skipgold

Husband. Father of two. Work in high yield market. Aspiring Ninja Warrior.

[skipgold @skipgold13]

@EdBorgato https://t.co/e4Pfoo4VCD

[skipgold @skipgold13]

@EdBorgato The fact that the spoils have been distributed so unbelievably unequally is why people are pissed off at the Fed.

[skipgold @skipgold13]

@Maurice94239117 I think it’s acknowledged that their reserves are of lower quality, higher cost, yeah? That’s my impression.

[skipgold @skipgold13]

@EdBorgato @SteveSchmidtSES I agree with you 100% on Trump. He disgusts me. But we’ve seen for too long that bankers, elites, those politically well-connected, are indeed “above the law”. And the people are sick of it.

[skipgold @skipgold13]

@CageTheElephant

[skipgold @skipgold13]

@chigrl CHK will eventually file, agreed, but they have a lot of levers to pull yet to extend this runway for years longer.

[skipgold @skipgold13]

@EnergyCredit1 CHK will eventually file, but it’s not going to be as soon as Energy twitter thinks. They have the ability to draw this out for 2-3 years.

[skipgold @skipgold13]

@EnergyCredit1 He’s getting really good. Make sure you keep it fun and it doesn’t become a “job”.

[skipgold @skipgold13]

@EnergyCynic Firefly’s goal is a return of capital to shareholders. With natgas in a brutal bear market, that’s moronic with GPOR bonds in the $60’s. Firefly’s “cure” is worse than the disease. At least GPOR is now buying back bonds.

[skipgold @skipgold13]

@ShaleProfile When do you think we see actual natgas production declines in PA?

[skipgold @skipgold13]

@LibertyBlitz Had lunch with a friend today. In from NYC. He said he’s looking at schools for his 5 year old. Every single school asked what his child’s pronouns are. All teachers & admin people have their pronouns clearly displayed in their email signatures. All bathrooms are gender neutral.

[skipgold @skipgold13]

@MNCatchfire @ChezWhizzz Agree. He’s also going to be swinging almost straight up. No one swings like this.

[skipgold @skipgold13]

@EnergyCynic I think the co’s actions are exactly the right thing to do, though, don’t you?

[skipgold @skipgold13]

@FZucchi Regarding credit, there are 10 new deals in the HY market right now.

[skipgold @skipgold13]

@TheLesNozzle @thewhipstick I never want to be stuck in my ways. If there a better way, I want to adapt and coach better. But what is this? No one successful swings like this.

[skipgold @skipgold13]

@LibertyBlitz

[skipgold @skipgold13]

@LibertyBlitz

[skipgold @skipgold13]

@funnyindian I’ll check this out. Thanks.

[skipgold @skipgold13]

@Maurice94239117 I have the company saying $650mm to hold YE’19 production flat. That implies ~$0.77 per mcfe. 2019 DD&A per mcfe is expected to be ~$0.76. E&P’s tend to overstate, so maintenance #’s May be higher. How do you get to $775mm?

[skipgold @skipgold13]

@FZucchi @RedDogT3 I’d like to see that, too, but the only folks I see enthusiastic for Bloomberg are finance people. Will the primary-voting Democrats vote for a billionaire from Wall Street? I don’t think so.