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I am not referring to your comments I am referring to my opinion that you play the long short game and if you don't you are not as clever as I thought you were,
Take care.
Missed that one, China doing it's thing but it is what it's thing, they did the same hustle and jive with iron ore, the ENTIRE world need copper and in amounts they can never keep up with by the time Florence is on copper will be $10 per pound that is just reality and if that crazy Peruvian govt does what I hope they do (as Venezuela did and nationalize) will be here far quicker than that.
New president is president there in name only, there is a stone cold lunatic Cuban educated Marxist behind him. He couldn't run because he went to prison for corruption so cannot run, which is odd I thought in SA that was a positive to run for office similar to the Democrat party here.
He has stated and wrote the parties manifesto two goals, nationalize and make laws so that they (Marxists) stay in power "forever" (his words)
Peace out
Don't sweat it.......................................... this is chess not checkers
Peace out.
If you went through the ER segment by segment Y/Y you would see it looked disastrous but it wasn't. Write downs were abound but if one can step back and see the forest not the trees, they know.
That doesn't mean this will not be a played with, screwed with stock this summer etc because it will that is the nature of the game trying to get back up the hill one so easily rolled down, but it's happening.
I hold my long and flip the bottom and will continue to do so keeping the shares that are free each flip and adding them to the long sack.
Keep and eye on the rig count not just the up in rigs but the Y/Y count,
if one looks the number to the far right is the Y/Y count and through Q1 they were for the most part down even Y/Y up until a certain point at April 30th, that is the key because the water is going to be the thing.
Now numbers for 2/3 the Q been over last years and they keep on rising by Q3 gonna be like shooting fish in a barrel.
They were down Y/Y up until that week now it is closing in on double Y/Y long term that is the thing that will help beyond all others, and divesting out of BS that has shakey future and never really paid off like the Sawtooth. They made some decent money on it for few years, but now was the time to do the "give three steps, give me three steps mister just three steps towards the door."
I like the little hidden NGL pipeline they added March 31st and Poker Lake is/will also be a very significant factor. Aren't going back to $10 let alone even $8 for 2-3 years IMHO until debt is sufficiently taken out and divies can be given again but IMHO $5 things keep at this pace $5 by Xmas is like taking candy from a baby.
It's all about the water, everything else matters, but the water is what will float them back to the $5 range. IMHO
https://www.aogr.com/web-exclusives/us-rig-count/2021
Peace out.
That isn't gonna happen we know that, but, I think they may be able to get to 25% EV vehicles by 2040-50 you and I both know, they NEED the infrastructure first the US is VAST in area and to increase the grids to cover it is going to take an eternity as everything with the govt does.
Why do they always make such bold predictions, timelines, like CA and MA saying by 2030?
I want some of what they are smoking because mine just isn't that good.
Copper is king and oil/ng use as it has every year will rise, notes much as it did, but, it is a long long long way from every being done, other thing they need to do is wean themselves off the air travel teat, which i just don't see happening in this overly spoiled world, especially the millennials, Gen X-double Z's spoiled rotter "me me me me and what about me" mfers that they are.
I probably would love to have a beer or two with you and chat one day, it will never happen but I just know you don't believe all the BS you post, you have to be a bit more rational in your thought, okay as I said other post, take care, hope you and yours have a great sumer!
Peace out.
You and I both know that you are playing both sides of this fence, which is fine, make that money I actually have my fingers crossed that they can do a quick dip to 1.85-1.95 don't know if I will get it though, the oil price, rig counts, now divesting out of things that really didn't pay off as well as they hoped while still keeping a foot in the door so they can take out more debt, is plucking my nerves because I feel that under $2 load up I am dreaming of slipping away.
But, we both know $5+ by Xmas as long as things continue as they are in all aspects.
Seriously all jokes aside, hope you and yours enjoy the summer, take care.
Peace out.
Like I said. Peace out.
US oil, gas rig count climbs 4 to 547 as Permian drilling hits 13-month high
Highlights
Oil rigs up 1; gas rigs climb 3
Permian rigs up 7 at 244 (NGL's backyard)
Peace out.
Well of course thus the $2 price tag, but for me now, it is a growth stock as the debt gets taken out revs rise back up and most importantly water usage goes up thus their #1 cash cow division's revs/EBITDA goes up.
Dividends double digits are way down the road, but, gradually price increase (legging it up steady) is the "new normal" for this going forward. It is going to be like any other stock in its position, "show me the money (EBITDA rising)" and "show me the debt decreasing" kind of deal and with not having to lay out that $240 mil a year in distribution and throwing that at the debt while having cut capex to the bone to throw more at the debt by way of buying it back at a discount, it's more than enough for me.
Not really a dividend guy, I can get 10-15% on my money 30 times a quarter on 30 different trades, i don't mind the extra cap gains. This is like any other undervalued play where all it is going to take is time, I got that, no problem. Each leg up I can sell a little bit getting my money out making what's left cheaper until 1-3 years down the road when I am selling the second half they do get those nice cap gains tax rates.
As mentioned before I am looking forward to the increase in revenues and thus EBITDA in the water division from Poker Lake I think this could be the thing that covers some of the Oil Logistics divisions reductions in revs/EBITDA from XOG cut back.
I have never been a fan of the oil log. end not enough money in it, revs yes but profits from it did nothing to curl my toes, thus why I never invested in NGL long term as you and everyone who followed this before knows I was 50-60K block in and out during ER/Distr. period was an easy trade.
For me with a $300M market cap with debt sorted nothing due until 2023 they have the time to whack away at that and as that happens the price shall rise and as revs etc return to pre covid levels or anywhere in that neighborhood even a few streets down initially it will still raise the price as the market cap is ridiculous.
Peace out
Hope that was a convaluted as my normal posts are, not really the writing type.
And byt the way I like that the big kids are doubling down, many of them in the recent reporting March 31 institutional holdings report, I like when they are in the sandbox they keep the ruffians at bay.
Old news who cares it's meaningless son. You have a great day no need to reply to me, can just post what you wish to all.
I called it going to $14 months before anyone else and then told all I was out for good in the $12 range as things IMHO were getting ready to go terribly wrong in terms of XOG.
Now I am in like Flynn again and me and the boys at the CC are good with loading it again as all signs now point north.
I think I said that it had a few years to go before it would be $10-12 again paying a dividend so why one would wish to grasp at that old straw is beyond me but you do you.
I just know one thing it is coming out of the basement and will be residing on a another floor here soon and sooner than you think chuckles. Here is one for you sweetheart since we are going to look at old things, lets look at one that matters shall we, and I have even more in my bag of tricks to show you if you wish.
February 9th............... Announcement of a global settlement agreement with Extraction which, among other consideration, provides for: (i) a new long-term supply agreement, which includes a significant acreage dedication in the DJ Basin, and retains Extraction’s crude oil volumes for shipping on the Grand Mesa Pipeline; (ii) a new rate structure under the supply agreement, with an agreed upon differential plus an increase in the rate when New York Mercantile Exchange (“NYMEX”) prices """exceed $50.00 per barrel"""; and (iii) the receipt of $35.0 million from Extraction as a liquidated payment for the Partnership’s unsecured claims
I could be wrong but that $50 needed for an increase in rates (revs for NGL) is has was and will continue to be the case. If you wish I will extrapolate and give another dozen reasons why revs will be up and will grow exponentially in the coming weeks/months/quarters ahead.
Don't just sing that same old the dividends ended and throw up 2020 Covid/XOG BK song and dance, we are all gonna know in less than a week.
$10+ is a long way from being a reality again but living in the $2 sand box that is getting ready to end.
Peace out.
Going to start loading this up, will be a few years before it hits $10-12 again but will be $4 soon enough.
Oil up
Rig counts climbing by the week
Frac spreads rising by the week
No brainer.
Peace out.
Well
Copper have a rock solid $5 per pound by mid-June
Peace out.
Like I was saying....
Copper hitting 4.70's
Tutes ownership up to..... Institutional Shares 50,153,392 - 17.71% and loading still.
https://fintel.io/so/us/tgb
Peace out.
I am so sorry your mom dumped on your head when you were young.
Dumped into the news, what news happened yesterday.
I have two words for you kid Genius Brands, tick tock son.
Thanks, been a while since I was so pumped on a oil stock, this one just ticks every box.
Peace out.
Like taking candy from a baby more than double the wells YoY and double the oil price, winner winner chicken dinner.
Peace out.
I agree, take care.
Peace out.
$TGB
Today shares to short availability 550,000 began the week with 2.3 million with the borrowing fee going from 1.82% yesterday to 2.89% yesterday.
Elapsed Timestamp Short Shares Availability
33m 2021-01-28 04:31:50 550,000
Elapsed Timestamp Short Borrow Fee Rate (%)
33m 2021-01-28 04:31:50 2.89
Tutes continue to load
Q2 21.56 mil held
Q3 25.98 mil held
Q4 31.58 mil held
We will be taking those as well as any more weak ones and locking them up at $4+ we don't use margins, stop losses or flip we hold LONG as this is a main street investment "real" not hype, one that you can sleep at night with no worries, future is insanely bright.
https://www.nasdaq.com/articles/china-is-using-its-currency-to-stockpile-copper-and-grains-2021-01-26
A snippet from that article, read the entire thing it's worthwhile ...... ""Regarding copper, the world is facing the prospect of built-in, long-term supply shortages even as demand ramps up to never-before-seen heights.
As we have said before in these pages — on July 20, 2020, we explained why “Copper is Heralding a Rise in FDR-Style Public Works Projects” — the world is about to embark on a wave of ambitious infrastructure projects in an effort to get past the pandemic slump.
The U.S. is likely to lead the way with a multi-trillion-dollar infrastructure package, but other Western nations, like Germany and the U.K., are likely to follow suit.
At the same time, the “green industrial revolution” now taking place — a process in which electric car-charging stations vie with gas stations, solar panels see exponential uptake, and millions of homes and businesses are retrofitted for energy efficiency — will demand vast amounts of copper.
That is good news for the world’s copper miners, but it is also bad news because they are nowhere near prepared. The mining business is highly cyclical, and the world’s miners come into 2021 with significant cutbacks to their production budgets.
Global mining investment has been depressed for years — it is roughly a third of the levels from five years ago, according to commodities research firm Wood Mackenzie — and is not expected to rise in 2021.""
(That is except for $TGB who has been going through getting their next project Florence ready and the secured note taking out the 2022 note that was due in 2022 at 8.75% is due 2026 at 7% and they got the excess cash to go forward with Florence alone with the excess EBITDA that copper prices now and in the coming year(s) will provide.
EBITDA 2019 C$51M
EBITDA 2020 C$105-110 million (projection by company a week ago will find out for sure February 11th CC/ER
EBITDA 2021 C$200 million (Projection for 3.60 copper it rises EBITDA rises and the entire world knows it's gonna rise and keep on rising)
Florence when permitted in the coming months (projected 1st H2021)
Can go ahead and finish construction of plant to process, and it will be the lowest cost copper mine in the world $1.13 per pound (Gibraltor mine they have now $1.80 per pound) doesn't take a rocket scientist to figure those numbers out with copper price now and in the coming years.
Florence Copper awarded state permit for full operations
Dec 10, 2020 Updated Jan 18, 2021
https://www.pinalcentral.com/florence_reminder_blade_tribune/news/florence-copper-awarded-state-permit-for-full-operations/article_d6b351be-e1bd-5bdd-abbb-af1f47354a87.html
https://www.tasekomines.com/properties/florence-copper
"Once at full tilt, Florence is expected to produce an average of 85 million pounds of copper per year for 20 years, beginning in late 2022."
http://www.sbwire.com/press-releases/copper-wires-market-to-witness-huge-growth-post-covid-furukawa-diehl-group-mitsubishi-materials-1325154.htm
A snippet, entire article worth the read ""Any price pullback to $7,600 should be used to build longs. We expect copper prices to reach $9,500 by mid-2021,” analysts at UBS said.""
Soon we will have them all note closes February 10 and ER/CC February 11 hitting and the Chinese Lunar New Year celebrations will be ending, causing the momentary rest copper futures are taking to come to an end as it will climb higher this year and the years ahead.
Put plainly it's a no brainer.
No need for any Einstein's to post me with their words of BS wisdom, I shall neither read nor respond to you, you don't know me, you only think you do, that's your first mistake.
.Peace out.
Wow still in this, hope you are doing well with it, no doubt you have, well done. Take are.
Peace out.
$TGB $400 million at 7% down from 8.75 and due in 2026 not 2022
I think they are gonna take Florence on alone, have to read through it, but that lowering that interest %
note due 2026 not 2022
January 27, 2021 - 2:30 pm
VANCOUVER, BC, Jan. 27, 2021 - Taseko Mines Limited (TSX: TKO) (NYSE American: TGB) (LSE: TKO) ("Taseko") today announced that it has upsized and priced an offering of US$400 million aggregate principal amount of Senior Secured Notes due 2026 (the "Notes"), an upsize of US$75 million over the amount previously announced. Interest on the Notes will accrue at an annual rate of 7.0% payable semi-annually, and the Notes will be issued at par. The offering is expected to close on February 10, 2021, subject to customary closing conditions.
Taseko intends to use the net proceeds from this offering, together with cash on hand, to redeem all US$250 million aggregate principal amount outstanding of its 8.75% Senior Secured Notes due 2022 (the "Existing Notes") (including accrued interest), to make capital expenditures, including at its Florence Copper project and Gibraltar mine, as working capital, for general corporate purposes and to pay fees and expenses in connection with this offering.
Indeed they shall. EOM
He will guide you, he is the stock whisperer
Will look TGB may be too late your question was a bit ago, but, you know me its all about the longer term, the ones you can sleep at night with.
Agreed, the pregnacy thing is groovy will be able to fund operations, the pop bottles of Crystal the STD, then its lights out ladies. Retire after that.
As I always said............................................................................................................................................................
Damn, got my azz slapped down the hood ho that tried to hold out $$
It is what it is. Want has nothing to do with it, the story has already been written. Not to be vague but I just don't like chatting on here, pretty much let it go by the wayside, there are so many far more astute people than myself that know everything, so why bother. I am a nothing they are the kings of the world,
I am a nothing and should be ignored.
Peace out.
Tick tock ladies.
As I was saying.
I know i am the one your mother warned you about, that SOB never forgets a thing, it is what is is, juvenile done 110-125% increase revenues from hospitals, the emergency preparedness contract never needs fact
As I said many months ago
We already won the game, we are just waiting for the final score.
To be honest, if all were govt, etc this is... never mind all know I am tired of explaining.
Peace out.
Been here all the time melody, just not into the drama thing too much, beginning okay, and now stepped in for a moment just to point out reality. Nice to speak with you.
Peace out
Blew me away the #1 again #1 of this companies revenue jump is heading this way and people talking about Japan, its nice, but nothing like what the big kids been waiting on.
What makes it so attractive in juvenile rhealm as well is already sales team, already customers, already doctors been using it (compassionate use) govt contract nice jolt to bank, normally this happens takes a bit, not here, Its not seond coming but, its not oh Japnese thing delyaed Covid sucks, juvenile approval worth 5-6X that just revenue maybe more.
Just to have people who I know are long and I speak with and thats reality, IMHO. Its a time game but anybody who has half a brain in the real game already been watching this for a long while. We are but pawns in the real longterm game.
Just relax all this RS means goes to zero shit is BS with this one, thats a fact.
NP, but I hope everyone understand the main gigi is 55%+ more hospital visits by prospective patients juveniles, we been giving for compassionate use. So write from the jump as hospitals are already approved to buy/use ReCell revenue doubles the thing that makes even more tasty is the long game (govt emergency contracts) but make no mistake the #1 all KNOW revs more than double the day juvenile approval happens and traders can do whatever but the bringing of the $$ up IMHO was to take many out of the game, big kids want to run this show IMHO
Think of it the largest customer base is getting ready to be approved, but yeah the emergency preparedness has that long long term tutes like, let something just sit and do its thing
NP, I just wanted to come in and like say "hey, the real thing/things yeah why those tutes are loading, why they went through coming to the US, Yeah Japan approval okay, but that for medical thing the cosmetice thing still good, Olympics still happening, but the real thing things that "everyone knows" or should, juvenile approval,110-120% increase in revenues just from hospitals/burn centers then the recurring orders there is an expiry_ on (already approved I post a year ago) nuclear regulatory etc just waiting on juvenile for emergency preparedness, it can be used for anything, but, from what I have found that is how it will be categorized as a standing item, for nuclear burns, but, obvious used any tragedy.
I think the govt contracts IMHO are the real tasty tidbit for tutes they like the market now/future for ReCell but givt contracts that never end, well you know.
Japan yeah okay is slow down, with the covid, the big prize the #1 prize of all, game changer juvenile approval, forget about it.
Don't be trying to hold a funeral, we all knew was time with juvenile approval and that is drawing near and thats when its checkmate
I had made a post, got lost half way through apologies.
But in short, said from beginning last year hear and Hot Copper US will take this company, simple look at facts and more importantly directors/chairman of the board and exact line up, future was right their on the wall, juvenile approval, one thing that is good in a way with this covid/market thing, gives one time to forget the most important milestone coming up. Juvenile approval, should have been done from the jump, a little politics there IMHO.
But if I remember correctly 55%+ burns/scalds etc of RCEL's target market is juveniles, as well the biggie a long (as long as they get) contract starts with juvenile approval stocking RCEL for emergency preparedness, (nuclear burns and others) with the size of the contracts and the shelf life that adds 100+ mil a year. Everyone should relax, everything is falling into place, juvenile approval on just that alone with hospital used revs double, then add in strategic emergency preparedness stockpile. Then Japan which got a back seat along with Olympicc with covid nonsense, yeah marker sucks but whileyou think of that juvenile approval (which will literally double company value) draws closer just chill out and quit thinking about it as a trade, everything is happening as it was supposed to (except covid)
Definitely its not only this product which they are going to aggressively promote worldwide in July/August but it is also the next product in the pipeline.
https://www.biospace.com/article/releases/evofem-biosciences-completes-phase-2b-amprevence-trial-of-amphora-for-prevention-of-chlamydia-and-gonorrhea-in-women/
The numbers there are staggering, just in the US then when the numbers are extrapolated to the world at large, have a winner already in Phexxi, but, I think more than myself see this as a winner winner chicken dinner opportunity and agree that will end in buyout when that horse it let out of the barn.
Always happens with smaller biotechs especially when they have a number of winners in a sector of the market. Bigger companies can cut costs in every aspect which is why they gobble up these smaller players.
Peace out
$EVFM The 13G/A was informative this tute started selling after FDA approval and last sale was June 4th in the 3.50's so for me was non issue seeing some with the "why are tutes selling if it is so great" I have to scratch my head. Well they "sold then because FDA approval and like most traders they know offering coming to commercially launch. This is just being played with and accumulated, everyone and their brother knows the game this has truly insane potential and even Everyday Health knows as well as the other multitude of articles etc. this is a big deal, and the possibilities are "endless" How many woman are in the world? Nuff said. We have been discussing it in great detail in our investment group and may not be able to do what the little blue pill did for Pfizer but it very well could. Sky is limit actually IMHO. This will be one they try and compare others too, "can be the next EVFM" watch...................will be epic.
The game has already been won, we now are just go see what the final score ends up being.
Peace out.