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semi_infinite

12/10/18 11:02 AM

#17681 RE: DewDiligence #17680

The biggest upside is Guyana (ie if they decide to sell). Bakken is low risk low reward gas dominated production that may find interest if offered up for sale. Everything else seems like hodge podge.

DewDiligence

12/12/18 1:03 PM

#17708 RE: DewDiligence #17680

HES is holding an Investor Day webcast at 2pm ET; I’ll post the slide deck when it’s available.

DewDiligence

12/24/18 7:36 AM

#17754 RE: DewDiligence #17680

HES—The headline is overblown, but this can’t be good:

https://www.wsj.com/articles/venezuela-intercepts-oil-survey-ship-fueling-border-row-with-guyana-11545549459

HES has a 30% equity stake in XOM's Guyana projects.