ProvenReserves
@ProvenReserves
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Chapman - CPA. Masters of Taxation. Eagle Scout. ‘rice-otaku’. #nuclear #uranium #oil #deepwater #steel #LNG
Georgia, USA
Joined May 2022
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Pinned Tweet
Rendre le TGV orange à nouveau!!
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$ARM I hadn’t taken a look at earnings until now.. seeing as the stock was up what 100% in three days??
Sigh.
Is this what the secondary market is now?? Go public so you can jack up stock based compensation and then subtract that for “adjusted earnings” and tell (clearly
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$TSLA valuation madness.
Tesla's market cap is greater than the top 10 automakers in the world - combined.
While making less than 6% the revenue, and with net margins comparable to the rest of the industry.
The answer to the question how can this be justified? It can't.
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@BPBartholomew
I hope you understand from a cost perceptive this is all horrible for consumers.
Negative power prices means you have to pay people to get rid of your excess power.. rock solid investment thesis.〽️
Gigawatts of curtailed solar.. ohhhh wonderful. At least I’m not having to pay
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Technology $TSLA investors think only teslas have…
My Tacoma steering itself around the corner keeping the truck in the middle of the lane.. $TM
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Also..
$PBR - at 21.8% net margin, for the 3rd quarter 2023 - Petrobras is once again the most profitable integrated oil major.
And the cheapest too.
And the one with the line to the most material production growth.
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So - just for your edification, the total revenue for all motor vehicle stocks from Korea, China, India, Japan, Europe and the USA - all those enterprises had revenue last year of 2.8 trillion.
If we add airlines to that, we get to 3.4 trillion.
8-10 trillion for JUST
Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood
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👌🏻 $PBR will be making a full distribution. 50% now, 50% over the next year as prudence for the company’s financial position allows.
With Prates staying on as CEO, I would say once again PBR is a buy. The risk will always be there, and I’m sure plenty of you have been buying
$PBR.A $PBR
#Petrobras
Petrobras informs on Board of Directors' Statement on dividend distribution
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I’m going to reallllllly stress this point.
#uranium
Spot prices might blow up but it will always be temporary - term prices will be higher, but will never be as high. Why does this matter??
You’re not investing in the spot price. I’ll repeat this - YOU ARE NOT INVESTING IN
Despite a spot
#uranium
price at a ~16 year high, most uranium equities are below the September highs.
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$META
Effectively Zero QoQ user growth..
Utterly astonishing the market is paying zero attention to that.
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Not selling $PBR $PBRa or $EC.
I’ll let you know when that happens, but I have said these are 3-5 year holds, nothing has occurred that would change that timeline..
I can’t tell you why some prominent investors are selling. Sometimes people just move on, but I don’t sell high
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Oh fuck off traitor. They blew up pagers given to members of Hezbollah, taking out members of an organization firing rockets daily into northern Israel, in literally the lightest touch possible to target members of an terrorist organization.
What Israel has just done is, via *any* method, reckless. They blew up countless numbers of people who were driving (meaning cars out of control), shopping (your children are in the stroller standing behind him in the checkout line), et cetera. Indistinguishable from terrorism.
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I increased my $PBR position by 40% via this flash crash. Extraordinary Dividend? I think that will be decided at the AGM anyway. Regardless on the current dividend will have a forward 15% yield - Without factoring in increasing production..
Yea that is buy all day every day.
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@RashidaTlaib
Riiiiiiiight.
Go visit the Holocaust museum.. you should get a good look at what you support.
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I grew up in Savannah Georgia and lived next door to the descendants of one of the oldest jewish communities in the new world. My best friend as a child was Jewish. I saw them walking every saturday to services. I went with them a few times. Everyone one in my high school class
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If you're going to panic, panic first.
I’m downgrading
#Petrobras
to hold: with price target for any additional shares is $11.10 (common or preferred) - this represents a 15% annual yield plus a 5% socialist stupidity risk premium.
If you are currently holding and are fine
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@bitarchon
"Value Bulls Survive and Compound - Smart Bears die on their hill - and Dumb Bulls make excuses for not selling".
A better quote.
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$CRWD... They made 89.327 million dollars last year. and *checks notes* the current market cap is 75 billion.
839 times trailing earnings. 25 times trailing revenue.
I think you have better odds at an actual casino.
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Basically commodities 101 - gold investors smart but probably too smart. Silver investors like gold but are masochists. PGM investors enjoy telling ESG fucks to suck it. Uranium investors are in a cult. COM investors have daddy issues: like will daddy USA ever love them. South
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In as much as it matters..
PROVEN RESERVES REITERATES for
#Petrobras
: STRONG BUY + SUPERIOR VALUATION + OVERWEIGHT Ratings.
Common ADR $PBR Price Target of 18 dollars by year-end and 26 for YE 2024.
Approval of low carbon projects are gated with contingency on leverage limit
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I am taking a few days.. weeks.. months? off twitter.
This has all become a bit less fun and enjoyable for me lately and I want some time to recompute.
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#Petrobras
$PBR.A
#PETR4
$PBR
#PETR3
From the conference call - verbatim - Extraordinary dividends are on the table and such a dividend would be consider after year end, such as at the general meeting, after considering the outlook for the future and the needs of the company.
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I am not impressed with the results for the 3rd Qt. for Transocean - $RIG. I don't like slipping into an operating loss YoY on the quarter; the lower utilization YoY - 49.4% vs 59.4%. Especially of concern is that the projections for dayrates are starting to slip: Q4 '23 416k vs
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Just a little victory lap..
Petrobras $PBR - Commons Up 33.16% YTD $PBRA - Preferred Up 38.51% YTD.
Dividends Policy - Maintained and reaffirmed.
The Results - ANOTHER PROVEN RETURN.
And a little quote for a few months back.
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PSA - I have no plans to sell $PBR or $EC at this time. This isn't even something that is being considered.
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Breakouts for
#Petrobras
on the weekly.
$PBR right at prior resistance.
And $PBRA having the strongest weekly close in over 9 years.
Texas Hedge partner $EC also regained momentum with a close above the 8 on the weekly. The prior trends of deep sell off after ex-dates for
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$TSLA quarter was a disaster. Full stop.
Top and Bottom Line misses.
You have an steep reversal in growth, and for the first time in 11 quarters, they are having to burn cash to support operations.
The inventory figure is alarming. SERIOUSLY.
Expect deep production cuts
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Dear Lula -
Clearly PETROBRAS has been thinking about investments. Otherwise it would not have materially increased the capex plan over the next 5 years.
I am VERY happy you had a "serious" conversation with PBR management.
And if you don't like fuel prices matching
#PETR4
$PBR 🇧🇷
LULA: PETROBRAS NÃO É APENAS COMPANHIA DE PENSAR NOS ACIONISTAS
LULA: PETROBRAS PRECISA PENSAR NOS INVESTIMENTOS
LULA: PETROBRAS TEM DE PENSAR EM 200 MILHÕES DE BRASILEIROS SÓCIOS DA CIA (👀)
LULA: NÃO É CORRETO PETROBRAS DISTRIBUIR R$80 BI EM DIVIDENDOS
LULA:
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#petrobras
. $PBR
#PETR3
#PETR4
Let's review today so far. We know there is a meeting with Lula, Prates, Haddad, And Silveira today at 3 p.m.
We have been getting mixed messages in the media because BOTH sides of this argument are talking to the press.
Team
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“If I had any brains I wouldn’t have bought this cyberjunk”
@Tayray_b
That pose is just perfect isn't it.
The perfect "oh shit, I don't understand basic reality" pose.
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Today is Friday May 26th - It's a day the $PBR $PBRA bears hate with a burning passion, ranting about a communist boogieman that only exist in their head.
The thing they said was going to stop. BUT shocking no one actually informed - it didn't.
IT'S DIVIDEND PAYMENT DAY!
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So my initial assessment of the new $PBR dividend policy.
I think it’s fair to say that the changes are in line with expectations, and something that management has been telling us to expect for some time. Our current CEO,
@jeanpaulprates
has promised us that any new policies
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Anyway - I took today's gift of a sell off as an opportunity to increase my Petrobras position.
The additional shares, including today's dividends payment that was reinvested, increased my total shares held by ~13%. This had been a plan for a while, but such a large addition in
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So while the USA was descending into chaos, Chris and I were checking out the property of our future home. 36 acres.
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@PeorgeyGeorgey
Of course not. This is a post telling people who are long to just take profits. I have no idea as to the time of the cult implosion.
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The major test of fuel pricing policy has come and I am pleased to say that once again
#Petrobras
has passed. $PBR $PBR.A
#PETR4
#PETR3
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@DrFDrescher
@data_depot
@Austen
No bogged down by taking a good plan, running a train between LA and SF, and instead deciding that no no, it has to run through the Central Valley, acquiring no land before you even get the alignment set.. the project was literally just consultants who looted the state out of
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Buying $RIG. 4 ish dollars has been my entry target and I am opening a long position here in the speculation size.
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The Uranium cult should elect me to be their leader.
About a month ago I said Global Atomic is the only uranium equity worth buying.
Let's see how this is going so far...
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#Uranium
Well folks I am very sorry for my crimes against doctrine and heresy. As you know, it is obvious that all uranium equities have 70% upside down side from here. But what do I know, my timing has so far been off on STX and I must be constantly reminded about that and
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Amazing.. and utterly asinine.
If you only trade as a day trader, I can see how the ‘dividend irrelevance theory’ speaks to you, but let’s clear up somethings .
One, a dividend is not free money. It is a return of capital generated from the operations of the going concern to
Dividends are not investment returns.
They are not free money, and they do not offer downside protection.
They are like moving money from one pocket to the other.
When you understand this, you realize that dividends are not special.
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“We need exit liquidity. I mean it’s a great time to buy!”
Real Estate has bottomed and now is the time to buy says Blackstone
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I am out of $RIG - I attempted the entry at 5.61, but this is clearly a selloff, not a test of support. Try again at MAYBE 5 dollars, but I think 4.78 is in the cards here.
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@CartlandDavid
No. Japan has not moved to ban mRNA vaccinated individuals from donating blood..
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The fact that this administration is even discussing this is already insane. To even do it would result in the greatest overreach of president power in history of our nation.
To wit I ask - WHAT EMERGENCY? Can you not breath the air? Are the crops failing? Can you not even go
Climate emergency declaration could enable the president to halt crude exports, suspend offshore drilling, and throttle the movement of oil and gas on pipelines, ships and trains — Bloomberg
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Tick tock tick tock.. the Permian decline train is soon going to something oil traders cannot ignore.
How do I know? Am I some petroleum engineer?
Nope, I’m just an accountant.. and the books tell me the story and I know how this story ends.
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$PBR - my read on the comments from Prates -
Extraordinary Dividends might be less extraordinary.. because: Prates does not intend to take Petrobras in the direction of taking on debt to fund capex, in renewables or otherwise.
I think the target of todays commentary is more
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Bitcoin is a ponzi.. give a man a bitcoin, he owns some random line of code.
Gold is a fetish for rubes.. give a man some gold and he will own a random rock.
But give a man a combine harvester and he will feed the planet.
Own assets that are productive and harvest the true
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And someone leaked the results.. they are reported as the 4th quarter results on the investor relations site.
#Petrobras
$PBR.A
#PETR4
$PBR
#PETR3
Anyway, 54 cent total dividend for ADR shares for the third quarter. To be paid in feb and March of next year in 27 cent
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And I ask again.. HAVE YOU ACTUALLY READ TORNETTA V. MUSK??
$TSLA
Because this isn’t some “official review” on the 5 yard line before the touchdown, Tornetta filed his complaint in 2018!
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Well I said that Petrobras was the only integrated oil play worth investing in a year ago. (Add $EC if you like a little diversification).
And I stand by that 100%, with nearly 100% gains and a runway that is just getting started.
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Shut your fucking whore mouth. Hell will freeze over when that happens.
ELON MUSK SAYS WARREN BUFFET SHOULD BUY A POSITION IN TESLA “ITS AN OBVIOUS MOVE”
$TSLA
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Sigh. Welcome to
#uranium
hell, there is no yellow cake, only red velvet cake.. for your the color of your uranium stonks.
Muhahahahahah. You must own choose.. do you buy the dip and open mystery door number 1. Which might take you to valuhalla or… a deeper ring of hell.
Or
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Y’all remember when I said I had literally zero intention of selling PBR and EC..
Don’t sell undervalued holdings.
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“It is circulating that Prates told foreigners that "Lula asked for the maximum dividend possible this year", amid the government's fundraising saga”
Prates said at the very beginning of his tenure as president of Petrobras ‘if you don’t want to be an investment partner with the
Prates, CEO da Petrobras
#PETR4
, está em NY
Circula que Prates teria dito aos estrangeiros que "Lula pediu o máximo de dividendo possível este ano", em meio à saga arrecadatória do governo
Aos shorts, cuidado
Analistas projetam dividend yield de até 27% para Petro esse ano
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Excellent news! This could mean that
#Petrobras
has satisfied the requirements for exploratory drilling in the equatorial margin.
$PBR $PBR.A
#PETR3
#PETR4
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I am out of $NFE. I think the business has potential, but I cannot accurately project revenue with any acceptable margin of error. If I can’t get the top, my bottom line will never have the confidence needed to back an investment thesis.
It’s time to admit I was wrong here and
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I just want to review for the group -
Before Feb 24th 2022 the following was true.
- Finland was not in NATO.
- Sweden was not in NATO.
- There was no NATO army threatening Russia to do god knows what based on some fantasy (fever dream) scenario dreamed by up Putin..
- Russia
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A solid quarter for $VALE
Long with high conviction here.
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The worst is over for $PBR.
The fear that PBR would be force to set a loss leader price is over. PBR will set prices to maintain profitability.
Alternative cost = imported fuel cost.
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Houthi sources are reporting their armada of speed boats have sunk the entire U.S. navy and currently preparing to make landings on multiple east coast USA mainland locations.
/s
I don't know how to say this, but Houthi sources have confirmed to be that they sank 4 US aircraft carriers in the Red Sea.
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They just keep rolling in..
IF ONLY SOMEONE TOLD YOU THAT KUPPY WAS FULL OF SHIT: ie. KAP PRODUCTION WAS NOT JUST GOING TO COLLAPSE.
IF. ONLY. SOMEONE. WARNED. YOU.
Next time when I tell you something, you better come correct with the facts and not “but you only did 200
#Bloomberg
's Jacob Lorinc and Geoffrey Morgan having a bad day.
$KAP apparently will produce 23 million tonnes of
#uranium
this year. Fucking impressive. That's 50billion lbs.
I guess they found the billions of lbs
@itswarrenirwin
was talking about.
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Florida has become the land of sanity.
Meanwhile, in Florida:
"If someone is breaking into your house, you're more than welcome to shoot. We prefer you to do that, actually."
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#petrobras
. $PBR
#PETR3
#PETR4
So this is how I see this going.. BTG et Al are going to be reaching out to “Lula”. They are going to say hey we were told to expect an extraordinary dividend. You have made us look really stupid to our clients.
The next part is critical. Lula
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My name is Chapman. I don’t hire people to do anything.
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I recall getting A LOT of flack for telling people to take profits on $RIG at this price.
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LAST Year - $NVDA missed their guidance for 2nd quarter revenue by 1.4 billion dollars. But hey - maybe they will have 11 billion in rev next quarter..
If you are long NVDA - via calls or the stock - look around, you're not in the casino anymore, you're in an insane asylum.
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Did you get dumped on??? Next time don’t buy a company that just reported a quarterly operating loss of over 800 million. 🤡🤡🤡🤡
YOU GOT WHAT YOU DESERVED. $ALB.
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Ehh, I don’t care about your opinion y’all. I’m an investor, as in I expect a return on investment, and uranium is an uninvestable commodity and sector.
I could go over how all of these mine equities are pricing in 200 dollar+ uranium, but bless y’all’s hearts, I would be
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BUT LULA WAS GOING TO TAKE OUR DIVIDENDS.
Sigh lol.
AND buybacks (which at this valuation I would totally support), might be getting added to the remuneration policy as well.
LFG!! - $PRB $PBRA
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This $PBR flash crash is looking like costco hotdogs...
The source of the story cannot be located. It is not on the website or on their twitter timeline.
$PBRA
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You want an electric future? You better start building nuclear power plants.. today.
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I’m a reaffirming my year-end price target for Petrobras common at 18 dollars. $pbr $pbr.a
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If you want to know why I’m not selling energy..
You can go long a bubble.. you can short a bubble.
Or you can just long energy and have some patience while getting a nice dividend.
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Cyberstuck - $100,000
Composite Decking - $3,500
A fine for Failure to Flag Load in Washington state - $250
Hubris and the mess from a failed attempted at virtue signaling spread out across the parking lot for all to see - priceless. 🤌🏻
Actual Useful Ute functionality is upcoming in an OTA update.
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Sigh - I have also said REPEATEDLY - that Global Atomic $GLATF should allocated as a SMALL position only.
And if you're are operating under the assumption that uranium equities don't sell off wellllll... good luck.
AND I live in a glass house. You know what a glass house is?
Chapman’s
@ProvenReserves
only position on the
#uranium
trade.
People who live in glass houses shouldn't throw stones.
Love,
Burrito 🌯
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$NVDA - once again, another double digit revenue beat and guiding for the same next quarter.
The Immaculate Balance Sheet - 4 Quarters in a row of basically exceeding all rational estimates of financial performance. Not a single miss anywhere.
I don't have any evidence to
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$NVDA - Yea. Up 25% after hours. A near trillion dollar valuation for a company that made.. 4.3 billion in net income and 9.7 billion in the year before.
Let's say they make 40 billion next year. - Maybe AI = 11 billion per quarter in additional revenues.. who knows, AI is
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