OG Analyst

Former A&D Analyst for a major NOC

[OG Analyst @ADMAEnergy]

@WheelieInvestor What’s the possibility that we have crude oil rip higher and markets go down? It’s almost forgone conclusion it will be the opposite. Seems very very weighted

[OG Analyst @ADMAEnergy]

@LVision_Trading Tanker got blown up . Doesn’t really scream open for business

[OG Analyst @ADMAEnergy]

@Nostre_damus Well the end of the pipe just got attacked, the “bypass” FML

[OG Analyst @ADMAEnergy]

@MarioNawfal End of the pipe. Jesus

[OG Analyst @ADMAEnergy]

@VanIsleInvestor Use the conventional turbines you stupid fucks

[OG Analyst @ADMAEnergy]

@JavierBlas @JoshYoung it’s only a small one? @ericnuttall , so your telling me they will have no problem hitting the very very large crude carriers? Haha ok

[OG Analyst @ADMAEnergy]

@kevinxu Well Jesus if war continues we might actually have an oil shortage

[OG Analyst @ADMAEnergy]

@DonMiami3 Oil back to $40

[OG Analyst @ADMAEnergy]

@pEwnOy202261 @EchoAnalysis Brent, we want Brent spread to widen and both to increase

[OG Analyst @ADMAEnergy]

@Beyond_Charting Did you buy $KOS if US restricts exports?

[OG Analyst @ADMAEnergy]

@jackprandelli $Kosmos energy. LNG and Crude revenue based off Brent $KOS

[OG Analyst @ADMAEnergy]

@SolUndeadkingz @pEwnOy202261 Their insiders bought a ridiculous amount at 1.90 and 2.10

[OG Analyst @ADMAEnergy]

@finphysnerd $KOS has a lot of Brent exposure

[OG Analyst @ADMAEnergy]

@icooperTrades Ian just wondering, are you concerned about this inventory? Or is this just technical? At what point do technicals get concerned about physical supply? I’m not criticizing I’m just generally interested. Thanks

[OG Analyst @ADMAEnergy]

@CanadianSoapbox @ShaleTier7 Ya, and trying to find a partner.

[OG Analyst @ADMAEnergy]

@ShaleTier7 Mike, love your work but YT was doomed anyways. The risk of other assets being Nationalized isn’t Zero but it is low. Higher taxes maybe, Carbon tax ? No. Haha. Your perspective on their a portfolio outside of fear of Nationalization would be appreciated.

[OG Analyst @ADMAEnergy]

@WhaleTwits Jones Act Incoming, US Oil export Ban, Brent Crude price will moon. Buy $KOS

[OG Analyst @ADMAEnergy]

@mintzmyer It should be, they are actually pretty lucky with this rally as the $75 collar ceiling on the majority of their hedges rolled of July 1.

[OG Analyst @ADMAEnergy]

@Hedgeye This is when you want Brent Crude exposure, not WTI. $KOS

[OG Analyst @ADMAEnergy]

@ekwufinance Very bearish. 40 dollar oil