Posts by SovereignMan@bitcoinhackers.org
(DIR) Post #AST5bkYxALLN4tzVPk by SovereignMan@bitcoinhackers.org
2023-02-08T11:31:04Z
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Geopolitical risk of Colombia is seeing its valuation languish (like $EC and other players), but its call option on a probable massive Guyana discovery is being completely ignored.That's the asymmetry I like in an investment. Happy to keep accumulating while they drill.3/3
(DIR) Post #ASTYiuMI2c7U9mpj4C by SovereignMan@bitcoinhackers.org
2023-02-08T16:57:18Z
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Explaining what has long been evident to anyone with two brain cells to rub together. https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream?utm_campaign=post
(DIR) Post #ASY3zhRfBEQwF0fnSS by SovereignMan@bitcoinhackers.org
2023-02-10T21:06:32Z
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So a government bureaucrat states the policy of the department he works for is successful. Shocker. ---RT @OilandEnergyThe Russian oil price cap mechanism is still meeting its objectives, a G7 price cap coalition official told Reuters on Friday https://oilprice.com/Latest-Energy-News/World-News/Russian-Oil-Price-Cap-Is-Meeting-Objectives-G7.htmlhttps://twitter.com/OilandEnergy/status/1624141910276247567
(DIR) Post #ASZPqKoKUNVxiI48PI by SovereignMan@bitcoinhackers.org
2023-02-11T12:46:03Z
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Russian government moving into #Bitcoin mining directly. Game theory means other governments will inevitably follow https://www-rbc-ru.translate.goog/crypto/news/63e357699a794789f0cd1caa?_x_tr_sl=ru&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
(DIR) Post #ASbRmv7Y8TeROQTWjY by SovereignMan@bitcoinhackers.org
2023-02-12T12:17:16Z
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This is the reason I invest in $CNOOC - same valuations as the out-of-favour South American producers, but less risk with domestic and more globally distributed production. They also see the writing on the wall and have their few remaining assets in the west up for sale. ---RT @InvestRoissThis is the reason why I invest in $PBR and $EC. They are incredibly cheap and have the same risks regarding taxes, laws for renewable energy in…https://twitter.com/InvestRoiss/status/1624689957930512384
(DIR) Post #ASbRmxGq8uGs3opyUa by SovereignMan@bitcoinhackers.org
2023-02-12T12:17:17Z
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Are you going to fall for their distractions from inflation, war, health problems and everything else they continue to &#*% up? ---RT @Breaking911CANADIAN DEFENSE MINISTER: Unidentified object shot down over northern Canada was ‘small, cylindrical and smaller than Chinese spy balloon’ https://breaking911.com/breaking-unidentified-object-over-canada-shot-down-trudeau-says/https://twitter.com/Breaking911/status/1624568917187330052
(DIR) Post #ASfElWdn91ZIPNOtRA by SovereignMan@bitcoinhackers.org
2023-02-14T08:10:11Z
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I'm reminded yet again why my resource allocation has shifted to non-western miners.
(DIR) Post #ASfkuxpWcckfsEQvEe by SovereignMan@bitcoinhackers.org
2023-02-14T14:10:28Z
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Move along, nothing to see here #CoalTwitter
(DIR) Post #ASjiYin2RBcNa4NMvI by SovereignMan@bitcoinhackers.org
2023-02-16T12:02:53Z
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There seems to be two camps on $PBR; Doomsayers convinced the company will kill dividends and wreck the business.vs Hopeful believers, sure the crazy yield will continue unabated.Its clear the future is somewhere in the middle, but the stock is priced for armageddon./1
(DIR) Post #ASjiZCIEkGnz5ECC4u by SovereignMan@bitcoinhackers.org
2023-02-16T12:02:54Z
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It's not as good or bad as the market thinks. Sometimes a higher level, broader view without going into the weeds of every figure, the politics and policies can provide us with a more realistic picture of the most likely outcome.So what do we know?/2
(DIR) Post #ASjiZFf2Dxp9WnswWu by SovereignMan@bitcoinhackers.org
2023-02-16T12:02:55Z
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We know Lula didn't destroy the company last time. During his previous term, the stock price actually went up. He's also hamstrung by a parliament he doesn't control.Sure, taxes may rise, PBR will spend more on ESG, domestic subsidies, and unneeded projects./3
(DIR) Post #ASjiZHYNBhgROimeQK by SovereignMan@bitcoinhackers.org
2023-02-16T12:02:57Z
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But they are still producing a sh!t tonne of oil (technical term) and developing more. Plus we're in all likelihood entering an oil super-cycle after years of under-investment.Will the dividend be cut, yes. Will short term earnings drop with the pullback in oil price, yes. /4
(DIR) Post #ASjiZIHkSzynfS0t9M by SovereignMan@bitcoinhackers.org
2023-02-16T12:02:58Z
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But is $PBR still one of the largest and most chronically undervalued oil majors in the world? Yes.Throw some money down the drain to the renewable and ESG gods, increase some taxes and also slash the dividend by 75% and we're still in double-digit yield./5
(DIR) Post #ASjj8uennENKoLmTdA by SovereignMan@bitcoinhackers.org
2023-02-16T12:09:25Z
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It's still an oil major valued less than almost all comparables, growing reserves, expanding prod'n & reducing total cost of oil + spitting out income.I'm happy to park funds in $PBR for the future. It doesn't need perfection and sooner or later the market will wake up.END
(DIR) Post #ASlaijb5scP9fByM0u by SovereignMan@bitcoinhackers.org
2023-02-17T09:44:29Z
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James Rickards with home truths that other Western analysts and media are too afraid, in denial about or bought and paid for to say. This war is existential for Russia. @JamesGRickards https://www.zerohedge.com/geopolitical/rickards-horrifying-endgame-ukraine
(DIR) Post #ASnhCW5nduhsVXq5gm by SovereignMan@bitcoinhackers.org
2023-02-18T10:06:31Z
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Excellent summary by Perkins of his book and how the system works. ---RT @jperkinsauthorWatch this. https://twitter.com/jperkinsauthor/status/1626055472125214723
(DIR) Post #AStwm40mBmnA6NeoNs by SovereignMan@bitcoinhackers.org
2023-02-21T10:29:16Z
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I remember a time when western 'diplomats' engaged in diplomacy to ease tensions and attempt to resolve conflict.Today they run around begging for weapons and ammunition to prolong their agenda.
(DIR) Post #ASyLBz9u1s9W72evRI by SovereignMan@bitcoinhackers.org
2023-02-23T13:21:43Z
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War Profiteering https://www.ramblinginvestor.com/thoughts/war-profiteering
(DIR) Post #AT0F5xBsDtvwrVF1wO by SovereignMan@bitcoinhackers.org
2023-02-24T11:22:50Z
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The deindustrialisation of Europe continues apace... ---RT @JavierBlasBASF, the world’s top chemical company, announces permanent plant closures at its home base of Ludwigshafen and the loss of 2,600 jobs, mostly in Europe.“Europe’s competitiveness is increasingly suffering,” said BASF Chairman Martin Brudermüller.https://www.basf.com/global/documents/en/investor-relations/calendar-and-publications/presentations/2023/BASF_Charts_An…https://twitter.com/JavierBlas/status/1629012829163474946
(DIR) Post #AT3DKRvX7qwHoFGL56 by SovereignMan@bitcoinhackers.org
2023-02-25T21:47:10Z
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What was obvious to people with actual understanding of Russia and the Global South a year ago is now dawning on the western masses and policy leaders ---RT @zerohedgeMedia Bewildered As Russian Economy Projected To Grow In 2023 Despite NATO Sanctions https://www.zerohedge.com/geopolitical/media-bewildered-russian-economy-projected-grow-2023-despite-nato-sanctionshttps://twitter.com/zerohedge/status/1629571970583937029