Wonderful news that Liberty seeks someone with your experience and perspective on their board. And conversely, it is easier for them to continu Bettering Human Luves with board members who share that vision fervently.
Congratulations on joining the board at Liberty Energy. It pleases me that your brilliance is recognized and that you will have a larger role in shaping our energy future. My selfish desire is that you will still be able to post your weekly commentary.
Somewhat of a tangent to your question #7....Do you have any opinion on the technology which NPWR claims to have? Given the information from their website, it's not a 2025 answer as posed by your question, but a few years goes by fast. "Clean, Reliable, Affordable Energy" certainly has appeal if it's real. Thoughts? OXY clearly believes, as they own 42% off the company (per September NPWR investor presentation).
Congrats on the Liberty BOD appointment.
I'm jealous of the Vail photo. I'm retired and should be in week two of a four week stay in Jackson Hole. I've done that several times starting in 2015. Alas, my left knee finally said "enough" late this fall (an outcome I knew was an ultimate certainty), and I'm scheduled for full replacement in a few weeks. Hopefully my recovery will not be as difficult as the right knee was 2+ years ago.
On NPWR, That is one where I personally need to do more of a deep dive. I am aware of the company have met them...I don't have a strong view myself on timing and probably of scaling, but do find it intriguing and would like to do more work.
On Vail, 2 years ago, I overestimated my ability to do mogul runs for a full day and it cost me skiing last year! One of my bigger issues is I ski with the attitude that I don't want it to not allow me to play golf, which means defense skiing, which means bad ski form. Yet I still love the slopes.
Arjun, it must be anxiety- inducing to be surrounded by so much manmade climate change in Vail. Stay vigilant, my friend!
As always, very insightful perspectives, even though I tend to disagree with some of your views. In any cases, thanks for sharing!
thank you Power Econ! Definitely not looking for only 100% adherents to my views!!! and always open to counter vies.
So well written...and I hope you are doing well. Thanks, Bob C.
Bob, really great to hear from you. It's been a long time. Hope you are well. Arjun
Congratulations on joining Liberty! Looking forward to 2025.
Thank you Investor!
Congrats!
Smart people to ask you to join.
In my opinion Vail and Beaver are the ultimate intermediate resorts in CO. Maybe the entire Rockies.
Thank you Derek! Really appreciate it and hope you are well.
Wonderful news that Liberty seeks someone with your experience and perspective on their board. And conversely, it is easier for them to continu Bettering Human Luves with board members who share that vision fervently.
Thank you Jeff! and 100% that S-S and BHL is what drew us together.
Congratulations on joining the board at Liberty Energy. It pleases me that your brilliance is recognized and that you will have a larger role in shaping our energy future. My selfish desire is that you will still be able to post your weekly commentary.
thank you Martin! I think the only thing that would stop from publishing S-S on a regular basis (hopefully weekly) would be a gov't role.
Somewhat of a tangent to your question #7....Do you have any opinion on the technology which NPWR claims to have? Given the information from their website, it's not a 2025 answer as posed by your question, but a few years goes by fast. "Clean, Reliable, Affordable Energy" certainly has appeal if it's real. Thoughts? OXY clearly believes, as they own 42% off the company (per September NPWR investor presentation).
Congrats on the Liberty BOD appointment.
I'm jealous of the Vail photo. I'm retired and should be in week two of a four week stay in Jackson Hole. I've done that several times starting in 2015. Alas, my left knee finally said "enough" late this fall (an outcome I knew was an ultimate certainty), and I'm scheduled for full replacement in a few weeks. Hopefully my recovery will not be as difficult as the right knee was 2+ years ago.
Thank you Douglas on LBRT!
On NPWR, That is one where I personally need to do more of a deep dive. I am aware of the company have met them...I don't have a strong view myself on timing and probably of scaling, but do find it intriguing and would like to do more work.
On Vail, 2 years ago, I overestimated my ability to do mogul runs for a full day and it cost me skiing last year! One of my bigger issues is I ski with the attitude that I don't want it to not allow me to play golf, which means defense skiing, which means bad ski form. Yet I still love the slopes.