Monday, August 2, 2021

Notes From All Over -- The Louisiana Edition -- August 2, 2021

Dividend announcements:

  • FANG: raises dividend to 45 cents.
  • CMCSA: unchanged. 
  • Baker Hughes: unchanged.
  • CLR: increases dividend from 11 cents to 15 cents.
  • Norfolk Southern: increases dividend to $1.09.
  • Suncor: unchanged.

Two CLR wells with huge jumps in production:

CLR August, 2021, presentation: pdf link here.

  • most interesting slide? Number 8 of 24.
NKLA:
  • NKLA produced zero vehicles and sold nothing during the quarter. What exactly are they “reporting” tomorrow?

Covid-19:

  • Baton Rouge, LA: largest hospital in the city is at capacity; no more beds left.
  • at some point everyone will test positive for Covid-19, one variant or another
  • public policy: vaccines don't matter; it's all about the masks.
    • vaccinated, not vaccinated: everyone's gotta wear "the mask"

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