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Hidden Value Gems
I saw this headline many times before - but what if this time it is correct? 🤔
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I saw this headline many times before - but what if this time it is correct? 🤔
OK, we heard this many times before. But what if this time it is actually correct (ESG, new focus on FCF and geology)?
"The country’s crude oil output is expected to increase by just 170,000 barrels a day in 2024 from last year, down from a jump of 1 million barrels a day in 2023, according to federal record-keepers. That is the smallest annual increase since 2016, not counting the pandemic." - @WSJ
#Oil - Hidden Value Gemstweet
Offshore
Photo
Hidden Value Gems
OK, we heard this many times before. But what if this time it is actually correct (ESG, new focus on FCF and geology)?
"The country’s crude oil output is expected to increase by just 170,000 barrels a day in 2024 from last year, down from a jump of 1 million barrels a day in 2023, according to federal record-keepers. That is the smallest annual increase since 2016, not counting the pandemic." - @WSJ #Oil
tweet
OK, we heard this many times before. But what if this time it is actually correct (ESG, new focus on FCF and geology)?
"The country’s crude oil output is expected to increase by just 170,000 barrels a day in 2024 from last year, down from a jump of 1 million barrels a day in 2023, according to federal record-keepers. That is the smallest annual increase since 2016, not counting the pandemic." - @WSJ #Oil
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Offshore
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Hidden Value Gems
Looks like a very interesting asset benefiting from high gas price volatility especially between summer and winter seasons.
Hard to know if it is a good deal without understanding normalised earnings and the balance sheet of those companies.
A 4th deal by $KIST.L since IPO (£25m)
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Looks like a very interesting asset benefiting from high gas price volatility especially between summer and winter seasons.
Hard to know if it is a good deal without understanding normalised earnings and the balance sheet of those companies.
A 4th deal by $KIST.L since IPO (£25m)
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BizToc
4) China Faces $7T Economic Slump —
China grapples with a staggering $7 trillion downturn, as soaring debt levels and real estate challenges threaten economic stability. #EconomicCrisis
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4) China Faces $7T Economic Slump —
China grapples with a staggering $7 trillion downturn, as soaring debt levels and real estate challenges threaten economic stability. #EconomicCrisis
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BizToc
2) Longest-Range Delivery Drone —
A game-changing, long-range delivery drone could soon be making its way to your neighborhood, transforming suburban logistics. #DroneTech
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2) Longest-Range Delivery Drone —
A game-changing, long-range delivery drone could soon be making its way to your neighborhood, transforming suburban logistics. #DroneTech
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BizToc
📰 BizToc.com Hourly News Flash
1) White House's $5.8B Water Investment —
White House allocates $5.8 billion from infrastructure funds for nationwide water projects, ensuring vital resource management. #Infrastructure
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📰 BizToc.com Hourly News Flash
1) White House's $5.8B Water Investment —
White House allocates $5.8 billion from infrastructure funds for nationwide water projects, ensuring vital resource management. #Infrastructure
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BizToc
3) China Cuts Mortgage Rates —
China drops mortgage-linked rates dramatically in an unprecedented move to breathe life into its housing market. #RealEstate
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3) China Cuts Mortgage Rates —
China drops mortgage-linked rates dramatically in an unprecedented move to breathe life into its housing market. #RealEstate
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BizToc
2) U.S. Chip Resurgence —
America's largest semiconductor maker secures $1.5B for NY, Vermont plants, signaling a comeback for U.S. chip manufacturing. #Semiconductors
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2) U.S. Chip Resurgence —
America's largest semiconductor maker secures $1.5B for NY, Vermont plants, signaling a comeback for U.S. chip manufacturing. #Semiconductors
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BizToc
📰 BizToc.com Hourly News Flash
1) LockBit Ransomware Site Seized! —
US and UK law enforcement claim a win against cybercrime by shutting down LockBit ransomware's dark web site. #Cybersecurity
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📰 BizToc.com Hourly News Flash
1) LockBit Ransomware Site Seized! —
US and UK law enforcement claim a win against cybercrime by shutting down LockBit ransomware's dark web site. #Cybersecurity
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Ben's Bites
today in AI:
1/ After showing a sneak peek of its video generation model, OpenAI is launching a version of its own community—the OpenAI forum. But this new forum is more than just a community, it’s @OpenAI’s attempt at making direct contact with experts, reviewers and users. Our summary: bensbites.beehiiv.com/p/open…
2/ Nvidia’s bringing all authors of the “Attention is All You Need” paper together for a session with Jensen Huang. Register here to attend: nvidia.com/gtc/session-catal…
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today in AI:
1/ After showing a sneak peek of its video generation model, OpenAI is launching a version of its own community—the OpenAI forum. But this new forum is more than just a community, it’s @OpenAI’s attempt at making direct contact with experts, reviewers and users. Our summary: bensbites.beehiiv.com/p/open…
2/ Nvidia’s bringing all authors of the “Attention is All You Need” paper together for a session with Jensen Huang. Register here to attend: nvidia.com/gtc/session-catal…
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