Tonyforever
9K posts
Petrobras is ending the week 16% above its long-term resistance, broken recently.
With only 2 trading days remaining, the Brazilian leader is very likely to close the month above.
$EWZ $PBR
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Can’t believe $PBR is still trading for less than 7 forward P/E
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@BeegJj @Kevin_AGraham @PaulJan38669798 @trend_bullish Thanks. It is consistent with my impression that he trades a little bit too frequently.
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@Tonyforever2003 @Kevin_AGraham @PaulJan38669798 @trend_bullish He sold all his ATH at one point. The stock took a hit. He literally apologize on Marketcall for doing it
He then re-bought it
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#1
Eric Nuttall, Partner & Senior Portfolio Manager, Ninepoint Partners was on Marketcall
- the real supply loss is yet to be felt
- the worst energy crisis in our lifetime
- staggering numbers
- the complacency in the oil market is astounding
- Mid-East prod ⬇️ 11M bpd
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@Kevin_AGraham @BeegJj @PaulJan38669798 @trend_bullish To be fair, he also bought 14 million shares of $ATH.to at C$0.18 in January 2021. I don't know if he has sold any.
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@BeegJj @PaulJan38669798 @trend_bullish Agreed. I like Eric and he likes a lot of my posts. He’s excited now for oil, and for good reasons. I am too.
That said, owning $PEY.to has trounced his returns over the past 3 years. 😉
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OMG. I cannot stop laughing! 😂😂😂
Yep, I spent 30 years doing research on Iran and a medical doctor telling me this! 👇🏼
Should I question her credentials for reaching an illogical conclusion and shifting from discussion of ideas to personalization?
Angela Grant, MD@astronglady
@anasalhajji @MalcolmNance Does Trump or the UAE have the power to do so without Iran’s blessing? Stick to oil and gas
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The extra $PBR shares I bought are up 87%.
Karel Mercx@KarelMercx
Bought more #petrobras at $14.60. My position in $PBR has grown from 1.30% to 2.32%
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@BurggrabenH Technically, he is right. It is well supplied in the US. Take a look at the chart by @anasalhajji
x.com/anasalhajji/st…
Anas Alhajji@anasalhajji
🚨While the world grapples with oil disruptions and shortages, the US is awash in oil with lowest crude prices in the world. 🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report open.substack.com/pub/afalhajji/…
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Bessent is starting to sound like the Pravda.
Describing the oil market as “well supplied” at this stage is a slap in the face of every Asian-based listener.
Americans need serious people engaging with reality, not this nonsense Trump cult
cnb.cx/4uU6WkY
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The recent PBR price spike indicates : the bearish consensus of Wall St experts, suddenly pivots to bullish panic buying, but a kind note to all PBR newbies :
Do not buy PBR advised by your Wall St experts , buy PBR.A
You all have been fooled once , don't be fooled twice.
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$PBR is also finally building on its relative strength versus $XLE
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Shares of Brazilian energy giant Petrobras hit new 52-week highs as the impressive breakout continues 🇧🇷🪔
$PBR
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@kevinduffy1929 It's alright that EV, solar and wind will cut some demand of oil. But what is going to replace petrochemicals?
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During a crisis, always look at second and third order effects.
Brian Tycangco 鄭彥渊@BrianTycangco
This goes without saying. Nothing sends people rushing to alternatives than a crisis. And this crisis caused by Trump’s decision to destabilize the entire Middle East will send adoption of EVs, hybrids, and renewables to a whole new level. China is the country best positioned to benefit from this seismic shift in the energy markets. $BYDDF $GELYF $NIO #CATL $JKS
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@trend_bullish The $JPM analysts set his target price of $PBR.A at $15.5 for December 2026, which is $2.67 lower than the current share price. He is effectively suggesting you short it.
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Gold ETFs showing significant outflows in March ($11.5B for $GLD and $IAU). This is more than I expected and a good sign from a sentiment standpoint. #gold
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@2020Upstream @ValueSeeker_ I don't think $EC hedges. It's very diversified.
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Ecopetrol is up 25% this month after its recent breakout.
Meanwhile, it trades above its 7-year moving average while its monthly MACD is positive.
$EC
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$PBR The best looking chart in the energy sector...Huge base
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@Kevin_AGraham Are the guys at $PEY also call your Mr. Bake, as Pierre Lassonde suggested at the time mark of 54:15 of this video: x.com/GoldTelegraph_…
Gold Telegraph ⚡@GoldTelegraph_
GOLD TELEGRAPH CONVERSATION 13: PIERRE LASSONDE “Gold is coming back into the global financial architecture, and it’s coming back in a big way.” Join me for a timely conversation with the legendary Pierre Lassonde. In this discussion, Pierre explains why a crisis is already building beneath the surface, why gold is returning to the center of the global financial system, and why the world is entering a period defined by minerals and evolving monetary power. Thank you for joining me again, Pierre. TIMESTAMPS: (00:52) — View on today’s macro environment (02:41) — 1970s analogy, oil shock, Middle East, and inflation risk (04:57) — Whether gold is entering a more accelerated revaluation phase globally (09:29) — Tether Gold, central bank buying, and price discovery shifting East (10:56) — Asia physical flows and whether the Eastward shift is getting closer (11:49) — What Eastern pricing power means for global gold valuation (13:36) — Gold surpassing U.S. Treasuries and what that means for the changing world order (16:21) — Scarcity of real mineral assets vs endless crypto creation/debt and Rome comparison (19:53) — Gold repatriation and erosion of trust in the financial system (21:57) — Why Canada has no gold reserves and what could change that (24:54) — Canadian pensions, mining support, and optionality being misunderstood (28:57) — What separates generational deposits from assets that disappoint (31:23) — Does fast-tracking mines changes the Lassonde Curve? (34:36) — Can mining actually deliver enough new supply, especially after weak exploration (37:22) — Gold price target around $17,250 and how Pierre gets there (40:41) — Whether a crisis could emerge on the road to that gold price target (43:42) — Debt markets, copper, and why copper matters to civilization (47:17) — Copper-gold systems and what a structural copper deficit means for miners (49:52) — What separates great investors from average ones (52:21) — How losing everything early shaped Pierre’s investing approach (53:40) — Where Pierre sees the best opportunities today / companies he is watching (1:04:30) — Advice for the next generation entering mining (1:05:59) — What has meant the most over Pierre’s career
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🚨 $PEY.to Insider Buying🚨
Steve Chetner, Director, bought 3000 shares on March 20th at $28.49
Riley Frame, VP Engineering & COO, bought 3000 shares today at $27.65
(Also Kevin Graham, a bum off the street, bought 2000 shares today at $27.25)
peyto.com/Files/Corporat…
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@Kevin_AGraham I meant I have not seen your filing of 2000 share purchase at $27.25 on March 23 yet.
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@Tonyforever2003 No idea when they update their site
All insider trades are posted on the Peyto website within 24 hours. Rare among public companies.
Click on the link “Insider Trading” 👇
peyto.com/CorporateRespo…
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@Suicide95518428 $XOM also has some petrochemical businesses. How is it affected by the closure of Hormuz?
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8/8
At today's prices, if Hormuz was open and Ras Laffan wasn't offline, $XOM Cash From Ops would be $95 billion!
Then again, if Hormuz was open, prices wouldn't be where they are today 😉
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1/8
A thread on $XOM's earnings power in the context of the Middle East conflict
About 14% of $XOM's Liquids and nearly 34% of its natural gas/LNG production comes from the Middle East
About 5% of its refining assets are in KSA (Yanbu)
Pre-Conflict Output Table 👇
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