Energy Prospectus

Chuck, I'd be interested in your thoughts on the article I posted this evening on the New AI Trade..

Found this article on Zero Hedge behind the paywall on the massive needs for expansion of the electric grid for data centers and all things AI. Lots of info to digest regarding some of the companies recommended by Goldman Sachs. Looks like I've been sleeping for the last year because many of these c...

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