Alexander Stahel

@BurggrabenH

Research-driven, bottom-up Value Investor in oil & gas production and service companies

Zug, Switzerland
Vrijeme pridruživanja: listopad 2014.

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  1. Prikvačeni tweet
    25. srp 2019.

    1/13 On oil & oil equity prices: So why does oil and oil equities underperform the S&P and NASDAQ in 2019 by a wide margin?

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  2. prije 5 sati
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  3. proslijedio/la je Tweet
    prije 5 sati

    Interest rates & negative interest rates

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  4. proslijedio/la je Tweet
    prije 6 sati

    Mitt Romney says he will vote to convict President Donald Trump in the Senate trial, becoming the first Republican senator to support Trump’s removal

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  5. prije 7 sati
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  6. prije 8 sati

    China energy executives braced for 25% fall in domestic oil demand

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  7. proslijedio/la je Tweet
    prije 9 sati

    On Saturday, Tencent reported 24,589 Chinese coronavirus deaths before updating them to the official number of 300

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  8. prije 9 sati
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  9. proslijedio/la je Tweet
    4. velj

    shares have more than doubled in 2020, yet forensic accounting expert and founder of Behind the Balance Sheet says, “There are so many things wrong with Tesla…”

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  10. proslijedio/la je Tweet
    prije 11 sati

    Petrotal production growth graph. Looking forward to further growth in 2020.

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  11. 5. velj
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  12. 5. velj

    ⁦⁦⁩ guides for 145-165k boe PD for 2020, with a higher trend in foreseeable future, @ $4 / boe opex. World class, if not the best worldwide. E&P done right.

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  13. 3. velj

    Victoria’s Secret: not so hot

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  14. 3. velj

    An Embarrassment of Riches | Real Vision - excellent if u care to learn about banks

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  15. 3. velj

    Tesla: The mother of all short squeezes.

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  16. proslijedio/la je Tweet

    Buy when blood is running in streets.....New version re emerging markets.....buy when “ virus in the streets” ....focus on Chinese stocks ...

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  17. proslijedio/la je Tweet

    JUST IN: China foreign ministry says some countries, especially the US have" overreacted to the virus outbreak" & the "US has not given China any substantial hep on outbreak, US has unceasingly created and spread panic"

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  18. 3. velj

    Saudis Weigh Large Oil Cuts in Response to Coronavirus - WSJ Any views ⁦⁩ ?

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  19. proslijedio/la je Tweet
    3. velj
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  20. proslijedio/la je Tweet
    3. velj

    USD 3.8 billion of value creation since 2010 - all in all not a bad decade.

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  21. 3. velj

    Great read: IOG breathes new life into SNS or why we hold ⁦⁩ ...dirt cheap stock, Berkshire Hathaway as farmout partner, lowest cost producer thx to own pipeline, begin gas basin, etc.

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