Pan Damads

909 posts

Pan Damads

Pan Damads

@PandaMads

Barcelona Katılım Ağustos 2012
321 Takip Edilen65 Takipçiler
Pan Damads
Pan Damads@PandaMads·
Someone check on @jeremie0117 make sure his oil short didn’t get margin called
English
0
0
1
35
Opulent Ventures
Opulent Ventures@OpulentVenture·
$GPRK up 14% while oil is down 1.5% Notice how they're not moving together? There's a reason for it, and no one sees what's going on
English
2
0
4
887
Pan Damads
Pan Damads@PandaMads·
@value_invest12 Keep in mind $BMBL uses a UP-C structure. The listed Bumble Inc. doesn't own 100% of the business. About ~25% of the underlying business is still held by pre-IPO owners. You can see the real market cap on Bloomberg. Yahoo Finance etc is showing the non-diluted one. Still v. cheap
English
2
0
12
2.2K
Value Investigator
Value Investigator@value_invest12·
Bumble is printing cash. Q4 adjusted EBITDA of $71.6m vs $63m guidance. Guides for $78m adjusted EBITDA in Q1 2026. Just $413m net debt end of 2026. No cash taxes for the foreseeable future. Should do ~$200m FCF in 2026 vs $451 million market cap. Short squeeze $BMBL
English
20
8
178
47.2K
*Walter Bloomberg
*Walter Bloomberg@DeItaone·
U.S. INTERIOR SECRETARY SAYS IT'S REASONABLE TO EXPECT THAT VENEZUELA COULD BE A 4 MILLION BARREL OIL DAY CONTRIBUTOR
English
141
195
1.7K
318.6K
Mayor of Offshore Drilling
Mayor of Offshore Drilling@offshoremayor·
Paper markets were able to push a barrel of oil down to -40 dollars back in 2020 when we were in unprecedented times. We are now in the same unprecedented times but to the upside. The narrative has been set to push it higher. I’d be shocked if oil isn’t above 100 come Monday. For anyone that has followed me for any period of time then they know I’m not a doomsdayer. I’m a “steady eddy guy”. I said last summer to fade Iran’s threats of shutting Hormuz down but this time is different. I think we see 150 before we see 70 again and no this is not bullish for energy stocks bc none of this is sustainable. I wouldn’t touch energy stocks with a 10 foot pole right now. Obviously not financial advice, it’s just my opinion.
Pete@CompoundRich

@offshoremayor @vandell33 Which is exactly why Saudi and Abu Dhabi are running lower volumes to keep production going & avoid shut ins. SPR and floating storage + relaxed sanctions can bridge a 2 week crisis. You are catastrophizing. We will see in a few weeks.

English
6
5
107
15.5K
Oliver Alexander
Oliver Alexander@OAlexanderDK·
Props to the people out actually filming things and putting in real work instead of the numerous grifting pieces of shit who just steal other people’s work for engagement. You know who you are.
Armchair Admiral 🇬🇧@ArmchairAdml

English
11
33
1.2K
48.2K
Pan Damads
Pan Damads@PandaMads·
@TheDriller11 If sold out is true, why does BORR still have a lot of white space for 2026?
English
1
0
3
133
@TheDriller
@TheDriller@TheDriller11·
Where are the Jackups? $ADES $VAL $BORR Demand popping up from everywhere but.... SOLD OUT
@TheDriller tweet media
English
2
0
21
1.7K
Chris Medland
Chris Medland@ChrisMedlandF1·
Piastri has a 25-second gap to Verstappen to close and some quick medium tyres to chase him down on. Norris is 4.7s behind Piastri, and 5.3s ahead of Leclerc (who sets the fastest lap) #F1 #AbuDhabiGP
English
8
7
161
23.9K
ALLKA Research
ALLKA Research@ALLKAResearch·
$BAK $PBR #BRKM5 WHAT IF TOMORROW’S BRASKEM EARNINGS AREN’T JUST “ANOTHER REPORT”… 💰🇧🇷but the moment everything flips? Two catalysts I’m watching: 1️⃣ Did CEO Roberto Ramos finally put OpEx on a diet? Cost discipline is the only path to a real rerating. 2️⃣ Is there tangible progress on the Alagoas disaster? The “mine disease” has been Braskem’s heaviest anchor. Any verified mitigation = instant sentiment shift. If both hit, could shock everyone who wrote off Brazil’s 2026 bull run. Stay sharp — tomorrow might be the inflection point. Or maybe we'll hear about the negotiations with Petrobras? #Petrobras #RTM #Braskem #LULA #Trump
ALLKA Research tweet media
English
3
6
18
1.5K