Bid Curve

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Bid Curve

Bid Curve

@bidcurve

Destroying shareholder value through acquisitions

Texas, USA Katılım Ocak 2021
114 Takip Edilen39 Takipçiler
Bid Curve
Bid Curve@bidcurve·
@WAR527 Based on my quick math, looks like VTLE’s oil is ~70% hedged with swaps based on low end of 2025 prod guidance. Hedged volumes drop off materially in 2026.
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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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Morty
Morty@NioHongKong·
@bidcurve Super esp, with Tesla trying to get self driving in China lol Biden basically killing Elon
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Bid Curve
Bid Curve@bidcurve·
China will retaliate with higher tariffs on $TSLA imports. News is bullish for Chinese EVs $NIO $LI
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Bid Curve
Bid Curve@bidcurve·
Not to mention there is no immediate impact to China EVs and only hurts their ambitions to enter US market.
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Bid Curve
Bid Curve@bidcurve·
@WAR527 Insiders indicating interest for up to $100MM of offering
Bid Curve tweet media
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Bid Curve
Bid Curve@bidcurve·
@nimblephatty I’ve mostly been on sidelines past few years after getting burned too many times. It ain’t easy to watch, even as a spectator. Ali Al-Naimi said it best “no one can set the price of oil - it’s up to Allah”.
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BRV
BRV@willrayvalentin·
Here’s my ranking of best horizontal plays in the US: 1 - Bakken 2 - DJ 3 - Eagleford 4 - Anadarko 5 - Marcellus 6 - Haynesville 7 - Arkoma 8 - Barnett 9 - Utica 10 - Midland 11 - TMS 12 - Miss Lime 13 - Delaware
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Santiago Capital
Santiago Capital@SantiagoAuFund·
equites red by close and down hard tomorrow...
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LONDON DUDLEY
LONDON DUDLEY@LONDONDUDLEY·
@OptionsAction I have calls in $AMZN $SNAP $CRSP all of which are green. Would you cash these out for smaller gains or let's these ride for around a 100% return?
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Bid Curve
Bid Curve@bidcurve·
$JWN close to ST resistance, IF can break $20.30, then $20.80 in play
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Andy Constan
Andy Constan@dampedspring·
My clients got this signal yesterday. Sell every asset. Looks good so far
Andy Constan tweet media
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RAWenergy
RAWenergy@WAR527·
@EnergyCynic And "special dividends" no credit with investors in valuation.
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EnergyCynic
EnergyCynic@EnergyCynic·
$DVN -8% We back Real energy companies pay real dividends Variable = signal you don’t believe in the duration of your own business, and not confident you can manage the volatility?
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Bid Curve
Bid Curve@bidcurve·
@zehra15r Today's PCAOB news should at least put a temp bottom in for now. I'm sure more drama to come.
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Zoomer Finance
Zoomer Finance@zehra15r·
@bidcurve I don't hold a position in it but am interested to see what happens
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Keşfet

@WAR527 @Matt_Goodcrisp @WholeFoods @NewsFinOil @SchrodingersAlt @nimblephatty @willrayvalentin @SantiagoAuFund