Christer Lindström
@CLcrille
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Following
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Lived and survived 1987, Turnover taxes, 500% SEK Short rates, 2000, 2008.....still at it.
Stockholm
Joined April 2011
US Should Stop Closure of Coal-Fired Power Plants, Wright Says Wright says coal is critical to meeting energy demand Trump has backed fossil fuels to keep energy costs lower
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@kab604 @rockcreekfreak @hallen_a @pembridge_cap This is Swedens largest retail broker, Avanza, displaying no of owners of Ipco stock on the right. ”Tourists and locals” have sold YTD and 1year. 🤷🏼♂️
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RT @jam_croissant: "There could be a problem, we've been reading about that, with Treasuries,… That could be an interesting problem because…
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@rockcreekfreak @kab604 But…one could argue that 0.33% insider ownership for $MEG.TO vs 33%+ for $IPCO has something to do with confidence😏
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@crudechronicle Some timely views from North. But also I’m kind of surprised that so little MrMarket care if Buybacks are real or just called buybacks to ”cloud” the real effect of compensation trough SBC. Per share growth/cashflow/capex is the only thing real imo.
Are energy companies "walking the talk" and buying back their shares? Yes, and here is the proof: in 2024 CDN energy co's bought back $16.5BN of stock ($52BN since 2022) and have since 2022 on average retired 9% of their shares outstanding. With the sector only recently returning most/all of FCF back via buybacks, we see many companies able to retire a further 10% of their S/O in 2025...rinse and repeat until valuations ultimately re-rate.
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@crudechronicle Stock Based Compensation, all the craze today. (Apple notable exemption). Palantir among the worst
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RT @BjornLomborg: Scandalous — why not reported everywhere? EU paid green groups millions to lobby EU to make stricter green policies O…
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@ericnuttall To bad $IPCO is not part of your investment universe, they would have been at the no4 spot according to Perplexity.
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RT @modestproposal1: "For example, if we compare 2002 to 2022 – an even twenty years, and a timeframe with more reliable starting data than…
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"In commodities, 32% of respondents said gold is the most attractive choice for investors in 2025, a large increase compared to only 5% of respondents giving the same answer last year." - Goldman Sachs
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RT @RBAdvisors: 5-year #inflation expectations have broken out. So much for them being “anchored”. Might the #Fed have to raise rates in 20…
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