TALO Talos Energy Inc

$TALO Not a single hurricane disruption in 3Q. Oil producers always forecast a 5% cut in production for 3Q. Talos has historically displayed superior execution, tracking 50% lower non-productive time (NPT) than the basin average. By factoring in zero weather shutdowns, maximum baseline optimization from the Cardona and Genovesa wells, and a small 8-day proration from the Shell bolt-on (closed Sept 22), they are highly likely to duplicate or exceed their blowout Q2 performance of ~94,000 BOE/d. I'm going with $0.65 to $0.75 per share on 640M$+ revenue. $$$$$ Disclaimer: Not financial advice. For educational purposes only. If this trade makes you rich, I expect a finders fee. If it loses you money, I was never here, you don’t know me, and this whole account was a hallucination. Invest at your own risk! 💸

$TALO Their 3rd quarter wraps up in 13 business days. The earnings are going to be otherworldly for this rocket. Also, anyone that scoffs at profit just needs to look at the impairment they reported in Q1. The oil field impairment was based off of the WTI prices for 24 and 25. That impairment is just vapors now. Take into account that we have a weakening dollar and this business looks more and more attractive. I hope we hit $1 a share in earnings for Q3 that would be epic. Q2 was .57 and WTI on average is higher in Q3 than Q2..all depends on how much they produced and how much they hedged.