Technology, Biotech stocks and options. My tweets are not investment advice. “May the odds be ever in your favor!” ― Suzanne Collins, The Hunger Games UsaJoined April 2020
$SOC. My rough valuation math which is certainly wrong. What else should I add to the model.
Transport cost: $10 / barrel.
Debt Service: 75 million / year.
Profit : $35 / barrel
Production / day : 35 k
Appx P/E : 11:35
Production / day : 40 k
Appx P/E : 9:32
$SOC. Sable offshore.
Crude oil futures are in the 65’s. If / when Sable gets approval from OFSM, the stock could be in the 30’s. Question is if and how long it is going to take and what happens to the stock until then …
$SOC Sable Offshore. In next few months we can expect
1. “Settlement” with CCC
2. OSFM approval
3. Oil flows to point of sale, revenue booked
4. Refinance the EM debt using bonds / converts / secondary
5. More lawsuits
IMO 2 & 4 are important
Stock above $40 with volatility
$SOC.
Bad news for longs. 200 million stock offering. Only positive is JP Morgan is involved. So expect a coverage initiation 45 days after closing of the offering.
newsfile.refinitiv.com/getnewsfile/v1…
284 Followers 5K FollowingTrying not to sleepwalk my ways through the market.
Representative of Winkerpack https://t.co/YzS9VQ6JWx
Substack: https://t.co/DcPXayRj0N
3K Followers 1K Followingbiotech adventurer. die hard Detroit Lions fan. disagreeable when it comes to human health. the most beautiful machine ever built is the human body
102 Followers 116 Following4th generation Californian. archery hunter, business owner, welder, father and husband of a beautiful family. 1/2 redneck 1/2 hippy
5K Followers 326 FollowingTrying not to sleepwalk my ways through the market. Representative of Winkerpack https://t.co/bzumSLxdca
Substack: https://t.co/tyNznHJu0n
48K Followers 344 FollowingInvestment analyst based in the Baltics. This is my personal trading journal where I share my insights based on data analysis, and technicals! - DYOR/NFA
277K Followers 454 FollowingCo-Founder of ByteByteGo | Author of the bestselling book series: ‘System Design Interview’ | YouTube: https://t.co/9gPSJSrtPU
10K Followers 142 FollowingTop performer in 2023 US Stock Investing Championship (4th place 259% return). Full time trader. NOTE: This is my only profile, don’t fall for impersonators.
800K Followers 484 FollowingHealth Performance Coach To Entrepreneurs | Tweets on Fat Loss and Optimizing The Body | On a Mission to Transform A Billion Lives Through Health and Fitness
4K Followers 862 FollowingCurrent L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs
10K Followers 2K FollowingPublic equity investor. I love stocks, markets, great food and all things Harry Potter. Nothing is investment advice. Views are purely my own. DetPistons fan