Aaron Gaydosik
149 posts
@TomLoughrey_LFE I think the folks that were running CIVI need to sit this one out. Have some self awareness.
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Will Kimmeridge be bidding the CTRA Marcellus assets? :)
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@WAR527 Ready for him to work his magic on oil. Make Oil Inflation Adjusted Again!
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There is often no intersection between what he says and reality
Javier Blas@JavierBlas
President Trump promises lower beef prices. “We did something — we worked our magic,” he said, offering no details. (Meantime, in the non-magic wholesale market, beef prices remain near an all time high (chart); while ground beef and steak retail prices are the highest ever)
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@Jack_McClendon You’re not sounding like an ex-Jefferies banker. Do I at least get a GMXR deal team premium 😉?
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Just changed our nat gas underwriting deck to $1.00. Please DM me all of your conventional PDP gas deals you want to see. We can close fast with cash.
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Latest result for Comstock in Robertson, MCCULLOUGH INGRAM A, comes in at $34 million
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@SecretCFO @GuyDealership Very different roles if you have scale
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@GuyDealership I was surprised to hear he’d done 4 years. Thought it was a lot less than that. Time flies.
Interesting that they are combining the CAO and CFO role.
Not a fan of splitting the two.
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@heik_energy Unfortunately lived this at a prior employer and made a very similar (albeit far less eloquent) comment to vocal colleague that always pushed for short-sighted changes based on the latest investor themes. A lot of value destroyed to say the least
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Shareholders and research analysts are incredibly important constituencies that need to fully trust senior management and understand and embrace your strategy.
Shareholders and research analysts have almost never run companies, and while it is vital to understand their opinions and perspectives, exclusively following their direct advice of what needs to be done is often a recipe for a disaster. @HandlerRich
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@heik_energy I just got shop access for an R1S. Might need to pause after seeing your tweet. Hope yours is fixed soon.
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Dead $RIVN step 2: dragging on the tow truck. Enterprise rental car offered.
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@FauxRight Nice guess, but no, not yet. $BATL is essentially working for its banks already, though, so unless they succeed in finding a suitor, it is just a matter of time, IMO. Issuing pfd shares to S/Hs to avoid an RBL default is not much of a strategy!
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I apologize to those who were expecting a deepish dive on an E&P co. before my vacation. Delayed until after return.
In the meantime, can you name an E&P co. whose assets are now in a Ch. 33 process? Free subscription for correct answers (Note: all subscriptions are free) 😉
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@WAR527 Spot on. If you don’t want to hedge proactively, then you aren’t allowed to panic hedge. Sometimes you just have to hold your nose and be patient during a pullback if you’re too proud to hedge when prices are good.
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New E&P mgt. philosophy for many cos., adapted from 'The Treasure of the Sierra Madre' book (1927) and movie (1948) ... probably.
"Hedges? We don't need no stinking hedges!"
Fine as a proactive strategy, well explained and well executed; not fine as a reactionary tool
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@TCUFootball Mojo is a beautiful thing. Congrats #TCUFootball
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Out of Context TCU@nocontextTCU
Arizona, USA 🇺🇸 English
@JimsonHogarth @EnergzdEconomy @staunovo If there is alleged pricing fixing then how did prices briefly go negative in April 2020? We should be applauding our local & gas industry for helping provide us with energy security. As Europe can attest, it’s not something to take for granted.
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@EnergzdEconomy @staunovo Allowing price fixing and price gouging is antithetical to pluralistic capitalist democracy. Venezuela? And you’re a “PhD”?
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Actually, ExxonMobil has a fiduciary duty to their shareholders. They don't have a legal obligation to provide for the people of the country. They may have a patriotic duty to do so, but that's not the same as a legal duty. If you want it to be different, change the laws.
President Biden Archived@POTUS46Archive
Can’t believe I have to say this but giving profits to shareholders is not the same as bringing prices down for American families.
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If I was Credit Suisse right now, I’d be very afraid of the #WrongWayJimmy call.
Lone Tree, CO 🇺🇸 English
@ryanzornCO Hopefully this is the start to a factual dialogue on the energy transition
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@RobertClarke_WM Mark was a great boss and phenomenal person. I was lucky to have been able to work with one of the legends of shale. BTW - he always enjoyed catching up with you…told me that several times!
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Keep close to folks who matter to you. Even when it's harder after they retire. Just learned a true Barnett & Marcellus trailblazer passed. We used to meet for breakfast & I loved learning from him. Wish I would've been better about seeing him more often. Such a great person. 💔
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@SamuelLBailey @McLarenF1 @danielricciardo @Carlossainz55 knows it’s a hard car to drive. Give @LandoNorris props for making it work…a great driver. But hoping next set of wheels for @danielricciardo much better suited for him since he’s also a great driver
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Knowing it was coming doesn't make it less sad.
@McLarenF1 @danielricciardo #mclaren #ricciardo #lando #Piastri #ricciardout
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