@average_down

Fundamental analyst, technical trader - wrong 50% of the time. 10+ years buy side and sell side..

Joined June 2021
  • Tweets130
  • Following513
  • Followers66
11Media
DnB is downgrading drybulk - Aiai.. are they ruining the party? $sblk $gogl $drybulk
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Replying to @hkuppy
@hkuppy $VAL being the cheapest driller on steel values - what do you think will drive repricing A) inflection point in earnings coming up - so it starts to screen cheaper?
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B) or spinning of JU fleet for company to crystallize value to the market ( who is not picking up on this) @TommyDeepwater
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$RIG $NE $TDW
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What am I missing? $TDW Guidance reiterated – EBITDA $650 (ish) and NI $300m (ish)or 9x EBITDA and 19x PE – 2024? FCF $225-250m (EBITDA, tax, capex and interest) or 5-6% FCF yield… Assets 12-13 years on average! Gotta believe hard? @hkuppy @christankerfund @ed_fin
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$maersk $ZIM $HLAG i think the consensus will be dissapointed.. Everyone and their mother has been pushing this one arguing mgmt was too negative on outlook! increasing lower end hardly bullish
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Does not correlate well with stock price 🤣 VAL - building backlog( source SEB).. EBITDA inflection point 2H 😎 $VAL $RIG $NE
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Has rig counts bottomed? been drilling below replacement for over a year now... With DUCs sitting at an all time low, you have to ask yourself: is US production going down, or do we need to step up drilling? @hkuppy
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$nbr $hp $pump $pten $lbrt
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@staunovo any thoughts?
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US lower 48 - drilling below replacement ratio, with DUCs at all time low.. either you believe US O&G production will decline or rig count must recover.. US drillers are certainly not pricing in the latter $nbr $hp $pcd @hkuppy
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Why is $NBR such a shit show... ? trading at 50% discount EV/rig vs HP....
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