Bethsaida Capital

L/S analyst - Generalist

Be fruitful and multiply

[Newmoon Capital @NewmoonCap]

1/ The “peak orders” debate for Siemens Energy $ENR.de and GE Vernova $GEV misses the point. Even if gas turbine orders collapse to just 20GW annually, $GEV can still deliver at its maximum 30GW annual capacity through at least 2040.

https://t.co/C9gLGYZ2sG

[Bethsaida Capital @BethsaidaCap]

@The1FighterJET I do

[Bethsaida Capital @BethsaidaCap]

@_HorizonCapital Mate why stilll so negative on them? Should they be worth nothing?

[Bethsaida Capital @BethsaidaCap]

I can't help but laugh at how he ends up being the indicator for a reversion

[Jim Cramer @jimcramer]

Getting near being oversold!

[Bethsaida Capital @BethsaidaCap]

@The1FighterJET Stay strong my friend. Little near term incremental buyers to defend against a horde of pods

[Bethsaida Capital @BethsaidaCap]

@HayasakaCap Yeah ag dealers sounded rightfully cautious on the 2024 outlook. Watching the orders now

[Bethsaida Capital @BethsaidaCap]

It's not time to short $DE yet but the value rotation is making it more enticing

[Bethsaida Capital @BethsaidaCap]

@crazyjoedavola_ Thanks Chicken little. Hope to see you in person soon

[Bethsaida Capital @BethsaidaCap]

Apart from temporary supply chain hiccups, why should one be negative on $AIR?

[Bethsaida Capital @BethsaidaCap]

Anyone heading to the BAML Industrials conference in London from 21-23 March?

[Bethsaida Capital @BethsaidaCap]

@nattyappgas @NextWaveEFT Exactly, and who doesn't already know that the oil and gas industry have been destroying shareholder value for years? Why not focus on the now where 50% of FCF is being deployed for shareholder returns?

[Bethsaida Capital @BethsaidaCap]

@justfactstruth Any concerns on FLNG project getting pushed out? GLNG has u/p over past wk despite a strong energy tape. Side note, i was hoping TTE would do a FLNG on Mozambique and GLNG might do. Sadly no

[Bethsaida Capital @BethsaidaCap]

@NewmoonCap C'mon, ofc he knew Elon will get in

[Bethsaida Capital @BethsaidaCap]

@pmje73 Claiming his canadian twin brother Poutine impersonated him while he was recovering from Covid

[Bethsaida Capital @BethsaidaCap]

@JerryCap Agree that stock returns will be very back-end loaded. However, there's the 'nearer term' catalyst of iFood IPO or sale. Maybe 2023? 2024? Let's see but i doubt it's gonna take 7 yrs

[Bethsaida Capital @BethsaidaCap]

@NewmoonCap Feels that way for $TKWY

[Bethsaida Capital @BethsaidaCap]

@ExitMultiple @viggy_krishnan XOM's 25% Permian prod. growth in 2022 looks high but the implied ramp up isn't that bad (~10%?). 2021 avg at 460kboe/d vs 4Q21 exit rate is already at 544kboe/d.

[Bethsaida Capital @BethsaidaCap]

@NewmoonCap Mate, it has Tom Hardy. What are you waiting for?

[Bethsaida Capital @BethsaidaCap]

@pfadjebitda $GE? Aviation story similar to $SAF, positively correlated with rates due to debt/pensions, and spinoffs happening in 2023

[Bethsaida Capital @BethsaidaCap]

@mihirchronicles @patrick_oshag And yet when Larry splits up the conglo structure, market hasn't rewarded GE yet. Why? Spin limbo..