Smates

U³O⁸

[Smates @SmatesR]

@robbertleusink Tourists walk in and take pictures while we're celebrating mass in a church nearby as if it's this church anyway. I wish appropriate reuse was the biggest issue

[Smates @SmatesR]

@bullura1 Urhea

[Smates @SmatesR]

@patientinvestor Ever-present regulatory threat, large debt after reynolds acquisition, flat chart since 2019 and div being paid in GBP makes it unattractive for many. I'm on the fence

[Smates @SmatesR]

@trengriffin iirc airlines usually lease a significant chunk of their fleet so I guess it would make sense to capitalise those lease agreements when comparing earnings to other airlines

[Smates @SmatesR]

@AndreasSteno The “European energy prices” chart is a naive trope. Spot price or forward price? What is the curve like? E prices are INTENSELY heteroscedastic. Doom-mongering is overplayed yes but E prices still very high historically and likely remain elevated

[Smates @SmatesR]

@EvergreenJourn1 @PauloMacro Energy provides a lot more inflationary pressure than a carcity of goods. Maybe different in Q2 ‘23 but hard to see how Chinese supply chain gains would outweigh Chinese energy (oil) demand coming back and thereby export inflation. Not my forte at all though

[Smates @SmatesR]

@BlueFlameBlues Pretty much a short seller celebrating their win before covering. $4 bln drop in the bucket

[Smates @SmatesR]

@chigrl #2 Exports ≠ #2 Producer - not even close. Large chunck is imported and then exported with little to no modifications (much like petroleum). Flowers and related non-food ag products produced in NL are another large chunk of exports. Common mistake

[Smates @SmatesR]

@BongCapital BPS, not %

[Smates @SmatesR]

@BambroughKevin @RoelHorsch big if true