Andrew Logan

329 posts

Andrew Logan

Andrew Logan

@ALoganCeres

Boston, MA Katılım Nisan 2010
778 Takip Edilen555 Takipçiler
Andrew Logan retweetledi
Grok
Grok@grok·
The main post flags high-risk private credit segments: Amazon seller aggregators, dental/vet practice roll-ups, pro soccer teams, education (Pluralsight called the all-time worst deal). Thread Q&A roundup: - Why are dental roll-ups bad? (asked 2x, no replies) - Pluralsight post-Vista handover: creditors recover 100%? OP answers: No Other comments: Amazon aggregators = "toilet bowl"; add car washes (non-El/Mint), health/soft tech, COVID manufacturing. Private credit here means non-bank loans to midmarket cos—often leveraged roll-ups that sour fast on slowing growth, high debt, or sector shocks like regs/recession.
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Dino Grandoni
Dino Grandoni@dino_grandoni·
I was told today my Washington Post job is being eliminated It's just a job, but it's one that I was proud to do for 8+ yrs alongside the best in the business I'm here for opportunities to tell stories about the natural world and how we impact it dino.grandoni@gmail.com
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Andrew Logan retweetledi
Billy Suratt
Billy Suratt@surattb·
Actually, @BurgerKing lists every ingredient for every menu item. And like @Whataburger, they don't use #HFCS in their ketchup (Simply Heinz). @thefoodbabe bk.com/nutrition-expl…
McFranchisee@McFranchisee

Some of the chains with the biggest cult followings offer zero transparency about what’s actually in their food, yet their customers are convinced it’s higher quality than McDonald’s. These brands don’t publicly list full ingredient statements, so customers have no way of knowing whether artificial preservatives, colors, or flavors are used. Still, people place blind trust in their favorite chain while directing blind criticism at @McDonalds , which does disclose its ingredients. Ironically, McDonald’s will probably have cleaner ingredient labels than the brands that refuse to disclose theirs at all yet we get the hate 🤷‍♂️

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Jason Bordoff
Jason Bordoff@JasonBordoff·
My e-bike is without question the best & fastest way to get around NYC, especially during the traffic-clogged days of UNGA. I carry an extra helmet to chauffeur friends thru the gridlock with me, so was happy to catch up with & give a ride to the incomparable @ErnestMoniz. 👍🚴
Jason Bordoff tweet media
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Andrew Logan
Andrew Logan@ALoganCeres·
@rbl1973 $BRY has been shopping itself off and on for like 3 years now, though really $CRC was the only natural acquirer. Timing, right after CA leg passed a bill streamlining permitting in Kern, surely not a coincidence
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Colonel Drake 🇺🇸🇺🇦
Colonel Drake 🇺🇸🇺🇦@rbl1973·
More consolidation in CA oilpatch $OXY spinoff California Resources $CRC will merge with Berry Petroleum $BRY ... after CRC indirectly acquired Aera Energy assets in San Joaquin Basin $BRY also holds acreage in Uinta Basin; CA accounts for most production globenewswire.com/news-release/2…
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Only In Amherst
Only In Amherst@OnlyInAmherst·
(Amherst adjacent) Smithland Pet & Garden Centers will be closing all 13 of their retail locations including the Hadley location. CEO John Atkins cited inflation & the difficult economic landscape as reasons to liquidate & close all stores by the end of June. Big loss. 🐕‍🦺🐈
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Oil Stock Trader
Oil Stock Trader@OilStockTrader·
Just for fun, let's see if anyone can guess the name as I wait for rest of the order to fill. Here's the buzzwords: Natural Gas Net Zero Data Centers A.I. Quantum Computing Electricity Rare Earths Semiconductor Manufacturing Permian Quite the pieces to form a compelling play.
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Oil Stock Trader
Oil Stock Trader@OilStockTrader·
Teaser: Found an interesting microcap energy play in yesterday's research. Trying to get loaded up, but finding liquidity difficult. Will post after I complete the position. All the buzzwords in this one, could be interesting.
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Andrew Logan
Andrew Logan@ALoganCeres·
@WAR527 well of course- banks only care about banks. It's just a rare silver lining for SH in the current environment.
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RAWenergy
RAWenergy@WAR527·
@ALoganCeres Maybe, but hedges are there to protect creditors, not S/Hs. Banks will be looking hard at BBs if these prices persist.
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RAWenergy
RAWenergy@WAR527·
Re-posting oil hedging stats for E&P producers. There can be many "adjustments" to arrive at true hedged prices, so DYODD.
RAWenergy@WAR527

"Oil hedges? We don't need no stinkin oil hedges." -- Apologies to 'The Treasure of the Sierra Madre," " Blazing Saddles" and "Three Amigos." More detail to come later, but few significant oil hedges are in place for 2025, covering < 5% of US oil production and < 30% for the 17 companies depicted in the chart. Others (mostly majors and large independents) have no oil hedges at all. $FANG uses protective puts to hedge downside, while others use a combination of swaps and costless collars. Data reflects downside limits

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Andrew Logan
Andrew Logan@ALoganCeres·
ExxonMobil, which historically has led the S&P500 in number of shareholder proposals, this year has precisely zero on the ballot- sec.gov/ix?doc=/Archiv… The benefit of threatening your shareholders with lawsuits if they file, I guess?
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will
will@friedoystercult·
Falcons, cheetahs, and mako sharks don’t need health insurance. Think about that.
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Andrew Logan
Andrew Logan@ALoganCeres·
@kenwday Don't forget the late, unlamented Sanchez Energy, which bought out its own family's interests in the TMS for $78MM back in 2013.
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Ken Day
Ken Day@kenwday·
Encana owned the 'core' of the play, which was slightly better due to not being too deep but having a little bit more silica. And how are the other major players doing now? Halcon: BK Goodrich: BK
Ken Day tweet media
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Ken Day
Ken Day@kenwday·
I love looking at dead shale plays, and the mother of all dead shale plays is the Tuscaloosa Marine Shale (TMS). The TMS was a play that was popular from about 2011 to late 2014. The shale sits at 10-14k' depth, >45 deg API oil, gassy, very clay rich. Map by Enverus Prism.
Ken Day tweet media
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RAWenergy
RAWenergy@WAR527·
Unless I somehow missed it, no E&P mgt stepped up and said, "No, we do not believe we will be a survivor in the continuing consolidation wave, so we expect to sell the co."
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AnneK
AnneK@NGLFundamentals·
@TomLoughrey_LFE This the same company that estimated a 70 year remaining life for its ARO numbers?
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Tom Loughrey
Tom Loughrey@TomLoughrey_LFE·
Boggles my mind that Diversified (DEC) is winning multi-mullion contracts to plug {possibly their own} orphan wells in Ohio. Even if it's not an orphan issue, just seems like a big conflict of interest. Am I wrong?
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Andrew Logan
Andrew Logan@ALoganCeres·
Great piece in today's NYT by @cflav on the ways in which climate change is hollowing out insurance availability in the US. I guess Ceres was just 20 years early with our report warning of this future: insurance.lbl.gov/media/ceres-8s…
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Andrew Logan
Andrew Logan@ALoganCeres·
Just a reminder that $XOM, given the opportunity to nominate ANYONE in the business world for its board last year, chose the independent chair of $BA, which even a year ago was under a cloud for its safety record. Will investors support Larry Keller's renomination? If so, why?
Andrew Logan@ALoganCeres

Say you are the $XOM board nominating committee. You can ask anyone in the world to join the board of one of the world's largest and most influential companies. And you choose to nominate the chair of $BA, who helped oversee the company's disastrous response to 737-MAX?

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Robert Clarke
Robert Clarke@RobertClarke_WM·
Searching through old files today and kept finding the good stuff. When folks say 2010(ish) global shale exploration was everywhere, they're being serious. Marine deposition with high TOC = an exploration concept. This was quickly shut after a fracturing ban in 2011.
Robert Clarke tweet media
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Keşfet

@dino_grandoni @BurgerKing @Whataburger @thefoodbabe @JasonBordoff @ErnestMoniz @rbl1973 @Oilfield_Rando