High Arctic Energy Services Inc T.HWO

Long for Long

[MiguelSanchez1]

I'm irresponsibly long this one. One of the most asymmetrical upside plays I've ever seen. Market cap to cash on hand is still beyond obscene. This and TCW I've been buying all year and am holding for 3-5 years. Expecting TCW above 10 and HWO above 6. Absolute no brainer. Commodity price inflation/commodity supercycle is just starting. People are gonna come to realize the trade off they are making with oil under investment and this green delusion they've been pushing. And that's not even mentioning the competitive currency devaluations. Expecting 100+$ oil before 2025 and demand to be back over 100mb/d fall 2021. Gasoline especially should crush 5 year average next summer when people get out and start living. And they will. The current narrative is that everyone thinks everyone else will consume less, but they have to plans to do so themselves! They're gonna start living. I see the biggest summer driving season ever.

LNG should continue to grow over the next decades as countries transition from coal and realize the issues with the green delusion and capacity/intermittency.

 

HWO should continue buying back stock. Once divi is reintroduced, this should run to 3 to 4 pretty quick. The hardest part will not be selling too soon. Wait until the retail mooks and funds that were dumping oil names the last three-four years start buying back once oil hits 80 and keeps rising. These names will be rising with little to no offers on the order book. Dumb money has been more than flushed out

[impega]

Miguel, you make a compelling case for this stock. It looks like they are one of the best positioned for a rebound in the energy industry. Looks like rig counts have already started to pick up. And we could hear some positive news out og PNG very soon. Will be keeping a close eye on this one.

[MiguelSanchez1]

Yep. It'd be one thing to have just undersupply. It's a whole nother ballgame when you also have competitive currency devaluations, demand related fiscal packages and inflation hedging. Plus, like I said, the green thing is a paper tiger. It's classic socialist vitrue speak. Individual socialists want higher taxes for everyone else but them. Green ppl want to still consume and travel