Member Info for Rogue_rader

New Update on Rockhopper: https://www.youtube.com/watch?v=wUOGkQPosyE

Constructive Feedback would be appreciated!

My interest has dwindled. Particuarly seeing the oil price dropping. Also thoughts around the fact that if you dont like Geothermal, its more of a drawdown play. Im going to be patient and If I see the oil price looking a bit safer and the end to institutional selling, then I will hopefully go in. I fthe price gets much lower - certainly something like 5p - its such a bargin that it has to be worth the risk. Perhaps some more selling by large shareholders could deliver this.

A new analysis of TotalEnergies: https://www.youtube.com/watch?v=jS27S5KDqJw

A New analysis of Star Energy: https://www.youtube.com/watch?v=I6h5jFMFmxI

I dont think they will want to sell their oil assets now because they need them to generate cash flows to use to invest in Geothermal.

New analysis of Rockhopper: https://www.youtube.com/watch?v=-VK7JObeYTA&t=166s

This is fairly common for Yellowcake and the margin below NAV always seems to widen even more after each equity issue. Thats why I fixate on the actual Uranium spot price charts rather than YCA.L price if looking for a sell signal.

Previousy they dunked to over % discount to NAV after an equity raise but eventually we got back up to NAV again. Actually this would be an excellent opertunity as they could use the 100m to do share buybacks thus getting more uranium at a cheaper price than another KAZ shipment without the Russia risks

Brand new analysis of YellowCake : https://www.youtube.com/watch?v=I9XZylNSQfc

A new analysis of Diversified Energy: https://www.youtube.com/watch?v=ZGvu6M0qZ9s

Brand New Analysis of Shell: https://www.youtube.com/watch?v=HwPOLHOLFS4

They wont sell the treasury shares until they are trading at a surplus to NAV

Brand New Analysis of BATS: https://www.youtube.com/watch?v=SY601uzSyoM

Over an hour of discussion of diversified energy at this podcast by Rogue Trader and Portfolio matters: https://www.youtube.com/watch?v=vjzptbB1WCY

A nice detailed analysis of Persimmon : https://www.youtube.com/watch?v=2lMWdvt-zcU

Brand new analysis of Smith & Nephew: https://www.youtube.com/watch?v=CL5ErQLqfiQ

A nice Analysis of Airtel Africa: https://www.youtube.com/watch?v=lIRNiHkhrrQ

New Analysis of IGAS: https://www.youtube.com/watch?v=n-6Oo9WahBY

BATS own a CBD oil company (Organogram) which isnt that profitable. The hope is that they start selling CBD Vapes on a massive scale - but BATS seem to be frankly showing no interest in seriously pushing CBD vaping like we wish them to as shareholders.

Thorough analysis of Greatland Gold: https://www.youtube.com/watch?v=QIT2Jtwz_R8

Fresh look at Rockhopper post 23rd March Sea Lion update: https://www.youtube.com/watch?v=lkozWElsrZ8