amc

3.3K posts

amc banner
amc

amc

@Amstal2

Katılım Ocak 2022
504 Takip Edilen320 Takipçiler
Nyan Nyan
Nyan Nyan@CatNyanpital·
@47fucb4r8c69323 Yeahhh but isn’t cloud under $HPE not $HPQ? HPQ is their consumer line and the one thing I remember from reading it is that they had a subscription service where they sent new ink cartridges for your printer. Coulda sworn that was their primary revenue driver
English
2
0
2
111
Nyan Nyan
Nyan Nyan@CatNyanpital·
Did anyone ever figure out why Berkshire bought $HPQ in 2022 and exited in 2024? Printing as a service? Idk
English
1
0
1
476
amc retweetledi
cat
cat@cat16901589·
@Smudgedann #Thx 83 paid and moving towards triple digits .. cash cow 💰.. on news .. 1st quarter Rns this week ...🚀
GIF
English
1
2
4
321
Axe
Axe@Act2Capital·
How is $NTDOY worth less than $60 billion?
English
1
0
3
269
amc retweetledi
ProvenReserves
ProvenReserves@ProvenReserves·
On top of Petrobras’ sector leading reserve replacement ratio! Long. Term. Hold. Petrobras is the most undervalued major - but the strength of the company is the under-appreciated staff who just keep doing their job: Finding More Economically Extractable Oil. $pbr $pbra
OilPrice.com@OilandEnergy

Petrobras has made a new deepwater discovery in Brazil’s Campos Basin, strengthening its reserve growth strategy. With pre-salt output costs below $40/bbl and stock up 83%, the firm is doubling down on exploration. #Oil #Petrobras #Energy oilprice.com/Latest-Energy-…

English
2
10
64
6.3K
amc retweetledi
Lou Pai, CEO, Enron Energy Services (parody)
The market is still 13 million barrels per day undersupplied. Refined product demand doesn’t stop because China stops buying crude. We also just cut off 1.8 mb/d of Iran crude exports. The only thing that’s changed is the market is very certain that a deal is afoot. Without one, prices have to keep going up.
English
1
4
26
1.7K
Gavin
Gavin@GavMcCracken·
@Amstal2 Iran will have to shut in production once their storages are full. This also results in 2mil barrels)day being taken off the market. Very bearish oil.
English
2
0
14
11.4K
amc retweetledi
Fred Kosters
Fred Kosters@FredKosters·
I suggest you look into MAKO. See my March 31 post (link below). EV has increased a bit since then due to a higher share price and a slightly higher share count, but the undervaluation is still at an extreme level. Mako's forward (YE 2028) EV/FCF multiple at 4.5k gold currently sits at a stunningly low 0.8x, which means that the annual FCF will exceed the company's entire EV once all 4 mines are up and running. x.com/FredKosters/st…
English
2
3
18
1.1K
amc retweetledi
🏴‍☠️
🏴‍☠️@calvinfroedge·
And just like that, one of the biggest publications in Europe shows people how cartoonishly evil the Israel settlement project is, as one of their victims stares blankly in horror and shock
L'Espresso@espressonline

L'annessione della Cisgiordania, con i soldati complici dei coloni. Gaza annientata. L'avanzata in Libano. Il confine violato in Siria. La guerra all'Iran. Pulizia etnica e massacri. Così la destra sionista dà forma al Grande Israele Il numero de L’Espresso, in edicola e su app

English
4
46
528
22K
amc retweetledi
ACF Equity Research
Thor Explorations YTD +15%, 6M +13% 1M -4.4% - so what is to like with $THX.L $THX.V ? - it's got revs, its EBTIDA +ve, the cost profile is low, the balance sheet is strong(ish) implying resilience and flexibility. Douta looks like it could be a 2nd asset, capital returns look credible. Top risk - single producing asset, also jurisdiction, development and gold price sensitivity. See more @ZaksTradersCafe and @ThorExpl_THX
Zaks Traders Cafe@ZaksTradersCafe

RNS Hotlist April 10: Zak Mir takes a look at some of the stock market highlights of the day including ATOME, Connecting Excellence, Eden Research, Metals Exploration, Mkango, Rockfire, Stack, Thor Explorations zakmir.com/rns-hotlist-ap… #ATOM #XCE #EDEN #MTL #MKA #ROCK #STAK #THX

English
0
6
11
1.1K
amc retweetledi
🏴‍☠️
🏴‍☠️@calvinfroedge·
Promise: Record Deportations Reality: Record H1Bs Promise: No new wars Reality: More war than ever Promise: Make America Great Reality: Make Israel Great Promise: Manufacturing Revival Reality: Economic Collapse Promise: Drain the Swamp Reality: Became the Swamp
English
61
717
3.7K
48.7K
amc retweetledi
🏴‍☠️
🏴‍☠️@calvinfroedge·
The west doesn't understand Iran because the west doesn't understand anything that's not transactional They made the same mistake with the Houthis There really are people on this earth that would rather be poor and die than submit to your will
English
253
2.2K
13K
190.3K
amc retweetledi
sdpk
sdpk@TheincrediblePk·
EV = $678M market cap-$138M = $540M. If gold averages $5.1k in 2026 & assuming AISC $1100 = $4k * 80k = $320M. Let us say g&a/exploration is $20M/needs confirmation. Cash flow is $300M. 2026 EV/FCF = $540/$300 = 1.8. $thx.v $gdxj $gdx
English
1
2
2
247