I increased my HCLP position for $38.00. The partnership has been in a sustained uptrend and every encounter with the standard moving averages have resulted in strong resurgences.
I added to BAS for $24.03.
I love both HCLP and BAS here, more than I did before the Ukraine. The threat of Russian aggression is going to keep natural gas prices bid. You can also bet now is the time when EU members start looking to establish long term arrangements to wean off the Russian gas pipelines. Where else is big enough to supply that demand, besides the USA?
US drilling activity is going to be well supported going forward, and that means profit boon for BAS and HCLP (as if they weren’t about to rake it in anyway).
I also added to UEC, because…why the hell not? Just a couple more percent.
Cash stands at 25%. Positioning: AEC, CCJ, BAS, HCLP, NRP, UEC, physical silver, PGJ puts, TSLA puts.