Search found 974 matches
- Wed Apr 03, 2024 4:39 am
- Forum: Other topics of interest
- Topic: The Next AI Trade
- Replies: 2
- Views: 170
Re: The Next AI Trade
Great piece. Thanks for sharing. Looks like you have your playbook. Consistent with most recent pieces in Uranium Insider April newsletter (highly recommended) and John Rubino’s recent substack piece. Looks like the beginning of the next Industrial Revolution if government can get out of the way. St...
- Tue Apr 02, 2024 7:46 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 273
Re: Nuttall on Bloomberg 4/2
https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-tuesday-april-2-2024~2894073
In case you missed it.
In case you missed it.
- Tue Apr 02, 2024 7:40 pm
- Forum: The View from Houston
- Topic: AI booming Energy Demand
- Replies: 1
- Views: 109
AI booming Energy Demand
From Scientific American Every online AI interaction relies on a scaffolding of information stored in remote servers—and those machines, stacked together in data centers worldwide, require a lot of energy. Around the globe, data centers currently account for about 1 to 1.5 percent of global electric...
- Tue Apr 02, 2024 6:25 pm
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 193
Re: CRK issues 375 m in new debt
Some box of chocolates!
- Tue Apr 02, 2024 9:26 am
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 193
Re: CRK issues 375 m in new debt
Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.
- Mon Apr 01, 2024 1:04 pm
- Forum: Picks and tips from the EP community
- Topic: Dorchester Minerals DMLP
- Replies: 0
- Views: 114
Dorchester Minerals DMLP
Technical indicators are bullish and variable dividend history is compelling. Worth a look and due diligence.
- Mon Apr 01, 2024 12:22 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 273
Nuttall on Bloomberg 4/2
Join me tomorrow at 12ET on @marketcall where I'll be reviewing why "we remain bullish" on Canadian heavy oil, our outlook for natural gas stocks, the need for investors to stay disciplined, and where we are still finding compelling value.
- Sat Mar 30, 2024 1:27 pm
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 248
Re: Coal Miners
Thanks guys. I have taken a look a warrior which appears to be a good one with mining in Alabama shipping out from Mobile. Will take a look at the additional names presented. I''m going to shy away from any company with China in its name or known to be lurking behind the curtain.
- Fri Mar 29, 2024 10:03 am
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 248
Coal Miners
Looks like CONSOL is significantly impaired by having its Baltimore shipping terminal on wrong side of the downed bridge. Anybody have suggestions on coal names that will have an opportunity to pick up the slack left by this tragic event?
- Wed Mar 27, 2024 11:12 am
- Forum: The View from Houston
- Topic: Gassers moving up-Huh?
- Replies: 2
- Views: 1058
Gassers moving up-Huh?
Any thoughts on the bump our favorite gassers are getting today?
Seems like we have a ways to go before things look up but market is popping this am.
Seems like we have a ways to go before things look up but market is popping this am.