Michael Spyker

@JFracson me drill woodford. it make computer think.

reject modernity. embrace tradition.

@xoil___ That is insanity.

@ShaleTier7 Just heard about 6 mile u-turn

Poking around Chord's assets this morning as the rumour mill spins, and 4 mile U-turn lateral is pretty crazy. Well done.

Real men blow up trading natural gas, not software stocks and data center REITs. Disgusting how far society has fallen.

Stop comparing Leopold Aschenbrenner to Bill Hwang... Hwang is the GOAT of degenerates and Leopold is a sheep compared to him Did you know that Hwang turned $200M to $36B and it was ALL personal capital? This guy literally led prayer circles in the conference room before trading days started He had $160B stock exposure on just $36B of capital His blowup happened in two days and he literally caused the collapse of one of the most prestigious investment banks Banks lost a total of $10B combined because of his collapse Leopold is nothing compared to Bill

For the second quarter in the row, the Comstock conference call is just an absolute doozy.

@CanadianSoapbox Like a refrac with heat? That makes sense given it uses lease gas and is highly portable…

@ShaleTier7 It’s a pretty small steam volume with a lot of water sitting there. Won’t heat a lot of oil. I wonder if they’re thinking of it almost like a near well stimulation/cleanup concept.

Something just came across my desk, John.

The name of the company, Headwater Exploration. It is a cutting edge high-tech firm out of the Greater Slave Area, awaiting imminent AER approval to pump steam and flue gas down the back side of their casing. Now, right now, John, the EUR on this well sits at just 130,000 barrels, and by the way, John, our analysts indicate it could go a heck of a lot higher than that. Their incremental recovery on just 5,000 cubes of steam could be upwards of a hundred thousand barrels. Does that sound good to you John?

Calculator for how much you can make drilling for natural gas. Do you have core acreage? (Add $0.50/Mcf) Are you drilling multi-well pads? (Add $0.15/Mcf) Is your fairway liquids rich? (Add $0.80/Mcf) Do you have legacy transport agreements? (Add $0.20/Mcf) Do you own the gathering and processing? (Add $0.30/Mcf) Is your corporate cost structure highly streamlined? (Add $0.15/Mcf) Total and multiply by zero.

@ethanbarkley Top.

@ShaleTier7 Still early innings… especially for 🇨🇦 names.

Man these oil producers are making AN ABSOLUTE FREAKING TON OF MONEY. Usually this means it's time to sell.

@DougShittles “So why don’t you go back to the normal Haynesville and drill those wells” “Well Dave sold that stuff” “Why’s that” “We had too much debt from buying the Western Haynesville” … “Dave? Are you still there”

Comstock Mgmt: “So you’re drilling Western Haynesville wells.” “Yes, Dave.” “And these wells cost 2.4 times what Haynesville wells cost?” “That’s correct, Dave” “So you’re getting 2.4x the production from these wells?” “Not exactly. Getting the same production. Or worse.”

@CanadianSoapbox Assume they don’t wanna fuck up a boomer well and if it works in thin lower quality pay then they’re golden and is probably a more valuable proof?

@ShaleTier7 Surprising location for a mini css pilot? 2022 West Marten Hills Clearwater Openhole with almost 80,000 cum oil. Almost 50% water cut. Short injection and soak periods too.

@KC_Invests No it’s not.

@ShaleTier7 It’s $SCR.TO

You will NEVER guess what company this is about. Absolutely hilarious. Garbage.

@DavidWi74911626 Did you read the document?

@ShaleTier7 what's your point ?

@biggs_josh I forgot about that. So in 2028 at $20 NYMEX we'll be able to deliver returns that are... *checks notes* ...in-line with a decent oil well.

@ShaleTier7 True. But you’re forgetting the part about $20 natty in 2028.

Food $200 Ctrain pass $150 Rent $800 Nonop in Jerry Jones thirty eight million Waynesville well that won't pay out below $7.15 Henry hub $5,591,404 Utilities $150 someone who is good at the economy please help me budget this. my family is dying

@texastalkin @zacurate ah sweet so now we can drill 3-7 more uneconomic wells for every uneconomic well we drill

@zacurate @ShaleTier7 Their waynesville wells are HBPing 1-2k acres at a time

i'm not very good at oil and gas can someone help me out -- is it good or bad when your $16mm wells and your $37mm wells have the same ip rates?