#  @tottaway22 Tanner Kirk Ottaway
Tanner Kirk Ottaway posts on X about $asts, $rklb, $pbr, $glng the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::553943460/interactions)
- [--] Week [------] +3,556%
- [--] Month [-------] -56%
- [--] Months [---------] -21%
- [--] Year [---------] +405%
### Mentions: [--] [#](/creator/twitter::553943460/posts_active)
- [--] Month [--] -87%
- [--] Months [---] -21%
- [--] Year [---] +125%
### Followers: [-----] [#](/creator/twitter::553943460/followers)
- [--] Week [-----] +0.26%
- [--] Month [-----] +2%
- [--] Months [-----] +21%
- [--] Year [-----] +110%
### CreatorRank: [-------] [#](/creator/twitter::553943460/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [celebrities](/list/celebrities) [social networks](/list/social-networks) [events](/list/events)
**Social topic influence**
[$asts](/topic/$asts) #34, [$rklb](/topic/$rklb) #45, [$pbr](/topic/$pbr), [$glng](/topic/$glng), [spacex](/topic/spacex), [$bak](/topic/$bak), [$1b](/topic/$1b), [block](/topic/block), [$seusf](/topic/$seusf), [service](/topic/service)
**Top accounts mentioned or mentioned by**
[@astspacemobile](/creator/undefined) [@spacanpanman](/creator/undefined) [@catseapex](/creator/undefined) [@thekookreport](/creator/undefined) [@kingtutcap](/creator/undefined) [@blueorigin](/creator/undefined) [@att](/creator/undefined) [@abelavellan](/creator/undefined) [@scottwisniews](/creator/undefined) [@freespeech1017](/creator/undefined) [@astsinvestors](/creator/undefined) [@kevinlmak](/creator/undefined) [@verizon](/creator/undefined) [@timx94](/creator/undefined) [@dwdinvesting](/creator/undefined) [@rivian](/creator/undefined) [@rakuten](/creator/undefined) [@defiantclient](/creator/undefined) [@spaceinvestord](/creator/undefined) [@jacobkeeton20](/creator/undefined)
**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [PolkaBridge (PBR)](/topic/$pbr) [Golar LNG Ltd (GLNG)](/topic/$glng) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Ecopetrol S.A (EC)](/topic/$ec) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [TotalEnergies SE (TTE)](/topic/$tte) [Verizon Communications Inc. (VZ)](/topic/$vz) [Suncor Energy, Inc. (SU)](/topic/$su) [AT&T Inc. (T)](/topic/$t) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [StarLink (STARL)](/topic/starlink) [QuantumScape Corporation (QS)](/topic/$qs) [Nokia Corporation (NOK)](/topic/$nok) [Redwire Corporation (RDW)](/topic/$rdw) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Kosmos Energy Ltd. (KOS)](/topic/$kos)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@mintzmyer @calvinfroedge @EmuConspiracy Why is $cmre lagging when rest are near 52wk highs"
[X Link](https://x.com/tottaway22/status/1341550291993251842) 2020-12-23T01:04Z [----] followers, [--] engagements
"@therecount Why dont we tackle the $31 billion of stolen unemployment funds from [----]. Literally stolen Someone needs to be held responsible and get to the bottom of it"
[X Link](https://x.com/tottaway22/status/1438269890259865600) 2021-09-15T22:33Z [----] followers, [--] engagements
"@therecount For those of you wonderingstraight from the CA EDD. I agree the recall was expensive but it serves a purpose & is for a reason. But if we are worried about spending there are easier targets. spent over $13bill on homeless only to see it increase 30+% https://www.google.com/amp/s/abc7news.com/amp/california-edd-unemployment-fraud-ca-scam-insurance/10011810/ https://www.google.com/amp/s/abc7news.com/amp/california-edd-unemployment-fraud-ca-scam-insurance/10011810/"
[X Link](https://x.com/tottaway22/status/1438282119315275776) 2021-09-15T23:22Z [----] followers, [--] engagements
"@ajitosu @Arbe_Robotics Nice. Ive been in since preDA & added post DA as I thought value was good & liked what they had. I am down so bounce would be good. Thought (along with others) they had deal with Tesla but then Tesla pulled radars. Hoping they get others. Plus has 4D radar on there [----] truck"
[X Link](https://x.com/tottaway22/status/1440429462588329989) 2021-09-21T21:35Z [----] followers, [--] engagements
"@TheSpacShack @ev_spacs @SpacGuru @aurora_inno @amazon Struggling with understanding the risk to $HCIC as they are testing in US with AMZN and all jobs are in US. So is concern they cant utilize data from China to train their model Plus isnt like these other holding companies as they are actually US"
[X Link](https://x.com/tottaway22/status/1444108670611034114) 2021-10-02T01:15Z [----] followers, [--] engagements
"@TheSpacShack @ev_spacs @SpacGuru @aurora_inno @amazon The concern I see is they dont have a OEM partner outside of China with FAW. Same issue I have with $NGAB. Seems $RTPY has OEMs. But as you said that val is crazy but has a huge PIPE but same issue with Joby but it has been performing well. Maybe $RTPY bring some rev fwd"
[X Link](https://x.com/tottaway22/status/1444109366471237632) 2021-10-02T01:17Z [----] followers, [--] engagements
"@SPACspin @SPACHawk @fmyyz80 Looked up a couple $FSSI had 8-K/A on 11/19. References ASC [---]. $LFTR on 11/26 with 8-K referencing ASC [---]. Are these the right ones Spent $700k from $350k on LFTR. $CPUH 11/22"
[X Link](https://x.com/tottaway22/status/1467929703830863873) 2021-12-06T18:51Z [----] followers, [--] engagements
"@ev_spacs $TEKK with Caliente Interactive on Thursday 1/6"
[X Link](https://x.com/tottaway22/status/1478202066992451585) 2022-01-04T03:10Z [----] followers, [--] engagements
"@SPACtrack $GWH was Acon S2 SPAC with ticker $STWO not Kensington. I dont think Kensington has a 3rd And the currently trading $KCGI is the V Confused by their order"
[X Link](https://x.com/tottaway22/status/1484297265304903685) 2022-01-20T22:50Z [----] followers, [--] engagements
"Top [--] Longs for [----]. Very long Energy with high dividends. ASTS & ORGN are speculative picks with a lot of de-risking & news in [--]. Will update at YE. $ASTS $3.97 $ORGN $4.94 $EC $10.03 $PBR A $9.81 $BTU $29.44 $RIG $4.67 $NMM $26.34 $STNG $54.72 $PARXF $14.73 $SU $31.5"
[X Link](https://x.com/tottaway22/status/1606745855511662592) 2022-12-24T20:17Z [----] followers, 17.8K engagements
"$EC 2023-2024 plan Prod = [------] bopd - flat Refinery = [------] bopd Transported = 1+ mmboepd 40% EBITDA @ $80 Brent 25-30 TCOP investment ($5-6b) Debt/EBITDA 2.1x Net income breakeven $20-$30 per bbl /7"
[X Link](https://x.com/tottaway22/status/1610734541798506496) 2023-01-04T20:26Z [----] followers, [----] engagements
"$EC Political After Petro was elected $EC sold off hard on fears. talk was worse than whats happened taxes on net in. 10% $75bbl & 15%$82 Company tax rates will go from 35% to between 45-50% assuming prices above $75 Cant deduct royalty Ban on fracking & new licenses /8"
[X Link](https://x.com/tottaway22/status/1610734545497919489) 2023-01-04T20:26Z [----] followers, [----] engagements
"More info on $EC below. $1.7-$2.4 div coming within [--] months $EC - 20%+ dividend coming soon. Diversified stable outlook political fears now known & implemented. EcoPetrol - The Columbian O&G producer Company with avg 720mmboepd production + [--] refineries + midstream + ports + electricity with $20 per bbl net income breakeven /1 https://t.co/6OHYIVuhVH $EC - 20%+ dividend coming soon. Diversified stable outlook political fears now known & implemented. EcoPetrol - The Columbian O&G producer Company with avg 720mmboepd production + [--] refineries + midstream + ports + electricity with $20 per bbl"
[X Link](https://x.com/tottaway22/status/1610738261768667136) 2023-01-04T20:41Z [----] followers, [---] engagements
"BTU - Peabody Energy Was going to do a thread but @8750Capital did such an amazing job there I dont need to A $4b Coal with $2B in cash ($1.6 net) soon no debt & $1.5-2b in FCF for [----]. On the verge of massive shareholder returns"
[X Link](https://x.com/tottaway22/status/1625126808373891081) 2023-02-13T13:36Z [----] followers, [---] engagements
"Want to share my div forecast $EC & $PBR. I expect $PBRA to announce a $0.6 div tomorrow $EC has already announced $1.66 for rest of [--] & may be a special next Q By the end of [----] I est you will get $3.16 from $EC & $4.48 from $PBRA Both incredibly cheap even at $75 oil"
[X Link](https://x.com/anyuser/status/1656517706127118337) 2023-05-11T04:32Z [----] followers, 29.7K engagements
"@AAlsome1 @Tonyforever2003 @lavenderroute @G_A_Wilson My opinion is it should be at least half the PE value of Exxon. I think $XOM should be 8x PE so PBR deserves a 4x this would put it in a $15-$20 range and a 15% div yield at $75 oil"
[X Link](https://x.com/anyuser/status/1667692211729993728) 2023-06-11T00:36Z [--] followers, [--] engagements
"@compound248 Going on the 2nd sailing of it in February Ill let you know how it is. I think it looks pretty fun"
[X Link](https://x.com/tottaway22/status/1678618829503725569) 2023-07-11T04:14Z [----] followers, [---] engagements
"Took delivery today of our @Rivian R1S Launch Edition. Been waiting 2.5yrs Its great so far Surprising many that a Petroleum Eng got one Ill explain our reasons later. Planning on sharing the gritty details on cost in CA power usage if its greener learnings & more"
[X Link](https://x.com/tottaway22/status/1687677199472885760) 2023-08-05T04:09Z [----] followers, [----] engagements
"@CatSE___ApeX___ The 10Q states five Block [--] BB initiate a limited non continuous SpaceMobile service in targeted geographical areas including in the United States $ASTS"
[X Link](https://x.com/tottaway22/status/1691208690609909760) 2023-08-14T22:02Z [----] followers, [----] engagements
"Couple questions/thoughts for the @theallinpod to consider on future episodes to hopefully have honest conversations. @friedberg when you talked about the weather this year & sea temps can you research & incorporate if one of the largest underwater volcano (Hunga Tonga) in history at the start of [----] has contributed a lot With unprecedented water into atmosphere & going the highest in recorded history. @Jason last episode you said renewables are cheaper than any other option. Well the grids with the most renewables (CA Germany TX) are some of the most expensive & most unreliable. So the"
[X Link](https://x.com/tottaway22/status/1697775375311577582) 2023-09-02T00:56Z [----] followers, [---] engagements
"@ed_fin Sell some $8 puts. $DHT uses that buyback be patient and all is good"
[X Link](https://x.com/tottaway22/status/1697947444259283056) 2023-09-02T12:19Z [----] followers, [---] engagements
"Not sure how they break it down as we dont see it that way. Besides we for sure dont pay wholesale rate. The CA grid IMO is pretty inefficient. Some days I get paid $2 per kwhr of reduction for 1hr a day. CA massively ramps nat gas & imports from AZ where mid day they sometimes pay AZ/NV to take power. Nat gas is near $10 per mcf as state has destroyed in state production & not allowed new pipelines & slow repairs"
[X Link](https://x.com/tottaway22/status/1697973050707513585) 2023-09-02T14:01Z [----] followers, [--] engagements
"We will get maybe 1-2 ohm hours per week from June-September from @ohmconnect which honestly gets a bit uncomfortable when the house gets 80deg+ near bed time. But the math is $0.0013 per watt so those events with 4000watts = $5.2 for the hour so $1-2 per kwhr reduced. https://refer.ohm.co/tottaway22 https://refer.ohm.co/tottaway22"
[X Link](https://x.com/tottaway22/status/1697980075382301074) 2023-09-02T14:29Z [----] followers, [--] engagements
"So why did a Petroleum Engineer buy a @Rivian R1S Well pretty simple actually we like the product. It had nothing to do about saving money or saving the planet as we dont think it will do either. We just like the vehicle. Below Ill share what else we looked at & costs 1/"
[X Link](https://x.com/tottaway22/status/1698863556371108005) 2023-09-05T01:00Z [----] followers, [----] engagements
"dont start get solar & its free. I am adding $19k of solar = [--] panels. It should do 20kwhr/d in summer. At $5/gal a 20mpg car =76000miles for $19k. Eventually will be free but that 5+yrs away & requires a lot $ up front. Not even incl the $500 charger & $1000 install /5"
[X Link](https://x.com/tottaway22/status/1698863797577068897) 2023-09-05T01:01Z [----] followers, [--] engagements
"Maintenance Reports are @Rivian gets 20k mi for tires $400 per tire=$1600 per 20k mi Other cars=$250= $1k per 40k mi Other cars oil=$100 per 5k mi 40k maint cost R1S = $3200 Other = $1800 Brakes @ 50-60k for other cars vs R1S not yet (regenerative) doesnt outweigh tire cost 6/"
[X Link](https://x.com/tottaway22/status/1698863816715698274) 2023-09-05T01:01Z [----] followers, [---] engagements
"1 month in & we love the @Rivian R1S. We dont think pictures do it justice & looks even better in person. Super fun easy to drive very smooth & quiet ride. Our build quality is great. Regen braking takes a bit to get use to. Remote func are nice in 100deg central CA 7/"
[X Link](https://x.com/tottaway22/status/1698863859749323064) 2023-09-05T01:01Z [----] followers, [---] engagements
"Bonus It has some nice added features that I havent seen in other cars. Built in air compressor for tires or toys in door flashlight for emergencies portable speaker continually improving car with software updates future trunk mounted accessories. Lots of storage space"
[X Link](https://x.com/tottaway22/status/1698867885542945170) 2023-09-05T01:17Z [----] followers, [---] engagements
"Oh and I wont even get to drive it usually as its for my wife. Im kind of jealous because its a very nice ride. Didnt add this above but maybe some investors will want to see the thread. $RIVN"
[X Link](https://x.com/tottaway22/status/1698869413603397753) 2023-09-05T01:23Z [----] followers, [---] engagements
"@RigMan91 @Tejanobrown Well not blue collar but Drilling eng for 6yrs and production eng for 3yrs. California. Had brief internship in East texas in Carthage"
[X Link](https://x.com/tottaway22/status/1699513628372906323) 2023-09-06T20:03Z [----] followers, [---] engagements
"@spacanpanman @CatSE___ApeX___ @NomadBets There is an exception if they got a strategic investment that had an equity component with approval of Barclays & a lockup on those shares through the end of 90days then they could issue shares to that strategic But yeah the ATM is a no at this time until end of month"
[X Link](https://x.com/tottaway22/status/1700565264763658589) 2023-09-09T17:42Z [----] followers, [---] engagements
"Went on Little Mermaid [--] times before 10am at @Disneyland today. But hey at least the California Adventure side has beer Also - Disney seems very full dont buy the parks are empty story at least not today. $DIS"
[X Link](https://x.com/tottaway22/status/1702782953720619243) 2023-09-15T20:34Z [----] followers, [---] engagements
"@heik_energy You think using 23mpg is correct For my R1S I have used 20mpg comparable car as a benchmark. Like the Kia telluride although I think reality is closer to 17.5mpg Like a Chevy Tahoe. But yeah my first month was equivalent to $5.1 per gallon"
[X Link](https://x.com/tottaway22/status/1702797073454891505) 2023-09-15T21:30Z [----] followers, [--] engagements
"@LimitedHangOut1 Honestly very confused by the price action. Barely any buyout premium in $BAK with the $7.5-$8.5 range pre news in April. Yet multiple news sources in this last week say PBR on board with ADNOC Lula already informed deal maybe by YE & minorities included"
[X Link](https://x.com/tottaway22/status/1705015557303816395) 2023-09-22T00:26Z [----] followers, [---] engagements
"Best risk/reward in market right now is $BAK - Braskem #BRKM5 I have no idea how to explain price action over the last week when several stories have broke that. ADNOC wants it Apollo is out (tried to get as cheap as possible & more complex) PBR prefers ADNOC as partner"
[X Link](https://x.com/tottaway22/status/1705057357548654695) 2023-09-22T03:12Z [----] followers, [--] engagements
"@JoeBlowPremium Read the first tweet above for more details But yes bull case is a $15 buyout offer within 1-2 months. Another bull case is if no buyout you are buying a very valuable petrochemical asset which is probably at low point or near of the cycle"
[X Link](https://x.com/tottaway22/status/1705063695217471879) 2023-09-22T03:37Z [----] followers, [--] engagements
"I find it crazy that AT&T dropped $85b on TimeWarner & $48.5b on DirectTV and $16b a year in capex cant find $200-500m to help reduce their capex costs & enhance service & differentiate over everyone else. Honestly thats what is so shocking to me. That being said them waiting for whatever reason has enabled them to get a much better price than they would have previously. So guess the action is right as of now. Either thats the strategy or based on the data see they dont actually see it is a viable technology which seems unlikely with what they have said. All it would take is $200m to really"
[X Link](https://x.com/tottaway22/status/1706687656493777036) 2023-09-26T15:10Z [----] followers, [----] engagements
"Yeah so my opinion is that since they can avoid going concern language until end of Q4 that enables them to have another [--] months to finalize negotiations. Thats why I think that last equity bridge was so important or they may have been forced into doing one. Now they can wait to try and finalize that package instead. At least thats my opinion we will see"
[X Link](https://x.com/tottaway22/status/1706800231759974625) 2023-09-26T22:37Z [----] followers, [---] engagements
"His view (from my understanding) is the same. There are [--] (at least) companies that want to buy $BAK at double the current price. Historically this is near the cheapest its ever been. Debt isnt a problem. You want to buy cyclicals when they are hated. So even no buyout it could be a good time to buy"
[X Link](https://x.com/tottaway22/status/1707086260354031746) 2023-09-27T17:34Z [----] followers, [---] engagements
"Not sure what you are getting at here The US would be producing more oil if there were more pipelines with there not being enough capacity ie no capacity to produce anymore. Additionally getting oil from Canada on the Keystone XL would be beneficial to our system. By not having both of these North American oil production is lower than it would be if those were approved. That means more oil supply in the world and therefore lower prices as its a supply/demand market. Additionally the keystone XL specifically would bring a specific type (API Gravity) of oil that the gulf coast refineries need"
[X Link](https://x.com/tottaway22/status/1707450273202073916) 2023-09-28T17:40Z [----] followers, [---] engagements
"Green infrastructure is making us less energy independent a less stable grid and more expensive. The US could be entirely energy independent on Natural Gas. Instead we import more than 80% of solar panels are imported. Until they are made & material mined in the US that is not energy independent as they have finite lives. That is not energy independent as those need to be replaced every 20yrs"
[X Link](https://x.com/tottaway22/status/1707451055062319228) 2023-09-28T17:43Z [----] followers, [---] engagements
"@vipetrades2 @kccj12 @housleyd @gas_biz Yeah the arbitrage pretty much gets ruined by the blend requirements as well as I think youd have to pay LCFS to the state & other fees more than just the $0.26 higher tax. I also see state tax at $0.58 vs $0.2 in Texas"
[X Link](https://x.com/tottaway22/status/1707978455114203315) 2023-09-30T04:39Z [----] followers, [--] engagements
"I am obviously not understanding the market opinion must be minority holders get screwed but I dont see it $BAK #BRKM5 Just last night Prates - expect to close by Jan/Feb [----] [--] partners want vertical integration Thanks @LimitedHangOut1 for source"
[X Link](https://x.com/tottaway22/status/1709276821731373392) 2023-10-03T18:38Z [----] followers, [----] engagements
"@RistoHamilton @LimitedHangOut1 I guess you could interpret it as not close by then but a decision by then But yes if they intend to close by then you would think a signed agreement would be needed by end of November. Last reports did say Lula has been informed ADNOC is good with price & PBR is on board"
[X Link](https://x.com/tottaway22/status/1709290013215912368) 2023-10-03T19:31Z [----] followers, [---] engagements
"@LimitedHangOut1 If Prates said closing in January/February then a signed deal should be any day. Probably 3months from announcement to close. Sounds like most details are already worked out & agreed to"
[X Link](https://x.com/tottaway22/status/1709931091916943515) 2023-10-05T13:58Z [----] followers, [---] engagements
"I may be biased but the @AltitudeSR @AltitudeTV broadcast team with @ConorMcGahey & @RadioMoser are top notch & best in the league. Excited to listen to you guys for the season #GoAvsGo Great to meet you tonight Ill be at JW post game & would love to buy you a beer to show my appreciation if you can. And any other Avs fan can join as well"
[X Link](https://x.com/tottaway22/status/1712294066816417993) 2023-10-12T02:28Z [----] followers, [---] engagements
"@beefwellingtoni I could see a combination of things with an equity stake from AMT & Cisneros to prepaid revenue from voda & ATT. But yes I think we see some form of equity dilution with warrants or common shares. Since they are strategic yes it dilutes but they wont be free trading shares"
[X Link](https://x.com/tottaway22/status/1719017780455117193) 2023-10-30T15:45Z [----] followers, [---] engagements
"@TrumanCooper @LimitedHangOut1 Market reacting to the poor production report released Friday after close along with the analyst comments. Petrochem market sucks at this time so really only positive news is buyout or we wait for market to turn hopefully in 2024"
[X Link](https://x.com/tottaway22/status/1719078022417187083) 2023-10-30T19:45Z [----] followers, [--] engagements
"@JK73228071 Oh I understand. Been here for a long time and have positioned accordingly. I think there will be dilution with equity stakes taken by the partners maybe preferred shares with warrants. But this form of dilution with partners much better than a public offering"
[X Link](https://x.com/tottaway22/status/1719089341191028889) 2023-10-30T20:30Z [----] followers, [---] engagements
"@jeanpaulprates Sounds like a great opportunity to incorporate Braskem further into your business and make PBR a truly integrated international energy company that puts it on par with Exxon & Chevron. Further increasing shareholder value"
[X Link](https://x.com/tottaway22/status/1721959860433240477) 2023-11-07T18:36Z [----] followers, [----] engagements
"$BAK #BRKM5 Finally-ADNOC came through with a R$37.29 offer to buyout Novonor & partner with $PBR in Braskem ($7.6 x [--] = $15.2 per ADR). Been waiting for awhile now. Curious to see details for the minority tag along. Been pounding the table for months Thanks @MarhelmData & @calvinfroedge for pointing the opportunity out. https://www.infomoney.com.br/business/adnoc-entrega-proposta-nao-vinculante-pelo-controle-da-braskem-no-valor-de-r-105-bi/ https://www.infomoney.com.br/business/adnoc-entrega-proposta-nao-vinculante-pelo-controle-da-braskem-no-valor-de-r-105-bi/"
[X Link](https://x.com/tottaway22/status/1722461315728576551) 2023-11-09T03:49Z [----] followers, [----] engagements
"Past posts on $BAK & the buyout / rights of minorities"
[X Link](https://x.com/tottaway22/status/1722461545224101898) 2023-11-09T03:50Z [----] followers, [---] engagements
"@SullyCNBC @CARandDRIVER And you dont even get better HP or faster 0-60 than the gas version. Those are big selling/fun points of an ev. My Rivian R1s 0-60 in 3seconds is tons of fun to drive"
[X Link](https://x.com/tottaway22/status/1729374866581913611) 2023-11-28T05:41Z [----] followers, [----] engagements
"Been wanting to & have went short Royal Caribbean $RCL in the past. Think no way they can keep getting people to pay for cruises & concerns on debt levels. But I (and my family) have just booked our 2nd overpriced family suite on their brand new ship Star of the Seas & looking for a 3rd. So probably shouldnt short them as there are a lot of people like me I guess. I always wonder who can afford these things & want to pay for it but I guess I just need to look at myself"
[X Link](https://x.com/tottaway22/status/1733344807081373815) 2023-12-09T04:36Z [----] followers, [----] engagements
"@Glm18893 Also applies to Apple for which I just bought a new MacBook Pro have an iPhone Apple Watch beats Apple TV etc"
[X Link](https://x.com/tottaway22/status/1733471526211784953) 2023-12-09T12:59Z [----] followers, [--] engagements
"@TheodorusAtheos @CatSE___ApeX___ No @CatSE___ApeX___ is correct. The look angle is the other way from your image. You can tell by [--] the fence is right behind the dish then a road. You can see a freeway sign in the distance & a train. Also the pad is split vs the other (new location) is not split"
[X Link](https://x.com/tottaway22/status/1734737140834291892) 2023-12-13T00:48Z [----] followers, [--] engagements
"@grandma_party Maybe it was handshake deal while paperwork was still being sorted out. We will see soon enough. Sometimes gotta do what you gotta do even if not ideal"
[X Link](https://x.com/tottaway22/status/1734814366124626256) 2023-12-13T05:55Z [----] followers, [--] engagements
"@grandma_party I disagree. Ive seen/done many handshake deals before finalizing details. There is some level of trust on partnerships"
[X Link](https://x.com/tottaway22/status/1734931573869527236) 2023-12-13T13:41Z [----] followers, [--] engagements
"Adnoc will arrive in Brazil in January to continue its investigations into Braskem in another stage of the acquisition process that is being negotiated with Novonor and Petrobras Looks like DD is continuing. Maybe offer is accepted $BAK #BRKM5"
[X Link](https://x.com/tottaway22/status/1736832878766698957) 2023-12-18T19:36Z [----] followers, 13.8K engagements
"Looking at 100% return within 3-4 months on a $BAK buyout from ADNOC. Some complications but it will happen. Target is $15.2 & if offer gets increased (as Novonor wants) then could get as high as $18 from today $7.45. Worst case you get a strong earnings potential company at a cyclical low & hated"
[X Link](https://x.com/tottaway22/status/1736939164632068258) 2023-12-19T02:39Z [----] followers, [----] engagements
"Adnoc going to Brazil in Jan & Lula on board for the buyout of $BAK My opinion = PBR will join deal ownership 51% voting to appease gov & ADNOC will increase offer to R$40-45 to get deal done with the extra cash from not buying as much & solve Novonor debt issues. Nov will keep economic stake & PBR & ADNOC can ramp investment since right now Braskem cannot with public shareholders & Nov. #BRKM5"
[X Link](https://x.com/tottaway22/status/1737212420995838218) 2023-12-19T20:44Z [----] followers, [----] engagements
"@thekookreport I had a very similar thought when I saw it. Their initial investment was in series A back in [----]. Why was $ASTS on the top of his mind when posting this as the [--] investment to highlight when the investment was [--] years ago"
[X Link](https://x.com/tottaway22/status/1737724373686165806) 2023-12-21T06:39Z [----] followers, [----] engagements
"@LimitedHangOut1 You think they are buying in the open market That Reuters article was the sign If they are buying do they have to file It would make a ton of sense for them to start buying here thats for sure. They/gov Im guessing want PBR at over 50% ownership & voting in the upcoming JV"
[X Link](https://x.com/tottaway22/status/1738052988542075381) 2023-12-22T04:24Z [----] followers, [---] engagements
"@danban__ Gonna venture back to $GLNG or is that to tame for you now Hopefully this year finally get rewarded with recontract for hili gimi adding cash & if share price doesnt appreciate maybe buyout"
[X Link](https://x.com/tottaway22/status/1740945540098244631) 2023-12-30T03:58Z [----] followers, [---] engagements
"@christankerfund GLNG to get bought out & finally secure a new FID. And I still think some tanker merger or buyout but not sure who & how. But maybe DHT STNG INSW. Someone takes advantage of trading near nav vs the others not"
[X Link](https://x.com/anyuser/status/1741185000215912466) 2023-12-30T19:50Z [--] followers, [----] engagements
"@FREESPEECH1017 If this came about in [----] & you are saying this why they didnt do an offering how were they able to do the last [--] then"
[X Link](https://x.com/tottaway22/status/1741219065820279183) 2023-12-30T22:05Z [----] followers, [---] engagements
"Kept mostly the same as last year but removed $NMM $RIG $BTU and added $INSW $BAK $GLNG & moved $ORGN to bottom. Still have $RIG & other Offshore in portfolio & like them tho. $BAK buyout at $15+ by mid year $ASTS funding BB1-5 maybe BB6-10 $GLNG Gimi online Hilli recontract FID potential sale at $30+ $EC 20%+ div $PBR A 10%+ div $INSW mixed fleet 15% div $STNG $20+ pr shr FCF debt below scrap increased divs/BBs $PARXF BB 10% each yr $SU div BB $ORGN O1 yield rev licensing"
[X Link](https://x.com/tottaway22/status/1741948736677556454) 2024-01-01T22:25Z [----] followers, [----] engagements
"@Tonyforever2003 I should have just left $PBR as 30% of my portfolio as it was at start of year and just not logged in. Thought Id be cute and get back in after securing 100% quickly in $BAK . Was wrong on timing but will get it soon I think. $PBRA still the cheapest major the planet & growing"
[X Link](https://x.com/tottaway22/status/1741990373172662568) 2024-01-02T01:10Z [----] followers, [---] engagements
"@StunningFeline My personal opinion is they have launch date & nearly completed BBs and simply waiting for the big contract announcement & going to share it all at once. We will see I think within the next 2-3 weeks"
[X Link](https://x.com/tottaway22/status/1741990797505933351) 2024-01-02T01:12Z [----] followers, [---] engagements
"Well first I have a lot of $FRO & $DHT and like them a lot especially in H2 into [--] but think maybe less upside since they are at NAV. $STNG & $INSW are trading below nav maybe 70-80%. Also possible someone goes after INSW as a buyout candidate. Risk with INSW tho is the age of their ships thats a concern but a merger would help that. I also will be adding $ECO once Fidelity sorts out the issue with it not being allowed in retirement accounts. Lastly I havent went into $TORM recently with above NAV and a larger shareholder selling"
[X Link](https://x.com/tottaway22/status/1742006772104352193) 2024-01-02T02:15Z [----] followers, [---] engagements
"I messed up during my copy/paste & update. Left the start of [----] values for [--] of them. Correct values for start of [----] are below. $PARXF $18.84 $STNG $60.80 $SU $32.04"
[X Link](https://x.com/tottaway22/status/1742024589419643050) 2024-01-02T03:26Z [----] followers, [----] engagements
"Wonder if this is a step for $CVX to begin the process of selling out of the California No longer a core area of the company no growth possible increasing costs less profits more political risk. Better to sell & move on and allocate capital better places. $CVX Chevron said on Tuesday it would record an impairment to a portion of its U.S. upstream assets primarily in California as continuing regulatory challenges in the state have resulted in lower anticipated future investment levels in its business plans. The company said it $CVX Chevron said on Tuesday it would record an impairment to a"
[X Link](https://x.com/tottaway22/status/1742176431864676730) 2024-01-02T13:30Z [----] followers, [----] engagements
"Yeah there just arent many people willing to come into the state. I dont think CRC has the right assets to mesh with CVX BRY too small and thats all thats really in the state. So you either need the Ikav/Cpp who only need a 15-20% return to satisfy the pensions or similar. The issue with them running them down is its just a drag. Another area for the company to focus on for what $300-$400m a year and dwindling along with headline risks. I think that was why Shell/exxon exited. Just not enough left. Without being able to drill the only way to keep profits up or at least opex flat is consolidate"
[X Link](https://x.com/tottaway22/status/1742220374958555243) 2024-01-02T16:24Z [----] followers, [--] engagements
"3-the change from earnings in Nov of moving forward on definitive documentation & completion of diligence to now subject to completion of final documentation and approvals IMO- all terms are agreed to & lawyers finalizing docs & then to board/investment committee sign off"
[X Link](https://x.com/tottaway22/status/1742393263309631976) 2024-01-03T03:51Z [----] followers, [---] engagements
"4-interesting addition of ground infrastructure orders from two customers I take this as there are at least [--] funding deals signed & done if not more. Not positive but I think ATT/Vodafone/Rakuten already have the ground infa done so this implies [--] more than those 3"
[X Link](https://x.com/tottaway22/status/1742393269001334959) 2024-01-03T03:51Z [----] followers, [---] engagements
"@Paul_Heckman_ No $ORGN dont have their act together. They took to long to ramp O1 essentially cancelled O2. But Im still confident in the tech & its value. Hoping they show good yield/margin from O1 and sign licensing this year. If no licensing this year it may be done"
[X Link](https://x.com/tottaway22/status/1742398223107641357) 2024-01-03T04:11Z [----] followers, [---] engagements
"Hey #Avs Twitter @DNVR_Avalanche @DNVR_Rudo should the @Avalanche extend Drouin & Georgiev right now Maybe get a good deal on both as Drouin looks to be just getting better & maybe cheaper now than season end. Georgie kind of on a regression Do we want to enter the goalie carousel next year again Georgie been not great but better than a lot this year still. @jessemontano_ @evanrawal @BlaisHunter @ProducerDrew_"
[X Link](https://x.com/tottaway22/status/1742409548848332970) 2024-01-03T04:56Z [----] followers, [---] engagements
"Wont take much oil demand growth to support only [--] more VLCC in the fleet. The outlook over the next [--] years is unbelievably low for deliveries. $DHT $FRO $INSW $ECO We enter [----] with a historically low orderbook and our fleet #data shows only a single #VLCC newbuilding due to be delivered through the whole of this year This compares to an average of [--] deliveries per year since [----]. https://t.co/fwpaI1qxqO We enter [----] with a historically low orderbook and our fleet #data shows only a single #VLCC newbuilding due to be delivered through the whole of this year This compares to an average"
[X Link](https://x.com/tottaway22/status/1742896613763457355) 2024-01-04T13:11Z [----] followers, [---] engagements
"@MikeUmbro Looks like you got quite a few to take a look at. The closest look to be the Alaskan Explorer Hafina Exceed (from South Korea) Tarbet Spirit (from Colombia) Seaways Yosemite (from Vancouver) Cabo De Hornos (from Vancouver)"
[X Link](https://x.com/tottaway22/status/1743304416613335198) 2024-01-05T16:12Z [----] followers, [---] engagements
"SpaceX files STA with FCC 1/5/24 for upcoming $ASTS BlueBird 1-5 Launch. This STA is for the ground pre-launch testing of TT&C Operation start of 3/1/24 to 9/1/24 - standard [--] month SpaceX window I believe this is a sign we are on track for March [--] Launch of the [--] BB Block 1"
[X Link](https://x.com/anyuser/status/1743493730576011723) 2024-01-06T04:44Z [----] followers, 21.8K engagements
"BW3 as example was launched 9/10/22 w/ Starlink 4-2 sats ASTS=STA on 7/19/22 for 8/1 start of testing SpaceX=4-2 STA on 7/19/22 start of testing 8/24 - 2/24/23 SpaceX start of testing 8/24 - 9/10 launch= 17d or 3/19/24 expect date Using SpaceX filing 7/19 to 9/10 launch= 53d"
[X Link](https://x.com/tottaway22/status/1743493741879636075) 2024-01-06T04:44Z [----] followers, [----] engagements
"Hopefully I got everything correct & waiting for @CatSE___ApeX___ to verify & thank you to @_Joe_Peters for the help with the FCC filings. @beefwellingtoni @StunningFeline @CameronVoegele as well"
[X Link](https://x.com/tottaway22/status/1743493761605521869) 2024-01-06T04:44Z [----] followers, [---] engagements
"@AST_SpaceMobile We are very excited to see the launch of BlueBird 1-5 & the benefits you are bringing to the world with your partners @ATT @VodafoneGroup @Rakuten @AmericanTowerUS @cisnerosadriana @Scottwisniews @AbelAvellan"
[X Link](https://x.com/anyuser/status/1743493762859606392) 2024-01-06T04:44Z [--] followers, [----] engagements
"I like the sound of that My opinion is its greater than $500m & add Telefonica to your list but remove Rakuten. I think the lead is going to be American Tower. My guess is its priced above the current share p For ground stations - I actually think the [--] are Telefonica & Saudi. As I think ATT will lease from AMT & Vodafone has a separate agreement for ground stations"
[X Link](https://x.com/tottaway22/status/1743708239227994407) 2024-01-06T18:56Z [----] followers, [----] engagements
"@justfactstruth Hey Frank so if Gimi is less ebitda than currently hilis do we think Hilli may also end up being low in recontract or you have a reason to think hires than gimi"
[X Link](https://x.com/tottaway22/status/1745186654321799297) 2024-01-10T20:51Z [----] followers, [---] engagements
"@TwinTurboCe1ica My Rivian R1S costs about $4.5 per gallon equivalent. So pretty similar in California"
[X Link](https://x.com/tottaway22/status/1747434146627277060) 2024-01-17T01:42Z [----] followers, [---] engagements
"@StunningFeline @Rakuten Look at the other Rakuten videos its not that out of character to not be super polished. Also I interpret this as Abel is in Japan with Micky. That seems important if thats the case"
[X Link](https://x.com/anyuser/status/1747662643706683402) 2024-01-17T16:50Z [--] followers, [---] engagements
"@LimitedHangOut1 @KevinLMak Absolutely. You were right. Now I hope you are right on $BAK because if you & I Im wrong on this one its gonna be painful"
[X Link](https://x.com/tottaway22/status/1748195438635909469) 2024-01-19T04:07Z [----] followers, [---] engagements
"$BAK #BRKM5 Braskem sale update Things are moving along with some new info today - Prates says PBR DD is done & Adnoc is almost done - Prates wants a partner & wants it done in H1. Slightly delayed due to CPI & cleaner if wait a bit - article claims that Aramco & Kuwait now interested & may present offers soon Takeaway = possibly a binding offer within 1-2 months as itll take 2-3 to close. Possible we will see a better offer if others come to the table. Novonor wants R$42 = $17.08 per adr while existing offer is at R$37 Thanks @filiusVi for the original translation & spotting"
[X Link](https://x.com/tottaway22/status/1753270525038866901) 2024-02-02T04:14Z [----] followers, 29.7K engagements
"@TommygunCat @RistoHamilton @kp3690kp Possibly. Could be quicker. Thats just the limit on it. Also possible you get a binding offer with contingencies/conditions to close. I could see a binding offer come out before but the close not until after cpi is done"
[X Link](https://x.com/tottaway22/status/1753539027628937237) 2024-02-02T22:00Z [----] followers, [--] engagements
"@BichonRedux In the markets defense. Its been right for the last year in still no deal has happened. Been buyout rumors since [----]. That being said all signs point more than ever before to a deal soon with all parties roughly aligned. Just need clarity on CPI & a little bit better offer"
[X Link](https://x.com/tottaway22/status/1753540381827039623) 2024-02-02T22:06Z [----] followers, [---] engagements
"Environmental liabilities are nothing new to these companies & all deals have some. PBR has already stated they are good with how it was handled At this point its pretty clear what the potential liabilities are & the vast majority are paid out & agreed to. More than 93% of relocations are paid out in [----] when this first came about I understand how Lyondell took a pause makes sense but right now with all these agreements & work already done doesnt worry me"
[X Link](https://x.com/tottaway22/status/1753787669136708037) 2024-02-03T14:28Z [----] followers, [--] engagements
"@StreetBomber @TeddyGambino Reviewed today and $CRC shareholders seems to have got a very good deal here. FCF of Aera last year was $100m more than CRC. Aera has more oil prod. CRC valuation is $3.5b and Aera at $2.1b. Very accretive"
[X Link](https://x.com/tottaway22/status/1755429700472918041) 2024-02-08T03:13Z [----] followers, [---] engagements
"Only way it happens if its what Crosby wants and Pens respect that and make it work. Wed have to dump Johansen. And Pens would need to retain half of Crosby. Idk what that would cost us in draft capital/prospects. But Pens most likely out of playoffs so if Crosby wants to win another he will need to ask to go somewhere"
[X Link](https://x.com/tottaway22/status/1755460111559209207) 2024-02-08T05:14Z [----] followers, [---] engagements
"So Novonor & Petrobras are considered the controllers of the company. The joint sale bylaws specifically is about disposing of control. Technically if Novonor stays part of the controlling block that may not trigger tag along as all thats changing is a new controller is joining. That being said I do not think ADNOC or PBR want them as controller & based on the news the previous offer was for an economic stake and not part of control. IMO - PBR & ADNOC want to take the whole thing private so they can grow the business & invest & they cant do that in the current structure regardless of tag"
[X Link](https://x.com/tottaway22/status/1756422158790861268) 2024-02-10T20:57Z [----] followers, [---] engagements
"More information today on Braskem buyout to go along with Prates in UAE. Audit by Adnoc and Petrobras at Braskem should end within [--] weeks CPI starting & if it ends quick should bring information to market soon. $BAK #BRKM5"
[X Link](https://x.com/tottaway22/status/1758286973893271968) 2024-02-16T00:27Z [----] followers, [----] engagements
"@vipetrades2 There is some talk among the oilfield about hiring remote petroleum engineers from Latin America or India at $30-$50k a year. Not sure they would entirely take over but there is some good value to be had potentially doing easy tasks"
[X Link](https://x.com/tottaway22/status/1759336457679081555) 2024-02-18T21:57Z [----] followers, [---] engagements
"@AndrewRangeley $BAK #BRKM5 Braskem should get a binding offer buyout as soon as this week from ADNOC (maybe PIC/SABIC interested increase price) between $14-$18 per ADR. Should trigger tag along rights for adr holders. Currently at $9 downside if no deal or tag along is $5-6 until cycle turns"
[X Link](https://x.com/tottaway22/status/1764487981262659923) 2024-03-04T03:08Z [----] followers, [----] engagements
"Add in the analysis was done on off-Peak charging rates which are half ($0.26) the cost of rates from 3pm-12am ($0.55). Switching to an EV rate also raises your home costs of electricity. Also those rates are for your home not when out on the go any charger not at home is same as gas now. By my calculations my R1S is maybe saving $10 per fill up"
[X Link](https://x.com/tottaway22/status/1767421891311218747) 2024-03-12T05:26Z [----] followers, [---] engagements
"@SullyCNBC Here is my breakdown when we got our @Rivian R1S. Also other tweets in the thread about expected maintenance costs. Long story short - am not saving any money but love the product for other reasons Cost of filling get 20mpg R1S est 2mi/kwhr but 1st month only 1.75m/k CA elec rates & chargers=$0.45/kwhr 20/2=10kwhr*.45 $4.5-$5.14 /gal equiv 20mpg Switching to TOU will it to $0.28 for charging from 12am-3pm but offset by 3-9pm to $0.59 @ $0.28 = $2.8 to $3.2 4/ https://t.co/NZcZkPjQW3 Cost of filling get 20mpg R1S est 2mi/kwhr but 1st month only 1.75m/k CA elec rates &"
[X Link](https://x.com/tottaway22/status/1767422500898754586) 2024-03-12T05:28Z [----] followers, [---] engagements
"@filiusVi Well done on the prediction Another comment - since that week almost all the CPI has been focused on issues within the government & how they can improve or negligence within the regulators"
[X Link](https://x.com/tottaway22/status/1770292977723933119) 2024-03-20T03:35Z [----] followers, [----] engagements
"@HeglerHenri @filiusVi check this out - maybe some of the shorts could have been some sort of hedging or offset to options"
[X Link](https://x.com/tottaway22/status/1770580984104353806) 2024-03-20T22:39Z [----] followers, [----] engagements
"@gurgavin Petrobras $PBR - cheapest oil major on the planet. Buying back shares 15%+ dividend and production growth. With industry leading low cost lifting"
[X Link](https://x.com/tottaway22/status/1776726686132027802) 2024-04-06T21:40Z [----] followers, 26.2K engagements
"@IdenixH @CatSE___ApeX___ @FREESPEECH1017 As I said before I dont think it makes sense for fcc to process the SCS application until the new SCS rules are in effect mid month"
[X Link](https://x.com/tottaway22/status/1777051353287970880) 2024-04-07T19:10Z [----] followers, [---] engagements
"The for PBR shares vs cash is just a theory. That would reduce cash outlay needed for the minorities of $2-$3b and PBR could use that to invest instead. But yes if PBR chooses to buy out Novonor no way they dont take minorities out at same time. Just terms/price may be different. Guess we will see"
[X Link](https://x.com/tottaway22/status/1788398517612097566) 2024-05-09T02:40Z [----] followers, [---] engagements
"@filiusVi Im guessing that Q2 will also see continued improvements with higher utilizations and spreads continuing their gradual increase. Continued QoQ improvements across the business is great to see"
[X Link](https://x.com/tottaway22/status/1788419955144450441) 2024-05-09T04:05Z [----] followers, [---] engagements
"@filiusVi Well I forgot about the plant shutdown this week for weather in Rio Grande do Sul which is 30% of Brazil Ethylene so maybe US improvement in utilization will be offset by that for Q2"
[X Link](https://x.com/tottaway22/status/1788424991928971682) 2024-05-09T04:25Z [----] followers, [---] engagements
"When your 3yr old daughter is in her WHY phase do your morning drive starts with its gonna be hot today and ends with you trying to remember physics from college going into magnetics and electrons"
[X Link](https://x.com/tottaway22/status/1791082540490715368) 2024-05-16T12:25Z [----] followers, [---] engagements
"@mailboxmoney6 Liberty Mutual for home and Geico for Car. Same insurer since the start. For home I added $15k jewelry in [----] policy started [----] with no claims. For car just added the Rivian late last year as noted. Going to try and dig through bills and get car insurance further back"
[X Link](https://x.com/tottaway22/status/1798383922495320307) 2024-06-05T15:58Z [----] followers, [--] engagements
"$BAK #BRKM5 Another potential buyer in the running for Braskem PetroChina. Been a disappointing saga so far. Still think it gets sold $15 by ye CPI done liabilities known still near bottom of cycle PBR wants to invest & Nov wants out. PIC - Kuwait also deep in DD https://veja.abril.com.br/coluna/radar-economico/a-empresa-que-desponta-como-possivel-compradora-da-braskem https://veja.abril.com.br/coluna/radar-economico/a-empresa-que-desponta-como-possivel-compradora-da-braskem"
[X Link](https://x.com/tottaway22/status/1799849525810778512) 2024-06-09T17:02Z [----] followers, [----] engagements
"Its just the beginning if it works. Not even close to realizing full potential. Does seem crazy to buy a stock up that much in a month. But potential is many more. My forecast is $100b MC company by [----] with $10b+ revenue. Thats $400 per share. If it works the revenue growth will be very quick"
[X Link](https://x.com/tottaway22/status/1801356575652855854) 2024-06-13T20:50Z [----] followers, [---] engagements
"Its official $CRC California Resources has closed its merger with Aera Energy making it the largest California Oil & Gas producer with substantial carbon sequestration assets. CRC guide on 5/7/24 75-79 MBOEPD @ 61% oil Merged guide 140-146 MBOEPD @ 78% oil Transaction cost of $1.134B in shares (21.3m) & $1.1B of assumed debt & liabilities. Total cost = $2.23B whereas CRC MC of $3.65B https://www.crc.com/news/news-details/2024/California-Resources-Corporation-Completes-Combination-with-Aera-Energy/default.aspx"
[X Link](https://x.com/tottaway22/status/1807773093743763544) 2024-07-01T13:47Z [----] followers, [---] engagements
"$ASTS @AST_SpaceMobile is within striking distance of having enough cash in the bank (as close as $50m but already there with available liquidity) to fully fund the BlueBird Block II [--] Sat Constellation. A huge accomplishment I look forward to guidance at earnings on Aug 14th. https://www.reddit.com/r/ASTSpaceMobile/s/hBEZAGDacm https://www.reddit.com/r/ASTSpaceMobile/s/hBEZAGDacm"
[X Link](https://x.com/anyuser/status/1809616572430139578) 2024-07-06T15:53Z [----] followers, 14.2K engagements
"@Steelcityband7 @ASTS_Investors Yes they got $55m from Verizon. Not sure why I need to repeat this for a 3rd time. Read the filing its very clear. No need to insult"
[X Link](https://x.com/tottaway22/status/1809800855492915412) 2024-07-07T04:05Z [----] followers, [--] engagements
"@Steelcityband7 @Willow1628 @FimTarrar @FREESPEECH1017 Not sure why you keep saying $0 Verizon gave $55m upfront and ATT/Google did $85m and Vodafone $25m"
[X Link](https://x.com/tottaway22/status/1810500702059602218) 2024-07-09T02:26Z [----] followers, [---] engagements
"I personally dont know anyone at work that has used it & my company has massive amounts of data besides [--] person to clean up his code. One issue is its not in house we arent allowed to put our data into it. Therefore its just glorified search. Maybe it would be useful if we could"
[X Link](https://x.com/tottaway22/status/1810998481324294294) 2024-07-10T11:24Z [----] followers, [----] engagements
"@oilmutt Interesting I wonder what lease it is. Thought maybe it was the CalNRG (who bought it from CRC in 2021) but at the time that was [----] boepd so doubt it got cut in half since then"
[X Link](https://x.com/tottaway22/status/1814357468631519698) 2024-07-19T17:51Z [----] followers, [--] engagements
"$ASTS - these are the best zombie satellites I have ever seen. Congrats to the AST team Go for 🚀"
[X Link](https://x.com/tottaway22/status/1816481504169504938) 2024-07-25T14:31Z [----] followers, [----] engagements
"Would love to educate you on the opportunity of $ASTS here. 1st they are not a dime a dozen approvals. 2nd this is likely a $1b/yr company by [----] & $10b by [----]. 3- They have $300m in the bank. 4- Full constellation should cost $2b. [--] - each sat is $20m but should generate $25m/yr. 6-they have 3b subs under MOUs. 7-say 30% uptake so 1b at $1/month (would you pay $1*2*12=$24) = $24b/yr to have guaranteed internet service anywhere on earth regardless of natural disaster or convenience $24/yr seems very cheap for that insurance"
[X Link](https://x.com/tottaway22/status/1819591416533954570) 2024-08-03T04:29Z [----] followers, [---] engagements
"$ASTS predictions for earnings AH Wed 8/14 Launch window Sept 8-14 Cash on hand 6/31 = $300m Cash on hand 8/14 = $375m Upsized Debt Facility by $120m ASIC on track & 1st ones delivered All [--] BBs up by end of [----] Fully funded for the [--] with cash & liquidity Vodafone DA 🤞"
[X Link](https://x.com/tottaway22/status/1822290608574075313) 2024-08-10T15:15Z [----] followers, 16.1K engagements
"@Woody3000V2 @forsuremaya @spacanpanman @CatSE___ApeX___ BB2 design is just bigger. So if they got the basics resolved its just scaling/ramping. There isnt a new technology with it like the micron change from BW3 to BB1-5"
[X Link](https://x.com/tottaway22/status/1822382626222768393) 2024-08-10T21:20Z [----] followers, [---] engagements
"@AST_Diaries First call they have had momentum and funding on their side. Hopefully the execute. Havent really had this opportunity before with momentum visibility and cash on the balance sheet before"
[X Link](https://x.com/tottaway22/status/1823143511258222990) 2024-08-12T23:44Z [----] followers, [---] engagements
"@spacanpanman @CatSE___ApeX___ We need Vodafone to finalize the definitive agreement so we know the conditions of the prepayment. Securing that tomorrow would be nice"
[X Link](https://x.com/tottaway22/status/1823321134303154680) 2024-08-13T11:30Z [----] followers, [---] engagements
"@Hilbe Hey may be a bit late of an idea. But do you have a contact with Rivian if a brand wanted to do a partnership/gifting to customers with Rivian for their Camp Kitchen Its a major or even most well known national food brand with a lot of alignment between customer bases"
[X Link](https://x.com/tottaway22/status/1823792072685707745) 2024-08-14T18:41Z [----] followers, [--] engagements
"@Rivian I have an idea for a major food brand partnership to go with the camp kitchen for customers. Dont want to share too much best way or who to send a reach out idea"
[X Link](https://x.com/tottaway22/status/1823793205382668738) 2024-08-14T18:45Z [----] followers, [---] engagements
"Let me be very clear. If youre trying to take the train to LA why get off in Cleveland $ASTS is going much higher from here by [----] and the value potential is massive. This is a once in a lifetime stock opportunity. I am not leaving. This is just the start. $ASTS #IYKYK Keep on riding to the destination https://t.co/m6bnSPusi2 $ASTS #IYKYK Keep on riding to the destination https://t.co/m6bnSPusi2"
[X Link](https://x.com/anyuser/status/1824279439070597602) 2024-08-16T02:58Z [----] followers, 16.9K engagements
"They would need to file a new prospectus which would likely spook the market also people would think they lied even though they didnt. And then lastly they need to clean the cap stack up and get the liabilities off the balance sheet. Also people can exercise their warrants right now only reason they havent is there is still time value to [----]. But so regardless they will add to the float either now or in [----]. Unless we are below $11.5 by then. So its somewhat irrelevant if they call them as it will dilute either now or in 2yrs"
[X Link](https://x.com/tottaway22/status/1826029473634070969) 2024-08-20T22:52Z [----] followers, [---] engagements
"@thekookreport @spacanpanman You forgot ATT delivers $20m after launch and Verizon $45m not likely far behind with the official commercial agreement"
[X Link](https://x.com/tottaway22/status/1827036721185444080) 2024-08-23T17:34Z [----] followers, [---] engagements
"Probably should change the headline as thats very misleading. VZ & AT&T are simply asking for SpaceX to follow the agreed upon rules. They are not derailing anything. It should be If FCC approves a SpaceX request it may cause harmful interference with AT&T Verizon & other networks"
[X Link](https://x.com/tottaway22/status/1827198180729221469) 2024-08-24T04:16Z [----] followers, [----] engagements
"@azurus11 Wow the first section highlighting the warrant liability on the balance sheet which is essentially irrelevant to anything especially the balance sheet. Besides just a bad looking number"
[X Link](https://x.com/tottaway22/status/1827454816295252260) 2024-08-24T21:15Z [----] followers, [---] engagements
"@Weissepfote @spacanpanman @thekookreport @AST_SpaceMob Looks like Polaris dawn was delayed until Friday with return on Wednesday the 4th. But pad SLC40 should be free after the Starlink launch later tonight. So that pad should be open"
[X Link](https://x.com/tottaway22/status/1828646158757175394) 2024-08-28T04:09Z [----] followers, [--] engagements
"@WAR527 @Sammy_the_Nose Gotcha ya I see that. Was just thinking if they have decent cashflow that refi should be easy to do. But thats where my knowledge ends and how banks/investors view that"
[X Link](https://x.com/tottaway22/status/1829514030920389047) 2024-08-30T13:38Z [----] followers, [--] engagements
"Think you need a little more research SpaceX currently does not have approval because the service causes interference (18% reduction in capacity) with regular towers which take priority. SpaceX is requesting a waiver but it may be denied. Meanwhile AT&T & Verizon already have their partner in @AST_SpaceMobile who can provide the service without causing interference"
[X Link](https://x.com/tottaway22/status/1829993706000388307) 2024-08-31T21:24Z [----] followers, [---] engagements
"Thanks for the response I understand the angle now and glad you included it. for sure things can change. The April of this year its actually as recent as the last week. Here is ATTs filing to deny based on harmful interference. Also from Rural Wireless association Verizon & Echostar. https://licensing.fcc.gov/myibfs/download.doattachment_key=30064172 https://licensing.fcc.gov/myibfs/download.doattachment_key=30064172"
[X Link](https://x.com/tottaway22/status/1830001411394064863) 2024-08-31T21:55Z [----] followers, [--] engagements
"@findiglay @KevinLMak Needs to be exercised by 9/27 or your warrants get liquidated at $0.01"
[X Link](https://x.com/tottaway22/status/1831681065947398474) 2024-09-05T13:09Z [----] followers, [--] engagements
"Good insight from @spacanpanman but I would like to add something This takes $ASTS cash +available liquidity to $900m. This basis is used for going concern & gives runway into [----] & allows them to accelerate long lead items & launch contracts right now without even using ATM $ASTS: A few thoughts on today. Yes the market is overreacting to an ATM being put in place where no shares have actually been sold. The company judiciously used the prior ATMs to raise capital at great prices in a smart manner and that's not going to change. From what I $ASTS: A few thoughts on today. Yes the market is"
[X Link](https://x.com/anyuser/status/1831725861848187116) 2024-09-05T16:07Z [----] followers, 15.5K engagements
"Best to announce it here is my opinion. Had a good news and ramp yesterday. Will be forgotten about by next week and over shadowed by launch & good news. If they did it after launch there could be some fear in the market since they dont unfold for 30days. So may not have a positive post launch catalyst to recover for several weeks. Whereas right now it will be forgotten about by next week and launch and future guide will be all thats talked about"
[X Link](https://x.com/tottaway22/status/1831740314408906958) 2024-09-05T17:04Z [----] followers, [--] engagements
"@SylwanJohan For sure has gone up significantly. Near 6m shares short added in [--] days. $asts $ASTS: shorts very heavily pressed their positions last week increasing by 10.4M to 34.8M shares short from the previous week's low of 24.4M shares short. That's a 42.2% increase. 9/6 34.77M 9/5 32.97M 9/4 28.88M 9/3 28.49M 8/30 28.27M 8/29 25.84M 8/28 24.80M 8/27 24.88M 8/26 $ASTS: shorts very heavily pressed their positions last week increasing by 10.4M to 34.8M shares short from the previous week's low of 24.4M shares short. That's a 42.2% increase. 9/6 34.77M 9/5 32.97M 9/4 28.88M 9/3 28.49M 8/30"
[X Link](https://x.com/tottaway22/status/1833482551656366159) 2024-09-10T12:27Z [----] followers, [----] engagements
"Breaking SpceMob $ASTS news. I think Ive finally figured out who @CatSE___ApeX___ is and who he works for. He obviously works for the @NASAKennedy space center and designs their T-Shirts 🐱 🐈 #StayCurious #BlueBird1 #Spacemob"
[X Link](https://x.com/tottaway22/status/1833939398486073574) 2024-09-11T18:43Z [----] followers, 13K engagements
"Post successful launch waffles 🧇 🚀 Waffle House on Cocoa Beach Thanks @ATT for the invite $ASTS $ATT #ATT #Spacemob"
[X Link](https://x.com/tottaway22/status/1834204132732715014) 2024-09-12T12:15Z [----] followers, [----] engagements
"@MorganLBrennan @CatSE___ApeX___ @CNBCOvertime The dead of the night became quite bright Hope you can cover the next one live in person. Was a very cool experience"
[X Link](https://x.com/tottaway22/status/1834374493310980132) 2024-09-12T23:32Z [----] followers, [---] engagements
"When the warrant exchange is done the amount of warrants exercised will be material enough that new share count will be filed with SEC so we will know if they used it or not. I suspect they havent yet. Without using it the tradable (class A) is 165m. But the mob owns over 10m and insiders own over 25m"
[X Link](https://x.com/tottaway22/status/1835779881176813995) 2024-09-16T20:36Z [----] followers, [--] engagements
"@scott_m_powell @spacanpanman @KevinLMak Its the easy 5min short thesis DD. Stock up 800% with retail following filed $400m atm makes no money yet needs money to fund constellation launch just happened & no launches for months = sell the news Too bad they didnt do another 15min of research to see the other side"
[X Link](https://x.com/tottaway22/status/1835882358014365870) 2024-09-17T03:23Z [----] followers, [---] engagements
"@scott_m_powell @spacanpanman @KevinLMak Its likely to cost them dearly as other catalysts may materialize soon and the company may not even use the ATM - multi launch agreement/plan - fcc filings - DAs with Verizon Vodafone others - government revenue/contracts"
[X Link](https://x.com/tottaway22/status/1835883013122703768) 2024-09-17T03:26Z [----] followers, [---] engagements
"$ASTS @AST_SpaceMobile out with a brand new Insight/Blog post. This is a new form of media/PR that they havent used before. Nice to see them expand their media/PR Lots of new eyes looking for info in many formats. https://ast-science.com/2024/09/17/broadband-from-space-to-your-phone-ast-spacemobiles-ceo-on-the-future-of-direct-to-cell-connectivity/ https://ast-science.com/2024/09/17/broadband-from-space-to-your-phone-ast-spacemobiles-ceo-on-the-future-of-direct-to-cell-connectivity/"
[X Link](https://x.com/tottaway22/status/1836074176442171841) 2024-09-17T16:06Z [----] followers, [----] engagements
"@Seawolfcap Looking like at minimum $1.75b and likely near $2.25b/yr of EBITDA by end of [----]. Company currently at a $3.5b. Seems like a nice solid deal to just sit and wait on $GLNG to get there"
[X Link](https://x.com/tottaway22/status/1836240874747122053) 2024-09-18T03:08Z [----] followers, [----] engagements
"Yes high interest rate lots of collateral payments locked up and on top of that insurance. Company should have better options now and can retire that. And specifically call out doing that when preparing for the ATM. In addition to supporting near-term operational initiatives these additional cash reserves are expected to support financial efficiencies including the cash payment of interest under the Subordinated Convertible Notes and early retirement of the Senior Secured Credit Facility minimizing cost and dilution"
[X Link](https://x.com/tottaway22/status/1839507026013270091) 2024-09-27T03:27Z [----] followers, [--] engagements
"@BiggustheRoman When I looked at Blue Origin I have doubts on them having capacity next year. They had several contracts already booked that were supposed to launch in 2021-24. So Im guessing they are way backed up any idea I think [----] is SpaceX 4-8 launches then after that doors wide open"
[X Link](https://x.com/tottaway22/status/1839820538660958520) 2024-09-28T00:12Z [----] followers, [--] engagements
"@thekookreport Wow this has escalated all the way to the top. President of SpaceX meeting with head of FCC. Should get an answer soon but SpaceX trying everything they can to get that waiver means everything else hasnt worked yet I dont see how FCC could approve it with the interference"
[X Link](https://x.com/tottaway22/status/1840216285055180977) 2024-09-29T02:25Z [----] followers, [----] engagements
"@stocktalkweekly $ASTS and $GLNG - Golar"
[X Link](https://x.com/tottaway22/status/1840925318951158201) 2024-10-01T01:22Z [----] followers, [----] engagements
"@KevinLMak I think $JOBY has massive potential in the long run. Last month drove from Downtown LA to Disneyland and took 2.5hrs with a pissed off 3yr old. I would have paid a lot of money for that 10min flight. Lots of cases where I would use the service"
[X Link](https://x.com/tottaway22/status/1841569354909155785) 2024-10-02T20:02Z [----] followers, [----] engagements
"@Erdayastronaut This is great for these emergencies and only set to get better. Just wait until @AST_SpaceMobile is active next year. It will be completely seamless with your existing service and you wont even know. Full broadband data and voice"
[X Link](https://x.com/tottaway22/status/1843029669077229904) 2024-10-06T20:44Z [----] followers, [----] engagements
"@JWSPEED2 @SpaceX Their technology stack is way different from Starlink and started working on the tech years before SpaceX. Further they can launch also on Ariane IRSO Blue Origin ULA. So several options. But yes likely on SpaceX as do most of SpaceX competitors like Kuiper and OneWeb"
[X Link](https://x.com/tottaway22/status/1843406295443091507) 2024-10-07T21:41Z [----] followers, [--] engagements
"@Rick_in_Miami They are likely going to be launched in batches or [--] and the first ASIC will be unlikely to be launched on its own. But thats my opinion. And I think we are pushing [--] by end of [----]. Exciting times"
[X Link](https://x.com/tottaway22/status/1843748910143287672) 2024-10-08T20:22Z [----] followers, [---] engagements
"@BiggustheRoman @CatSE___ApeX___ @DragonMaxGoku @thekookreport They didnt care about the solar flare for the first one"
[X Link](https://x.com/tottaway22/status/1844263971932733960) 2024-10-10T06:29Z [----] followers, [---] engagements
"I dont need to check Im aware. So thats $23m/bb including launch of $60m so actual materials/manufacturing was near $10m/bb. Additional capex on these was invested to setup manufacturing lines brand new microns new in house thrusters etc. Economies of scale rapidly with the next ones going from 1/month to 2/month. Ordering 6x the amount of parts/base materials reduces costs. They just reaffirmed prior guidance ($16-$18m) on block [--] BB cost also. And again - these include launch. They have plenty of cash to launch 20+ in [----] and start the revenue funnel. The ATM gives them liquidity (without"
[X Link](https://x.com/tottaway22/status/1844267924841955791) 2024-10-10T06:45Z [----] followers, [---] engagements
"@no_privacy @defiantclient Looks like $ASTS should get approved swiftly if they meet all criteria. Cant wait to see it filed soon comply with all FCC Part [--] requirements for non-geostationary constellations offering Supplemental Coverage from Space ("SCS") services"
[X Link](https://x.com/tottaway22/status/1844596326534914521) 2024-10-11T04:30Z [----] followers, [---] engagements
"@spacanpanman Looks like $ASTS should get approved swiftly if they meet all criteria. Cant wait to see it filed soon comply with all FCC Part [--] requirements for non-geostationary constellations offering Supplemental Coverage from Space ("SCS") services"
[X Link](https://x.com/tottaway22/status/1844596358000369829) 2024-10-11T04:30Z [----] followers, [----] engagements
"Man Im not short or a bear was a genuine question how you get to the value. Trying to understand the thesis and share risks I see. Not sure why thats offensive. If its good then shoot id rather live in Santa Barbara than Bakersfield. I will add from a reservoir standpoint I dont see a path to CCUS the reservoirs have natural seeps out in Santa Barbra and not a rock solid trap"
[X Link](https://x.com/tottaway22/status/1844758578537848921) 2024-10-11T15:14Z [----] followers, [---] engagements
"@ConnectedSpaceM Turns out he didnt have $1m in his savings account to cover the tax bill from his large grants. Always gotta pay the tax man"
[X Link](https://x.com/tottaway22/status/1845136337021870399) 2024-10-12T16:15Z [----] followers, [---] engagements
"Great job @scottwisniews telling the $ASTS story. Showed confidence in the tech & plan. Excited to watch the team execute. Hopefully we hear more about the production rate & [----] launch campaign soon Sounds like the team is very focused on producing the BlueBirds $ASTS: @scottwisniews on Bloomberg Technology TV today. 🚀🚀🚀 https://t.co/5zKiWIIxBZ $ASTS: @scottwisniews on Bloomberg Technology TV today. 🚀🚀🚀 https://t.co/5zKiWIIxBZ"
[X Link](https://x.com/tottaway22/status/1846627974722040276) 2024-10-16T19:03Z [----] followers, [----] engagements
"The MNOs will be incentivized to get it to as many people as possible regardless of if they use it. Thats the beauty of it. The MNOs would prefer they add $5/month premium plan that most wont use vs $10 per use sign up. Because its recurring and they get half of it. Extra $2.5 per customer"
[X Link](https://x.com/tottaway22/status/1847001257871052947) 2024-10-17T19:46Z [----] followers, [---] engagements
"I guess we will see. Purely anecdotal but everyone I ask if they would pay $5/month or $60/yr to get the following every single person has said yes. [--]. Never have dead spots. [--]. Backup for when power goes out. [--]. Backup for during natural disasters. Its a no brainer at that cost for anyone along the coasts or in tornado or wildfire areas. Anyone with a family as a safety blanket. Or anyone that roadtrips or camps. But obviously thats my opinion and we will see. Even if say 30% of VZ/ATT (300m) signs up and only at $2/month only $24/yr to customer ($1 to ast) thats $1.2b/yr revenue at 80%+"
[X Link](https://x.com/tottaway22/status/1847013860781555872) 2024-10-17T20:36Z [----] followers, [---] engagements
"Why do you think they will need more [--] gives continuous coverage over the US and most of the globe. Anything added on from here will help with MIMO to increase capacity further. And again most wont be using it regularly/constantly besides in disasters. You will be able to way oversell capacity"
[X Link](https://x.com/tottaway22/status/1847020754107617521) 2024-10-17T21:03Z [----] followers, [--] engagements
"@ShowInvestment @raudi_882 @thekookreport @AKroksgard @nomadicTyler @ASTS_Investors @scottwisniews @technology Its 300-10000 users expected per beam not per satellite and each satellite will have [----] beams. So total users per satellite is between 750k to 25M concurrent users per satellite. The [----] is referencing cells/beams across the US not users"
[X Link](https://x.com/tottaway22/status/1847089095694270491) 2024-10-18T01:35Z [----] followers, [---] engagements
"@ShowInvestment @Theta_God @raudi_882 @thekookreport @AKroksgard @nomadicTyler @ASTS_Investors @scottwisniews @technology 300-10000 is the expected range of users per beam at any one time with acceptable service levels another way to interpret it is that each beam can support up to [-----] users and with [----] beams per satellite the capacity is 25m per satellite"
[X Link](https://x.com/tottaway22/status/1847103967563862148) 2024-10-18T02:34Z [----] followers, [--] engagements
"@spacanpanman @thekookreport @CatSE___ApeX___ I believe we got the next one appears [---] unfurl a couple hours ago. $ASTS 🦋🦅👀"
[X Link](https://x.com/tottaway22/status/1847158485320089686) 2024-10-18T06:11Z [----] followers, [----] engagements
"I have not been able to find the OISL description. Looked high and low for it. Possible its just not posted yet or its being hidden. I think I found the request it was under. Air Force SBIR x24.6 CSO The United States Department of the Air Force has identified [--] Operational Imperatives: Space Order of Battle; Operationally Focused Air Battle Management Systems (ABMS); Moving Target Engagement; Tactical Air Dominance; Resilient Basing; Global Strike; Readiness to Deploy and Fight. These Operational Imperatives are the critical operational capabilities and functions the Department of the Air"
[X Link](https://x.com/tottaway22/status/1848034738025410651) 2024-10-20T16:13Z [----] followers, [---] engagements
"@teslaturul @cyberprince_rwo What type of constellation are they going to have"
[X Link](https://x.com/tottaway22/status/1848374449495494683) 2024-10-21T14:43Z [----] followers, [--] engagements
"@thekookreport hope you are at the #BirdWatching desk. I get the feeling we are about to have our [--] final unfurlings very soon. BB005 & BB003 ready to leave the nest. Time to get the #BlueBirds lighting up the USA for $ASTS D2C testing 5600+ cells coming soon. 🦅👀🐈🧇"
[X Link](https://x.com/tottaway22/status/1848902333327192331) 2024-10-23T01:40Z [----] followers, [----] engagements
"Me over the last couple days. $ASTS #BirdWatching #BlueBird Credit: @kingtutcap"
[X Link](https://x.com/tottaway22/status/1848909465082597656) 2024-10-23T02:09Z [----] followers, [----] engagements
"@christankerfund Golar $GLNG count"
[X Link](https://x.com/tottaway22/status/1849089473789018449) 2024-10-23T14:04Z [----] followers, [---] engagements
"@scottwisniews Congrats Scott & Team Look forward to hearing more about all the exciting developments soon"
[X Link](https://x.com/tottaway22/status/1849255752197918758) 2024-10-24T01:05Z [----] followers, [----] engagements
"@scottwisniews @CarolineHydeTV @EdLudlow @technology @AST_SpaceMobile Great overview @scottwisniews and how AST is unique with the partnerships truly a Win Win. Excited to hear about the launch campaign / timeline for the 45-60 I need to block out my vacation time for the launches next year"
[X Link](https://x.com/tottaway22/status/1851071120017146313) 2024-10-29T01:18Z [----] followers, [----] engagements
"@talesftf We will see I dont think launch capacity is an issue. All on manufacturing for me. [--] sats is [--] F9/Neutron [--] vulcan or [--] FH/New Glen. F9 can delay Starlink launches to bring in revenue especially with starship close they will be willing to try Starlinks there"
[X Link](https://x.com/tottaway22/status/1851968564045189575) 2024-10-31T12:44Z [----] followers, [--] engagements
"$ASTS - they are in the best position they have ever been in. Fully cash on hand ($550m) to launch the [--] BlueBirds or more by end of [----] to start service. Time for them to execute & I expect to hear that plan on November 14th. https://www.reddit.com/r/ASTSpaceMobile/s/lQnYMtLpD1 https://www.reddit.com/r/ASTSpaceMobile/s/lQnYMtLpD1"
[X Link](https://x.com/anyuser/status/1852066037791101098) 2024-10-31T19:12Z [----] followers, 18.7K engagements
"@forsuremaya I think this seems reasonable. Possibly can launch up to [--] in [----] (would be quite accelerated) but DB haveing only [--] launched in [----] seems low. I think theyll launch at least [--] in [----]. We will see"
[X Link](https://x.com/tottaway22/status/1852849201769779439) 2024-11-02T23:04Z [----] followers, [----] engagements
"@ASTSInvestors Dumb retail panicking on something that literally doesnt matter. AST execution on manufacturing and launch by end of [----] is all that matters now"
[X Link](https://x.com/tottaway22/status/1854096605726818734) 2024-11-06T09:40Z [----] followers, [---] engagements
"@Reformed_Trader Retail panic and worried about something that literally does not matter. All that matters right now is $ASTS execution and if the tech is as good as we say then it really doesnt matter"
[X Link](https://x.com/tottaway22/status/1854229639285317936) 2024-11-06T18:29Z [----] followers, [----] engagements
"@Reformed_Trader @Arifk69 They added 500k short today. Wonder if they cover before ER. The last [--] they have got wrecked on"
[X Link](https://x.com/tottaway22/status/1854280774490759487) 2024-11-06T21:52Z [----] followers, [---] engagements
"@kingtutcap Wonder what happened to them the last [--] $ASTS earnings calls & if it was painful. Obviously it cant happen for a 3rd time in a row right"
[X Link](https://x.com/tottaway22/status/1854548127753372138) 2024-11-07T15:35Z [----] followers, [----] engagements
"@EyeRollUSA No they arent right now in blackout"
[X Link](https://x.com/tottaway22/status/1854586696085733379) 2024-11-07T18:08Z [----] followers, [---] engagements
"@EyeRollUSA Because the standard is minimum 15day before earnings blackout period"
[X Link](https://x.com/tottaway22/status/1854594368675725714) 2024-11-07T18:38Z [----] followers, [---] engagements
"@corey407woc 85%"
[X Link](https://x.com/tottaway22/status/1854681605333565945) 2024-11-08T00:25Z [----] followers, [---] engagements
"@RklbsFan @RKLBMan Its likely with SpaceX for 4-6 launches in [----]. Maybe single launch with BO/ULA. Kuiper is behind DOD has missed windows rivada wont be using their [--] slots. There is capacity"
[X Link](https://x.com/tottaway22/status/1854762886075498737) 2024-11-08T05:48Z [----] followers, [--] engagements
"@TJTheWheelDeal If you are looking for an O&G play then go with one the cheapest but pays massive dividends in $PBR"
[X Link](https://x.com/tottaway22/status/1855797379137740940) 2024-11-11T02:19Z [----] followers, [---] engagements
"@thekookreport I choose #1 with Verizon and it happens this week"
[X Link](https://x.com/tottaway22/status/1856097087609549245) 2024-11-11T22:10Z [----] followers, [---] engagements
"@spacanpanman $ASTS bringing the dunks on Thursday Even the defensive player of the year wont have a chance. CHRISTIAN BRAUN DETONATION😱😱😱 GET TO ESPN FOR THE FINISH https://t.co/Pe6fT12h7o CHRISTIAN BRAUN DETONATION😱😱😱 GET TO ESPN FOR THE FINISH https://t.co/Pe6fT12h7o"
[X Link](https://x.com/tottaway22/status/1856199096069173302) 2024-11-12T04:55Z [----] followers, [----] engagements
"@EnergyCredit1 @nomadicTyler @kingtutcap They already said on the last earnings call they wont wait on BB6 to launch & unfold before pushing forward with more BB building and launches. They are all gas no brakes right now"
[X Link](https://x.com/tottaway22/status/1856539599658746342) 2024-11-13T03:28Z [----] followers, [--] engagements
"@defiantclient [--] sats in [----] is probably the high and bullish end. My expectation is at least [--] though"
[X Link](https://x.com/tottaway22/status/1856820212987039892) 2024-11-13T22:03Z [----] followers, [---] engagements
"@ConnectedSpaceM I estimate BB blocks [--] at 3x3m and think Neutron could only fit [--]. I dont think it makes sense to use them. Best option for $ASTS is New Glen. Can hold 8-12. Now just need BO to execute and get it launched"
[X Link](https://x.com/tottaway22/status/1856905521057644607) 2024-11-14T03:42Z [----] followers, [---] engagements
"Hey @NHL_On_TNT @StreamOnMax your stream of the @Avalanche game is broken. Watched the same faceoff [--] times hoping it makes it past"
[X Link](https://x.com/tottaway22/status/1856912954719178878) 2024-11-14T04:12Z [----] followers, [---] engagements
"Alright for $ASTS folks if you go back 24hrs ago. What launch capacity did you think they had booked for BlueBirds. Personally I was expecting [--]. Instead we got up to [--] With frameworks for more. I think its a massive de-risking while also opens a lot of other doors. [--] BlueBird [--] BlueBirds [--] BlueBirds [--] BlueBirds [--] BlueBird [--] BlueBirds [--] BlueBirds [--] BlueBirds"
[X Link](https://x.com/tottaway22/status/1857457745831800892) 2024-11-15T16:16Z [----] followers, [----] engagements
"@KingUncleIroh I dont think Amazon or BO would buy out ASTS the price would likely be in the $20-$30b range right now. But I absolutely could see a discloser soon of Bezos owning 5% of $ASTS. Now the deal is signed and disclosed so no MNPI"
[X Link](https://x.com/tottaway22/status/1857614162635141550) 2024-11-16T02:38Z [----] followers, [----] engagements
"@ATT @thekookreport @ATT is bringing a Mariah Carey Christmas Present"
[X Link](https://x.com/tottaway22/status/1857805069405794516) 2024-11-16T15:16Z [----] followers, [---] engagements
"@TommyDeepwater Great info thanks. Ya those two should be much quicker. Was mainly asking in regards to if an opportunity for $GLNG"
[X Link](https://x.com/tottaway22/status/1857816456907665843) 2024-11-16T16:02Z [----] followers, [---] engagements
"The 10Qs for awhile have said that a total constellation of [--] BlueBirds including the [--] Block [--] would be enough to provide substantial coverage in specific markets. Whether it actually ends up being 20BB block 2s or [--] total or [--] Block 2s I think is somewhat irrelevant as all should be around the same time and within [--] New Glen launch"
[X Link](https://x.com/tottaway22/status/1857863852572160098) 2024-11-16T19:10Z [----] followers, [---] engagements
"Not that they are directly related but look at $ASTS many thought was going to keep going and go to $50. Has traded down on good news and strong market so its totally possible for pullback gap existed on both. Warrant redemption coming soon for $IONQ. Its hard to time but many stocks that go up a lot regularly have 30-50% drawdowns on the run ups"
[X Link](https://x.com/tottaway22/status/1861608437106516476) 2024-11-27T03:10Z [----] followers, [---] engagements
"@FREESPEECH1017 Heading to Disneyland for Christmas in a couple weeks want to go to happy hour"
[X Link](https://x.com/tottaway22/status/1861980034749350049) 2024-11-28T03:46Z [----] followers, [---] engagements
"@FREESPEECH1017 Sounds like a date Thursday the 12th afternoon or Friday the 13th"
[X Link](https://x.com/tottaway22/status/1861983220625203265) 2024-11-28T03:59Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tottaway22 Tanner Kirk Ottaway
Tanner Kirk Ottaway posts on X about $asts, $rklb, $pbr, $glng the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +3,556%
- [--] Month [-------] -56%
- [--] Months [---------] -21%
- [--] Year [---------] +405%
Mentions: [--] #
- [--] Month [--] -87%
- [--] Months [---] -21%
- [--] Year [---] +125%
Followers: [-----] #
- [--] Week [-----] +0.26%
- [--] Month [-----] +2%
- [--] Months [-----] +21%
- [--] Year [-----] +110%
CreatorRank: [-------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies technology brands automotive brands currencies celebrities social networks events
Social topic influence $asts #34, $rklb #45, $pbr, $glng, spacex, $bak, $1b, block, $seusf, service
Top accounts mentioned or mentioned by @astspacemobile @spacanpanman @catseapex @thekookreport @kingtutcap @blueorigin @att @abelavellan @scottwisniews @freespeech1017 @astsinvestors @kevinlmak @verizon @timx94 @dwdinvesting @rivian @rakuten @defiantclient @spaceinvestord @jacobkeeton20
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) PolkaBridge (PBR) Golar LNG Ltd (GLNG) Braskem S.A. American Depositary Shares (BAK) Ecopetrol S.A (EC) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Globalstar, Inc. (GSAT) Scorpio Tankers Inc. (STNG) Alphabet Inc Class A (GOOGL) TotalEnergies SE (TTE) Verizon Communications Inc. (VZ) Suncor Energy, Inc. (SU) AT&T Inc. (T) International Seaways, Inc. Common Stock (INSW) StarLink (STARL) QuantumScape Corporation (QS) Nokia Corporation (NOK) Redwire Corporation (RDW) Okeanis Eco Tankers Corp. (ECO) Kosmos Energy Ltd. (KOS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@mintzmyer @calvinfroedge @EmuConspiracy Why is $cmre lagging when rest are near 52wk highs"
X Link 2020-12-23T01:04Z [----] followers, [--] engagements
"@therecount Why dont we tackle the $31 billion of stolen unemployment funds from [----]. Literally stolen Someone needs to be held responsible and get to the bottom of it"
X Link 2021-09-15T22:33Z [----] followers, [--] engagements
"@therecount For those of you wonderingstraight from the CA EDD. I agree the recall was expensive but it serves a purpose & is for a reason. But if we are worried about spending there are easier targets. spent over $13bill on homeless only to see it increase 30+% https://www.google.com/amp/s/abc7news.com/amp/california-edd-unemployment-fraud-ca-scam-insurance/10011810/ https://www.google.com/amp/s/abc7news.com/amp/california-edd-unemployment-fraud-ca-scam-insurance/10011810/"
X Link 2021-09-15T23:22Z [----] followers, [--] engagements
"@ajitosu @Arbe_Robotics Nice. Ive been in since preDA & added post DA as I thought value was good & liked what they had. I am down so bounce would be good. Thought (along with others) they had deal with Tesla but then Tesla pulled radars. Hoping they get others. Plus has 4D radar on there [----] truck"
X Link 2021-09-21T21:35Z [----] followers, [--] engagements
"@TheSpacShack @ev_spacs @SpacGuru @aurora_inno @amazon Struggling with understanding the risk to $HCIC as they are testing in US with AMZN and all jobs are in US. So is concern they cant utilize data from China to train their model Plus isnt like these other holding companies as they are actually US"
X Link 2021-10-02T01:15Z [----] followers, [--] engagements
"@TheSpacShack @ev_spacs @SpacGuru @aurora_inno @amazon The concern I see is they dont have a OEM partner outside of China with FAW. Same issue I have with $NGAB. Seems $RTPY has OEMs. But as you said that val is crazy but has a huge PIPE but same issue with Joby but it has been performing well. Maybe $RTPY bring some rev fwd"
X Link 2021-10-02T01:17Z [----] followers, [--] engagements
"@SPACspin @SPACHawk @fmyyz80 Looked up a couple $FSSI had 8-K/A on 11/19. References ASC [---]. $LFTR on 11/26 with 8-K referencing ASC [---]. Are these the right ones Spent $700k from $350k on LFTR. $CPUH 11/22"
X Link 2021-12-06T18:51Z [----] followers, [--] engagements
"@ev_spacs $TEKK with Caliente Interactive on Thursday 1/6"
X Link 2022-01-04T03:10Z [----] followers, [--] engagements
"@SPACtrack $GWH was Acon S2 SPAC with ticker $STWO not Kensington. I dont think Kensington has a 3rd And the currently trading $KCGI is the V Confused by their order"
X Link 2022-01-20T22:50Z [----] followers, [--] engagements
"Top [--] Longs for [----]. Very long Energy with high dividends. ASTS & ORGN are speculative picks with a lot of de-risking & news in [--]. Will update at YE. $ASTS $3.97 $ORGN $4.94 $EC $10.03 $PBR A $9.81 $BTU $29.44 $RIG $4.67 $NMM $26.34 $STNG $54.72 $PARXF $14.73 $SU $31.5"
X Link 2022-12-24T20:17Z [----] followers, 17.8K engagements
"$EC 2023-2024 plan Prod = [------] bopd - flat Refinery = [------] bopd Transported = 1+ mmboepd 40% EBITDA @ $80 Brent 25-30 TCOP investment ($5-6b) Debt/EBITDA 2.1x Net income breakeven $20-$30 per bbl /7"
X Link 2023-01-04T20:26Z [----] followers, [----] engagements
"$EC Political After Petro was elected $EC sold off hard on fears. talk was worse than whats happened taxes on net in. 10% $75bbl & 15%$82 Company tax rates will go from 35% to between 45-50% assuming prices above $75 Cant deduct royalty Ban on fracking & new licenses /8"
X Link 2023-01-04T20:26Z [----] followers, [----] engagements
"More info on $EC below. $1.7-$2.4 div coming within [--] months $EC - 20%+ dividend coming soon. Diversified stable outlook political fears now known & implemented. EcoPetrol - The Columbian O&G producer Company with avg 720mmboepd production + [--] refineries + midstream + ports + electricity with $20 per bbl net income breakeven /1 https://t.co/6OHYIVuhVH $EC - 20%+ dividend coming soon. Diversified stable outlook political fears now known & implemented. EcoPetrol - The Columbian O&G producer Company with avg 720mmboepd production + [--] refineries + midstream + ports + electricity with $20 per bbl"
X Link 2023-01-04T20:41Z [----] followers, [---] engagements
"BTU - Peabody Energy Was going to do a thread but @8750Capital did such an amazing job there I dont need to A $4b Coal with $2B in cash ($1.6 net) soon no debt & $1.5-2b in FCF for [----]. On the verge of massive shareholder returns"
X Link 2023-02-13T13:36Z [----] followers, [---] engagements
"Want to share my div forecast $EC & $PBR. I expect $PBRA to announce a $0.6 div tomorrow $EC has already announced $1.66 for rest of [--] & may be a special next Q By the end of [----] I est you will get $3.16 from $EC & $4.48 from $PBRA Both incredibly cheap even at $75 oil"
X Link 2023-05-11T04:32Z [----] followers, 29.7K engagements
"@AAlsome1 @Tonyforever2003 @lavenderroute @G_A_Wilson My opinion is it should be at least half the PE value of Exxon. I think $XOM should be 8x PE so PBR deserves a 4x this would put it in a $15-$20 range and a 15% div yield at $75 oil"
X Link 2023-06-11T00:36Z [--] followers, [--] engagements
"@compound248 Going on the 2nd sailing of it in February Ill let you know how it is. I think it looks pretty fun"
X Link 2023-07-11T04:14Z [----] followers, [---] engagements
"Took delivery today of our @Rivian R1S Launch Edition. Been waiting 2.5yrs Its great so far Surprising many that a Petroleum Eng got one Ill explain our reasons later. Planning on sharing the gritty details on cost in CA power usage if its greener learnings & more"
X Link 2023-08-05T04:09Z [----] followers, [----] engagements
"@CatSE___ApeX___ The 10Q states five Block [--] BB initiate a limited non continuous SpaceMobile service in targeted geographical areas including in the United States $ASTS"
X Link 2023-08-14T22:02Z [----] followers, [----] engagements
"Couple questions/thoughts for the @theallinpod to consider on future episodes to hopefully have honest conversations. @friedberg when you talked about the weather this year & sea temps can you research & incorporate if one of the largest underwater volcano (Hunga Tonga) in history at the start of [----] has contributed a lot With unprecedented water into atmosphere & going the highest in recorded history. @Jason last episode you said renewables are cheaper than any other option. Well the grids with the most renewables (CA Germany TX) are some of the most expensive & most unreliable. So the"
X Link 2023-09-02T00:56Z [----] followers, [---] engagements
"@ed_fin Sell some $8 puts. $DHT uses that buyback be patient and all is good"
X Link 2023-09-02T12:19Z [----] followers, [---] engagements
"Not sure how they break it down as we dont see it that way. Besides we for sure dont pay wholesale rate. The CA grid IMO is pretty inefficient. Some days I get paid $2 per kwhr of reduction for 1hr a day. CA massively ramps nat gas & imports from AZ where mid day they sometimes pay AZ/NV to take power. Nat gas is near $10 per mcf as state has destroyed in state production & not allowed new pipelines & slow repairs"
X Link 2023-09-02T14:01Z [----] followers, [--] engagements
"We will get maybe 1-2 ohm hours per week from June-September from @ohmconnect which honestly gets a bit uncomfortable when the house gets 80deg+ near bed time. But the math is $0.0013 per watt so those events with 4000watts = $5.2 for the hour so $1-2 per kwhr reduced. https://refer.ohm.co/tottaway22 https://refer.ohm.co/tottaway22"
X Link 2023-09-02T14:29Z [----] followers, [--] engagements
"So why did a Petroleum Engineer buy a @Rivian R1S Well pretty simple actually we like the product. It had nothing to do about saving money or saving the planet as we dont think it will do either. We just like the vehicle. Below Ill share what else we looked at & costs 1/"
X Link 2023-09-05T01:00Z [----] followers, [----] engagements
"dont start get solar & its free. I am adding $19k of solar = [--] panels. It should do 20kwhr/d in summer. At $5/gal a 20mpg car =76000miles for $19k. Eventually will be free but that 5+yrs away & requires a lot $ up front. Not even incl the $500 charger & $1000 install /5"
X Link 2023-09-05T01:01Z [----] followers, [--] engagements
"Maintenance Reports are @Rivian gets 20k mi for tires $400 per tire=$1600 per 20k mi Other cars=$250= $1k per 40k mi Other cars oil=$100 per 5k mi 40k maint cost R1S = $3200 Other = $1800 Brakes @ 50-60k for other cars vs R1S not yet (regenerative) doesnt outweigh tire cost 6/"
X Link 2023-09-05T01:01Z [----] followers, [---] engagements
"1 month in & we love the @Rivian R1S. We dont think pictures do it justice & looks even better in person. Super fun easy to drive very smooth & quiet ride. Our build quality is great. Regen braking takes a bit to get use to. Remote func are nice in 100deg central CA 7/"
X Link 2023-09-05T01:01Z [----] followers, [---] engagements
"Bonus It has some nice added features that I havent seen in other cars. Built in air compressor for tires or toys in door flashlight for emergencies portable speaker continually improving car with software updates future trunk mounted accessories. Lots of storage space"
X Link 2023-09-05T01:17Z [----] followers, [---] engagements
"Oh and I wont even get to drive it usually as its for my wife. Im kind of jealous because its a very nice ride. Didnt add this above but maybe some investors will want to see the thread. $RIVN"
X Link 2023-09-05T01:23Z [----] followers, [---] engagements
"@RigMan91 @Tejanobrown Well not blue collar but Drilling eng for 6yrs and production eng for 3yrs. California. Had brief internship in East texas in Carthage"
X Link 2023-09-06T20:03Z [----] followers, [---] engagements
"@spacanpanman @CatSE___ApeX___ @NomadBets There is an exception if they got a strategic investment that had an equity component with approval of Barclays & a lockup on those shares through the end of 90days then they could issue shares to that strategic But yeah the ATM is a no at this time until end of month"
X Link 2023-09-09T17:42Z [----] followers, [---] engagements
"Went on Little Mermaid [--] times before 10am at @Disneyland today. But hey at least the California Adventure side has beer Also - Disney seems very full dont buy the parks are empty story at least not today. $DIS"
X Link 2023-09-15T20:34Z [----] followers, [---] engagements
"@heik_energy You think using 23mpg is correct For my R1S I have used 20mpg comparable car as a benchmark. Like the Kia telluride although I think reality is closer to 17.5mpg Like a Chevy Tahoe. But yeah my first month was equivalent to $5.1 per gallon"
X Link 2023-09-15T21:30Z [----] followers, [--] engagements
"@LimitedHangOut1 Honestly very confused by the price action. Barely any buyout premium in $BAK with the $7.5-$8.5 range pre news in April. Yet multiple news sources in this last week say PBR on board with ADNOC Lula already informed deal maybe by YE & minorities included"
X Link 2023-09-22T00:26Z [----] followers, [---] engagements
"Best risk/reward in market right now is $BAK - Braskem #BRKM5 I have no idea how to explain price action over the last week when several stories have broke that. ADNOC wants it Apollo is out (tried to get as cheap as possible & more complex) PBR prefers ADNOC as partner"
X Link 2023-09-22T03:12Z [----] followers, [--] engagements
"@JoeBlowPremium Read the first tweet above for more details But yes bull case is a $15 buyout offer within 1-2 months. Another bull case is if no buyout you are buying a very valuable petrochemical asset which is probably at low point or near of the cycle"
X Link 2023-09-22T03:37Z [----] followers, [--] engagements
"I find it crazy that AT&T dropped $85b on TimeWarner & $48.5b on DirectTV and $16b a year in capex cant find $200-500m to help reduce their capex costs & enhance service & differentiate over everyone else. Honestly thats what is so shocking to me. That being said them waiting for whatever reason has enabled them to get a much better price than they would have previously. So guess the action is right as of now. Either thats the strategy or based on the data see they dont actually see it is a viable technology which seems unlikely with what they have said. All it would take is $200m to really"
X Link 2023-09-26T15:10Z [----] followers, [----] engagements
"Yeah so my opinion is that since they can avoid going concern language until end of Q4 that enables them to have another [--] months to finalize negotiations. Thats why I think that last equity bridge was so important or they may have been forced into doing one. Now they can wait to try and finalize that package instead. At least thats my opinion we will see"
X Link 2023-09-26T22:37Z [----] followers, [---] engagements
"His view (from my understanding) is the same. There are [--] (at least) companies that want to buy $BAK at double the current price. Historically this is near the cheapest its ever been. Debt isnt a problem. You want to buy cyclicals when they are hated. So even no buyout it could be a good time to buy"
X Link 2023-09-27T17:34Z [----] followers, [---] engagements
"Not sure what you are getting at here The US would be producing more oil if there were more pipelines with there not being enough capacity ie no capacity to produce anymore. Additionally getting oil from Canada on the Keystone XL would be beneficial to our system. By not having both of these North American oil production is lower than it would be if those were approved. That means more oil supply in the world and therefore lower prices as its a supply/demand market. Additionally the keystone XL specifically would bring a specific type (API Gravity) of oil that the gulf coast refineries need"
X Link 2023-09-28T17:40Z [----] followers, [---] engagements
"Green infrastructure is making us less energy independent a less stable grid and more expensive. The US could be entirely energy independent on Natural Gas. Instead we import more than 80% of solar panels are imported. Until they are made & material mined in the US that is not energy independent as they have finite lives. That is not energy independent as those need to be replaced every 20yrs"
X Link 2023-09-28T17:43Z [----] followers, [---] engagements
"@vipetrades2 @kccj12 @housleyd @gas_biz Yeah the arbitrage pretty much gets ruined by the blend requirements as well as I think youd have to pay LCFS to the state & other fees more than just the $0.26 higher tax. I also see state tax at $0.58 vs $0.2 in Texas"
X Link 2023-09-30T04:39Z [----] followers, [--] engagements
"I am obviously not understanding the market opinion must be minority holders get screwed but I dont see it $BAK #BRKM5 Just last night Prates - expect to close by Jan/Feb [----] [--] partners want vertical integration Thanks @LimitedHangOut1 for source"
X Link 2023-10-03T18:38Z [----] followers, [----] engagements
"@RistoHamilton @LimitedHangOut1 I guess you could interpret it as not close by then but a decision by then But yes if they intend to close by then you would think a signed agreement would be needed by end of November. Last reports did say Lula has been informed ADNOC is good with price & PBR is on board"
X Link 2023-10-03T19:31Z [----] followers, [---] engagements
"@LimitedHangOut1 If Prates said closing in January/February then a signed deal should be any day. Probably 3months from announcement to close. Sounds like most details are already worked out & agreed to"
X Link 2023-10-05T13:58Z [----] followers, [---] engagements
"I may be biased but the @AltitudeSR @AltitudeTV broadcast team with @ConorMcGahey & @RadioMoser are top notch & best in the league. Excited to listen to you guys for the season #GoAvsGo Great to meet you tonight Ill be at JW post game & would love to buy you a beer to show my appreciation if you can. And any other Avs fan can join as well"
X Link 2023-10-12T02:28Z [----] followers, [---] engagements
"@beefwellingtoni I could see a combination of things with an equity stake from AMT & Cisneros to prepaid revenue from voda & ATT. But yes I think we see some form of equity dilution with warrants or common shares. Since they are strategic yes it dilutes but they wont be free trading shares"
X Link 2023-10-30T15:45Z [----] followers, [---] engagements
"@TrumanCooper @LimitedHangOut1 Market reacting to the poor production report released Friday after close along with the analyst comments. Petrochem market sucks at this time so really only positive news is buyout or we wait for market to turn hopefully in 2024"
X Link 2023-10-30T19:45Z [----] followers, [--] engagements
"@JK73228071 Oh I understand. Been here for a long time and have positioned accordingly. I think there will be dilution with equity stakes taken by the partners maybe preferred shares with warrants. But this form of dilution with partners much better than a public offering"
X Link 2023-10-30T20:30Z [----] followers, [---] engagements
"@jeanpaulprates Sounds like a great opportunity to incorporate Braskem further into your business and make PBR a truly integrated international energy company that puts it on par with Exxon & Chevron. Further increasing shareholder value"
X Link 2023-11-07T18:36Z [----] followers, [----] engagements
"$BAK #BRKM5 Finally-ADNOC came through with a R$37.29 offer to buyout Novonor & partner with $PBR in Braskem ($7.6 x [--] = $15.2 per ADR). Been waiting for awhile now. Curious to see details for the minority tag along. Been pounding the table for months Thanks @MarhelmData & @calvinfroedge for pointing the opportunity out. https://www.infomoney.com.br/business/adnoc-entrega-proposta-nao-vinculante-pelo-controle-da-braskem-no-valor-de-r-105-bi/ https://www.infomoney.com.br/business/adnoc-entrega-proposta-nao-vinculante-pelo-controle-da-braskem-no-valor-de-r-105-bi/"
X Link 2023-11-09T03:49Z [----] followers, [----] engagements
"Past posts on $BAK & the buyout / rights of minorities"
X Link 2023-11-09T03:50Z [----] followers, [---] engagements
"@SullyCNBC @CARandDRIVER And you dont even get better HP or faster 0-60 than the gas version. Those are big selling/fun points of an ev. My Rivian R1s 0-60 in 3seconds is tons of fun to drive"
X Link 2023-11-28T05:41Z [----] followers, [----] engagements
"Been wanting to & have went short Royal Caribbean $RCL in the past. Think no way they can keep getting people to pay for cruises & concerns on debt levels. But I (and my family) have just booked our 2nd overpriced family suite on their brand new ship Star of the Seas & looking for a 3rd. So probably shouldnt short them as there are a lot of people like me I guess. I always wonder who can afford these things & want to pay for it but I guess I just need to look at myself"
X Link 2023-12-09T04:36Z [----] followers, [----] engagements
"@Glm18893 Also applies to Apple for which I just bought a new MacBook Pro have an iPhone Apple Watch beats Apple TV etc"
X Link 2023-12-09T12:59Z [----] followers, [--] engagements
"@TheodorusAtheos @CatSE___ApeX___ No @CatSE___ApeX___ is correct. The look angle is the other way from your image. You can tell by [--] the fence is right behind the dish then a road. You can see a freeway sign in the distance & a train. Also the pad is split vs the other (new location) is not split"
X Link 2023-12-13T00:48Z [----] followers, [--] engagements
"@grandma_party Maybe it was handshake deal while paperwork was still being sorted out. We will see soon enough. Sometimes gotta do what you gotta do even if not ideal"
X Link 2023-12-13T05:55Z [----] followers, [--] engagements
"@grandma_party I disagree. Ive seen/done many handshake deals before finalizing details. There is some level of trust on partnerships"
X Link 2023-12-13T13:41Z [----] followers, [--] engagements
"Adnoc will arrive in Brazil in January to continue its investigations into Braskem in another stage of the acquisition process that is being negotiated with Novonor and Petrobras Looks like DD is continuing. Maybe offer is accepted $BAK #BRKM5"
X Link 2023-12-18T19:36Z [----] followers, 13.8K engagements
"Looking at 100% return within 3-4 months on a $BAK buyout from ADNOC. Some complications but it will happen. Target is $15.2 & if offer gets increased (as Novonor wants) then could get as high as $18 from today $7.45. Worst case you get a strong earnings potential company at a cyclical low & hated"
X Link 2023-12-19T02:39Z [----] followers, [----] engagements
"Adnoc going to Brazil in Jan & Lula on board for the buyout of $BAK My opinion = PBR will join deal ownership 51% voting to appease gov & ADNOC will increase offer to R$40-45 to get deal done with the extra cash from not buying as much & solve Novonor debt issues. Nov will keep economic stake & PBR & ADNOC can ramp investment since right now Braskem cannot with public shareholders & Nov. #BRKM5"
X Link 2023-12-19T20:44Z [----] followers, [----] engagements
"@thekookreport I had a very similar thought when I saw it. Their initial investment was in series A back in [----]. Why was $ASTS on the top of his mind when posting this as the [--] investment to highlight when the investment was [--] years ago"
X Link 2023-12-21T06:39Z [----] followers, [----] engagements
"@LimitedHangOut1 You think they are buying in the open market That Reuters article was the sign If they are buying do they have to file It would make a ton of sense for them to start buying here thats for sure. They/gov Im guessing want PBR at over 50% ownership & voting in the upcoming JV"
X Link 2023-12-22T04:24Z [----] followers, [---] engagements
"@danban__ Gonna venture back to $GLNG or is that to tame for you now Hopefully this year finally get rewarded with recontract for hili gimi adding cash & if share price doesnt appreciate maybe buyout"
X Link 2023-12-30T03:58Z [----] followers, [---] engagements
"@christankerfund GLNG to get bought out & finally secure a new FID. And I still think some tanker merger or buyout but not sure who & how. But maybe DHT STNG INSW. Someone takes advantage of trading near nav vs the others not"
X Link 2023-12-30T19:50Z [--] followers, [----] engagements
"@FREESPEECH1017 If this came about in [----] & you are saying this why they didnt do an offering how were they able to do the last [--] then"
X Link 2023-12-30T22:05Z [----] followers, [---] engagements
"Kept mostly the same as last year but removed $NMM $RIG $BTU and added $INSW $BAK $GLNG & moved $ORGN to bottom. Still have $RIG & other Offshore in portfolio & like them tho. $BAK buyout at $15+ by mid year $ASTS funding BB1-5 maybe BB6-10 $GLNG Gimi online Hilli recontract FID potential sale at $30+ $EC 20%+ div $PBR A 10%+ div $INSW mixed fleet 15% div $STNG $20+ pr shr FCF debt below scrap increased divs/BBs $PARXF BB 10% each yr $SU div BB $ORGN O1 yield rev licensing"
X Link 2024-01-01T22:25Z [----] followers, [----] engagements
"@Tonyforever2003 I should have just left $PBR as 30% of my portfolio as it was at start of year and just not logged in. Thought Id be cute and get back in after securing 100% quickly in $BAK . Was wrong on timing but will get it soon I think. $PBRA still the cheapest major the planet & growing"
X Link 2024-01-02T01:10Z [----] followers, [---] engagements
"@StunningFeline My personal opinion is they have launch date & nearly completed BBs and simply waiting for the big contract announcement & going to share it all at once. We will see I think within the next 2-3 weeks"
X Link 2024-01-02T01:12Z [----] followers, [---] engagements
"Well first I have a lot of $FRO & $DHT and like them a lot especially in H2 into [--] but think maybe less upside since they are at NAV. $STNG & $INSW are trading below nav maybe 70-80%. Also possible someone goes after INSW as a buyout candidate. Risk with INSW tho is the age of their ships thats a concern but a merger would help that. I also will be adding $ECO once Fidelity sorts out the issue with it not being allowed in retirement accounts. Lastly I havent went into $TORM recently with above NAV and a larger shareholder selling"
X Link 2024-01-02T02:15Z [----] followers, [---] engagements
"I messed up during my copy/paste & update. Left the start of [----] values for [--] of them. Correct values for start of [----] are below. $PARXF $18.84 $STNG $60.80 $SU $32.04"
X Link 2024-01-02T03:26Z [----] followers, [----] engagements
"Wonder if this is a step for $CVX to begin the process of selling out of the California No longer a core area of the company no growth possible increasing costs less profits more political risk. Better to sell & move on and allocate capital better places. $CVX Chevron said on Tuesday it would record an impairment to a portion of its U.S. upstream assets primarily in California as continuing regulatory challenges in the state have resulted in lower anticipated future investment levels in its business plans. The company said it $CVX Chevron said on Tuesday it would record an impairment to a"
X Link 2024-01-02T13:30Z [----] followers, [----] engagements
"Yeah there just arent many people willing to come into the state. I dont think CRC has the right assets to mesh with CVX BRY too small and thats all thats really in the state. So you either need the Ikav/Cpp who only need a 15-20% return to satisfy the pensions or similar. The issue with them running them down is its just a drag. Another area for the company to focus on for what $300-$400m a year and dwindling along with headline risks. I think that was why Shell/exxon exited. Just not enough left. Without being able to drill the only way to keep profits up or at least opex flat is consolidate"
X Link 2024-01-02T16:24Z [----] followers, [--] engagements
"3-the change from earnings in Nov of moving forward on definitive documentation & completion of diligence to now subject to completion of final documentation and approvals IMO- all terms are agreed to & lawyers finalizing docs & then to board/investment committee sign off"
X Link 2024-01-03T03:51Z [----] followers, [---] engagements
"4-interesting addition of ground infrastructure orders from two customers I take this as there are at least [--] funding deals signed & done if not more. Not positive but I think ATT/Vodafone/Rakuten already have the ground infa done so this implies [--] more than those 3"
X Link 2024-01-03T03:51Z [----] followers, [---] engagements
"@Paul_Heckman_ No $ORGN dont have their act together. They took to long to ramp O1 essentially cancelled O2. But Im still confident in the tech & its value. Hoping they show good yield/margin from O1 and sign licensing this year. If no licensing this year it may be done"
X Link 2024-01-03T04:11Z [----] followers, [---] engagements
"Hey #Avs Twitter @DNVR_Avalanche @DNVR_Rudo should the @Avalanche extend Drouin & Georgiev right now Maybe get a good deal on both as Drouin looks to be just getting better & maybe cheaper now than season end. Georgie kind of on a regression Do we want to enter the goalie carousel next year again Georgie been not great but better than a lot this year still. @jessemontano_ @evanrawal @BlaisHunter @ProducerDrew_"
X Link 2024-01-03T04:56Z [----] followers, [---] engagements
"Wont take much oil demand growth to support only [--] more VLCC in the fleet. The outlook over the next [--] years is unbelievably low for deliveries. $DHT $FRO $INSW $ECO We enter [----] with a historically low orderbook and our fleet #data shows only a single #VLCC newbuilding due to be delivered through the whole of this year This compares to an average of [--] deliveries per year since [----]. https://t.co/fwpaI1qxqO We enter [----] with a historically low orderbook and our fleet #data shows only a single #VLCC newbuilding due to be delivered through the whole of this year This compares to an average"
X Link 2024-01-04T13:11Z [----] followers, [---] engagements
"@MikeUmbro Looks like you got quite a few to take a look at. The closest look to be the Alaskan Explorer Hafina Exceed (from South Korea) Tarbet Spirit (from Colombia) Seaways Yosemite (from Vancouver) Cabo De Hornos (from Vancouver)"
X Link 2024-01-05T16:12Z [----] followers, [---] engagements
"SpaceX files STA with FCC 1/5/24 for upcoming $ASTS BlueBird 1-5 Launch. This STA is for the ground pre-launch testing of TT&C Operation start of 3/1/24 to 9/1/24 - standard [--] month SpaceX window I believe this is a sign we are on track for March [--] Launch of the [--] BB Block 1"
X Link 2024-01-06T04:44Z [----] followers, 21.8K engagements
"BW3 as example was launched 9/10/22 w/ Starlink 4-2 sats ASTS=STA on 7/19/22 for 8/1 start of testing SpaceX=4-2 STA on 7/19/22 start of testing 8/24 - 2/24/23 SpaceX start of testing 8/24 - 9/10 launch= 17d or 3/19/24 expect date Using SpaceX filing 7/19 to 9/10 launch= 53d"
X Link 2024-01-06T04:44Z [----] followers, [----] engagements
"Hopefully I got everything correct & waiting for @CatSE___ApeX___ to verify & thank you to @_Joe_Peters for the help with the FCC filings. @beefwellingtoni @StunningFeline @CameronVoegele as well"
X Link 2024-01-06T04:44Z [----] followers, [---] engagements
"@AST_SpaceMobile We are very excited to see the launch of BlueBird 1-5 & the benefits you are bringing to the world with your partners @ATT @VodafoneGroup @Rakuten @AmericanTowerUS @cisnerosadriana @Scottwisniews @AbelAvellan"
X Link 2024-01-06T04:44Z [--] followers, [----] engagements
"I like the sound of that My opinion is its greater than $500m & add Telefonica to your list but remove Rakuten. I think the lead is going to be American Tower. My guess is its priced above the current share p For ground stations - I actually think the [--] are Telefonica & Saudi. As I think ATT will lease from AMT & Vodafone has a separate agreement for ground stations"
X Link 2024-01-06T18:56Z [----] followers, [----] engagements
"@justfactstruth Hey Frank so if Gimi is less ebitda than currently hilis do we think Hilli may also end up being low in recontract or you have a reason to think hires than gimi"
X Link 2024-01-10T20:51Z [----] followers, [---] engagements
"@TwinTurboCe1ica My Rivian R1S costs about $4.5 per gallon equivalent. So pretty similar in California"
X Link 2024-01-17T01:42Z [----] followers, [---] engagements
"@StunningFeline @Rakuten Look at the other Rakuten videos its not that out of character to not be super polished. Also I interpret this as Abel is in Japan with Micky. That seems important if thats the case"
X Link 2024-01-17T16:50Z [--] followers, [---] engagements
"@LimitedHangOut1 @KevinLMak Absolutely. You were right. Now I hope you are right on $BAK because if you & I Im wrong on this one its gonna be painful"
X Link 2024-01-19T04:07Z [----] followers, [---] engagements
"$BAK #BRKM5 Braskem sale update Things are moving along with some new info today - Prates says PBR DD is done & Adnoc is almost done - Prates wants a partner & wants it done in H1. Slightly delayed due to CPI & cleaner if wait a bit - article claims that Aramco & Kuwait now interested & may present offers soon Takeaway = possibly a binding offer within 1-2 months as itll take 2-3 to close. Possible we will see a better offer if others come to the table. Novonor wants R$42 = $17.08 per adr while existing offer is at R$37 Thanks @filiusVi for the original translation & spotting"
X Link 2024-02-02T04:14Z [----] followers, 29.7K engagements
"@TommygunCat @RistoHamilton @kp3690kp Possibly. Could be quicker. Thats just the limit on it. Also possible you get a binding offer with contingencies/conditions to close. I could see a binding offer come out before but the close not until after cpi is done"
X Link 2024-02-02T22:00Z [----] followers, [--] engagements
"@BichonRedux In the markets defense. Its been right for the last year in still no deal has happened. Been buyout rumors since [----]. That being said all signs point more than ever before to a deal soon with all parties roughly aligned. Just need clarity on CPI & a little bit better offer"
X Link 2024-02-02T22:06Z [----] followers, [---] engagements
"Environmental liabilities are nothing new to these companies & all deals have some. PBR has already stated they are good with how it was handled At this point its pretty clear what the potential liabilities are & the vast majority are paid out & agreed to. More than 93% of relocations are paid out in [----] when this first came about I understand how Lyondell took a pause makes sense but right now with all these agreements & work already done doesnt worry me"
X Link 2024-02-03T14:28Z [----] followers, [--] engagements
"@StreetBomber @TeddyGambino Reviewed today and $CRC shareholders seems to have got a very good deal here. FCF of Aera last year was $100m more than CRC. Aera has more oil prod. CRC valuation is $3.5b and Aera at $2.1b. Very accretive"
X Link 2024-02-08T03:13Z [----] followers, [---] engagements
"Only way it happens if its what Crosby wants and Pens respect that and make it work. Wed have to dump Johansen. And Pens would need to retain half of Crosby. Idk what that would cost us in draft capital/prospects. But Pens most likely out of playoffs so if Crosby wants to win another he will need to ask to go somewhere"
X Link 2024-02-08T05:14Z [----] followers, [---] engagements
"So Novonor & Petrobras are considered the controllers of the company. The joint sale bylaws specifically is about disposing of control. Technically if Novonor stays part of the controlling block that may not trigger tag along as all thats changing is a new controller is joining. That being said I do not think ADNOC or PBR want them as controller & based on the news the previous offer was for an economic stake and not part of control. IMO - PBR & ADNOC want to take the whole thing private so they can grow the business & invest & they cant do that in the current structure regardless of tag"
X Link 2024-02-10T20:57Z [----] followers, [---] engagements
"More information today on Braskem buyout to go along with Prates in UAE. Audit by Adnoc and Petrobras at Braskem should end within [--] weeks CPI starting & if it ends quick should bring information to market soon. $BAK #BRKM5"
X Link 2024-02-16T00:27Z [----] followers, [----] engagements
"@vipetrades2 There is some talk among the oilfield about hiring remote petroleum engineers from Latin America or India at $30-$50k a year. Not sure they would entirely take over but there is some good value to be had potentially doing easy tasks"
X Link 2024-02-18T21:57Z [----] followers, [---] engagements
"@AndrewRangeley $BAK #BRKM5 Braskem should get a binding offer buyout as soon as this week from ADNOC (maybe PIC/SABIC interested increase price) between $14-$18 per ADR. Should trigger tag along rights for adr holders. Currently at $9 downside if no deal or tag along is $5-6 until cycle turns"
X Link 2024-03-04T03:08Z [----] followers, [----] engagements
"Add in the analysis was done on off-Peak charging rates which are half ($0.26) the cost of rates from 3pm-12am ($0.55). Switching to an EV rate also raises your home costs of electricity. Also those rates are for your home not when out on the go any charger not at home is same as gas now. By my calculations my R1S is maybe saving $10 per fill up"
X Link 2024-03-12T05:26Z [----] followers, [---] engagements
"@SullyCNBC Here is my breakdown when we got our @Rivian R1S. Also other tweets in the thread about expected maintenance costs. Long story short - am not saving any money but love the product for other reasons Cost of filling get 20mpg R1S est 2mi/kwhr but 1st month only 1.75m/k CA elec rates & chargers=$0.45/kwhr 20/2=10kwhr*.45 $4.5-$5.14 /gal equiv 20mpg Switching to TOU will it to $0.28 for charging from 12am-3pm but offset by 3-9pm to $0.59 @ $0.28 = $2.8 to $3.2 4/ https://t.co/NZcZkPjQW3 Cost of filling get 20mpg R1S est 2mi/kwhr but 1st month only 1.75m/k CA elec rates &"
X Link 2024-03-12T05:28Z [----] followers, [---] engagements
"@filiusVi Well done on the prediction Another comment - since that week almost all the CPI has been focused on issues within the government & how they can improve or negligence within the regulators"
X Link 2024-03-20T03:35Z [----] followers, [----] engagements
"@HeglerHenri @filiusVi check this out - maybe some of the shorts could have been some sort of hedging or offset to options"
X Link 2024-03-20T22:39Z [----] followers, [----] engagements
"@gurgavin Petrobras $PBR - cheapest oil major on the planet. Buying back shares 15%+ dividend and production growth. With industry leading low cost lifting"
X Link 2024-04-06T21:40Z [----] followers, 26.2K engagements
"@IdenixH @CatSE___ApeX___ @FREESPEECH1017 As I said before I dont think it makes sense for fcc to process the SCS application until the new SCS rules are in effect mid month"
X Link 2024-04-07T19:10Z [----] followers, [---] engagements
"The for PBR shares vs cash is just a theory. That would reduce cash outlay needed for the minorities of $2-$3b and PBR could use that to invest instead. But yes if PBR chooses to buy out Novonor no way they dont take minorities out at same time. Just terms/price may be different. Guess we will see"
X Link 2024-05-09T02:40Z [----] followers, [---] engagements
"@filiusVi Im guessing that Q2 will also see continued improvements with higher utilizations and spreads continuing their gradual increase. Continued QoQ improvements across the business is great to see"
X Link 2024-05-09T04:05Z [----] followers, [---] engagements
"@filiusVi Well I forgot about the plant shutdown this week for weather in Rio Grande do Sul which is 30% of Brazil Ethylene so maybe US improvement in utilization will be offset by that for Q2"
X Link 2024-05-09T04:25Z [----] followers, [---] engagements
"When your 3yr old daughter is in her WHY phase do your morning drive starts with its gonna be hot today and ends with you trying to remember physics from college going into magnetics and electrons"
X Link 2024-05-16T12:25Z [----] followers, [---] engagements
"@mailboxmoney6 Liberty Mutual for home and Geico for Car. Same insurer since the start. For home I added $15k jewelry in [----] policy started [----] with no claims. For car just added the Rivian late last year as noted. Going to try and dig through bills and get car insurance further back"
X Link 2024-06-05T15:58Z [----] followers, [--] engagements
"$BAK #BRKM5 Another potential buyer in the running for Braskem PetroChina. Been a disappointing saga so far. Still think it gets sold $15 by ye CPI done liabilities known still near bottom of cycle PBR wants to invest & Nov wants out. PIC - Kuwait also deep in DD https://veja.abril.com.br/coluna/radar-economico/a-empresa-que-desponta-como-possivel-compradora-da-braskem https://veja.abril.com.br/coluna/radar-economico/a-empresa-que-desponta-como-possivel-compradora-da-braskem"
X Link 2024-06-09T17:02Z [----] followers, [----] engagements
"Its just the beginning if it works. Not even close to realizing full potential. Does seem crazy to buy a stock up that much in a month. But potential is many more. My forecast is $100b MC company by [----] with $10b+ revenue. Thats $400 per share. If it works the revenue growth will be very quick"
X Link 2024-06-13T20:50Z [----] followers, [---] engagements
"Its official $CRC California Resources has closed its merger with Aera Energy making it the largest California Oil & Gas producer with substantial carbon sequestration assets. CRC guide on 5/7/24 75-79 MBOEPD @ 61% oil Merged guide 140-146 MBOEPD @ 78% oil Transaction cost of $1.134B in shares (21.3m) & $1.1B of assumed debt & liabilities. Total cost = $2.23B whereas CRC MC of $3.65B https://www.crc.com/news/news-details/2024/California-Resources-Corporation-Completes-Combination-with-Aera-Energy/default.aspx"
X Link 2024-07-01T13:47Z [----] followers, [---] engagements
"$ASTS @AST_SpaceMobile is within striking distance of having enough cash in the bank (as close as $50m but already there with available liquidity) to fully fund the BlueBird Block II [--] Sat Constellation. A huge accomplishment I look forward to guidance at earnings on Aug 14th. https://www.reddit.com/r/ASTSpaceMobile/s/hBEZAGDacm https://www.reddit.com/r/ASTSpaceMobile/s/hBEZAGDacm"
X Link 2024-07-06T15:53Z [----] followers, 14.2K engagements
"@Steelcityband7 @ASTS_Investors Yes they got $55m from Verizon. Not sure why I need to repeat this for a 3rd time. Read the filing its very clear. No need to insult"
X Link 2024-07-07T04:05Z [----] followers, [--] engagements
"@Steelcityband7 @Willow1628 @FimTarrar @FREESPEECH1017 Not sure why you keep saying $0 Verizon gave $55m upfront and ATT/Google did $85m and Vodafone $25m"
X Link 2024-07-09T02:26Z [----] followers, [---] engagements
"I personally dont know anyone at work that has used it & my company has massive amounts of data besides [--] person to clean up his code. One issue is its not in house we arent allowed to put our data into it. Therefore its just glorified search. Maybe it would be useful if we could"
X Link 2024-07-10T11:24Z [----] followers, [----] engagements
"@oilmutt Interesting I wonder what lease it is. Thought maybe it was the CalNRG (who bought it from CRC in 2021) but at the time that was [----] boepd so doubt it got cut in half since then"
X Link 2024-07-19T17:51Z [----] followers, [--] engagements
"$ASTS - these are the best zombie satellites I have ever seen. Congrats to the AST team Go for 🚀"
X Link 2024-07-25T14:31Z [----] followers, [----] engagements
"Would love to educate you on the opportunity of $ASTS here. 1st they are not a dime a dozen approvals. 2nd this is likely a $1b/yr company by [----] & $10b by [----]. 3- They have $300m in the bank. 4- Full constellation should cost $2b. [--] - each sat is $20m but should generate $25m/yr. 6-they have 3b subs under MOUs. 7-say 30% uptake so 1b at $1/month (would you pay $1212=$24) = $24b/yr to have guaranteed internet service anywhere on earth regardless of natural disaster or convenience $24/yr seems very cheap for that insurance"
X Link 2024-08-03T04:29Z [----] followers, [---] engagements
"$ASTS predictions for earnings AH Wed 8/14 Launch window Sept 8-14 Cash on hand 6/31 = $300m Cash on hand 8/14 = $375m Upsized Debt Facility by $120m ASIC on track & 1st ones delivered All [--] BBs up by end of [----] Fully funded for the [--] with cash & liquidity Vodafone DA 🤞"
X Link 2024-08-10T15:15Z [----] followers, 16.1K engagements
"@Woody3000V2 @forsuremaya @spacanpanman @CatSE___ApeX___ BB2 design is just bigger. So if they got the basics resolved its just scaling/ramping. There isnt a new technology with it like the micron change from BW3 to BB1-5"
X Link 2024-08-10T21:20Z [----] followers, [---] engagements
"@AST_Diaries First call they have had momentum and funding on their side. Hopefully the execute. Havent really had this opportunity before with momentum visibility and cash on the balance sheet before"
X Link 2024-08-12T23:44Z [----] followers, [---] engagements
"@spacanpanman @CatSE___ApeX___ We need Vodafone to finalize the definitive agreement so we know the conditions of the prepayment. Securing that tomorrow would be nice"
X Link 2024-08-13T11:30Z [----] followers, [---] engagements
"@Hilbe Hey may be a bit late of an idea. But do you have a contact with Rivian if a brand wanted to do a partnership/gifting to customers with Rivian for their Camp Kitchen Its a major or even most well known national food brand with a lot of alignment between customer bases"
X Link 2024-08-14T18:41Z [----] followers, [--] engagements
"@Rivian I have an idea for a major food brand partnership to go with the camp kitchen for customers. Dont want to share too much best way or who to send a reach out idea"
X Link 2024-08-14T18:45Z [----] followers, [---] engagements
"Let me be very clear. If youre trying to take the train to LA why get off in Cleveland $ASTS is going much higher from here by [----] and the value potential is massive. This is a once in a lifetime stock opportunity. I am not leaving. This is just the start. $ASTS #IYKYK Keep on riding to the destination https://t.co/m6bnSPusi2 $ASTS #IYKYK Keep on riding to the destination https://t.co/m6bnSPusi2"
X Link 2024-08-16T02:58Z [----] followers, 16.9K engagements
"They would need to file a new prospectus which would likely spook the market also people would think they lied even though they didnt. And then lastly they need to clean the cap stack up and get the liabilities off the balance sheet. Also people can exercise their warrants right now only reason they havent is there is still time value to [----]. But so regardless they will add to the float either now or in [----]. Unless we are below $11.5 by then. So its somewhat irrelevant if they call them as it will dilute either now or in 2yrs"
X Link 2024-08-20T22:52Z [----] followers, [---] engagements
"@thekookreport @spacanpanman You forgot ATT delivers $20m after launch and Verizon $45m not likely far behind with the official commercial agreement"
X Link 2024-08-23T17:34Z [----] followers, [---] engagements
"Probably should change the headline as thats very misleading. VZ & AT&T are simply asking for SpaceX to follow the agreed upon rules. They are not derailing anything. It should be If FCC approves a SpaceX request it may cause harmful interference with AT&T Verizon & other networks"
X Link 2024-08-24T04:16Z [----] followers, [----] engagements
"@azurus11 Wow the first section highlighting the warrant liability on the balance sheet which is essentially irrelevant to anything especially the balance sheet. Besides just a bad looking number"
X Link 2024-08-24T21:15Z [----] followers, [---] engagements
"@Weissepfote @spacanpanman @thekookreport @AST_SpaceMob Looks like Polaris dawn was delayed until Friday with return on Wednesday the 4th. But pad SLC40 should be free after the Starlink launch later tonight. So that pad should be open"
X Link 2024-08-28T04:09Z [----] followers, [--] engagements
"@WAR527 @Sammy_the_Nose Gotcha ya I see that. Was just thinking if they have decent cashflow that refi should be easy to do. But thats where my knowledge ends and how banks/investors view that"
X Link 2024-08-30T13:38Z [----] followers, [--] engagements
"Think you need a little more research SpaceX currently does not have approval because the service causes interference (18% reduction in capacity) with regular towers which take priority. SpaceX is requesting a waiver but it may be denied. Meanwhile AT&T & Verizon already have their partner in @AST_SpaceMobile who can provide the service without causing interference"
X Link 2024-08-31T21:24Z [----] followers, [---] engagements
"Thanks for the response I understand the angle now and glad you included it. for sure things can change. The April of this year its actually as recent as the last week. Here is ATTs filing to deny based on harmful interference. Also from Rural Wireless association Verizon & Echostar. https://licensing.fcc.gov/myibfs/download.doattachment_key=30064172 https://licensing.fcc.gov/myibfs/download.doattachment_key=30064172"
X Link 2024-08-31T21:55Z [----] followers, [--] engagements
"@findiglay @KevinLMak Needs to be exercised by 9/27 or your warrants get liquidated at $0.01"
X Link 2024-09-05T13:09Z [----] followers, [--] engagements
"Good insight from @spacanpanman but I would like to add something This takes $ASTS cash +available liquidity to $900m. This basis is used for going concern & gives runway into [----] & allows them to accelerate long lead items & launch contracts right now without even using ATM $ASTS: A few thoughts on today. Yes the market is overreacting to an ATM being put in place where no shares have actually been sold. The company judiciously used the prior ATMs to raise capital at great prices in a smart manner and that's not going to change. From what I $ASTS: A few thoughts on today. Yes the market is"
X Link 2024-09-05T16:07Z [----] followers, 15.5K engagements
"Best to announce it here is my opinion. Had a good news and ramp yesterday. Will be forgotten about by next week and over shadowed by launch & good news. If they did it after launch there could be some fear in the market since they dont unfold for 30days. So may not have a positive post launch catalyst to recover for several weeks. Whereas right now it will be forgotten about by next week and launch and future guide will be all thats talked about"
X Link 2024-09-05T17:04Z [----] followers, [--] engagements
"@SylwanJohan For sure has gone up significantly. Near 6m shares short added in [--] days. $asts $ASTS: shorts very heavily pressed their positions last week increasing by 10.4M to 34.8M shares short from the previous week's low of 24.4M shares short. That's a 42.2% increase. 9/6 34.77M 9/5 32.97M 9/4 28.88M 9/3 28.49M 8/30 28.27M 8/29 25.84M 8/28 24.80M 8/27 24.88M 8/26 $ASTS: shorts very heavily pressed their positions last week increasing by 10.4M to 34.8M shares short from the previous week's low of 24.4M shares short. That's a 42.2% increase. 9/6 34.77M 9/5 32.97M 9/4 28.88M 9/3 28.49M 8/30"
X Link 2024-09-10T12:27Z [----] followers, [----] engagements
"Breaking SpceMob $ASTS news. I think Ive finally figured out who @CatSE___ApeX___ is and who he works for. He obviously works for the @NASAKennedy space center and designs their T-Shirts 🐱 🐈 #StayCurious #BlueBird1 #Spacemob"
X Link 2024-09-11T18:43Z [----] followers, 13K engagements
"Post successful launch waffles 🧇 🚀 Waffle House on Cocoa Beach Thanks @ATT for the invite $ASTS $ATT #ATT #Spacemob"
X Link 2024-09-12T12:15Z [----] followers, [----] engagements
"@MorganLBrennan @CatSE___ApeX___ @CNBCOvertime The dead of the night became quite bright Hope you can cover the next one live in person. Was a very cool experience"
X Link 2024-09-12T23:32Z [----] followers, [---] engagements
"When the warrant exchange is done the amount of warrants exercised will be material enough that new share count will be filed with SEC so we will know if they used it or not. I suspect they havent yet. Without using it the tradable (class A) is 165m. But the mob owns over 10m and insiders own over 25m"
X Link 2024-09-16T20:36Z [----] followers, [--] engagements
"@scott_m_powell @spacanpanman @KevinLMak Its the easy 5min short thesis DD. Stock up 800% with retail following filed $400m atm makes no money yet needs money to fund constellation launch just happened & no launches for months = sell the news Too bad they didnt do another 15min of research to see the other side"
X Link 2024-09-17T03:23Z [----] followers, [---] engagements
"@scott_m_powell @spacanpanman @KevinLMak Its likely to cost them dearly as other catalysts may materialize soon and the company may not even use the ATM - multi launch agreement/plan - fcc filings - DAs with Verizon Vodafone others - government revenue/contracts"
X Link 2024-09-17T03:26Z [----] followers, [---] engagements
"$ASTS @AST_SpaceMobile out with a brand new Insight/Blog post. This is a new form of media/PR that they havent used before. Nice to see them expand their media/PR Lots of new eyes looking for info in many formats. https://ast-science.com/2024/09/17/broadband-from-space-to-your-phone-ast-spacemobiles-ceo-on-the-future-of-direct-to-cell-connectivity/ https://ast-science.com/2024/09/17/broadband-from-space-to-your-phone-ast-spacemobiles-ceo-on-the-future-of-direct-to-cell-connectivity/"
X Link 2024-09-17T16:06Z [----] followers, [----] engagements
"@Seawolfcap Looking like at minimum $1.75b and likely near $2.25b/yr of EBITDA by end of [----]. Company currently at a $3.5b. Seems like a nice solid deal to just sit and wait on $GLNG to get there"
X Link 2024-09-18T03:08Z [----] followers, [----] engagements
"Yes high interest rate lots of collateral payments locked up and on top of that insurance. Company should have better options now and can retire that. And specifically call out doing that when preparing for the ATM. In addition to supporting near-term operational initiatives these additional cash reserves are expected to support financial efficiencies including the cash payment of interest under the Subordinated Convertible Notes and early retirement of the Senior Secured Credit Facility minimizing cost and dilution"
X Link 2024-09-27T03:27Z [----] followers, [--] engagements
"@BiggustheRoman When I looked at Blue Origin I have doubts on them having capacity next year. They had several contracts already booked that were supposed to launch in 2021-24. So Im guessing they are way backed up any idea I think [----] is SpaceX 4-8 launches then after that doors wide open"
X Link 2024-09-28T00:12Z [----] followers, [--] engagements
"@thekookreport Wow this has escalated all the way to the top. President of SpaceX meeting with head of FCC. Should get an answer soon but SpaceX trying everything they can to get that waiver means everything else hasnt worked yet I dont see how FCC could approve it with the interference"
X Link 2024-09-29T02:25Z [----] followers, [----] engagements
"@stocktalkweekly $ASTS and $GLNG - Golar"
X Link 2024-10-01T01:22Z [----] followers, [----] engagements
"@KevinLMak I think $JOBY has massive potential in the long run. Last month drove from Downtown LA to Disneyland and took 2.5hrs with a pissed off 3yr old. I would have paid a lot of money for that 10min flight. Lots of cases where I would use the service"
X Link 2024-10-02T20:02Z [----] followers, [----] engagements
"@Erdayastronaut This is great for these emergencies and only set to get better. Just wait until @AST_SpaceMobile is active next year. It will be completely seamless with your existing service and you wont even know. Full broadband data and voice"
X Link 2024-10-06T20:44Z [----] followers, [----] engagements
"@JWSPEED2 @SpaceX Their technology stack is way different from Starlink and started working on the tech years before SpaceX. Further they can launch also on Ariane IRSO Blue Origin ULA. So several options. But yes likely on SpaceX as do most of SpaceX competitors like Kuiper and OneWeb"
X Link 2024-10-07T21:41Z [----] followers, [--] engagements
"@Rick_in_Miami They are likely going to be launched in batches or [--] and the first ASIC will be unlikely to be launched on its own. But thats my opinion. And I think we are pushing [--] by end of [----]. Exciting times"
X Link 2024-10-08T20:22Z [----] followers, [---] engagements
"@BiggustheRoman @CatSE___ApeX___ @DragonMaxGoku @thekookreport They didnt care about the solar flare for the first one"
X Link 2024-10-10T06:29Z [----] followers, [---] engagements
"I dont need to check Im aware. So thats $23m/bb including launch of $60m so actual materials/manufacturing was near $10m/bb. Additional capex on these was invested to setup manufacturing lines brand new microns new in house thrusters etc. Economies of scale rapidly with the next ones going from 1/month to 2/month. Ordering 6x the amount of parts/base materials reduces costs. They just reaffirmed prior guidance ($16-$18m) on block [--] BB cost also. And again - these include launch. They have plenty of cash to launch 20+ in [----] and start the revenue funnel. The ATM gives them liquidity (without"
X Link 2024-10-10T06:45Z [----] followers, [---] engagements
"@no_privacy @defiantclient Looks like $ASTS should get approved swiftly if they meet all criteria. Cant wait to see it filed soon comply with all FCC Part [--] requirements for non-geostationary constellations offering Supplemental Coverage from Space ("SCS") services"
X Link 2024-10-11T04:30Z [----] followers, [---] engagements
"@spacanpanman Looks like $ASTS should get approved swiftly if they meet all criteria. Cant wait to see it filed soon comply with all FCC Part [--] requirements for non-geostationary constellations offering Supplemental Coverage from Space ("SCS") services"
X Link 2024-10-11T04:30Z [----] followers, [----] engagements
"Man Im not short or a bear was a genuine question how you get to the value. Trying to understand the thesis and share risks I see. Not sure why thats offensive. If its good then shoot id rather live in Santa Barbara than Bakersfield. I will add from a reservoir standpoint I dont see a path to CCUS the reservoirs have natural seeps out in Santa Barbra and not a rock solid trap"
X Link 2024-10-11T15:14Z [----] followers, [---] engagements
"@ConnectedSpaceM Turns out he didnt have $1m in his savings account to cover the tax bill from his large grants. Always gotta pay the tax man"
X Link 2024-10-12T16:15Z [----] followers, [---] engagements
"Great job @scottwisniews telling the $ASTS story. Showed confidence in the tech & plan. Excited to watch the team execute. Hopefully we hear more about the production rate & [----] launch campaign soon Sounds like the team is very focused on producing the BlueBirds $ASTS: @scottwisniews on Bloomberg Technology TV today. 🚀🚀🚀 https://t.co/5zKiWIIxBZ $ASTS: @scottwisniews on Bloomberg Technology TV today. 🚀🚀🚀 https://t.co/5zKiWIIxBZ"
X Link 2024-10-16T19:03Z [----] followers, [----] engagements
"The MNOs will be incentivized to get it to as many people as possible regardless of if they use it. Thats the beauty of it. The MNOs would prefer they add $5/month premium plan that most wont use vs $10 per use sign up. Because its recurring and they get half of it. Extra $2.5 per customer"
X Link 2024-10-17T19:46Z [----] followers, [---] engagements
"I guess we will see. Purely anecdotal but everyone I ask if they would pay $5/month or $60/yr to get the following every single person has said yes. [--]. Never have dead spots. [--]. Backup for when power goes out. [--]. Backup for during natural disasters. Its a no brainer at that cost for anyone along the coasts or in tornado or wildfire areas. Anyone with a family as a safety blanket. Or anyone that roadtrips or camps. But obviously thats my opinion and we will see. Even if say 30% of VZ/ATT (300m) signs up and only at $2/month only $24/yr to customer ($1 to ast) thats $1.2b/yr revenue at 80%+"
X Link 2024-10-17T20:36Z [----] followers, [---] engagements
"Why do you think they will need more [--] gives continuous coverage over the US and most of the globe. Anything added on from here will help with MIMO to increase capacity further. And again most wont be using it regularly/constantly besides in disasters. You will be able to way oversell capacity"
X Link 2024-10-17T21:03Z [----] followers, [--] engagements
"@ShowInvestment @raudi_882 @thekookreport @AKroksgard @nomadicTyler @ASTS_Investors @scottwisniews @technology Its 300-10000 users expected per beam not per satellite and each satellite will have [----] beams. So total users per satellite is between 750k to 25M concurrent users per satellite. The [----] is referencing cells/beams across the US not users"
X Link 2024-10-18T01:35Z [----] followers, [---] engagements
"@ShowInvestment @Theta_God @raudi_882 @thekookreport @AKroksgard @nomadicTyler @ASTS_Investors @scottwisniews @technology 300-10000 is the expected range of users per beam at any one time with acceptable service levels another way to interpret it is that each beam can support up to [-----] users and with [----] beams per satellite the capacity is 25m per satellite"
X Link 2024-10-18T02:34Z [----] followers, [--] engagements
"@spacanpanman @thekookreport @CatSE___ApeX___ I believe we got the next one appears [---] unfurl a couple hours ago. $ASTS 🦋🦅👀"
X Link 2024-10-18T06:11Z [----] followers, [----] engagements
"I have not been able to find the OISL description. Looked high and low for it. Possible its just not posted yet or its being hidden. I think I found the request it was under. Air Force SBIR x24.6 CSO The United States Department of the Air Force has identified [--] Operational Imperatives: Space Order of Battle; Operationally Focused Air Battle Management Systems (ABMS); Moving Target Engagement; Tactical Air Dominance; Resilient Basing; Global Strike; Readiness to Deploy and Fight. These Operational Imperatives are the critical operational capabilities and functions the Department of the Air"
X Link 2024-10-20T16:13Z [----] followers, [---] engagements
"@teslaturul @cyberprince_rwo What type of constellation are they going to have"
X Link 2024-10-21T14:43Z [----] followers, [--] engagements
"@thekookreport hope you are at the #BirdWatching desk. I get the feeling we are about to have our [--] final unfurlings very soon. BB005 & BB003 ready to leave the nest. Time to get the #BlueBirds lighting up the USA for $ASTS D2C testing 5600+ cells coming soon. 🦅👀🐈🧇"
X Link 2024-10-23T01:40Z [----] followers, [----] engagements
"Me over the last couple days. $ASTS #BirdWatching #BlueBird Credit: @kingtutcap"
X Link 2024-10-23T02:09Z [----] followers, [----] engagements
"@christankerfund Golar $GLNG count"
X Link 2024-10-23T14:04Z [----] followers, [---] engagements
"@scottwisniews Congrats Scott & Team Look forward to hearing more about all the exciting developments soon"
X Link 2024-10-24T01:05Z [----] followers, [----] engagements
"@scottwisniews @CarolineHydeTV @EdLudlow @technology @AST_SpaceMobile Great overview @scottwisniews and how AST is unique with the partnerships truly a Win Win. Excited to hear about the launch campaign / timeline for the 45-60 I need to block out my vacation time for the launches next year"
X Link 2024-10-29T01:18Z [----] followers, [----] engagements
"@talesftf We will see I dont think launch capacity is an issue. All on manufacturing for me. [--] sats is [--] F9/Neutron [--] vulcan or [--] FH/New Glen. F9 can delay Starlink launches to bring in revenue especially with starship close they will be willing to try Starlinks there"
X Link 2024-10-31T12:44Z [----] followers, [--] engagements
"$ASTS - they are in the best position they have ever been in. Fully cash on hand ($550m) to launch the [--] BlueBirds or more by end of [----] to start service. Time for them to execute & I expect to hear that plan on November 14th. https://www.reddit.com/r/ASTSpaceMobile/s/lQnYMtLpD1 https://www.reddit.com/r/ASTSpaceMobile/s/lQnYMtLpD1"
X Link 2024-10-31T19:12Z [----] followers, 18.7K engagements
"@forsuremaya I think this seems reasonable. Possibly can launch up to [--] in [----] (would be quite accelerated) but DB haveing only [--] launched in [----] seems low. I think theyll launch at least [--] in [----]. We will see"
X Link 2024-11-02T23:04Z [----] followers, [----] engagements
"@ASTSInvestors Dumb retail panicking on something that literally doesnt matter. AST execution on manufacturing and launch by end of [----] is all that matters now"
X Link 2024-11-06T09:40Z [----] followers, [---] engagements
"@Reformed_Trader Retail panic and worried about something that literally does not matter. All that matters right now is $ASTS execution and if the tech is as good as we say then it really doesnt matter"
X Link 2024-11-06T18:29Z [----] followers, [----] engagements
"@Reformed_Trader @Arifk69 They added 500k short today. Wonder if they cover before ER. The last [--] they have got wrecked on"
X Link 2024-11-06T21:52Z [----] followers, [---] engagements
"@kingtutcap Wonder what happened to them the last [--] $ASTS earnings calls & if it was painful. Obviously it cant happen for a 3rd time in a row right"
X Link 2024-11-07T15:35Z [----] followers, [----] engagements
"@EyeRollUSA No they arent right now in blackout"
X Link 2024-11-07T18:08Z [----] followers, [---] engagements
"@EyeRollUSA Because the standard is minimum 15day before earnings blackout period"
X Link 2024-11-07T18:38Z [----] followers, [---] engagements
"@corey407woc 85%"
X Link 2024-11-08T00:25Z [----] followers, [---] engagements
"@RklbsFan @RKLBMan Its likely with SpaceX for 4-6 launches in [----]. Maybe single launch with BO/ULA. Kuiper is behind DOD has missed windows rivada wont be using their [--] slots. There is capacity"
X Link 2024-11-08T05:48Z [----] followers, [--] engagements
"@TJTheWheelDeal If you are looking for an O&G play then go with one the cheapest but pays massive dividends in $PBR"
X Link 2024-11-11T02:19Z [----] followers, [---] engagements
"@thekookreport I choose #1 with Verizon and it happens this week"
X Link 2024-11-11T22:10Z [----] followers, [---] engagements
"@spacanpanman $ASTS bringing the dunks on Thursday Even the defensive player of the year wont have a chance. CHRISTIAN BRAUN DETONATION😱😱😱 GET TO ESPN FOR THE FINISH https://t.co/Pe6fT12h7o CHRISTIAN BRAUN DETONATION😱😱😱 GET TO ESPN FOR THE FINISH https://t.co/Pe6fT12h7o"
X Link 2024-11-12T04:55Z [----] followers, [----] engagements
"@EnergyCredit1 @nomadicTyler @kingtutcap They already said on the last earnings call they wont wait on BB6 to launch & unfold before pushing forward with more BB building and launches. They are all gas no brakes right now"
X Link 2024-11-13T03:28Z [----] followers, [--] engagements
"@defiantclient [--] sats in [----] is probably the high and bullish end. My expectation is at least [--] though"
X Link 2024-11-13T22:03Z [----] followers, [---] engagements
"@ConnectedSpaceM I estimate BB blocks [--] at 3x3m and think Neutron could only fit [--]. I dont think it makes sense to use them. Best option for $ASTS is New Glen. Can hold 8-12. Now just need BO to execute and get it launched"
X Link 2024-11-14T03:42Z [----] followers, [---] engagements
"Hey @NHL_On_TNT @StreamOnMax your stream of the @Avalanche game is broken. Watched the same faceoff [--] times hoping it makes it past"
X Link 2024-11-14T04:12Z [----] followers, [---] engagements
"Alright for $ASTS folks if you go back 24hrs ago. What launch capacity did you think they had booked for BlueBirds. Personally I was expecting [--]. Instead we got up to [--] With frameworks for more. I think its a massive de-risking while also opens a lot of other doors. [--] BlueBird [--] BlueBirds [--] BlueBirds [--] BlueBirds [--] BlueBird [--] BlueBirds [--] BlueBirds [--] BlueBirds"
X Link 2024-11-15T16:16Z [----] followers, [----] engagements
"@KingUncleIroh I dont think Amazon or BO would buy out ASTS the price would likely be in the $20-$30b range right now. But I absolutely could see a discloser soon of Bezos owning 5% of $ASTS. Now the deal is signed and disclosed so no MNPI"
X Link 2024-11-16T02:38Z [----] followers, [----] engagements
"@ATT @thekookreport @ATT is bringing a Mariah Carey Christmas Present"
X Link 2024-11-16T15:16Z [----] followers, [---] engagements
"@TommyDeepwater Great info thanks. Ya those two should be much quicker. Was mainly asking in regards to if an opportunity for $GLNG"
X Link 2024-11-16T16:02Z [----] followers, [---] engagements
"The 10Qs for awhile have said that a total constellation of [--] BlueBirds including the [--] Block [--] would be enough to provide substantial coverage in specific markets. Whether it actually ends up being 20BB block 2s or [--] total or [--] Block 2s I think is somewhat irrelevant as all should be around the same time and within [--] New Glen launch"
X Link 2024-11-16T19:10Z [----] followers, [---] engagements
"Not that they are directly related but look at $ASTS many thought was going to keep going and go to $50. Has traded down on good news and strong market so its totally possible for pullback gap existed on both. Warrant redemption coming soon for $IONQ. Its hard to time but many stocks that go up a lot regularly have 30-50% drawdowns on the run ups"
X Link 2024-11-27T03:10Z [----] followers, [---] engagements
"@FREESPEECH1017 Heading to Disneyland for Christmas in a couple weeks want to go to happy hour"
X Link 2024-11-28T03:46Z [----] followers, [---] engagements
"@FREESPEECH1017 Sounds like a date Thursday the 12th afternoon or Friday the 13th"
X Link 2024-11-28T03:59Z [----] followers, [--] engagements
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