Why I think the market is really misunderstanding the company
Thank you for making these Calvin. It's much appreciated and very educational! I'm very glad I locked in my subscription.
Volume was just fine. BRILLIANT presentation! You took the time others did not, to fully understand their tax issues and how they moved things around to THEIR tax advantage. Great job, Calvin!
Solid take, and great job showing your work!
Good review Calvin. My sound was fine.
Love your analysis Calvin! Keep up the incredible work. Many thanks as always!
Calvin - your BFF WTI Bull is going hard at you on Parex. Any reactions?
Yea their drilling success rate has been 80-90% so it's weird for him to pick out the few dry wells over the years.
Also they didn't impair PDP reserves and PXT is cheapest among pairs on PDP NAV even at a very high discount rate.
Other than the historical track record and actions, do you have any thoughts on management and key share holders?
Tks. Sound a bit low. Any chance you can increase?
Thank you for making these Calvin. It's much appreciated and very educational! I'm very glad I locked in my subscription.
Volume was just fine. BRILLIANT presentation! You took the time others did not, to fully understand their tax issues and how they moved things around to THEIR tax advantage. Great job, Calvin!
Solid take, and great job showing your work!
Good review Calvin. My sound was fine.
Love your analysis Calvin! Keep up the incredible work. Many thanks as always!
Calvin - your BFF WTI Bull is going hard at you on Parex. Any reactions?
Yea their drilling success rate has been 80-90% so it's weird for him to pick out the few dry wells over the years.
Also they didn't impair PDP reserves and PXT is cheapest among pairs on PDP NAV even at a very high discount rate.
Other than the historical track record and actions, do you have any thoughts on management and key share holders?
Tks. Sound a bit low. Any chance you can increase?