Sunday, August 13, 2023

ARM IPO To Be Tracked Here

Locator: 45447TECH.

Getting ready for ARM.

  • from earlier this week:
  • and:
  • today, from Reuters; I don't know how this works, whether it occurs before the IPO or after; I assume SoftBank is trying to close this before the IPO?

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Investing -- Rambling -- ARM -- GQG Fund Adds Tech -- August 13, 2023 -- IN PROGRESS

Locator: 45446TECH.

Getting ready for ARM.
  • from earlier this week:
  • and:
  • today, from Reuters; I don't know how this works, whether it occurs before the IPO or after; I assume SoftBank is trying to close this before the IPO?

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More

Most anticipated investing story this coming week? Warren Buffett's BRK quarterly SEC filing.
  • will be released Monday, August 14, 2023.
  • it's hard to believe that one investor owns 24% of an oil company the size of OXY; amazing.
  • biggest question: did Buffett sell PARA; my hunch, he did not; having said that, lousy stock in a lousy sector; have no idea what he was thinking, though I have my thoughts.
Laser-focused on dividends:
  • no need to add further comments to this article on KMI -- 6.4% dividend
  • OXY: 1.09% dividend
Pipelines: should be added to the "utilities" bucket. 
  • pipelines will grow assets only by acquisitions; new pipelines "dead'
  • shares pretty much reflect demand for product being shipped
  • does that make KMI nothing more than a "utility"?
KMI: 

KMI: ticker, max:


AMAZON, AAPL, Nvidia, link here. GQG Partners, Fort Lauderdale, Florida:
  • adds to its positions in the "magnificent seven megacap stocks:

NEW YORK, Aug 11 (Reuters) - Australia-listed investment firm GQG Partners added more shares of Nvidia Corp in the second quarter, ending June with $5.9 billion invested in the chipmaker, according to regulatory filings on Friday.

Shares in Nvidia are up roughly 180% year to date and reached $1 trillion in market capitalization, amid excitement over advancements in artificial intelligence.

GQG held 13.9 million shares of Nvidia at the end of June, or 5.7 million more than it did on March 31.

The firm also built a new position in Amazon.com Inc of roughly $2 billion, besides increasing existing positions in some of the other so-called "magnificent seven" megacap stocks": Alphabet Inc, Apple Inc and Microsoft Corp.

a 
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Covid-19 -- Update -- August 13, 2023

Locator: 45445COVID.

Current circulating variant and variant of interest. Link here. Vaccine update, August 14,2023: link here.

Periodically, folks should go back and re-read the history of the Covid-19 pandemic, starting with a short overview, such as that posted by wiki. It really was an amazing time. 

Wuhan flu. The blog.  Coronavirus: statistics.     Seasonal flu: CDC.  

The data at this page can no longer be accurate. So many folks in the US are taking their own tests at home and not reporting results to anyone or anywhere. But it's all we have. Most recently:

Ranked by new cases, of the top eleven, note which countries did not make the top ten list:

For those who did not notice, keep reading.

And then this headline, 


The following chart from MMWR keeps moving to the right, so it won't be too long before the data from 2019 starts to disappear at the MMWR site:

The graph I find most remarkable, link here:

And, now, from today: 


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My Covid-19 Library

The Genetics Of Corona Virus, link here. 

Breathless: The Scientific Race to Defeat a Deadly Virus, David Quammen, 2022. Link here.

Spike: The Virus vs. The People - the Inside Story – Sage Scientist’s Revelatory Covid Memoir -- Jeremy Farrar -- October 15, 2022. Link here.

Apollo's Arrow: The Profound and Enduring Impact of Coronavirus on the Way We Live, Nicholas A. Christakis, c. 2020. 614.5924CHR. Link here.

Wuhan Diary: Dispatches from a Quarantined City, Fang Fang, translated by Michael Berry, c. 2020. 614.5924FAN.

Covid-19: The Pandemic That Never Should Have Happened And How To Stop The Next One, Debora MacKenzie, c. 2020.  614.5924MAC. Credentials: a journalist, with history of "working as a biomedical researcher. Book jacket does not say what her degree was in and where she got her degree.

The Premonition: A Pandemic Story, Michael Lewis, c. 2021. 614.5924LEW. Credentials: best-selling author, to include: The Fifth Risk; Moneyball; Liar's Poker; The Big Short.

Fifth Risk: written during the first half of the Trump administration, The Fifth Risk framed the federal government as a manager of a portfolio of existential risks; natural disasters, nuclear weapons, financial panics, hostile foreigners, energy security, food security, and on and on and on. [He could have included other risks: loss of free speech; loss of rights to own guns; loss of right to privacy and on and on and on.]
This, Premonition, may be one of the most interesting of the lot. Told by a great story-teller. No index. Will have to find out for myself his thoughts on Fauci and gain-of-function. Later: review over at The [London] Guardian. Less than impressed. I agree. Explains why Trump did not fire Fauci: he did not have that authority.
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Initial Production Data For Wells Coming Off Confidential List This Next Week -- August 13, 2023

Locator: 45444B.

  • 39448, conf, CLR, Edward 8-23H1, Little Knife, no production data,
  • 39449, conf, CLR, Edward 9-23H1, Little Knife, no production data,
  • 37931, conf, BR, Parrish 3B MBH, Pershing, no production data,
  • 35467, conf, Oasis, MHA 6-27-26H-150-92, Van Hook, 

DateOil RunsMCF Sold
6-202384621208
5-202362532804
4-2023151936424
3-20232384011349

  • 39450, conf, CLR, Edward 10-23H, Little Knife, no production data,
  • 38995, conf, Hess, TI-Stenback-158-95-2526H-10, Tioga, 

DateOil RunsMCF Sold
6-202320301737
5-2023780371
4-202317839

  • 38904, conf, Enerplus, MC-Kudrna 144-95-10-3-3H, Murphy Creek, 

DateOil RunsMCF Sold
6-2023122277277
5-2023118557480
4-20231923610464
3-2023152836653
2-202394013282

  • 39555, conf, Neptune Operating, Gibbins 11-2 2H, Painted Woods, 

DateOil RunsMCF Sold
6-2023240750
5-2023245150

  • 39451, conf, CLR, Edward 11-23H1, Little Knife, no production data,
  • 37881, conf, BR, Kermit 1-8-32UTFH, Pershing, no production data,
  • 39554, conf, Neptune Operating, Gibbins 11-2 3H, Painted Woods, 

DateOil RunsMCF Sold
6-2023230760
5-2023238890

38903, conf, Enerplus, MC-Kudrna 144-95-10-3-2H, Murphy Creek, 

DateOil RunsMCF Sold
6-2023105886659
5-2023123976937
4-2023149148564
3-2023152018661
2-202337311326

  • 37880, conf, BR, Rink 2-1-5UTFH, Pershing, no production data,
  • 35470, conf, Oasis, MHA 1-29-30H-150-92, Van Hook, 

DateOil RunsMCF Sold
6-202351021034
5-20232759916097
4-20233675920737
3-20233844823450
2-2023206288858

  • 39553, conf, Neptune Operating, Gibbins LE 11-2 1H, Painted Woods, 

DateOil RunsMCF Sold
6-2023237740
5-2023220330

  • 39452, conf, CLR, Edward 12-23HSL, Little Knife, no production data,
  • 37879, conf, BR, Kermit 1-8-32MBH, Pershing, no production data,
  • 37878, conf, BR, Rink 1-1-5MB, Pershing, no production data,
  • 38945, conf, Hess, BW-Rolfson-151-98-2116H-12, Sivertson,

DateOil RunsMCF Sold
6-20232340073306
5-20232788074744
4-20232547270729
3-20233326570728
2-20232470114578

  • 39571, conf, Challenger Point Energy, Jacobsen 11-6, Woburn, no production data,
  • 39491, conf, Kraken, Ricky-Lee LE 18-7-6- 11H, Squires, no production data,
  • 38905, conf, Enerplus, MC-Kudrna 144-95-10-3-4H, Murphy Creek,

DateOil RunsMCF Sold
6-2023128218408
5-2023163129743
4-202393575324
3-20231947411072
2-2023176757653

  • 39492, conf, Kraken, Anseth LW 20-29-32-12H, Squires, no production data,
  • 39454, conf, CLR, Edward 2-23HSL1, Little Knife, no production data,

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Wells Coming Off Confidential List This Next Week -- August 13, 2023

Locator: 45443B.

Wednesday, August 23, 2023: 42 for the month; 244 for the quarter, 489 for the year
39448, conf, CLR, Edward 8-23H1, 

Tuesday, August 22, 2023: 41 for the month; 243 for the quarter, 488 for the year
None.

Monday, August 21, 2023: 41 for the month; 243 for the quarter, 488 for the year
39449, conf, CLR, Edward 9-23H1, 
37931, conf, BR, Parrish 3B MBH,
35467, conf, Oasis, MHA 6-27-26H-150-92,

Sunday, August 20, 2023: 38 for the month; 240 for the quarter, 485 for the year
39450, conf, CLR, Edward 10-23H,
38995, conf, Hess, TI-Stenback-158-95-2526H-10,
38904, conf, Enerplus, MC-Kudrna 144-95-10-3-3H,

Saturday, August 19, 2023: 35 for the month; 237 for the quarter, 482 for the year
None.

Friday, August 18, 2023: 35 for the month; 237 for the quarter, 482 for the year
39555, conf, Neptune Operating, Gibbins 11-2 2H,
39451, conf, CLR, Edward 11-23H1,
37881, conf, BR, Kermit 1-8-32UTFH,

Thursday, August 17, 2023: 32 for the month; 234 for the quarter, 479 for the year
39554, conf, Neptune Operating, Gibbins 11-2 3H,
38903, conf, Enerplus, MC-Kudrna 144-95-10-3-2H,
37880, conf, BR, Rink 2-1-5UTFH,
35470, conf, Oasis, MHA 1-29-30H-150-92,

Wednesday, August 16, 2023: 28 for the month; 230 for the quarter, 475 for the year
39553, conf, Neptune Operating, Gibbins LE 11-2 1H,
39452, conf, CLR, Edward 12-23HSL,
37879, conf, BR, Kermit 1-8-32MBH,

Tuesday, August 15, 2023: 25 for the month; 227 for the quarter, 482 for the year
37878, conf, BR, Rink 1-1-5MBH,

Monday, August 14, 2023: 24 for the month; 226 for the quarter, 481 for the year
38945, conf, Hess, BW-Rolfson-151-98-2116H-12, 

Sunday, August 13, 2023: 23 for the month; 225 for the quarter, 480 for the year
39571, conf, Challenger Point Energy, Jacobsen 11-6, 
39491, conf, Kraken, Ricky-Lee LE 18-7-6- 11H, 
38905, conf, Enerplus, MC-Kudrna 144-95-10-3-4H,

Saturday, August 12, 2023: 20 for the month; 222 for the quarter, 477 for the yea
39492, conf, Kraken, Anseth LW 20-29-32-12H, 
39454, conf, CLR, Edward 2-23HSL1, 

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