AlphaNinja

Analyzing companies and pointing angrily at my hand since 2006.

[AlphaNinja @Alphaninja6]

Ok fine everyone, here's the energy version. #EFT #OOTT #natgas

[AlphaNinja @Alphaninja6]

@YellowLabLife Dang, should have thought to ping you before the conference to make some time to compare notes on various cdn cos. Next time!

Had to left Thurs pm so missed the site visit but agree with the comments above and am a holder

[AlphaNinja @Alphaninja6]

Refinitiv typo today, but made me think of a future where @TeddyGambino is worth half a yard and owns a chain of strip clubs along the eastern seaboard

[AlphaNinja @Alphaninja6]

Ok real question for mintwit that looks at both NA and Aussie names. Maybe @YellowLabLife
@BlackAlex58

North America fully embraces heap leach, $rio.to Rio2 been a monster. $lgd.to Liberty gold makes new highs daily and is a top takeout target. Recent days $itrg Integra and $dc Dakota Gold raising $ on over-subbed deals.

And then on the Aus exchange sits Saturn Metals $stn.ax that seems to get no love? Maybe it's company specific. But have also anecdotally heard that Aus investors don't really like heap leach projects?

Anyways, if someone wants to educate me on the disconnect (if warranted or not) would appreciate the education!

[AlphaNinja @Alphaninja6]

$EGO $ELD.to

[AlphaNinja @Alphaninja6]

@CapitalValor @TeddyGambino @YellowLabLife @PauloMacro

[AlphaNinja @Alphaninja6]

summary of fintwit today $gld $dxy $slv

[AlphaNinja @Alphaninja6]

@YellowLabLife This is good timing for the speculation btw. Iamgold just closed on buying Northern Superior and shareholders received a large part of the Ongold float as a spin. So lots of float churn there for those who received it as a freebie in the takeout

[AlphaNinja @Alphaninja6]

@tommacinnis Every time I open a buy ticket for a different E&P I force myself to look at this picture

[AlphaNinja @Alphaninja6]

With spot natty dropping from $4.20 to $3.60 on the shorter-lived vortex, figured I'd repost this from last year. #eft #natgas

[AlphaNinja @Alphaninja6]

When I die I want it to be on a warm December day, so as I'm lowered into the ground nat gas can let me down one last time. #eft #natgas

[AlphaNinja @Alphaninja6]

@WTIBull "listen I don't care if the dayrate is $40k, $50k or $60k and the minimum commit is 3 months. Yes I'll pay the rig moving costs. We're going to produce so much fucking gas that they'll know the name Riddell all the way down in Corpus Christy, you got that?"

[AlphaNinja @Alphaninja6]

When you're too far down the sentiment chain on datacenter bankshots: #natgas #ofs

[AlphaNinja @Alphaninja6]

#EFT wake up, new @TeddyGambino walkthrough just dropped

[AlphaNinja @Alphaninja6]

When your LPs see through your degenerate OFS picks

[AlphaNinja @Alphaninja6]

@NuggetCapital @Maggers78 tagging a couple axes on the name

[AlphaNinja @Alphaninja6]

$PAAS $PAASF anyone have any colour on someone trading a 18mm block of $PAASF warrants yesterday at $0.36? Shocked there was a holder of that size, and one who would blow it out 2-3 months away from consultation news

[AlphaNinja @Alphaninja6]

@TeddyGambino Bought back 6% of the float during Q4... Take notes $tcw

[AlphaNinja @Alphaninja6]

@ValueNotDeadYet Classic Canada kneejerk move for a stock with debt/EBITDA >3.0. However, pretty easy to be bullish on biz jets with SPX 5k and tech megas printing new deca-millionaire employees... From $45 it is a good entry

[AlphaNinja @Alphaninja6]

@CDInewsletter I like to think the writer is just a big Succession fan. "You can't do anything with 5, Greg. Five's a nightmare."