.

[. @DufffTrader]

@bdubtx7 @zacurate I mig he be mixing this up with the old Validus position

[. @DufffTrader]

@ZmansEnrgyBrain @WAR527 Where are the assets?

[. @DufffTrader]

Anyone know what assets COP sold to Ensign?

[Caleb Hull @CalebJHull]

Aborting your child because you don’t like that it has special needs and then posting about it for social media attention has got to be the most messed up thing I’ve ever seen. Satanic.

[The Christian Dad @Skeuleos]

My son has Downs. Yes, he had a heart defect. Yes, he had heart surgery. Yes, it was hard.

He's also in physical and speech therapy.

Guess what? He loves his life and he's the absolute best.

You don't get to kill your kid because it takes more work to raise them, you monster.

[. @DufffTrader]

This is disgusting

[Jesse Ridgway @McJuggerNuggets]

This week, my wife and I made the very difficult decision to terminate the pregnancy due to Trisomy 21.

The choice was not made lightly. We really appreciate all of the personal stories that you guys shared with us, especially the unconditional support we received from fans with no matter what we decided.

I know some of you may be very disappointed to hear this news. We are devastated. This has been extremely traumatic for both of us, especially Ashley.

She underwent the procedure earlier this week and is on the mend. Thankfully, everything went smoothly, but emotionally we are drained.

Trisomy 21, also known as Down Syndrome, is caused by an extra chromosome. It is caused by an error in cell division, like a glitch. The odds of a baby having it is 1 in 1000.

When I first confronted this news, I was shocked but optimistic. If they’re a little slow intellectually, then we’ll make it work. I signed on to be a parent, come what may…but I just didn’t fully understand what Down Syndrome entailed.

Once we made it public, it became clear that MOST people don’t know what Down Syndrome entails (and no, it’s not the same as Autism):

50% of babies with DS have heart defects. 75% will have hearing challenges. Over 50% will have vision problems. Impaired immune function, developmental disabilities, learning disabilities, delayed physical development, poor muscle tone, structural issues with face, decreased lifespan, etc…Sadly, the list is long, feel free to look it up…Down Syndome isn’t a “blessing”, it is objectively shitty from a health perspective.

I didn’t realize just how rough it is for the child, let alone the family…more often than not, they would be fully dependent on others for the rest of their life.

The miscarriage risk is also close to 50%, which made matters worse…they may never see the light of day and it puts Ashley further at risk.

We spoke with doctors, friends, family and genetic counselors and learned that up to 90% of women terminate their pregnancy after learning the baby has Trisomy 21.

This was WAY higher than I expected, I thought it would be lower given that I hear so many say they kept or would keep the baby. I believe that’s because most terminations happen privately, it feels shameful. A lot of judgment being cast.

You never think you’d be in this type of situation until it happens to you and then things change.

To all of my fans who have weighed in on this topic who have Autism, Down Syndrome or any other conditions…we appreciate you. You matter a lot and we’re glad you’re here. I commend you and your families for having the strength and courage to push forward.

As for us, we made a difficult decision that we believe in the long-run will be beneficial for our family. Thankfully, we had a choice.

It will take a little time to move on, but we are excited to try again in the future and hopefully have a better outcome.

Love you guys & thank you for understanding. ❤️

[. @DufffTrader]

The fact that you can have dual citizenship is wild, let alone dual US and Iranian citizenship…

You should only have allegiance to 1 country. Period.

[The Patriot Oasis™ @ThePatriotOasis]

🔥🚨 JUST IN — Federal agents have raided a $35 million mansion in Newport Coast and arrested 63-year-old Jamshid Ghomi, a dual U.S.-Iranian citizen, on charges of conspiring to violate the International Emergency Economic Powers Act.

Ghomi is accused of selling U.S.-origin computer hardware to Iran’s military and nuclear programs, allegedly earning millions while using elaborate schemes to conceal the transactions.

He is expected to appear in Santa Ana federal court this afternoon.

[. @DufffTrader]

@zacurate Fwiw, I do know that Bison has a material nonop piece that may be missing from this whole puzzle.

[. @DufffTrader]

@zacurate Oh now this is nifty 😍

[. @DufffTrader]

@zacurate I would back solve for a 15%-20% irr and find your purchase price range that way. Maybe lean more towards 10-15% because we know development locations are missing.

[. @DufffTrader]

@zacurate The real question is, what do returns look like if you assume $2b is the purchase price. Assume the buyer sells in 5 years for PV10 and they fund the $2b with all equity and an 8% pref. Add in $10mm/yr in g&a. Maybe $2b doesn’t work or maybe it supports a much higher pp???

[. @DufffTrader]

@xoil___ @zacurate $5.5 for how long of a lateral?

[. @DufffTrader]

@zacurate Years ago (pre 2020) operators used to drill 2 milers in 6 days and their all in d&c cost was $4.6mm. This was in the shallower parts of the basin

[. @DufffTrader]

@zacurate What well is 70 Mbo? Bison is probably spending ~$6.5-7MM on a 13,000’ well.

[. @DufffTrader]

@shawngorham @SethMarchant I just picked up my R a month ago. It’s unbelievable. I struggle with “justifying” these types of purchases too but the smile it puts on my face every time I start it up is worth it

[. @DufffTrader]

Phat locations? Must be a $DVN executive

[. @DufffTrader]

@notsageadvice @WAR527 Yeah that’s my confusion but maybe I’m just slow. I don’t see how they have much control over nonop volumes