Pauls Miklasevics

"Professor, don't you find it curious that a new US-Iran peace deal leaks almost every time the 10y UST yield breaks 4.4% on the upside?" "Actually, if I think about it, I don't find it curious at all."

Seems with the latest Abaxx $ABXX Financials they now qualify for the first time for a full Nasdaq listing under "Assets with Equity". They squeeze by with Stockholders' Equity of 59 million USD vs 55 needed and the Total assets of 90 million USD vs 80 needed.

$ABXX 🚀🚀🚀

We built Abaxx Exchange ahead of a global gas/LNG crisis We built 🆔++ ahead of an internet identity crisis #worldbuildersorbust #29ers $abxx

@AInvestorBrief I’m an investor not a trader. ‘Traders’ don’t make 20x on cash equities. $TNZ.TO thesis has held and improved. My target will be ‘higher’ until something fundamentally changes.

@BalticsNBeyond you don't go into a trade without an idea of where to sell

$TNZ.TO July 2024. On vacation in Canada. Saw the news come out on the NAM transaction. Called my colleague in Riga and told him to “buy with both hands until I say stop.” We own over 1% of $TNZ and today we hit 20x. #TeamMario beers are on me any time you are in Riga. Eternally

@AInvestorBrief EU domestic production is in no way poised to rise (other than $TNZ.TO) in the foreseeable future. EU is banning Russian gas at the end of this year. Qatar’s fields and facilities are getting bombed. $TNZ is a pure play on TTF. Fair value is an academic concept. Violent upside.

@BalticsNBeyond Sure but that’s increasingly priced in. Question is where is fair value

@AInvestorBrief $TNZ.TO is focused on increasing production from their considerable existing assets. As long end pricing rises they can lock in high hedges and still have massive spot upside from new production while derisking development costs.

@BalticsNBeyond Sure. It’s a windfall for this year if they lock in some hedges. But how much does that change the value of the company once oil prices normalize and economic impact materializes?

Jeff Currie has been commenting a lot lately on the difference between physical markets (spot premiums and physical benchmarks) and paper markets (index benchmarks traded by autoreflexive financial positioning algos). @abaxx_exchange is the one cleared futures exchange in the world focused solely on physical prices (buyer & seller of last resort spot market convergence in price), and real risk management of real things. Most of Boca was focused on scaling the strip-mining operation of retail gambling and tokenized leverage-bucket shops (bringing CFD perps from illegal offshore markets onshore ‘cause “innovation”). This difference in vision, focus and passion will make all the difference in years to come. We coming. We got this. #29ers $ABXX #Gold #LNG #Oil

@NormMacdonald21 @BubleQe Ha! Yes!!! #MarinoMania. Yet to meet him in person, but man he knows exactly what he is doing. Game plan was great and only he could keep a straight face pulling off the deals that he has. Ice cold. $TNZ.TO

@BalticsNBeyond @BubleQe #MarinoMania brotherrrrr

@rynokinsight 🤩😂

@BubleQe Thanks! Full credit to Malcolm Shaw (thecircle.ca). For drawing attention to #TeamMarino ambitions. Life changing.

@BalticsNBeyond Crushed it. Congrats ! #TeamMarino

@AInvestorBrief Higher. TTF prices are up sharply. Will trend higher with each day the Straight of Hormuz situation endures. Possible violent upside volatility. $TNZ.TO will benefit tremendously. M&A is probably off the table for now. #TeamMarino is super disciplined. Won’t overpay for new deals

@BalticsNBeyond do you have a price target?

@RealPeterLinder @thedave2006 $VLE.TO actually gets a premium to Brent ;)

Interesting to note that WTI oil price currently is trading at a sizeable $10 below the $105 Brent price; $VLE get Brent. And NYMEX gas price is now under $3 while $TNZ is realizing approximately $18 for their gas. Useful information to consider.

Sakarīga analīze un rīcības plāns.

@michaelburrytos Latvia is brilliant in the summer. Feel free to reach out!

@BalticsNBeyond I was thinking about visiting Latvia, nice to know someone Who is from there!

@BubleQe @joeblough1970 @RealPeterLinder @NuggetCapital @rynokinsight Malcolm Shaw (Hydra Capital, now Thecircle.ca) was the OG on $TNZ.TO. Legend.

@joeblough1970 @RealPeterLinder The two that were early on the $TNZ.TO call are as follows. @NuggetCapital @rynokinsight Peter Linder trades (day trades), no evidence of him ever buying or selling at any given price - " a no cred Fred" paired with his long $WCP holding (flat) that mooned after he moved on.

$TNZ.TO & $SDE.TO absolutely dominating the SMID Cap NatGas arena. Added $SCR.TO also for comparison (SMID Cap Oil). All Energy has done well, many have done exceptional ( $TNZ.TO). Imagine getting caught in a false dichotomy & miss the bigger picture completely 😒

@RealPeterLinder Already do :) Own around 0.7% of $VLE.TO. $VLE. Thank you for your service @RealPeterLinder. For TNZ.TO as well!

I strongly encourage you to have a huge position in $VLE before they report tomorrow morning. You will thank me shortly thereafter. $VLE is a $20 stock within a year given all their current assets and the new assets to come. This would be a very good time to trust me!

#TeamMarino of course.

@tsxman $TNZ.TO if you want pure exposure to TTF.

$VET.TO getting some pumps again because of TTF rallying. Remember back to 2022 what happened to the crowd when they got smoked buying that Euro gas rally. Perhaps this time will be different. Probably one of the safer names as it is still low multiple relative to peers.