@Robin25461631 Would have saved a lot of money had I exited TXP earlier than I did..
The story was good, unfortunately the execution was absolutely horrendous
@RUSSELL81748847@Robin25461631@corp_arrow I can only imagine Arrow being v mindful about watercuts and processing the water not creating any bottlenecks in the future.
Watercut is not per se a problem.
30 days ***AFTER*** a deal?
Guys, we can't even land a deal, which over the weekend was supposed to be signed Sunday and include near-immediate Hormuz transit relief.
Now the deal timeline continues to slip and the new Hormuz position is a month *after* whenever that manages to land?
Bad, bad, bad.
@Rory_Johnston Trump has truly helped China and Russia more than any other president.
Europe is more eager to do trades with China now, the world almost forgot the russian war on Ukraine due to Iran conflict, gold is gonna soar and US will be weakened.
F man, GG Americans. They chose it.
$ORV.TO - ORVANA vs $ASM.TO - AVINO
Two mining companies reported record quarters on the same day. One generated 38% more revenue and 23% more net income, while also being undervalued having a 5.3Γ smaller market cap. Same metals. Same cycle. Very different price tags.
ORV: $54.4M rev, $27.5M EBITDA, $19.6M net income, 50.6% EBITDA margin, market cap: $248M
ASM: $39.4M rev, $25.5M EBITDA, $15.9M net income, 64.7% EBITDA margin, market cap: $1,320M
Valuation gap: X5.3.
@Silver__Santa Santa this is out of this world delicious comparison graphic !!
Would love to see more of this kind. Your .drive things are killer. Really appreciated ππΌ
In the last year I've made 3 big buys on $AXL.V at
C$.300 in July
C$.260 in Dec
C$.370 just a week ago.
This new update might be what can take us further, depending on flow rates from Icaco.
Lots of haters, but maybe it's time to trade like an oil company with $100 Brent.
@Robin25461631@corp_arrow Holy smokes Robin.
30ft+15ft+26ft of pay in a new zone.. can't wait to see how this area performs!
Depending on said performance, I cannot imagine this NOT being the bottom for $AXL.V.
5k plateau, $100 oil, new stellar field to develop.. time to retest old heights?
@Investor_UK1 My sense of "but what if it rose 300% the next half year?!" just overrides my urge to take the loss.. (I'm already in ORV btw)
If soma goes below C$1 I'm out - buuuut I ponder doubling the position for the shenanigans π
Yet another day of #brent being above $100 and $AXL.V make ~$60-70 pr barrel.
At 5kb/d, $65 netbacks we're at $119M / C$163M a year.
If they manage to make their plateau at 5K and then build from here, it's a very appealing case.
Stock is priced at C$117M.
#OIL Price breaking out .
The maths becomes more and more compelling
@corp_arrow#AXL $AXL.V
Netbacks in Q3 2025 were $37 at $68 Brent.
For every $10 of additional price, add $8.80 of netbacks.
At todayβs prices that is over $85 of netbacks per boe. They are producing around 5500bopd. Over $400 000 per day, over $10m per month. Some sectors and companies are winning from this war , oil producers are clearly the most obvious.
Company trading at 22p, all time highs were 33p in August 2024 when Brent was $80 and they were producing 5000 bopd