Mazdak Mostafa-Sani

Talking my book. DYODD

[Valeura Energy Inc. @ValeuraEnergy]

#Valeura Energy announces voting results from its annual general and special meeting of shareholders held on 14 May 2026: shareholders approved all proposals.
$VLE $VLERF
https://t.co/3j5ocAhUqM

[Mazdak Mostafa-Sani @SaniMostafa]

@kiddowstuff Any chance last dcl also was an ICL.. I mean it did have a weekly close under it's 10WMA, under it's weekly uptrend line, and had what could qualify for a bloodbath fase.. if we manage to close above the 10wma this week would that not confirm the ICL is in?

[Mazdak Mostafa-Sani @SaniMostafa]

@fthegurus $vle biggest oil producer in thailand!

[Mazdak Mostafa-Sani @SaniMostafa]

@Leather2Leonard @RealPeterLinder One more retard here

[Mazdak Mostafa-Sani @SaniMostafa]

That's quite comforting

[*Walter Bloomberg @DeItaone]

HORMUZ MINE CLEARANCE COULD TAKE SIX MONTHS

Clearing Iranian mines from the Strait of Hormuz could take up to six months, the Pentagon told Congress.

Officials say the operation likely won’t begin until the war ends, meaning disruptions to global trade and energy markets could last well into the year or longer.

[ACCESS Newswire @AccesswireNews]

$VLE Valeura Charters the Enterprise Drilling Rig https://t.co/ZBwIxpZEt4

[Mazdak Mostafa-Sani @SaniMostafa]

@ColinSt30481392 Any possibility that we just printed an ICL as we closed below inclining trendline and 10WMA and also had what looks like a bloodbathfase.. crude oil looks the same as well

[Mazdak Mostafa-Sani @SaniMostafa]

@GoldnGuitars What about oil? Do you have an opinion on what's next for that?

[Mazdak Mostafa-Sani @SaniMostafa]

Yes yes I know the market is always right, but I don't care so I bought a bunch more of $vle shares.. my basement math tells me that revenues for april (if storage plus new production is sold) will be around $250 mil !! #oil

[Wall Street Mav @WallStreetMav]

The Strait of Hormuz is blockaded.
Europe's plan?

Ursula von der Leyen: "The cheapest energy is the one you don't use." Stay home, don't drive, don't use electricity.

The EU has no plan and no military to change do anything. So they are stuck with "monitoring the situation"

[Eric Nuttall @ericnuttall]

There is no "old normal" to go back to. We'll have lost over 1,000,000,000 barrels of production, taken inventories to all time lows, created ~0.4MM Bbl/d of new demand via SPR restocking, created a $10+/bbl risk premium, + damaged facilities and potential reservoir damage.

[Mazdak Mostafa-Sani @SaniMostafa]

@GavMcCracken Gained me

[Mazdak Mostafa-Sani @SaniMostafa]

So oil won't fall below $90 until atleast november, and that's coming from the mouth of one that manipulates prices lower on each occasion! I think it's time to re-evaluate the NAV on #oil stocks

Long $vle!!

[*Walter Bloomberg @DeItaone]

TRUMP: THE PRICE OF OIL AND GAS COULD BE LOWER BEFORE THE MIDTERM ELECTIONS, OR MAYBE A LITTLE HIGHER

[Mazdak Mostafa-Sani @SaniMostafa]

@thejbullmarket Lol does it change the fact that 11 mil barrels are shut in? Even if those kindergarden numbers were true it would need to be drawn from storage, which tend to be bullish oil prices!! Not to mention that a huge part of the oil tanker fleet are stuck inside the straight

[Mazdak Mostafa-Sani @SaniMostafa]

@HuntingAlphas @WatcherGuru Just remember that both pipelines were in use (in lesser degree) before the conflict so it would be more like west pipeline +5 mil (if the 7 M is correct) at fujeira pipe (+1M) still aignificant though

[Mazdak Mostafa-Sani @SaniMostafa]

@GavMcCracken If you think $vle arent undervalued I look forward to see your picks.. I personally haven't been able to find picks that have healthy cash position, can survive low price enviroments, great management and trades at very attractive EV/DACF .. from a R/R perspective it's topnotch!

[Mazdak Mostafa-Sani @SaniMostafa]

@GavMcCracken By what metrics do you decide if a stock is undervalued?

[Mazdak Mostafa-Sani @SaniMostafa]

@RealPeterLinder You are missing a detail here.. vle had 1.225 mil barrels in storage 31.03.. thats 2 months of production.. when they unload that in this price enviroment Q2 report could be 4 months of production sold at skyhigh prices! Tax pools will make os build crazy amount of cash!!

[Mazdak Mostafa-Sani @SaniMostafa]

Don't they just look smart having build up big a big floating storage ;)
Q2 report will be quite interesting! $vle

https://t.co/k9SoCMazA1