SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Johnny Canuck who wrote (206090)11/9/2025 6:13:41 PM
From: robert b furman3 Recommendations

Recommended By
DinoNavarre
E_K_S
roguedolphin

  Read Replies (2) of 206200
 
Hi Johnnie,

LIKE E_K_S says. LOL

IEA is a green biased "New Green Deal" political organization.

Their track reord is horrific, scarred with 100,000 barrels a day sneaky adjustments labeled as "missing barrels". G&R have been exposing them for years to be a political organization.

They completely missed the unbridled demand from the emerging markets.

The emerging markets don't wany renewabled because renewables are more expensive. They don't play the rebate games. They just want the lowest cost energy.

Biden was a bought and paid for senile fool.

Trump wants to remain competitive in the world ,and will not go down the road that Europe has disastrously gone down.

I have followed G&R for several years. They have been on the money:

G&R's most viewed blog posts of 2023 to date - rbfurman50@gmail.com - Gmail

They see the US shale deposits have peaked and new oil from non OPEC+ is rolling over .

I buy their view.

I'm new to nonoperating oil companies but have modest positions and as I'v eowned them for almost a year now, I like them better.

THEY HAVE AN EXCELLENT BUSINESS MODEL ,AS THIER MAIN ASSETS ARE ROYALTIES. If it doesn't pay well now, buy them on sale, keep the oili n the ground and sell tcrude when it does become profitable.

It is a very long term opportunistic view.

NOG is the oldest and largest, VTS is an upcomer and very aggressive with strong insider holding exceeding 25% of all shares.

That gives me great comfort.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News