spec machine
2 días hace
Spring reboot and realignment
I’m still keeping my eye out for $$$ movement in the GOA upstream sector but nothing notable yet
On a personal note, I have been given a new lease on life (well, maybe that’s a bit over the top, LOL)
But yeah, a little heart surgery and some high tech medical stuff with a ZAP to get the party started again ….
Feels like a reboot!
Just like always, spec will be there with the bright white light of truth to shine on the scammers and liars
The minute the catfish was revealed to be a deliberate, targeted, con, the probability of a “getaway without consequences” was reduced to ZERO
Elon’s work in uncovering fraud was described today as “darkly hilarious”
The fraud and manipulation that I experienced can be similarly described and I think there are probably a few investors here who would like to know what the true motive behind it is
spec2
spec machine
3 semanas hace
WTI still under $70 and that’s already risk-adjusted for the background rumbling about a “window of opportunity” to take out Iran’s nuclear capabilities
Still, the current support for USA energy is a rising tide for the entire sector, it will thrive with more stability and less interference from government
It took a little while and some experienced people to put my catfish/manipulation incident in the proper perspective
No question that it was 100% fake, any sprinkling of truth was poisoned by a fraudulent setting
I should get a ghost writer, it’s a wild story
I’ve lived a life full of amazing adventures and a few “rock star” level jobs, but even I thought it was crazy how intense the “crush” displayed, LOL
I was thinking “wow, this handsome pirate still has it!”
Obviously I do, she needed it and had to trick someone into giving her the attention she wasn’t able to get from anyone else
GLTA in this turbulent world, things are really looking up in many ways and a new direction was certainly needed
Cheers
spec
PS
This podcast mirrors some of the core elements of the incident exactly
spec machine
4 semanas hace
TGIFriday from the philosopher’s woodshop
===============
With the boundless opportunities of modern civilization at our fingertips
Having attained a greater realization of true sustainability and striving toward that goal
Tantalizing views from our spacecraft and probes to other planets and moons in our solar system
Brought to our eyes by an amazing device in the palm of our hand
Sequencing genes to cure disease, defeat cancer, end hunger
How advanced we have become, such a long trek from the primordial goo
Now comes a stabbing pain to the heart and soul
To realize that our "now" is beset, nay dominated, by the immorality of corruption, subjugation, and genocide
Hope and optimism lay bludgeoned and bleeding in ICU
Why?
Why are we here?
from - "my short career as a poet philosopher" by spec machine
spec machine
4 semanas hace
I’m repairing what I am able to mend and the sun is shining brighter each day
I am appreciative of the kind words regarding my contributions to our discussions here
I’m fully aware that this forum is a tiny, tiny space
Back in the heaviest activity days, maybe 100-150 reads each day, a dozen posters max
So, I find it incredibly odd and suspicious that, out of the blue, I get hit on
Like full bore hit on
The bulk of that is OT here but the manipulation has relevance
It’ll get figured out
Cheers
spec
https://x.com/spec2me2?s=21&t=aiB0YMnkH_BChmkldd0Q7w
spec machine
2 meses hace
I am destroyed
I will maintain a much reduced level of interest/posting here but my personal life has taken a devastating hit
I have many questions about what happened to me and no answers yet, just suspicions
It’s off topic here so I have nothing to add here
I have been reading and posting about stocks, politics, science, nature, and the joys of life for nearly two decades here
An old hippie spreading peace and love
Now my heart is cold as stone
Hanging by a thread and sand has been stolen from my hourglass
But I still have a voice
Friends can always message me, I am thankful for the support I have already received
Peace
spec
spec machine
2 meses hace
WTI mid $70's as Commodity traders revalue crude markets in an ever shifting mix of unprecedented variables
Subsea sabotage, increasing targeting of energy infrastructure, brand new and untested policy changes in drilling leases
Gulf of America drilling is at a depressed low but shale is quicker to first oil, hard to tell where and when new money will flow into the upstream sector
Global geopolitics is a huge variable but one rock bottom fact exists - we will need new oil
Cheers
spec
PS - I gotta laugh about that other shit, this old lion has aged well so any "private info" would probably bring a round of applause from my friends that haven't seen me at the "no tan lines" beach in a couple decades (old hippie), got nothing to worry about and did nothing wrong
The main issue (because it was about the board and my integrity) was that I needed to be transparent in the accuracy of my viewpoints after realizing that my own confidence in them had taken a hard hit
That's the important part to me, the rest of the BS is just a reminder to use protection from all forms of evil and disease in today's sick world
Stay well 😎
spec machine
3 meses hace
No problem, I do have my long-standing opinion that the business plan, the prospects presented, and the team assembled for the first drilling campaign, were all of a caliber that gave the operation a very reasonable risk/reward balance
It wasn’t the greatest expression of that opinion, but my sentence (fragment) “Plans for the future that include GulfSlope” ….. was my answer to my question
A better way to say it might have been -
I really think they performed in a manner that they can be proud of
Even though it fell short on results, it was a well reasoned and skillful performance
Covid and politically weaponized policies effectively shut down everything that didn’t have a positive cash flow or a war chest of cash for the lean times
During that span of time, their choice was to minimize cash burn and hunker down other than the efforts toward M&A with suitable opportunities
The wars that escalate weekly, including sabotage and attacks on civilian merchant shipping have dramatically altered the markets for EVERYTHING
Change is normal, but the swiftness, breadth, and magnitude of these changes in our global civilization are truly breathtaking
—-
WTI drifting upward through the mid $70’s as unelected cabinet members shred and burn down our United States of America
Yeah, I still think they’re (GSPE) trying but daaaaymm things are seriously messed up right now
That said, the US economy is still fairly robust, mostly because our ability and willingness to create more $$$ M2 as well as the inherent advantages of being the dominant reserve currency (now being challenged more than ever)
I think we’re going to bounce
I think drilling is going to be doing well in our oil patches, especially in the Gulf of America (I’ll call it whatever I want), for a long time
If there’s a chance for GulfSlope to get a drilling campaign funded (or any related business endeavor)…. It’s really handy to have a registered and qualified company, a ticker all ready to go (after getting current with SEC filings, audits, etc), and a big chunk of expertise on tap
I wax philosophical, and I am very optimistic (it might not be evident in some of the gloomy points I mentioned)
Happy Hippie in the Hills
spec
😎🇺🇸
spec machine
3 meses hace
Yeah, I think the only way it has value is if they carry forward with the data collected and (mostly”stale”) processed seismic
Of all the prospects, there were several substantial “estimates”
The modeled data was enough to secure the funds to drill the first round
So close I could taste it ….. ewww
That was before the toxic market of “war on fossil fuels” with the hidden financial blackballing
So the prospects still exist, enough data to show core potential, enough to reshoot and maybe drill
Is there enough value there? I don’t know
I think that the early founders, family, and friends probably still hold their first share
Nobody could have predicted the chaos that erupted after the Tau-1 halt
I foolishly thought that we were rolling into the biggest commodity super-cycles of our lifetime
Instead, we’re rolling into level 57 bat shit crazy global conflict on a dozen hotspots
I’m just a country boy and can’t count past 11 unless I take off my shoes
So, too many countries firing bad rockets
I’m tuned to the good ones, the advancement of civilization, to the moon, mars
Uncharted territory, in the fog, at night
Don’t know where this goes from here, at the “probably zero point zero zero” level
My doc tells me to chill on the geopolitical BS, and my nurse tells me to chill on the same stuff and eat a few of these gummies
You KNOW who I am gonna listen to!
Hammock, lemonade, campfire Cheers to a great 2025
spec