Search found 979 matches
- Fri May 31, 2024 8:12 am
- Forum: Picks and tips from the EP community
- Topic: Pxyis tankers reports tonight after close PXS
- Replies: 7
- Views: 1332
Re: Pxyis tankers reports tonight after close PXS
I’m up 77% since March on BWLP. Thank you AJA. Also up 100%+ on Scorpio and TK since Fraser introduced them on the forum. Thanks guys for posting these ideas.
- Thu May 30, 2024 10:15 am
- Forum: The View from Houston
- Topic: In Basin Data Centers
- Replies: 0
- Views: 42
In Basin Data Centers
Rob West of Thunder Said Energy has published a recent (behind paywall) research piece analyzing the optimal locations to build data centers. His conclusion is that building data centers in gas basins is superior both in terms of cost and time to place in service compared to shipping gas via pipelin...
- Wed May 29, 2024 2:55 pm
- Forum: Picks and tips from the EP community
- Topic: Hemisphere - Q1 and 2024/2025 expectatations
- Replies: 3
- Views: 206
Re: Hemisphere - Q1 and 2024/2025 expectatations
You nailed it! Awesome work. thanks for the update.
- Tue May 28, 2024 3:20 pm
- Forum: Picks and tips from the EP community
- Topic: Earnings surprise potential -- any suggestions?
- Replies: 2
- Views: 124
Re: Earnings surprise potential -- any suggestions?
Newmont Mining, Freeport McMoran to name a couple gems.
- Sun May 26, 2024 5:29 pm
- Forum: Sweet 16 Portfolio
- Topic: Baytex - high risk, high reward?
- Replies: 4
- Views: 275
Re: Baytex - high risk, high reward?
Imagine what your better picks do at $90 bbl!
- Tue May 14, 2024 4:26 pm
- Forum: The View from Houston
- Topic: Electrical Demand Opportunities
- Replies: 4
- Views: 141
Re: Electrical Demand Opportunities
These are BofA Research’s top stocks and ETFs for North American power supplies to future technology: Within commodities: Direxion Auspice Broad Commodity Strategy ETF (NYSEARCA:COM) - Top rated commodities ETF BHP Group Ltd. (BHP) - World’s largest copper mine Freeport-McMoRan Inc. (FCX) - Blue chi...
- Tue May 14, 2024 9:51 am
- Forum: The View from Houston
- Topic: Electrical Demand Opportunities
- Replies: 4
- Views: 141
Re: Electrical Demand Opportunities
In fact, during CRK’s recent cc, I recall them saying they are in talks with data center developers. In my view long term bullish for gassers and uranium/nuclear. Hopefully we will see things return to Trump speed by this time next year.
- Mon May 13, 2024 9:34 pm
- Forum: The View from Houston
- Topic: Electrical Demand Opportunities
- Replies: 4
- Views: 141
Electrical Demand Opportunities
In your podcast you highlighted massive increase in electricity demand from data centers. In that most of the major gas basins are constrained by infrastructure pipeline takeaway, our electrical grids seem massively overwhelmed and outdated, and we have an inept energy department, where specifically...
- Wed May 08, 2024 3:04 pm
- Forum: The View from Houston
- Topic: Gold Prices
- Replies: 4
- Views: 239
Re: Gold Prices
Physical Platinum and Palladium are expected to increase in demand as the green energy transition and overexuberance in manufacture of electric vehicle is realized as a failed campaign and the ICE is restored to its continued prominence. Palladium is used in catalytic converters and Platinum perform...
- Sun May 05, 2024 1:50 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Valuation Update - May 4
- Replies: 3
- Views: 225
Re: SilverBow Resources (SBOW) Valuation Update - May 4
Kimmeridge has posted some direct critical points that SBOW management cannot ignore and virtually sets a new bar for them. While I voted against the Kimmeridge proxy I think they have served the shareholders well through their stick motivation for management to focus now on shareholder returns by d...