Podcasts about homesee

Hr 1 - Getting to know new Titan Dan Moore + UGA/FL football’s temporary homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show - ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show - ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest little bits of Tuesday's show - ready to go for your drive homeSee omnystudio.com/listener for privacy information.

Lars Knobloch from Nordic Inspections shares a personal story & what you need to know about critters getting into your homeSee omnystudio.com/listener for privacy information.

All the best bits of today's show - ready to go on your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show - ready for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest, tastiest bits of today's show - Ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the best bits of today's show - ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show - ready for your snacking pleasure on your drive homeSee omnystudio.com/listener for privacy information.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their cost in monthly free cash flow. Mordechai explains theasset's unusual geology, the long-tail economics of its reserves, and why the market still doesn't get it. They also cover decommissioning liabilities, NAV versus market cap, and how management might pull off more high-conviction deals in the future.______________________________________________________________________[00:01:14]Introduction to Mordechai and his advisory work[00:03:18]Overview of Valeura Energy and its asset transformation[00:04:38]Initial acquisition of the Wassana oil field from bankruptcy[00:07:06]Financials and economics of the Wassana deal[00:08:37]Comparison of Thailand offshore to domestic offshore assets[00:12:15] Uniquereserve dynamics in the Gulf of Thailand[00:17:08] Secondacquisition: Mubadala's Gulf assets and deal terms[00:20:00] Whythe Mubadala acquisition defies logic[00:24:14]Background on how Valeura got such a favorable deal[00:27:02] Whydeals done during peak 2022 oil prices still look brilliant[00:30:50] Whythe market hasn't fully caught on to Valeura's upside[00:33:49]Variance between reported reserves and economic field life[00:39:13] Datashowing reserve replacement outpaces depletion[00:42:56]Concession expiration and risks around renewal[00:46:56] NAVanalysis and investor skepticism[00:50:26]Updates on decommissioning costs and projections[00:51:50]Operational improvements and field efficiencies[00:53:04]Organic growth through field development and platform expansion[00:57:32]Upcoming catalysts and appraisal-based expansion opportunities Links:Focus CapitalAdvisors: https://focuscapitaladvisers.com/homeSee our legaldisclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

All the best bits of Monday's show, ready to go for your drive homeSee omnystudio.com/listener for privacy information.

Friday is here and so is the very best bits of today's show for your drive homeSee omnystudio.com/listener for privacy information.

All the best bits of today's show - ready for your ears for your drive homeSee omnystudio.com/listener for privacy information.

All the best bits of today's show - ready to go for your drive homeSee omnystudio.com/listener for privacy information.

Citing misinformation, Rick Chavez Zbur pulls his bill that would have criminalized defending yourself in your homeSee omnystudio.com/listener for privacy information.

All the most delicious bits from today's show in a convenient little package for your drive homeSee omnystudio.com/listener for privacy information.

The yummiest bits of today's show - ready for your consuming pleasure on your drive homeSee omnystudio.com/listener for privacy information.

The best bits of Tuesday's show, ready for your drive homeSee omnystudio.com/listener for privacy information.

Find everyday uses for every space in your homeSee omnystudio.com/listener for privacy information.

David Lee Schneider has a small diversified farm just north of Green Bay. He also has an appointment with the state Department of Public Instruction. He works with the school nutrition and farm-to-school teams. He’s spent the last few years on a mission to grow a database of farms and schools in need of local food. David says it’s a tool ready for farmers to use: https://sites.google.com/dpi.wi.gov/wilfd/homeSee omnystudio.com/listener for privacy information.

All the yummiest little bits of today's show ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show, boxed up for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show packaged up for your enjoyment on your ride homeSee omnystudio.com/listener for privacy information.

NFL playoff correspondent Dirk Koetter on Kellen Moore building a staff for the Saints, Andy Reid and a bye week before the Super Bowl - and Chuck Pagano scratching 'The Coaching Itch,' CBS/NFL analyst Charles Davis on Super Bowl threepeat history, Kellen and Ashton Jeanty, Bob talks to 'academic' LB Marco Notarainni in Bronco Focus, B.J. (Bronco Nation News Report) on what to expect from basketball in the next 10 games, Prater still refusing to do the dishes at homeSee omnystudio.com/listener for privacy information.

NFL playoff correspondent Dirk Koetter on Kellen Moore building a staff for the Saints, Andy Reid and a bye week before the Super Bowl - and Chuck Pagano scratching 'The Coaching Itch,' CBS/NFL analyst Charles Davis on Super Bowl threepeat history, Kellen and Ashton Jeanty, Bob talks to 'academic' LB Marco Notarainni in Bronco Focus, B.J. (Bronco Nation News Report) on what to expect from basketball in the next 10 games, Prater still refusing to do the dishes at homeSee omnystudio.com/listener for privacy information.

The weekend is here! Here's the best of today's show as a little treat for your ride homeSee omnystudio.com/listener for privacy information.

Happy Hump Day! You've officially made it to the back end of the week - Here's today's best bits for your drive homeSee omnystudio.com/listener for privacy information.

"Three Things You Need to Know"...former Doc charged as Peeping Tom...Dave Nussbaum from CBS42 talks weather with us...TikTok threatens to take their ball and go homeSee omnystudio.com/listener for privacy information.

A little treat for your ears on your drive homeSee omnystudio.com/listener for privacy information.

We had representatives in studio from Fill the Dome.  This student-led event started in 2007 and focuses on collecting donations and raising awareness surrounding the issue of hunger. Area students come together each year to collect food to fill the entire floor of the Fargodome that gets distributed through the Great Plains Food Bank supporting the Fargo-Moorhead and surrounding areas. https://www.fillthedome.org/homeSee omnystudio.com/listener for privacy information.

The yummiest little bits of today's show boxed up as a little treat for your ears on the drive homeSee omnystudio.com/listener for privacy information.

The yummiest little bite-sized bits of today's show ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of todays show, ready to go for your ride homeSee omnystudio.com/listener for privacy information.

The yummiest little bits of today's show, ready to go for your drive homeSee omnystudio.com/listener for privacy information.

A sweet little treat for your ears with the best of today's show for your drive homeSee omnystudio.com/listener for privacy information.

A yummy little treat for your ears for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show packaged up for your ears to enjoy on the way homeSee omnystudio.com/listener for privacy information.

#311: Brody's been binging titillating Sabrina Carpenter tour compilation videos of "The Position" during her "Juno" performance; Skeery's in a bind because he's got jury duty the same week he has his colonoscopy; Pickleball Tracy tried to cut the line and Brody wasn't having it; the boys recall a time when 90's alternative music crept into the mainstream causing chaos and confusion in pop music circles; Skeery's stolen iphone agita continues with a new wrinkle; A "make money for doing nothing" Scamboni you're gonna wanna try at homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show, wrapped up and ready to go on your drive homeSee omnystudio.com/listener for privacy information.

All the most delicious parts of today's show - delivered to your ears for your drive homeSee omnystudio.com/listener for privacy information.

Al the yummiest little treats from Thursday's show, ready for you to shame binge on your way homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show ready to go in your ears for the drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show, boxed up and ready to go for your drive homeSee omnystudio.com/listener for privacy information.

All the yummiest bits of today's show all ready-to-go for your drive homeSee omnystudio.com/listener for privacy information.

Hr 2 - Brent Hubbs talks Vols + Titans target finds a homeSee omnystudio.com/listener for privacy information.

She brings her therapy dog to a nursing home but thinks she might wanna bring one of the patients homeSee omnystudio.com/listener for privacy information.

Giants first baseman, Mark Canha joins Tolbert & JD to discuss his return to the Bay Area, what it is like to play for Bob Melvin, and the great feeling of being back homeSee omnystudio.com/listener for privacy information.

Knicks lose game 7 at homeSee omnystudio.com/listener for privacy information.

Colin gives his 3 big predictions ahead of tonight's NFL draft. His thoughts on the Celtics having trouble playing at homeSee omnystudio.com/listener for privacy information.