Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 4min
I Think the Most Important Place to Start Is the Sale Process.
03:50 • 2min
Energy Prices Are Increasing a Masse of Inprese Yes.
05:44 • 2min
Oil and Gas
07:21 • 2min
Is There Any One That Wants to Pay the Pv Ten Values?
09:34 • 3min
Oil in the Gas Hedging
12:25 • 3min
Is This Stock on the Pink Sheets?
15:11 • 2min
I Think Sandbridge Is the Most Expensive on a Marked Market Basis, of Any of the Energy Companies.
17:00 • 2min
I've Not Talked to Prescott, Any Any Serious Comment?
19:15 • 2min
The Upstream Sale Process
21:16 • 3min
What Is the Value of the Golf Assets?
24:27 • 3min
I'm Not Sure if They're Going to Be Very Aggressive on That Front.
27:18 • 4min
Is That a Greatorerview?
30:57 • 3min
The Cost of Building a High Speck Rig Right Now?
33:39 • 2min
I've Done No Work There, So Everyone Go Do Their Own Work
35:41 • 2min
Could Drilling and Upstream Be Split Apart?
37:28 • 4min
I Think It's a Ting Call Option.
41:08 • 2min
Is There Anything We Should Be Thinking About Harder?
42:45 • 2min
Capital Allocation, Right?
44:21 • 2min
The Oil and Gas Company Is a Midstream Company
46:31 • 2min
I Love the Risk Reward of the Stock, but Why Miss It?
48:13 • 3min
Is the Company Going to Pay a Dividend?
51:00 • 2min
What Do You Think Upstream Is Worth?
52:58 • 2min
Do You Throw Any Value Attached to Treme Foll Somit?
54:58 • 2min
A Billion Rigs to 50 Sh One, 60 Net It All Out, Five or Ten Dollars a Share?
56:36 • 2min
How Much Are You Going to Be Buy Back?
58:08 • 2min
Is Uni Corp a Stock That's Going to Be a Blessing or a Cure?
59:59 • 2min
Are We in a Recession or Going Into a Recession?
01:02:26 • 3min
Generalists Finding Each Other Over Energy Stain
01:04:58 • 3min