Eric Robken

Investor in Energy Transition (LNG and Energy Shipping) — Ashland Heights Capital (Disclaimer below)

[Eric Robken @EricRobken]

My thesis on $GLNG has been selected as a May 2021 Top Idea by Seeking Alpha.

[Gabriel Castro, CFA @gabcasla]

Fantastic article on $GLNG by @EricRobken I love the part where he explains how a new FLNG project improves the target price. I didn't illustrate it because the stock is so cheap that it doesn't matter, but I am confident that we'll have new projects soon

https://t.co/o9ugiHHQN4

[Eric Robken @EricRobken]

@MidwestGolfJake C see as

[Eric Robken @EricRobken]

@Carlos_MoraM Good details. Do you care to hazard a guess as to the value of the 10% stake in the Southern Energy JV and the commodities exposure? It has worked out that the commodities bonus (Brent and TTF, hedged) for Hilli has fully matched the charter EBITDA 1-for-1.

[Eric Robken @EricRobken]

@SStapczynski So… 1 year of studies … what did they conclude ?

[Eric Robken @EricRobken]

@Geiger_Capital Pardon my ignorance, but for monthly data don't we need more than 1 significant digit?... i.e. are we talking 0.27 versus 0.24, or 0.34 versus 0.18?

[Eric Robken @EricRobken]

@FrankMattes6 Right. I guess they'll be selling the volumes in USD's, but any foreign investment will help harden the local currency and lower inflation. Leading to economic normalization.

[Eric Robken @EricRobken]

The Argentina Economic Normalization trade is an underappreciated strategy going into 2025. What is a hidden benefactor of this? Golar $GLNG. Actively working to open up the shale gas boom to overseas markets. #lnginvestor

[Eric Robken @EricRobken]

@LNG_Investor_ Yeah but the 'Production' volumes go to line their own pockets, while it takes 3 yrs to do "Commissioning". Not a bad business model if you can get away with it.

[Eric Robken @EricRobken]

@ChrisAWright_ @realDonaldTrump Controversial take: Should've picked a Nuclear guy not an Oil guy.

[Eric Robken @EricRobken]

@GregAbbott_TX Wouldn't it be ironic if the shaky ERCOT grid stabilizes the whole AI thing.

[Eric Robken @EricRobken]

@Rasmussen_Poll Big Congrats, well done.

[Eric Robken @EricRobken]

@kylenabecker the actual election starts in PA after midnight

[Eric Robken @EricRobken]

@Rasmussen_Poll … all of the above ..?

[Eric Robken @EricRobken]

@kkhogs *exorcise

[Eric Robken @EricRobken]

@gabcasla This 3.5 mmpta volume exceeds the Hilli capacity of 2.4 mmtpa, right? So then it indicates the MkII?

[Eric Robken @EricRobken]

@thedankoe * hoard is the wordle you’re looking for

[Eric Robken @EricRobken]

@engineers_feed 80N, twice as much as 4kg * 9.81 m/s

[Eric Robken @EricRobken]

@AlexHormozi You've won when ppl are clamoring for your product/service and you just want them to leave you the hell alone

[Eric Robken @EricRobken]

@johnarnold Because oil production is a lagging indicator. It takes at least 5 years for technology to reach scale. So the production curve should be shifted to the left.

[Eric Robken @EricRobken]

@FitFounder Agreed. I know I am.

[Eric Robken @EricRobken]

@PGATOUR why doesn't he just wear spiked shoes?