Milanos Milano
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Posts posted by Milanos Milano
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Just now, GoBills808 said:
Prepare to most likely be disappointed then
Wouldn’t be anything new. But show me someone happy with a silver or a bronze, and I will show you a 1st and 2nd place loser.
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Anything short of a SB win is a disappointing season.
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Expecting a big punishing win. 34-13 .
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One thing, I which the Pegula’s would update their website and at least post some more investor relations information.
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On 8/14/2020 at 9:07 PM, Over 29 years of fanhood said:
Yeah ya do! Good luck man. I hope you 5x that action
I hope so, would be a nice return. If I didn’t think NG wouldn’t be around, I wouldn’t invest. $2.4 , I think it gets to $3 in January.
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I heard he gets paid at a rate of $50 per clap.
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5 minutes ago, Locomark said:
Honestly I think this year you can use the pass and play action to set up the run for some opponents and for others you run it down their throats. We should have the talent to do both now. Before it was always run first and every opponent knew it. Our play action should be killer this year!
It’s so Billsy that this year is probably the best year talent wise since the 90s and the season might be handicapped. So excited this year for the team. Play action is going to be so fun. Can’t wait.
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Would be fun if the NFL had another Sanders. That dude was one of the funnest players to watch. Straight up filth.
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On 8/13/2020 at 8:21 AM, Over 29 years of fanhood said:
sure, I’m talking growth potential not safe. All I’m saying is growth investment potential is impacted by a dem sweep and anti frackers in power.AFA was the last priority When they had a sweep. Killing fossil fuel industry or at least complicating its ability to operate is probably next on the list. It’s where a large amount of republican money comes from.
Did you take a position ?
I think Pegula can make 3 to 5x by the time he sells off the company again. I don’t want to be in long term (more than 6 years) . I have a fairly large position. 8k shares.
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14 hours ago, Over 29 years of fanhood said:
It was more about Harris and her bio and stance on green new deal AND the Democrats May well sweep WH, and both houses AnD the AU prof who’s hit every election since Nixon says Biden is the guy. I kept 200 shares anyway.
I still believe in pegs, But this is going to be a headwind I wasn’t really thinking about. for example he could acquire a value asset but then get caught up in a bunch of new regulatory stuff that kill his ability to execute.
while I trust logic, politics are unpredictable
I just don’t see it. They may want a green new deal, but it’s not happening overnight. Renewables will be a gradual rise. NG is safe for another 40 years. It’s coal and oil that’s in trouble. I wouldn’t invest if any company is exposed to those.
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7 hours ago, Over 29 years of fanhood said:
i guess I came back to your side of the issue... I just sold 80% of my stake. With an anti fracker as VP in a matter of months and possibly president thereafter, that might be a killer to any value plays Pegs can spin even near term. I’ll keep the other 200 just for kicks but it’s likely not moving much.
Probably will just plop the proceeds into a bank Stock or BP which are benefiting from and apparently sector rotation from tech to industrials.i also made a hefty $23 (~13 after transaction feeds) On my move! What a wild ride it was.
the other possibility of course is anti fracking could drive prices up, in the form of constraining exploration, but I’m not sure what that does for producers without conventional wells.Sad to see you sell your shares. NG is going nowhere and I doubt any laws are passed to ban fracking nation wide. That would just about kill what energy independence we had. I can see fracking being band if we had like 50% national EV fleet and 50% renewable energy mix, but we are nowhere near those kind of numbers yet. Pegula has already stated they want to target assets that already have productive wells.
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Stock $10.01 and NG $2.19 . Not much action.
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2 hours ago, Jauronimo said:
So how many shares of ERESU do you own?
Go read my contributions in this thread. Never said Pegula doesn't know what hes doing or wont make money so you can quit with the strawman. You think the energy industry is headed to new highs for reasons you can't articulate, and that's great. Another poster thinks this SPAC will do 2x at least. I have responded to misinformation and baseless speculation.
Clearly, I'm not so bullish on fossil fuel market given the reasons I have laid out. I'm also skeptical of the SPAC boom in general. How many actually say they can't find a suitable acquisition and return capital to their investors? None. The pressure to make a deal, any deal is real. The history of SPACs in the energy space is particularly terrible. Pegula may find a some nice deals and investors could very well make some nice returns if he can scoop up some distressed assets. If you think $4 mbtu gas is coming back anytime soon given the supply we have, well I disagree.
I was highly skeptical for a while but now I am optimistic on the EV market. I am digging my 150% YTD return on TSLA too. The world's largest car market is all in on EV's. Major manufacturers like VW, GM, Ford are all in. I do think hydrogen is a dead end.
EVs still run on electric and more of our electric will be supplied by natural gas. Not to mention all those coal power plants need to be converted over to NG. The more EVs on the road, the more electric demand will increase.
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Probably not for sale, but a small little private company called Penn General Energy would be a nice get with their amount of gas wells.
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3 minutes ago, haroldwaide said:
I honestly don't see going 100% EV on the next 10 to 20 years unless charging times are reduced significantly and charging stations become much more plentiful but that's just my opinion.
As for ERESU, my hunch is they have looked at three, possibly four targets to acquire with the hopes of landing 2 of them. What those specific targets are I can't even begin to speculate, but Terry and Kim don't want a failed business venture to taint there legacy. You can bet that if they went public with this, they know full well what the next steps are going to be, even if we don't...
This. I can almost guarantee you the price of NG won’t be below $3 for long. Coal power plants will be converted to NG soon enough, demand will increase. EVs will still need NG for electric. And people will need to heat their homes. NG isn’t going anywhere for the next 30 years.
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NG up to $2.20 today.
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12 minutes ago, Over 29 years of fanhood said:
what does being wrong about how he made money have to do with the post I quoted? I’m not sure it does, nor did I say so.
but this notion that pegs doesn’t know this industry where he bought/sold his way to over 4 billion in wealth is absurd. The whole commodity business is transactional in nature.
That notion that the entire fossil fuel industry is undervalued at present due to unprecedented economic disruption and likely to recover in the next few years is certainly rational and worth an investment.
Especially considering pegs doesn’t over leverage his companies. One of my biggest pet peeves in investing is a CEO that spends like a drunken sailor, spending money they don’t have. One of the reasons Terry is going to get cheap assets is because of the poor financial decisions of past CEOs. These companies are so over leveraged, they can’t get any more money through traditional routes, so they diluted their shareholders to oblivion. Forced to sell what good assets they have for depressed market prices, just to cover their debt repayments.
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4 minutes ago, Mr. WEO said:
I wouldn't own stock in that company.
Why are you guys being so obtuse. These companies aren’t selling their valuable assets just because. They are selling their assets because they need the money to pay creditors. Pegs wants to buy PDP assets.
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6 minutes ago, Jauronimo said:
I know what they are targeting since I read the S-1. They specifically mention a focus on PDP assets (as opposed to PDNP, PUD, and probable) as I already mentioned up-thread. I also read the part of the S-1 that says they can invest in anything under the sun as they see fit.
If you think PDP is inherently a good investment to the tune of 2x upside then load up on ERESU and wait and see what they ultimately buy.
SPACs I have seen make one big splash. They aren't PE funds which have the luxury of 10+ year terms over which to deploy capital. I do not think ERAC is going to be traveling the country "well hunting" for a series of small deals. I am not sure that is even legal under the structure of the vehicle.
You are actually right, I just re read some material about SPACs, and I think they must use like 80%+ of the funds on a deal. I think that’s the case, but I’m not a professional when it comes to this. Either way, I think Pegs wants to retain control of his company, I don’t see a merger happening.
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Didn’t East Resources pay out a dividend as well? Pegs takes care of his investors.
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4 minutes ago, Jauronimo said:
I work in transaction services in the energy capital of the world dealing almost exclusively with clients in the energy industry. But thank you for clarifying the tax structure of a transaction for me while ignoring the financing side of the deal. Also, thank you for clarifying what acreage and leasehold rights are vs barrels of produced crude. I thought Pegula was just going around buying warehouses full of gas tanks and barrels of oil!!
By the way, depending on the formation wells produce oil, gas, gas liquids, and some other less useful *****.
They are going after developed acreage. Of course they will have to take on some debt, but they don’t appear to be initially going after undeveloped acreage. They want wells already in production.
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2 minutes ago, TheFunPolice said:
So is the consensus that our top 10 richest NFL owner doesn't know how to run his business?
Most of these posters are just bitter environmentalist. There is nothing wrong with wanting renewables, but these people are completely unrealistic.
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A lot of people here don’t like pegs spac company because of the environmental aspects of it. You aren’t getting 100% renewables for a long time, so you might as well just accept natural gas and get over it.
ESPN Simulation Entire 2020 Season
in The Stadium Wall Archives
Posted
If you aren’t winning, you are a loser. The goal is to bring home a Lombardi. Anything short of that is a disappointment. 19-0 is the ultimate goal.