The Oil Guy

[Rock Bottom Entries @RockBtmEntries]

$MLP.v @MLPotash

Unicorn-scale potash discovery.
Rapid de-risking.
A macro backdrop moving into a parabolic squeeze.

Rarely do all three align at once.

The kind of setup that produces super outperformance.

RBE’s highest-conviction holding.

[The Oil Guy @Be4Oil]

@davidbateman @davidbateman the worlds largest potash supply coming online, starting in 2028 (@MLPotash). You could buy the entire $MLP.v company with your pocket change.

[Rock Bottom Entries @RockBtmEntries]

$MLP.v @MLPotash

Ross Jennings, MLP's largest shareholder, just published an updated valuation memo.

He now models ~C$20/share (~C$2.60 current) on a fully diluted basis.

Worth reading!

https://t.co/TiyS7w8IMk

[The Oil Guy @Be4Oil]

@DVSignals Breakout today

[Rock Bottom Entries @RockBtmEntries]

$MLP.v @MLPotash

Weekly Log Breakout triggers >$2.45.

Momentum indicators suggest this could get quite explosive!

#Banio

[GT @FoamOnTheRunway]

Heads up re: Millennial Potash $MLP.v

[The Oil Guy @Be4Oil]

@DVSignals This is the real one!

[DeepValue Signals @DVSignals]

$MLP.v 👀

[The Oil Guy @Be4Oil]

@DefenseScoop @GrumpierBTDay Why is the guy dressed like a cow?

[The Oil Guy @Be4Oil]

@TheLastDegree Got an update?

[The Oil Guy @Be4Oil]

@pelositracker Sounds like the next investigation target should be Warren. It's like a criminal raising their hand and say... Yeah I did it

[The Oil Guy @Be4Oil]

@airic101 One day this is going to break out hard and fast

[The Oil Guy @Be4Oil]

@RockBtmEntries Can't believe it's back at 2.9 again. Very tempting here...

[The Oil Guy @Be4Oil]

@RockBtmEntries @ThHappyHawaiian @Steve83734896 @DVSignals This is a really odd thread. So many f’d up “facts” here including anyone getting wrecked. It’s impossible for anyone to have gotten wrecked on MLP. Even from peak down to current price, it’s not down more than metal stocks. Some people really shouldn’t be allowed to talk.

[Rock Bottom Entries @RockBtmEntries]

$MLP.v @MLPotash

Discount a future 4-5 Mtpa production scenario (as guided by Farhad) using conservative assumptions, and a ~10x outcome is within the realm of reason.

Not financial advice.

[The Oil Guy @Be4Oil]

@airic101 Not yet on the log chart:

[The Kobeissi Letter @KobeissiLetter]

The US job market is showing further signs of weakness:

Only 9% of small business owners said in May that they plan to hire over the next 3 months, the lowest since May 2020.

Excluding the 2020 pandemic, this is the lowest reading in 10 years.

Small business hiring plans have trended lower over the last 6 months.

Historically, this has been a leading indicator for nonfarm private payrolls by roughly 4 months.

This comes as small firms account for ~46% of all US private sector employment and suggests that private payroll growth could turn negative as early as Q3.

Hiring demand among small firms is weakening.

[The Oil Guy @Be4Oil]

@KobeissiLetter One of these things is not like the other: "highly sophisticated helicopter" and "Iran shot it down"

[The Oil Guy @Be4Oil]

@MLPotash When do you expect to see some publishable results?

[The Oil Guy @Be4Oil]

@KobeissiLetter baby boomers are aging, getting ill, and dying. there's going to be a couple decades of much more health services needed