U3CaF2

[U3CaF2 @U3Caf2]

@ALLKAResearch Been watching BAK, putting aside the debt restructuring, isn´t the other issue hanging over the stock the potential for a low ball offer to take out minority shareholders?

[U3CaF2 @U3Caf2]

@utopia_escape @calvinfroedge Grain prices are still low. Need more than 1 quarter of high oil prices, feeds into higher grain, then fert starts running

[U3CaF2 @U3Caf2]

@FuSimonTemplar Could easily go back to that tennis, one serve and one hand on the racket. Getting rid of two handed backhands transforms the sport

[U3CaF2 @U3Caf2]

@Zerosumgame33 I added CLMT and a couple other refiners. Any view on refiners that have to buy RINs, could be a long/short idea

[U3CaF2 @U3Caf2]

@utopia_escape Harbour Energy has a decent $7B debt

[U3CaF2 @U3Caf2]

@LukeGromen Or they could acquire Cavvy Resources and lock in the sulfur input, they already have the sulfuric acid capacity

[U3CaF2 @U3Caf2]

@utopia_escape Pretty sure the strike on Irans petrochemical facilities hit the methanol plant, the whole facility is offline. Not even Hormuz reopen brings it back. Biodiesel demand surging. One of best leverage to current shizshow

[U3CaF2 @U3Caf2]

@rockcreekfreak @ProProp5 Thanks for posting. Do you generate these charts yourself or is their a website that collates this data? Its different to what I get based on the last quarterlies which are always going to lag.

[U3CaF2 @U3Caf2]

@themarketsniper The only person who has normalised the mass killing of Europeans in the modern age is your hero Putin

[U3CaF2 @U3Caf2]

@huliwood @hispanicnomad NZ and Chile aren’t self sufficient in agriculture, useless map

[U3CaF2 @U3Caf2]

@bOnZaCapital @chrislsavage @PeterLBrandt @grok But he´s not talking about AUDUSD, only AUD gold

[U3CaF2 @U3Caf2]

@jackgermon @CaineJackson9 @LukeGromen @robert_ivanhoe Canada produces a lot of diesel. Of the traditional mining countries Australia is most exposed on highest diesel intensity and import reliance. Chile next.

[U3CaF2 @U3Caf2]

@tphuang Production from salt lakes is the most resilient form of mineral production in the world, pump brine into evaporation ponds, almost no inputs

[U3CaF2 @U3Caf2]

@GavMcCracken @BranderYuri Google AI search for: what proportion of cenovus upstream production is refined, answer is 45 - 50%. For Suncor it is 53 - 56%.

[U3CaF2 @U3Caf2]

@zriboua This assessment falls apart on ´pissing off their partners, China mainly´

[U3CaF2 @U3Caf2]

@tphuang How does it deal with the fluctuations of wind energy

[U3CaF2 @U3Caf2]

@Aleeexanderrrrr And now we get Sinner vs Lehecka, 20 years later it is 10 time worse

[U3CaF2 @U3Caf2]

@RockBtmEntries @MLPotash Potash is the one commodity in which supply is increasing on the Iran war. No product or input supplied from the mid-east, and eased restrictions on Russia/Belarus supply

[U3CaF2 @U3Caf2]

@utopia_escape Think its just the realisation $118m in revenue versus $1.5bn market cap is a bit crazy, or whatever other value metric