Francis L.

The Jones Act is a protectionist racket for the benefit of crony capitalist beneficiaries. Why not get AOC, Lin Manuel Miranda and, say, Yadier Molina onboard a move to repeal it!?

@LSingeries @leboenojeannot Watson had some ideas on MHUB

@leboenojeannot Une idée de ce qui s’est passé sur $MHUB ces derniers jours ?

So proud to be an $ABXX shareholder

@thewatsonview Appreciate the insights. Bought more and noticed Abaxx trading out of the corner of my eye!

Couple thoughts on Minehub $MHUB price action - It’s likely a combination of panic sellers due to Iran war economic concerns and some taking risk off the table. - The warrants expiring at 80 cents in April are out of the money so no pressure there. There could be pressure from the 40 cent holders which expire in 10 months but I think is counter productive to them. - It’s also possible shareholders sold to rotate into Abaxx given the surging exchange volumes hence the speed of exit. But remember those volumes will use Minehub for physical delivery - Minehub over-subscribed their last raise at 95 cents. The company since then only continues to grow. It’s selling off as if the company has no future but thats very wrong. - It’s being priced now as if they never bought JulesAi which I suspect added millions to revenue. - Still haven't seen revenues from Iron ore client yet. Should see it surge when that gets onboarded If they hit those targets then they are in a good position for break even soon. I see no reason to have concern. I continue to hold my entire position.

@TRichCRNA Watson told me he would have a reply later

What’s is going on $MHUB

@thewatsonview MineHub stock price and volume yesterday? Any insights?

Oil contracts was always the next natural step in the Abaxx $ABXX evolution. Like mentioned in my report, Abaxx and their FDT technology paired with Minehub $MHUB can get a wedge into to global oil trade by offering better collateral for oil in ships to compete with incumbents.

@thewatsonview @grok 😃

. @grok what happens to the comex if Asia and India traders all move their trading liquidity to Abaxx's $ABXX gold and silver contracts?

@Mike_Taylor1972 @Zandfinn @Mag7Observatory @irbezek @OnodaCapital Thanks Mike. I’m with you. Glad your son is doing well!

@Zandfinn @Mag7Observatory @irbezek @fjkl69 @OnodaCapital Two paths: 1-The trials never turn into sales. 2-Or the sales ramp continues for decades. I think option 2. I have a lot of reasons for option 2, many of which I share here. For several reasons sales have been slow to materialize. IMHO that corner is turning.

Five years of @Mike_Taylor1972 pumping PCT and seducing retail and talking about inside info and short squeezes and yet - here we are! Sad!

@irbezek @OnodaCapital @Mike_Taylor1972 Within the guidelines. I beg to differ. Let’s focus on CAAP

@fjkl69 @OnodaCapital @Mike_Taylor1972 $PCT is pretty clearly not a serious business and going to zero. No view of $PINK overall, but if I ran a LatAm specialty ETF (my expertise) and my top holding was from China, you could rightly criticize me for losing the plot.

@irbezek @OnodaCapital @Mike_Taylor1972 Ian, Mike Taylor is a very shrewd guy, a little wild on occasion but right on stocks 85-90% of time. Have you checked how PINK has performed longer term? I own PCT, i took a lot of profits last summer. Yes it has been so much slower than anyone would have liked but am still +

@OnodaCapital @Mike_Taylor1972 Hilarious how this nonfunctional no revenues greenwashing science project is the #4 holding in the Simplify Health Care $PINK ETF. Total joke.

@BubleQe I’m sure they would love to sign more agreements but aren’t transportation and pipeline access the real difficulty?

That #LNG arbitrage is significant. Added a table denominated in CAD dollars for reference. 🔥JKM $26.41mmbtu/CAD = $159/boe As of April, $TOU.TO will market nearly ~36kboepd of LNG (equivalent) to JKM & TTF. Come on $TOU.TO & $ARX.TO.. sign more LNG supply agreements!

@scottlincicome Why not name some names so we can call these executives and unions out?!

The Jones Act cronies are super mad Americans might save a few bucks at the pump nytimes.com/2026/03/18/bus…

@JosephTMetcalf Good question!

Final Record Exchange Lots for Tuesday 3/17/26: 10,894 Lots Gold (GKS): 10,403 Lots LNG Golf of Mexico (GOM): 402 Lots LNG North Pacific Asia (NPA): 64 Lots Carbon Credits (CP1): 25 Lots 10,894 Lots is the New Number to Beat! Both LNG contracts were very consistent with higher volumes prior to the Iran War. I will be interested to hear how the troubles in the Straight of Hormuz has affected Abaxx's Customers and their ability to trade/hedge their cargos. David, are you able to give an update on this or will you add it to the question list on the next investor update? @JoshCrumb @JoshCrumb @DavidVGreely

@dv_trader @private_dataguy @VD718 Helpful. I only recently realized that the Ironton compounding facility was for output not input!! 😀

@private_dataguy @VD718 Thx for the write up. Implication being that of 51 states, NJ is the only hold up for sales to proceed... imho, more likely that phase 2 commissioning of compounding facility is the hold up. Dustin wants "control over formulation". Either way, LFG.

$PCT and Tales from Trenton. @VD718 wrote with much more pithy references than I could ever muster but figured a decent time to describe what we are working through with NJDEP as folks seem very scared of the timeline here. Important to understand there is not a law here that needs to be changed or any sort of legislative action. All they need is a letter from the DEP stating their product qualifies as post consumer recycled product under the NJ law. In 2025, the DEP published a FAQ describing how they interpret and will be enforcing the NJ recycling law. Unfortunately, they weren’t quite sure how to deal with dissolution as it was new and didn’t fall within the classic mechanical vs chemical framework. As a result they did essentially the following: “if you aren’t traditional mechanical but are plastic to plastic you’re not approved for now but come talk to us and we’ll get you approved”. Clearly the intent here is NJ doesn’t want chemical recycling, and luckily $PCT is pretty much exactly what NJ wants, plastic to plastic. With a little research elbow grease, I have found $PCT has been in contact with DEP for a while to resolve this and now in frequent contact with the tenor of conversations seeming quite positive. Additionally, multiple major brand have submitted letters of support with empirical data showing the process works and is indeed plastic to plastic. In my dealings with various state environmental agencies my experience is that they generally get to the right answer and it always takes way longer than you’d think. My hope was this would be resolved before the end of the last NJ admin but the Sherrill team is now here. Luckily, a major focus of hers and the new DEP commissioner is a focus on cutting red tape and streamlining government processes. Also helps that the new commissioner is a former Chemist! In summary here, no guarantees when it comes to regulators and its taken longer than hoped (I understand why Dustin and team were optimistic this would be done sooner) but after months of back and forth I think we are closer to the finish line than folks appreciate. At the end of the day, this is what NJ wants and $PCT is on the right side of issue at hand.

@thewatsonview Tx.

@fjkl69 They need to report financials by the end of the month. So probably have an update around then. No i don't follow any other besides those two

Fresh out of Boca, Abaxx $ABXX locked in three new banks but also hit a top 3 trading day in terms of revenue for their exchange today! and the 2nd best day in terms of volume! Liquidity begets liquidity. Share price is frustrating but markets are not always efficient. As Abaxx continues to increase volumes, we may see any shorts in a difficult position.

@FrankKhalidUK Trouble is that both keepers are liabilities in their own way. Better to learn now so that we can make realistic plans for next season.

Been saying all game that Jorgensen is a liability, I blame Rosenior.

@KeithMcCullough Appreciated

Going big in Fixed Income helped

@JoshCrumb @_riskFULL Appreciated. Like the China news.

2020-2023: Great initiative, the market needs this and we don’t like JKM, here are some comments on the contract 2024: Nice to see you launched, can’t believe you built a clearinghouse from scratch, let us know when things are trading (ie we’re also on that long list of people ready to trade second) Late 2025: wow, nice to see the volume building, you have the right market structure, the world needs this. Here’s our checklist to start trading, sorry it takes so long for our internal processes 2026: We’re still pushing our clearing members. They said it’s in process and to be patient. We will trade this contract when we can. FIA Boca is an important event where we will see a number of banks and FCMs in the funnel and get an update on timing and remaining steps. (Again, market demand for the products has never been the issue, just the highly-bureaucratic nature of regulation and connectivity in an oligopolistic western world of market infrastructure flooded with paper liquidity for over a decade — Ie even when Europe is in an energy crisis, checking ever-increasing regulatory boxes is more important than securing energy efficiently for the economy. ..The good news is that Chinese connectivity is also starting, and they actually build and understand the importance of physical markets and real things, unlike the paper financailists who would rather chase the last asymmetric digital abstractions than solve real world problems — yeah gambling markets and paper commodity perps and CFDs!).

Any update on that #lng ground game @JoshCrumb since right now would have been a time to capitalize on it

@Bhashem306 @ira_joseph @Greenacres1000 @ColumbiaUEnergy @abaxx_exchange Monday will be interesting and maybe even for four dull Canadian nat gas!😀

@ira_joseph @Greenacres1000 @ColumbiaUEnergy @abaxx_exchange

Qatari LNG accounted for 3 of the 10 largest trade routes in the world based on volume and sales to Korea are #12. Any halt to these flows would immediately shift more US LNG to Asia assuming Asian spot price signals create the motivation to do so. @ColumbiaUEnergy

@turtlespeed2020 But why no orders of size seemingly from Proctor & Gamble?

$PCT