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From my research the industry is primarily managed by the big integrated oils like $XOM and $RDS.A.
But they need sub players to handle a lot of the logistics. That is heavily fragmented. With vertical integration you can increase efficiency and value prop.
$TVOG According to a new market report published by Persistence Market Research, titled “Global Market Study on Bitumen: Paving Grade Bitumen to Hold Significant Share during the Forecast Period, 2016 – 2022 ”, the global bitumen market is estimated to reach US$ 94,748.2 Mn by 2022.
$TVOG According to a new market report published by Persistence Market Research, titled “Global Market Study on Bitumen: Paving Grade Bitumen to Hold Significant Share during the Forecast Period, 2016 – 2022 ”, the global bitumen market is estimated to reach US$ 94,748.2 Mn by 2022.
From twitter: Significant growth forecasted in #Bitumen (#Asphalt) market. CAGR 3.4%. http://www.lanews.org/bitumen-market-to-expand-at-a-cagr-of-3-4-between-2026-and-2022/
Solid industry growth #Bitumen
Seems like we have a lot of updates to look forward to beyond this initial close PR.
Management appointments, name change, audited financials, up list, M&A.
Great due diligence appreciate you sharing and joining the board. Would seem there is a lot of upside potential for this company.
Thanks for the additional DD. Reads pretty good!
$TVOG on 8K News rated buy @ American Bulls:
https://www.americanbulls.com/m/SignalPage.aspx?lang=en&Ticker=TVOG
Signal Update Our system’s recommendation today is to BUY. The pattern finally received a confirmation because the prices crossed above the Stop Loss level which was at 0.0139
$TVOG rated buy on 8K News @ American Bulls:
Signal Update Our system’s recommendation today is to BUY. The pattern finally received a confirmation because the prices crossed above the Stop Loss level which was at 0.0139
https://www.americanbulls.com/m/SignalPage.aspx?lang=en&Ticker=TVOG
$TVOG rated buy by American Bulls:
Signal Update Our system’s recommendation today is to BUY. The pattern finally received a confirmation because the prices crossed above the Stop Loss level which was at 0.0139
https://www.americanbulls.com/m/SignalPage.aspx?lang=en&Ticker=TVOG
$PAA Plains All American stock has underperformed this year, dropping by almost 38% on a year-to-date basis, including a 10% drop seen in the last two months.
By comparison, its MLP peers, as measured by the ALPS Alerian MLP ETF (AMLP), have fallen 16% this year. Plains All American delivered a poor performance in the first half of this year and slashed dividends significantly.
But now, I believe the MLP is sitting on a firmer financial footing. The company has already shown the first signs of a turnaround by growing its earnings and DCF and will likely continue moving this way in the future.
Plains All American (PAA) looks well positioned to continue growing its earnings and distributable cash flows in the future. The company has already started to turn around, as evident from its latest quarterly results. However, I believe Plains All American stock is not a buy yet, even though the MLP’s units are hovering near 52-week lows of $18.38.
$PSX The USGC Petrochemicals Project is Phillips 66's single biggest investment. With a 50% share in this joint venture, this is a $3 billion investment. Its completion, which is expected either this year or early next year, is what I believe is ultimately driving share prices up.
$PSX I’m buying: The USGC Petrochemicals Project is Phillips 66's single biggest investment. With a 50% share in this joint venture, this is a $3 billion investment. Its completion, which is expected either this year or early next year, is what I believe is ultimately driving share prices up.
Based on 2017 earnings, Phillips 66 trades at 30 times trailing earnings. That, however, is primarily due to low refining margins. The company's average price-to-earnings over the course of its life is just over ten times trailing earnings. This is due to good better refining margins in previous times, and so, it would not be accurate to call Phillips 66 "expensive" - at least not for that reason.
For the past few quarters, Phillips 66 has been spending well above its cash flow. Year to date, it generated $2.6 billion in cash flow from operations and distributed $2.2 billion to shareholders, with another $1.3 billion in capital expenditure. Stripping all else out, the company therefore burned through $900 million in cash this quarter.
Refining is a volatile business. Margins can, and do, fluctuate all the time, and so Phillips 66's earnings can be lumpy. Such was the case this quarter. Refining margins expanded, which led to much higher earnings year on year. Historically speaking, refining margins in 3Q 2016 were pretty low.
I think an above average yield should help Newmont Mining in luring some investors which may have a positive impact on the stock.
The company has said that it will increase dividends by “at least 50%” in 2018, thanks to the solid performance of its assets and improvement in the balance sheet.
The company will likely provide additional details on the new dividend and the payout policy in February. On an annualized basis, the company has been paying a dividend of $0.30 per share which translates into a yield of just 0.84%.
But a 50% increase could push the yield to a more respectable 1.25%. By comparison, most of the major gold miners pay a dividend of roughly 1% or lower.
Newmont Mining will be returning excess cash flows to shareholders by hiking dividends.
$NEM delivered a blowout performance this year but I believe it might underperform in 2018 as its growth story gets a bit murky.
I read it as the 2 are the first to transfer. The additional vessels, said to be around 6 additional are to bolt on to this.
The closing conditions are forth coming, as outlined in PR including namely transfer of assets and appointment of new board of directors.
BBG and Fifth Creek each will become subsidiaries of a newly formed, publicly listed holding company; BBG stockholders will exchange their shares for the new company's stock on a one-for-one basis, and Fifth Creek's current sole owner will receive 100M shares of the new stock.
BBG says initial 2018 plans include operation of three drilling rigs on the combined acreage with anticipated 2018 production of 11M-12M boe (~65% oil) and capex of $500M-$600M.
$BBG Bill Barrett (NYSE:BBG) -8.9% after-hours as it announces a merger with Fifth Creek Energy Co. in a deal valued at $649M, creating an E&P company focused on oil-weighted rural areas in Colorado's DJ Basin
$BBG Bill Barrett (NYSE:BBG) -8.9% after-hours as it announces a merger with Fifth Creek Energy Co. in a deal valued at $649M, creating an E&P company focused on oil-weighted rural areas in Colorado's DJ Basin
$SCG - Scana (SCG +2.2%) is moving higher on rumors that the company is about to be sold, possibly to NextEra Energy (NEE -0.1%), the Florida-based company that is said to be submitting a serious offer to buy South Carolina's state-run energy utility Santee Cooper; meanwhile, SCG’s natural gas assets reportedly would be sold to Dominion Energy (D -0.3%).
Callon Petroleum (NYSE:CPE) selects Jim Ulm as its new CFO, effective Dec. 11.
Ulm has 30-plus years of experience in the energy industry, most recently as founder and managing partner of New Vista Energy Partners, a private E&P company focused on the Permian and Anadarko Basins.
Interim CFO Correne Loeffler will retain her role as the company's Treasurer.
$BP - The Zohr gas field offshore Egypt will come online by the end of December, marking the completion of what BP (BP +0.7%) calls one of its biggest years ever as it shifts from crude oil toward cleaner-burning gas projects as a result of the 2010 Deepwater Horizon tragedy.
BP routinely ran over budget and behind schedule on projects through 2010 but has since become a leader in keeping project costs below budget and finishing on time, says Dave O'Connor, head of BP's Global Projects Organization.
BP completed seven major projects this year, in Egypt, Trinidad and Tobago, Oman, Australia and in the U.K. North Sea; out of the seven, only the North Sea expansion is focused on crude oil.
The Zohr gas field offshore Egypt will come online by the end of December, marking the completion of what BP (BP +0.7%) calls one of its biggest years ever as it shifts from crude oil toward cleaner-burning gas projects as a result of the 2010 Deepwater Horizon tragedy.
The company has stated it is posting its audited financials to SEC. This 8K is the first of them. You can’t post to both OTC and SEC during transition. Check out yourself by calling OTC if needed.
Difference here is company did what they said. Looking at your posting history you are chasing around mostly tickers that are heavy dilutive. Probably because you followed someone to this stock via their posts. Maybe you were told something and it didn’t happen and you became a bag holder. Listen we get it 90% if these are junk. But $TVOG is a stand alone deal none of the others connected nor would there be. So maybe just give it a chance before you judge it.
It’s nice to see a company follow through. They partnered with bank in April. Now they closed in December a very positive deal. Thanks for pointing that out.
$BHGE The total U.S. rig count increased by 2 to 931, rising for the fifth consecutive week, according to Baker Hughes' latest weekly survey.
The oil rig count rose by 2 to 751, while the gas rig count held steady at 180.
$UWT The total U.S. rig count increased by 2 to 931, rising for the fifth consecutive week, according to Baker Hughes' latest weekly survey.
The oil rig count rose by 2 to 751, while the gas rig count held steady at 180.
$UGAZ The total U.S. rig count increased by 2 to 931, rising for the fifth consecutive week, according to Baker Hughes' latest weekly survey.
The oil rig count rose by 2 to 751, while the gas rig count held steady at 180.
$BHGE The total U.S. rig count increased by 2 to 931, rising for the fifth consecutive week, according to Baker Hughes' latest weekly survey.
The oil rig count rose by 2 to 751, while the gas rig count held steady at 180.
$CVX Chevron (NYSE:CVX), Valero Energy (NYSE:VLO) and Delta Air Lines (NYSE:DAL) have complained to the FERC about fees Colonial Pipeline charges to ship gasoline, diesel and jet fuel over its vast fuel network.
Chevron (NYSE:CVX), Valero Energy (NYSE:VLO) and Delta Air Lines (NYSE:DAL) have complained to the FERC about fees Colonial Pipeline charges to ship gasoline, diesel and jet fuel over its vast fuel network.
Very interesting thanks for the share.