Philip Trinder

Sitting in the cheap seats for the end of the world...

[Philip Trinder @MLP_Protocol]

@BobbyAx99479964 @RealJimChanos Live ERCOT electricity prices using the link below. Current prices near the Childress facility look pretty good. Some of the prices between Lubbock and Amarillo are currently showing as negative numbers (kind of crazy).

https://t.co/IaShYPzXtM

[Philip Trinder @MLP_Protocol]

@BobbyAx99479964 @RealJimChanos "In our January Short-Term Energy Outlook (STEO), we expect that U.S. wholesale power prices will average slightly higher in 2025 in most U.S. regions than last year, except in Texas and in the Northwest."
It looks like Texas has the most favorable wholesale prices.

[Philip Trinder @MLP_Protocol]

@jimiuorio @NFL Is there a prop bet for that? 😜

[Philip Trinder @MLP_Protocol]

@BenjaminDEKR Agreed, to start they would have to pick an area to have enough concentration of charging facilities and large volume of trucks, like perhaps short haul routes from Port of Long Beach. It will take a long time for nationwide trucking to be truly impacted.

[Philip Trinder @MLP_Protocol]

@Morgan_03 I'm jealous that you are riding around Lake Tahoe, have fun!!!! 😎

[Philip Trinder @MLP_Protocol]

@Morgan_03 Tom Cruise’s character from the original Top Gun film, Pete Mitchell, is back. Even if you only saw the trailer, the Sierra Nevada is a big co-star to Tom Cruise. Multiple scenes were shot at the Lake Tahoe Airport and Washoe Meadows State Park in Meyers. 🤷‍♂️

[Philip Trinder @MLP_Protocol]

@Morgan_03 Doh

[Philip Trinder @MLP_Protocol]

@Morgan_03 Top Gun Maverick

[Philip Trinder @MLP_Protocol]

@pkedrosky Ozembies

[Philip Trinder @MLP_Protocol]

@Morgan_03 @ppearlman I’m waiting for the Pants Off Dance Off

[Philip Trinder @MLP_Protocol]

@SplitSuit Have you also tried octordle[dot]org and octordle[dot]com/daily?? Good fun 👍

[Philip Trinder @MLP_Protocol]

@David_Stendahl 41 years ago

[Philip Trinder @MLP_Protocol]

This video is definitely worth watching, it’s long but extremely informative and I somehow just managed to watch the whole thing. Now to figure out portfolio adjustments... #OOTT #oilandgas #energy
https://t.co/UniMSmgErD

[Philip Trinder @MLP_Protocol]

@DadLifting Ouch, if you don't already have one, I would definitely hire a service to fight the property tax bill every year. I used one every year in Houston. They only get paid if they lower your actual tax bill. Also is there no annual cap on the % increase?

[Philip Trinder @MLP_Protocol]

@StreetBomber Yes!! Triple aeration FTW!!

[Philip Trinder @MLP_Protocol]

@tomkeene

[Philip Trinder @MLP_Protocol]

@MLPguy @StreetBomber How about that $EVA move today 👍 and “tax free conversion for unit holders” hmmmm 🤞🤞🤞🤞

[Philip Trinder @MLP_Protocol]

@MLPguy @StreetBomber LOL

[Philip Trinder @MLP_Protocol]

@ASCBarc @LarryTenney @cawoosun @RepSteel Thanks for the response. I also think they have availability under their Credit Facility. Based on $AMPY August 4, 2021 Investor Presentation their Borrowing Base is $245MM and they had $214MM of Net Debt at 7/30/21 so estimated liquidity of $31MM.