D committee

181 posts

D committee

D committee

@DCommittee28163

Katılım Aralık 2025
108 Takip Edilen19 Takipçiler
D committee
D committee@DCommittee28163·
Could go bankrupt though or be diluted. Who knows. But upside is there.
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D committee
D committee@DCommittee28163·
$BAK Monkey math if war continue - USA & Europe: Run rate EBITDA $0.8b-1.4b - Mexico: Run rate EBITDA $0.4b-0.8b - Brazil: Run rate EBITDA $1.2b-2.0b - Eliminate: -0.3b EBITDA = ~3.4b 4x EV/EBITDA EV = 13.6b - 7b debt = 6.6b market cap = $16/share Debt/EBITDA = 2x
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D committee
D committee@DCommittee28163·
$bak basically nothing new. Ample liquidity to 2028 and they have time to wait for things to improve. The margins based on the 65% of their feedstock that is not naptha is going to fly. The naptha margins are wider, but less so. Higher utilization is based on USA naptha supply.
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D committee
D committee@DCommittee28163·
@fincon350122 So I'd say $10 instead of $7, but it's so leveraged that it's hard to get a firm valuation on equity.
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D committee
D committee@DCommittee28163·
@fincon350122 Yes, my back of envelope math says they're annual run rate ebitda might be $1.5b-$2.2b for 2026. People just scared by backward looking net debt/ebitda metric
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D committee
D committee@DCommittee28163·
They confirmed they can get that incremental US naptha supply, but the price advantage of this feedstock for $bak vs Asian competitors is low. So utilization will increase, but they will be cautious about how they do it.
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D committee
D committee@DCommittee28163·
@michaeldickson Michael do you stand with IDF soldiers who rape Palestinians up the ass with a baton?
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D committee
D committee@DCommittee28163·
@elikowaz Bro, why are you interfering in Canadian affairs? Dont you have some babies to burn with cigarettes, some Palestinians you need to rape up the ass with a baton, and another pogrom this evening in the west bank?
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D committee
D committee@DCommittee28163·
@GlobalEdmonton This is guy is from Oakville. Why doesn't he fight for things that hit closer to home, like gay rights? I wonder if he's getting paid in canadian dollars or in dick certificates. He's always trying to fight other peoples battles, like the right for Israel to commit genocide.
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Global Edmonton
Global Edmonton@GlobalEdmonton·
Jason Kenney is taking up the Canadian cause as he's set to participate in two debates about Alberta separatism, against a lawyer pushing for the province to go its own way. globalnews.ca/news/11746494/…
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Matan Golan
Matan Golan@MatanGolanPhoto·
דיווחים אודות מתקפת מתנחלים קשה הלילה בואדי תיאסיר שבצפון הגדה. בתיעוד גבר בן 75 שעפי הסהר האדום אושפז עם פציעות עמוקות לאחר שמתנחלים הכו אותו. באירוע נפצעו עפ״י הסהר האדום שלושה נוספים. בתיעודים מהלילה נשמע ירי חי, שעפי דיווח בוצע ע״י המתנחלים, ללא דיווח על פציעות מירי. עפ״י גורם בטחוני כח צה״ל הוזעק לאירוע זמן קצר לאחר קבלת הדיווח מהמת״ק אולם לא איתר ממצאים, האירוע מתוחקר. בשעות לאחר מכן עפ״י ראש מועצת תיאסיר הוקם מאחז בואדי תיאסיר. זה לא המאחז היחידי שהוקם הלילה - עפ״י דיווח גם בחירבת עינון בין טובאס וטאמון הוקם מאחז בסמוך לנקודה אליה ברחו רק החודש מפוני קהילת ירזא. עפ״י הדיווח התושבים עוזבים עתה בפעם השנייה תוך חודש - נזכיר, קהילת ירזא ברחה מאדמותיה הפרטיות, עליהן יש לתושבים שטר בעלות. מאחז נוסף הוקם עפ״י דיווח בבית אמרין. במהלך היום אירעו מתקפות נוספות - הסהר האדום דיווח כי טיפל בשבעה פצועים בכפר ראמין בעקבות מתקפת מתנחלים על רועים פלסטיניים ושניים פונו לקבלת טיפול רפואי . בדיווח נוסף של הסהר האדום עולה כי פינו פלסטיני אשר נורה ברגלו ע״י מתנחל בחווארה. כמו כן עפ״י גורם בטחוני רכב שסטה מהכביש בגוש עציון פגע בחמור של רועה צאן ישראלי. הנהג הסגיר עצמו ונחקר ע״י המשטרה.
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D committee
D committee@DCommittee28163·
@c14israel @netanyahu Channel 14 airs such blatant propaganda slop, it makes me think a large portion of Israelis might actually be retarded. Maybe stick to the hebrew version only.
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C14 News Israel | EN
C14 News Israel | EN@c14israel·
Watch: Israeli PM Benjamin Netanyahu confirms the elimination of the IRGC naval commander responsible for the closure of the Strait of Hormuz. @netanyahu describes this as a major strike against the "targets of the Iranian terrorist regime" and highlights the ongoing cooperation with the United States to achieve shared war objectives.
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D committee
D committee@DCommittee28163·
@JesseBrown Jesse Brown's next article: "how I'm being purged from credible journalism"
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D committee@DCommittee28163·
@profplum99 The argument for sticking with USA is that they have military superiority. But this conflict has laid bare that this claim is questionable. Beyond it, defense of Israel comes first, USA is erratic and rash in decisonmaking, and they are bad at diplomacy. China wins on all this
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D committee
D committee@DCommittee28163·
@profplum99 The US produces most of the oil it needs and Canada fills in gap with heavy oil. The US and GCC are not well aligned. If they were, US would have never attacked Iran. GCC will turn to it's China for peace and security. Good alignment for stability and security of supply.
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D committee
D committee@DCommittee28163·
@MarhelmData What is LLS and MAR trading at relative to Brent? If the wide differential exists for LLS-Bent, the issue is export capacity. If the differential is primarily in WTI-Brent, the issue is excess storage and transport constraints from cushing to Gulf.
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Marhelm
Marhelm@MarhelmData·
US exports near capacity as WTI trades at $12–$15/b discount to Brent, driving Asia flows after Hormuz closure. ~10mn b/d offline, ~125mn bl stuck, vessel traffic drops from 135 to <10.
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D committee
D committee@DCommittee28163·
@haravayin_hogh Monarchists are mostly political insiders who amassed fortunes via shah favoritism—like monopolies, bribes, land grabs, and oil kickbacks—before fleeing with assets in the late 1970s. Their love for the shah isn't shared and most monarchists are detested by Iranians writ large.
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Robyn Urback
Robyn Urback@RobynUrback·
Marco Rubio when he realizes he's going to have to lead the next pack of kidnapped dogs now that the lead corgi has returned home
Robyn Urback tweet media
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D committee
D committee@DCommittee28163·
@ezralevant This guy is an outsider, conspiracy theorist except when it comes to Israeli government hasbara. What a fraud.
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