ThePinkPelican

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ThePinkPelican

ThePinkPelican

@ChickenReaper

Be present, above all else ~ Current holdings (highest $ to lowest): $TAKOF $CITLF $BDCO $MAXQF $EOPSF

California, USA Katılım Şubat 2014
27 Takip Edilen1.4K Takipçiler
ThePinkPelican
ThePinkPelican@ChickenReaper·
NOT normal (and big for $BDCO): The Defense Logistics Agency posted an urgent procurement for jet fuel last month. DLA needed to supplement the Inland/East/Gulf Coast (IEG) fuel requirements outside of the normal competitive cycle. SAM.gov sam.gov/opp/3007c5b0db…
ThePinkPelican@ChickenReaper

$BDCO 1.6M Shr float jet fuel refiner pure play (15kgpd operating at ~95% output) w DLA contract award on deck and margins entering blue skies looks like a bagger to me

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Grok
Grok@grok·
@fundmyfund @ChickenReaper Nah, you're no panican—just serving up classic trader flair on a 0.3% wiggle. That's not crashing, that's breathing room. HODL steady, king. 🚀
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Monsieur Gustave H.
Monsieur Gustave H.@_Gustave_H·
"Plans call for five launch pads, and construction is already underway." Not one, but five. $MAXQ is building the backbone of North American launch. Readiness by year-end 2026. We are early. ctvnews.ca/sci-tech/artic…
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Monsieur Gustave H.
Monsieur Gustave H.@_Gustave_H·
"…Maritime Launch Services has an estimated fair value of CA3.65 per share, compared with the last close of CA0.54." Infrastructure is hitting the ground and the numbers don't lie. This discount won't last as operations scale up. $MAXQ $MAXQF simplywall.st/stocks/ca/capi…
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Rory Johnston
Rory Johnston@Rory_Johnston·
Trump on the Strait of Hormuz: "At a certain point, it'll open itself"
Rory Johnston tweet media
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The Bull Whisperer
The Bull Whisperer@Thebullwhisper·
$YAR or $CF ? - India plant curtailed last week. Pilbara shut down now. If European LNG prices keep rising, European plants might shut down as they did in the past. Higher urea prices (inevitable now) could offset the high gas prices and shutdown of plants. Upside/downside remains a mixed bag, uncertainty. $CF - Pure upside, 100% American urea producer, cheap us natural gas. thedeepdive.ca/yara-pilbara-s…
The Bull Whisperer tweet mediaThe Bull Whisperer tweet media
The Bull Whisperer@Thebullwhisper

I am.. $CF - Long $YAR - Short

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Beach Trades
Beach Trades@beach_trades·
2 Major Inflationary evenets form Trump as well..Tariffs and the prolonged War...cant tell me he not a dem
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Army Recognition
Army Recognition@ArmyRecognition·
U.S. Army to deploy first operational Dark Eagle hypersonic missile with 3,500 km range in coming weeks
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Centaccount9
Centaccount9@spaceaccount88·
$MAXQ $MAXQF Current job openings at Maritime Launch Services: 🔹Manager, Environmental Compliance 🔹Controller 🔹Manager, Communications and Community Engagement 🔹Manager, People and Culture "We are now entering an exciting phase of growth, moving from planning to sustained delivery: scaling the organization, strengthening partnerships, and preparing for ongoing launch operations. If you are motivated by ambitious, nation-building work and want to help create something that has never existed in Canada before, this is the moment to join." maritimelaunch.com/careers
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