Okay too political. But actually continuing in that vein. Valuation topic.
Pbr vs megeff vs soc. There is case for either of the 3. Is the valuation so good vs the political risk. What is the political risk in the 3? I think I have the right symbol on meg energy. 4.2 billion dollars market cap and 1 billion in free cash flow. Soon to start massive buy back. Hfir bought some.
Continuing on the topic of Canada energy, political risk. At what point is uranium joining the discussion. Mega uranium( symbol too close to meg energy) , Isoenergy, Nexgen itself.
I got Iso because they took over Virginia Energy. Pounds in the ground in Virginia. Yes uranium. Will they ever develop that deposit? Probably too logical for the Democrats ( yes I said that !)so we will burn coal instead. At some point valuation ( virginia energy) becomes too compelling. Are we there again in Canada? I am not the expert.
The problem is that someone needs to run a uranium outfit like a hibernated Idaho silver mine. Stop the power points, flashy conferences, drilling, diluting shareholders rinse and repeat ! Virginia energy was like that. Pay the geologists in stock options and they can work for a living somewhere else until the bear market ends.
Accumulate good prospects, and stop the cash burn. Then when the major comes to you, they know your not desperate. Sell when uranium is on everybodys lips. Move to some other dead commodity. Rinse and repeat.
One of these days , I will get you to look at sjt vs hgtxu. Natural gas. 230 million vs 19 million. 230 million has a distribution soon, hgtxu will probaby need $5 not $4 nat gas. If hgtxu does not take off in the next few months , I will cancel my subscription. Good news. My emails& posts will stop.
Shays rebellion not whiskey rebellion. You could argue it was anti tax. The point is the Republicans our now the party of Authority. As long as they are in power.
Note that the silver miners in Idaho are unionized. During hard economic times ,Americans can become quite left of center. This idea of teaching our new citizens " American values" is quite interesting. Should we send back the Italians and the Jews from the second wave of immigration. How about the Chinese and Japanese? Hey what about the Cubans from Castro?Does Trump go back? Jared Kushner? Marco Rubio? Most new citizens probably understand our constitution better than Trump.
Let Canada in ? Please explain why all the provinces dont get two Senators and Wyoming and Rhode Island get two? What do you tell Puerto Rico and District of Columbia?
Trump cites a mandate. Want a real mandate. Try 1936.
Rooservelt and Keynes saved Capitalism. German economic performance was better in the 30s. Lots of Government involvement.
Interest rates were increased in 1937 and Government spending was cut. Even if you say ww2 saved the New Deal , only proves that Keynes was still right. Ww2= massive government spending !Keynes was also a brilliant investor.
Obama saved the United States in 2009. Look at the stock market from 2009 to 2016. The problem is the Democrats think its 1932 and 2008 when its not. The Republicans think its 1980 and 2020 when its not.
The spending began under Trump in 2020 so the inflation is partly his responsibility. Actually way before.
Note also that the Reagan Recession of 1982 was the worst downturn since the Depression.
If Alberta goes to the Usa, then California , Oregon , Washington join British Columbia. Your Guest ignores that British Columbia is as left as California. The Blue States send their money to Washington Dc, to subsidize the Red states.
The Republicans are already losing control of their own town halls. They offer nothing to Canada. How many Senate seats? I welcome the discussion. What does the United States offer California ? Two senate seats? Water? Join Canada instead.
Canada has less jerrymandering. The senate in the United States is not democracy. What exactly is Puerto Rico ? By 2026 , it will become apparent that a break up the Us is more likely than Canada.
Note the only way we can measure health care is life expectancy. Canadas score is better than the usa. So Canadians know the reality of the American Health Care system. The United States has a gun problem. Canada has more right to punish the United States over guns than Fentanyl. Mexico also.
The progressive movement in the United States had the population behind it. Huey Long was a real populist unlike the fake one who is now in office. Study American History. Study something called the whiskey rebellion after the Revolution. If it were not for the New Deal, Huey Long could have become President.
Wake up . Bernie Saunders is quite popular in Red States.
Here is an interesting hypocracy. Republicans all for Israel. They are reclaiming their home land. Okay so perhaps the Mexico should reclaim the Southwest. Probably include the American Indians. Los Angeles was a city before 1776.
What are " American Values"! Send Trump back to Germany.
Okay too political. But actually continuing in that vein. Valuation topic.
Pbr vs megeff vs soc. There is case for either of the 3. Is the valuation so good vs the political risk. What is the political risk in the 3? I think I have the right symbol on meg energy. 4.2 billion dollars market cap and 1 billion in free cash flow. Soon to start massive buy back. Hfir bought some.
Continuing on the topic of Canada energy, political risk. At what point is uranium joining the discussion. Mega uranium( symbol too close to meg energy) , Isoenergy, Nexgen itself.
I got Iso because they took over Virginia Energy. Pounds in the ground in Virginia. Yes uranium. Will they ever develop that deposit? Probably too logical for the Democrats ( yes I said that !)so we will burn coal instead. At some point valuation ( virginia energy) becomes too compelling. Are we there again in Canada? I am not the expert.
The problem is that someone needs to run a uranium outfit like a hibernated Idaho silver mine. Stop the power points, flashy conferences, drilling, diluting shareholders rinse and repeat ! Virginia energy was like that. Pay the geologists in stock options and they can work for a living somewhere else until the bear market ends.
Accumulate good prospects, and stop the cash burn. Then when the major comes to you, they know your not desperate. Sell when uranium is on everybodys lips. Move to some other dead commodity. Rinse and repeat.
One of these days , I will get you to look at sjt vs hgtxu. Natural gas. 230 million vs 19 million. 230 million has a distribution soon, hgtxu will probaby need $5 not $4 nat gas. If hgtxu does not take off in the next few months , I will cancel my subscription. Good news. My emails& posts will stop.
Shays rebellion not whiskey rebellion. You could argue it was anti tax. The point is the Republicans our now the party of Authority. As long as they are in power.
Note that the silver miners in Idaho are unionized. During hard economic times ,Americans can become quite left of center. This idea of teaching our new citizens " American values" is quite interesting. Should we send back the Italians and the Jews from the second wave of immigration. How about the Chinese and Japanese? Hey what about the Cubans from Castro?Does Trump go back? Jared Kushner? Marco Rubio? Most new citizens probably understand our constitution better than Trump.
Let Canada in ? Please explain why all the provinces dont get two Senators and Wyoming and Rhode Island get two? What do you tell Puerto Rico and District of Columbia?
Trump cites a mandate. Want a real mandate. Try 1936.
Rooservelt and Keynes saved Capitalism. German economic performance was better in the 30s. Lots of Government involvement.
Interest rates were increased in 1937 and Government spending was cut. Even if you say ww2 saved the New Deal , only proves that Keynes was still right. Ww2= massive government spending !Keynes was also a brilliant investor.
Obama saved the United States in 2009. Look at the stock market from 2009 to 2016. The problem is the Democrats think its 1932 and 2008 when its not. The Republicans think its 1980 and 2020 when its not.
The spending began under Trump in 2020 so the inflation is partly his responsibility. Actually way before.
Note also that the Reagan Recession of 1982 was the worst downturn since the Depression.
If Alberta goes to the Usa, then California , Oregon , Washington join British Columbia. Your Guest ignores that British Columbia is as left as California. The Blue States send their money to Washington Dc, to subsidize the Red states.
The Republicans are already losing control of their own town halls. They offer nothing to Canada. How many Senate seats? I welcome the discussion. What does the United States offer California ? Two senate seats? Water? Join Canada instead.
Canada has less jerrymandering. The senate in the United States is not democracy. What exactly is Puerto Rico ? By 2026 , it will become apparent that a break up the Us is more likely than Canada.
Note the only way we can measure health care is life expectancy. Canadas score is better than the usa. So Canadians know the reality of the American Health Care system. The United States has a gun problem. Canada has more right to punish the United States over guns than Fentanyl. Mexico also.
The progressive movement in the United States had the population behind it. Huey Long was a real populist unlike the fake one who is now in office. Study American History. Study something called the whiskey rebellion after the Revolution. If it were not for the New Deal, Huey Long could have become President.
Wake up . Bernie Saunders is quite popular in Red States.
Here is an interesting hypocracy. Republicans all for Israel. They are reclaiming their home land. Okay so perhaps the Mexico should reclaim the Southwest. Probably include the American Indians. Los Angeles was a city before 1776.
What are " American Values"! Send Trump back to Germany.