Replies to post #17673 on Value Microcaps Junior Energy

[Bobwins]

Yeah, there's no easy answer. Nukes can't be brought back online quickly or cheaply(Germany you dummies)

There are no big new sources of natural gas to replace a huge producer like Russia.

They can probably crank up some old coal fired furnaces a little more quickly.

Winter is coming and Europe is going to pay thru the nose! Who's going to get reelected if nobody has heat in their homes.

We've redirected LNG from Asia to Europe but that's not going to last very long. Asia(China) is going to need that LNG to reopen their country and if there is a cold winter, LNG is going to fly.

[Bobwins]

Thanks for the tip Matt. Bought some SQZ.L today at 2.955 gbp. Had to chase it but it's a nice combo of European ngas prices/crisis and the chance for some upside if they hit their exploration well in Q3/4. Hedging is declining too. Wish they reported quarterly but that's part of investing overseas.