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[@electricBAU](/creator/twitter/electricBAU)
"@cycle_strategy $XES is the lame duck 🦆 way to play $RIG + $FTI + $VAL + $TDW + $SDRL Probably works okay over the cycle"  
[X Link](https://x.com/electricBAU/status/1970859535477997922) [@electricBAU](/creator/x/electricBAU) 2025-09-24T14:35Z XXX followers, XXX engagements


"@R_o_d_C @AlboMP @TheAusInstitute @MarkOgge What about project financing do you find confusing You pay income tax after youve used up your carry-forward losses. Conoco spent billions building LNG projects of course theyre not paying income tax yet. This is first year uni accounting ACCT1001"  
[X Link](https://x.com/electricBAU/status/1974771707392172449) [@electricBAU](/creator/x/electricBAU) 2025-10-05T09:40Z XXX followers, XXX engagements


"@respeculator $NHC.AX = XX% FCFY + $800m cash current MCAP $3.7B"  
[X Link](https://x.com/electricBAU/status/1958023614571086239) [@electricBAU](/creator/x/electricBAU) 2025-08-20T04:29Z XXX followers, 9644 engagements


"@C601kraken @PRHetherington @labourlewis @TheEconomist Well you technically could. The limitation is inflation. Its been strongly debated in the USA many times"  
[X Link](https://x.com/electricBAU/status/1979908615600259576) [@electricBAU](/creator/x/electricBAU) 2025-10-19T13:52Z XXX followers, XX engagements