The spice must flow...
Joined December 2015
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FinTwit IQ test.
If a stock goes up by 5% yesterday, but is down 5% today, is it worth (relative to before yesterday):
26%More
4%Same
70%Less
110 votes • 16 hours 2
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976
Even though I still own oil equity exposure, the funniest outcome is for Democrats to get credit for lowering gas prices before they even take office:
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Reading this article makes me wish Vale Base Metals (VBM) was actually spun out so bad. Its painful holding copper in an iron ore wrapper while Simandou is flattening the cost curve. mining.com/vale-base-metals-…
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Awful Thoughts retweeted
U gotta love to see it!🥰 Legendary #Oil & #Gas analyst & $2B Portfolio Manager @EricNuttall of @NinePoint Partners has just added #Uranium companies Cameco (TSX: $CCO NYSE: $CCJ) and NexGen $NXE to #Canada's largest #Energy fund!🎇😲 First time ever!⚛️⛏️🤠🐂 ninepoint.com/funds/ninepoin…
Awful Thoughts retweeted
It takes a special kind of skill to, against all odds and after years of legal hardship, restart an oil asset in California.
Then, at $100 WTI, still zero the company.
While putting $50 million+ into your pocket.
Truly a skill that could only be found in the upstream sector.
Awful Thoughts retweeted
Rip Jensen
3) $NVDA vouches for Megaspeed - its largest SEA chip buyer, under U.S. and Singapore investigation - as having no Chinese ownership and free of diversion concerns. We uncovered documents, however, that suggest Megaspeed was financed by Alibaba through a Singapore shell company.
Another contract for $FLR
We've selected Fluor for nuclear island engineering and design at Energy Northwest's proposed Cascade Advanced Energy Facility in Washington, our second Xe-100 project together.
Building on our work in Texas, we're carrying learnings forward to target long-term cost and schedule reductions through standardization and repeatable execution.
Read more: hubs.la/Q04DwgmD0
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Awful Thoughts retweeted
$RGLD Q3 really solid.
109,000 GEOs
($)
Revenue 465m
Income 227m (2.68); adj. 238m (2.80)
OCF 344m
Cash 1.48B
Debt repaid 250m
Buyback 190,045 shares @ $259.833/s ($49m total)
Dividend 0.475
Royal Gold Reports Strong Third Quarter Results, Including Record Operating Cash Flow and Gold Equivalent Ounce Sales, Additional Share Repurchases and Full Repayment of Debt after Quarter End $RGLD juniorminingnetwork.com/juni…
Nice little fake out yesterday to trap all the optimistic bulls and fickle bears, as usual toughest thing in markets is exact timing. We now are solidly below pre-midterm levels on indexes (if this sell off holds).
My guess is the stock market will be slaughtered tomorrow. The Dems will sweep, and the message will be sent (by large, rich equity sellers) that if you want to vote in all these "socialists", your 401k will suffer. Messaging is already pre-positioning for that. Happy to be wrong
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Awful Thoughts retweeted
The blame game is in full swing in Washington DC.
A reminder: almost 20 years ago, George W. Bush fired Donald Rumsfeld, the architect of the Iraq War, one day (Nov 8, 2006) after heavy losses in the midterm elections.
Yet, 3 months later Bush announced a troop surge in Iraq.
Awful Thoughts retweeted
Good progress at $DNN $DML.TO Denison Mines' Wheeler River/Phoenix project plus very encouraging drill results that may allow them to expand the resource.
$DNN and Bannerman $BMN.AX remain the two main contenders to achieve the first publicly-traded greenfield production of this uranium cycle.
Awful Thoughts retweeted
This is a market where you find out the guy you paid to either learn off or follow their trades wasn't as good as advertised. 🤡😎
Awful Thoughts retweeted
Market has been buffered by Trump policy blunders by a parabolic ai complex. With that having run its course for the moment, the door is open for tariff day style shocks.
There are pockets of interesting trades, but in the large upside seems capped until a clearing event.
