|ESV was one of my favorite customers I worked with when I was at VRC/NOV... very good management team and they'd successfully become a legit DGI play for LT investors... and then came 2014/2015. We were just talking about ESV, RIG and even DO (remember them?) over at the divvy investing for retirement board the past week. |
Not that it matters (as in just because I'm not familiar with them, they can't be all that good, and I've never heard much about CPE over the years, good or bad... I just rarely crossed paths with them and know less than zero about them.
I'm not sure what to make of SPN... but I plead ignorance when it comes to the onshore E&Ps... I just never spent much time with land operations at all -- maybe 5% of my time annually.
When NOI bought out VRC, a lot of engineers I worked with ended up at PTEN... just going by the experience and brains of the ones who ended up there, I'd have to predict they are quite good at what they do.
Interesting reads and I'm slowly catching up on land operators.
Thx for posting that and contributing to my edu ma cation...