Member Info for Yoghurt

Come on Dave came in. Thank you to whomever mentioned it as it returned me 4/1

hTTps://www.bloomberg.com/news/articles/2019-07-12/cracks-show-in-the-permian-s-promise-as-shale-producers-retrench

“Companies...spent 120-130% of...cash flow never generating positive cash flow or earnings. Just when we get progress, managements ...start spending capital in an undisciplined manner.”--Janus Henderson

DW, Cheer yourself up fella from the Cricket news and get yourself half way to your bonus with the release of the FO details.
You know it makes sense.

f me. what is going on here today? Phron, we have not discovered over 4BN bbls....yet!

'just stating the obvious' ' the previous ventures have flopped'

What are you even talking about? You clearly don't understand the story to date or early small exploration company strategies.

Dave, do you remember this old Genesis track?
https://www.youtube.com/watch?v=veUKfoa5hIg

Does anyone think any conversations occurred at yesterdays Echo event that would give anyone some reassurance about the Sound Energy story? - Wondering if investors there had indicated a nervousness regards Echo after the debacle here - and any members of that presentation team indicate a watch this space aspect to Sound Energy?

Oh come on Irene (there is a song there I think)
Is it not true to say that money can be made on good and bad companies? A. Yes it is true.
This is not a bad company IMO but since you follow it so intensely even you can surely see that even if you think it is bad you could make money from here on the ride into SWP spud. So why do you put a sock in it and just buy some and do one?

WDKWWDK but IWWTBOOTOTW

Lol

PS GLA & ATB

WDKWWDK but IWWTBOOTOTW

Lol

He is a great source for distilled visual of the market.
Only COP getting it right at the moment....

hTTps://twitter.com/aeberman12/status/1144234644054978560?s=20

Brom, From past experience like Winx (in reverse) and other FOs in alaska - What is your gut feel for DOG visibility of working interest applications online etc?

We are still in June but does the longer this continues bring unconventional into play alongside conventional for a single larger player? Hypothetical... but I for one would be happy for an extension that had a wrapping up of both FO programs.

“Europe sold oil this morning on a stronger dollar, & now US is buying...on more stimulus expectations.’’
--Giovanni Staunovo, UBS AG

Thanks Brom, that is what I had wondered with regard to the info on the actual best pieces of the fairway alluded to in the recent update.... I hadn't looked in here very much since last years DW presentation in the dungeon of that noisy pub thinking it was going to go quiet in FO talks and wondered if I had missed anything. I'd recalled the odd splits in some of the acreage from the presentation cartoons in the past and since the new information would have possibly been counter to PB initial thinking of possible fairway had wondered if we as a result had now a dominant acreage play in the splits with Burgundy - second place now being first if that makes sense?
I'm watching the GBP stuff playout as I was always a panr holder too but they don't say anything in recent comms about HRZ, it is all Brookian. Hopefully they catch up with 88e on the unconventional and 88e catch up with them on conventional.

Alaska is where it is at.

Do we know if it is us or Burgundy (or still a mix of both) that now has the dominant acreage for HRZ no that they know...

'The expansive leasing strategy employed by the Joint Venture means that the majority of the revised fairway for the play remains captured within the Project Icewine leasehold, with greater than 50% of the acres under lease considered prospective'

He sounded upbeat on the pending Sol result announcement.
Early days and not reading too much into it apart from if we had bad news we would of had it already.
Back to 15p+ on a + sol result on sentiment alone.

Can we send someone to perform some undercover recon into the current deal status - maybe by hiding in Dave's beard for a day?

Spring interview...We are not a company looking to wrap up shop by the end of the year or anything, we have got longer term plans than that. There is a couple of years before we may be able to monetize one or more of the assets and realize significant shareholder value but there should be significant value add events along the way as well.

DW 'We are a risk taking company that is what we do, we do this by intention because it means we will take hits along the way but when we do get a hit all of the pain will have been worth it.'