arm-and-hammer @gothamvalue

student Joined March 2024

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arm-and-hammer @gothamvalue

7 months ago

@trevor_rose_ Are there contracts today on your pipes that are below-market and you can reprice up to market levels

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@trevor_rose_ 1- Are you in active conversations to attach midstream infrastructure directly to data-center campuses? 2- As we approach what appears to be a plateau and eventual decline in US shale oil volumes what percentage of crude oil's current applications can be substituted by NGLs?

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arm-and-hammer @gothamvalue

9 months ago

@MasaSonCap @GenoTelecom @NothingBurger16 @mikeddano @TMobile I've heard the 'pipeline for AI' angle but not smart on this at all. Do you have a view on this? I look at all this fiber spend and wonder is the bet that they become a toll road for AI data traffic. Are we talking about them signing actual capacity deals with the hyperscalers?

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arm-and-hammer @gothamvalue

a year ago

@BubleQe @arcresources Curious does this conservative rough math make sense? 1,400mmcfpd x 365d x $7/mcf = $3.6b in revenue p.a. 25% of nat gas prod at $7-8 intl pricing plus the co has a low 10s fcf mgn So $2.5b x 10% x 25% = $90m in fcf fixed for many years

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arm-and-hammer @gothamvalue

a year ago

@SheDrills @PermianExpat @chigrl 960k-ish orphan wells in the usa each costing $70k to plug/restore, that's almost $70b s: hartenergy.com/exclusives/exc…

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arm-and-hammer @gothamvalue

2 years ago

@ShanuMathew93 Source?

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arm-and-hammer @gothamvalue

2 years ago

@ShanuMathew93 @RichardMeyerDC I’m sorry if it’s a stupid q. I don’t get it. Pipes will directly feed gas to dcs? I don’t see how that works.

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arm-and-hammer @gothamvalue

2 years ago

@DividendDude_X @maceskridge NVDA has it beat

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arm-and-hammer @gothamvalue

2 years ago

@SergioChapa Don’t quite understand the math here?

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arm-and-hammer @gothamvalue

2 years ago

@JamieHeard5 Seeing some whispers of l-t ai spend overinflated. Think gas figures are realistic long-term?

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arm-and-hammer @gothamvalue

2 years ago

@BubleQe @geo_fed besides mgmt what’s the advantage of tou over arc? essentially, what’s the thesis difference

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arm-and-hammer @gothamvalue

2 years ago

@RealPeterLinder @Tyler44493029 @garquake How could one quantify the value of their carbon capture? Really interested in this!

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arm-and-hammer @gothamvalue

2 years ago

@BubleQe what's your thesis on $tou.to and thoughts on them getting a premium price on their natgas?

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arm-and-hammer @gothamvalue

2 years ago

@BubleQe @_NETPower curious, why do you say integration is so important? I think I heard mike rose say the same.

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arm-and-hammer @gothamvalue

2 years ago

@JamieHeard5 do you think there will be a supply deficit that Canada can backfill. why are some so convinced that the US is no where near full capacity and can expand production massively, and why are they incorrect?

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arm-and-hammer @gothamvalue

2 years ago

@a4_alpha @scriver_barry thanks for your thoughts. student of m&a curious on how a real banker might pitch this and what specific considerations go into saying this is a t-o target. trying to replicate their work and learn as much as I can. do you have a view on what premium cenovus might pay on this?