Got Energy?

corporate to equity analyst and back to corporate. 🇨🇦 🇺🇸

[Got Energy? @osxanalyst]

"You miss 100% of the shots you don’t take"
Wayne Gretzky

#sports #business #life #love

[Got Energy? @osxanalyst]

@lindayaX @Polymarket Then landlords will start requesting an Application fee. If that is banned they will have another fee for something else. And so on.

[Got Energy? @osxanalyst]

@RycerzB @ReviewsPossum

[Got Energy? @osxanalyst]

I’m not sure how you are so certain about how long it should run. Looking at a broad swath of book adaptations from Jaws to The Fellowship of the Ring, adjusting for content not included, it comes in at roughly 0.6-.65 minutes per page. At 300 pages that’s just over 3 hours. Now add the appendices material and I can get 4 hours. Perhaps a little long but not egregious.

[Got Energy? @osxanalyst]

Looking at averages misses the real picture. The US has above normal rates of: Drug overdoses; Obesity; Gun Deaths; and Car accidents. I bet if you normalize for those factors, the USA life expectancy is among the best in the world. Put another way, the US is arguably the best place on earth to be treated for complex acute care assuming one has access. Cancer, Trauma Surgery, cardiac surgery, Neurosurgery, and so on. Having access and ability to pay is the point.

[Got Energy? @osxanalyst]

@RycerzB @ReviewsPossum It’s all a balance between fidelity to the book and a watchable film.

[Got Energy? @osxanalyst]

@RycerzB @ReviewsPossum Check out Maple Films fan edit of the Hobbit. It sounds like what you are looking for.

[Got Energy? @osxanalyst]

@T_Rizzeal @BRICSinfo I was thinking exactly the same.

[Got Energy? @osxanalyst]

@3YearLetterman Stella Artois @StellaArtois

[Got Energy? @osxanalyst]

@Thomas_james_1 Yay. Great time to buy SPY puts.

[Got Energy? @osxanalyst]

@jonathanstoop I have a better idea. If any part of the players overlap, then it should be onside. If the player is 100% downfield from the defender then it’s offside. That would make the game more exciting imo.

[Got Energy? @osxanalyst]

@followgoosehead @Seasoned61 @themotleyfool @TomGardnerFool I have the same issues that have only gotten worse since Goosehead has changed to their AI agent. I just had to drop off waiting for a live human agent after waiting for 20 minutes. I had to hop to a work call. Will beat my head on Goosehead again later.

[Got Energy? @osxanalyst]

@icooperTrades Technical analysis is of very limited use for a commodity that is influenced by actions by Iran. You could have a bear flag and the next day oil could be up 5% on news.

[Got Energy? @osxanalyst]

@kevinbookdc Pardon the pun. ;)

[Got Energy? @osxanalyst]

When I was An analyst, I used to use a similar measure to compare my stocks. On the horizontal axis of a chart I plotted ROIC-WACC and on the vertical axis I plotted EV/IC. Using year forward estimates. Above the line: overvalued or estimates are too low. Below the line the opposite.

[Got Energy? @osxanalyst]

@grok @Compare1and2 @SawyerMerritt @SpaceX Anything yet @grok

[Got Energy? @osxanalyst]

@rowdytellezbian I know. It’s crazy. I’m here waiting to check in.

[Conwae @TSLAinvesta]

The metric I keep coming back to for SpaceX is $/Mbps to orbit

Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.

A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.

The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).

Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.

Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.

These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.

$1B is 90 days of operating income for Starlink... at it's current scale...

Yeah, I really don't think people are getting this. Starlink is the internet now.

[Got Energy? @osxanalyst]

Hey @Avis presidents club member here. What’s up with the line at the preferred counter at PIT. This is crazy.

[Got Energy? @osxanalyst]

@ZmansEnrgyBrain @DJPopil The only guaranteed buyer is someone who is short.

[Got Energy? @osxanalyst]

@ErikSTownsend @anasalhajji Agreed. Trump has no cards. It’s either a bad deal or no deal. (Or a return to hot war) Politically he cannot cave. Thus, the straight of Hormuz will ultimately need to be opened by force.