Search found 2955 matches

by Fraser921
Mon Mar 25, 2024 10:48 am
Forum: Picks and tips from the EP community
Topic: Speculative trade alert NFE
Replies: 2
Views: 195

Re: Speculative trade alert NFE

call still just finished, price unchanged. i was hoping for a pop which didn't happen but unchanged when the market is down 100 points is sort of a win :x ... NFE is making the lng import plants and supply the lng to customers and fast tracks the built-out. Interesting contract , current power gener...
by Fraser921
Mon Mar 25, 2024 9:05 am
Forum: Picks and tips from the EP community
Topic: Speculative trade alert NFE
Replies: 2
Views: 195

Re: Speculative trade alert NFE

slide deck out

https://ir.newfortressenergy.com/static-files/a31a267e-5d2e-4212-9cfe-d47fe69e1b8c

call at 11 am
by Fraser921
Sun Mar 24, 2024 12:06 pm
Forum: Other topics of interest
Topic: Two Very Informative Movies on Climate Change
Replies: 2
Views: 87

Re: Two Very Informative Movies on Climate Change

Every day insanity continues

https://open.substack.com/pub/blackmon/p/sundays-energy-absurdity-when-the?r=nh748&utm_medium=ios
by Fraser921
Sun Mar 24, 2024 10:56 am
Forum: The View from Houston
Topic: TMX pipeline about ready to come online
Replies: 2
Views: 166

Re: TMX pipeline about ready to come online

Impact to the tranker trade , Aframax are mid size and owned by TNK
by Fraser921
Sun Mar 24, 2024 10:55 am
Forum: The View from Houston
Topic: March 23 Podcast
Replies: 4
Views: 116

Re: March 23 Podcast

I can buy them thru Interactive Brokers
by Fraser921
Sat Mar 23, 2024 8:23 pm
Forum: Picks and tips from the EP community
Topic: Teekay Market Update
Replies: 1
Views: 87

Re: Teekay Market Update

Tanker bull run has legs, say analysts, as they double down on upgrades

Muted orderbook and expected demand growth driving upside for investors
by Fraser921
Sat Mar 23, 2024 8:20 pm
Forum: Other topics of interest
Topic: Two Very Informative Movies on Climate Change
Replies: 2
Views: 87

Re: Two Very Informative Movies on Climate Change

Good stuff ☝️

https://open.substack.com/pub/blackmon/p/german-officials-are-saying-the-quiet?r=nh748&utm_campaign=post&utm_medium=email
by Fraser921
Sat Mar 23, 2024 8:18 pm
Forum: Sweet 16 Portfolio
Topic: HFI like PR
Replies: 1
Views: 243

HFI like PR

https://open.substack.com/pub/hfir/p/idea-permian-resources?r=nh748&utm_medium=ios
by Fraser921
Sat Mar 23, 2024 7:53 pm
Forum: Other topics of interest
Topic: Matador Is Going Up Consistently
Replies: 5
Views: 208

Re: Matador Is Going Up Consistently

I like their earnings calls. The ceo has a folksy manner and he is always inviting people to come on by and they will show you around.

I like this name

Sankey top pick is PR
by Fraser921
Sat Mar 23, 2024 7:12 pm
Forum: The View from Houston
Topic: March 23 Podcast
Replies: 4
Views: 116

Re: March 23 Podcast

I'm watching now. Just a comment on ROK for clarification: ROK trades on the TSE exchange and US OTC as ROKRF On the Toronto exchange the symbol is ROK and trades at 27.0 x 27.5 cents Canadian dollars. There are also warrants to buy stock at 25 cents Canadian. So they are already "in the money&...