Charlie Kelly

"Madam, teach him to deny himself"

[Charlie Kelly @Cek4co]

@ThisGuyPucks @myDuckonQuack @planetcontagion @Eddiekovalik @LouBasenese PROP’s EURs in the 195k–285k bbl range per well are reasonable for DJ Basin/Niobrara/Codell wells, right?

[Charlie Kelly @Cek4co]

@ThisGuyPucks @myDuckonQuack @planetcontagion @Eddiekovalik @LouBasenese From Colorado ECMC monthly production data + Q1 2026 earnings, PROP has actually shown solid operational execution. Opal and Coalbank pads are standout performers — very strong IP rates and solid cumulative volumes.

[Charlie Kelly @Cek4co]

@ThisGuyPucks @myDuckonQuack @planetcontagion @Eddiekovalik @LouBasenese Citi Bank just reaffirmed their $475M credit line. They don’t do that for companies entering BK. Your bearish sky is falling bankruptcy narrative doesn’t hold water. https://t.co/442R8hcHzh

[Charlie Kelly @Cek4co]

@ThisGuyPucks @planetcontagion @Eddiekovalik @LouBasenese We'll see what happens. https://t.co/D2z09Dq1rY

[Charlie Kelly @Cek4co]

@elonmusk Thanks for sharing truth, not worrying about being politically correct (even during IPO week). You are 1 of 1 Elon!

[Charlie Kelly @Cek4co]

@realmflynnJR Hey @grok is this true?

[Charlie Kelly @Cek4co]

@SHEEPSLIVE @grok are the claims made in this video true? Please verify if Ozempic or WeGovy are derived from Gila Monster venom or if they contain Exendin-4.

[Charlie Kelly @Cek4co]

@SHEEPSLIVE There is no established evidence that Ozempic/semaglutide causes nerve growth factor (NGF) effects leading to tumor growth in the brain or other organs. Claims linking it directly to NGF-driven tumor promotion appear to be unsubstantiated or overstated in this context.

[Charlie Kelly @Cek4co]

@SHEEPSLIVE https://t.co/gwaq1DJSj8

[Charlie Kelly @Cek4co]

AI disagrees with this guy.

Wegovy’s active ingredient is semaglutide, a synthetic GLP-1 receptor agonist modeled closely on the human GLP-1 hormone (with structural modifications for longer duration).

Exendin-4 is the peptide from Gila monster saliva/venom that inspired the first GLP-1 drug, exenatide (Byetta or Bydureon). It is chemically distinct from semaglutide.

[Charlie Kelly @Cek4co]

@ThisGuyPucks @DJoilguy Love the source and effort here, but it’s about as credible as the daily status updates on the gay ayatollah.

[Charlie Kelly @Cek4co]

@DJoilguy @WAR527 Thanks for the update. lol

[Charlie Kelly @Cek4co]

Okay 👍 Operationally, Prairie drilled 17 wells across two pads, delivered all wells below budget with average savings exceeding $100,000 per well, and achieved Adjusted EBITDA of $37.2 million versus $5.2 million a year earlier. Liquidity stood at about $113.5 million as of March 31, 2026, supported by a $475 million borrowing base, and full-year 2026 guidance calls for net income of $55–65 million and Adjusted EBITDA of $240–260 million.

[Charlie Kelly @Cek4co]

@DJoilguy @WAR527 They hit Q1 guidance ✅ refi and it flies

[Charlie Kelly @Cek4co]

Sniped it. @Mackinnon9 to force OT!!!

[Charlie Kelly @Cek4co]

Huge goal! @Avalanche LFG!

[JT @jiratickets]

boomers sending DMs to AI-generated women on instagram

[Charlie Kelly @Cek4co]

@ThisGuyPucks How does $PED compare? Does your 2025 production include Bayswater assets or no? I imagine last year's acquisition and integration was a bit of a distraction; scale-up shock undoubtedly diverted focus away from pure optimization. Not sure if I'd model the future from 2025.

[Charlie Kelly @Cek4co]

According to AI: “In the DJ Basin context, wells with sustained IP30 rates meaningfully above ~300–400 Boe/d (gross, liquids-weighted) on modern 2-mile laterals are typically economic for efficient operators like PROP at $50–$70 WTI, especially with their cost advantages. Below that, returns weaken unless costs are very low or oil cut is high. PROP’s focus on “high-return organic growth” and inventory >600 locations (10+ years) implies they only drill/ complete above their internal rate-of-return threshold.”

[Charlie Kelly @Cek4co]

We’ve played this game before. I’ve listed pads and production results (Opal/Coalbank Pad: 9 wells that avg IP30 of ~525 Boe/d per well) and you dismiss them as uneconomic… which stands in contrast to their ‘26 guidance for $250M EBITDA and cash flow positive. So I guess my question for you is how many BOE/d before you’d consider a well economic?