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HoustonFrog

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Everything posted by HoustonFrog

  1. I thought it was a masterpiece and I’m not a QT person at all. I don’t really care for his stuff.
  2. Colts and Titans both improved. Chiefs and Ravens improved. Patriots losing TB is nice. I’ll be shocked if we make playoffs
  3. Thought it was pretty good and enjoyable. The episode where it got all serious with the open marriage (7?) was dumb.
  4. Looks like it will track east into Louisiana... assuming Houston won’t see much
  5. Pay them a lot more, require a degree at minimum. Make it comparable to tech, engineering, banking.
  6. Believe he’s pushing for Tenet to be the first major release post-quarantine. It will suffer at the box office regardless but probably better than putting on the shelf until late 2020
  7. Pretty much ranked as the worst offseason in the entire NFL by everyone. BoB has turned this into the worst run franchise in the nation, taking the Bengals and Redskins throne
  8. Yeah they just need to play. It’s unbelievable to me that MLB and especially NBA are fucking around and not planning on playing starting June 1 What have these people been doing for 2 1/2 months?
  9. Hah they would probably like to.
  10. I’m slightly skeptical on whether the finance side will have learned their lesson when things come back around. I read an internal report yesterday and was just astonished by what some of my colleagues think of basins and management teams. Granted I’ve been the pessimist on the team for the past six months. Walk this thing back four months and two of the deals we brought were just absurdly stupid, thankfully they got killed just in time. I mean one of them was a new iteration of a portCo and their plan was to immediately take the RBL, drill as quickly as possible and be at 80-90% utilization within a year. Why the fuck are you doing that? Why not drill at a moderate pace and utilize 50%? I was consistently told these guys were top management with xyz background... morons. Another client unfortunately did this exact thing a year ago... guess what dipshits, your BB is getting cut 20% and you’re in a deficiency. Just totally unnecessary. Also - it’s quite remarkable how once these companies stop drilling their EBITDA craters within 6-12 months. Doesn’t seem to follow the type curves I was shown the past two years. Have to wonder if they were forced to not drill for the next 2-4 years if the cash flow would actually pay back the debt. I doubt it. It has all the makings of a complex ponzi.
  11. I’m slightly skeptical on whether the finance side will have learned their lesson when things come back around. I read an internal report yesterday and was just astonished by what some of my colleagues think of basins and management teams. Granted I’ve been the pessimist on the team for the past six months. Walk this thing back four months and two of the deals we brought were just absurdly stupid, thankfully they got killed just in time. I mean one of them was a new iteration of a portCo and their plan was to immediately take the RBL, drill as quickly as possible and be at 80-90% utilization within a year. Why the fuck are you doing that? Why not drill at a moderate pace and utilize 50%? I was consistently told these guys were top management with xyz background... morons. Another client unfortunately did this exact thing a year ago... guess what dipshits, your BB is getting cut 20% and you’re in a deficiency. Just totally unnecessary. Also - it’s quite remarkable how once these companies stop drilling their EBITDA craters within 6-12 months. Doesn’t seem to follow the type curves I was shown the past two years. Have to wonder if they were forced to not drill for the next 2-4 years if the cash flow would actually pay back the debt. I doubt it. It has all the makings of a complex ponzi.
  12. If it’s a shale horizontal well - get yourself a big cement truck(s), and fill it until full. Then run away and act like it never happened
  13. I’ll be honest - thought it sucked. 13 final episodes need to be jam packed. That finale was borderline boring and the final fight was dumb. One unexpecting guy killing six guys who are very well armed and trained? Come on. It would have been fine if Lalo had bolted after the escape tunnel, but him coming back and then blindly shooting a machine gun 70 yards down a tunnel was absurd. Biggest issue was just how little happened. We wasted so much time on random shit... what was the purpose of Kim choosing case files? And the entire Howard thing is weird. Anyways - loved most of the scenes in Mexico. Lalo, Nacho, Don Eladio are awesome... especially Lalo, he wins every scene.
  14. Perfect summary
  15. Shouldn’t be surprised by this. Further out the price hasn’t changed much. Not good but not quite as bad as it seems. I mean this is the end for many many shitcos, but the better people will survive
  16. Same makeup artist as Johnny Depp in Black Mass it seems. Look nearly identical
  17. Yeah I’d buy Exxon and Chevron at this point.
  18. New to the series. Probably done with it. Ben was awful. Painful that half of the season revolves around his entirely predictable un-predictable actions. Lame plot device, his only purpose was to mess things up to add plot and give Wendy more emotion. Theres plenty to work with using Helen, Snells, Cosgrove, FBI, Cartel. Didn’t need to pull in a mentally unstable person just to shake things up.
  19. HoustonFrog replied to Kyle's topic in Movies and TV
    I think it’s obvious she changed the will illegally post disappearance. However she could have changed it just to access money more quickly, doesn’t necessarily mean she killed him.
  20. Yeah that’s the strategy/competition part of banking... but you have to try and do what’s right even if you know another bank will jump on the opportunity. It’s a tough like to draw. You also have one bank that owns the market.... and is showing to be a shitty admin and has a disproportionate share in driving the finance side of this thing into the ground. COVID19 is certainly a game changer when mixed with the supply side issues.
  21. FYI that wasn’t true.... debunked
  22. LLOG is my favorite group in the space Sent from my iPhone using Tapatalk
Football ... Basketball ... Baseball ... Other Sports ... Futbol ... 🤫995🤫 ... Gambling ... Movies & TV ... Music ... Hobbies ... Lulz ... Food & Travel ... Daily Texan ... Business & Markets ... Cloak Room ... Help ... For Sale ... Board Discussion ... Advertise... Tailgate Donations

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