Permian Observations. We had the pleasure of returning to the Permian once again with this trip marking the 113th night we have stayed at a Hilton properties YTD (not all work related, however). On this field visit, we caught up with contacts in multiple segments,…
We have returned from another road trip, albeit an abbreviated one as we did a quick three-day Fort Worth / Oklahoma City tour. Observations captured below. Tomorrow we drive to Midland where we will be all week doing company updates and field tours. We…
We hope everyone had a happy and relaxing 4th of July weekend. This week the DEP team hits the road again with members of the team heading to Dallas on Wednesday/Thursday. Next week, we return to Fort Worth and then up to Oklahoma as we…
Happy Father’s Day to all the Dad’s out there. Busy week last week as the DEP team divided and conquered with Partners hitting equipment tours, analyst days and golf outings. This week we’ll be in Houston for meetings Monday/Tuesday/Wed morn before heading to Pittsburgh…
Back from a week in Midland. The good news is our enthusiasm is rising as numerous discussions point to higher activity while service cost discussions featured prominently in every meeting. We elaborate below. Looking forward, our team will divide and conquer this week. Research…
The DEP father/son research team just arrived in Midland where we will spend this week as young Trevor kicks off his first summer internship. Let us know if you are open for a quick visit. Importantly, we will host a small reception on Thursday…
DEP Upcoming Events. We will host a reception in Midland on June 10th. Email us if interested. Members of the DEP team will be in Denver on June 16-17th. Let us know if we can buy you coffee or beer. We prefer the latter. Also,…
Relatively quiet week, thus a relatively short note this weekend. DEP Upcoming Events/Travels. Tuesday/Wednesday – East Texas/Bossier City. Attending an OFS auction and hosting a small group dinner for anyone in town. Thursday (5/27) – Welcome reception in Houston for our new team members. …
We have returned from a three-day jaunt to the Permian/Fort Worth. Observations below. This week we stay in Houston for company update calls. Next week the research team heads to Bossier City while the sales team heads to Whistling Straits. Life’s not fair. Near-term…