90% vacant now. Absolutely no way Harold pays a dime more for office space. Aubrey's complex is also mostly empty. Easily 80% of WMB business gets done in Houston. Ascent will get bought within the next year and Gulfport won't be far behind. I'm looking forward to not having to do the quarterly OKC/TUL swing anymore.
And someone is building Legends Tower in OKC which if completed will be the second tallest office tower in the US. I don't get how there is a need for that much office and hotel space in OKC.
https://en.wikipedia.org/wiki/Legends_Tower
OKC may have to upgrade their firefighter equipment for that.
The left cannot kill the Spirit of Charlie Kirk.
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