#  @coeus12345 Coeus Coeus posts on X about $seiv, $panr, $galp, $yalax the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1275722192974733312/interactions)  - [--] Week [---] -95% - [--] Month [-----] -84% - [--] Months [-------] -41% - [--] Year [-------] -49% ### Mentions: [--] [#](/creator/twitter::1275722192974733312/posts_active)  - [--] Month [--] -42% - [--] Months [---] +9.20% - [--] Year [---] +12% ### Followers: [-------] [#](/creator/twitter::1275722192974733312/followers)  - [--] Week [-----] -0.12% - [--] Month [-----] -0.29% - [--] Months [-----] +2.10% - [--] Year [-----] +21% ### CreatorRank: undefined [#](/creator/twitter::1275722192974733312/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [celebrities](/list/celebrities) [currencies](/list/currencies) [us election](/list/us-election) **Social topic influence** [$seiv](/topic/$seiv), [$panr](/topic/$panr), [$galp](/topic/$galp), [$yalax](/topic/$yalax), [$tte](/topic/$tte), [namibia](/topic/namibia), [$yal](/topic/$yal), [$bp](/topic/$bp), [$cvx](/topic/$cvx), [$eni](/topic/$eni) **Top assets mentioned** [TotalEnergies SE (TTE)](/topic/$tte) [BP p.l.c. (BP)](/topic/$bp) [Convex Finance (CVX)](/topic/$cvx) [Enume AI (ENI)](/topic/$eni) [Peabody Energy Corporation (BTU)](/topic/$btu) [PolkaBridge (PBR)](/topic/$pbr) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Exxon Mobil (XOM)](/topic/$xom) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [BHP Group Limited (BHP)](/topic/$bhp) [MyShell Token (SHELL)](/topic/$shell) [Seadrill Limited (SDRL)](/topic/$sdrl) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Venus (XVS)](/topic/venus) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [American Airlines Group Inc (AAL)](/topic/$aal) ### Top Social Posts Top posts by engagements in the last [--] hours "Moving to #coal I am long $YAL.AX (top 5) $NRP $WHC.AX $TGA.L My bias over past 12-18 mths has been #thermal over #met Put simply IF a recession hits met coal gets clobbered but we still need thermal Thermal is absolutely hated and valuations are ridiculous 😍 /17" [X Link](https://x.com/coeus12345/status/1869707297519472679) 2024-12-19T11:32Z [----] followers, [----] engagements "Bought some more $YAL.AX today $YAL should have A$2.4 bn in Cash (A$2.3 bn Net Cash) in Dec-Q = 30% of MC NEWC Thermal coal seasonally down should pick up in [--] weeks. Chinese New Year early this year. Even at spot NEWC $120 = YAL FCF yield = 20%" [X Link](https://x.com/coeus12345/status/1876456412995572138) 2025-01-07T02:30Z [----] followers, [----] engagements "@plumfeeler @ausnotes An acquisition isn't necessarily a wrong move. It depends on the asset and the price paid and if its accretive or not. Bigger company can deliver bigger divies $YAL.AX is a cash machine cash will keep trickling in" [X Link](https://x.com/coeus12345/status/1876550841584459913) 2025-01-07T08:45Z [----] followers, [---] engagements "horrible start to my $YAL.AX [----] prediction down 9% YTD lets take stock - NewC #coal prices in steady decline and now at $116/t - no idea where it settles but its starting to cut through the cost curve now Seasonality chart also kind of sucks now Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going into [----]. Tells you how badly #coaltwitter got it wrong in [----] and might do again this year Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going" [X Link](https://x.com/coeus12345/status/1877677566783598691) 2025-01-10T11:23Z [----] followers, 17.4K engagements "NewC #coal is now starting to cut through cost curve with number of small mines in cash loss. $YAL.AX 's +VE FCF has no foreseable risk with most of its mines below $80/t CC. On my model $YAL's FCF (post capex) turns negative at $74/t NewC. Price would need to fall 36% more" [X Link](https://x.com/coeus12345/status/1877677569744482373) 2025-01-10T11:23Z [----] followers, [----] engagements "Even at $115/t NEWC price (and yes it can go lower) $YAL.AX will generate a FCF of A$1.1 bn in [----] (U$670 mn) or a FCF yield of 20% see the cushion the company has on margins & cash flow and B/S resiliency so what's the catch" [X Link](https://x.com/coeus12345/status/1877677577386508772) 2025-01-10T11:23Z [----] followers, [---] engagements "With all the AI & data center demand and in general rising coal power plant capacities in China & India will mean demand for $YAL.AX coal will remain strong. Yes China & India also developing mines but those grades are poor and then will need blending demand" [X Link](https://x.com/coeus12345/status/1877677584189952133) 2025-01-10T11:23Z [----] followers, [----] engagements "$BTU so as expected 40% drop in price since acquiring the $AAL.L coal mines. yes lower coal prices but they are mediocre mines pumped up in the M&A fever. $YAL.AX timely reminder -- YAL is pricing in a bad M&A. Kestrel coal mine is a shitty asset. Save yourself the trouble Well done $YAL $YAL.AX for not splurging this insane amount Even excluding contingency payout of $550 mn $3.3 bn is atleast 30-40% over priced If $BTU drops 30% over next few weeks/months investors get a chance to get exposure to $AAL.L assets at more reasonable price Well done $YAL $YAL.AX for not splurging this insane" [X Link](https://x.com/coeus12345/status/1878647919982854402) 2025-01-13T03:39Z [----] followers, [----] engagements "All $YAL.AX $YAL had to do was just show em the money Now dump that stupid Kestrel mine plan and just go business as usual $YAL.AX $YAL trading at an EV of A$5.7 bn just reported a net cash increase of A$480 mn from a SINGLE Quarter. Net Cash increase -- post-capex post-taxes. Do the math $YAL.AX $YAL trading at an EV of A$5.7 bn just reported a net cash increase of A$480 mn from a SINGLE Quarter. Net Cash increase -- post-capex post-taxes. Do the math" [X Link](https://x.com/coeus12345/status/1881491134792540614) 2025-01-20T23:56Z [----] followers, [----] engagements "I wouldnt be surprised that from here on $YAL.AX starts paying out 80%+ of all incremental FCF in dividends. They will still have $1bn+ cash on balance sheet. Thats more than enough tbh and will still be adding cash on that register" [X Link](https://x.com/coeus12345/status/1881497994761298378) 2025-01-21T00:24Z [----] followers, [---] engagements "$YAL.AX $YAL Don't think Kestrel is happening. Mgmt made clear they are low-cost producers & will focus on cash accretive biz Also looks likes they could dip into non-Aussie non-coal assets. What that might look like Divies policy resumed so yield bros are welcome back" [X Link](https://x.com/coeus12345/status/1881562747823182100) 2025-01-21T04:41Z [----] followers, [----] engagements "1 month report card $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC #Coaltwitter Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going into [----]. Tells you how badly #coaltwitter got it wrong in [----] and might do again this year Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going into [----]. Tells you how badly #coaltwitter got it wrong in [----] and might do again this year" [X Link](https://x.com/coeus12345/status/1886244834572447793) 2025-02-03T02:46Z [----] followers, 14.3K engagements "If NEWC would have stayed at $120 it would have been 75c but 50c is pretty good too $YAL.AX can do 50c every [--] months and not run out of cash even at current prices @briankirsty 50c-75c divies coming $YAL.AX $YAL @briankirsty 50c-75c divies coming $YAL.AX $YAL" [X Link](https://x.com/coeus12345/status/1892521580887982343) 2025-02-20T10:28Z [----] followers, [----] engagements "@Bloomberg #China population in decline + Urbanization over 60% already (peaking) = Real estate demand peaked All major national infrastructure done too IF robotaxis takeover where does auto demand go Dev. market Steel capita consumption is [---] kg/p vs [---] in China #coaltwitter" [X Link](https://x.com/coeus12345/status/1895416935539773593) 2025-02-28T10:13Z [----] followers, [----] engagements "$YAL.AX ex-divies today. Tx for the 9% divies 🙏 @ spot #thermal #met #coal prices and adj. for divies paid $YAL is trading at 8% '25 FCF yield & 3.5x EBITDA Neither expensive nor cheap given #thermal prices. But if its a thermal trough its a pretty good trough I reckon" [X Link](https://x.com/coeus12345/status/1900071261201719369) 2025-03-13T06:27Z [----] followers, [----] engagements "If #NEWC goes to $90/t then $YAL.AX FCF yield goes down to 2% -- not ideal sure. But it still generates a FCF at as low as $86/t #NEWC -- while at that price I would imagine there will be a sea of bleeding balance sheets across the sector. @ $120/t NEWC = FCF jumps to 20%" [X Link](https://x.com/coeus12345/status/1900072369315787166) 2025-03-13T06:32Z [----] followers, [----] engagements "Five days of eternity Everyone took a solid punch me too also saw outlandish orders being filled $YAL.AX $NE $SEI.V todays pre-market came close to $VAL order too Good to have a bit of cash on side Focused on shuffling book things available cheaper than some I hold" [X Link](https://x.com/coeus12345/status/1909202945570472353) 2025-04-07T11:13Z [----] followers, [----] engagements "$YAL.AX the true King of Coal Still think #thermal #met . There is really no tailwind for met and a recession is over due. So Met gets cheaper $BTU $HCC $WHC.AX $AMR $SMR.AX P.S YAL below is ex-div of 8% so far this year 2m report card #coaltwitter $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC $GLEN.L $NRP https://t.co/wSuIcCGJ20 2m report card #coaltwitter $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC $GLEN.L $NRP https://t.co/wSuIcCGJ20" [X Link](https://x.com/coeus12345/status/1935183272193163616) 2025-06-18T03:50Z [----] followers, [----] engagements "In $YAL $YAL.AX we trust China generated the most ever electricity burning coal in August according to official data. In a release today the country's National Bureau of Statistics put power output from thermal plants (nearly all of them coal-fired) at [-----] TWh in August. #China #CoalTwitter China generated the most ever electricity burning coal in August according to official data. In a release today the country's National Bureau of Statistics put power output from thermal plants (nearly all of them coal-fired) at [-----] TWh in August. #China #CoalTwitter" [X Link](https://x.com/coeus12345/status/1967571518768202041) 2025-09-15T12:49Z [----] followers, [----] engagements "@CaptainRoyen No dividend not factored in Not that it changes chart materially. Congrats on your wins :) $YAL.AX could dump further tbh if & when it wins $AAL mines even at discounted valuation vs $BTU bid Divies will be halted = divy hunters will dump the share" [X Link](https://x.com/coeus12345/status/1973398766515609747) 2025-10-01T14:45Z [----] followers, [---] engagements "@phil_hk @Paremata_ @MM_SdT Wishful thinking wont happen" [X Link](https://x.com/coeus12345/status/1631597373670723584) 2023-03-03T10:08Z [----] followers, [--] engagements "@coaltracker @Onebigsecret2 hey what are you alluding to here Keen to understand VIPs visiting BBM and TBAR but I don't think you'll hear about that. if you want news see out Instogram and Facebook of employees" [X Link](https://x.com/coeus12345/status/1645627356734976005) 2023-04-11T03:18Z [----] followers, [--] engagements "@coaltracker @Onebigsecret2 So its just pure speculation then" [X Link](https://x.com/coeus12345/status/1645720571202932736) 2023-04-11T09:28Z [----] followers, [--] engagements "Thats what this Venus campaign will prove out and market competition to get a 20% stake in probably the hottest seat in offshore E&P available today. Ask yourself how competitive would it be to buyout $HES's 30% stake in Starbroek in [----] if it were on offer" [X Link](https://x.com/coeus12345/status/1660867461011619842) 2023-05-23T04:37Z [---] followers, [--] engagements "@LyinTed1337 @EnergyCredit1 @8750Capital @tradedollarnut @BongripCapital @dhaessel0 @CaptainRoyen good buyback strategy are opportunistic in nature. formulaic approach works for $AAPL but businesses trading at 2-3x EBITDA & $1bn in cash opportunity cost of not being aggressive is no investor interest. Good if you are buy & hold for 5-10 years who does that in cyclicals" [X Link](https://x.com/coeus12345/status/1661247801676943361) 2023-05-24T05:48Z [---] followers, [--] engagements "@RMiller77489648 @Josh_Young_1 @1Roamworldwide You completely miss correlation of underlying theme. $AR $BTU $RIG were all high leverage plays at cusp of a cyclical recovery = same strategy. You bought any other oil /coal / offshore driller same time results wont be different. $PANR unresearched pumped unproven business" [X Link](https://x.com/coeus12345/status/1663396770519609345) 2023-05-30T04:07Z [---] followers, [--] engagements "@Robin25461631 @gil_holzman @EcoAtlantic_OG @VOXmarkets $ECO.L $ECO.V bought it for $4 mn and sold it forward for $10 mn in a six month period. Excellent ROI I would say" [X Link](https://x.com/coeus12345/status/1678654739456872449) 2023-07-11T07:11Z [---] followers, [---] engagements "@coldy10904 Did you just compare $PANR to Zijin. One was fully funded and another is funding itself to pay for top-decile director salaries and nothing to show for it One that went up due to commodity price leverage and another which has almost nothing to do with commodity price" [X Link](https://x.com/coeus12345/status/1689540458031280128) 2023-08-10T07:33Z [----] followers, [---] engagements "@NIUFOOTBALL2013 @coldy10904 You are right about Audits and auditors. Audit is easier. Things are black and white. And there are laws to send you behind bars if audits get fudged. No such thing for IERs. Not saying NS will fudge it. They will just speak to the two different audience in two different places" [X Link](https://x.com/coeus12345/status/1689615632478904320) 2023-08-10T12:32Z [----] followers, [--] engagements "@NIUFOOTBALL2013 @coldy10904 More comments post release" [X Link](https://x.com/coeus12345/status/1689790823251263488) 2023-08-11T00:08Z [----] followers, [--] engagements "@NIUFOOTBALL2013 @coldy10904 Did anyone tell you there are no gas reinjection wells used in Permian because technology hasnt evolved for horizontal fracturing production. $PANR mgmt who cant deliver simple things use 10-15 yr old outdated fracing technologies but think they will be the flagbearers. Think" [X Link](https://x.com/coeus12345/status/1689896047190200320) 2023-08-11T07:06Z [----] followers, [---] engagements "@SheDrills @Frank18914198 Could see this from a long distance away that $FEC.TO $FECCF will keep chipping away $CGXEF stake in coryntene. From as far as I could see this coming.$CGXEF stake is down from 68% to 27% and it may not be done yet There is no downside protection in $CGXEF" [X Link](https://x.com/coeus12345/status/1690699669163376640) 2023-08-13T12:19Z [----] followers, [---] engagements "@Mark_IKN $PANR" [X Link](https://x.com/coeus12345/status/1693141135097807241) 2023-08-20T06:01Z [----] followers, [---] engagements "@Scot126126 @Diamond35076153 $PANR ponzi shareholders do you really want Angry Abusive Scot to lead you the way "FIELD" NOT "one interval or reservoir"" [X Link](https://x.com/coeus12345/status/1696417375980261813) 2023-08-29T06:59Z [---] followers, [---] engagements "great chart $RIG $DO $VAL $OIH" [X Link](https://x.com/coeus12345/status/1699591983503937634) 2023-09-07T01:14Z [---] followers, [---] engagements "@boringsaltville @Paremata_ @valley_llama Nara probably a dry well. We will know soon.thats a bummer. But Venus is still pretty big and early indications from news flows suggest its in good shape. Dry Nara does tame expectations. But stock still cheap even on Venus comps Nigeria growth and Equinor stake buyout ()" [X Link](https://x.com/coeus12345/status/1704505770069393463) 2023-09-20T14:40Z [---] followers, [--] engagements "IF Namibia block reserves double over 3-4 years on further exploration then adj for todays exit multiple it would be $25-30/bbl return or a 5-6x return on Namibia asset. Not bad" [X Link](https://x.com/coeus12345/status/1745007466432344550) 2024-01-10T08:59Z [---] followers, [---] engagements "@Jamesiebabie1 And $SEI.V has [--] more blocks to go with $CVX & $WDS. 3x more optionality. $CVX has already applied for a "up to [--] wells" drilling permission while $WDS is yet to officially exercise its farm-in option - but is going to be a no brainer now" [X Link](https://x.com/coeus12345/status/1745031831941230841) 2024-01-10T10:36Z [---] followers, [--] engagements "$BABA in HK now trading at 35% FCF Yield. Incredible" [X Link](https://x.com/coeus12345/status/1747533301769031721) 2024-01-17T08:16Z [---] followers, [----] engagements "@PerThornblad @OriginalBraila Sure $cvx why not But $galp and $pbr know each other deeply for 20+ years in their partnership offshore Brazil. And $PBR knows deep water like no other. Also the whole orange basin exploration thesis was based on the success of the santos basin in Brazil" [X Link](https://x.com/coeus12345/status/1755643209995481226) 2024-02-08T17:22Z [---] followers, [----] engagements "@David37655174 Check HK market price move" [X Link](https://x.com/coeus12345/status/1759521254036676649) 2024-02-19T10:12Z [----] followers, [--] engagements "Whats your long-term Newcastle thermal coal price Whats your thesis #coal #coaltwitter $yal $yal.ax $whc $whc.ax $btu $arch $ceix" [X Link](https://x.com/coeus12345/status/1784881671185240457) 2024-04-29T09:45Z [----] followers, [---] engagements "Namibia offshore getting crowded fast & furious. only [--] years since first discovery now already have $TTE $SHEL $galp $WDS $BP $ENI $CVX QatarE with drills or drill plans lined up. Obvious majors missing are $XOM $EQNR $REP Chinese / Indian NOCs $GALP.PL $TDW $RIG $VAL $NE $SEI.V $TTE Offshore Macro Trending Positively (1) Namibia Exploration Success: One of the top [--] things on my watch list for [----] was Galps exploration results in Namibia. If floater dayrates get back to newbuild economics ($700k/day) in coming https://t.co/VzPO1EVkZh $GALP.PL $TDW $RIG $VAL $NE $SEI.V $TTE Offshore Macro" [X Link](https://x.com/coeus12345/status/1786931212906631436) 2024-05-05T01:29Z [----] followers, [---] engagements "@TommyDeepwater Hey Tommy whats the source of your volume buildup chart for Galp" [X Link](https://x.com/coeus12345/status/1787018166675415052) 2024-05-05T07:15Z [----] followers, [---] engagements "@wbspreadsheet 10x is still a very low probability event. But there is a non zero chance if $cvx block is a hit if $galp block north also has reservoirs and if $WDS block is also a hit. Needs lot of ducks to line up to get to 10x" [X Link](https://x.com/coeus12345/status/1790034955575136373) 2024-05-13T15:02Z [----] followers, [--] engagements "I agree with this thought process here. I reckon Sintana gets taken out for $1.5-2bn given the huge optionalities it enjoys. Mangeti is in Chevron block (known) and galp block (known) so further significant derisking already. After further thinking about yesterdays Bloomberg article I think it is a high probability Sintana Energy $SEI.v gets bought out. Or to be more specific Custos holding 10-33% mostly in various for carried interests in [--] huge Namibia offshore Petroleum Exploration Licenses PEL After further thinking about yesterdays Bloomberg article I think it is a high probability" [X Link](https://x.com/coeus12345/status/1793210457949650945) 2024-05-22T09:21Z [----] followers, [---] engagements "Havent unpacked and dissected another misleading press release from the house of @EnergyHobbs in a while Capital raise announcement due anytime to fund massive compensations driven working capital expense @ $PANR #PANR will most likely be disguised at strategic capital needs" [X Link](https://x.com/coeus12345/status/1796146830054408380) 2024-05-30T11:49Z [----] followers, [---] engagements "@Michael61521180 @OriginalBraila The Mangetti discovery in the Total $TTE block already extends into both the $CVX and $galp block. Its confirmed by $AOI CEO already. So there is already a discovery at $CVX and $galp block is already bigger beyond Mopane" [X Link](https://x.com/coeus12345/status/1797281662939922677) 2024-06-02T14:58Z [----] followers, [---] engagements "@Gary02001438 I am not one for excel model theories. I have made 100s of models and I know how to tweak them where it can go completely unnoticed. Let $PANR drill AT LEAST ONE well where the oil actually flows :) $PANR excel model is as good as the number of JV partners knocking its doors" [X Link](https://x.com/coeus12345/status/1798365817614340123) 2024-06-05T14:46Z [----] followers, [--] engagements "good call @BurggrabenH reposting because @EnergyHobbs & @PantheonResour1 seem to have hired an army of #bots to crowd out and drown critical opinion on #X all the while Apes continue to pour hard earned money in this #fraud I warned you on $PANR - a long time ago https://t.co/qYMJtpdkur I warned you on $PANR - a long time ago https://t.co/qYMJtpdkur" [X Link](https://x.com/coeus12345/status/1813054386157023344) 2024-07-16T03:33Z [----] followers, [----] engagements "$dbg.v @YellowLabLife similar hall of fame junior explorer fraud shitco with similar fan following is $PANR #PANR @PantheonResour1 Its time to go Was I a good jr mining shitco Yes one of the shittiest there ever was Its time to go Was I a good jr mining shitco Yes one of the shittiest there ever was" [X Link](https://x.com/coeus12345/status/1816742232248230112) 2024-07-26T07:47Z [----] followers, [---] engagements "@coldy10904 @Coeus @PantheonResour1 Just a small fact the $PANR stock is down 50%+ from that infamous mgmt call guess $$$ talks" [X Link](https://x.com/coeus12345/status/1817515756654829901) 2024-07-28T11:01Z [----] followers, [--] engagements "@respeculator You have to adjust for API in the sales mix. I just take a historical ASP discount to Newc and run with it" [X Link](https://x.com/coeus12345/status/1826535199125234065) 2024-08-22T08:21Z [----] followers, [---] engagements "$SMR.AX $NHC.AX maybe too big a deal for them to absorb Indonesian miners - dont think they will get approval given lax mining standards $BHP def not they sold mines at much lower cost quartile to buy mines at 90th centile Who else" [X Link](https://x.com/coeus12345/status/1827203513652539860) 2024-08-24T04:37Z [----] followers, [---] engagements "$XOM talking their book 15% global natural decline rate is probably nonsense. US Shale is about 10% of global productions and declining at 25-30% thats a max 3-percentage point addition to a 5-6% global natural decline rate. Guy whos bullish oil because theres a chance we have a **70 MMbpd** supply deficit in [----]. Global decline rates DRINK https://t.co/fxA4CD05rj Guy whos bullish oil because theres a chance we have a **70 MMbpd** supply deficit in [----]. Global decline rates DRINK https://t.co/fxA4CD05rj" [X Link](https://x.com/coeus12345/status/1828957197973520385) 2024-08-29T00:45Z [----] followers, [---] engagements "This is absolutely insane Is there anyone in this world more efficient than the Chinese Drilling [----] meters in a single day: China National Offshore Oil Corporation has set a new record for daily depth drilled in an offshore oil and gas field. #China #oil #gas #record #drilling https://t.co/ZMDnpEocqX Drilling [----] meters in a single day: China National Offshore Oil Corporation has set a new record for daily depth drilled in an offshore oil and gas field. #China #oil #gas #record #drilling https://t.co/ZMDnpEocqX" [X Link](https://x.com/coeus12345/status/1830141198939668595) 2024-09-01T07:10Z [----] followers, [---] engagements "Agree. OPEC should have come back to full capacity post Covid even if that mean oil stayed at $50 for next [--] more years. They would have had full production and #shale dead and buried for years. But the greed for price is why the prices are not where they would have wanted If OPEC+ has not cut production at all prices in 2025-2027 would be above $120 without any war nor political events. Prices would be supported by market fundamentals and nothing can be done about it. US and China inventories would be exhausted and OPEC+ spare capacity would If OPEC+ has not cut production at all prices in" [X Link](https://x.com/coeus12345/status/1832267771922800916) 2024-09-07T04:00Z [----] followers, [---] engagements "@coldy10904 @PantheonResour1 @EnergyHobbs I understand you get fat investment banking fees from $PANR constant capital raises. So hard for you to say anything other than pump their pump but that's fine mate. Markets decide everything -- meanwhile enjoy your fees as @energyhobbs is ensuring his paychecks" [X Link](https://x.com/coeus12345/status/1833327027077976229) 2024-09-10T02:09Z [----] followers, [---] engagements "@respeculator If $X wasnt called US Steel it would have been 2x the price it is today If $YAL.AX didnt have a Chinese owner for an ASX listed stock it would have been 2x today Sigh" [X Link](https://x.com/coeus12345/status/1833449733307937175) 2024-09-10T10:17Z [----] followers, [----] engagements "Toyota's all-solid-state EV battery plans get the green light in Japan https://electrek.co/2024/09/09/toyotas-all-solid-state-ev-battery-plans-get-green-light-japan/ https://electrek.co/2024/09/09/toyotas-all-solid-state-ev-battery-plans-get-green-light-japan/" [X Link](https://x.com/coeus12345/status/1833642616824689015) 2024-09-10T23:04Z [----] followers, [---] engagements "@Gary02001438 @coldy10904 @PantheonResour1 IERs are exactly that -- creative numbers based on tons of assumptions. They are not set in stone. $PANR has so far failed to convert them into anything meaningful Speak in 6m after Megrez results fail to lift your spirits and your % share of "resource" size diminishes further" [X Link](https://x.com/coeus12345/status/1833714433329357012) 2024-09-11T03:49Z [----] followers, [---] engagements "Just muted Trump Harris Kamala words on #x for me. The race I think is over and best to keep this distraction away" [X Link](https://x.com/coeus12345/status/1834016098389524908) 2024-09-11T23:48Z [----] followers, [---] engagements "#coaltwitter in a very bearish mood. Sure if coal prices and equities languishing where they are ahead of a potential economic crisis the consensus might be right this time. Mainly own and will add $YAL.AX (30% FCF yield even nw) + $NRP Waiting for lower $WHC.AX $HCC What will be the cyclical low for $WHC.AX $whc over next [--] months #coaltwitter What will be the cyclical low for $WHC.AX $whc over next [--] months #coaltwitter" [X Link](https://x.com/coeus12345/status/1834120835566535068) 2024-09-12T06:44Z [----] followers, [----] engagements "Can Roger Tucker do one more idiotic transaction so that $AOI.TO $AOI can go down SEK12 or C$1.6 His M&A strategy & sequence of transactions has been horrendous despite good assets. Very poor CEO. His IR recently followed me maybe the message gets across to him" [X Link](https://x.com/coeus12345/status/1835953877470093807) 2024-09-17T08:08Z [----] followers, [----] engagements "$AOI.TO has some really good assets $AOI also manages nothing purely sleeping partners in all assets Once CEO is done fucking up with his M&A strategy and destroying share holder capital he can go back to sleep and there is value to be extracted here" [X Link](https://x.com/coeus12345/status/1835955126890357198) 2024-09-17T08:13Z [----] followers, [--] engagements "Exactly one year back when I was getting mocked on this 🤣🤣 $PANR shares o/s in [----] when it acquired Alaska leases -- [---] mn $PANR shares o/s today -- [----] mn -- 80% dilution of shareholders. Sep [----] -- Shares o/s -- [----] mn+ (bookmark it coldy)" [X Link](https://x.com/coeus12345/status/1835973406191493626) 2024-09-17T09:25Z [----] followers, [----] engagements "@phil_hk If you do the maths of the valuation dilution via prime merger you will realise that the stock price decline is justified. Try doing the math yourself once and you will notice it" [X Link](https://x.com/coeus12345/status/1835976067934564567) 2024-09-17T09:36Z [----] followers, [---] engagements "@phil_hk $AOI.TO $AOI had $200 mn cash + Namibia + 3B/4B + EG they undervalued ALL this on Prime merger at cost of its shareholders value destruction. Just a few weeks later Roger bumped up Namibia value by 25% to impact to purchase their stake. Double disaster Market aint stupid" [X Link](https://x.com/coeus12345/status/1835978912465096765) 2024-09-17T09:47Z [----] followers, [---] engagements "$PANR stock return since that tweet from coldy above. Share price collapse + share dilution = death 🌀" [X Link](https://x.com/coeus12345/status/1835981312165048402) 2024-09-17T09:57Z [----] followers, [---] engagements "$AOI.TO $AOI shareholders should IMO vote to reject the merger $AOI shareholders getting taken for a ride from terrible strategy execution from Roger Tucker. $AOI is worth a lot more that the merger scrip ratio suggests Africa Oil Corp. will hold a special shareholder meeting on October [--] [----] to approve an amalgamation resolution with BTG Pactual Oil & Gas. Shareholders can vote using the proxy form before October [--] or [--] depending on the stock exchange. $AOI.TO Africa Oil Corp. will hold a special shareholder meeting on October [--] [----] to approve an amalgamation resolution with BTG Pactual" [X Link](https://x.com/coeus12345/status/1836207314782818793) 2024-09-18T00:55Z [----] followers, [----] engagements "@ImmaYieldGuy You cant get to a $3 bn+ value while assigning a zero or near zero value to Grosvenor. Its simply not possible. $AAL.L" [X Link](https://x.com/coeus12345/status/1836626449844895841) 2024-09-19T04:40Z [----] followers, [---] engagements "As expected @EnergyHobbs & team happily compared Megrez to Pikka/Willow again but provided no flow rate guidance Instead said on the lines of success of Megrez will be judged on our metric rather than flow rates Ofcourse anything is a success on our metrics :) $PANR @PantheonResour1 @EnergyHobbs #PANR hosting webinar tomorrow on Megrez well plan Only [--] Q will $PANR provide an expected flow rate guidance after already comparing it to Pikka / Willow which flowed [----] bopd+ vertical & [----] bopd+ horizontal https://t.co/77ervmFQI7 @PantheonResour1 @EnergyHobbs #PANR hosting webinar tomorrow on" [X Link](https://x.com/coeus12345/status/1836631497182450175) 2024-09-19T05:00Z [----] followers, [---] engagements "Mgmt PUMP doesn't stop there. Now publicly pumping to target beating performance of $PXD $FANG & Continental Will @energyhobbs elaborate that a 10x from today is simply a breakeven for bag holders who bought $PANR at the peak What about future equity raise & dilution :)" [X Link](https://x.com/coeus12345/status/1836632795080454430) 2024-09-19T05:05Z [----] followers, [---] engagements "@EnergyHobbs When a Mgmt start parading and pitching itself as investment cases better than some of top companies in the business and all they have to show for it is a 80% share dilution in the process and a stock down 90% from peak with no capital for development -- run & hide $PANR" [X Link](https://x.com/coeus12345/status/1836633672134332547) 2024-09-19T05:09Z [----] followers, [---] engagements "@Gary02001438 I really dont care who Scott is and why Stahel shared the documents. Scott is a sketchy character anyway. Shorting stocks aint easy one needs conviction as duration is against you. Its my conviction against yours. I share my view you share yours. If you win - well done" [X Link](https://x.com/coeus12345/status/1837061262309540088) 2024-09-20T09:28Z [----] followers, [--] engagements "@souzaj99 PEL [--] already has a discovery. Roger tucker of $AOI.TO $AOI has already said at a town hall earlier that #Mangetti needs to be appraised further by their neighbours in their blocks which is essentially $CVX $SEI.V in PEL90. Mangettii will be unitized as well at some point" [X Link](https://x.com/coeus12345/status/1838570535682212208) 2024-09-24T13:25Z [----] followers, [---] engagements "@souzaj99 Yea true that I am not sure which company are you attributing [--] discoveries to pre drill" [X Link](https://x.com/coeus12345/status/1838585760519458987) 2024-09-24T14:26Z [----] followers, [---] engagements "Had an $8.75 limit orderon $EC a while back and it just hit last night. Havent followed why (does anyone know) but took opportunity to load a bit. Time to do some work and find out whats happening here. Might just sell back but R/R seems very good optically Thoughts" [X Link](https://x.com/coeus12345/status/1839137789180522506) 2024-09-26T02:59Z [----] followers, [---] engagements "Hmm. JPM downgrade based on a lot of geopolitical risks and some other risks I need to do some work on. But geopolitical risks led sell off are usually a Buying opportunities. No govt kills the goose that lays golden eggs $EC Ahora JPMorgan se une a Morgan Stanley reduciendo en 30% el precio objetivo de Ecopetrol. Al igual que con el dlar dirn que es un movimiento mundial una manipulacin de los analistas y periodistas internos o que la petrolera ya vena mal. 30% son [--] BN de pesos en market https://t.co/QHhtPXNtmT Ahora JPMorgan se une a Morgan Stanley reduciendo en 30% el precio objetivo de" [X Link](https://x.com/coeus12345/status/1839139036902076771) 2024-09-26T03:04Z [----] followers, [----] engagements "What is the oil bull thesis if the threat of #OPEC spare capacity lingers like the Sword of Damocles If #shale production picks up growth after Matterhorn Express Pipeline comes online If there is a soft / hard landing underway If US inventories are not exactly falling" [X Link](https://x.com/coeus12345/status/1839224218489336277) 2024-09-26T08:43Z [----] followers, [---] engagements "The path to an oil bull market has to first jump the hurdle of the exhausting OPEC spare capacity without it there is no Bull market period. Trade around stocks but dont buy for the cycle" [X Link](https://x.com/coeus12345/status/1839225088291516739) 2024-09-26T08:46Z [----] followers, [---] engagements "@TRAVmoneyofmine @moneyofminepod Get someone HK / SG based or even better from mainland with good on the ground grip and view. Western commentary is all painted largely with the same brush they were ALL very very wrong going into post FED rate cut which was the cue for the Xi bazookas to come out" [X Link](https://x.com/coeus12345/status/1840620450038300906) 2024-09-30T05:11Z [----] followers, [---] engagements "@_triangulate_ Maybe you didnt run the numbers / events carefully and just took your decision based on the corporate PPT (which was made with the intention to get approval from your votes). But your vote your choice :)" [X Link](https://x.com/coeus12345/status/1840706877199720858) 2024-09-30T10:54Z [----] followers, [---] engagements "@SirAdamBlyth You know I cant answer that your R/R framework will be very different from mine. I shared what I think the FCF yield is at a todays price balance sheet and coal price curves. I let you decide" [X Link](https://x.com/coeus12345/status/1840711161635115263) 2024-09-30T11:11Z [----] followers, [---] engagements "Been thinking about it.There is one last fuckup left for Roger Tucker to do. He will at some point consolidate Impact O&G into $AOI.to $AOI And in his desperation to do that he will again agree to a super bad scrip ratio merger just like he is doing to merge Prime @phil_hk Venus farmout = stupid Stopping buyback = stupid Prioritizing divies = stupid Prime merger scrip ratio = stupid Gifting half of Venus to $TTE and then chasing to buy back from Impact at huge premium = stupid Venus farmout before Prime consolidation = stupid $AOI $AOI.TO @phil_hk Venus farmout = stupid Stopping buyback =" [X Link](https://x.com/coeus12345/status/1840737123055599800) 2024-09-30T12:55Z [----] followers, [----] engagements "@capconstrained Firstly you cant value $AOI.TO $AOI on a multiple basis its has low producing reserve/reserve life and declining trajectory of volume / EBITDA / cash flows from Nigeria Most people got the stock wrong last few years because they cant see that core business is in decline" [X Link](https://x.com/coeus12345/status/1840745093365411896) 2024-09-30T13:26Z [----] followers, [---] engagements "@capconstrained Secondly the stock from a portfolio terms could be argued attractive even at SEK20 or SEK25 but Roger has done some really horrible deals so far. So there has to be obvious management discount on stock. Then you have to think what can be the next fuck up. = Impact merger" [X Link](https://x.com/coeus12345/status/1840745674343936347) 2024-09-30T13:29Z [----] followers, [--] engagements "@capconstrained Thats doesnt mean anything really a few bps here or there for financing which ultimately depends on the credit rating of the company. Nigeria Prime will have to de-leverage as production declines there is no choice. Without reserves they cant keep holding on to the debt" [X Link](https://x.com/coeus12345/status/1840750887591088415) 2024-09-30T13:49Z [----] followers, [---] engagements "This could also mean that #Mopane is much bigger than what is shows on the map by Galp so far as the boundary of $TTE's block is a good 30-40 kms away from the current border of $galp's #Mopane" [X Link](https://x.com/coeus12345/status/1841687715823362530) 2024-10-03T03:52Z [----] followers, [---] engagements "@capconstrained @25robbose @KattiKnowledge Rob should be fine on [--] with the carry. But [--] with $CVX is same situation as Impact in $TTE block. Custos has just [--] well carry & from there capital calls start to come in. $CVX has no incentive to update market on drill results until they take out Custos. Same playbook as TTE" [X Link](https://x.com/coeus12345/status/1841832773293900184) 2024-10-03T13:28Z [----] followers, [---] engagements "@capconstrained @25robbose @KattiKnowledge Ok. But $CVX could use the same playbook at $TTE. Not disclose the size of any discovery do not share data with Custos and then raise capital calls for further exploration that Custos cant afford. Then be the buyer of last resort just like $TTE. It worked like a dream for TTE" [X Link](https://x.com/coeus12345/status/1841837382884327895) 2024-10-03T13:47Z [----] followers, [---] engagements "$ECO.L highlights #Mopane as a discovery in both the $galp (PEL83) and $CVX (PEL 90) Blocks in their PPT. Very Interesting. Roger T & Shahin @ $AOI.TO $AOI earlier pointed #Mangetti extends into [--] and [--] blocks. Is $TTE's #Tamboti = #Mopane https://wp-ecooilandgas-2020.s3.eu-west-2.amazonaws.com/media/2024/07/ECO_Investor-Presentation-JUL-FOR-WEB.pdf https://wp-ecooilandgas-2020.s3.eu-west-2.amazonaws.com/media/2024/07/ECO_Investor-Presentation-JUL-FOR-WEB.pdf" [X Link](https://x.com/coeus12345/status/1846784412941480264) 2024-10-17T05:24Z [----] followers, [----] engagements "@respeculator This is a good discussion so thanks Is it really a low cost mine adjusted for quality with avg 67% of bmrk pricing IMO possible EMR just wants out & pumping up in press Yes mine made $465 mn past [--] yrs (war prem) but also made just $260 mn over past [--] selling 35mt coal" [X Link](https://x.com/coeus12345/status/1847087184429699399) 2024-10-18T01:27Z [----] followers, [---] engagements "@respeculator @YBMCapital Bingo" [X Link](https://x.com/coeus12345/status/1847183147928293646) 2024-10-18T07:49Z [----] followers, [---] engagements "BNEF Talk: Is There an EV Slowdown and What Does It Mean for the Energy Transition on Vimeo https://player.vimeo.com/video/1017996531 https://player.vimeo.com/video/1017996531" [X Link](https://x.com/coeus12345/status/1847547171295703186) 2024-10-19T07:55Z [----] followers, [---] engagements "@YellowLabLife @wmiddelkoop @Mark_IKN @moneyofminepod @TRAVmoneyofmine @JDmoneyofmine Not into loop. But guys @moneyofminepod come across as really nice folks trying best to bring smart people on podcast and let them speak. Always civil & curious. always bantering making it light even if tensions rise. Sometimes feel stretched but they try to do a lot only fair" [X Link](https://x.com/coeus12345/status/1847850844387184645) 2024-10-20T04:02Z [----] followers, [---] engagements "@rabito79 Was it really his own money Or paid for by a NY based hedge fund to him as consulting fees so that his signing up with the company lifts sentiment and avoids (albeit temporarily) a complete write down to [--]. You should know which HF was behind the scene to get him on board 😀" [X Link](https://x.com/coeus12345/status/1849053981173322152) 2024-10-23T11:43Z [----] followers, [---] engagements "@rabito79 @WoodSalmon If you cant see the simple point today that @EnergyHobbs & team sneakily gifted themselves [--] mn stock options at spot prices in the guise of retiring old options which would have expired worthless then any further discussion with you is a bridge too far :)" [X Link](https://x.com/coeus12345/status/1849099472632197415) 2024-10-23T14:44Z [----] followers, [---] engagements "@rabito79 @WoodSalmon @EnergyHobbs They simply put contingency statements. Commercial contingent to.. Ofcourse you overlook them :) They write what $PANR wants them to because they paid for it and then write their own section on contingencies. Thats how CPR works if you were ever involved in making one" [X Link](https://x.com/coeus12345/status/1849117486731686080) 2024-10-23T15:55Z [----] followers, [---] engagements "I bought $sei.v when it was 14-15 Canadian cents and unknowingly of the wisdom below I had asked the same questions to myself. In my case birds being oil reservoirs. I think $ sei.v has only caught just one of the atleast 3-4 birds so far. Warren Buffetts [--] questions for valuing a stock: https://t.co/yVYkunWw60 Warren Buffetts [--] questions for valuing a stock: https://t.co/yVYkunWw60" [X Link](https://x.com/coeus12345/status/1852012720486519242) 2024-10-31T15:40Z [----] followers, [----] engagements "@mike_oil_invest @CdnResourceInv Cash isnt a problem. Current cash can fund up to [--] more wells on the chevron block after then 1st well Chevron will drill soon. Plus $sei.v will get discovery bonus if this well hits so more incoming cash. MC goes up as well so easy to raise small 💰. Cash is the last issue" [X Link](https://x.com/coeus12345/status/1852255634533814501) 2024-11-01T07:45Z [----] followers, [---] engagements "$AOI.TO $AOI after exiting my position few months back at $20 SEK am back to full position @ avg $13.5 SEK IMO current EV implies [--] value for stake in $TTE big Namibia discovery of Venus / Mangetti and potentially Tamboti soon. Mgmt still biggest risk but worth taking here" [X Link](https://x.com/coeus12345/status/1852266690395951375) 2024-11-01T08:29Z [----] followers, [----] engagements "Matterhorn pipeline should help increase Permian #oil production by 350-400 kbd (should start to see this in a few months). Then comes Blackcomb Apex & Saguaro. These together could unlock another 1000+ kbd of Permian #Oil What exactly is #OPEC production cut strategy" [X Link](https://x.com/coeus12345/status/1853225471988908242) 2024-11-03T23:59Z [----] followers, [---] engagements "Not just Solar #China wind generation capacity growth is also clocking a pace of [---] GW PER YEAR Tell me why has #Chinese #oil demand not peaked And most of IEA EIA OPEC are guiding for oil demand growth in China this year and next" [X Link](https://x.com/coeus12345/status/1853228281866416275) 2024-11-04T00:10Z [----] followers, [---] engagements "I think this is the single most important reason why rig counts are meaningless now. Longer laterals and improving productivity means more barrels per rig. Wait and see how Permian volume returns to growth next few months as Matterhorn ramps up with more pipelines in queue US Shale: Simply remarkable [----] is shaping up to be the best year ever for productivity per well. That was a surprise to me says Ted Cross VP at Novi Lab. Its kind of a counternarrative to what youll often hear. #Oil https://t.co/n6u73Q94Mt US Shale: Simply remarkable [----] is shaping up to be the best year ever for" [X Link](https://x.com/coeus12345/status/1853236065395671098) 2024-11-04T00:41Z [----] followers, [---] engagements "Time for #Commodities again 1/3 Bob is 💯 This chart shows the rise in long-rates never after a first-rate cut is unprecedented. The market is rejecting the Fed's rate-cutting policy. Why * The economy is good * Inflation is not "solved" (and tariffs are inflationary) * Don't need monetary stimulus https://t.co/qDzMOxyQN4 1/3 Bob is 💯 This chart shows the rise in long-rates never after a first-rate cut is unprecedented. The market is rejecting the Fed's rate-cutting policy. Why * The economy is good * Inflation is not "solved" (and tariffs are inflationary) * Don't need monetary stimulus" [X Link](https://x.com/coeus12345/status/1853422513038266429) 2024-11-04T13:02Z [----] followers, [---] engagements "#Kapana is likely more analogous to #Mopane as its a Cenomanian-Albian target similar to Mopane. Venus is Aptian while Mangetti/Tamboti are shallower so likely both are Ceno-Albo as well. $CVX $TTE $AOI.TO $AOI $SEI.V $GALP $PCL.AX" [X Link](https://x.com/coeus12345/status/1854472247853121800) 2024-11-07T10:33Z [----] followers, [----] engagements "With Donald Trump victory here are his energy and climate positions https://www.ciphernews.com/articles/with-donald-trump-victory-here-are-his-energy-and-climate-positions/ https://www.ciphernews.com/articles/with-donald-trump-victory-here-are-his-energy-and-climate-positions/" [X Link](https://x.com/coeus12345/status/1854508071625900510) 2024-11-07T12:55Z [----] followers, [---] engagements "- Need 🚀 1st make it profitable by satellites & internet while keep building bigger 🚀 If someone starts with an Are You Stupid Dream.just think where @elonmusk has got to by thinking I want to see apartments & shopping malls on Mars" [X Link](https://x.com/coeus12345/status/1855146899369836960) 2024-11-09T07:14Z [----] followers, [---] engagements "@elonmusk I love @elonmusk and cant wait to see the 1st Starshio launch to Mars. Dont live in America but have promised my [--] yr old son who has watched very starship launch 🚀 with excitement that we will go and see the Mars launch together near Starbase Go Elon" [X Link](https://x.com/coeus12345/status/1855149130336944379) 2024-11-09T07:23Z [----] followers, [---] engagements "Took a starter short on $PANR. Almost at the top of the chart today at good volume Management has history to overstate achievements and understate failures Current well compared to Pikka / Horeshoe. Tall task Stock trading at $400 mn market cap with nothing to show for it" [X Link](https://x.com/coeus12345/status/1855899433755672910) 2024-11-11T09:04Z [----] followers, [----] engagements "@coldy10904 Only if it flows. Pikka/Horseshoe & Willow flowed 2000-3000 bpd from vertical tests. Best a $PANR well did was [---] bopd from a horizontal test. Stock valued $400mn+ is insane without proof of concept Stock moving 20% on a well known spud news is more insane :) Lets see" [X Link](https://x.com/coeus12345/status/1856125434767020235) 2024-11-12T00:02Z [----] followers, [---] engagements "@coldy10904 point is IF they were important discoveries 1) they would have got a farm out / buy out offer 2) they would have drilled further appraisal well to prove up and silence any naysayers specially when the stock price crashed 3) discover appraise deal. Thats how things work" [X Link](https://x.com/coeus12345/status/1856175290025927062) 2024-11-12T03:20Z [----] followers, [---] engagements "@Michael61521180 @YouTube My only retort to that is if that were such a big issue explain why $TTE $SHEL $GALP & Others having together sunk in over $2 billion in exploration in Namibia over the past [--] years are still drilling and $CVX $BP $ENI are lining up their drills" [X Link](https://x.com/coeus12345/status/1856496975258235206) 2024-11-13T00:39Z [----] followers, [---] engagements "@Michael61521180 @YouTube Its likely almost $3 billion spent already in Namibia and counting" [X Link](https://x.com/coeus12345/status/1856497313566650689) 2024-11-13T00:40Z [----] followers, [---] engagements "@amboteignosceme key to understand this chart is to discard everything pre-2020 and look at data post that. China added [---] GW of Solar last year and will do same this year they have a Base to create that much supply minimum every year now. Now work back the math from there on an excel sheet" [X Link](https://x.com/coeus12345/status/1858696395550847372) 2024-11-19T02:18Z [----] followers, [--] engagements "@YellowLabLife Not sure how you simplistically assume $65-70 margin for Anglo assets. Costs now at $140/t+ (post fire) and $125/t+ need to go below $100/t to get anywhere close to $65/t. Ofcourse assuming there is [--] cost inflation over next [--] years" [X Link](https://x.com/coeus12345/status/1861067770387222800) 2024-11-25T15:21Z [----] followers, [---] engagements "@YellowLabLife They just gave out a very very wrong number on cost Actual costs now are $140/mt ex royalty. Inc royalty and in short tons basis - actually cost is $190/ short ton - not $140/st Wow Sell side will pick it up as bullish only to realise later how wrong they will be $BTU" [X Link](https://x.com/coeus12345/status/1861083965752529259) 2024-11-25T16:26Z [----] followers, [---] engagements "The koala gets it and the koala is a smart guy $BTU Sold all Peabody $BTU in the eucalyptus tree and bought more Warrior $HCC and for the first time in years more Glencore $GLEN.L More the koala pondered on that conference call the more it kicks itself for not putting the dots together this morning that the guide was way too Sold all Peabody $BTU in the eucalyptus tree and bought more Warrior $HCC and for the first time in years more Glencore $GLEN.L More the koala pondered on that conference call the more it kicks itself for not putting the dots together this morning that the guide was way" [X Link](https://x.com/coeus12345/status/1861189115460624494) 2024-11-25T23:23Z [----] followers, [---] engagements "@CaptainRoyen @YellowLabLife 1) this is metric tonne $BTU guidance is is short ton 2) this is pre-fire of Grosvenor post fire that $125/metric tonne is $145/metric tonne+" [X Link](https://x.com/coeus12345/status/1861242956256288843) 2024-11-26T02:57Z [----] followers, [---] engagements "@ImmaYieldGuy Chinas energy demand is a) still growing b) Chinese oil demand switching to coal / Re Global energy demand for data centers and compute power will 🚀 Nations want to keep data centres locally (data security) = energy mix cant be 100% Renewable" [X Link](https://x.com/coeus12345/status/1861247381289029769) 2024-11-26T03:15Z [----] followers, [---] engagements "@realhagetaka @boronite @CaptainRoyen Yup. was surprised how they conveniently hid costs from the slide deck ($WHC $BHP slides were slick) $BTU mgmt kept harping on long duration cash flows with little focus on cost and path to cost improvement. You generally focus narrative on LT when ST cant be explained" [X Link](https://x.com/coeus12345/status/1861262395076944379) 2024-11-26T04:15Z [----] followers, [---] engagements "@respeculator Its 85-88% relativity for Anglo coal not 100% $BTU" [X Link](https://x.com/coeus12345/status/1861547371907424666) 2024-11-26T23:07Z [----] followers, [---] engagements "So with $AAL.L coal bid lost next in line for $YAL.AX is the Kestrel mine. Whats it worth and should $YAL go for it #Coaltwitter Did some work on Kestrel coal mine don't feel very impressed 5.5-6.0 mtpa mine likely mix of 80:20 Met:thermal Avg ASP below 70% of Benchmark Avg ASP @ Spot = US$125/t Avg COGS (ex-royalty) = US$85-90/t (A$135/t) EBITDA/t @ spot = US$18/t $YAL.AX #coaltwitter Did some work on Kestrel coal mine don't feel very impressed 5.5-6.0 mtpa mine likely mix of 80:20 Met:thermal Avg ASP below 70% of Benchmark Avg ASP @ Spot = US$125/t Avg COGS (ex-royalty) = US$85-90/t" [X Link](https://x.com/coeus12345/status/1861981491640844359) 2024-11-28T03:52Z [----] followers, [----] engagements "$BTU $SMR.AX Peabody did the same last year acquiring the Wards Well coal deposit from Stanmore @ $1/t of saleable coal + $1.5/t of contingent payment post commission & cost recovery" [X Link](https://x.com/coeus12345/status/1861981502646768018) 2024-11-28T03:52Z [----] followers, [---] engagements "#Wikipedia needs a #woke cure medicine $CVX #oott #endwokeness" [X Link](https://x.com/coeus12345/status/1862347492672905440) 2024-11-29T04:06Z [----] followers, [---] engagements "You need to spend 10x more time + effort to do due diligence & research on a small cap then on a large cap company. Yet your potential investment in that small cap will be relatively limited vs the large cap due to liquidity constraints. Can be rewarding ONLY if done well" [X Link](https://x.com/coeus12345/status/1864289777941659665) 2024-12-04T12:44Z [----] followers, [---] engagements "closed the $PANR short at open today for a cool +10% @EnergyHobbs & his team will pump this up now to do a BIG capital raise and dump shares on yolo apes. Let's try and put some sanity into this. Took a starter short on $PANR. Almost at the top of the chart today at good volume Management has history to overstate achievements and understate failures Current well compared to Pikka / Horeshoe. Tall task Stock trading at $400 mn market cap with nothing to show for it Took a starter short on $PANR. Almost at the top of the chart today at good volume Management has history to overstate" [X Link](https://x.com/coeus12345/status/1866399654205931922) 2024-12-10T08:28Z [----] followers, [----] engagements "so $PANR is out with a press release announcing a [----] feet interval of hydrocarbon discovery. Awesome Just that there is nothing new or ground breaking about it " [X Link](https://x.com/coeus12345/status/1866400413203005600) 2024-12-10T08:31Z [----] followers, [---] engagements "@AndyJay16634390 IF any of these or potentially $wds $XOM or $PBR who are likely next entrants in Namibia -- want to continue or want to drill there is no shortage of rigs availability in 2025" [X Link](https://x.com/coeus12345/status/1866673382210802114) 2024-12-11T02:36Z [----] followers, [---] engagements "$PANR apes and paid promoters cant respond to serious questions. Their only revert is that excel sheets prepared by $PANR proves the fields are commercial Every single paid & commissioned 3rd party assessment provider has stated numerous contingencies none of which resolved @Flight_Useful Similar conceptual scenarios were spouted during the last well also which was a success during drilling and subsequently couldnt get the oil out of the ground commercially @Flight_Useful Similar conceptual scenarios were spouted during the last well also which was a success during drilling and subsequently" [X Link](https://x.com/coeus12345/status/1866817806815334521) 2024-12-11T12:10Z [----] followers, [---] engagements "@rabito79 @EnergyHobbs If only Austonauts were tasked to design fund and launch rockets we wouldnt even have a prototype till now :) The best revert of bag holders have you ever worked on an oil field Hilarious" [X Link](https://x.com/coeus12345/status/1866828242507940298) 2024-12-11T12:51Z [----] followers, [--] engagements "$XOM Going through the presentation deck amazing how Guyana transformed the company totally. And technology improvements in Permian is simply fantastic. Synergies from the $PXD acquisition alone is worth more than $30bn in market value. How is XOM not a tech company" [X Link](https://x.com/coeus12345/status/1866997780461522982) 2024-12-12T00:05Z [----] followers, [----] engagements "So if $CVX $SEI.V does start drilling at this exact same location does that also mean that PEL [--] location for #Saturn-1x well has already been identified by #WDS $PCL.AX $WDS hasn't formally farmed-in yet. Wouldn't that seem like a formality then Very interesting times" [X Link](https://x.com/coeus12345/status/1867188904790736907) 2024-12-12T12:45Z [----] followers, [---] engagements "Same logic extended to $TTE $AOI.TO future exploration wells after #Tambotti Kokerboom-1x & Koekoemor-1x next wells $TTE shot an extensive 3D here last year and Maggy Shino Namibia Petroleum Commissioner already stated there are "Two more Giants South of Venus"" [X Link](https://x.com/coeus12345/status/1867189941958299879) 2024-12-12T12:49Z [----] followers, [---] engagements "This is a gem of a thread Read it if you care about #lithium Glad I got to witness this market discussion (boxing match) live. My comments in the long thread below. TLDR; - Short-term oversupply persists. - Medium term price accretion suppressed from inventory build-up + swing supply. - Cannot ignore Africa Brazil & Chinese Glad I got to witness this market discussion (boxing match) live. My comments in the long thread below. TLDR; - Short-term oversupply persists. - Medium term price accretion suppressed from inventory build-up + swing supply. - Cannot ignore Africa Brazil & Chinese" [X Link](https://x.com/coeus12345/status/1867217197279633911) 2024-12-12T14:37Z [----] followers, [---] engagements "@capconstrained QatarE is least interested in being an operator anywhere. $CVX $PBR or $TTE takes up operatorship on PEL [--] and let Qatar in by them scooping up $SEI.V stake in [--] or Custos as a whole. Everyone wants to work with Qatar for their money and their LNG" [X Link](https://x.com/coeus12345/status/1868281353739055132) 2024-12-15T13:06Z [----] followers, [---] engagements "@AndyJay16634390 Qatar Energy doesn't want to be an operator & $WDS wont be operator in PEL [--] as they don't have the balance sheet. $WDS will likely farm-out to a $CVX $PBR $TTE or even an $XOM (@capconstrained) . QE will happily come in & buy out Custos / $SEI.V and / or $PCL.AX" [X Link](https://x.com/coeus12345/status/1868461561486217463) 2024-12-16T01:02Z [----] followers, [---] engagements "@Maverick241069 #ECO $ECO.L committed to drill a well in #Guyana over next 6-12 months. No money no partner. Likely looses Guyana. No partner in any #Namibia blocks. So value of those blocks [--] for now Its MC for just the 3B/4B stake = V expensive. No well here until 4Q [--]. Why bother" [X Link](https://x.com/coeus12345/status/1868472952825790719) 2024-12-16T01:47Z [----] followers, [---] engagements "Is fear mongering an investment strategy commodity markets medium to LT trade on D-S balances Valuations for perceived sunset sectors contract over time. Look at #coal No evidence of capex slowing halting in #oil so why would anyone bother But fear mongering . My take to the market: For investors now is the opportune moment to reassess the energy sector which has become significantly undervalued. The E&P industry currently trading at historical lows in relation to the broader market presents not only defensive strategies but also My take to the market: For investors now is the opportune" [X Link](https://x.com/coeus12345/status/1868597480755183918) 2024-12-16T10:02Z [----] followers, [---] engagements "$AOI CEO already said the $TTE PEL56 #mangetti discovery already significantly extends into $CVX PEL90. So there is a discovery there already just not appraised. A farm-into this block with an 82% success rate in the vicinity has to be mighty lucrative for the incumbent /2" [X Link](https://x.com/coeus12345/status/1868644856014471528) 2024-12-16T13:10Z [----] followers, [---] engagements "There should be no other reason for $CVX to get a farm in partner at this stage unless someone comes in and say I will pay your costs for the next [--] wells It will still be a very cheap buy-in for QatarE on a $/boe basis and $CVX completely derisks the block for itself /3" [X Link](https://x.com/coeus12345/status/1868644858979836087) 2024-12-16T13:10Z [----] followers, [---] engagements "Well $SEI.V has $17 mn in bank. each extra well would likely cost them $5 mn for their share very doable. Also by the time a 3rd well is drilled a major discovery has to be already announced (else why drill). So $sei.v can raise equity at 2x its MC so again easy IMO DYOR" [X Link](https://x.com/coeus12345/status/1868644871109791807) 2024-12-16T13:10Z [----] followers, [---] engagements "2nd thoughts QatarE could be carrying $CVX for all [--] planned wells [--] well cost = [---] mn [--] wells = $1.5 bn Stake acquired 27.5% carrying amount paid = 27.5% * $1.5 bn = $412 mn If they hit even [--] bn bbl discovery thats [---] mn bbl for $412 mn = $1.5 / bbl = super cheap" [X Link](https://x.com/coeus12345/status/1868647266128670964) 2024-12-16T13:20Z [----] followers, [---] engagements "@Morley_08 @Morley_08 nice chart but it doesnt exactly say fleet of what type. It could be many different things totally unrelated to offshore oil services" [X Link](https://x.com/coeus12345/status/1868676865495597350) 2024-12-16T15:17Z [----] followers, [---] engagements "@TBstockinvestor Agree $TTE probably has the best real estate in the Orange basin" [X Link](https://x.com/coeus12345/status/1869312930401100028) 2024-12-18T09:25Z [----] followers, [---] engagements "@TBstockinvestor But South Africa also really hates money :) its just so hard to get an oil & gas development going through. Thats the toughest risk to manage. $TTE had to exit fairly lucrative and huge gas discoveries but they are hoping potential oil discoveries might be easier to develop" [X Link](https://x.com/coeus12345/status/1869313526290055679) 2024-12-18T09:27Z [----] followers, [---] engagements "Most of my portfolio is concentrated in catalyst rich stocks which should have zero correlation to the market moves But a market in panic sells everything every time Yet value of these stocks I hold will eventually be driven by the catalysts even in a bear market /2" [X Link](https://x.com/coeus12345/status/1869591956890042684) 2024-12-19T03:53Z [----] followers, [---] engagements "$tte $shel $cvx $galp $pbr $wds Qatar Energy are all here or want a pie in. Collectively they have spent over $2 billion in the basin over the past [--] years just on exploration and that could will rise to over $3 bn by end-25. That $3 bn is your proof of concept. /4" [X Link](https://x.com/coeus12345/status/1869616015862292550) 2024-12-19T05:29Z [----] followers, [---] engagements "holding $sei.v feels 99% recession proof imo You are riding on the coattails of giants who are spending crazy serious money in #Orangebasin Sintanas value is set by a discovery deal multiple not oil price Recession shouldnt matter so buying insurance need is limited /5" [X Link](https://x.com/coeus12345/status/1869616240953856015) 2024-12-19T05:30Z [----] followers, [---] engagements "For some reason all the saved tweets in my draft have disappeared so will have to rewritewill continue these rumblings later with thoughts generally across energy coal oil field services tankers etc /7" [X Link](https://x.com/coeus12345/status/1869617247091851652) 2024-12-19T05:34Z [----] followers, [---] engagements "$AOI.TO $AOI is another top [--] position for me after I scaled back in recently almost timing the bottom to perfection. Its cheap based on its cash flow profile and is also a special situation stock just like $sei.v & $pcl.ax /8" [X Link](https://x.com/coeus12345/status/1869694207239278885) 2024-12-19T10:40Z [----] followers, [---] engagements "$AOI.TO s small 4% stake in PEL [--] with $$TTE could turn out to be 200-400 mn bbls net to AOI with Venus Mangeti/Tamboti and potentially Damara prospects down south. They are fully carried to first oil means they can stay in this block forever unless acquired. /9" [X Link](https://x.com/coeus12345/status/1869695118250594400) 2024-12-19T10:43Z [----] followers, [---] engagements "Then $AOI has an 18% stake in block 3B/4b in S Africa potentially very promising. If Tambotti North Damara South Damara and 3B/4b all come good dont see how this stock doesnt do a 5-7x over [--] years. But oil price / recession near term risk. /10" [X Link](https://x.com/coeus12345/status/1869695825254961429) 2024-12-19T10:46Z [----] followers, [---] engagements "On oil #OPEC sitting on 4-6 mbd spare capacity which is only planned to come online through end-27 That timeline is a lifetime in oil markets. Demand is growing about [--] mbd annually so market needs 3-4 years just to absorb that supply while still keeping buffer capacity /11 Understanding OPEC+ plans in a single chart: OPEC+ pushes production increases into the future. - Slower pace of voluntary [---] million b/d cut tapering - Big quota increase pushed out to [----] https://t.co/OAXV4hoSfD Understanding OPEC+ plans in a single chart: OPEC+ pushes production increases into the future. - Slower" [X Link](https://x.com/coeus12345/status/1869697185488793868) 2024-12-19T10:52Z [----] followers, [---] engagements "If a recession arrive before [----] (what are the odds you think ) inventories will as usual rise #OPEC will as usual cut more supply and return of those barrels will take much longer. Add atleast [--] more years [----] This should be a base case for many but it isnt /12" [X Link](https://x.com/coeus12345/status/1869697721004949873) 2024-12-19T10:54Z [----] followers, [---] engagements "In a nutshell oil stuck in a limbo while awaiting an eventual recession. And complexity between #OPEC spare capacity shale dynamics & impending recession means there is zero reason for a serious money manager to put the cart before the horse here - just wait it out /14" [X Link](https://x.com/coeus12345/status/1869699189342720505) 2024-12-19T10:59Z [----] followers, [---] engagements "The only bulls I see in oil equities are unfortunately long only fund managers running an oil equities fund. Ita hard time to be one so I feel your pain. But IMO they are just talking their book because being long-only in a single sector is perfect recipe for bias /15" [X Link](https://x.com/coeus12345/status/1869699850599841836) 2024-12-19T11:02Z [----] followers, [---] engagements "@IEA when every US president threatens sanctions #energysecurity is more important than #EnergyTransition China is shifting oil-fueled ICEs to coal-fired EVs India will follow. AI datacenter and compute demand means global energy demand growth will be 1-2% point higher /19" [X Link](https://x.com/coeus12345/status/1869709642928123988) 2024-12-19T11:41Z [----] followers, [---] engagements "@IEA But no one wants to fund or build coal mines what a fantastic mix of tailwinds from both demand side and supply side. #thermal coal will continue to surprise on the upside and I want a decent piece of it /20" [X Link](https://x.com/coeus12345/status/1869710129974882416) 2024-12-19T11:43Z [----] followers, [---] engagements "Every time someone shows you a chart of energy sector underperforming the s&p500 saying its time for a reversal just remember this world consumes $2.5 trillion worth of oil annually vs global GDP of $115 trillion. Oil is 2.2% of global GDP. Why should it be more of an index $115 Trillion World Economy in One Chart https://t.co/NHCIkroiyi $115 Trillion World Economy in One Chart https://t.co/NHCIkroiyi" [X Link](https://x.com/coeus12345/status/1869905971054817749) 2024-12-20T00:41Z [----] followers, [----] engagements "@Riccardino999 $eog.v most likely loses orinduik block. have to drill a well within [--] months they have no money & no partner. Most likely block reverts back to government. And as you seem to allude if people are playing this stock also for Orinduik then theres material downside risk" [X Link](https://x.com/coeus12345/status/1869937391521411356) 2024-12-20T02:46Z [----] followers, [---] engagements "@Riccardino999 And if someone really wants to play the block [--] thesis they are better off playing the PEL [--] thesis with $sei.v Drill ready prospects already on PEL79 with multi-billion barrel payoffs. Namibia less risky thank SA $sei.v better mgmt than $eog.v" [X Link](https://x.com/coeus12345/status/1869937909622583317) 2024-12-20T02:48Z [----] followers, [---] engagements "@IEA @YellowLabLife deepwater #oilfieldservices is also very interesting place to be over next [--] years really dont know yet the perfect way to play this so recently took my first stab at it with exposures to $RIG $VAL $NE I took a 20% of my intended total position and down 5% on it rt nw /23" [X Link](https://x.com/coeus12345/status/1870296635395424312) 2024-12-21T02:34Z [----] followers, [---] engagements "@IEA @YellowLabLife its possible these go lower from here & will take those opportunities to build positions (even refine my exposures across stocks) and hence my slow scale into the sector Deepwater offshore has consolidated massively in recent years. Whats not to like in consolidations /24" [X Link](https://x.com/coeus12345/status/1870297949970018752) 2024-12-21T02:39Z [----] followers, [---] engagements "@IEA @YellowLabLife A total of [---] deepwater rigs available in market (including new builds & cold/warm stacked). Nothing more coming (probably ever) @TommyDeepwater knows better. Dayrates & market optimism go wild whenever utilisation rates go 90%+ = [---] years of Rig year demand /25" [X Link](https://x.com/coeus12345/status/1870299210479993295) 2024-12-21T02:44Z [----] followers, [---] engagements "@IEA @YellowLabLife @TommyDeepwater Global #oil supply will increasingly shift deepwater on lower breakevens & improved economics over the years. I am not a massive oil bull but I do think demand could increase for a few more years before a plateau Deepwater from 9.5% of supply could be 12-13% or more /26" [X Link](https://x.com/coeus12345/status/1870302743803687261) 2024-12-21T02:58Z [----] followers, [---] engagements "@IEA @YellowLabLife @TommyDeepwater That could be [---] to [---] mbd of incremental supply from deepwater by [----] IMO you need atleast [--] - [--] rigs per [---] mbd supply ( @TommyDeepwater thoughts ) so that could be incremental 12-25 rig year demand to achieve those numbers. Last year was [---] years of rig demand /27" [X Link](https://x.com/coeus12345/status/1870304167610462296) 2024-12-21T03:03Z [----] followers, [---] engagements "@IEA @YellowLabLife @TommyDeepwater Some cold stacked rigs will never come online either too old low specification or just very expensive to bring back to market. At total rigs of [---] if [---] rig year demand is magic number one could get there even at 126-127 year if some rigs decommission /28" [X Link](https://x.com/coeus12345/status/1870304926863372500) 2024-12-21T03:06Z [----] followers, [---] engagements "@IEA @YellowLabLife @TommyDeepwater Will it happen over [--] years NO. Can it happen over [--] years - YES there is time to position here and I think this will be a beautiful sector to own with a horizon of 5-7 years. Sectors like this go crazy above 90% crazy is when you sell. $rig $ne $val $sdril $val /29" [X Link](https://x.com/coeus12345/status/1870305691132670222) 2024-12-21T03:10Z [----] followers, [---] engagements "The beautiful Kudu that is also the name given to source rock for the Giant oil fields in the #OrangeBasin $TTE $Shell $CVX $WDS $AOI.TO $AOI $galp $sei.v $pcl.ax $pbr A "Kudu" with its unique beauty. https://t.co/ldyVKaM8W3 A "Kudu" with its unique beauty. https://t.co/ldyVKaM8W3" [X Link](https://x.com/coeus12345/status/1870684236430397836) 2024-12-22T04:14Z [----] followers, [----] engagements "@capconstrained @ImmaYieldGuy the price we pay for seeking value. But there is a whole world out there that would rather live on credit card bills to quench the desire of instant gratification. We are not the same. yet there is a market to feed their wildest desires. And that will never go away" [X Link](https://x.com/coeus12345/status/1871157640635838483) 2024-12-23T11:35Z [----] followers, [--] engagements "@ausnotes @plumfeeler Hear you. Dividend yield can be argued FCF yield is real At some point the FCF will translate in massive divies" [X Link](https://x.com/coeus12345/status/1876545158239719462) 2025-01-07T08:23Z [----] followers, [--] engagements "@KennardKrazies @coldy10904 Suit yourself $PANR" [X Link](https://x.com/coeus12345/status/1876636589339943145) 2025-01-07T14:26Z [----] followers, [---] engagements "@KennardKrazies @coldy10904 Havent posted more as it will doxx him. But this is enough to show you he is a connected party for $PANR and anything he says is basically marketing with $$ coming his way with every subsequent capital raising" [X Link](https://x.com/coeus12345/status/1876636918487855189) 2025-01-07T14:28Z [----] followers, [---] engagements "So if climate finance was the bull thesis on coal - aka no more coal projects funding - does these exits from Climate Finance Groups signal the turn & normalisation of the #Coal cycle #coaltwitter JPMorgan Quits Climate Finance Group Following Citi BofA Other banks to have exited include Goldman Morgan Stanley Exits coincide with growing GOP pressure on woke finance https://t.co/6buxL8AMpM JPMorgan Quits Climate Finance Group Following Citi BofA Other banks to have exited include Goldman Morgan Stanley Exits coincide with growing GOP pressure on woke finance https://t.co/6buxL8AMpM" [X Link](https://x.com/coeus12345/status/1876666923561406621) 2025-01-07T16:27Z [----] followers, [----] engagements "@Mat_Finish Yes I have simplified here to measure against the benchmark your assumptions are probably right. Not at my desk but YAL ASP is a good discount to NewC. But there net cost is also around $55-60/6 - US" [X Link](https://x.com/coeus12345/status/1877691398608290090) 2025-01-10T12:18Z [----] followers, [--] engagements "for most people securing a home is the first investment goal and any surplus from their goes to equities. Its just human nature. If you live in a big city renting is almost always cheaper and the trade-off of buying home vs investing in equity always favors equities. Rich own stocks. Low-middle class own Real Estate. https://t.co/It6od2h5rj Rich own stocks. Low-middle class own Real Estate. https://t.co/It6od2h5rj" [X Link](https://x.com/coeus12345/status/1885984839373078949) 2025-02-02T09:33Z [----] followers, [----] engagements "same charts but scaled to include the plunge in depth of [----] and the recovery since. Notice number of offshore programs in pipeline has now plummeted to almost same as in [----] when oil averaged $20 #drillers $NE $RIG $SDRL $VAL Despite recent retirements of several stacked rigs offshore #drillers can't catch a breath IMO [--] charts below summarize why $RIG publishes floater demand outlook regularly. Chart that outlook over a timeline & you see demand outlook has collapsed $NE $VAL $SDRL $BORR https://t.co/lbVXmkONSi Despite recent retirements of several stacked rigs offshore #drillers can't" [X Link](https://x.com/coeus12345/status/1894960517065908611) 2025-02-27T03:59Z [----] followers, [----] engagements "One of my concern with $AOI.to was its Nigeria reserves are falling sharply hence core value deteriorating Today it announced a 101% RRR for [----] or simply -- $200 mn of FCF from last year basically came in free Implied value of Namibia in stock price is now "negative"" [X Link](https://x.com/coeus12345/status/1895293976338690147) 2025-02-28T02:04Z [----] followers, [----] engagements "Mopane-3x & Saggitarius-1x were both drilled in region below covered by the "Link" 3D seismic The seismic lines in the map below run N-S and is taken from the "Link" + "Bridge" 3D - showing visible channels all through the section and extending both ends $sei.v $galp $eni $bp" [X Link](https://x.com/coeus12345/status/1895383811472662963) 2025-02-28T08:01Z [----] followers, [----] engagements "#coaltwitter There is no point in being patient if you are doing the wrong thing thinking patience is needed for long term gains. Bullshit. You will end up losing your entire capital ( if you haven't already) So first evaluate. Understand. Then act. Seek professional help when needed. https://t.co/8b3C4ygayY There is no point in being patient if you are doing the wrong thing thinking patience is needed for long term gains. Bullshit. You will end up losing your entire capital ( if you haven't already) So first evaluate. Understand. Then act. Seek professional help when needed." [X Link](https://x.com/coeus12345/status/1895412659996307474) 2025-02-28T09:56Z [----] followers, [----] engagements "Have said it before #China steel demand could fall to [---] mt over next [--] years Looks like am not alone @Bloomberg seems to consider that scenario too What happens to #metcoal then No one addressing the real elephant in the room $AMR $HCC $WHC.AX $BTU $METC #CoalTwitter" [X Link](https://x.com/coeus12345/status/1895414822034108778) 2025-02-28T10:04Z [----] followers, [----] engagements "@ICBarrett @Ultradeep3 What if the Nasdaq/market crashes 30% in the next [--] months It will take the market along with it. Thats the risk reward to keep in mind to buy a sector where the catalyst according too all major companies in the sector is 12-18 months out" [X Link](https://x.com/coeus12345/status/1895465406976143700) 2025-02-28T13:25Z [----] followers, [---] engagements "sometimes stocks fall and they start to appear cheap relative to the market. And then sometimes the market falls further and the relativity does not hold anymore. So those stocks that fell earlier need to fall more even if they appeared cheap earlier" [X Link](https://x.com/coeus12345/status/1897825036968640920) 2025-03-07T01:42Z [----] followers, [---] engagements "In a #commodity sector there are three stocks trading at the below multiples. Which one would you buy 3.6x EV/EBITDA 20x P/E 5.8% FCF Yield 3.6x EV/EBITDA 20x P/E 5.8% FCF Yield" [X Link](https://x.com/coeus12345/status/1907048014889578719) 2025-04-01T12:30Z [----] followers, [----] engagements "I reckon its either Chevron or Petrobras Both $CVX & $PBR desperate for reserves + have no major greenfield project $Shel maybe but are they as desperate to bid up $TTE to prioritise #Venus & Suriname $BP + $ENI to go for Gulf of America & Rhino discovery first $sei.v" [X Link](https://x.com/coeus12345/status/1916812481542107373) 2025-04-28T11:11Z [----] followers, [----] engagements "$SUPR getting pumped as executives even calling Venus-like prospects on their block Its all BS for now dont fall for it. @SuperNova_SUPR block is in 3000-4000m depth way deeper than #Venus. Only well drilled @ that depth came dry #Nara #OrangeBasin #Namibia $TTE $SHEL" [X Link](https://x.com/coeus12345/status/1921773272938471888) 2025-05-12T03:43Z [----] followers, [---] engagements "If $PANR really had big discoveries + next to road/pipeline -- they would have secured a farm-in partner long-back. Fact that no Oil Major would touch this tard of a fraud is because those discoveries are bogus More dilution more pain more pump more oppty to short ahead" [X Link](https://x.com/coeus12345/status/1925107161241412039) 2025-05-21T08:31Z [----] followers, [----] engagements "At the webinar CEO Max Easley said after [--] days of flow testing Megrez-1 Topset [--] delivered "pure water". Chairman Hobbs later said "non-appreciable amount of hydrocarbon" He is the biggest liar and pumper for $PANR #PANR misleading poor investors" [X Link](https://x.com/coeus12345/status/1925399791829491797) 2025-05-22T03:54Z [----] followers, [---] engagements "Another hoax from $PANR #PANR is that Pantheon is the sole supplier for the Alaska LNG Project. Nothing is more further from the truth. Alaska LNG was conceived way before $PANR existed is targeting gas from Prudhoe Bay and Point Thomson fields" [X Link](https://x.com/coeus12345/status/1925400356793856162) 2025-05-22T03:56Z [----] followers, [---] engagements "Some prudent research will prove this. Use ChatGPT for reference and you will get these - $PANR #PANR" [X Link](https://x.com/coeus12345/status/1925401071784165731) 2025-05-22T03:59Z [----] followers, [---] engagements "and these -- $PANR #panr For more details -- https://netl.doe.gov/sites/default/files/2023-01/final-seis-0512-s1-alaska-lng-volume-2-2023-01_508-new.pdf https://netl.doe.gov/sites/default/files/2023-01/final-seis-0512-s1-alaska-lng-volume-2-2023-01_508-new.pdf" [X Link](https://x.com/coeus12345/status/1925401681665434103) 2025-05-22T04:01Z [----] followers, [---] engagements "US DOE's [---] page Environment Impact report on Alaska LNG Project lists down gas supply sources for the project Prudhoe Bay -- mentioned [---] times in report Point Thomson -- [---] times Pantheon -- ZERO times Ahpun -- ZERO times Kodiak -- ZERO times $PANR #PANR" [X Link](https://x.com/coeus12345/status/1925403228755435858) 2025-05-22T04:07Z [----] followers, [---] engagements "$PANR is a fraud. Its shown his hands several times now. But the religion is still strong. At some point the religion will break down and so will $PANR #PANR Bu if there is more pump and stupid higher prices I will happily take the opposite position again. Its free money" [X Link](https://x.com/coeus12345/status/1925404014931513803) 2025-05-22T04:11Z [----] followers, [---] engagements "$PANR #PANR" [X Link](https://x.com/coeus12345/status/1931958085356286079) 2025-06-09T06:14Z [----] followers, [----] engagements "@rabito79 @KennardKrazies If that makes you happy 😂. Megrez was an obvious short. land parcel had 3D shot back in [----] great bear analysed & let go of land (supposedly nothing there) then leased back after Kodiak / Ahpun failures and Baker Millefeuille spun it as best prospect. fraud & deception" [X Link](https://x.com/coeus12345/status/1932567745633423853) 2025-06-10T22:37Z [----] followers, [---] engagements "@rabito79 @KennardKrazies @Flight_Useful @Scot126126 Here" [X Link](https://x.com/coeus12345/status/1932616243254894674) 2025-06-11T01:49Z [----] followers, [---] engagements "@rabito79 @KennardKrazies @Flight_Useful @Scot126126 Atleast idiot agrees Great Bear shot extensive 3D on Megrez land parcel deemed unworthy dumped parcel then failed on Kodiak & Ahpun desperate to spin a story leased land back drilled a well by diluting shareholders knowing there is just water and now spinning again $PANR" [X Link](https://x.com/coeus12345/status/1932617041619661107) 2025-06-11T01:53Z [----] followers, [---] engagements "@rabito79 @KennardKrazies @Flight_Useful @Scot126126 If there was any value in Kodiak / Ahpun would have potential partners knocking on door for farm-in. NONE. So left with spinning stories. Remember Baker Millifuelle was sitting at home for [--] years before orchestrating a job at $PANR. Intends to keep it paid by shareholders" [X Link](https://x.com/coeus12345/status/1932617778688897093) 2025-06-11T01:55Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@coeus12345 Coeus
Coeus posts on X about $seiv, $panr, $galp, $yalax the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---] -95%
- [--] Month [-----] -84%
- [--] Months [-------] -41%
- [--] Year [-------] -49%
Mentions: [--] #
- [--] Month [--] -42%
- [--] Months [---] +9.20%
- [--] Year [---] +12%
Followers: [-------] #
- [--] Week [-----] -0.12%
- [--] Month [-----] -0.29%
- [--] Months [-----] +2.10%
- [--] Year [-----] +21%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks countries cryptocurrencies technology brands travel destinations social networks celebrities currencies us election
Social topic influence $seiv, $panr, $galp, $yalax, $tte, namibia, $yal, $bp, $cvx, $eni
Top assets mentioned TotalEnergies SE (TTE) BP p.l.c. (BP) Convex Finance (CVX) Enume AI (ENI) Peabody Energy Corporation (BTU) PolkaBridge (PBR) Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) Exxon Mobil (XOM) Warrior Met Coal, Inc. (HCC) BHP Group Limited (BHP) MyShell Token (SHELL) Seadrill Limited (SDRL) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Alpha Metallurgical Resources, Inc. (AMR) Ramaco Resources, Inc. Common Stock (METC) Venus (XVS) Rio Tinto plc (RIO) Realio Network (RIO) American Airlines Group Inc (AAL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Moving to #coal I am long $YAL.AX (top 5) $NRP $WHC.AX $TGA.L My bias over past 12-18 mths has been #thermal over #met Put simply IF a recession hits met coal gets clobbered but we still need thermal Thermal is absolutely hated and valuations are ridiculous 😍 /17"
X Link 2024-12-19T11:32Z [----] followers, [----] engagements
"Bought some more $YAL.AX today $YAL should have A$2.4 bn in Cash (A$2.3 bn Net Cash) in Dec-Q = 30% of MC NEWC Thermal coal seasonally down should pick up in [--] weeks. Chinese New Year early this year. Even at spot NEWC $120 = YAL FCF yield = 20%"
X Link 2025-01-07T02:30Z [----] followers, [----] engagements
"@plumfeeler @ausnotes An acquisition isn't necessarily a wrong move. It depends on the asset and the price paid and if its accretive or not. Bigger company can deliver bigger divies $YAL.AX is a cash machine cash will keep trickling in"
X Link 2025-01-07T08:45Z [----] followers, [---] engagements
"horrible start to my $YAL.AX [----] prediction down 9% YTD lets take stock - NewC #coal prices in steady decline and now at $116/t - no idea where it settles but its starting to cut through the cost curve now Seasonality chart also kind of sucks now Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going into [----]. Tells you how badly #coaltwitter got it wrong in [----] and might do again this year Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going"
X Link 2025-01-10T11:23Z [----] followers, 17.4K engagements
"NewC #coal is now starting to cut through cost curve with number of small mines in cash loss. $YAL.AX 's +VE FCF has no foreseable risk with most of its mines below $80/t CC. On my model $YAL's FCF (post capex) turns negative at $74/t NewC. Price would need to fall 36% more"
X Link 2025-01-10T11:23Z [----] followers, [----] engagements
"Even at $115/t NEWC price (and yes it can go lower) $YAL.AX will generate a FCF of A$1.1 bn in [----] (U$670 mn) or a FCF yield of 20% see the cushion the company has on margins & cash flow and B/S resiliency so what's the catch"
X Link 2025-01-10T11:23Z [----] followers, [---] engagements
"With all the AI & data center demand and in general rising coal power plant capacities in China & India will mean demand for $YAL.AX coal will remain strong. Yes China & India also developing mines but those grades are poor and then will need blending demand"
X Link 2025-01-10T11:23Z [----] followers, [----] engagements
"$BTU so as expected 40% drop in price since acquiring the $AAL.L coal mines. yes lower coal prices but they are mediocre mines pumped up in the M&A fever. $YAL.AX timely reminder -- YAL is pricing in a bad M&A. Kestrel coal mine is a shitty asset. Save yourself the trouble Well done $YAL $YAL.AX for not splurging this insane amount Even excluding contingency payout of $550 mn $3.3 bn is atleast 30-40% over priced If $BTU drops 30% over next few weeks/months investors get a chance to get exposure to $AAL.L assets at more reasonable price Well done $YAL $YAL.AX for not splurging this insane"
X Link 2025-01-13T03:39Z [----] followers, [----] engagements
"All $YAL.AX $YAL had to do was just show em the money Now dump that stupid Kestrel mine plan and just go business as usual $YAL.AX $YAL trading at an EV of A$5.7 bn just reported a net cash increase of A$480 mn from a SINGLE Quarter. Net Cash increase -- post-capex post-taxes. Do the math $YAL.AX $YAL trading at an EV of A$5.7 bn just reported a net cash increase of A$480 mn from a SINGLE Quarter. Net Cash increase -- post-capex post-taxes. Do the math"
X Link 2025-01-20T23:56Z [----] followers, [----] engagements
"I wouldnt be surprised that from here on $YAL.AX starts paying out 80%+ of all incremental FCF in dividends. They will still have $1bn+ cash on balance sheet. Thats more than enough tbh and will still be adding cash on that register"
X Link 2025-01-21T00:24Z [----] followers, [---] engagements
"$YAL.AX $YAL Don't think Kestrel is happening. Mgmt made clear they are low-cost producers & will focus on cash accretive biz Also looks likes they could dip into non-Aussie non-coal assets. What that might look like Divies policy resumed so yield bros are welcome back"
X Link 2025-01-21T04:41Z [----] followers, [----] engagements
"1 month report card $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC #Coaltwitter Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going into [----]. Tells you how badly #coaltwitter got it wrong in [----] and might do again this year Let me go out and make a [----] prediction $YAL will be the #coal outperformer in [----] as well Still the cheapest coal stock going into [----]. Tells you how badly #coaltwitter got it wrong in [----] and might do again this year"
X Link 2025-02-03T02:46Z [----] followers, 14.3K engagements
"If NEWC would have stayed at $120 it would have been 75c but 50c is pretty good too $YAL.AX can do 50c every [--] months and not run out of cash even at current prices @briankirsty 50c-75c divies coming $YAL.AX $YAL @briankirsty 50c-75c divies coming $YAL.AX $YAL"
X Link 2025-02-20T10:28Z [----] followers, [----] engagements
"@Bloomberg #China population in decline + Urbanization over 60% already (peaking) = Real estate demand peaked All major national infrastructure done too IF robotaxis takeover where does auto demand go Dev. market Steel capita consumption is [---] kg/p vs [---] in China #coaltwitter"
X Link 2025-02-28T10:13Z [----] followers, [----] engagements
"$YAL.AX ex-divies today. Tx for the 9% divies 🙏 @ spot #thermal #met #coal prices and adj. for divies paid $YAL is trading at 8% '25 FCF yield & 3.5x EBITDA Neither expensive nor cheap given #thermal prices. But if its a thermal trough its a pretty good trough I reckon"
X Link 2025-03-13T06:27Z [----] followers, [----] engagements
"If #NEWC goes to $90/t then $YAL.AX FCF yield goes down to 2% -- not ideal sure. But it still generates a FCF at as low as $86/t #NEWC -- while at that price I would imagine there will be a sea of bleeding balance sheets across the sector. @ $120/t NEWC = FCF jumps to 20%"
X Link 2025-03-13T06:32Z [----] followers, [----] engagements
"Five days of eternity Everyone took a solid punch me too also saw outlandish orders being filled $YAL.AX $NE $SEI.V todays pre-market came close to $VAL order too Good to have a bit of cash on side Focused on shuffling book things available cheaper than some I hold"
X Link 2025-04-07T11:13Z [----] followers, [----] engagements
"$YAL.AX the true King of Coal Still think #thermal #met . There is really no tailwind for met and a recession is over due. So Met gets cheaper $BTU $HCC $WHC.AX $AMR $SMR.AX P.S YAL below is ex-div of 8% so far this year 2m report card #coaltwitter $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC $GLEN.L $NRP https://t.co/wSuIcCGJ20 2m report card #coaltwitter $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC $GLEN.L $NRP https://t.co/wSuIcCGJ20"
X Link 2025-06-18T03:50Z [----] followers, [----] engagements
"In $YAL $YAL.AX we trust China generated the most ever electricity burning coal in August according to official data. In a release today the country's National Bureau of Statistics put power output from thermal plants (nearly all of them coal-fired) at [-----] TWh in August. #China #CoalTwitter China generated the most ever electricity burning coal in August according to official data. In a release today the country's National Bureau of Statistics put power output from thermal plants (nearly all of them coal-fired) at [-----] TWh in August. #China #CoalTwitter"
X Link 2025-09-15T12:49Z [----] followers, [----] engagements
"@CaptainRoyen No dividend not factored in Not that it changes chart materially. Congrats on your wins :) $YAL.AX could dump further tbh if & when it wins $AAL mines even at discounted valuation vs $BTU bid Divies will be halted = divy hunters will dump the share"
X Link 2025-10-01T14:45Z [----] followers, [---] engagements
"@phil_hk @Paremata_ @MM_SdT Wishful thinking wont happen"
X Link 2023-03-03T10:08Z [----] followers, [--] engagements
"@coaltracker @Onebigsecret2 hey what are you alluding to here Keen to understand VIPs visiting BBM and TBAR but I don't think you'll hear about that. if you want news see out Instogram and Facebook of employees"
X Link 2023-04-11T03:18Z [----] followers, [--] engagements
"@coaltracker @Onebigsecret2 So its just pure speculation then"
X Link 2023-04-11T09:28Z [----] followers, [--] engagements
"Thats what this Venus campaign will prove out and market competition to get a 20% stake in probably the hottest seat in offshore E&P available today. Ask yourself how competitive would it be to buyout $HES's 30% stake in Starbroek in [----] if it were on offer"
X Link 2023-05-23T04:37Z [---] followers, [--] engagements
"@LyinTed1337 @EnergyCredit1 @8750Capital @tradedollarnut @BongripCapital @dhaessel0 @CaptainRoyen good buyback strategy are opportunistic in nature. formulaic approach works for $AAPL but businesses trading at 2-3x EBITDA & $1bn in cash opportunity cost of not being aggressive is no investor interest. Good if you are buy & hold for 5-10 years who does that in cyclicals"
X Link 2023-05-24T05:48Z [---] followers, [--] engagements
"@RMiller77489648 @Josh_Young_1 @1Roamworldwide You completely miss correlation of underlying theme. $AR $BTU $RIG were all high leverage plays at cusp of a cyclical recovery = same strategy. You bought any other oil /coal / offshore driller same time results wont be different. $PANR unresearched pumped unproven business"
X Link 2023-05-30T04:07Z [---] followers, [--] engagements
"@Robin25461631 @gil_holzman @EcoAtlantic_OG @VOXmarkets $ECO.L $ECO.V bought it for $4 mn and sold it forward for $10 mn in a six month period. Excellent ROI I would say"
X Link 2023-07-11T07:11Z [---] followers, [---] engagements
"@coldy10904 Did you just compare $PANR to Zijin. One was fully funded and another is funding itself to pay for top-decile director salaries and nothing to show for it One that went up due to commodity price leverage and another which has almost nothing to do with commodity price"
X Link 2023-08-10T07:33Z [----] followers, [---] engagements
"@NIUFOOTBALL2013 @coldy10904 You are right about Audits and auditors. Audit is easier. Things are black and white. And there are laws to send you behind bars if audits get fudged. No such thing for IERs. Not saying NS will fudge it. They will just speak to the two different audience in two different places"
X Link 2023-08-10T12:32Z [----] followers, [--] engagements
"@NIUFOOTBALL2013 @coldy10904 More comments post release"
X Link 2023-08-11T00:08Z [----] followers, [--] engagements
"@NIUFOOTBALL2013 @coldy10904 Did anyone tell you there are no gas reinjection wells used in Permian because technology hasnt evolved for horizontal fracturing production. $PANR mgmt who cant deliver simple things use 10-15 yr old outdated fracing technologies but think they will be the flagbearers. Think"
X Link 2023-08-11T07:06Z [----] followers, [---] engagements
"@SheDrills @Frank18914198 Could see this from a long distance away that $FEC.TO $FECCF will keep chipping away $CGXEF stake in coryntene. From as far as I could see this coming.$CGXEF stake is down from 68% to 27% and it may not be done yet There is no downside protection in $CGXEF"
X Link 2023-08-13T12:19Z [----] followers, [---] engagements
"@Mark_IKN $PANR"
X Link 2023-08-20T06:01Z [----] followers, [---] engagements
"@Scot126126 @Diamond35076153 $PANR ponzi shareholders do you really want Angry Abusive Scot to lead you the way "FIELD" NOT "one interval or reservoir""
X Link 2023-08-29T06:59Z [---] followers, [---] engagements
"great chart $RIG $DO $VAL $OIH"
X Link 2023-09-07T01:14Z [---] followers, [---] engagements
"@boringsaltville @Paremata_ @valley_llama Nara probably a dry well. We will know soon.thats a bummer. But Venus is still pretty big and early indications from news flows suggest its in good shape. Dry Nara does tame expectations. But stock still cheap even on Venus comps Nigeria growth and Equinor stake buyout ()"
X Link 2023-09-20T14:40Z [---] followers, [--] engagements
"IF Namibia block reserves double over 3-4 years on further exploration then adj for todays exit multiple it would be $25-30/bbl return or a 5-6x return on Namibia asset. Not bad"
X Link 2024-01-10T08:59Z [---] followers, [---] engagements
"@Jamesiebabie1 And $SEI.V has [--] more blocks to go with $CVX & $WDS. 3x more optionality. $CVX has already applied for a "up to [--] wells" drilling permission while $WDS is yet to officially exercise its farm-in option - but is going to be a no brainer now"
X Link 2024-01-10T10:36Z [---] followers, [--] engagements
"$BABA in HK now trading at 35% FCF Yield. Incredible"
X Link 2024-01-17T08:16Z [---] followers, [----] engagements
"@PerThornblad @OriginalBraila Sure $cvx why not But $galp and $pbr know each other deeply for 20+ years in their partnership offshore Brazil. And $PBR knows deep water like no other. Also the whole orange basin exploration thesis was based on the success of the santos basin in Brazil"
X Link 2024-02-08T17:22Z [---] followers, [----] engagements
"@David37655174 Check HK market price move"
X Link 2024-02-19T10:12Z [----] followers, [--] engagements
"Whats your long-term Newcastle thermal coal price Whats your thesis #coal #coaltwitter $yal $yal.ax $whc $whc.ax $btu $arch $ceix"
X Link 2024-04-29T09:45Z [----] followers, [---] engagements
"Namibia offshore getting crowded fast & furious. only [--] years since first discovery now already have $TTE $SHEL $galp $WDS $BP $ENI $CVX QatarE with drills or drill plans lined up. Obvious majors missing are $XOM $EQNR $REP Chinese / Indian NOCs $GALP.PL $TDW $RIG $VAL $NE $SEI.V $TTE Offshore Macro Trending Positively (1) Namibia Exploration Success: One of the top [--] things on my watch list for [----] was Galps exploration results in Namibia. If floater dayrates get back to newbuild economics ($700k/day) in coming https://t.co/VzPO1EVkZh $GALP.PL $TDW $RIG $VAL $NE $SEI.V $TTE Offshore Macro"
X Link 2024-05-05T01:29Z [----] followers, [---] engagements
"@TommyDeepwater Hey Tommy whats the source of your volume buildup chart for Galp"
X Link 2024-05-05T07:15Z [----] followers, [---] engagements
"@wbspreadsheet 10x is still a very low probability event. But there is a non zero chance if $cvx block is a hit if $galp block north also has reservoirs and if $WDS block is also a hit. Needs lot of ducks to line up to get to 10x"
X Link 2024-05-13T15:02Z [----] followers, [--] engagements
"I agree with this thought process here. I reckon Sintana gets taken out for $1.5-2bn given the huge optionalities it enjoys. Mangeti is in Chevron block (known) and galp block (known) so further significant derisking already. After further thinking about yesterdays Bloomberg article I think it is a high probability Sintana Energy $SEI.v gets bought out. Or to be more specific Custos holding 10-33% mostly in various for carried interests in [--] huge Namibia offshore Petroleum Exploration Licenses PEL After further thinking about yesterdays Bloomberg article I think it is a high probability"
X Link 2024-05-22T09:21Z [----] followers, [---] engagements
"Havent unpacked and dissected another misleading press release from the house of @EnergyHobbs in a while Capital raise announcement due anytime to fund massive compensations driven working capital expense @ $PANR #PANR will most likely be disguised at strategic capital needs"
X Link 2024-05-30T11:49Z [----] followers, [---] engagements
"@Michael61521180 @OriginalBraila The Mangetti discovery in the Total $TTE block already extends into both the $CVX and $galp block. Its confirmed by $AOI CEO already. So there is already a discovery at $CVX and $galp block is already bigger beyond Mopane"
X Link 2024-06-02T14:58Z [----] followers, [---] engagements
"@Gary02001438 I am not one for excel model theories. I have made 100s of models and I know how to tweak them where it can go completely unnoticed. Let $PANR drill AT LEAST ONE well where the oil actually flows :) $PANR excel model is as good as the number of JV partners knocking its doors"
X Link 2024-06-05T14:46Z [----] followers, [--] engagements
"good call @BurggrabenH reposting because @EnergyHobbs & @PantheonResour1 seem to have hired an army of #bots to crowd out and drown critical opinion on #X all the while Apes continue to pour hard earned money in this #fraud I warned you on $PANR - a long time ago https://t.co/qYMJtpdkur I warned you on $PANR - a long time ago https://t.co/qYMJtpdkur"
X Link 2024-07-16T03:33Z [----] followers, [----] engagements
"$dbg.v @YellowLabLife similar hall of fame junior explorer fraud shitco with similar fan following is $PANR #PANR @PantheonResour1 Its time to go Was I a good jr mining shitco Yes one of the shittiest there ever was Its time to go Was I a good jr mining shitco Yes one of the shittiest there ever was"
X Link 2024-07-26T07:47Z [----] followers, [---] engagements
"@coldy10904 @Coeus @PantheonResour1 Just a small fact the $PANR stock is down 50%+ from that infamous mgmt call guess $$$ talks"
X Link 2024-07-28T11:01Z [----] followers, [--] engagements
"@respeculator You have to adjust for API in the sales mix. I just take a historical ASP discount to Newc and run with it"
X Link 2024-08-22T08:21Z [----] followers, [---] engagements
"$SMR.AX $NHC.AX maybe too big a deal for them to absorb Indonesian miners - dont think they will get approval given lax mining standards $BHP def not they sold mines at much lower cost quartile to buy mines at 90th centile Who else"
X Link 2024-08-24T04:37Z [----] followers, [---] engagements
"$XOM talking their book 15% global natural decline rate is probably nonsense. US Shale is about 10% of global productions and declining at 25-30% thats a max 3-percentage point addition to a 5-6% global natural decline rate. Guy whos bullish oil because theres a chance we have a 70 MMbpd supply deficit in [----]. Global decline rates DRINK https://t.co/fxA4CD05rj Guy whos bullish oil because theres a chance we have a 70 MMbpd supply deficit in [----]. Global decline rates DRINK https://t.co/fxA4CD05rj"
X Link 2024-08-29T00:45Z [----] followers, [---] engagements
"This is absolutely insane Is there anyone in this world more efficient than the Chinese Drilling [----] meters in a single day: China National Offshore Oil Corporation has set a new record for daily depth drilled in an offshore oil and gas field. #China #oil #gas #record #drilling https://t.co/ZMDnpEocqX Drilling [----] meters in a single day: China National Offshore Oil Corporation has set a new record for daily depth drilled in an offshore oil and gas field. #China #oil #gas #record #drilling https://t.co/ZMDnpEocqX"
X Link 2024-09-01T07:10Z [----] followers, [---] engagements
"Agree. OPEC should have come back to full capacity post Covid even if that mean oil stayed at $50 for next [--] more years. They would have had full production and #shale dead and buried for years. But the greed for price is why the prices are not where they would have wanted If OPEC+ has not cut production at all prices in 2025-2027 would be above $120 without any war nor political events. Prices would be supported by market fundamentals and nothing can be done about it. US and China inventories would be exhausted and OPEC+ spare capacity would If OPEC+ has not cut production at all prices in"
X Link 2024-09-07T04:00Z [----] followers, [---] engagements
"@coldy10904 @PantheonResour1 @EnergyHobbs I understand you get fat investment banking fees from $PANR constant capital raises. So hard for you to say anything other than pump their pump but that's fine mate. Markets decide everything -- meanwhile enjoy your fees as @energyhobbs is ensuring his paychecks"
X Link 2024-09-10T02:09Z [----] followers, [---] engagements
"@respeculator If $X wasnt called US Steel it would have been 2x the price it is today If $YAL.AX didnt have a Chinese owner for an ASX listed stock it would have been 2x today Sigh"
X Link 2024-09-10T10:17Z [----] followers, [----] engagements
"Toyota's all-solid-state EV battery plans get the green light in Japan https://electrek.co/2024/09/09/toyotas-all-solid-state-ev-battery-plans-get-green-light-japan/ https://electrek.co/2024/09/09/toyotas-all-solid-state-ev-battery-plans-get-green-light-japan/"
X Link 2024-09-10T23:04Z [----] followers, [---] engagements
"@Gary02001438 @coldy10904 @PantheonResour1 IERs are exactly that -- creative numbers based on tons of assumptions. They are not set in stone. $PANR has so far failed to convert them into anything meaningful Speak in 6m after Megrez results fail to lift your spirits and your % share of "resource" size diminishes further"
X Link 2024-09-11T03:49Z [----] followers, [---] engagements
"Just muted Trump Harris Kamala words on #x for me. The race I think is over and best to keep this distraction away"
X Link 2024-09-11T23:48Z [----] followers, [---] engagements
"#coaltwitter in a very bearish mood. Sure if coal prices and equities languishing where they are ahead of a potential economic crisis the consensus might be right this time. Mainly own and will add $YAL.AX (30% FCF yield even nw) + $NRP Waiting for lower $WHC.AX $HCC What will be the cyclical low for $WHC.AX $whc over next [--] months #coaltwitter What will be the cyclical low for $WHC.AX $whc over next [--] months #coaltwitter"
X Link 2024-09-12T06:44Z [----] followers, [----] engagements
"Can Roger Tucker do one more idiotic transaction so that $AOI.TO $AOI can go down SEK12 or C$1.6 His M&A strategy & sequence of transactions has been horrendous despite good assets. Very poor CEO. His IR recently followed me maybe the message gets across to him"
X Link 2024-09-17T08:08Z [----] followers, [----] engagements
"$AOI.TO has some really good assets $AOI also manages nothing purely sleeping partners in all assets Once CEO is done fucking up with his M&A strategy and destroying share holder capital he can go back to sleep and there is value to be extracted here"
X Link 2024-09-17T08:13Z [----] followers, [--] engagements
"Exactly one year back when I was getting mocked on this 🤣🤣 $PANR shares o/s in [----] when it acquired Alaska leases -- [---] mn $PANR shares o/s today -- [----] mn -- 80% dilution of shareholders. Sep [----] -- Shares o/s -- [----] mn+ (bookmark it coldy)"
X Link 2024-09-17T09:25Z [----] followers, [----] engagements
"@phil_hk If you do the maths of the valuation dilution via prime merger you will realise that the stock price decline is justified. Try doing the math yourself once and you will notice it"
X Link 2024-09-17T09:36Z [----] followers, [---] engagements
"@phil_hk $AOI.TO $AOI had $200 mn cash + Namibia + 3B/4B + EG they undervalued ALL this on Prime merger at cost of its shareholders value destruction. Just a few weeks later Roger bumped up Namibia value by 25% to impact to purchase their stake. Double disaster Market aint stupid"
X Link 2024-09-17T09:47Z [----] followers, [---] engagements
"$PANR stock return since that tweet from coldy above. Share price collapse + share dilution = death 🌀"
X Link 2024-09-17T09:57Z [----] followers, [---] engagements
"$AOI.TO $AOI shareholders should IMO vote to reject the merger $AOI shareholders getting taken for a ride from terrible strategy execution from Roger Tucker. $AOI is worth a lot more that the merger scrip ratio suggests Africa Oil Corp. will hold a special shareholder meeting on October [--] [----] to approve an amalgamation resolution with BTG Pactual Oil & Gas. Shareholders can vote using the proxy form before October [--] or [--] depending on the stock exchange. $AOI.TO Africa Oil Corp. will hold a special shareholder meeting on October [--] [----] to approve an amalgamation resolution with BTG Pactual"
X Link 2024-09-18T00:55Z [----] followers, [----] engagements
"@ImmaYieldGuy You cant get to a $3 bn+ value while assigning a zero or near zero value to Grosvenor. Its simply not possible. $AAL.L"
X Link 2024-09-19T04:40Z [----] followers, [---] engagements
"As expected @EnergyHobbs & team happily compared Megrez to Pikka/Willow again but provided no flow rate guidance Instead said on the lines of success of Megrez will be judged on our metric rather than flow rates Ofcourse anything is a success on our metrics :) $PANR @PantheonResour1 @EnergyHobbs #PANR hosting webinar tomorrow on Megrez well plan Only [--] Q will $PANR provide an expected flow rate guidance after already comparing it to Pikka / Willow which flowed [----] bopd+ vertical & [----] bopd+ horizontal https://t.co/77ervmFQI7 @PantheonResour1 @EnergyHobbs #PANR hosting webinar tomorrow on"
X Link 2024-09-19T05:00Z [----] followers, [---] engagements
"Mgmt PUMP doesn't stop there. Now publicly pumping to target beating performance of $PXD $FANG & Continental Will @energyhobbs elaborate that a 10x from today is simply a breakeven for bag holders who bought $PANR at the peak What about future equity raise & dilution :)"
X Link 2024-09-19T05:05Z [----] followers, [---] engagements
"@EnergyHobbs When a Mgmt start parading and pitching itself as investment cases better than some of top companies in the business and all they have to show for it is a 80% share dilution in the process and a stock down 90% from peak with no capital for development -- run & hide $PANR"
X Link 2024-09-19T05:09Z [----] followers, [---] engagements
"@Gary02001438 I really dont care who Scott is and why Stahel shared the documents. Scott is a sketchy character anyway. Shorting stocks aint easy one needs conviction as duration is against you. Its my conviction against yours. I share my view you share yours. If you win - well done"
X Link 2024-09-20T09:28Z [----] followers, [--] engagements
"@souzaj99 PEL [--] already has a discovery. Roger tucker of $AOI.TO $AOI has already said at a town hall earlier that #Mangetti needs to be appraised further by their neighbours in their blocks which is essentially $CVX $SEI.V in PEL90. Mangettii will be unitized as well at some point"
X Link 2024-09-24T13:25Z [----] followers, [---] engagements
"@souzaj99 Yea true that I am not sure which company are you attributing [--] discoveries to pre drill"
X Link 2024-09-24T14:26Z [----] followers, [---] engagements
"Had an $8.75 limit orderon $EC a while back and it just hit last night. Havent followed why (does anyone know) but took opportunity to load a bit. Time to do some work and find out whats happening here. Might just sell back but R/R seems very good optically Thoughts"
X Link 2024-09-26T02:59Z [----] followers, [---] engagements
"Hmm. JPM downgrade based on a lot of geopolitical risks and some other risks I need to do some work on. But geopolitical risks led sell off are usually a Buying opportunities. No govt kills the goose that lays golden eggs $EC Ahora JPMorgan se une a Morgan Stanley reduciendo en 30% el precio objetivo de Ecopetrol. Al igual que con el dlar dirn que es un movimiento mundial una manipulacin de los analistas y periodistas internos o que la petrolera ya vena mal. 30% son [--] BN de pesos en market https://t.co/QHhtPXNtmT Ahora JPMorgan se une a Morgan Stanley reduciendo en 30% el precio objetivo de"
X Link 2024-09-26T03:04Z [----] followers, [----] engagements
"What is the oil bull thesis if the threat of #OPEC spare capacity lingers like the Sword of Damocles If #shale production picks up growth after Matterhorn Express Pipeline comes online If there is a soft / hard landing underway If US inventories are not exactly falling"
X Link 2024-09-26T08:43Z [----] followers, [---] engagements
"The path to an oil bull market has to first jump the hurdle of the exhausting OPEC spare capacity without it there is no Bull market period. Trade around stocks but dont buy for the cycle"
X Link 2024-09-26T08:46Z [----] followers, [---] engagements
"@TRAVmoneyofmine @moneyofminepod Get someone HK / SG based or even better from mainland with good on the ground grip and view. Western commentary is all painted largely with the same brush they were ALL very very wrong going into post FED rate cut which was the cue for the Xi bazookas to come out"
X Link 2024-09-30T05:11Z [----] followers, [---] engagements
"@triangulate Maybe you didnt run the numbers / events carefully and just took your decision based on the corporate PPT (which was made with the intention to get approval from your votes). But your vote your choice :)"
X Link 2024-09-30T10:54Z [----] followers, [---] engagements
"@SirAdamBlyth You know I cant answer that your R/R framework will be very different from mine. I shared what I think the FCF yield is at a todays price balance sheet and coal price curves. I let you decide"
X Link 2024-09-30T11:11Z [----] followers, [---] engagements
"Been thinking about it.There is one last fuckup left for Roger Tucker to do. He will at some point consolidate Impact O&G into $AOI.to $AOI And in his desperation to do that he will again agree to a super bad scrip ratio merger just like he is doing to merge Prime @phil_hk Venus farmout = stupid Stopping buyback = stupid Prioritizing divies = stupid Prime merger scrip ratio = stupid Gifting half of Venus to $TTE and then chasing to buy back from Impact at huge premium = stupid Venus farmout before Prime consolidation = stupid $AOI $AOI.TO @phil_hk Venus farmout = stupid Stopping buyback ="
X Link 2024-09-30T12:55Z [----] followers, [----] engagements
"@capconstrained Firstly you cant value $AOI.TO $AOI on a multiple basis its has low producing reserve/reserve life and declining trajectory of volume / EBITDA / cash flows from Nigeria Most people got the stock wrong last few years because they cant see that core business is in decline"
X Link 2024-09-30T13:26Z [----] followers, [---] engagements
"@capconstrained Secondly the stock from a portfolio terms could be argued attractive even at SEK20 or SEK25 but Roger has done some really horrible deals so far. So there has to be obvious management discount on stock. Then you have to think what can be the next fuck up. = Impact merger"
X Link 2024-09-30T13:29Z [----] followers, [--] engagements
"@capconstrained Thats doesnt mean anything really a few bps here or there for financing which ultimately depends on the credit rating of the company. Nigeria Prime will have to de-leverage as production declines there is no choice. Without reserves they cant keep holding on to the debt"
X Link 2024-09-30T13:49Z [----] followers, [---] engagements
"This could also mean that #Mopane is much bigger than what is shows on the map by Galp so far as the boundary of $TTE's block is a good 30-40 kms away from the current border of $galp's #Mopane"
X Link 2024-10-03T03:52Z [----] followers, [---] engagements
"@capconstrained @25robbose @KattiKnowledge Rob should be fine on [--] with the carry. But [--] with $CVX is same situation as Impact in $TTE block. Custos has just [--] well carry & from there capital calls start to come in. $CVX has no incentive to update market on drill results until they take out Custos. Same playbook as TTE"
X Link 2024-10-03T13:28Z [----] followers, [---] engagements
"@capconstrained @25robbose @KattiKnowledge Ok. But $CVX could use the same playbook at $TTE. Not disclose the size of any discovery do not share data with Custos and then raise capital calls for further exploration that Custos cant afford. Then be the buyer of last resort just like $TTE. It worked like a dream for TTE"
X Link 2024-10-03T13:47Z [----] followers, [---] engagements
"$ECO.L highlights #Mopane as a discovery in both the $galp (PEL83) and $CVX (PEL 90) Blocks in their PPT. Very Interesting. Roger T & Shahin @ $AOI.TO $AOI earlier pointed #Mangetti extends into [--] and [--] blocks. Is $TTE's #Tamboti = #Mopane https://wp-ecooilandgas-2020.s3.eu-west-2.amazonaws.com/media/2024/07/ECO_Investor-Presentation-JUL-FOR-WEB.pdf https://wp-ecooilandgas-2020.s3.eu-west-2.amazonaws.com/media/2024/07/ECO_Investor-Presentation-JUL-FOR-WEB.pdf"
X Link 2024-10-17T05:24Z [----] followers, [----] engagements
"@respeculator This is a good discussion so thanks Is it really a low cost mine adjusted for quality with avg 67% of bmrk pricing IMO possible EMR just wants out & pumping up in press Yes mine made $465 mn past [--] yrs (war prem) but also made just $260 mn over past [--] selling 35mt coal"
X Link 2024-10-18T01:27Z [----] followers, [---] engagements
"@respeculator @YBMCapital Bingo"
X Link 2024-10-18T07:49Z [----] followers, [---] engagements
"BNEF Talk: Is There an EV Slowdown and What Does It Mean for the Energy Transition on Vimeo https://player.vimeo.com/video/1017996531 https://player.vimeo.com/video/1017996531"
X Link 2024-10-19T07:55Z [----] followers, [---] engagements
"@YellowLabLife @wmiddelkoop @Mark_IKN @moneyofminepod @TRAVmoneyofmine @JDmoneyofmine Not into loop. But guys @moneyofminepod come across as really nice folks trying best to bring smart people on podcast and let them speak. Always civil & curious. always bantering making it light even if tensions rise. Sometimes feel stretched but they try to do a lot only fair"
X Link 2024-10-20T04:02Z [----] followers, [---] engagements
"@rabito79 Was it really his own money Or paid for by a NY based hedge fund to him as consulting fees so that his signing up with the company lifts sentiment and avoids (albeit temporarily) a complete write down to [--]. You should know which HF was behind the scene to get him on board 😀"
X Link 2024-10-23T11:43Z [----] followers, [---] engagements
"@rabito79 @WoodSalmon If you cant see the simple point today that @EnergyHobbs & team sneakily gifted themselves [--] mn stock options at spot prices in the guise of retiring old options which would have expired worthless then any further discussion with you is a bridge too far :)"
X Link 2024-10-23T14:44Z [----] followers, [---] engagements
"@rabito79 @WoodSalmon @EnergyHobbs They simply put contingency statements. Commercial contingent to.. Ofcourse you overlook them :) They write what $PANR wants them to because they paid for it and then write their own section on contingencies. Thats how CPR works if you were ever involved in making one"
X Link 2024-10-23T15:55Z [----] followers, [---] engagements
"I bought $sei.v when it was 14-15 Canadian cents and unknowingly of the wisdom below I had asked the same questions to myself. In my case birds being oil reservoirs. I think $ sei.v has only caught just one of the atleast 3-4 birds so far. Warren Buffetts [--] questions for valuing a stock: https://t.co/yVYkunWw60 Warren Buffetts [--] questions for valuing a stock: https://t.co/yVYkunWw60"
X Link 2024-10-31T15:40Z [----] followers, [----] engagements
"@mike_oil_invest @CdnResourceInv Cash isnt a problem. Current cash can fund up to [--] more wells on the chevron block after then 1st well Chevron will drill soon. Plus $sei.v will get discovery bonus if this well hits so more incoming cash. MC goes up as well so easy to raise small 💰. Cash is the last issue"
X Link 2024-11-01T07:45Z [----] followers, [---] engagements
"$AOI.TO $AOI after exiting my position few months back at $20 SEK am back to full position @ avg $13.5 SEK IMO current EV implies [--] value for stake in $TTE big Namibia discovery of Venus / Mangetti and potentially Tamboti soon. Mgmt still biggest risk but worth taking here"
X Link 2024-11-01T08:29Z [----] followers, [----] engagements
"Matterhorn pipeline should help increase Permian #oil production by 350-400 kbd (should start to see this in a few months). Then comes Blackcomb Apex & Saguaro. These together could unlock another 1000+ kbd of Permian #Oil What exactly is #OPEC production cut strategy"
X Link 2024-11-03T23:59Z [----] followers, [---] engagements
"Not just Solar #China wind generation capacity growth is also clocking a pace of [---] GW PER YEAR Tell me why has #Chinese #oil demand not peaked And most of IEA EIA OPEC are guiding for oil demand growth in China this year and next"
X Link 2024-11-04T00:10Z [----] followers, [---] engagements
"I think this is the single most important reason why rig counts are meaningless now. Longer laterals and improving productivity means more barrels per rig. Wait and see how Permian volume returns to growth next few months as Matterhorn ramps up with more pipelines in queue US Shale: Simply remarkable [----] is shaping up to be the best year ever for productivity per well. That was a surprise to me says Ted Cross VP at Novi Lab. Its kind of a counternarrative to what youll often hear. #Oil https://t.co/n6u73Q94Mt US Shale: Simply remarkable [----] is shaping up to be the best year ever for"
X Link 2024-11-04T00:41Z [----] followers, [---] engagements
"Time for #Commodities again 1/3 Bob is 💯 This chart shows the rise in long-rates never after a first-rate cut is unprecedented. The market is rejecting the Fed's rate-cutting policy. Why * The economy is good * Inflation is not "solved" (and tariffs are inflationary) * Don't need monetary stimulus https://t.co/qDzMOxyQN4 1/3 Bob is 💯 This chart shows the rise in long-rates never after a first-rate cut is unprecedented. The market is rejecting the Fed's rate-cutting policy. Why * The economy is good * Inflation is not "solved" (and tariffs are inflationary) * Don't need monetary stimulus"
X Link 2024-11-04T13:02Z [----] followers, [---] engagements
"#Kapana is likely more analogous to #Mopane as its a Cenomanian-Albian target similar to Mopane. Venus is Aptian while Mangetti/Tamboti are shallower so likely both are Ceno-Albo as well. $CVX $TTE $AOI.TO $AOI $SEI.V $GALP $PCL.AX"
X Link 2024-11-07T10:33Z [----] followers, [----] engagements
"With Donald Trump victory here are his energy and climate positions https://www.ciphernews.com/articles/with-donald-trump-victory-here-are-his-energy-and-climate-positions/ https://www.ciphernews.com/articles/with-donald-trump-victory-here-are-his-energy-and-climate-positions/"
X Link 2024-11-07T12:55Z [----] followers, [---] engagements
"- Need 🚀 1st make it profitable by satellites & internet while keep building bigger 🚀 If someone starts with an Are You Stupid Dream.just think where @elonmusk has got to by thinking I want to see apartments & shopping malls on Mars"
X Link 2024-11-09T07:14Z [----] followers, [---] engagements
"@elonmusk I love @elonmusk and cant wait to see the 1st Starshio launch to Mars. Dont live in America but have promised my [--] yr old son who has watched very starship launch 🚀 with excitement that we will go and see the Mars launch together near Starbase Go Elon"
X Link 2024-11-09T07:23Z [----] followers, [---] engagements
"Took a starter short on $PANR. Almost at the top of the chart today at good volume Management has history to overstate achievements and understate failures Current well compared to Pikka / Horeshoe. Tall task Stock trading at $400 mn market cap with nothing to show for it"
X Link 2024-11-11T09:04Z [----] followers, [----] engagements
"@coldy10904 Only if it flows. Pikka/Horseshoe & Willow flowed 2000-3000 bpd from vertical tests. Best a $PANR well did was [---] bopd from a horizontal test. Stock valued $400mn+ is insane without proof of concept Stock moving 20% on a well known spud news is more insane :) Lets see"
X Link 2024-11-12T00:02Z [----] followers, [---] engagements
"@coldy10904 point is IF they were important discoveries 1) they would have got a farm out / buy out offer 2) they would have drilled further appraisal well to prove up and silence any naysayers specially when the stock price crashed 3) discover appraise deal. Thats how things work"
X Link 2024-11-12T03:20Z [----] followers, [---] engagements
"@Michael61521180 @YouTube My only retort to that is if that were such a big issue explain why $TTE $SHEL $GALP & Others having together sunk in over $2 billion in exploration in Namibia over the past [--] years are still drilling and $CVX $BP $ENI are lining up their drills"
X Link 2024-11-13T00:39Z [----] followers, [---] engagements
"@Michael61521180 @YouTube Its likely almost $3 billion spent already in Namibia and counting"
X Link 2024-11-13T00:40Z [----] followers, [---] engagements
"@amboteignosceme key to understand this chart is to discard everything pre-2020 and look at data post that. China added [---] GW of Solar last year and will do same this year they have a Base to create that much supply minimum every year now. Now work back the math from there on an excel sheet"
X Link 2024-11-19T02:18Z [----] followers, [--] engagements
"@YellowLabLife Not sure how you simplistically assume $65-70 margin for Anglo assets. Costs now at $140/t+ (post fire) and $125/t+ need to go below $100/t to get anywhere close to $65/t. Ofcourse assuming there is [--] cost inflation over next [--] years"
X Link 2024-11-25T15:21Z [----] followers, [---] engagements
"@YellowLabLife They just gave out a very very wrong number on cost Actual costs now are $140/mt ex royalty. Inc royalty and in short tons basis - actually cost is $190/ short ton - not $140/st Wow Sell side will pick it up as bullish only to realise later how wrong they will be $BTU"
X Link 2024-11-25T16:26Z [----] followers, [---] engagements
"The koala gets it and the koala is a smart guy $BTU Sold all Peabody $BTU in the eucalyptus tree and bought more Warrior $HCC and for the first time in years more Glencore $GLEN.L More the koala pondered on that conference call the more it kicks itself for not putting the dots together this morning that the guide was way too Sold all Peabody $BTU in the eucalyptus tree and bought more Warrior $HCC and for the first time in years more Glencore $GLEN.L More the koala pondered on that conference call the more it kicks itself for not putting the dots together this morning that the guide was way"
X Link 2024-11-25T23:23Z [----] followers, [---] engagements
"@CaptainRoyen @YellowLabLife 1) this is metric tonne $BTU guidance is is short ton 2) this is pre-fire of Grosvenor post fire that $125/metric tonne is $145/metric tonne+"
X Link 2024-11-26T02:57Z [----] followers, [---] engagements
"@ImmaYieldGuy Chinas energy demand is a) still growing b) Chinese oil demand switching to coal / Re Global energy demand for data centers and compute power will 🚀 Nations want to keep data centres locally (data security) = energy mix cant be 100% Renewable"
X Link 2024-11-26T03:15Z [----] followers, [---] engagements
"@realhagetaka @boronite @CaptainRoyen Yup. was surprised how they conveniently hid costs from the slide deck ($WHC $BHP slides were slick) $BTU mgmt kept harping on long duration cash flows with little focus on cost and path to cost improvement. You generally focus narrative on LT when ST cant be explained"
X Link 2024-11-26T04:15Z [----] followers, [---] engagements
"@respeculator Its 85-88% relativity for Anglo coal not 100% $BTU"
X Link 2024-11-26T23:07Z [----] followers, [---] engagements
"So with $AAL.L coal bid lost next in line for $YAL.AX is the Kestrel mine. Whats it worth and should $YAL go for it #Coaltwitter Did some work on Kestrel coal mine don't feel very impressed 5.5-6.0 mtpa mine likely mix of 80:20 Met:thermal Avg ASP below 70% of Benchmark Avg ASP @ Spot = US$125/t Avg COGS (ex-royalty) = US$85-90/t (A$135/t) EBITDA/t @ spot = US$18/t $YAL.AX #coaltwitter Did some work on Kestrel coal mine don't feel very impressed 5.5-6.0 mtpa mine likely mix of 80:20 Met:thermal Avg ASP below 70% of Benchmark Avg ASP @ Spot = US$125/t Avg COGS (ex-royalty) = US$85-90/t"
X Link 2024-11-28T03:52Z [----] followers, [----] engagements
"$BTU $SMR.AX Peabody did the same last year acquiring the Wards Well coal deposit from Stanmore @ $1/t of saleable coal + $1.5/t of contingent payment post commission & cost recovery"
X Link 2024-11-28T03:52Z [----] followers, [---] engagements
"#Wikipedia needs a #woke cure medicine $CVX #oott #endwokeness"
X Link 2024-11-29T04:06Z [----] followers, [---] engagements
"You need to spend 10x more time + effort to do due diligence & research on a small cap then on a large cap company. Yet your potential investment in that small cap will be relatively limited vs the large cap due to liquidity constraints. Can be rewarding ONLY if done well"
X Link 2024-12-04T12:44Z [----] followers, [---] engagements
"closed the $PANR short at open today for a cool +10% @EnergyHobbs & his team will pump this up now to do a BIG capital raise and dump shares on yolo apes. Let's try and put some sanity into this. Took a starter short on $PANR. Almost at the top of the chart today at good volume Management has history to overstate achievements and understate failures Current well compared to Pikka / Horeshoe. Tall task Stock trading at $400 mn market cap with nothing to show for it Took a starter short on $PANR. Almost at the top of the chart today at good volume Management has history to overstate"
X Link 2024-12-10T08:28Z [----] followers, [----] engagements
"so $PANR is out with a press release announcing a [----] feet interval of hydrocarbon discovery. Awesome Just that there is nothing new or ground breaking about it "
X Link 2024-12-10T08:31Z [----] followers, [---] engagements
"@AndyJay16634390 IF any of these or potentially $wds $XOM or $PBR who are likely next entrants in Namibia -- want to continue or want to drill there is no shortage of rigs availability in 2025"
X Link 2024-12-11T02:36Z [----] followers, [---] engagements
"$PANR apes and paid promoters cant respond to serious questions. Their only revert is that excel sheets prepared by $PANR proves the fields are commercial Every single paid & commissioned 3rd party assessment provider has stated numerous contingencies none of which resolved @Flight_Useful Similar conceptual scenarios were spouted during the last well also which was a success during drilling and subsequently couldnt get the oil out of the ground commercially @Flight_Useful Similar conceptual scenarios were spouted during the last well also which was a success during drilling and subsequently"
X Link 2024-12-11T12:10Z [----] followers, [---] engagements
"@rabito79 @EnergyHobbs If only Austonauts were tasked to design fund and launch rockets we wouldnt even have a prototype till now :) The best revert of bag holders have you ever worked on an oil field Hilarious"
X Link 2024-12-11T12:51Z [----] followers, [--] engagements
"$XOM Going through the presentation deck amazing how Guyana transformed the company totally. And technology improvements in Permian is simply fantastic. Synergies from the $PXD acquisition alone is worth more than $30bn in market value. How is XOM not a tech company"
X Link 2024-12-12T00:05Z [----] followers, [----] engagements
"So if $CVX $SEI.V does start drilling at this exact same location does that also mean that PEL [--] location for #Saturn-1x well has already been identified by #WDS $PCL.AX $WDS hasn't formally farmed-in yet. Wouldn't that seem like a formality then Very interesting times"
X Link 2024-12-12T12:45Z [----] followers, [---] engagements
"Same logic extended to $TTE $AOI.TO future exploration wells after #Tambotti Kokerboom-1x & Koekoemor-1x next wells $TTE shot an extensive 3D here last year and Maggy Shino Namibia Petroleum Commissioner already stated there are "Two more Giants South of Venus""
X Link 2024-12-12T12:49Z [----] followers, [---] engagements
"This is a gem of a thread Read it if you care about #lithium Glad I got to witness this market discussion (boxing match) live. My comments in the long thread below. TLDR; - Short-term oversupply persists. - Medium term price accretion suppressed from inventory build-up + swing supply. - Cannot ignore Africa Brazil & Chinese Glad I got to witness this market discussion (boxing match) live. My comments in the long thread below. TLDR; - Short-term oversupply persists. - Medium term price accretion suppressed from inventory build-up + swing supply. - Cannot ignore Africa Brazil & Chinese"
X Link 2024-12-12T14:37Z [----] followers, [---] engagements
"@capconstrained QatarE is least interested in being an operator anywhere. $CVX $PBR or $TTE takes up operatorship on PEL [--] and let Qatar in by them scooping up $SEI.V stake in [--] or Custos as a whole. Everyone wants to work with Qatar for their money and their LNG"
X Link 2024-12-15T13:06Z [----] followers, [---] engagements
"@AndyJay16634390 Qatar Energy doesn't want to be an operator & $WDS wont be operator in PEL [--] as they don't have the balance sheet. $WDS will likely farm-out to a $CVX $PBR $TTE or even an $XOM (@capconstrained) . QE will happily come in & buy out Custos / $SEI.V and / or $PCL.AX"
X Link 2024-12-16T01:02Z [----] followers, [---] engagements
"@Maverick241069 #ECO $ECO.L committed to drill a well in #Guyana over next 6-12 months. No money no partner. Likely looses Guyana. No partner in any #Namibia blocks. So value of those blocks [--] for now Its MC for just the 3B/4B stake = V expensive. No well here until 4Q [--]. Why bother"
X Link 2024-12-16T01:47Z [----] followers, [---] engagements
"Is fear mongering an investment strategy commodity markets medium to LT trade on D-S balances Valuations for perceived sunset sectors contract over time. Look at #coal No evidence of capex slowing halting in #oil so why would anyone bother But fear mongering . My take to the market: For investors now is the opportune moment to reassess the energy sector which has become significantly undervalued. The E&P industry currently trading at historical lows in relation to the broader market presents not only defensive strategies but also My take to the market: For investors now is the opportune"
X Link 2024-12-16T10:02Z [----] followers, [---] engagements
"$AOI CEO already said the $TTE PEL56 #mangetti discovery already significantly extends into $CVX PEL90. So there is a discovery there already just not appraised. A farm-into this block with an 82% success rate in the vicinity has to be mighty lucrative for the incumbent /2"
X Link 2024-12-16T13:10Z [----] followers, [---] engagements
"There should be no other reason for $CVX to get a farm in partner at this stage unless someone comes in and say I will pay your costs for the next [--] wells It will still be a very cheap buy-in for QatarE on a $/boe basis and $CVX completely derisks the block for itself /3"
X Link 2024-12-16T13:10Z [----] followers, [---] engagements
"Well $SEI.V has $17 mn in bank. each extra well would likely cost them $5 mn for their share very doable. Also by the time a 3rd well is drilled a major discovery has to be already announced (else why drill). So $sei.v can raise equity at 2x its MC so again easy IMO DYOR"
X Link 2024-12-16T13:10Z [----] followers, [---] engagements
"2nd thoughts QatarE could be carrying $CVX for all [--] planned wells [--] well cost = [---] mn [--] wells = $1.5 bn Stake acquired 27.5% carrying amount paid = 27.5% * $1.5 bn = $412 mn If they hit even [--] bn bbl discovery thats [---] mn bbl for $412 mn = $1.5 / bbl = super cheap"
X Link 2024-12-16T13:20Z [----] followers, [---] engagements
"@Morley_08 @Morley_08 nice chart but it doesnt exactly say fleet of what type. It could be many different things totally unrelated to offshore oil services"
X Link 2024-12-16T15:17Z [----] followers, [---] engagements
"@TBstockinvestor Agree $TTE probably has the best real estate in the Orange basin"
X Link 2024-12-18T09:25Z [----] followers, [---] engagements
"@TBstockinvestor But South Africa also really hates money :) its just so hard to get an oil & gas development going through. Thats the toughest risk to manage. $TTE had to exit fairly lucrative and huge gas discoveries but they are hoping potential oil discoveries might be easier to develop"
X Link 2024-12-18T09:27Z [----] followers, [---] engagements
"Most of my portfolio is concentrated in catalyst rich stocks which should have zero correlation to the market moves But a market in panic sells everything every time Yet value of these stocks I hold will eventually be driven by the catalysts even in a bear market /2"
X Link 2024-12-19T03:53Z [----] followers, [---] engagements
"$tte $shel $cvx $galp $pbr $wds Qatar Energy are all here or want a pie in. Collectively they have spent over $2 billion in the basin over the past [--] years just on exploration and that could will rise to over $3 bn by end-25. That $3 bn is your proof of concept. /4"
X Link 2024-12-19T05:29Z [----] followers, [---] engagements
"holding $sei.v feels 99% recession proof imo You are riding on the coattails of giants who are spending crazy serious money in #Orangebasin Sintanas value is set by a discovery deal multiple not oil price Recession shouldnt matter so buying insurance need is limited /5"
X Link 2024-12-19T05:30Z [----] followers, [---] engagements
"For some reason all the saved tweets in my draft have disappeared so will have to rewritewill continue these rumblings later with thoughts generally across energy coal oil field services tankers etc /7"
X Link 2024-12-19T05:34Z [----] followers, [---] engagements
"$AOI.TO $AOI is another top [--] position for me after I scaled back in recently almost timing the bottom to perfection. Its cheap based on its cash flow profile and is also a special situation stock just like $sei.v & $pcl.ax /8"
X Link 2024-12-19T10:40Z [----] followers, [---] engagements
"$AOI.TO s small 4% stake in PEL [--] with $$TTE could turn out to be 200-400 mn bbls net to AOI with Venus Mangeti/Tamboti and potentially Damara prospects down south. They are fully carried to first oil means they can stay in this block forever unless acquired. /9"
X Link 2024-12-19T10:43Z [----] followers, [---] engagements
"Then $AOI has an 18% stake in block 3B/4b in S Africa potentially very promising. If Tambotti North Damara South Damara and 3B/4b all come good dont see how this stock doesnt do a 5-7x over [--] years. But oil price / recession near term risk. /10"
X Link 2024-12-19T10:46Z [----] followers, [---] engagements
"On oil #OPEC sitting on 4-6 mbd spare capacity which is only planned to come online through end-27 That timeline is a lifetime in oil markets. Demand is growing about [--] mbd annually so market needs 3-4 years just to absorb that supply while still keeping buffer capacity /11 Understanding OPEC+ plans in a single chart: OPEC+ pushes production increases into the future. - Slower pace of voluntary [---] million b/d cut tapering - Big quota increase pushed out to [----] https://t.co/OAXV4hoSfD Understanding OPEC+ plans in a single chart: OPEC+ pushes production increases into the future. - Slower"
X Link 2024-12-19T10:52Z [----] followers, [---] engagements
"If a recession arrive before [----] (what are the odds you think ) inventories will as usual rise #OPEC will as usual cut more supply and return of those barrels will take much longer. Add atleast [--] more years [----] This should be a base case for many but it isnt /12"
X Link 2024-12-19T10:54Z [----] followers, [---] engagements
"In a nutshell oil stuck in a limbo while awaiting an eventual recession. And complexity between #OPEC spare capacity shale dynamics & impending recession means there is zero reason for a serious money manager to put the cart before the horse here - just wait it out /14"
X Link 2024-12-19T10:59Z [----] followers, [---] engagements
"The only bulls I see in oil equities are unfortunately long only fund managers running an oil equities fund. Ita hard time to be one so I feel your pain. But IMO they are just talking their book because being long-only in a single sector is perfect recipe for bias /15"
X Link 2024-12-19T11:02Z [----] followers, [---] engagements
"@IEA when every US president threatens sanctions #energysecurity is more important than #EnergyTransition China is shifting oil-fueled ICEs to coal-fired EVs India will follow. AI datacenter and compute demand means global energy demand growth will be 1-2% point higher /19"
X Link 2024-12-19T11:41Z [----] followers, [---] engagements
"@IEA But no one wants to fund or build coal mines what a fantastic mix of tailwinds from both demand side and supply side. #thermal coal will continue to surprise on the upside and I want a decent piece of it /20"
X Link 2024-12-19T11:43Z [----] followers, [---] engagements
"Every time someone shows you a chart of energy sector underperforming the s&p500 saying its time for a reversal just remember this world consumes $2.5 trillion worth of oil annually vs global GDP of $115 trillion. Oil is 2.2% of global GDP. Why should it be more of an index $115 Trillion World Economy in One Chart https://t.co/NHCIkroiyi $115 Trillion World Economy in One Chart https://t.co/NHCIkroiyi"
X Link 2024-12-20T00:41Z [----] followers, [----] engagements
"@Riccardino999 $eog.v most likely loses orinduik block. have to drill a well within [--] months they have no money & no partner. Most likely block reverts back to government. And as you seem to allude if people are playing this stock also for Orinduik then theres material downside risk"
X Link 2024-12-20T02:46Z [----] followers, [---] engagements
"@Riccardino999 And if someone really wants to play the block [--] thesis they are better off playing the PEL [--] thesis with $sei.v Drill ready prospects already on PEL79 with multi-billion barrel payoffs. Namibia less risky thank SA $sei.v better mgmt than $eog.v"
X Link 2024-12-20T02:48Z [----] followers, [---] engagements
"@IEA @YellowLabLife deepwater #oilfieldservices is also very interesting place to be over next [--] years really dont know yet the perfect way to play this so recently took my first stab at it with exposures to $RIG $VAL $NE I took a 20% of my intended total position and down 5% on it rt nw /23"
X Link 2024-12-21T02:34Z [----] followers, [---] engagements
"@IEA @YellowLabLife its possible these go lower from here & will take those opportunities to build positions (even refine my exposures across stocks) and hence my slow scale into the sector Deepwater offshore has consolidated massively in recent years. Whats not to like in consolidations /24"
X Link 2024-12-21T02:39Z [----] followers, [---] engagements
"@IEA @YellowLabLife A total of [---] deepwater rigs available in market (including new builds & cold/warm stacked). Nothing more coming (probably ever) @TommyDeepwater knows better. Dayrates & market optimism go wild whenever utilisation rates go 90%+ = [---] years of Rig year demand /25"
X Link 2024-12-21T02:44Z [----] followers, [---] engagements
"@IEA @YellowLabLife @TommyDeepwater Global #oil supply will increasingly shift deepwater on lower breakevens & improved economics over the years. I am not a massive oil bull but I do think demand could increase for a few more years before a plateau Deepwater from 9.5% of supply could be 12-13% or more /26"
X Link 2024-12-21T02:58Z [----] followers, [---] engagements
"@IEA @YellowLabLife @TommyDeepwater That could be [---] to [---] mbd of incremental supply from deepwater by [----] IMO you need atleast [--] - [--] rigs per [---] mbd supply ( @TommyDeepwater thoughts ) so that could be incremental 12-25 rig year demand to achieve those numbers. Last year was [---] years of rig demand /27"
X Link 2024-12-21T03:03Z [----] followers, [---] engagements
"@IEA @YellowLabLife @TommyDeepwater Some cold stacked rigs will never come online either too old low specification or just very expensive to bring back to market. At total rigs of [---] if [---] rig year demand is magic number one could get there even at 126-127 year if some rigs decommission /28"
X Link 2024-12-21T03:06Z [----] followers, [---] engagements
"@IEA @YellowLabLife @TommyDeepwater Will it happen over [--] years NO. Can it happen over [--] years - YES there is time to position here and I think this will be a beautiful sector to own with a horizon of 5-7 years. Sectors like this go crazy above 90% crazy is when you sell. $rig $ne $val $sdril $val /29"
X Link 2024-12-21T03:10Z [----] followers, [---] engagements
"The beautiful Kudu that is also the name given to source rock for the Giant oil fields in the #OrangeBasin $TTE $Shell $CVX $WDS $AOI.TO $AOI $galp $sei.v $pcl.ax $pbr A "Kudu" with its unique beauty. https://t.co/ldyVKaM8W3 A "Kudu" with its unique beauty. https://t.co/ldyVKaM8W3"
X Link 2024-12-22T04:14Z [----] followers, [----] engagements
"@capconstrained @ImmaYieldGuy the price we pay for seeking value. But there is a whole world out there that would rather live on credit card bills to quench the desire of instant gratification. We are not the same. yet there is a market to feed their wildest desires. And that will never go away"
X Link 2024-12-23T11:35Z [----] followers, [--] engagements
"@ausnotes @plumfeeler Hear you. Dividend yield can be argued FCF yield is real At some point the FCF will translate in massive divies"
X Link 2025-01-07T08:23Z [----] followers, [--] engagements
"@KennardKrazies @coldy10904 Suit yourself $PANR"
X Link 2025-01-07T14:26Z [----] followers, [---] engagements
"@KennardKrazies @coldy10904 Havent posted more as it will doxx him. But this is enough to show you he is a connected party for $PANR and anything he says is basically marketing with $$ coming his way with every subsequent capital raising"
X Link 2025-01-07T14:28Z [----] followers, [---] engagements
"So if climate finance was the bull thesis on coal - aka no more coal projects funding - does these exits from Climate Finance Groups signal the turn & normalisation of the #Coal cycle #coaltwitter JPMorgan Quits Climate Finance Group Following Citi BofA Other banks to have exited include Goldman Morgan Stanley Exits coincide with growing GOP pressure on woke finance https://t.co/6buxL8AMpM JPMorgan Quits Climate Finance Group Following Citi BofA Other banks to have exited include Goldman Morgan Stanley Exits coincide with growing GOP pressure on woke finance https://t.co/6buxL8AMpM"
X Link 2025-01-07T16:27Z [----] followers, [----] engagements
"@Mat_Finish Yes I have simplified here to measure against the benchmark your assumptions are probably right. Not at my desk but YAL ASP is a good discount to NewC. But there net cost is also around $55-60/6 - US"
X Link 2025-01-10T12:18Z [----] followers, [--] engagements
"for most people securing a home is the first investment goal and any surplus from their goes to equities. Its just human nature. If you live in a big city renting is almost always cheaper and the trade-off of buying home vs investing in equity always favors equities. Rich own stocks. Low-middle class own Real Estate. https://t.co/It6od2h5rj Rich own stocks. Low-middle class own Real Estate. https://t.co/It6od2h5rj"
X Link 2025-02-02T09:33Z [----] followers, [----] engagements
"same charts but scaled to include the plunge in depth of [----] and the recovery since. Notice number of offshore programs in pipeline has now plummeted to almost same as in [----] when oil averaged $20 #drillers $NE $RIG $SDRL $VAL Despite recent retirements of several stacked rigs offshore #drillers can't catch a breath IMO [--] charts below summarize why $RIG publishes floater demand outlook regularly. Chart that outlook over a timeline & you see demand outlook has collapsed $NE $VAL $SDRL $BORR https://t.co/lbVXmkONSi Despite recent retirements of several stacked rigs offshore #drillers can't"
X Link 2025-02-27T03:59Z [----] followers, [----] engagements
"One of my concern with $AOI.to was its Nigeria reserves are falling sharply hence core value deteriorating Today it announced a 101% RRR for [----] or simply -- $200 mn of FCF from last year basically came in free Implied value of Namibia in stock price is now "negative""
X Link 2025-02-28T02:04Z [----] followers, [----] engagements
"Mopane-3x & Saggitarius-1x were both drilled in region below covered by the "Link" 3D seismic The seismic lines in the map below run N-S and is taken from the "Link" + "Bridge" 3D - showing visible channels all through the section and extending both ends $sei.v $galp $eni $bp"
X Link 2025-02-28T08:01Z [----] followers, [----] engagements
"#coaltwitter There is no point in being patient if you are doing the wrong thing thinking patience is needed for long term gains. Bullshit. You will end up losing your entire capital ( if you haven't already) So first evaluate. Understand. Then act. Seek professional help when needed. https://t.co/8b3C4ygayY There is no point in being patient if you are doing the wrong thing thinking patience is needed for long term gains. Bullshit. You will end up losing your entire capital ( if you haven't already) So first evaluate. Understand. Then act. Seek professional help when needed."
X Link 2025-02-28T09:56Z [----] followers, [----] engagements
"Have said it before #China steel demand could fall to [---] mt over next [--] years Looks like am not alone @Bloomberg seems to consider that scenario too What happens to #metcoal then No one addressing the real elephant in the room $AMR $HCC $WHC.AX $BTU $METC #CoalTwitter"
X Link 2025-02-28T10:04Z [----] followers, [----] engagements
"@ICBarrett @Ultradeep3 What if the Nasdaq/market crashes 30% in the next [--] months It will take the market along with it. Thats the risk reward to keep in mind to buy a sector where the catalyst according too all major companies in the sector is 12-18 months out"
X Link 2025-02-28T13:25Z [----] followers, [---] engagements
"sometimes stocks fall and they start to appear cheap relative to the market. And then sometimes the market falls further and the relativity does not hold anymore. So those stocks that fell earlier need to fall more even if they appeared cheap earlier"
X Link 2025-03-07T01:42Z [----] followers, [---] engagements
"In a #commodity sector there are three stocks trading at the below multiples. Which one would you buy 3.6x EV/EBITDA 20x P/E 5.8% FCF Yield 3.6x EV/EBITDA 20x P/E 5.8% FCF Yield"
X Link 2025-04-01T12:30Z [----] followers, [----] engagements
"I reckon its either Chevron or Petrobras Both $CVX & $PBR desperate for reserves + have no major greenfield project $Shel maybe but are they as desperate to bid up $TTE to prioritise #Venus & Suriname $BP + $ENI to go for Gulf of America & Rhino discovery first $sei.v"
X Link 2025-04-28T11:11Z [----] followers, [----] engagements
"$SUPR getting pumped as executives even calling Venus-like prospects on their block Its all BS for now dont fall for it. @SuperNova_SUPR block is in 3000-4000m depth way deeper than #Venus. Only well drilled @ that depth came dry #Nara #OrangeBasin #Namibia $TTE $SHEL"
X Link 2025-05-12T03:43Z [----] followers, [---] engagements
"If $PANR really had big discoveries + next to road/pipeline -- they would have secured a farm-in partner long-back. Fact that no Oil Major would touch this tard of a fraud is because those discoveries are bogus More dilution more pain more pump more oppty to short ahead"
X Link 2025-05-21T08:31Z [----] followers, [----] engagements
"At the webinar CEO Max Easley said after [--] days of flow testing Megrez-1 Topset [--] delivered "pure water". Chairman Hobbs later said "non-appreciable amount of hydrocarbon" He is the biggest liar and pumper for $PANR #PANR misleading poor investors"
X Link 2025-05-22T03:54Z [----] followers, [---] engagements
"Another hoax from $PANR #PANR is that Pantheon is the sole supplier for the Alaska LNG Project. Nothing is more further from the truth. Alaska LNG was conceived way before $PANR existed is targeting gas from Prudhoe Bay and Point Thomson fields"
X Link 2025-05-22T03:56Z [----] followers, [---] engagements
"Some prudent research will prove this. Use ChatGPT for reference and you will get these - $PANR #PANR"
X Link 2025-05-22T03:59Z [----] followers, [---] engagements
"and these -- $PANR #panr For more details -- https://netl.doe.gov/sites/default/files/2023-01/final-seis-0512-s1-alaska-lng-volume-2-2023-01_508-new.pdf https://netl.doe.gov/sites/default/files/2023-01/final-seis-0512-s1-alaska-lng-volume-2-2023-01_508-new.pdf"
X Link 2025-05-22T04:01Z [----] followers, [---] engagements
"US DOE's [---] page Environment Impact report on Alaska LNG Project lists down gas supply sources for the project Prudhoe Bay -- mentioned [---] times in report Point Thomson -- [---] times Pantheon -- ZERO times Ahpun -- ZERO times Kodiak -- ZERO times $PANR #PANR"
X Link 2025-05-22T04:07Z [----] followers, [---] engagements
"$PANR is a fraud. Its shown his hands several times now. But the religion is still strong. At some point the religion will break down and so will $PANR #PANR Bu if there is more pump and stupid higher prices I will happily take the opposite position again. Its free money"
X Link 2025-05-22T04:11Z [----] followers, [---] engagements
"$PANR #PANR"
X Link 2025-06-09T06:14Z [----] followers, [----] engagements
"@rabito79 @KennardKrazies If that makes you happy 😂. Megrez was an obvious short. land parcel had 3D shot back in [----] great bear analysed & let go of land (supposedly nothing there) then leased back after Kodiak / Ahpun failures and Baker Millefeuille spun it as best prospect. fraud & deception"
X Link 2025-06-10T22:37Z [----] followers, [---] engagements
"@rabito79 @KennardKrazies @Flight_Useful @Scot126126 Here"
X Link 2025-06-11T01:49Z [----] followers, [---] engagements
"@rabito79 @KennardKrazies @Flight_Useful @Scot126126 Atleast idiot agrees Great Bear shot extensive 3D on Megrez land parcel deemed unworthy dumped parcel then failed on Kodiak & Ahpun desperate to spin a story leased land back drilled a well by diluting shareholders knowing there is just water and now spinning again $PANR"
X Link 2025-06-11T01:53Z [----] followers, [---] engagements
"@rabito79 @KennardKrazies @Flight_Useful @Scot126126 If there was any value in Kodiak / Ahpun would have potential partners knocking on door for farm-in. NONE. So left with spinning stories. Remember Baker Millifuelle was sitting at home for [--] years before orchestrating a job at $PANR. Intends to keep it paid by shareholders"
X Link 2025-06-11T01:55Z [----] followers, [---] engagements
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