wolfofwalkerst

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wolfofwalkerst

wolfofwalkerst

@wolfofwalkerst

top 0.01% of EFT creators

South Houston, TX Katılım Ağustos 2020
2.2K Takip Edilen1.4K Takipçiler
Oil Co Intern
Oil Co Intern@OilCoIntern·
@zacurate Our Pavati AL26 Heliarc isn’t *that* expensive, I know. But the wake it makes is as smooth as the deal Warren made with Vicki for an 8% dividend on preferred shares.
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Oil Co Intern
Oil Co Intern@OilCoIntern·
This morning, I watched the sunrise from the patio at my family’s lake house. (Travis) The sun danced across the ripples in the pool. (Infinity) Senior year. Business Ethics class. Self-proctored exam. Took the boat out for a glassy cruise on the water. (Pavati) “No Wake Zone” (Optional) Returned with the exam lingering. (Quizlet) The oil & gas business has taught me that high horsepower decisions rely on high high horsepower morals. Celebrations happen at the family home in Telluride. (Deserved) Self reflection happens at the lake.
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Meb Faber
Meb Faber@MebFaber·
My conversation with @MorganStanley's Mike Wilson on the state of markets. We cover: • Is 60/20/20 the new 60/40? • Why he expects leadership to broaden beyond mega-cap stocks into small caps • Implications of rising oil prices • Why today’s environment resembles the 1940s • Bullish outlook for healthcare & biotech Sponsor: @alphaarchitect
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Novi Labs
Novi Labs@novilabs·
When WTI hit $118, the market had one question: who's hedged? The answer mapped almost perfectly to one variable: leverage. Crescent Energy, carrying 2.6x net debt/EBITDA after a wave of acquisitions, had 60% of 2026 production locked in. Chord Energy, at 0.56x, hedged just 17% and kept the rest exposed to the upside. The correlation isn't coincidental. Lenders require it. Balance sheets dictate it. Operators with the most debt had the least room to ride the rally. Explore the full March 2026 hedging profiles across the L48 peer group on Novi Intelligence. intelligence.novilabs.io/industry-updat…
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Fishtown Capital
Fishtown Capital@FishtownCap·
Long $OKE - 5% position. We're still doing this AI power thing, right? Even after the acquisitions, $OKE still very long NG. OBBB beneficiary, still guiding to mid/high single digit EBITDA growth. Just too cheap vs peers: reminder $KMI which hasn't grown EBITDA in 4 years.
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wolfofwalkerst
wolfofwalkerst@wolfofwalkerst·
$BATL team gave up on their website and IR disclosures a long, long time ago . 2022…. Cmon man
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wolfofwalkerst
wolfofwalkerst@wolfofwalkerst·
This is one of those stories where something doesn’t add up. Example, why was this contract not uncovered during mutual diligence w $AAL.L ? Either the internal deal team or advisors failed big time as this would’ve altered the equity splits of the merger. $teck
Oliver Groß@minenergybiz

That's very interesting. 👀 Fourmile could be the biggest gold discovery of this century and it's in a Tier 1 location next to a major gold mining complex. TECK could benefit greatly. The main question remains: What will Newmont do now? Teck’s undisclosed royalty worth billions on Barrick’s Fourmile could stymie IPO plans 🇺🇸💰 mining.com/tecks-undisclo… $B $NEM $TECK

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PureCycleTech
PureCycleTech@PureCycleTech·
PureCycle CEO Dustin Olson will be joining Gerry Sweeney from ROTH Capital Partners for a fireside chat on March 23, 2026 at 12:00 p.m. EDT as part of the 38th Annual ROTH Conference. Click below to read more and register to listen to the livestream. purecycle.com/blog/purecycle…
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wolfofwalkerst
wolfofwalkerst@wolfofwalkerst·
Great to get a peak into his framework. Thanks for the content @ArrakisGlobal
Money of Mine@moneyofminepod

An energy shock is building. Most are trying to predict it. @ArrakisGlobal isn’t. His rule is simple: don’t lose money. So he’s mostly risk-off. Waiting for the tape to become obvious, and "earning the right to trade" as he puts it. And long $GLEN because it wins both ways. YT → youtu.be/OG08BZ685EA Spotify → spotifycreators-web.app.link/e/trZZtBIME1b Focus → focus.marketech.com.au/#/

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88 Energy Ltd
88 Energy Ltd@88EnergyLtd·
$88E’s South Prudhoe leases sit directly to the east of Alaska’s record 2026 $163M lease sale area. Covering 52,000+ acres with stacked reservoirs and 3D seismic, the acreage is in a highly active hydrocarbon corridor with nearby tie-in infrastructure. bit.ly/4uEXqSH
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Perry Solem
Perry Solem@PerrySolem·
SunTrust Special Situations Group, Atlanta, April 2001
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Jeffrey Gundlach
Jeffrey Gundlach@TruthGundlach·
The 2 year U.S. Treasury yield has risen 50 basis points in less than three weeks. It now suggests one Fed HIKE may be coming.
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zerohedge
zerohedge@zerohedge·
Oil-equity correlations break during oil supply shocks
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Arrakis Global
Arrakis Global@ArrakisGlobal·
Commods Performance YTD vs. Start of conflict. Buy Glencore, Alcoa, sell most of the other miners? $GLEN $AA
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Kacper Piotr Kaminski
Kacper Piotr Kaminski@Kacper_PK_CH·
Nickel - once the smoke clears, you may want to check out the companies below. There will be some great setups. In order to win big in commodities, you need to target what’s ignored. High-exposure Producers $INCO Vale Indonesia – Indonesia $NIC Nickel Industries – Australia/Indonesia $GMKN Norilsk Nickel – Russia $3833.HK Xinjiang Xinxin – China $NIKL.PH Nickel Asia – Philippines $ANTM Aneka Tambang – Indonesia $MBMA Merdeka Battery Materials – Indonesia Medium-exposure Producers $VALE Vale S.A. – Brazil $ERMAY Eramet – France $IGO IGO Ltd – Australia Low-exposure Producers (diversified majors) $BHP BHP Group – Australia $GLEN Glencore – Switzerland/UK $NGLOY Anglo American – UK $SOUHY South32 – Australia $SBSW Sibanye Stillwater – South Africa Developers / Explorers / Early Stage $CNC Canada Nickel – Canada $NICU Magna Mining – Canada $TMC The Metals Company – Canada $PNPNF Power Nickel – Canada $NIS NickelSearch – Australia $BSX Blackstone Minerals – Australia $TLO Talon Metals – Canada $PGE Stillwater Critical Minerals – Canada $SHL Homeland Nickel – Canada $LZM Lifezone Metals – UK/Tanzania $CHN Chalice Mining – Australia $CTM Centaurus Metals – Australia $HRZ Horizon Minerals – Australia $NCKL Trimegah Bangun Persada – Indonesia $NICL PAM Mineral – Indonesia $DKFT Central Omega Resources – Indonesia $NEXM NexMetals Mining – Canada $FNI Global Ferronickel Holdings – Philippines $NICE Adhi Kartiko Pratama – Indonesia $ESR Estrella Resources – Australia $ALB Albion Resources – Australia ETF basket $NIKL Sprott Nickel Miners ETF – Global
Kacper Piotr Kaminski@Kacper_PK_CH

Nickel – the quiet setup update - Thread 🧵p.1 We'll go through best equities and their charts. All eyes are on precious metals. It’s understandable: gold and silver just had their best 2-year run in decades. But to win big in commodities, you need to target what’s ignored. First in my series of forgotten ones, we’ll cover how to play it and the key nickel equities. Assembled by AI analyst, it's improving - less mistakes and no hallucinations. High-exposure Producers $INCO Vale Indonesia – Indonesia $NIC Nickel Industries – Australia/Indonesia $GMKN Norilsk Nickel – Russia $3833.HK Xinjiang Xinxin – China $NIKL.PH Nickel Asia – Philippines $ANTM Aneka Tambang – Indonesia $MBMA Merdeka Battery Materials – Indonesia Medium-exposure Producers $VALE Vale S.A. – Brazil $ERMAY Eramet – France $IGO IGO Ltd – Australia Low-exposure Producers (diversified majors) $BHP BHP Group – Australia $GLEN Glencore – Switzerland/UK $NGLOY Anglo American – UK $SOUHY South32 – Australia $SBSW Sibanye Stillwater – South Africa Developers / Explorers / Early Stage $CNC Canada Nickel – Canada $NICU Magna Mining – Canada $TMC The Metals Company – Canada $PNPNF Power Nickel – Canada $NIS NickelSearch – Australia $BSX Blackstone Minerals – Australia $TLO Talon Metals – Canada $PGE Stillwater Critical Minerals – Canada $SHL Homeland Nickel – Canada $LZM Lifezone Metals – UK/Tanzania $CHN Chalice Mining – Australia $CTM Centaurus Metals – Australia $HRZ Horizon Minerals – Australia $NCKL Trimegah Bangun Persada – Indonesia $NICL PAM Mineral – Indonesia $DKFT Central Omega Resources – Indonesia $NEXM NexMetals Mining – Canada $FNI Global Ferronickel Holdings – Philippines $NICE Adhi Kartiko Pratama – Indonesia $ESR Estrella Resources – Australia $ALB Albion Resources – Australia ETF basket $NIKL Sprott Nickel Miners ETF – Global

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Chris Atherton
Chris Atherton@atherton_chris·
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