Texas Tea 123

They all suck from a superficial perspective :lol:

Alabama looking a lot better than the other two these days

But boy what a tough region..

Think it's close enough that the tie break is just wherever your friends & family are

Haynesville has higher break evens, in general, but the wells are gigantic. That makes it the most price-sensitive source of gas. When gas hits $4, you'll see the Haynesville start moving. Otherwise it's fairly measured growth.

Flock cameras helped find my stolen car within 12 hours and get it back to me, fwiw

The major tragedy of it all IMO is that back the 90s / early 2000s, there would be a distinct regional or local flavor to teams. All gone now. Soccer for instance, in Houston, you'd have small/mid size local clubs representing areas like the inner city, Woodlands, Kingwood/Humble/Atascocita, Klein, Cy Fair, Katy, West U, Sugar Land, etc. Each would field a few teams for each age group and the top team would be highly competitive.

Some of these local / regional clubs would gather all the best players largely from a few large high schools. So everyone would know each other, grew up with each other, etc. Was fun. Get to know the competitors as well as you see them in the high school circuit. Now you have these mega clubs with 10 teams for each age group, each team representing 10 different parts of the city / schools

Now you have five mega clubs with facilities all over the city, grabbing kids from all over the city. Sucks. Many time the top level team doesn't allow you to play high school soccer.

You can't AI your way out of the energy that AI needs...

Natural gas, electricity, etc

All these guys are just pump & dumpers..

Plentiful high-paying jobs pretty near the top of the list IMO

I think a lot of it is downstream of that

Couple thoughts

1) University of Texas and Texas A&M are becoming near impossible to get into for "normal Texas kids", largely due to Texas population growth. What used to be "top 10% auto into UT, top 20% A&M", has now turned into something like "top 4% into UT, top 6-8% into A&M". That top +/- 5% is reserved for i) truly truly talented kids and ii) kids with no lives outside of studying / parental pressure (yes, largely Asian demographic here)

2) Northerners coming south as all of the private liberal arts colleges are reaching tuition levels that are simply untenable given what jobs the students are getting (or put a better way, not getting) -- these folks head south to a variety of colleges; cheaper, better "college experience", same type of jobs available

Took them a little over a year to reach total depth. Have not completed the well yet so no production. This is the site of an old well that had downhole complications and was ultimately shut in - years going through insurance to recoup money; got a lifeline from the billionaire Moncrief family to drill this new one, easily over $100mm and likely over $200mm, approaching $300mm, when it's all said and done.

Publicly traded (highly illiquid) GULTU owns a 5% overriding royalty interest in this well and other prospects. History of all this is very interesting if you have the time. Freeport / Jim Bob Moffett origins

Nice guy that runs a clean program. LSU an absolutely terrible fit.

I mean how much can you sell it for? Most important detail..