Search found 381 matches

by aja57
Thu May 02, 2024 1:06 pm
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 661

FTC sticks a fork in Sheffield over PXD-XOM deal

FTC approves deal, says Sheffield colluded with OPEC, will not allow him to be on the XOM board and is filing a criminal investigation . Can't make this sh*t up. https://finance.yahoo.com/news/exxon-close-pioneer-deal-ftc-124057640.html https://investors.pxd.com/investors/news-releases/news-details/...
by aja57
Wed May 01, 2024 9:43 am
Forum: Sweet 16 Portfolio
Topic: Analysis of Diamondback Q1 results
Replies: 3
Views: 179

Re: Analysis of Diamondback Q1 results

Thank you ,PE for your update and analysis.
by aja57
Fri Apr 26, 2024 11:21 am
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 661

Re: XOM/PXD gonna rip on XOM earnings this week

Well, Both did rip over the last three months . XOM earnings out today with stock getting hammered mostly on a non recurring charge but great news on cash from operations for the quarter and reduction in capital expenditures along with Guyana production. Next quarter barring any massive dip in oil p...
by aja57
Wed Apr 24, 2024 10:30 pm
Forum: Other topics of interest
Topic: Rising electricity demand from AI
Replies: 1
Views: 92

Re: Rising electricity demand from AI

"Building over 100 new natural gas fired power plants is the only near-term solution." Dan, any companies you are aware of that are in the business of building these plants ? I post this article from ZH three weeks ago but thought you might have some thoughts through your vast network of p...
by aja57
Wed Apr 24, 2024 2:08 pm
Forum: Picks and tips from the EP community
Topic: Pxyis tankers reports tonight after close PXS
Replies: 5
Views: 808

Re: Pxyis tankers reports tonight after close PXS

Just an FYI. BWLLF is being listed on the NYSE on April 29th but the shares will start to be moved tomorrow. BW LPG is a world leader in LPG shipping. "We use pioneering technology to power our vessels with cleaner-burning liquefied petroleum gas (LPG), and invest in R&D to take us towards ...
by aja57
Mon Apr 22, 2024 9:48 pm
Forum: Other topics of interest
Topic: Looks like the Canadian government gone wild on oil speech
Replies: 1
Views: 98

Looks like the Canadian government gone wild on oil speech

With this kind of law, Eric Nuttall will go to jail..
https://twitter.com/thevivafrei/status/1782543641979809850
by aja57
Sun Apr 21, 2024 7:47 pm
Forum: Other topics of interest
Topic: Great video discussion on all things Uranium
Replies: 6
Views: 32951

Re: Great video discussion on all things Uranium

Justin Huhn (Uranium Insider) came out with a You Tube video on the outlook of spot prices, government investment, uranium reactor life extensions, AI data center energy needs. Worth the watch.

https://x.com/energyburrito/status/1782199564331626961
by aja57
Sat Apr 20, 2024 2:55 pm
Forum: Picks and tips from the EP community
Topic: Top Picks for Copper: Solaris Resources (SLSR)
Replies: 6
Views: 334

Re: Top Picks for Copper: Solaris Resources (SLSR)

May want to check out HudBay Minerals(HBM), Toronto based company in copper, zinc, molybdenum, and precious metals. Has mines in AZ and Nevada. Third largest producer in Canada. Also mines in Peru. Has a minute dividend, growing positive free cash flow and debt which appears under control.
by aja57
Thu Apr 18, 2024 1:34 pm
Forum: Other topics of interest
Topic: Who really runs this country?
Replies: 2
Views: 133

Who really runs this country?

Conventional wisdom is changing. It's not Biden.. no longer conspiracy theory that this is Obama's third term..

https://www.powerlineblog.com/archives/2024/04/wisdom-from-the-book-of-samuels.php