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Bullboard Post History

by wannabebuffet

T.ENB

Another Covid Spike in China

There is another Covid spike in China. Hey, isn't that where it started...

March 11, 2022

T.TVE

RE:RE:RE:RE:TVE heading lower

I think the 'firm' imeans actually the 'infirm'.

March 11, 2022

T.CUM

RE:Upgrade

At 5 dollar a pound copper and 2 dollar a pound all in cost a 4:50 to 4.75...

March 5, 2022

T.TVE

RE:no reason why the debt cant be in order by June

I am looking forward to 1st quarter earnings, Last year they came out May 4th...

March 4, 2022

T.TVE

RE:dividend...did I read this right?

LOL  The dividend seems pretty paltry but my read from Brian's...

February 26, 2022

T.TVE

Good read on future of shale production

Eric Nuttall sure had shale production pegged. More TVE for me. https...

February 23, 2022

T.TVE

Good read on US shale - echoes of what Eric Nuttall has said

https://oilprice.com/Energy/Energy-General/Why-Isnt-US-Shale-Production...

February 21, 2022

T.TVE

Oh, the woes of the frackers

Supply shortages for frackers. Interesting. Supply Shortages Are Wreaking...

February 18, 2022

T.TVE

Some Good Reads on Oil Supply

Some good reads on the road ahead.  Echos what Eric Nuttall has...

February 14, 2022

T.CUM

How Politics Stifles Investment

The politics in the 'Stans' is destroying investment. A lot of...

February 10, 2022

T.CUM

Sometimes you know

Sometimes you know a thing will not end well. This is one of those things...

February 8, 2022

T.CUM

Good read on copper squeeze

With CMMC all in cost at $2.00 lb and copper at $4.40 lb the free cash flow...

February 8, 2022

T.TVE

RE:RE:RE:Debt Repayment

A nugget in the nogin is causing a brain disconnect. Perhaps a little oil...

February 7, 2022

T.CUM

RE:Freeport-McMoRan CEO .. not lovin the Chile vibe

Part of the same issue - politics will not be good for Chile and Peru. https:...

January 27, 2022

T.CUM

RE:time to say good bye to 4 bucks for good

So true. Looking forward to production numbers published prior to earnings...

January 19, 2022

T.CUM

Good Read on Metals Outlook

Copper at the end. Metals traders are bracing for the next big supply...

January 15, 2022

T.CUM

RE:Chile freezes lithium sale !

The tide is certainly shifting to the left, In Chile and Peru. “More than 3...

January 15, 2022

T.CUM

Boots on the Ground

Does anyone with 'Boots on the Ground' know how the expansion from...

January 9, 2022

T.CUM

Las Bambas Shutdown

Could be a long time finding a resolution. Peru government still far from...

December 30, 2021

T.CUM

RE:Chile has a serious set of policy changes in store

The shift to the left is a lot like a pandemic - doesn't care who gets...

December 29, 2021

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