Karri Koivisto

Enthusiastic about sports and investing💲@UniLUT alumni

[Karri Koivisto @kaibish]

@Positiossa_ @RantanenDaniel Kiitos huikeasta ennakosta!

[Positiossa @Positiossa_]

Se on täällä TAAS eli kaikkien aikojen MM-ennakko. Maita mukana tällä kertaa enemmän, mutta nuoruuden innolla @RantanenDaniel painoi faktat purkkiin jokaisesta maasta ja lohkosta. Myös simulaatiot ovat pyörineet, joten mukana myös kasa loistavia vedonlyöntivinkkejä sekä auringontarkkoja todennäköisyysarvioita. #mmfutis #worldcup2026 #vedonlyönti

https://t.co/D0zjDVTGkr

[Lassi Alanen @lassialanen]

@JJehkinen

[JJ Watt @JJWatt]

I swear, if this guy even lets me begin to reach for my wallet at dinner…

[Karri Koivisto @kaibish]

Ei hassumpi paikka imeä oppia vanhemmalta tieteenharjoittajalta #NHLfi

[Hailey Hunter @TheHaileyHunter]

Rutger McGroarty and Ville Koivunen were both put next to Sid in the lockeroom

[Karri Koivisto @kaibish]

Russell kokkaa #nflfi

[Warren Sharp @SharpFootball]

you cannot place the ball better than this

[Karri Koivisto @kaibish]

#nflfi

[NFL on ESPN @ESPNNFL]

THIS ENERGY FROM RYAN CLARK 😤

He's rocking with the Steelers ⚫ 🟡

[Frank @justfactstruth]

$GLNG - Deutsche Bank out with VERY bullish report

-With GLNG shares trading at ~$27/sh, we believe that the risk/reward profile is very favorable for new investors to engage with the name ahead of one or more positive announcements. Shares have traded in a relatively narrow band for several years, staying above $20/sh but below $30/sh. We are increasing our base-case price target to $43/sh based on our view that Hilli gets contracted in the coming weeks or months at better utilization terms and on longer duration. We also see the very real possibility that one or more MK II FLNG assets receive final investment decisions (FID) this year, which would result in a blue-skies price target of ~$80/sh

1 - Assuming no other changes to the rest of the business aside from re-contracting of the Hilli at better terms and longer duration, we believe this could result in ~$16/sh in upside from the current stock price of ~$27/sh, or ~+59% upside.
2- Our base case scenario for a 3.5 Mtpa MK II FLNG asset is ~$550 MM in annualized EBITDA assuming a base tolling fee equivalent of ~$3.00/MMbtu. We have used a 6.0x EV/EBITDA multiple to adjust for construction and conversion risk and commercial operations being several years away. Assuming $1.2 Bn in debt financing is needed to fully fund the asset, we believe the FID of the first MK II vessel would result in +$20/sh to the share price
3- Assuming slightly higher debt financing needs of $1.5 Bn for a second MK II asset, we believe the announcement around a second MK II asset could result in a +$17/sh movement to the share price

[Hardik Shah @AIStockSavvy]

📣 JUST IN: $AAPL Apple Set to Revolutionize Mac Lineup with AI-Driven M4 Chips
$MSFT $DELL $GOOGL

👉 Key Highlights:

📍 Apple plans to overhaul its Mac lineup with new M4 processors, focusing on artificial intelligence.

📍 The M4 chip will come in three main varieties, targeting updates across all Mac models.

📍 Mac sales experienced a 27% decline last fiscal year, with efforts to rejuvenate the lineup via the M3 launch.

📍 Apple aims to compete in the AI space, seen as trailing behind Microsoft and Google.

📍 Launch timeline set from late this year to early next year, covering iMacs, MacBook Pros, and Mac minis.

📍 M4 lineup includes Donan, Brava, and Hidra chips, each catering to different Mac models and performance needs.

📍 Future plans include M4 updates for 13-inch and 15-inch MacBook Air, Mac Studio, and Mac Pro throughout 2025.

📍 High-end Mac desktops may support up to half-terabyte of memory, a significant boost from current capacities.

📍 The transition to M4 aims for tighter integration between hardware, software, and AI features.

👉 Context/Background:

Apple's ambitious move to update its entire Mac lineup with M4 chips underscores its commitment to innovation and addressing the growing demand for AI capabilities in personal computing.

👉 Why This Matters:

📍 The introduction of M4 chips represents a pivotal shift in Apple's strategy, emphasizing AI and performance to reinvigorate Mac sales and maintain competitive edge.

👉 Market Insights:

📍 The rapid transition to M4 chips could set new industry standards for computing performance and AI integration, potentially reshaping market dynamics.

👉 Impact & Recommendations:

📍 Consumers and professionals should anticipate significant advancements in computing capabilities and AI features in the upcoming Mac range.

📍 Investors and industry observers may view Apple's accelerated chip transition as an indicator of the company's innovation trajectory and market positioning.

🔄 Follow @AIStockSavvy for real-time updates. Don’t forget to like, retweet, and turn on notifications for unparalleled insights.

[Karri Koivisto @kaibish]

Ei ollut onni matkassa Roland Garros -lippujen kanssa. Pääsin jonon läpi valitsemaan liput ja kun piti syöttää kortin tiedot, niin kenttiin ei pystynyt kirjoittamaan mitään. Hetkeä myöhemmin liput oli loppu. Ei mikään asiakasystävällisin kokemus. #tennisfi

[Frank @justfactstruth]

$GLNG- YPF and Golar
YPF (Argentina’s 51% owned) said today they expect to use an existing FLNG unit starting in 2027 and add capacity over time with incremental floating and land based solutions. This lines up with Golar's commentary about working with a final customer not in West Africa.
Importantly, Golar has the only FLNG that is available in 2027, so effectively it has to be Hilli. Details are still limited, but we see this as a major step in the right direction, and while Argentina has had issues with LNG,
it is likely a better location that Venezuela or a host of West African countries. As the market gets wind of this, we expect GLNG shares to trade higher. - Stifel

[Karri Koivisto @kaibish]

Mikä voisikaan mennä pieleen? #sijoittaminen

[Don Johnson @DonMiami3]

Druckenmiller on 1987 collapse

[Karri Koivisto @kaibish]

Tänä vuonna olisi tarkoitus lähteä Pariisiin aistimaan Roland Garrosin tunnelmaa. Onko kellään kokemuksia lippujen ostosta tai muita vinkkejä? Lennot ja hotelli löytyy jo. #tennisfi

[Karri Koivisto @kaibish]

@JuhaVaris Olisikohan osa shorttaajista sulkenut positioitaan tänään kun kurssi lähti nousemaan?

[Frank @justfactstruth]

$GLNG $LNG Golar LNG-
**this was a reply I just sent so decided to share**

FLNG Market Outlook
-Future LNG Supply from 2025-2027 is ~ 90mtpa w/ 62mm US, 12mm Qatar and 19mm rest of world.
Their are currently 8 FLNGs in the world today and in the next 5 years ~15 in total and Golar will have 4 ships online, fixed and producing gas.
-GLNG Source gas from "cheap lower cost locations at ~50% of Henry Hub and closer to end locations (Europe/Asia) so much greater economics.

IN PLACE
-300mm Current EBITDA on just Hilli (with massive spot upside) going to 450+mm w/ Gimi (20yr BP Contract). *****+$1/bbl change Brent = +2.7mm incremental EBITDA Annually and Each $1/MMBTU change in Dutch TTF = +$3.2mm EBITDA annually. These are both in play (not one vs the other) and is UPSIDE ONLY as base rate is set and upside incurs little to no additional costs.
-921mm Cash and $1.17B total debt with 104.7mm shares a/o 3Q23
-Buying back additional 4.1mm shares this year
-Paying $1 share dividend out of Hilli Operating FCF and promised to increase dividend as CF grows. Gimi and BP contract will increase FCF by ~60% starting 2Q.

Catalaysts
- Hilli is generating 300mm EBITDa at 50% utilization and its Perenco (they supply gas) contract expires in 2026. They are actively negotiating w/ 3 parties to recharter on LT basis (10-20yrs) at 100% utilization and s/ be announced 1H 24. Could drive EBITDA to 800mm+ and fixed costs DO NOT CHANGE
- Project debt on BP's Gimi will be refinanced when BP starts flowing and CFO said s/ unlock ~300mm cash
-Board Chair recently said stock is extremely undervalued and if mkt doesn't recognize value they will keep buying it & begin sale process. PE made mid $30's bid for whole company in summer 2022.
-Geopolitics Geopolitics Geopolitics not getting any better any time soon and Oil and Gas markets supply / demand fundamentals are like a coiled spring IMO.

[Karri Koivisto @kaibish]

@JarmoFriman Kuulostaa hyvältä, jäädään seuraamaan. Kurssi ainakin tykkäsi uutisista.

[Karri Koivisto @kaibish]

@JarmoFriman Osaatko arvioida tämän vaikutusta $GLNG tilanteeseen?

[zerohedge @zerohedge]

Biden Set To Announce New LNG Export Ban After White House Met With Gen-Z Climate Warrior https://t.co/5aN8738LuE

[MrBeast @MrBeast]

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made)

I’ll pick the winners in 72 hours

[John Quakes @quakes99]

⚡️#Uranium prices could rally past 16-year highs as the world’s largest producer runs short over next 2 years🇰🇿⚛️⛏️🪫Major producers are struggling in a supply deficit as "we're in the middle of the biggest [#Nuclear] reactor build program in decades."🤠🐂 https://t.co/rllSQrPJL6