@SabaiHam so true my friend.long term is massive. and all about share count.
English
Reece Horton
3.6K posts
Reece Horton
@ReeceCards
YouTube Graphic Designer, Photographer, Freelancer Used to be a YouTuber with 50k Subscribers Rochdale, Photographer Man United Fan Loves Football
Manchester, England Katılım Nisan 2015
1.9K Takip Edilen13.9K Takipçiler
@ReeceCards Whether the Iran War ends tomorrow or in a few weeks. Regardless of who "wins"...
Global LNG disruption is real and nobody knows for certain the year over year affects.
Continued train progress and construction at NEXT mean more than anything by my standards though.
English
@SabaiHam well i still believe it will pullback but ill quietly build my shares. and add weekly
English
@ReeceCards Smart man. Discovered the AH increase reasoning.
x.com/SabaiHam/statu…
Ham@SabaiHam
$NEXT AH increase makes sense. First insider purchase for $500k+ since December. Her role? In her capacity as a director, she is actively involved in the company's governance and oversight by serving on three specific board committees: - The Audit Committee - The Construction and Operations Committee - The Finance Committee Remember, insiders typically try to pick a floor on the stock. Are they right 100% of the time? Absolutely not. But I do trust they have critical information about the organization that public does not, yes. Train progress, partnerships? I have a feeling securing LNG for the next 3-5 years will be critical for many countries.
English
@accounting_ds some investors are stupid. rather invest in oracle than his two picks long term lol
English
@ReeceCards For real🤣 zero explanation to just names drops and thats it
English
I genuinely cannot tell if this is a troll, there are actual good reasons as to why infrastructure plays could be bad risk/reward right now but this is not one of them
Also $SOFI & $HIMS??? As the plays you trust the most over the next decade? Shit like this is a top signal🤣
YodaStocks@YodaStockInvest
I gotta be honest: I’m NOT in $NBIS and $IREN for the next decade. AI infrastructure will likely be cyclical, and these won’t be the best plays anymore once its 2030 and the stocks are 500% higher. There’s only 2 companies I might trust for the next 10 years: $SOFI and $HIMS
English
Gas prices are retracing from 51 - to 68 to 59 in a space of a week and still retracing.
Which will affect US LNG Stocks. specially when that shows the hype is fading fast and retail will get burnt
$Next will lose the most
$VG Can produce now
$LNG Mature and the big lng company
English
@SabaiHam yep ill be buying back in got my buy options in. retail gets burned everytime by fomo
English
The only way $Next stays up is if the conflict stays active all year which it wont.
The ones who benefit now are $VG & $LNG since they produce now not in a year.
And if you want the conflict to continue just so $Next stays up i feel sorry for you as people are dying.
English
@andres_4_4 current prices wont be that in a years time lol conflict will be done. $VG & $LNG benefit now lol. later doesnt matter as reversal would have been done. all about now not later.
English
@ReeceCards Before commercial operations start (First LNG is expected H1 27), $NEXT will have around 20 LNG cargos that will be sold at spot price. At current prices -> over 1B$
English
what people need to realise
$VG & $LNG will benefit the most from Qatar LNG being hit since they can provide LNG now.
$Next produces no money or gas and wont do for well over a year. a reversal is likely.
if you want to benefit $VG& $LNG you will benefit now.
English
I hope the conflict ends with the US and Iran soon and theres a ceasefire the killing needs to end...
Even if that means energy stocks will reverse and all that fomo go back into Ai/Tech stocks and out of boring plays of $Next since they dont benefit now unlike $VG & $LNG
English
@ng_TO1 lol nextdecade is ages away and this cant hold for over a year till first gas is produced VG and Cheniere produce now. not in a years time
English
@ReeceCards It's based on news that Qatar LNG has been knocked out. I would expect new customers signing up to long term contracts, including volumes from trains coming on later this decade.
English
Be careful if your investing in $Next a reversal is highily likely NextDecade produces no money and gas at the moment. the spike is all news driven and situation between Iran and the US.
English
@SabaiHam @anasalhajji some of the profit used 1000$ in oracle 1000$ in bbai and left is sitting in cash waiting while earning interest
English
In a troubled market, LNG stocks are performing exceptionally well.
English
@SabaiHam @anasalhajji and you man. i made over 5000$ profit and know can jump back in later as im very bullish of next. and know it will drop back to similar levels
English
@ReeceCards @anasalhajji Yep, I have a stop/loss for $NEXT ensuring significant profits.
And agreed on hype stocks if positive developments actually happen. That would be really beneficial too.
Have a good weekend man 🫡
English
@SabaiHam @anasalhajji To me nextdecade is ages away from producing money/gas this levels can only be sustained so long all it takes is a ceasefire and all upside is reversed and retail goes back to hype stocks since they move on hype not boring waiting game stocks like nextdecade.
English
Fair. I just see this weekend escalating in the Iran war. All it takes is one more LNG facility to be targeted.
One the flip side, say a ceasefire happens or something positive, the market would see brief relief rally. Per administration/posts, it seems the USA is not backing down and neither is Iran.
Aka - Fight to death.
English