Member Info for unvrkw

I sold 39k worth at 109 earlier in the week, made 13.5% overall so was happy. this share, part of the world has a long way to go as yet

That is very weird with this being the case.

If gold trades higher every gov including US and canada will take a bigger slice

No idea if this impacts gas prices and groundhog day today, predicts another six weeks of winter

I think they'll squeeze huge synergies and value from bringing the two together. glad they have done the deal and now interesting to see what happens. certainly producing gas wont be a problem from gov perspective more around what $s can they get. there are comments around Israel into Lebanon etc in order to get the gas, helped by usa too. Europe will be getting gas from either usa or face tariffs, trump has a play.

Key ideally is not just owning the gas but the network and equipment to get it to market. the future is a lot of gas which in usa will be cheap, outside usa will be as expensive as they can make it. key will also be volume too so managing its movement is worth while

The americans will love this. more US assets, more gas, structure in US and overall support

I think methane capture will be fine as it’s fundamentally understood it needs to be done for environmental reasons but it’s also gas, a revenue that will be encouraged

Trump has lifted a moratorium on new US licenses to export liquefied natural gas.

Drill baby drill and bring energy prices down but he also said there going to export to the world

It’s coming as supply chain gets stretched and everyone looks after themselves. never know a copper mine in scotland might do ok!!

https://www.ft.com/content/b1393700-8218-44e4-b432-7dd3073a6bce

Wasn't long ago we hit £13 pounds and needed to hold, we are now in reach quite soon of £14, onwards and upwards!!

Metals will be the game into the 2030s!! plenty of time and opp here

DEC need to become not just the gas owner but the mid stream supplier company

listen to the pod below, prices certainly up for a while but it’s also all about volume. more pipes, processes they buy the better

Good pod

https://podcasts.apple.com/gb/podcast/thoughtful-money-with-adam-taggart/id1715910847?i=1000682756236

Least he has a go, i’m happy to watch

Very cold, 5% eu gas now turned off via urkraine and storage less than covid period, US cold too

Says the deal isn’t been renewed, extra pressure??

Urkraine announces no more russian gas to be transited through them from

russia to EU anymore! either going around or from LNG now!

If only the dividend was!!