Everything posted by skipmcgee
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Hey Oil Barons.......
Absolute bloodbath.
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Texas Recruiting Notes 2020
But what does it actually say?
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Hey Oil Barons.......
Fair enough. I guess its easy to forget that these things aren't quite so obvious to people who don't do this for a living.
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Hey Oil Barons.......
Blindsided that the Rice Bros won the proxy fight? They had two of the three proxy services (ISS and Egan-Jones) and the three largest active shareholders (T. Rowe Price, DE Shaw, and Kensico) all come out in support of their bid. I didn't expect the 80%+ support, but it seemed pretty damned obvious who would win.
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Hey Oil Barons.......
Probably the most thorough operational plan that I've ever seen from any activist. It'll be interesting to see if they can execute on it.
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Texas AD Chris Del Conte
Third best Jewish fraternity. So not great.
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Hey Oil Barons.......
Buffet is getting $10bn in 8% preferred stock plus what essentially amounts to $500mm+ in call options for free. He'll do just fine on this one.
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Hey Oil Barons.......
Well that was a hell of a day.
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Hey Oil Barons.......
Can confirm that Gossip Securities has been mandated as the exclusive financial advisors to the seller.
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Hey Oil Barons.......
Let's get this thread going again. Private DoublePoint Energy, backed by Apollo, GSO, Magnetar, and Quantum is reportedly on the market. Rumored asking price is $5.0bn. DoublePoint would join EnCap backed Felix Energy II and family owned Endeavor Energy Resources as the most substantial private Permian players up for sale. CNX, XEC, and CDEV each raised $500mm through debt offerings. It will be interesting to see what happens with QEP. They have a $8.75 per share (~16% premium to current trading price) offer on the table from Elliott Management, but it looks like management would rather sell off their Bakken and Permian assets separately to different strategics. The termination of the NGP backed SPAC, Vantage Energy's acquisition of QEP's Bakken assets for $1.65bn probably throws a wrench into that.
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2019 Texas Football Season - "#8 Go Fuck Yourself Bitch"
I think that was Andrew Fitzgerald, who no longer plays football at all.
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Texas Recruiting Notes 2020
- Jimbo 2019: The Only Tail Getting Busted is Candi's
Bush went to Yale. His library just happens to be on the aggy campus.- Texas recruiting notes 2019
According to 247, he spent his redshirt year at Okie St. before transferring to JuCo, so probably did qualify.- Texas Recruiting Notes 2020
What's up with the dildos on the shoulder pads?- Texas recruiting notes 2019
Does randy duke practice recruiting law?- Hey Oil Barons.......
WTI up north of 7%- Texas recruiting notes 2019
Quarter- Texas recruiting notes 2019
Players at the top of the class are weighted more, and they have Thibodeaux- Texas recruiting notes 2019
I think something about his status changed shortly before the week where he picked up Auburn, Tennessee, Miami, Texas, UGA, and Ole Miss offers.- Texas Recruiting Notes 2020
It's all about knowing how to play the game.- 2019 DE Jacoby Jones
- Texas recruiting notes 2019
Because USC always hires "USC Guys" (except for Carroll).- Texas recruiting notes 2019
Green to LSU?- Hey Oil Barons.......
Also, for those of you backing the hedge fund theory, WSJ has an article about one of the largest oil focused funds losing 20%. https://www.wsj.com/articles/oil-hedge-fund-giant-hammered-in-crudes-slide-1542292021 - Jimbo 2019: The Only Tail Getting Busted is Candi's
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