Some of the great discussions from last night: 11:16 ITE @timber001 17:35 PBR @thejeff85 ($1.14 USD dividend per ADR announced) 25:00 Royalties (Meg, Athabasca, CVE, SU, ERF, PSH, Prairie Sky, Topaz) - @rockcreekfreak
This is likely the showstopper: 31:10 RZE - thewheelfx, ColeBR, then the CEO(!), @oilandgasrebel, takes the stage and adds SO much brilliant insight into his firm.
What's this, the Oil Mafia makes the case for coal?! 1:05:25 BTU, ARLP, Teck, Glencore - @thewheelfx, @IlliniProgrammr, @briantuck75, @thejeff85 1:18:50 Razer, Yangarra, PetroTal, Touchstone, Saturn - @WhiteTundraSG
1:26:17 Geo Energy RE4 SGX – Singapore Stock Exchange-traded Indonesian coal miner with 12% dividend - a @thewheelfx favorite. 1:32:15 CVE and the case for selling! @WhiteTundraSG 1:46 USO puts @InvestInOnG, @Zeal1203
1:51:50 Cargill, Nutrien - @jamesyachyshen 2:10:00 The bear case for oil? $80! - @briantuck75 2:16:00 UNCLE SOHAIB’S STORY TIME
2:29:00 Eric Nuttall – @DKeerX simplifies matters, invests with the legend 2:32:40 VET – @CouldBeMistaken talks TTF-based FCF, riffs on OBE (@InvestInOnG is not happy)
2:37:15 SGY – @WhiteTundraSG Surge is a winner (MEG, too) + insight on block trading. 2:45:45 Helium – @jim_duffus and @WhiteTundraSG on Royal Helium and Imperial Helium
2:49:40 @InvestInOnG talks Pantheon Resources and OYL/CGXEF – Oil Mafia LOVES EVERYBODY! 2:53:20 AGCCF/GSP – @jim_duffus likes Gen Source potash.
2:55:00 @InvestInOnG sings praises of @twebs @YellowLabLife Check out twebs’ Substack:
And his killer single stock space on Volaris:
twebs.substack.com
Episode 10: $VLRS with @CrosscheckC
2:56:35 URANIUM! Can we get @energyburrito to smarten us up? @sohaibab9 works blue as he and @InvestInOnG describe their U238 travails. 3:03:45 JRV/JRVMF – @joemama48072123 discusses Glencore alums running a U.S. cobalt miner.
3:08:00 ABXX/ABXXF – @DumplingXl on a stock trying to start LNG futures trading. Potential Twitter Spaces topic. 3:19:00 GASX – @cdeluhery, @InvestInOnG and @SHOPGod2 on a Colombian NG play. 3:25:00 TAL – @WhiteTundraSG on a favorite Peruvian name.
3:31:40 PSH – @joemama48072123 asks, and @rockcreekfreak holds court. 3:39:40 Earnings, RBY, JOY, IPCO – @rockcreekfreak and @InvestInOnG close things out on a high note.
One closing thought, shout-outs to a several of coal mafia's made men: @mfwarder @dyer440 and @KNLCBD -- all excellent follows. Perhaps they would be kind enough to join us one day to talk their books. Thanks, again, all!
High-Energy Tuesday 1