lystn

DRW makes a LARGE carbon footprint this week starting in Scottsdale, Denver, Oklahoma City and San Diego… but fortunately, Delta is going to plant some trees…. This week on the show....it's an earnings-palooza and by request (and an absolutely exasperating Q4 announcement) we have our subject for #TechnicalTuesday where we will talk Antero. I read the 358 page 10K and we have A LOT to cover as the poster child to all that is wrong with the gas market in America.  We talk Marathon… and growing oil… GROWING???!  Supply-demand anyone?  It’s in this book I know on economics… We talk Noble. Big Q4 writedown, significant reduction in 2020 capital but I need a notepad to follow the press release. But, they are also the company I think that should launch a hostile takeover for #mergeCDEVmerge and I remain perplexed as to why companies aren’t launching hostile takeovers yet. We talk Quick Dick McDick and compare to BP’s “new 2050 strategy”.  Apparently, they didn’t realize that Yahoo! is no longer relevant in the age of Google… disruption is because a different company does it better. We talk CNX Resources and why investors are really staying away from the oil and gas industry. We talk layoffs at Extraction.  Extraction Oil and Gas co-founder, President and Acting CEO is a 2019 DBJ Most Admired CEO Kathleen Lavine, Denver Business Journal The personal toll that the Crisis of Balance Sheets is taking in a word... sucks.  Check out episode #14 if you haven’t, where we talk about life after termination (Ouch).  Lots of requests for a technical Tuesday on Extraction and we will oblige when their 10K is out. Our industry is required.  Our industry is doing great things producing energy (at no profit) to drive the world’s economy.  If Michael Bloomberg can figure out how to use social media…. so can we. And finally, if I’m gonna pick an episode to do it, this seems like the one to say "all the things we think and do not say", including where that life insurance salesman can put that policy... right beside the pension problems in the United States. Listen to the episode on Apple Podcasts, Spotify, Stitcher, Google Podcasts, Blubrry or your favorite podcast platform. Thoughts on the episode? Please let me know by sharing in the comments below! Like the episode? Post a review. Got a question for a future episode? Send an email. Related Mentions: Crisis of Balance SheetsAntero ResourcesMarathon Oil CoronavirusLibyan ProductionNobel EnergyQuick Dick McDickBPGoogleYahooGreta ThunbergDavid SuzukiMichael BloombergDelta AirlinesBoeingExtraction Oil a GasCNX ResourcesCentennial Resources DevelopmentU.S. Life Expectancy