Search found 306 matches

by aja57
Thu Feb 22, 2024 10:56 pm
Forum: Other topics of interest
Topic: ADNOC CEO: Global Energy Demand Growth Is Unsustainable
Replies: 0
Views: 23

ADNOC CEO: Global Energy Demand Growth Is Unsustainable

Worth a read..
https://archive.ph/vLuty
by aja57
Tue Feb 20, 2024 8:24 pm
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Re: Interesting coal and mining company

Thank you JB for your insights.If NG is under 2 bucks in 2025, we are all gonna take a major hit.
by aja57
Tue Feb 20, 2024 3:07 pm
Forum: Other topics of interest
Topic: What a dope….
Replies: 0
Views: 57

What a dope….

https://realclearwire.com/articles/2024/02/18/bidens_war_on_domestic_energy_intensifies_1012617.html
by aja57
Mon Feb 19, 2024 9:29 pm
Forum: Picks and tips from the EP community
Topic: TNK
Replies: 3
Views: 116

Re: TNK

Don’t leave out INSW.
by aja57
Mon Feb 19, 2024 9:25 pm
Forum: Picks and tips from the EP community
Topic: Product tankers write up- souirce VIE
Replies: 1
Views: 49

Re: Product tankers write up- souirce VIE

Just as the gassers need to stop drilling and slow production, these guys need to slow down building ships.
by aja57
Mon Feb 19, 2024 9:12 pm
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Re: Interesting coal and mining company

It appears Chuck that the last quarter revenues was due to lower prices on coal and slightly higher cap expenses but yoy up 7.5%. https://investor.arlp.com/investors/press-releases/press-releases/2024/Alliance-Resource-Partners-L.P.-Reports-Record-Full-Year-2023-Revenue-and-Net-Income-Declares-Quart...
by aja57
Mon Feb 19, 2024 12:01 am
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Interesting coal and mining company

Came across a company called Alliance Resource Partners LP (ARLP) based in Tulsa. Coal and mineral mining company. Dan, it pays a 14% dividend. Has a ROIC of 26%, FCF yield of 14%. Trading at $19 dollars. If one looks at its price to economic book value (zero terminal growth) its worth a C note. Any...
by aja57
Wed Feb 14, 2024 3:25 pm
Forum: Sweet 16 Portfolio
Topic: S-16 that will report Q4 results this week
Replies: 8
Views: 336

Re: S-16 that will report Q4 results this week

Maybe JJ will want to sell his 80% to you, Fraser.
by aja57
Mon Feb 12, 2024 9:50 am
Forum: Sweet 16 Portfolio
Topic: Diamondback Energy (FANG) to buy Endeavor - Feb 12
Replies: 8
Views: 213

Re: Diamondback Energy (FANG) to buy Endeavor - Feb 12

More on takeover

https://archive.ph/o0TKU
by aja57
Sat Feb 10, 2024 4:37 pm
Forum: Other topics of interest
Topic: Doomberg's weekly thoughts
Replies: 0
Views: 61

Doomberg's weekly thoughts

https://doomberg.substack.com/p/cogent-analysis