Value Money Maker

Inversión en bolsa. Filosofía value.

[Value Money Maker @MakerValue]

@MyInvestorES Cuando se podrán comprar bonos corporativos?
U operar con opciones put/call?
Y una cuenta multidivisa?
Gracias

[Value Money Maker @MakerValue]

@JRDA85 Donde hay más descuento en Bollore o en Odet?
Si fueras inversor particular, en cual de las dos compañías entrarías y por qué?
Gracias

[Value Money Maker @MakerValue]

@gabcasla @Lostisl54521696 Please, as co-investor in both funds, I only ask you one thing: your main goal should be the rentability not the volume, please, when more volume means less rentability, close to new investors.
I have too much confidence in you.
Thanks in advance

[Value Money Maker @MakerValue]

@gabcasla @Lostisl54521696 Now, eur to USD is 1,16. Are you thinking to remove the hedges?

[Value Money Maker @MakerValue]

@gabcasla @a_martinoro Y Navíos también ha desaparecido del top 10!!
Tras ver a Angeliki...te las recompró! 🤣

[Value Money Maker @MakerValue]

@gabcasla That's the questions she is creating whatever she wants (16% ownership) instead value for the rest of shareholders.

Anyway, I am comfortable, that's why I am shareholder and moreover I invest in both funds you have.

Thank you for everything. Please, don't change Gabriel!

[Value Money Maker @MakerValue]

@gabcasla Totally agreed that operationally $NMM is excellent. Even the charters at upper than index.
I disagree a bit with the acquisition of Navíos Holding, rest agree.
However, if she were more fearfully with buyback when stock was at 20$...

[Value Money Maker @MakerValue]

@gabcasla Thanks for your reply.
From my point of view, she should have sold ships above NAV and buyback shares well below NAV, since few years ago. But she wants a huge and wealth company, instead of share price.
What about the two or three activist shareholders?

[Value Money Maker @MakerValue]

@gabcasla @KrevixD Cual es el volumen óptimo en el que te plantearias cerrar ambos fondos?
Muchas gracias!

[Value Money Maker @MakerValue]

@arcpresentation Please, remove the video.
This is a very bad solution.
The proper solution is to cover the gravel too with the geotextile, so gravel will not be contaminated with clay, allowing to flow the water from the natural ground soil to the perforated pipe through a cleaned gravel.

[Value Money Maker @MakerValue]

@AyusoValue
How do you see $tnk?
I see it extremely undervalued. Let's what they do with the 850M$ net cash.
If you calculate nav per share (SOTP) of $TK is around 15% less than it's stock price. Why?? It is a holding, it should be the opposite...
Long $tnk short $tk?
Thanks

[Value Money Maker @MakerValue]

@VladislavHr @LaLaAhOh I understand they will split the company in two parts: Brazil and the rest.
And $nfe shareholders will take part of "the rest" with a portion of debt plus dilution...

If I am correct, the shitty part is going to shareholders. And the hidden gem (Brazil) to bondholders

[Value Money Maker @MakerValue]

@christankerfund Last time, they said they will announce a new contract in q4 2025, and nothing happens...
They can finance 2 more ships right now!!!
Anyway, I hope good news soon!

[Value Money Maker @MakerValue]

@DeepCapital_ @gabcasla By the way, 2031 bonds are trading at 21% profitability.
Are you buying them for Gamma?
I am thinking to buy them in my portfolio, as it is a low risk way to more than double the money in around 6 years

[Value Money Maker @MakerValue]

@gabcasla @RealRafito I am a participant of Sigma International too
I read Gabriel in 2020 about Golar when force majeure was done by BP, so thanks to him, I bought Golar at 4,54$/sh when everybody says Golar bankruptcy
Check Gabriel's track record
O&G sector is well known by Gabriel.
Relax and enjoy!

[Value Money Maker @MakerValue]

@gabcasla Hi Gabriel, today $Kos is suffering a lot.
I guess it is because the guidance of Tullow.
Maybe I am wrong, but there is no bad news about TEN and Jubilee fields, right?
Kosmos, or it is crazy cheap or something big I am missing...

[Value Money Maker @MakerValue]

@htxinvest This is for supplying fuel, not gas.
Genera is an intermediate actor, but there is not profit for $nfe here.

[Value Money Maker @MakerValue]

@SFarringtonBKC @LaLaAhOh This turbines was ready for the emergency power generation in PR that Genera and Luma were disqualified.
There was another biding and I don't know what happened, but I guess both didn't bid it (I has been selected 3 companies).