hey slick
37% shorted on aut yesterday..maybe some texans are listening to me..
pipelines are really interesting.. they look to be a while off
dewitt looks to be way ahead of karnes and live oak
trucks are at capacity,, as most can only do 3 trips to corpus, 3 hours to get there, good question though.
i think as wells go in, the ability to deal with oil will be a huge problem.. its evident that things are way out of contol now
wells are going in with zero experienced crews
things are going nuts on the leasing side and leases are expiring with no wells drilled
its a case of all operators seeing lease owners not signing as they see problems
some efs wells there in the karnes dewitt region are real bad.. as operators see crews screw up.. not a case of all operations going smooth at all
imho be wary of stories being told.. if your not an operator you have zero control on what may happen on the ground..
keep an eye on aussie small caps whom are operating and also going for vertical oil.. really a brillint startegy,, you will see why soon imho
keep safe!!
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