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HamsterHookah

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Posts posted by HamsterHookah

  1. On 4/4/2023 at 9:23 AM, Storm the Field said:

    Breaking: Permian Acreage Still Expensive.

    Announced yesterday that Ovintiv is selling their remaining Bakken acreage and going all-in on the MIdland Basin. Dropping $4.3B to buy up 65K acres from 3 EnCap companies (Black Swan, Piedra, and PetroLegacy). 

    4.3B/65K = ~$66K/acre.

     

     

    On 4/4/2023 at 2:05 PM, Porterhouse said:

    Ovintiv is Encana renamed. Or after or in conjunction with their Newfield purchase.

    Other people can comment on their struggles, and I know some of their people, and they haven’t impressed. I don’t think they ever had a stellar reputation. Denver was always their American HQ but pretty sure they moved the whole thing to Houston 5 or so years ago. My issue with them is their division orders and owner relations people. The wells they’ve drilled and completed in my area are solid. 

     

    On 4/4/2023 at 2:59 PM, HamsterHookah said:

    Thanks for the response. As a strategy consultant with customers in O&G, but not a dyed in the wool O&G guy, you've been helpful/insightful to people like me, on this thread.

    Just caught up on the Ovintiv Q1 earnings call which was this morning:

    First, we entered into an agreement to acquire core Midland acreage and added over 1,000 locations to our inventory. And second, we entered into a separate agreement to sell all our assets in the Bakken for $825 million.

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  2. 7 minutes ago, closetojumping said:

    I don't think any of us assumed your net worth was anywhere close to 8 figures or higher, but thanks for nonetheless confirming it with this take. 

    Boy howdy, can you have negative net worth? I think that's me.

    1 minute ago, Not a cat said:

    Pays 250k assuming it stays at +25000.  Website I just checked had it dropped down to +20000.

    I heard that stat on the radio, so maybe I was lied to. $1000 is not worth the $250k at that risk.

  3. On a whim tried Schmigadoon S2 ep 1.; got about 15 mins in and cut it off.

    I wonder where I can find this out, how much they are being paid, but my guess is this is a huge moneygrab for the Key and Peele guy. It's like when Nic Cage and Bruce Willis did those direct to DVD movies for the cash.

     

  4. Pretty solid episode. Rupert plays the evil creep so well. Super charming and smart and his non-verbal dismissal of Nate was great.

    I am enjoying Nate's turn and will be primed for when he is fully redeemed in the penultimate episode.

    Also, surprised none of you nerds have commented on the Joe Walsh / Jimmy Page argument; that was written for the surly demographic.

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  5. 1 minute ago, SilasCoade said:

    How can they afford him though? If they're paying Luka and Kyrie $40M each, and another $50M is tied up in Bertans, Hardaway, Kleber, and Bullock there's nothing left. Maybe they don't sign Kyrie, but that's a painful epilogue to a wasted season. Maybe they get Phoenix to take Hardaway and Bertans in trade but then they have inherited Phoenix's problem of absolutely zero depth and no cap room to acquire any.

    Right. I just meant from a body/talent standpoint, as everyone pretty much thinks he is a bum and phoenix hates him. I get it, but on the other hand: Dwight Powell.

  6. Is it just me or does it feel like a completely different world than the last strike, probably due to streaming and consumer habits and all the cable that has been cut? The hyper 24-hour news cycle?

    I say that because last strike it was very much a topic that stayed on the radar. You saw it talked about a lot but also in the shows people watched, which were live or near real time. 

    I think it's been a week and I've stopped hearing anyone caring about the strike or that it's happening. Maybe we have to wait until the fall when it finally starts affecting peoples favorite shows or something, but I do wonder if the writers have a greatly diminished public platform and bully pulpit in 2023.

  7. 17 minutes ago, fattyflattie said:

    Just saw there was up to another 115k each for "over policing and incarceration" as well.  Up to 360k total/per with up to 1.8 million eligible, with an up to cost of 680B.    Texas and Florida might be getting some additional residents if this passes. 

    Why wouldn't you move to California and try to be a resident before this passes to get your fair share of the reparations owed to you, would be my question to any black person not thinking about it.

  8. 26 minutes ago, henrygandorf said:

    the difference is that ai cannot write comedy.  at least not intentional comedy.  they could probably churn out csi/svu/er procedurals no problem.

    it won't matter, because by the time they need to resort to that, sag and dga will be involved, and it will be a fucking bloodbath.  there's a lot of solidarity right now.

    Do you see any similarity with what is going on with music right now? Like how Drake and The Weekend had AI use an LLM of their music and put out a near facsimile of what they would do and Universal flipped out? Not sure if the music industry has a union, but I'd think they are thinking similarly as creative artists who trade on their output...

  9. Interesting episode. I felt seen with Roman's energy of just being tired and blah and kinda mailing it in for half the episode. I get that way after a long week.

    I guess we now know why the 192 number wasn't real and won't happen.

  10. 27 minutes ago, henrygandorf said:

    except here's the problem - with king of queens, raymond, and sandler stuff, those guys are writers.  raymond was based on romano's comedy, and he wouldn't be there to help guide the scripts and the show.  same with kevin james, he was a big creative part of his show.  sandler movies are likely only funny because he and other comedians (writers, cough), make changes and adlib when they're shooting.  those scripts are basic and formulaic before they get on set.

    if you want robots to write that shit, you'll have to get robots to play the characters as well.  when those guys produce their own shows, it's so they can be involved in the creative process.  there are plenty of actors who are just actors, but those 3 examples (and many others) wouldn't fly.

    even the big bang's of the world deal with a mega-showrunner like chuck lorre and he's a writer too.  i hope corporations try to produce a multi-cam sitcom using gpt.  the fallout would be something.

    Maybe those were bad examples, but the point was -- average/mediocre formulaic laugh track tropey stuff that average/mediocre viewers eat up en masse. AI can write that stuff, probably. 

    And maybe AI can only do 80% of it and you need people to polish and do the last mile of the last 20%?

  11. Maybe a bit of positive and good news is an otherwise depressing thread:

     CA reparations package moves forward. A California panel approved a reparations package this weekend that could result in the state paying out more than $500 billion to Black residents, economists estimate. California has been weighing how to make financial amends for the racist policies that have harmed its Black residents, such as redlining by banks that blocked them from getting a mortgage. Under this preliminary plan, which would need to be enacted by lawmakers, eligible Black residents could receive up to $148,099.

  12. In Serbia, where 17 people were killed in two mass shootings last week, the president called for an “almost complete disarmament” and offered one month of amnesty for gun owners to hand over their illegal weapons, according to the NYT. Serbia has the third-highest gun ownership rate in the world, with 39 firearms per 100 people. The US is No. 1 with 121 per 100 people.

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  13. 13 hours ago, C-Man said:

     

    Really close friend of mine owns Sammy’s BBQ in Dallas. Used to have about half employees that were Mexican and half who were Salvadoran. The two groups did not get along at all.

    That's awesome. I loved that place when I lived in Dallas.

    Also, aren't you anti-GOP? Surprised you'd be so close friends with someone so GOP. That place was like a mecca for conservative white men who office downtown. There were shrine-like photos of Dubya everywhere last time I was there, like 5 years ago. 

  14. This show is fantastic. I've simply been overtaken in a way that I haven't in a very long time, with something so interesting and great. This season is a master class.

    If you agree even partially, a must read is this New Yorker interview with Bill Hader that came out over the weekend. It's a fascinating story, his journey from production assistant to director, from a nobody to SNL in 2 years, he talks about Barry and Berg and, of course, he would be friends with George Saunders:

    https://www.newyorker.com/culture/the-new-yorker-interview/bill-hader-just-wants-to-make-weird-things?

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