Gringo Investments @GringoInvesting
Ex Silicon Valley. SoCal/LatAm. NG Bagholder. California Joined August 2020-
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$RIG Selling off on clear insolvency, Permian perma-growth, and the slow realization that offshore assets, like coal, have zero terminal value. Guys, it's not too late to pivot and buy $FSLR and $TSLA. Just sayin.
🇨🇳 cHiNa iS cOlLaPsInG 🇨🇳
@profplum99 Thinking about this further, these respondents are most likely not the ones with 3% mortgages. From the Larry Summers paper, if you include current financing costs, this is their current experience
This is the kind of policy you get with $NG sub-$2. I remember people wouldn't shut up about renewables in 2020-21. Same applies here. cnn.com/2024/04/25/cli…
Higher GOR ratios - but not in the way everyone expected $XOM
Still true today $AR ⚡
So it begins…
Interesting - $CL Crude Managed Money short positions have usually risen on drops, now rising during a rally 🤔
Read, RT, bookmark for future….a crisis is coming to OFS
This is great. A reminder of why we used to be exceptional and the markers of why we are in decline.
This is great. A reminder of why we used to be exceptional and the markers of why we are in decline.
About the only useful thing TSA does is provide these numbers 👇
TSA checkpoint travel numbers 2024 vs 2023 ...and we are well beyond spring break and the Easter holiday
This is smart by California. Basically what China and India did, but the opposite.
This is smart by California. Basically what China and India did, but the opposite.
Should do a formal write up at some point but let’s do simple math while the koala on a plane $100 - $65 (let’s round up 2023 pre-tax fcf landed China breakeven, see image below) 320 MM tonnes in 2023 (but will grow next few yrs) $11.2bn $1bn g&a $10.2bn 25% taxes $7.65bn…
Should do a formal write up at some point but let’s do simple math while the koala on a plane $100 - $65 (let’s round up 2023 pre-tax fcf landed China breakeven, see image below) 320 MM tonnes in 2023 (but will grow next few yrs) $11.2bn $1bn g&a $10.2bn 25% taxes $7.65bn… https://t.co/TcGqSjDZXm
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@GringoInvesting @_sem_yyc Just shave and rock it will be sexier to the date than looking like you don’t belong
$RIG any positives? Current Atlas contract up May 2025 now extended 4 wells at 505k/d Spitsbergen contract up April 2025 LOI for 3 well extension ~150 days, plus a 6 well option "actively engaged in conversations for rigs that are not scheduled to roll off contract for 1-3yrs"
@GringoInvesting Lol I love 0 TV… just give me all the cash flow before it goes bankrupt
Yet another CEQA lawsuit. Full article here sonomanews.com/article/news/s…
@BullandBaird We're going through a population hump of the 30-35 FTHB age group right now. Demographically speaking we should, in fact, expect demand to wane as that passes
@GringoInvesting I heard wind turbine manufacturing is basically free money🤔
$RIG $VAL $NE RIG 1Q24 call: - Uncharacteristically poor operating performance at 92.9% efficiency 1Q and rev low end of ‘24 guidance. Downtime and delays. RIG is normally good at these things. Weaker cash conversion due to contract prep costs. Nothing wrong w/ market but op…
GDP (PPP) per capita in the EU: - Dark blue: richer than the US - Light blue: poorer than the US but richer than Japan - Yellow: between Japan and Russia - Light orange: between Russia and China - Red: poorer than China What surprises you the most?
WSJ: "California Fast-Food Chains Are Now Serving Sticker Shock" after raising the minimum wage by 25%. Newsom & Co are maximizing prices across the board, from restaurants to electricity to housing to gasoline -- where prices are now $1.57 above the national average🔽
@nimblephatty @WTIBull @calvinfroedge I think it has to do with the falklands..
Offshore build cycles, 1961-present. $RIG $VAL (others to be added later) And they say there is an inventory issue in housing.
@GringoInvesting The BYD's and Cherry's are very reasonably priced in Brazil. I'm not surprised to see them gaining traction...
@GringoInvesting I have been impressed by the Chinese cars I have ridden in. And the owners I have talked to seem to be very happy with them...
@SteveWps Good to see noted #Natgas bull @PaulSaladino7 loving large in the tropics
I am gay for this guy’s tweet. He’s 1000% on the money.
@BichonRedux @WTIBull Good value investors share that disagreeable temperament... seems to be a requirement. If he wasn't so combative, he wouldn't be good.