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tequila

Certifiably Surly
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  1. STR is run by good guys. I don't know how much they're going to be able to grow the business, but the div should be pretty safe. There's a couple of the Brigham guys still hanging around over there.
  2. Service and horse power availability.
  3. That looks awesome! Here’s one I made this weekend. Pepperoni, sausage, jalapeño, onion and fresh garlic.
  4. Don’t know who a buyer would be. They don’t have meaningful accretive production or inventory. Maybe a take private candidate?
  5. Thanks for the input. Question on gear… I have mostly saltwater based fly gear - my 5 wt setup is a hatch 5 and TFO axiom II (sw rod). Any reason that wouldn’t work? We need to catch up sometime soon, it’s been a few years since you were in my office in Midland.
  6. Advice needed. I'm heading to fish the Green outside of Flaming Gorge from a drift boat in a few weeks. Any recommendations for a fly rod/reel/line set up? I've never fished from a drift boat before, and am a relative newcomer to fly fishing in general. Thanks in advance.
  7. Greyson Mills. EnCap backed operator that is consolidating acreage up there. If you have royalty interests under them, it’s probably a good thing for you.
  8. In industry as well. Don’t know how long you’ve been in the business, but I am extremely skeptical of your last sentence, first paragraph. I’m curious where you think the broader economy shores up oil markets when we’re seeing significant, repetitive draws on inventory over the last 5 weeks and we’ve seen oil consistently tick down. Frankly, I’d think that an overheated economy would provide support for oil markets and what we’re seeing real time is that although inflation still seems to be an issue (given the Fed’s rate increase) oil prices are down considerably. IMHO, this is so freaking counter intuitive, as cost of real goods/inputs/in-elastic products should trade in lock step with inflation as opposed to being negatively correlated, which is what we’re seeing with oil vs inflation right now. The fundamentals have no impact on the trade at this point… until they do.
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