Talos Energy Update - Sept 24

[dan_s]

I am concerned that Talos has not provided a hurricane damage report. I recommend selling it and moving the money to one of the gassers (AR, CRK, EQT, RRC, XEC).
Talos s/b fine in the long run, but production may be down big in Q3.

[Fraser921]

And they still have to settle the crap hedges with no money coming in

Big problem , the earnings report will be ugly short term