Serban Balamaci

@e_raluca @cristian_stanel Dacă ești disablat pensionar și în grup de minim 50 cu vizită anul viiitor se poate bănuiesc

@sbalamaci @cristian_stanel Poate fi și 300 dacă nu știi de unde să cumperi. Când ziceai că ai fost ultima dată?

Intrarea la Castelul Reginei Maria de la Balcic cu intrarea la Grădina botanică este pentru 2 persoane 40 €. E mult, e puțin ?

@e_raluca @cristian_stanel Borghese de Berceni nu? Ca aici e 47

@cristian_stanel Intrare prioritară la Galeriile Borghese pt o persoană e 20 de euro. Cu ghid, 40. Intrarea la Muzeele Vatican + Capela Sixtină, 20 euro. Intrarea la Versailles + grădini + Trianon, 25 de euro. E ridicol.

@CRUDEOIL231 The reverse is also true, Israel is not letting Trump off the hook without confirmation it’s destroyed

I’m telling you, Iran is never giving up those nukes. Whatever they were thinking before, this war just made them obsessed. It’s only natural for them to think, “Man, if we had the nuke bomb none of this would’ve happened.” Just look at North Korea. They’re stuck in a peninsula with five of the world’s biggest militaries breathing down their necks, but they survive just fine. Why? Cuz they have a real deterrent. Nukes. This is Iran’s Pearl Harbor or Korean War moment. Give up the nukes? No way. This war just gave them a reason to never let this happen again. Whatever they say publicly, they’re locked in now. I bet Koreans will totally back me up on this. What Iran is doing right now is exactly like the North Korean playbook we've been watching for decades. So it comes down to two choices: either we sit back and watch them get the bomb, or we physically stop them. #oott #iran

@GPs_capital_ How’s the dilution situation?

Just wrote a 7,000 word report on Minera Alamos. Tldr: -Highest producting CAGR in the sector 26-29 at 68% -Trading under 0,3xNPV -Production in the US -A lot of insiders buying Read the report here: open.substack.com/pub/gpcapital/… $MAI.V $MAI.NE

$SNDK earnings are just way too good... Q3 earnings: Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat) EPS: $23.41 vs. ~$14.5 (62% beat) Gross Margin: ~78.4% vs. 67.3% (+1,110 bps vs. Est.) Q4 2024 projections: Revenue: $7.75B-$8.25B vs. ~$6.5B (23% above estimates) EPS: $30-33 vs. ~$23 (37.0% above estimates) Memory companies (disclosure I do own Sandisk) are a bit easier to price in ahead of time vs. names like $RDDT (off of traffic data). Just purely from third party stuff like NAND price hike reports... so all the repricing does happen ahead of time, not on actual earnings. Regardless, this is formal confirmation that memory companies are going brrr... Astronomical earnings from memory players and they'll likely keep marching upward over this year.

🇺🇸 San Francisco is importing crude oil from 🇱🇾 Libya.

@JavierBlas Because nobody can afford to fly

*AIR FRANCE HAS NO ISSUES WITH JET-FUEL SHORTAGES, CEO SAYS *AIR FRANCE: NO ISSUE WITH JET-FUEL STOCK THROUGH END OF 2Q

@ed_fin Back East boys

A few weeks ago, we saw petroleum product fixtures for long haul voyages, MR cargoes flowing from PADD 3 and Europe to East Asia. Now, I am seeing fixtures from South Korea to PADD 5, and Singapore to NW Europe. = The tightness is spreading from East to West.

🫡

@k_a_y_b_e_e_ @aleabitoreddit

@aleabitoreddit While your picks are an infinite money glitch, one super underrated feature is the peace of mind that comes along with it. I have never been this non-panicky of pullbacks, because Serenity Stocks™ are elite level Not saying I don't get anxious at all, but not worried much

This has gotta be the dumbest selloff reason… someone could have provided? I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flying goals. But algorithms go reeee when they see mainstream media narratives like this. Perfect example on why nobody trusts them anymore for fully accurate reporting. That being said, corrections are always healthy to make higher highs.

Oh no, just 140k$/day, glad I followed this guy and didn’t buy tankers early…

This is 100% bullshit

@battleforeurope I do. Then Europe can leave NATO and we stay out of any regional wars Israel wants to start through US.

There’s literally not a single sane person on the planet who welcomes that.

@duediligenceguy Wow also deep knowledge of medical jargon not just rocks. Kudos!

EPITHERMAL! Thank you, Autocorrect. Grrrr.....

Boiling textures… a key marker in epithelial systems.

@commonsenseplay If this is about $NOW or $PATH

Just because YOU buy or short a stock, does not mean it will magically turn in your direction right away. If you have done your research and believe in your thesis, let it run. HAVE CONVICTION!

PRESIDENT TRUMP TO IRAN: “The clock is ticking.”

@wisdomandboats Their very long voyage back to Asia should have said

@wisdomandboats Tighter once they begin their voyage back to Asia

VLCC rates are still continuing to fall. West Africa VLCC loading are down to ws 135 and Brazil loading to ws 130 and USG/carib loading are now at $15-$15.5 million. This is largely driven by the abundance of vessel supply in the Atlantic. This is a momentary unbalance in the market as vessels that would normally load in the AG now are suddenly available in Atlantic market, but this also means vessel availability for next program of cargoes will likely be a lot tighter. To also add to the current vessel supply, more ships than expected have ballasted west from outside the Strait and the Arabian Sea. Looking at the graph below vessel supply has increased more than expected for April by about a dozen vessel, contributing to some of this recent weakness, but there still is a fundamental strength in demand for VLCCs. Rates will likely find their bottom in the short term especially as more ships are fixed and the short term cyclical vessel supply starts to decline. This leaves less vessel available for the next round of cargoes, creating tighter tonnage available for charterers. As a result rates could see a bit of a rebound towards early May. However, most Aframax and Suezmaxes rates have found the bottom holding mostly flat so far this week with both vessel classes keeping earnings around $90,000-140,000/day depending on voyages. Rates are still very strong and I don’t think anyone (except charterers) should be complaining about rates if they’re still near or above $100,000/day. This market is still unbalanced and volatile. Vessel supply is initially going to be lopsided in the short term as the initial bulk of vessels come back from the East. But it’s important to understand there’s still a huge demand increase for crude tankers due to expanded voyage distances, that will keep rates very strong on an average basis. #tankers #oott

@FirstSquawk Is that a long voyage?

JAPAN TO IMPORT 1M BARRELS CRUDE OIL FROM MEXICO: NIKKEI

@DryBulkETF Prolonged closure means words like ‘force majeure’, ‘at all costs’ start popping up so not tail risk

Arctic: “We believe a reopening of the Strait will be positive. The system will again take time to rebalance flows. The 63 laden VLCCs that are stuck inside the Gulf will now be shipped to Asia, while there will be bottlenecks at export terminals. This will work in the owners' favour. Keep in mind that before all this happened, we had a very strong tanker market with VLCCs averaging USD 148k/d in February. The tail risk is a prolonged closure. Utilization falls, rates soften, and equities follow.” #economy #shipping #markets