Energy Prospectus

Lbark I've been invested in LPG since 5/2022. It's paid out S9.50 in special dividends in less than two years. The company has expanding operating margins of 67%,ROIC 22% and a FCF yield % of 6%. The price to economic book value at terminal zero growth is $120/share. STNG and TNK have much faster pr...

Worth a read..
https://archive.ph/CkOkN

Big fan of ARCH. Has backed off a double top of 185. FCF yield of 10%, ROIC is 24% and its price to economic book value at zero growth is worth $370.

Interesting data points since January.

https://archive.ph/UrfTo

Dan, any thoughts that Permian could buy Vital?

Time to buckle up boys and girls…

https://www.zerohedge.com/energy/stars-are-aligning-energy-sector-catch

And Texas is going to need it after this Mother Nature episode..
https://www.zerohedge.com/energy/green-energy-beaten-black-and-blue-video-shows-massive-hail-damage-texas-solar-farm

https://www.zerohedge.com/commodities/drone-attacks-hit-another-russia-refinery-swing-producers-refining-capacity-drops

Looks like Congress is waking up to the IEA BS..
https://twitter.com/ericnuttall/status/1770807620699389967

https://seekingalpha.com/article/4678308-this-iea-oil-market-report-reeks-of-political-motivation

Biden, Granholm and Podesta won't win a pissing contest with the Saudis.
https://www.cnbc.com/2024/03/18/saudi-aramco-ceo-says-energy-transition-is-failing-give-up-fantasy-of-phasing-out-oil.html