6 Comments

Hello Sir. I did subscribe recently and this is my first comment after reading the first article.

Expand full comment

That said i plan to take a take a good look at AMPY shortly. I have couple of energy stocks, tho OXY is my only OG play.

Expand full comment

Nice write-up. One item of note. The oil hedge position is approximately 210,000bbl/month in 2022. With Beta down, production is a little less than 200,000. Amplify therefore effectively has a short position of 10,000 barrels per month. Not a huge number in the grand scheme of things but not something you see every day.

Expand full comment

𝑻𝒉𝒂𝒏𝒌 𝒚𝒐𝒖 𝒇𝒐𝒓 𝒚𝒐𝒖𝒓 𝒇𝒆𝒆𝒅𝒃𝒂𝒄𝒌, 𝒇𝒐𝒓 𝒎𝒐𝒓𝒆 𝒊𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒐𝒏 𝒉𝒐𝒘 𝒕𝒐 𝒃𝒆 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒇𝒖𝒍 ,𝑾𝑯'𝑨𝑻'𝑺'𝑨𝑷'𝑷 𝑴𝑬 十

+•1•27=2•2=8•=1=••0=••77=••5=•√•✔️✔️✔️✔***

Expand full comment

Awesome update write up very interesting. After doing some digging myself I've found a article by Voice of OC( I haven't heard of them myself before researching) talking about Beta. Basically, it says that the actual rigs and platform have had operating errors, workplace in-perfections, and just negative things about them.I wanted to get your take on this.

https://voiceofoc.org/2021/11/pipeline-operator-had-problems-with-shut-down-valves-pressure-sensors-in-years-leading-up-to-oil-spill/

Expand full comment

𝑻𝒉𝒂𝒏𝒌 𝒚𝒐𝒖 𝒇𝒐𝒓 𝒚𝒐𝒖𝒓 𝒇𝒆𝒆𝒅𝒃𝒂𝒄𝒌, 𝒇𝒐𝒓 𝒎𝒐𝒓𝒆 𝒊𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒐𝒏 𝒉𝒐𝒘 𝒕𝒐 𝒃𝒆 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒇𝒖𝒍 ,𝑾𝑯'𝑨𝑻'𝑺'𝑨𝑷'𝑷 𝑴𝑬 十

+•1•27=2•2=8•=1=••0=••77=••5=•√•✔️✔️✔️✔***

Expand full comment