Energy Hedge

Looking for asymmetric risk-reward opportunities

[Energy Hedge @Energy_Hedge]

@Spread_Bet @CaptainRoyen Offshore actually is more favorable if the oil price crashes as the break-evens are lower than onshore. Big oil will favour offshore projects to maintain margins.

[Energy Hedge @Energy_Hedge]

@SFarringtonBKC @cycle_strategy Wife changing returns ;(

[Energy Hedge @Energy_Hedge]

@calvinfroedge Also recommend The Great Silver Bull by Peter Krauth, absolutely brilliant

[Energy Hedge @Energy_Hedge]

@cycle_strategy What are your thoughts on the liabilities of the dam collapse blowing out? Aren't reperation costs still being reconciled and this could be on-going for a while which would detract fund flow

[Energy Hedge @Energy_Hedge]

@cycle_strategy Brilliant value, by the damn collapse liabilities is a bit of a concern... although perhaps that has already been priced in

[Energy Hedge @Energy_Hedge]

@marketplunger1 What the hell does one do in a lock out rally? Do we just FOMO in?

[Energy Hedge @Energy_Hedge]

@ThHappyHawaiian His China bets are more interesting... I still can't seem to fathom investing into a flailing economy from a property slump, potential trade wars with America once Trump is elected and the risk of China invading Taiwan and with subsequently the seizure of assets

[Energy Hedge @Energy_Hedge]

@calvinfroedge Respect for standing for what you value and believe in, I will support you

[Energy Hedge @Energy_Hedge]

@cycle_strategy What if their margins go up but they blow it on mismanaged capital allocation

[Energy Hedge @Energy_Hedge]

@cycle_strategy If the price of gold is in a structural bull market, their margins are only going to rise.

Skate to where the puck is going, not to where it's at 🏒

[Energy Hedge @Energy_Hedge]

@calvinfroedge Funnily enough, people in Australia are also doing this via the NDIS program.

[Energy Hedge @Energy_Hedge]

@jessebday Perfecting timing is impossible, best to buy DCA in tranches.

[Energy Hedge @Energy_Hedge]

@U_Ag_ Here we goooooo

[Energy Hedge @Energy_Hedge]

@uselinkinv $SBSW bro

[Energy Hedge @Energy_Hedge]

@calvinfroedge Are you still running bro?

[Energy Hedge @Energy_Hedge]

@finding_finance $VALE is an interesting buy down here

[Energy Hedge @Energy_Hedge]

@finding_finance Do you think growth in India will offset the weakness in China?

[Energy Hedge @Energy_Hedge]

@U_Ag_ $PDN all time high 🙌🙌

[Energy Hedge @Energy_Hedge]

@finding_finance @TheNextBigRush Are you bullish on thermal coal as a proxy? Natural Gas isn't as easy to export / import as in the infrastructure may not be there yet but as that infrastructure get's developed natural gas will have more potential

[Energy Hedge @Energy_Hedge]

@FoamOnTheRunway Not sure what I'm reading here, care to explain?