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Strategies & Market Trends : TRIPLE TRADES -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (4373)10/24/2025 10:21:55 AM
From: Tweets Boar Hog  Respond to of 4385
 
Has Trump taken a stake in this one, too.
I guess in a way they did.


finance.yahoo.com

Looks like LAC and IONR both have excellent projects in the works, but maybe they are a little ahead of themselves. Neither become revenue generators for a decent spell yet.

We're all getting old and tired ym.

Tweets



To: yard_man who wrote (4373)10/24/2025 3:49:17 PM
From: Tweets Boar Hog1 Recommendation

Recommended By
nicewatch

  Read Replies (1) | Respond to of 4385
 
BORR Drilling.

Another driller in case you have not heard of it. They are a young global driller, with a nice fleet of jack ups, that can work in up to 400 ft. of ocean depth.

Very high debt to equity ratio, but a trip back to 20 bucks would change that picture rather dramatically.

Will be interesting to see how BORR performs vis a vis RIG, going forward.

If you want some leverage, buy BORR and/or RIG, if you want to sleep well, buy PTEN and HP.

Tweets

Not sure the low is in, 50/50.



A while back I thot crude had bottomed, when it popped up above 70. It had not. So I went back LT and looked in some detail at the LT cycles. Crude has a very repetitive longer term cycle in the ~ 11.5 range, with the half cycle at 5.75. WTIC is in the window for a major bottom, any day now. Would be nice to get a spike low below 55, but not guaranteed. The next big peak in crude is quite a ways down the road. Jmo but the general markets should go with.

And inflation is going to up with crude, a reasonable amount. Gasoline, diesel which we use for heating oil, bout as cheap up north as I can remember.