Energy Prospectus

moke

The question. can they produce enough volume for a large order?
The rest of their story is strong. The TAM is so large that multiple companies can profit from this opportunity.

moke

Market outlook for the next two years, the man with a great track record calling the market trends. Sorry about the url my Mac is weird at times.

https://adamtaggart.substack.com/p/special-release-felix-zulauf-returns

moke

Iran expert Dr. Sharona Mazalian Levi says prolonged water outages, empty reservoirs, and crop failures may be a recipe for social unrest.

https://www.jpost.com/middle-east/iran- ... cle-848182

moke

Thanks for posting,I think Kristin had an impressive report card in school. Multiple companies can be successful with graphene because the market is so large. Hydrograph edge is how pure it is with consistent results every time. Loading graphene into a host product, the host company requires no risk...

moke

Happy Birthday Dan, wishing for calm seas and great food.

moke

Universal Matters is another one to watch.
James Tour out of Rice in Houston is behind this, one of his grad students come up with their method of making graphene. They have a factory in Canada.
They claim they can make one ton a day.
Many companies will do well in this industry.

moke

Drones would be a great application with this tech. I am all in on this company. The three graphene companies with the; most upside right now. LYden, working on batteries, and other products the company has great reviews. private company The largest of the three. Universal Matters, also private with...

moke

Thank you, it looks like a great opportunity.

moke

This is the famous 1895 eighth grade test in Kansas. I think K. H. would ace it. https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.washingtonpost.com/news/answer-sheet/wp/2015/10/16/heres-the-famous-1895-eighth-grade-test-from-kansas-see-how-you-would-do/&...

moke

The U.S. citizens are taking a back seat to the illegals. Washington is making that clear who they support. Oh yeah, let me to out and send them money and vote for them too save democracy.

moke

You could get a standing ovation if in your conclusion you mentioned you were raised in a middle class family.

moke

The current forecast for the SMR reactors is 2030. Will enough uranium be available at that time? That is a long time to wait if you want electricity for data centers in the near term. We all know gas powered power plants have the shortest timeline to generate electric power. Joel Salatin, the most ...

moke

Is freshwater a concern for the size of this project in AZ?

moke

Thank you Chuck, great recap of the U market.

moke

https://seekingalpha.com/article/4717777-goehring-and-rozencwajg-q2-2024-natural-resource-market-commentary#source=first_level_url%3Apeople%7Cline%3A2

moke

The CBO has also stated the unfunded benefits are 100 Trillion, this is only Federal. The States might also have some issues with this problem.

moke

Worse: https://theconservativetreehouse.com/bl ... d-bullets/

"Video Shows U.S Secret Service Spotting and Watching Shooter Prior to Shots – Doing Nothing, Then Flinching with Inbound Bullets

moke

mazon to add 15 datacenters to atomic-powered campus And with up to 960MW of capacity on the table, that may only be the beginning icon Tobias Mann Thu 30 May 2024 // 21:24 UTC Amazon's nuclear-powered cloud campus in Pennsylvania, USA, will reportedly be home to more than a dozen new datacenters ov...

moke

My son sold his bakery and ice cream shop after 14 years and put the proceeds into this journey A large bet for changing lives of the most disadvantaged. I took some information from his website. The medium term objective is to provide The theater program to all high schools My son is the founder an...

moke

Cows emit methane two different ways. One is from belching or burping from their mouth. The other is from the manure on the ground. Farting methane is a myth. They clearly do not understand the digestion process in the rumen. The program sounds like a way to inject an experimental gene therapy into ...

moke

I listened to a coal mining analyst, one of few left, can't remember his name. He was asked the question if you had one miner to pick who would it be. He mentioned Warrior (HCC) a. met coal miner. He said he will hold it forever. They have the best reputation both nationally and internationally. The...

moke

https://news.yahoo.com/ny-attorney-general-sues-worlds-154703491.html

The U.S. education system has really failed some people.

moke

I agree, the problem with the big tech firms are the elf's are all in, and another big group of individual investors. There will be nobody left to buy on the way down.

moke

Part of the depopulation effort Bill has a brillnt program.
https://www.frontpagemag.com/bill-gates-dream-of-blocking-sunlight-about-to-be-realized/

This guy needs to be taken outside behind the barn.

moke

At Adam Target on thoughtful Money on substack has a discussion on peak energy.
My Mac doesn't allow me to cut and paste the url.

It is an amazing discussion on energy and where it is headed with two different views.

moke

Sorry, I have a Mac and it does not copy and paste good.

Tucker Carlson on X episode 62, he will make you laugh...

moke

https://twitter.com/TuckerCarlson/statu ... 8507504061

https://www.ceres-science.com/willie-soon

moke

This is off topic but interesting, the Intersttium was recently found and is the largest organ in your body. I think it starts off kinda silly, but gets real interesting... My Mac doesn't copy a link for some strange reason. https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&...

moke

He talks about gold and copper. He. is a bull on both metals.

https://youtu.be/tfVnBTAxY64

moke

Mark Mills lattes video on on energy and energy transition.

https://www.youtube.com/watch?v=BUnFuz097Gc

moke

The next move will Mandate the EV.

moke

Midwest Energy lawsuit settled today with a confidential settlement. If you lose you want it to confidential, so we don't know what the outcome is yet. I am sure it was a a good financial award for MEEC. When they show balance sheet numbers we will know.

moke

I like it.

moke

Investor’s presentations are always high on the list of a CEO. What comes to my mind is that possible settlement talks are heating up. This is the first lottery stock that I have liked. A positive outcome to the ligation would make this an easy gain, how much who knows. I do think it would be huge. ...

moke

Luke Gorman take on oil, very bullish, not sure he has all the oil facts straight. He lays out all of the reasons for it. He is not long bonds.
Again i can't post url with my mac.

wealthion.com and click on the Luke Gorman Toxic video. He makes Dan look conservative on oil forecasts.

moke

STATE Austin & Houston to Eliminate Meat and Dairy Consumption by 2030? Both Austin and Houston are part of ‘C40 Cities,’ an alliance of mayors seeking to impact climate change and “cut their emissions in half by 2030.” Sydnie Henry | August 28, 2023 SONY DSC Two Texas cities are participating i...

moke

A sobering tale about the U.S. and ukraine.
My mac will not post the url. Go to you tube and type in the subject line.
You will not feel good what the Col. has to say, i think we all suspect what we are being told is not true.
We are just not the same country we were 20 or 30 yeas ago.

moke

Well written article, what is not emphasized is the tightening of credit. Which is how companies grow. 800 companies of the Russell 2000 are not profitable. That is 40%. If they have to roll their loans over at some pint, the prime rate is now 81/4 %, borrowing can come in at 10%, how many can affor...

moke

I feel spanked by the energy market. The best stock was one recommended by Dan. ERO, the copper company close to a triple.

moke

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwi-79SU2-b_AhVmmYkEHR7ABC8QwqsBegQIEhAG&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DBIbgauhV2Js&usg=AOvVaw1E2YpHyFw8Qfu7A5Hw4inJ&opi=89978449 This is a hot area and...

moke

Dud this technology or license come from James Tour of Rice University ?
James Tour has created graphene from almost anything even garbage at low costs, and with high volume.
I think the company name is Universal Matters

moke

Evogene EVGN…Here is a flyer selling at one dollar. I have followed for years, they finally are close to generating value. My guess is by the time the leaves turn color in the fall of 2024 the share value will be a multiple of current value. Evogene sub. Casterra Signs a Framework Agreement with a W...

moke

When cows chew their cud, they burp methane.
Not sure where the cow farts produce methane story started, it has been around a long time, but false.

moke

The Democrats will not refill the SPR. They may put a tiny amount back in but that will be it.

The odds are about the same as finding a Coup de Ville in the bottom of a cracker jack box.

moke

Exxon eyes potential purchase of shale driller Pioneer -WSJ April 7 (Reuters) - Exxon Mobil Corp (XOM.N) has held preliminary talks with Pioneer Natural Resources Co (PXD.N) about a possible acquisition of the U.S. shale oil producer, the Wall Street Journal reported on Friday, citing people familia...

moke

The lesson:There are many ways to piss off a bull, and don't turn your back on them. Very little about bulls: Dan, that could have easily turned out differently; Sounds like it might have been a Hereford, they are considered more docile. Bulls normally don’t hook a person. The common behavior for a ...

moke

No worries, the Ides of March is here. The Government has plans for your money. Action Alert – List of States Where “Money” Is Being Redefined and Non Govt Issued Cryptocurrency Is Being Banned March 14, 2023 | Sundance | 362 Comments Last week, South Dakota Governor Kristi Noem broadcast a warning ...

moke

Thanks Jessica...

moke

Felix Zuhauf podcast on current Macro events. We are the suckers sitting at the table. Sorry this website does not recognizeA Mac Felix also talks about our place in the world going down Thanks to our crack party in charge. The Fed Is Making A Policy Error https://www.youtube.com/watch?v=WFBlY1HMSrE...

moke

Dan, you mentioned you had a service to reduce your energy bills. If I can ask what is the company name you signed up with.

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