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Re: Squiggleburp post# 30403

Saturday, 11/13/2021 6:34:43 PM

Saturday, November 13, 2021 6:34:43 PM

Post# of 42232
Thanks for sharing, Stink. The other attribute about Brasil that I felt was meaningful is the ability for MX to create their own arbitrage market for Nat Gas. For example, they'd be in a sweet spot right now if they had filled Brasil up a year ago. 2X, 3X, or 4X their asset value in a year - just like Bitcoin! That leverage would also change the negotiation dynamic going forward, whereas the VeraCruz cavern will still leave them in a very vulnerable position. I'm not from the industry so this could be way off-base, but it was part of the thesis for my investment.
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