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! 💸