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Bullboard Post History

by capconstrained


T.AOI

RE:$1.25

In what world?

October 5, 2024

T.AOI

RE:RE:RE:RE:RE:RE:RE:RE:Initiated a position in AOI

According to IR, FD shares will be less than 700mn, fwiw

September 17, 2024

T.AOI

RE:RE:RE:RE:RE:RE:Almost halved in only one year

Bring on the hate. Thank you

September 13, 2024

T.AOI

RE:RE:RE:RE:Almost halved in only one year

I am very sure the NPV is positive above $70 brent.  The question is it...

September 12, 2024

T.AOI

RE:RE:RE:RE:RE:RE:Initiated a position in AOI

.35/.65 = 54%

September 12, 2024

T.AOI

RE:RE:RE:Almost halved in only one year

AOI hate just creates a better opportunity to accumulate for those who have...

September 10, 2024

T.AOI

Very Good Thread

https://rb.gy/aj6to7 Coeus uses $345mn for net debt

September 4, 2024

T.AOI

RE:RE:RE:Initiated a position in AOI

It is unclear to me what will Prime's total debt will look like when it...

August 31, 2024

T.AOI

RE:RE:Month End Markup v Increased Probability of Galp Deal

Referring to GALP sale of 40% of PEL83.  Likelihood increases post Labor...

August 31, 2024

T.AOI

Month End Markup v Increased Probability of Galp Deal

I'm leaning month end shenanigans but will say that deal potential...

August 30, 2024

T.AOI

RE:Initiated a position in AOI

Based upon emails with IR, current projection of USD$100mn in dividends has...

August 30, 2024

T.AOI

Initiated a position in AOI

Will look to add as it drifts lower. 

August 29, 2024

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