DEP Update. Our golf outing is this Wednesday. We have a few open slots, so let us know if you want to play. On Friday we’ll be in Dallas and then returning again next week before heading up to OKC for meetings/group dinner on…
Brief note this Monday afternoon as we took time off this past weekend to participate poorly at a beer pong tournament at our son’s fraternity at the University of Virginia. Looking ahead, Q3 earnings kicks off this week as does the Permian Basin Oil…
DEP Random Items: Our Sunday night note comes one day early as tomorrow we’ll be goofing off at the Texans game and we don’t want any potential (probable) overindulgence to lead to a distribution error tomorrow evening. Next, a friendly reminder (and plea) to loyal readers who…
Upcoming Events: We’ll be conducting meetings in the DFW area Monday/Tuesday. We then drive one of the kiddos to college in North Carolina on Thursday with our drive eventually taking us to Pittsburgh for meetings the following Monday/Tuesday. If you are in Pittsburgh, let…
This past week we completed another Permian trip as we travelled west to attend a ChampionX open house featuring its recently acquired Scientific Aviation business (more below) while we also summarize a Marcellus frac site tour from two weeks ago. We return to the…
Upcoming Events: The DEP team will host a reception in Midland on August 9th along with small reception in Houston on August 12th. Next Sunday, we’ll recap a recent Marcellus trip where our team toured a low-emission electric fleet powered by gas genset technology. Permian…
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…
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…
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…