On a quest to find the most incompetent energy mgmt team #EFT / RT = Saves
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Joined December 2018
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BlueChipOil retweeted
Wow I hadn't paid attention but our distribution charge is up to 22.2c a kwh with seperate line items for Energy Efficiency, Renewable Energy and Distributed solar, Net Metering and Electric Vehicles. On top of 13.7c k supply we are at a cool 36c a kwh. Who is screaming about regulatory malfeasance here in Mass? 😂
And on top of that electrification is driving a lot of the spending on the distribution side lmao so that 9c includes a piece too from the GMP and ESMP
NGP never owned XTO
Generalists not understanding energy.
Investment Philosophy in Action
🔑 Counter-Cyclical Investing
NGP thrived by buying distressed assets during industry downturns and exiting during booms.
Example: XTO Energy
Acquired when natural gas was undervalued. NGP scaled operations during the shale boom. In 2010, XTO was sold to ExxonMobil for $41 billion.
🔑 Operational Partnerships
Hersh believed in aligning with operators to de-risk investments. NGP provided both capital and strategic guidance.
🔑 Geographic Diversification
NGP spread investments across U.S. basins, reducing exposure to regional risks.
BlueChipOil retweeted
every miami girl calling themselves a model no ur just unemployed with an instagram
After Hurricane Irma in 2017, FP&L got over half their customers online within a day and all of them within 10 days. 4.4 million lost power. Worse than Beryl, massive disruption of a large utility. This could all be mitigated with adequate investment.
newsroom.fpl.com/2017-09-22-…
Also a >$15,000 Rolex on his wrist
Guy won’t make it to Q4.
$ 7 million salary #Centerpoint CEO making a statement sitting in front of a thermostat displaying 70 degrees after telling us to leave ours on 76, while 1 million + Houstonians are sitting in the dark in 100 degree heat is diabolical work! @CenterPoint #CenterPointless
Who is buying this in NH for a 1 bed with $900/mo in HOA fees?
Makes me question my equity positions
Nominating this “guy” account as the worst one. Private banker pretending to have industry experience?
Absolutely not
BlueChipOil retweeted
The entire patriot league needs to be shut down and cut off from all federal backed student loans.
Bankrupting these kids for a no-name degree.
I couldn't imagine having a $2k a month student loan payment for 15 years to put one of these names at the top of my resume.
Formal motion to make today Jeff Skilling day in memoriam of his account deletion and place a tombstone with his twitter handle in Kelcy Warren Park
#RIP #GonebutNotForgotten #EFT
Zero chance this is $1bn bc they hired Greenhill and I forgot they had an energy team
Durango Midstream, an energy pipeline operator backed by Morgan Stanley Energy Partners, is preparing to launch a sale process in the coming months: rb.gy/il2wq
Ok so we can all agree Kimmeridge is a bottom tier activist fund?
Absolutely terrible move - never seen an activist pound for a large merger like this
Civitas Resources is nearing a deal to buy oil and gas operations from PE firm NGP for close to $5 bln, a move that will take Colorado-focused Civitas into the Permian basin. My latest: reuters.com/business/energy/… $CIVI #OOTT
OKE down 8%…not convinced this guy was ever buyside. The Chet / NoCap of EFT?? 🧢
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