Baldy
700 posts



That’s a conservative number as well imo, assuming half the industry kept to long-term fixed destination, and 40-60x churn only on a limited spot market underlying. Given the events of March with QE, and last 12mo trade wars, most of the industry will go to spot now IMO, looking more and more like the traded oil market by the day. With spreads, our LNG markets alone is the hub to a +1mm per day contract markets on Abaxx. It’s just blocking and tackling from here IMO, not some grand moon shot or dice roll, as the groundwork is all in and flywheel is unequivocally already started. I think by year end it will start to become obvious to all that Abaxx isn’t a startup, but the base case path to a benchmark #29ers $ABXX


Ok, I'm spilling the beans. Yesterday myself and several others were paid between $20 and $40 per hour to attend a No Kings protest. The reason many people don't talk about it is because it impacts our welfare payments if we disclose. MAGA cope and seethe






























