#hottakeoftheday

Episode #15: #hottakeover your commute


Listen Later


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.
...more
View all episodesView all episodes
Download on the App Store

#hottakeofthedayBy David Ramsden-Wood

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

136 ratings