I’ve been many things: an oil man, a coal man, a pirate, even a chinese lottery man; but I’ve never been called a “gas man.” Well, all of that is going to end right here, right now, as I declare myself that gassiest man on all of the internets (no flatulence).
Over the last few days, I’ve been accumulating the shares of AREX, not because of its exposure to oil– but because of its gas! The company has been trying to get out of the gas market, rather unsuccessfully, for the last few years. Each and every time they try to leave the gas world, it pulls them back in, now representing more than 40% of their revenues.
With the new ice age upon us and natural gas prices cheap as dirt in America, I like my chances, longer term, with a producer of this sort, this variety, in a world desperate for a little “slather” of heat during the winter months of Jan-March.
Aside from that, I’ve been in my laboratory (extra Dexter) finding cures for Alzheimer’s and working on drugs for NASH, via PRAN and RPTP.
Winning again.
That is all, for now.
Oh, I added to my AREX position today, in case that wasn’t abundantly clear to you.
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KWK?
not bad. They still need to sell assets.
Thanks. Fundamentals of oil and gas sector are beyond my cerebral reach.
Thanks. Fundamentals of oil and gas sector are beyond my cerebral reach.
You’re welcome
you’re welcome.
I always wanted to be a regional banker; SBNY, SIVB, etc.
no Kramer
Tell that to the White Whale.
GST
Best January in my portfolio ever
Good job.
My best was in 1991- Gulf War 1 (kicking Saddam out of Kuwait).
Same. Should prob sit out the rest of the year.