Energy Prospectus

Lbark

does anyone know what the effect will be in Germany on oil and gas and nuclear with a new administration? Which parties are most favorable to getting away from wacky green garbage.

Lbark

What amazes me is that this is one of my worst years in the market because i have been in oil and gas and uranium. Uranium setntiment is at rock bottom and seems that way for OG, too. Uranium stocks like cameco still up for year but huge writedowns like OG. What is it going to take to change sentime...

Lbark

Thanks, Cliff. I hold SRUUF which is sprott uranium trust in my regular account. no dividends on it, but capital gains. Am i liable for withholding when i have cap gains and is there way to get credit for the wittholding?

Lbark

Dan, Trump is pro nuclear so what do you think he will do with uranium parts of the IRA and Russian sanctions? thanks.

Lbark

what happened to APA ---it is down 10% today. Were earnings that bad? thanks.

Lbark

Is there any reason we have not been hearing a weekly or biweekly podcast by Dan.

Lbark

I think Harris can be worse than Biden. Hard to believe but she is so radical and totally controlled by left wing

Lbark

Dan, vtle is one of my larger holdings and larger losses so I am also frustrated that wall street does not buys in. Have you spoken with mgmt to see if they understand the issues with the market price or are simply deaf to what it takes to get off the mat. Amazed no one has tried to take them out.

Lbark

I thought it interesting that Elon Musk was not over the top on EVs. Very reasonable takes and understands Trump and others saying everyone cannot have one. Also, his comments on climate change and not vilifyinng oil industry were nice to hear. trump also seemed to be in favor of nuclear power. both...

Lbark

thanks, Dan. Was there a reason for the insider sales awhile back? How was Mexico?

Lbark

thanks, it hurts today. Do you know why recently co ceo's of PR sold all of their stock?

Lbark

same with all of my uranium holdings. This is week of a big conference for uranium with all fuel buyers so should be bullish. OPEC announcement should be bullish too

Lbark

https://www.insidearbitrage.com/symbol-metrics/PR/

didnt post the first time but why are co ceo's and a director selling all of their stock and why the big plunge today? is this the offering? doesnt seem like confidence in compnay by the officers.

Lbark

Dan, you touched a nerve with my wife, Susan and myself. We have had 3 dogs and all of them were rescues. We get annoyed when people talk about their breeders. There are so many dogs needing rescuing and they love you more than a breeders dog would. My wife used to do pet portraits and donate money ...

Lbark

Dan. I own silverbow in my IRA. Since there are no tax consequences, would it make sense to sell it at this price and redeploy the money into some of the other stocks? Could always buy crescent third or fourth quarter.

Lbark

what was your reaction to STNG conference call. i invested in STNG, tk and tnk, UP on 2 of the 3. debt repyament sounds great. havent listeded to tk call yet. what is your outlook for the tanker market going forward? thanks.

Lbark

i read the results and thought they were good. what did we miss for the stock is selling off?

Lbark

sounds like this could be a good buy, nice dividend and stock beaten down. glad i didnt own. would you wait to see any further fallout?

Lbark

Thanks appreciate it

Lbark

dont understand why they dont submit a much higher bid to consider if they think it is worth so much

Lbark

i invested in STNG and TK and TNK and saw something about LPG. It has a nice dividend and has done well this year. What is anyone's opinion on it as an add to the shipping stocks? thanks.

Lbark

https://seekingalpha.com/article/4680611-inplay-oil-rare-7-6-percent-yield-also-undervalued-ipoof-stock?mailingid=34829869&messageid=2850&serial=34829869.500&utm_campaign=rta-author-article&utm_medium=email&utm_source=seeking_alpha&utm_term=34829869.500 good article on IPOOF ...

Lbark

I have noticed on my Fidelity account that there is a CRA of Canada and that there may be a withholding of 25% or some amount for dividends. how do you avoid the withholding taxes for these canadian companies in a taxable or non taxable account?

Lbark

have been in it for awhile and stupidly did not sell. guess jerry jones is no better in og industry than getting cowboys to super bowl.

Lbark

still frustrating that none of these deals, cash or stock deals have a premium. Understand that value could be added with bigger footprint on some of these but still would like deals at nice premiums, wish they would look at Dans valuations and make deals at those prices.

Lbark

i posted last year on it when Rich Howe of Stockspinoff investing recommended it. Last year i received over 22.00/sh in dividends and the year before it was over 10.00 Interested in your take on it for i have enjoyed the divdidends and know they are slowly liquidating.

Lbark

just finished the war below by Ernest Scheyder talking about mining and climate change. not a great book but makes interesting points. All these climate people fight like hell to not mine lithium, cobalt, et al and oftentimes it can be something as silly as a flower which prevented a big lithium min...

Lbark

Even though i did not like Basin over many of my other U stocks all stocks will rise and lots of times companies with good PR behind them can be big winners. This week or soon there are other votes to possibly ban Russian uranium and talk is if they do Russia may ban imports of their uranium to US. ...

Lbark

Listened to presentation and people may know i really follow the uranium market. several takes on the company. 1. looked at Mike Blady and other officers and directors background and did NOT see any uranium experience which is disturbing. Sounds like more a financial promoter which is not bad but sh...

Lbark

thanks for the update. I like dividends on some of my stocks but fully understand the benefits of paying down debt and buybacks. I prefer total return like you. I may add. STNG held up well. These sound like some of our OG stocks with big cash flows/share . thanks.

Lbark

what happened today to tk and tnk? i just bought tk and tnk and stng? like to average down? bad timing. ha ha

Lbark

Thanks Fraser for all the info. I have been reading their earnings calls, as well as looking at value line reports. Value line does not cover the ones you mentioned, which does not mean anything. Will be interesting to see what happens in light of the new bombing of a ship in the red Sea today. Soun...

Lbark

Thanks for the interesting idea. What other tanker stocks do you own? And is this your favorite one? What do you think of the major risks to a slowdown in this industry? I am trying to think what could be the reason the CEO made such a large bet with options, other than being extremely bullish. How ...

Lbark

For those following uranium what i had talked about recently from Justin Huhn, John Quakes99 on X and others todays huge miss on guidance for production by Kazatomprom who supplies close the largest amount of uranium has the stocks and SRUUF flying. CCJ will announce a guide down next week also, mos...

Lbark

Barron’s just reported that Carlos slim in increased his holdings in both talos energy and PBF energy. He is the largest shareholder in both companies. He owns 22.6% of talos.

Lbark

Rick Rule is on INN and it is worth listening. At the end he talks about one of best opportunities is in Canadian natural gas industry with good dividends.

https://www.youtube.com/watch?v=jNNg10imnSk

Lbark

enjoyed latest interview with Dan and Rick Rule. Talked about SM and VTLE. Good interview Dan. sorry dont have link.

Lbark

my only concern with ccj is it has run so much vs the others. However, when big money comes in they will gravitate to ccj, nxe because of liquidity. I am still holding my ccj but think EU, glatf, and some of others have bigger upside.

Lbark

own all of those plus CCJ which has been the biggest winner. It is the institutional favorite. Also, own the ura, urnj, and urnm sruuf is safest in my opinion but when stocks take off rest will outperform.

Lbark

more people are waking up. Kazatomprom and even Cameco are going to miss production targets which means even less supply available. The enrichers are sold out until late in this decade. Has been a huge run but could see even bigger spike. Like this sector more than oil and gas.

Lbark

I am just as amazed that gold cannot catch a bid. With geo events would think oil and gold would be flying. Gold is more hated than oil

Lbark

Dan, I am reading Fossil Future by Alex Epstein and it is a well written book debunking lots of energy myths. Have you read it? Unfortunately, today seems like uranium months ago where all it did was go down and sentiment was awful. Seems like sentiment is bad now. Not sure what COT reports show. Se...

Lbark

Agreed. what people don't know is that even if uranium doubled it is about 10% or so of overall costs of nuclear plant so not a big impact. Eventually funds will migrate from the ccj and nxe and other big companies and go to smaller ones producing in the future. buckle up.

Lbark

uranium is going crazy but it is a real supply/demand story with no disputes such as oil where some say we have too much supply which may not be accurate but is believed by traders

Lbark

what is bad is the amount of money gm and ford are plowing all in to EVs. Toyota was castigagted for going slow and doing hybrids. WSJ had article on a journey from ny to chicago and it took 3 more hours to go by EV bc of delays in fueling and finding charging stations. build it and they won't come ...

Lbark

Faster than I thought. Glad I own sput. Sruuf

Lbark

Anyone see that Hertz is selling 20,000 of their electric vehicles. Wonder what that means

Lbark

Tesla just halted shipping bc of Red Sea. Don’t know what it will take to get oil going

Lbark

Today;s WSJ article on uranium really ignited quite a rally.

Lbark

hey maybe since no one is really responding on epg today that is a sentiment indicator. I know until mid last year my uranium stocks were awful and everyone hated them. it was certainly a good time to get in then. BTFD

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