@oldtimeroilfield

@GreyHairOpsGuy @EnergyCynic Never pay more than PV20

“My investors what to know what returns are at strip.” -PE guy walking away from generational buying opportunity during COVID lows

@zacurate The real fuckery happens if the special vehicle goes bankrupt. Do bond holders know what ARO is?

@zacurate opportune.com/insights/news/…

Someone smarter in finance than me please explain the Carlyle-Diversified Energy deal.

@clintbarnette Let’s see how diversified plays in the capex arena

ABS wins again.

@THE_REAL_CH3 Run a dipole sonic to understand the instability in the curve.

Just had reservoir guy ask me if he can set up a meeting to pick my brain drilling the TMS. God help me

@GreyHairOpsGuy @o_gdaddy @AFELeaks On an EBITDA basis (earnings before interest, taxes, and divorce attorneys)

Incredible things going on over at Greenlake Energy.

@Suicide95518428 @EnergyPeddler Did I just witness a murder?

If this isn’t a top signal, I don’t know what is $VG 🤮 🤮 🤮

@GreyHairOpsGuy @Bob_McNally We are going back to work!

@EftBotDad pmc.ncbi.nlm.nih.gov/articles/PMC32…. Just remember, science says otherwise (not you).

As the recent father of a little girl, with only boys previously, I’ve been informed that my parenting style will need to shift from what is primarily a nightly wrestlemania reenactment to, apparently… “not that”.

@SeanTPendergast The only way for Cal McNair to save his name is to buy back the oiler branding rights.

Yeah the possessiveness of a color is a bit odd, for sure. That said — hey dipshit, the owner of your team is the only one to literally invoke litigation over it. So technically “y’all weirder”

Gave my son access to Claude code using wisprflow and he created a Pokémon chess and monopoly game that we deployed to GitHub and can just play together whenever we want from a browser. Not sure what that says about future state of mobile paid gaming but can’t be positive

@zenartbjj It actually goes down after factoring in the raptor, boat, and casino expenses

When we bought leases at $58 oil, we never factored in an oil price higher than $60 Can someone with a CFA help me understand what happens to our IRR at $92 oil?

Holy shit here we go

@PermPessimist OCC Calcutta gonna be 🔥

On my way to #Midland CC to join the waiting list… correction: Philly’s Golf Club. Almost forgot I’m still in oilfield services

@PermiOG It’s time to adopt the operations engineers again

@willrayvalentin Few people are willing to put up cash flow to lock downside with puts while allowing go upside. Hedging protects the lenders. The collar structures usually cap the equity interests.

Step 1: Don’t be wrong. Ever.

Pretty much every bank RBL has a hedging requirement. Most equity investors also have an expectation of a hedging program that mitigates risk. Sometimes market conditions require you go “out of bounds” on these requirements. Here’s a comprehensive list of how to successfully do this:

So we shorting E&P or oil on the energy crisis panic, friends?

@StreetBomber We’re back

Me and the boys headed out to the field to go turn the stripper wells back on at $90 WTI

$90 WTI. We back up #EFT

@ShaleTier7 We talking slotted liners or fracing?

Tomorrow is never promised. Drill the Austin Chalk today.