Comrade Orca

[Comrade Orca @Orca084]

@Jeff28023 @VGDeepDive cashing in to buy tech stocks probably

[Comrade Orca @Orca084]

@QuanTran99551 any comment on expected multiple and valuation thereof for 2026?

[Comrade Orca @Orca084]

@KobeissiLetter the silence is the information

[Comrade Orca @Orca084]

@SStapczynski are these the two heading into the Gulf you posted previously?

[Comrade Orca @Orca084]

@Alltypeoffishes @JamalKhan519997 liquefaction fee is about right for Q1

CP1: now ~2.0 USD per MMBTU on long-term SPA cargoes since we are now post-COD

Plaquemines: ~4.0 USD on spot cargoes but had been contracted at previously lower price environment

Q2 - Q3 is where effect of widening spread shows

[Comrade Orca @Orca084]

@Clint44188955 @jackprandelli as of early Mar >40% possible cargoes from Plaquemines was not yet contracted / has spot exposure

[Comrade Orca @Orca084]

@VGDeepDive my mistake 339 was only for Plaquemines. total is indeed 480

[Comrade Orca @Orca084]

@MikeFritzell real estate in Vn isnt looked at as a yield instrument but rather as a store of value, hence the situation.

[Comrade Orca @Orca084]

@ngahpham do you mean this is to redirect crude from Viet Russia JV for domestic consumption rather than export?

[Comrade Orca @Orca084]

@wisdomandboats im new to shipping and I cant wrap my head around Atlantic basin oversupply narrative. there are probably more tankers there than usual but wouldnt there be more demand too now that AG - Asia supply is muted?

[Comrade Orca @Orca084]

@rich_toad guide
thx

[Gavin (humanist/acc) @GavMcCracken]

1) to celebrate hitting 10k followers, I'd first like to thank my mystic @calvinfroedge, and my quant @toiletkingcap

2) A lifetime sub to Demystifying Life will be given to a random person who comments and reposts this.

3) I made this article free (it was paid) to show how my newsletter performed. I've given many updates since then & told my stack that I opened a very large position in oil a few days ago. Also called $MUR at $30 recently.
https://t.co/a833UxOyzN

4) I am not a financial advisor, and my substack isn't about finance. It's the log of a polymaths thoughts, from fitness, health, to geopolitics, and my thinking process about how I hit such ludicrous multibaggers in commodities, it's all in here.

[Comrade Orca @Orca084]

@GavMcCracken @calvinfroedge @toiletkingcap congrats!

[Comrade Orca @Orca084]

@calvinfroedge https://t.co/uUeUi5VpD3

[Stephen Stapczynski @SStapczynski]

Qatar is beginning to lease out its LNG tankers as the country's massive export plant remains shut 🇶🇦🚢

Two ships are on offer. Both have primarily been used to export LNG from Qatar

Meanwhile, Strait of Hormuz has remained shut to LNG traffic

https://t.co/UeZ2XfQ70i

[TheDailyCompounder @100xCompounding]

$VAL

The Valaris Thesis is out!

If you have signed up for the distribution list it is in your inbox. If you havent signed up and want access to this and my past work, please comment, like, or share and I will reach out to you and collect your email.

Enjoy! - Arcelor Mittal and Interfor are next up.

$VAL $MT $IFP

[Comrade Orca @Orca084]

@100xCompounding could I pls have a copy

[Comrade Orca @Orca084]

@milky_selena to retire is to expire

[Comrade Orca @Orca084]

@Utd_Xtra_ @CFCMod_ hello?

[Comrade Orca @Orca084]

@bafikk @DavaiLama @ESL @ESLDota2 guy made an insensitive remark and you act like he murderred someone. You are the evil one here.

[Comrade Orca @Orca084]

@supersane7 @lporiginalg 😂