Search found 79 matches

by tlengoc
Wed Oct 02, 2024 9:49 am
Forum: The View from Houston
Topic: Real Geopolitical Risk to Oil Supply in Middle East - Oct 1
Replies: 2
Views: 2432

Re: Real Geopolitical Risk to Oil Supply in Middle East - Oct 1

https://x.com/SinaToossi/status/1841207114666057848?ref_src=twsrc%5Etfw Multiple IRGC-affiliated Iranian outlets & Telegram channels report, "Iran has warned the US: if you target our refineries, we will set fire to the refineries and oil fields across the entire region, including those in ...
by tlengoc
Mon May 13, 2024 3:36 pm
Forum: Picks and tips from the EP community
Topic: Surge Energy (SGY-TSX) Valuation Update - May 13
Replies: 2
Views: 1321

Re: Surge Energy (SGY-TSX) Valuation Update - May 13

From Adelaide Capital: SGY Q1 RESULTS AND OPERATIONAL UPDATE

https://youtu.be/IUBmoRzqN28
by tlengoc
Wed May 08, 2024 11:10 am
Forum: Picks and tips from the EP community
Topic: Update from Standard Lithium
Replies: 1
Views: 1175

Update from Standard Lithium

Standard Lithium and Equinor Form Partnership to Develop South West Arkansas and East Texas Lithium Projects

https://www.tradingview.com/news/reuters.com,2024-05-08:newsml_GNELmn0f:0-standard-lithium-and-equinor-form-partnership-to-develop-south-west-arkansas-and-east-texas-lithium-projects/
by tlengoc
Tue May 07, 2024 1:09 pm
Forum: Other topics of interest
Topic: US set to resume crude purchases for SPR
Replies: 0
Views: 1323

US set to resume crude purchases for SPR

US set to resume crude purchases for SPR

https://www.argusmedia.com/en/news-and-insights/latest-market-news/2565819-us-set-to-resume-crude-purchases-for-spr
by tlengoc
Tue May 07, 2024 8:14 am
Forum: The View from Houston
Topic: Gold Prices
Replies: 4
Views: 3101

Re: Gold Prices

McEwen Mining (MUX interlisted on NYSE and TSX) is another gold/silver/copper mining stock. MUX has a massive copper project in Argentina.

https://www.mcewenmining.com/operations/los-azules/default.aspx
by tlengoc
Tue Apr 30, 2024 1:16 pm
Forum: Other topics of interest
Topic: Houthis Extend Range of Attacks
Replies: 0
Views: 1285

Houthis Extend Range of Attacks

https://www.lloydslist.com/LL1149009/Houthis-secure-first-direct-hit-in-Indian-Ocean
by tlengoc
Wed Apr 24, 2024 12:44 pm
Forum: Picks and tips from the EP community
Topic: Standard Lithium Successfully Commissions First Commercial-Scale DLE Column in North America
Replies: 0
Views: 1784

Standard Lithium Successfully Commissions First Commercial-Scale DLE Column in North America

NR from SLI.TO

Standard Lithium Successfully Commissions First Commercial-Scale DLE Column in North America
https://www.standardlithium.com/investors/news-events/press-releases/detail/170/standard-lithium-successfully-commissions-first
by tlengoc
Sun Apr 14, 2024 11:56 am
Forum: Other topics of interest
Topic: Is Iran attcking Israel
Replies: 3
Views: 2796

Re: Is Iran attcking Israel

We have troops stationed in Syria and air bases in UAE and Qatar. They are sitting ducks. Israel receives munitions from us. So now we have to supply both Israel and Ukraine with Patriot missiles. Annual production is roughly 550 per year. That's not enough even for Ukraine. Last night's drone and m...
by tlengoc
Thu Apr 11, 2024 12:21 pm
Forum: Other topics of interest
Topic: MarketWatch: Copper and Gold going higher
Replies: 1
Views: 1743

Re: MarketWatch: Copper and Gold going higher

Gold prices are going higher. We could see the price of gold heading towards $2545 and then $2710. That would equate to $127.25 and $135.50 using the historical gold to oil price ratio of 20:1. The Dow could go as high as 42k for this year. The current Dow to Gold ratio sits at 16.10 and headed lowe...
by tlengoc
Thu Apr 11, 2024 10:36 am
Forum: Other topics of interest
Topic: Jim Grant Rare Investment Reco
Replies: 1
Views: 1681

Re: Jim Grant Rare Investment Reco

Just to name a few: DRD, MUX, NEM, NUGT (gold miners) ETF, RGLD, WPM.
by tlengoc
Sun Mar 24, 2024 10:27 am
Forum: The View from Houston
Topic: March 23 Podcast
Replies: 4
Views: 2644

Re: March 23 Podcast

The warrants are only traded on the TSXV.
by tlengoc
Mon Feb 26, 2024 10:53 pm
Forum: Other topics of interest
Topic: Let this sink in...
Replies: 2
Views: 1623

Re: Let this sink in...

we're approaching nose bleeds and fear of heights.
by tlengoc
Fri Jan 12, 2024 3:27 pm
Forum: Other topics of interest
Topic: Hertz
Replies: 7
Views: 43245

Re: Hertz

Higher prices are sure to come. We need to just be patient.
by tlengoc
Fri Jan 12, 2024 11:29 am
Forum: Other topics of interest
Topic: Hertz
Replies: 7
Views: 43245

Re: Hertz

Just another stoopid government policy to transfer wealth from the middle-class and the poor to the elites.
by tlengoc
Fri Jan 12, 2024 11:00 am
Forum: Picks and tips from the EP community
Topic: Solaris Announces $130 Million Strategic Investment by Zijin Mining Group
Replies: 6
Views: 39103

Re: Solaris Announces $130 Million Strategic Investment by Zijin Mining Group

A commodity supercycle will soon be upon us: Gold, Silver and Copper. When metal prices start to breakout will see if SLS stock does move or not. TWT.
by tlengoc
Thu Jan 11, 2024 10:39 pm
Forum: Other topics of interest
Topic: Pharmaceutical Acquisitions are Going Gangbusters
Replies: 2
Views: 15630

Re: Pharmaceutical Acquisitions are Going Gangbusters

What about China invading Taiwan?
by tlengoc
Thu Jan 11, 2024 9:41 pm
Forum: Picks and tips from the EP community
Topic: Solaris Announces $130 Million Strategic Investment by Zijin Mining Group
Replies: 6
Views: 39103

Re: Solaris Announces $130 Million Strategic Investment by Zijin Mining Group

Great deal for SLS. SLS needs money like yesterday to advance their prized asset - Warintza. At least the deal didn't go through a bank or a mining royalty something like that where there could be added dilution via warrants or Non-smelter royalties or sell future production at below spot prices.
by tlengoc
Fri Dec 22, 2023 1:26 pm
Forum: Other topics of interest
Topic: UNTC
Replies: 7
Views: 19935

Re: UNTC

I'm surprised that UNTC has not fallen as much even after the ex-dividend date has passed.
by tlengoc
Fri Dec 22, 2023 11:05 am
Forum: Other topics of interest
Topic: Coal stocks/etfs
Replies: 11
Views: 248294

Re: Coal stocks/etfs

I agree with what you're saying but that takes time -- years. Plus there will be supply issues with acquiring uranium. What are countries going to use in the meantime as a stop gap? Coal is cheap and efficient.
by tlengoc
Thu Dec 21, 2023 12:27 pm
Forum: Other topics of interest
Topic: Coal stocks/etfs
Replies: 11
Views: 248294

Coal stocks/etfs

Merry Christmas to All!

I was wondering if anyone had any thoughts on Coal stocks/etfs.
by tlengoc
Thu Dec 21, 2023 12:18 pm
Forum: Other topics of interest
Topic: Cameco
Replies: 6
Views: 23762

Re: Cameco

Any thoughts on uranium royalty play with UROY: NASDAQ or URC: TSX. Sprott Uranium Junior URNJ or URA ETF? UXC (uranium futures) heading to $113 and filling the gap up to $130 on the monthly chart.
by tlengoc
Wed Dec 13, 2023 1:09 pm
Forum: Other topics of interest
Topic: UNTC
Replies: 7
Views: 19935

Re: UNTC

Thanks for the tip Lbark! I joined you on UNTC.
by tlengoc
Mon Nov 13, 2023 12:56 pm
Forum: Other topics of interest
Topic: Exxon wants to become Top Lithium producers for EVs
Replies: 0
Views: 3150

Exxon wants to become Top Lithium producers for EVs

Exxon aims to become a top lithium producer for electric vehicles with Arkansas drill operation
PUBLISHED MON, NOV 13 20238:00 AM ESTUPDATED 2 HOURS AGO

https://www.cnbc.com/2023/11/13/exxon-to-produce-lithium-for-electric-vehicles-in-arkansas.html
by tlengoc
Wed Oct 25, 2023 10:44 am
Forum: Picks and tips from the EP community
Topic: Add Saturn to watch list
Replies: 2
Views: 2554

Re: Add Saturn to watch list

The warrants are up over 30% as I type (SOIL.WT). They expire on March 10, 2025 with conversion price of $2.25.
by tlengoc
Fri Oct 20, 2023 9:52 am
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEI in US) Update - Oct 19
Replies: 1
Views: 2295

Re: Kolibri Global Energy (KEI & KGEI in US) Update - Oct 19

Here is the latest YT video from Adelaide Capital discussing with KEI regarding their Nasdaq Listing KGEI and 2024 Goals.

https://youtu.be/OZj185WC-hw
by tlengoc
Wed Oct 11, 2023 8:40 am
Forum: Other topics of interest
Topic: Economic Warfare-Doomberg
Replies: 2
Views: 2124

Re: Economic Warfare-Doomberg

Just listened to this on YT this morning. Very informative and scary times upon us.
by tlengoc
Tue Oct 10, 2023 9:38 am
Forum: The View from Houston
Topic: The KE Report (Dan's monthly interview)
Replies: 10
Views: 7011

Re: The KE Report (Dan's month interview)

Thanks Dan.

I will have it bookmarked the podcast on Spotify.
by tlengoc
Fri Oct 06, 2023 8:27 am
Forum: The View from Houston
Topic: Exxon buying PXD? ALERT ALERT
Replies: 8
Views: 6043

Re: Exxon buying PXD? ALERT ALERT

Wasn't there the same rumor a few months back regarding XOM buying PXD? PXD share price went up but when the rumor was false the stock went down even lower than the share price before the rumor. Could be another opportunity to add to your position. I think Dan mentioned that PXD would only sell if t...
by tlengoc
Tue Oct 03, 2023 12:39 pm
Forum: The View from Houston
Topic: Lots of Fear Based trading yesterday
Replies: 5
Views: 2845

Re: Lots of Fear Based trading yesterday

Fraser921 wrote: Tue Oct 03, 2023 12:11 pm I like bargains!!
The uglier the better!!!
by tlengoc
Fri Sep 15, 2023 11:13 am
Forum: Picks and tips from the EP community
Topic: Watch List Addition: ME2C
Replies: 4
Views: 22926

Re: Watch List Addition: ME2C

Latest video by Adelaide Capital on ME2C:

https://youtu.be/6HGqAXjOHCI
by tlengoc
Wed Sep 13, 2023 11:45 am
Forum: Picks and tips from the EP community
Topic: Granite Ridge Energy (GRNT) -- Another Non-Op Play With Solid Yield & Growth
Replies: 13
Views: 88672

Re: Granite Ridge Energy (GRNT) -- Another Non-Op Play With Solid Yield & Growth

Think of GRNT as a "baby NOG", but on steroids. They are growing production at double-digits, all while keeping debt at a mere 0.2X last quarter's annualized EBITDA. They just did a secondary offering for their large shareholder and at the price of the offering the stock is trading at nea...
by tlengoc
Tue Sep 12, 2023 10:43 am
Forum: The View from Houston
Topic: Crude closing in on 90
Replies: 2
Views: 1452

Re: Crude closing in on 90

Fraser921 wrote: Tue Sep 12, 2023 7:48 am 88.50 + 1.22 pre market, and as good as this is for wti, ng moving more.

I was surprised many names fell yesterday into the commodity strength..think it moves up rest of week.
It's Options Expiration Week. Very deceptive trading.
by tlengoc
Wed Aug 02, 2023 1:45 pm
Forum: Other topics of interest
Topic: Volcano causing Global Warming
Replies: 2
Views: 1451

Re: Volcano causing Global Warming

The Grand Solar Minimum has already started as per YouTube channel: https://www.youtube.com/@Suspicious0bservers Ben has a lot of insights and material regarding the Sun. How it affects climate and weather patterns on Earth. The only thing man-made climate change is individuals setting off fires in ...
by tlengoc
Mon Jul 31, 2023 2:30 pm
Forum: Other topics of interest
Topic: XOM in talks w/ Automakers to supply Lithium
Replies: 2
Views: 1121

Re: XOM in talks w/ Automakers to supply Lithium

https://finance.yahoo.com/news/exxonmobil-xom-build-arkansas-facility-152700191.html?guccounter=1 Exxon Mobil Corp XOM has intended to construct one of the largest lithium processing plants in Arkansas, with a capacity to produce 75K–100K metric tons of lithium annually, according to a report from T...
by tlengoc
Mon Jul 31, 2023 1:48 pm
Forum: Other topics of interest
Topic: XOM in talks w/ Automakers to supply Lithium
Replies: 2
Views: 1121

XOM in talks w/ Automakers to supply Lithium

Hi Dan, DLE is a game changer. https://seekingalpha.com/news/3993593-exxon-in-talks-with-automakers-to-supply-lithium-albemarle-jumps?mailingid=32248886&messageid=2900&serial=32248886.79099&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alp...
by tlengoc
Fri Jul 14, 2023 9:44 am
Forum: Monthly Webinars and Luncheons
Topic: Energy Market Roundtable - July 13
Replies: 2
Views: 12951

Re: Energy Market Roundtable - July 13

Love Doomberg. This group has amazing financial insights. Going to watch the video. Thanks Dan for the tip.
by tlengoc
Fri Jul 07, 2023 6:57 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy Inc. (KEI.TO) well results - July 6
Replies: 5
Views: 2077

Re: Kolibri Global Energy Inc. (KEI.TO) well results - July 6

Latest Adelaide Capital youtube video re: KEI

https://www.youtube.com/watch?v=CHZhKm28LAA&t=28s
by tlengoc
Mon Jun 05, 2023 5:28 pm
Forum: The View from Houston
Topic: Direct Lithium Extraction Coverage from CNBC
Replies: 0
Views: 841

Direct Lithium Extraction Coverage from CNBC

https://www.youtube.com/watch?v=oXr3UgM9SVU&t=28s

SLI is mentioned in the video.
by tlengoc
Sat Jun 03, 2023 9:05 am
Forum: Other topics of interest
Topic: Alex Epstein on Challenges with EV and Battery Development
Replies: 3
Views: 1959

Re: Alex Epstein on Challenges with EV and Battery Development

Team Biden isn't ignorant but willfully and intently destroying and undermining the USA economically and our country as a whole via the assinine government policies via energy, infringing on our Constitutional rights or the FED with their own policies. Team Biden/Obama/Bush/Clinton administration ha...
by tlengoc
Wed May 31, 2023 9:16 am
Forum: The View from Houston
Topic: Focus of Today's Webinar that starts at 10AM CT - May 30
Replies: 6
Views: 2642

Re: Focus of Today's Webinar that starts at 10AM CT - May 30

Hi Dan,

Is SGY currently drilling in the Viewfield area? The same area that ROK and EMPS are finding Lithium. Would SGY consider extracting Lithium as well?

TIA,

Thomas
by tlengoc
Wed May 31, 2023 9:06 am
Forum: The View from Houston
Topic: Focus of Today's Webinar that starts at 10AM CT - May 30
Replies: 6
Views: 2642

Re: Focus of Today's Webinar that starts at 10AM CT - May 30

PR on May 2, 2023 from EMPS: EMP Metals Outlines Results of Preliminary Resource Assessment for Mansur and Viewfield Project Areas May 2, 202313:20 EDT https://www.tradingview.com/news/mtnewswires.com:20230502:A2894965:0-emp-metals-outlines-results-of-preliminary-resource-assessment-for-mansur-and-v...
by tlengoc
Tue May 30, 2023 11:17 am
Forum: The View from Houston
Topic: Focus of Today's Webinar that starts at 10AM CT - May 30
Replies: 6
Views: 2642

Re: Focus of Today's Webinar that starts at 10AM CT - May 30

In today's webinar it was mentioned that one of their neighbor's, EMP Metal Corps (TSXV: EMPS/OTCBB: EMPPF), has tested 259 mg/L. EMPPF owns Hub City Lithium (75% by EMPPF and 25% ROK (ROKRF)).

Very interesting.
by tlengoc
Sun May 21, 2023 7:56 pm
Forum: Other topics of interest
Topic: Lithium: Exxon buys sizeable drilling rights in south Arkansas
Replies: 2
Views: 1427

Re: Lithium: Exxon buys sizeable drilling rights in south Arkansas

I would attend but unfortunately I reside outside of the USA.
by tlengoc
Sun May 21, 2023 3:14 pm
Forum: Other topics of interest
Topic: Lithium: Exxon buys sizeable drilling rights in south Arkansas
Replies: 2
Views: 1427

Lithium: Exxon buys sizeable drilling rights in south Arkansas

https://nationworldnews.com/oil-company-exxon-focuses-on-lithium-extraction-and-bets-on-the-rise-of-electric-vehicles/


Interesting to see Exxon drilling for Lithium in the same area as Standard Lithium.
by tlengoc
Tue May 16, 2023 4:46 pm
Forum: Monthly Webinars and Luncheons
Topic: SGY: Latest from Adelaide Capital Youtube channel
Replies: 3
Views: 14551

Re: SGY: Latest from Adelaide Capital Youtube channel

I tried the link I posted and the video is now made private. That's strange it was working last week.
by tlengoc
Mon May 15, 2023 12:23 pm
Forum: Picks and tips from the EP community
Topic: From My Watch List: SRR.V
Replies: 1
Views: 911

Re: From My Watch List: SRR.V

https://www.newswire.ca/news-releases/source-rock-royalties-closes-upsized-initial-public-offering-for-gross-proceeds-of-12-3-million-841353659.html CALGARY, AB, March 1, 2022 /CNW/ - Source Rock Royalties Ltd. ("Source Rock") (TSXV: SRR) (TSXV: SRR.WT) announces that it has closed its ini...
by tlengoc
Sun May 14, 2023 11:02 am
Forum: Other topics of interest
Topic: Fruity Fruits
Replies: 1
Views: 799

Re: Fruity Fruits

Same policies in Montreal and Laval regarding Natgas stoves. Leftist and woke mayor of Montreal bans wood burning.

https://montrealgazette.com/news/local-news/montreals-wood-burning-ban-starts-oct-1-what-you-need-to-know/

Keep on eye out on California and Quebec.
by tlengoc
Sat May 13, 2023 12:07 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - May 12
Replies: 3
Views: 1208

Re: Kolibri Global Energy (KEI & KGEIF in US) Update - May 12

Here is the latest Kolibri Global Energy YT video with Adelaide Capital.

https://www.youtube.com/watch?v=eOIbImtdKrE
by tlengoc
Thu May 11, 2023 4:21 pm
Forum: Other topics of interest
Topic: Granholm
Replies: 3
Views: 1448

Re: Granholm

Biden is running a circus.
by tlengoc
Tue May 09, 2023 8:02 pm
Forum: Picks and tips from the EP community
Topic: Record Q1 #s for SGY.to
Replies: 0
Views: 665

Record Q1 #s for SGY.to

https://www.youtube.com/watch?v=3nnhTwoqkyI&t=29s