Search found 966 matches
- Wed Apr 10, 2024 8:53 am
- Forum: Other topics of interest
- Topic: Jim Grant Rare Investment Reco
- Replies: 1
- Views: 97
Jim Grant Rare Investment Reco
This am on Maria's Morning with Maria suggested that gold miners have not reflected the recent runup in gold prices and accordingly might be a good investment opportunity. I agree. AEM, AGI, FNV might be good place to start doing some due diligence.
- Tue Apr 09, 2024 7:55 pm
- Forum: The View from Houston
- Topic: Nuttall Bullish but won’t hit $100
- Replies: 0
- Views: 96
Nuttall Bullish but won’t hit $100
https://www.bnnbloomberg.ca/video/we-remain-bullish-on-oil-but-don-t-expect-it-to-reach-us-100-eric-nuttall~2899322
- Wed Apr 03, 2024 4:39 am
- Forum: Other topics of interest
- Topic: The Next AI Trade
- Replies: 2
- Views: 102
Re: The Next AI Trade
Great piece. Thanks for sharing. Looks like you have your playbook. Consistent with most recent pieces in Uranium Insider April newsletter (highly recommended) and John Rubino’s recent substack piece. Looks like the beginning of the next Industrial Revolution if government can get out of the way. St...
- Tue Apr 02, 2024 7:46 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 241
Re: Nuttall on Bloomberg 4/2
https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-tuesday-april-2-2024~2894073
In case you missed it.
In case you missed it.
- Tue Apr 02, 2024 7:40 pm
- Forum: The View from Houston
- Topic: AI booming Energy Demand
- Replies: 1
- Views: 79
AI booming Energy Demand
From Scientific American Every online AI interaction relies on a scaffolding of information stored in remote servers—and those machines, stacked together in data centers worldwide, require a lot of energy. Around the globe, data centers currently account for about 1 to 1.5 percent of global electric...
- Tue Apr 02, 2024 6:25 pm
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 164
Re: CRK issues 375 m in new debt
Some box of chocolates!
- Tue Apr 02, 2024 9:26 am
- Forum: The View from Houston
- Topic: CRK issues 375 m in new debt
- Replies: 5
- Views: 164
Re: CRK issues 375 m in new debt
Curious where they stand on their revolver debt covenants. Can't be good. Stay tuned. Possibly this is premptive.
- Mon Apr 01, 2024 1:04 pm
- Forum: Picks and tips from the EP community
- Topic: Dorchester Minerals DMLP
- Replies: 0
- Views: 70
Dorchester Minerals DMLP
Technical indicators are bullish and variable dividend history is compelling. Worth a look and due diligence.
- Mon Apr 01, 2024 12:22 pm
- Forum: The View from Houston
- Topic: Nuttall on Bloomberg 4/2
- Replies: 2
- Views: 241
Nuttall on Bloomberg 4/2
Join me tomorrow at 12ET on @marketcall where I'll be reviewing why "we remain bullish" on Canadian heavy oil, our outlook for natural gas stocks, the need for investors to stay disciplined, and where we are still finding compelling value.
- Sat Mar 30, 2024 1:27 pm
- Forum: Other topics of interest
- Topic: Coal Miners
- Replies: 4
- Views: 147
Re: Coal Miners
Thanks guys. I have taken a look a warrior which appears to be a good one with mining in Alabama shipping out from Mobile. Will take a look at the additional names presented. I''m going to shy away from any company with China in its name or known to be lurking behind the curtain.