K.E.

[K.E. @KevinEmilsson]

@ericnuttall Come on man, you know O'Leary isn't actually gonna build that thing. He's nothing but a grifter.

[Anas Alhajji @anasalhajji]

Believe this at your own risk.
Also, there are few holes in this story and conclusions. Will discuss details in the Daily Energy Report: https://t.co/pVftS4kIhA

#Iran #China #Biden #Trump

[Eric Nuttall @ericnuttall]

What is the outlook for oil in a sentiment-challenged market? Hear the answer in a conversation between @ea_amrita and I, perhaps the last two remaining oil bulls in the world. We cover everything you need to know in 40 mins:
https://t.co/ygs0l2ewcj

[K.E. @KevinEmilsson]

@HFI_Research No more than in 2020.

[K.E. @KevinEmilsson]

@ApolloResearchC Ooof.

[K.E. @KevinEmilsson]

@ideahive @everyonehatesp1 @KyleAdamsStocks tagged you guys in case you were interested, it seems like a pretty solid ch.11 proposal, unless I'm missing something? Shorts could bring it way lower.

[K.E. @KevinEmilsson]

$vrm Shorters should be careful with Vroom stock. You don't have to be a rocket appliance to see that it's been a lesson in capital destruction the last few years, having lost billions, and it is currently valued at $9m. 1/x.

[K.E. @KevinEmilsson]

$vrm I'm not saying buy or sell, but today's valuation reflects a roughly $125m post Ch.11 valuation. This ch.11 isn't like others. There's also a warrant ay $12.xx (if it not sold) and potentially a $1.5B nol benefit.

[K.E. @KevinEmilsson]

@ApolloResearchC I'm not sure if I agree, I think this is a pretty smooth ch.11 given the details. It's pretty easy to parse out the tangible value of uacc as ~$150m. I wouldnt be surprised if this hovers north of $5. There may be some volatility though for you to capitalize on it. Good luck!

[K.E. @KevinEmilsson]

@ApolloResearchC The ride down hill has already been wild!

[K.E. @KevinEmilsson]

@DLSermersheim CC Monday should provide some good insight for critical power. I think at this price it's a pretty solid hold.

[K.E. @KevinEmilsson]

@ideahive Vrm suddenly became interesting. If their debts are settled then they're basically just UACC, which sold to Vroom for $300m a few years ago.

Restructured they're at about $130m in premarket.

[K.E. @KevinEmilsson]

@alvitrades This got more interesting...

[K.E. @KevinEmilsson]

@elonmusk Congratulations. Is this good or bad for EV infrastructure spending?