Jonathan

[Jonathan @TheJonMG]

@david_katunaric 💯

[Jonathan @TheJonMG]

@cello2econ @hkuppy Thanks @cello2econ

[Jonathan @TheJonMG]

@philschmidtke @peschel_m @joshyoung His seeking alpha writings are company-specific and his white papers are very useful. The info of “Canadian E&P are undervalued” alone can be followed by individual investors by looking at individual stocks. If you don’t know how to value individual stocks, ETFs are your friend.

[Jonathan @TheJonMG]

@MnkeDaniel Thanks for clarifying. Great thread, though.

[Jonathan @TheJonMG]

@MnkeDaniel 2) Debt-to-Equity Ratio > 2?

[Jonathan @TheJonMG]

@duediligenceguy They link in the text to a former article they posted which includes the numbers.

[Jonathan @TheJonMG]

@duediligenceguy The pipeline’s full capacity is up to 10 billion cubic metres of gas annually once fully operational from January 1, 2023. For reference: Nord Stream 1 and 2 combined are 110 billion cubic meters. @duediligenceguy

[Jonathan @TheJonMG]

@SKNWilkinson They decided yesterday to abolish it @SKNWilkinson.

[Jonathan @TheJonMG]

@YellowLabLife Narrabri transaction destroyed shareholder value. Was against it. $WHC got a great deal there. But hey, there’s Kestrel for another year or so, now with the added bonus. Sucks for all the operators, though.

[Kyle Cerminara @KyleCerminaraFG]

Ok @WallStGunslingr, here is my advice:

[Jonathan @TheJonMG]

@HKFooey265 @StelliumSL @AngloPacificPLC Issue is that the deal in itself seems to result in a loss of at least $9m compared to the royalty staying on the books. Share price uplifts do not impact the bottom line unless they’re used in M&A or other financing activities or reduce the cost of capital.

[Jonathan @TheJonMG]

@StelliumSL @AngloPacificPLC May be good for a short-term price boost. But this deal seems to lose money. Not good for long-term investors.

[Jonathan @TheJonMG]

@AngloPacificPLC Do I get this right, you sold a royalty worth 45m for „up to“ 36m? Financially, that sounds like a bad deal to me. Reason to do it: More ESG funds investing and driving up the share price?

[Jonathan @TheJonMG]

@AngloPacificPLC Do I understand this right? You sold a royalty worth 45m for „up to“ 36m? Financially, that sounds like a bad deal to me. Reason to do it: more ESG funds picking up the stock and driving up the share price?

[Jonathan @TheJonMG]

@LT3000Lyall @TheReaderapp unroll

[Jonathan @TheJonMG]

@threadreaderapp @TheReaderapp unroll

[Jonathan @TheJonMG]

@threadreaderapp Unroll

[Jonathan @TheJonMG]

@LT3000Lyall I work for one of the SaaS companies. Our particular market is about 5% saturated. Lots of growth ahead. And when I look at European enterprises, digitalization is mentioned in their annual reports but for a lot of stuff they still use pen, paper and excel. Lots of growth ahead.