Welcome back, @jleqc! @philoinvestor joins. Philo revisits the chaos of the past week.
@InvestInOnG joins. 00:07:30 J discusses an incredible drawdown he experienced, and why he thinks the bottom might be in for oil. ... Then the curse of the Android poors strikes.
00:12:30 @RazorOil joins and continues the conversation using a correlation shared by Eric Nuttall. "Natural gas does not look good at all."
00:21:00 Are the big guys picking on the little guys? @Albertagarbage joins and discusses the ease of NG extraction and other factors that might be causing the drilling to continue despite low prices.
00:28:30 What is the break-even price for these companies? Tourmaline has very low break-evens. Can the company be predatory in this environment? Razor says drilling must drop 20% to be in line with historic levels.
00:39:00 AG and Deep think that many companies contractually have to keep drilling. @MadDogRonK joins and discusses the value of the NGLs that come with the NG. "Gas used to be the byproduct."
00:59:00 AG discusses gold pricing vs. oil pricing.
1:07:00 @IlliniProgrammr talks about hedge funds getting rid of their barrels of oil/products -- a Wall Street SPR release.
01:30:00 @jim_duffus and @DUFFER051958: Are two Duffs a good thing? Duff is a $SU owner!
@sohaibab9 is releasing a Youtube interview with @PhilHodgePNE at close of business today.
Sohaib and J discuss portfolio construction. J is buying junior miners with the speculative portion of his port.
2:05:00 Deep heresies: Look outside oil and gas? Sit in cash? Chase other things? Sohaib and @InvestInOnG exchange ideas.
A question for all of us as we are on our individual quests to turn something into a lot more something: Is it important to understand the nuance of what we're investing in? Just general themes?
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2:18:30
joins using Mrs. Burrito's burner. EB has the red ass and wants to buy your shares. J discusses $ASTL.
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We cut from Energy Burrito to
touching on coal and microwaving a burrito. ... 2:26:00 Razor discusses shake and bake.
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2:38:00 Discussing holding onto base positions and selling in and out.
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2:50:00
joins. Matt discusses the folks writing newsletters, investor relations, and growing interest in real assets amongst the investors who read these pubs.
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3:11:00 Matt talks thermal and met coal pricing and long-term trends.
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3:23:00 Matt was a nuclear energy fundraiser recently. He notes the U.S. needs to do more internationally to become a player in nuclear power instead of Russia/China.
Relevant people
World-class Oil, Gas and Coal FURU.
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A question for all of us as we are on our individual quests to turn something into a lot more something: Is it important to understand the nuance of what we're investing in? Just general themes?
·
202
Views
·
Replying to
2:18:30
joins using Mrs. Burrito's burner. EB has the red ass and wants to buy your shares. J discusses $ASTL.
·
We cut from Energy Burrito to
touching on coal and microwaving a burrito. ... 2:26:00 Razor discusses shake and bake.
·
2:38:00 Discussing holding onto base positions and selling in and out.
·
2:50:00
joins. Matt discusses the folks writing newsletters, investor relations, and growing interest in real assets amongst the investors who read these pubs.
·
3:11:00 Matt talks thermal and met coal pricing and long-term trends.
·
3:23:00 Matt was a nuclear energy fundraiser recently. He notes the U.S. needs to do more internationally to become a player in nuclear power instead of Russia/China.
Relevant people
World-class Oil, Gas and Coal FURU.
Trending now
What’s happening
NBA
·
Last night
Warriors at Mavericks
Trending in United States
Project Texas
1,422 Tweets
Trending
Chark
1,179 Tweets
Politics · Trending
Karine Jean-Pierre
10.7K Tweets
Technology · Trending
Facebook and Twitter
30.7K Tweets
Terms of ServicePrivacy PolicyCookie PolicyAccessibilityAds info
More
© 2023 Twitter
, Inc.
3:23:00 Matt was a nuclear energy fundraiser recently. He notes the U.S. needs to do more internationally to become a player in nuclear power instead of Russia/China.
High-Energy Wednesday