From @WSJopinion: What does it say about our society that many people now holding or seeking high public office have been accused of or have actually committed crimes? asks Joseph Epstein https://t.co/UdHnlarl64
@EnergyCredit1 Interesting to see what's in report on 8/8, usually CRK releases summary balance sheet. CRK didn't disclose anything about A/P in proxy, and Moody's upgrade doesn't mention it either. Also no new disclosures on 8-K for notes offering last week.
@EnergyCredit1 I was thinking more like a type of transportation cost (MVC) like CHK used to have back in the day. But that too would have been accounted for differently.
@EnergyCredit1 What, who wouldn't want to own a firm with 90% production in the Mid-Con (and even better 2/3 natural gas). Plus heavily hedged at $55/barrel ceiling. And as an added bonus, increasing capex to drill in the Mississippian Lime. At least the balance sheet is clean...
@jimcramer I really liked your first book and used to follow you on Yahoo! Finance when you were known as “UPOD”. You were a great help when I first started in the hedge fund industry and now I’m retired.
@ErnestScheyder Perhaps layoffs related to recent Eagle Ford divestment and potential Barnett Shale divestment? Became redundant once acreage was sold?
@NicoLongShort That sound you hear is $DK minting money with their refineries in the basin, especially after they doubled down with the acquisition of $ALJ
@AdamB1438@EnergyCredit1 Nothing wrong with $OXY. Recent upgrade by DB helps sentiment. But like $HES, serves as offsetting short to consensus E&P longs like $EOG. Plus no takeout risk for $OXY.