Koil Energy Solutions Inc. (KLNG)

[inflationista]

i think that with all the one time expenses and fees they showed during 2Q the 3Q should reflect the clean balance sheet and 3+4Q combined will outperform the dahlman expectations -

these last two quarters have been previously PR'd to indicate delivery of some contracted goods, and the cameras have certainly shown production - i would not be surprised to see 3-7 cents EPS for the next two quarters combined -

additionally, depending on the new regime's international policy and tax plans, we could see the earnest move to repatriate oil production to the gulf of mexico -

the large producers should be flush with cash off the recently high and latter-day run-up in the cost of oil per barrel -

IMO - commodity based ethanol solutions have been exposed and it's too soon for any measurable, producable green technology to step in and finish oil off -

2030 before that becomes a major concern, IMO -

coal/combined cycle power plants give way to nuclear and to a much lesser extent wind farms - 2020

oil and distillates give way to batteries and solar - 2030

efficiency of product will be the intervening continuation of demand discount, but the ship doesn't turn on a dime -

IMO, IMO, IMO