GBA Presents: THE GREEN MARKET

I want to see some bolder action out of NATO.

You never know what to believe the Ukraine side is very good with the myths and social media.. The Ghost of Kiev may never of existed... But it's looking like Russia is getting a bit of an ass kicking on the ground as of late.

I expect some mass land grab by Russia over the next few days, ports, etc... But they may not get into a few of these major cities... It's amazing but Russia does not have air superiority still And before every Ukrainian fighter jet is downed - we need NATO to start buzzing around.

Ok no fly zone is out but couldn't they do something... If Ukraine allows it NATO planes can fly over the battlefield only Russia is saying no... NATO has said they will defend themselves... so I say lets start taking some passes over the country and if Russia engages, NATO shoots them down.
 
Word is the workers in the building are furious.
I am at a loss.
Last time they adverted a strike in the eleventh hour actually ten minutes before the strike! This time they are mad.

What have I done.
What have I done.
 
Monday everyone is this building (300+ units) can breath fresh air because of me. They can remove their face masks, but the great workers in the building they are still caged. They are still wrapped. This is wrong.

In food establishments now the servers do not have to wear face mask<--- this is huge I feared a world separated by mask-wearing the well to do have them off and the servers have them on<-- we can't have that it's un American or too American but we cannot have that! And we don't.

Until NOW!

#facefreedom
 
I was thinking exactly this the other day-

Foot Locker has gotten hit hard, stock looks like a buy, Barron's says 10:28 FL, NKE Here's a Hail Mary play: Buy Foot Locker after the stock's recent post-earnings swoon, Teresa Rivas writes in this week's edition of Barron's. Foot Locker's (FL) fiscal fourth quarter was stronger than expected when it reported results last Friday, but the market focused instead on the sneaker retailer's outlook, which called for lower full-year revenue as it sells fewer products from main supplier Nike (NKE). It was the first major indication that Nike may be distancing itself from Foot Locker, and that spooked investors, the author notes, adding that while the Nike news is a blow, it's certainly not a surprise. Rivas highlights that the company's more varied product lineup appears to be resonating with consumers.
 
Ok so I probably made a mistake selling LNG..

Getting past that-

EQT, Chesapeake among stocks to play rally in natural gas, Barron's says 10:08 EQT, CHK, CTRA, AR, RRC, SWN, TRMLF The invasion of…

My first thought it thank goodness they didn't list LNG///
second thought wish I could get behind this Barrons firewall now and then....

Lets break out these names ) ) )
 
So this is a trick... I ping up each name and scan the news. Are options leaning to Calls? Are we buying back stock? Did we beat earn? Do analysts like... Just general news flow...Positive or negative?- a couple names drop out that way and we are left with these 3.

1-CHK
Chesapeake
$84.99
+5.2875(+6.63%)


2- TRMLF
Tourmaline Oil
$40.23

+1.171(+3.00%)


3-AR
Antero Resources
 
So I know AR-The Hedgies like this name. Basically
Antero Q4 results -- misses in Q4, but plans pivot to buybacks in 2022

image_1294735124.jpg


Antero(NYSE:AR)reported earnings after the close, posting 46c/s in adjusted net income versus street expectations of 64c. Management also provided as hareholder return plan, and released 2022 guidance:

  • Shareholder returns - initiated $1.0b repurchase program (16% of market cap), and plans to return 25-50% of free cash flow to shareholders going forward (2021 free cash flow of $849m would result in ~5% buyback under new scheme).
  • Capex - drilling and completion capital is budgeted at $675-700m, a 5% increase when compared to 2021 levels.
  • Production - 2022 production was guided to 3.3bcfe/d (midpoint), and is ~flat with 2021 levels.
Buying back 16% of MC<----- That tends to work.
 
Now this freakin' stock is sexy.

TRMLF Tourmaline Oil Corp.

$40.231.17(+3.00%)

Gorgeous chart B/O

YTD-+ 24%!

1 Yr + 124%!

-> Tourmaline investors can expect multiple special dividends in 2022 as the company anticipates $700M in FCF each quarter.

Company Overview
Headquartered in Calgary, Canada, Tourmaline Oil Corp is the largest natural gas producer in Canada and one of the top ten producers in North America. Led by the former management team of Duvernay Oil, Tourmaline initiated operations in 2008 following the predecessor firm being acquired by Shell Canada for $5.9B. The company, which went public in 2010, boasts one of the highest insider ownership levels among the large Canadian energy names, with Directors and Officers owning approximately 8% of shares.
 
Gushing Free Cash Flow
Tourmaline's 2022 free cash flow outlook is astounding. Significant production scale, coupled with years of driving down operating costs, has positioned Tourmaline to drill projects with payback periods as low as 6 months. The company's low maintenance capital and optionality in growth capital position it to generate tremendous free cash flow in 2022. Michael Harvey, an Analyst with RBC Dominion Securities estimates the company will generate $2.6B in free cash flow in 2022, an amount that corresponds to an approximately 18% FCF yield.

I am starting to sweat.
 
According to Michael Harvey, Equity Analyst with RBC Dominion Securities Inc., Tourmaline is positioned to distribute $4/share in special dividends in 2022. Harvey also calls for two regular dividend increases in 2022, moving the annualized dividend distribution to $0.96/share by Q4. This $4.96/share in combined dividends equates to an 11% yield at current prices. :wtf:

Ok fingers tingling.
 
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