Final Notes on The Investor Meeting

January 28, 2010 • 2 Comments

From the email I sent around this afternoon, a few last notes about our annual investor meeting this Saturday night:

- The headcount right now stands at 45 people. The event begins at 5:30pm. Keys casual is fine…we’ll be under a tiki hut on the beach, after all.

- Holiday Isle is at Mile Marker 84, ocean-side (here is the website). We will be at the tiki hut pavilion (as opposed to the more famous Tiki Hut bar). The pavilion is on the north side of the hotel, the biggest building on the property. So, drive in, head back towards the hotel, and we’ll be at left, on the beach behind a row of hedges. You can park anywhere.

- Head to the pavilion regardless of weather. Should weather be a factor, there will be someone at the tiki pavilion directing you where to go. (Our back-up is a conference room at the hotel.) Right now, there is a 20% chance of rain, but that seems to be decreasing. So, odds say we should be okay.

- Friday night, from approximately 8:00 pm to 10:00 pm, I will be at the Green Turtle at mile marker 81.5 ocean-side for an informal get-together with anyone who’d like to come by.

- Saturday night, after the meeting, you’re also invited to Morada Bay for their famous Full Moon Party (mm 81.5, bay-side). If you have not been, think of it as a big, upscale beach party with 4th of July-caliber fireworks.

If you’re looking for other things to do in Islamorada while you’re here, I’d recommend any or all of these:

1 – Kayaking. Talk to JC at Backcountry Cowboy.
2 – Feeding the tarpon at Robbie’s Marina. Best $3 you can spend in the Keys.
3 – Theater of the Sea. The Keys’ version of Sea World.

And if you’re looking to go fishing, give me a shout and I’ll point you in the right direction.

Looking forward to seeing you all soon!

Share
Cale

Posted by Cale at 9:12 PM in Annual Meeting

Tags:

Last Chance to RSVP

January 21, 2010 • No Comments

You can RSVP by sending me an email here.

Share
Cale

Posted by Cale at 10:00 AM in Annual Meeting

Tags:

“The Big Lebowski and the Zen of E&P”

October 19, 2009 • 2 Comments

That was the name given to this recent presentation by Contango Oil & Gas CEO Ken Peak. Big Lebowski quotes are sprinkled throughout. Why? No idea, but I will abide.

Coen Brothers fans, rejoice.

The rest of you…well, even if Lebowski wasn’t your thing, and stealing diapers like this doesn’t make you smile, you’ve got to concede that at least No Country was memorable, no?

Lebowski fans may also find the names of several new lease blocks Contango bought pretty interesting: Dude, His Dudeness, and El Duderino. I am not making that up.

Oh, yes. Mr. Peak will fit in just fine at our investor meeting in the Keys next January. Or my name ain’t Nathan Arizona.

Share
Cale

Posted by Cale at 9:26 PM in Annual Meeting

Tags:

Recently on Twitter...

@PhilipEtienne No, will watch for a bit. Here's to hoping for another overblown scare in a few weeks, though. in reply to PhilipEtienne 5 hrs ago

This Blog
Riffs, rants and the upside of investing from way off Wall Street.
About Cale

I'm a portfolio manager at Islamorada Investment Management in the Florida Keys. Email me at caleinthekeys@gmail.com.

islamorada
An amazing place. Read An Ode to Islamorada.