Energy Prospectus

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

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 ...

Faster than I thought. Glad I own sput. Sruuf

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

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

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

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

what a brutal day. Saw some news on demand/supply and Saudi Arabia. surprised today no comments from anyone. beat downs could be good point to add soon.

https://www.cnbc.com/video/2024/01/05/oil-is-a-powder-keg-and-could-hit-100-per-barrel-this-year-analyst.html

This is from Valueline on APA. 2024 CFPS 12.50; eps 7.30; book value 6.95; operating margin 71%; relative P/E 7.7 so that would equate to about 50 or so per share or 4 times cfps about the same. has revenues increasing out to 28 at 14.5%; cash flow the same and eps 19.5%. when they did the report i ...