Hi Ferg, loved your AMA again. Allthough I brought no question to the table, I want to echo your take on Shell. Plus I want to add something: They had an M&A with Arc resources that, in my opnion, is huge. You did not mention that in your ama but I do think that is important for future oil & natural gas production & trading of the company. On my own substack I wrote an article on it, if you like you can read it here: SHELL steps on the gas! https://investorassistance.substack.com/p/shell-steps-on-the-gas?r=2ovz6x&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks Martin, appreciate that I’ll have a read! Yeh did forget to mention Arc. It’s quite the combo when put together LNG portfolio flexibility, trading arm, arc deal and cheapness of long dated options combined with buybacks!
How Is Kevin Walmsley's Inside China channel not a CCP funded propaganda outfit? I'm frankly surprised you are not skeptical of the data presented in that channel.
CCP funded? He just launched a Substack to help pay for trips out to some of the factories. Never take anything as fact just gives me something to go research i.e. he pointed out the leaps and bounds Chinese coal miners are making in AI/robotics which I've found really interesting the more I've dug into it. Have to be careful slapping propaganda label on info sources granted there is a awful lot of it currently coming from all directions.
Hi Ferg, loved your AMA again. Allthough I brought no question to the table, I want to echo your take on Shell. Plus I want to add something: They had an M&A with Arc resources that, in my opnion, is huge. You did not mention that in your ama but I do think that is important for future oil & natural gas production & trading of the company. On my own substack I wrote an article on it, if you like you can read it here: SHELL steps on the gas! https://investorassistance.substack.com/p/shell-steps-on-the-gas?r=2ovz6x&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks Martin, appreciate that I’ll have a read! Yeh did forget to mention Arc. It’s quite the combo when put together LNG portfolio flexibility, trading arm, arc deal and cheapness of long dated options combined with buybacks!
Do you think the rise of GLP-1s poses a unique risk to tobacco firms?
What do you attribute to the right's rise in South America?
How Is Kevin Walmsley's Inside China channel not a CCP funded propaganda outfit? I'm frankly surprised you are not skeptical of the data presented in that channel.
CCP funded? He just launched a Substack to help pay for trips out to some of the factories. Never take anything as fact just gives me something to go research i.e. he pointed out the leaps and bounds Chinese coal miners are making in AI/robotics which I've found really interesting the more I've dug into it. Have to be careful slapping propaganda label on info sources granted there is a awful lot of it currently coming from all directions.
https://www.nytimes.com/interactive/2021/12/13/technology/china-propaganda-youtube-influencers.html
https://swarajyamag.com/insta/china-using-social-media-influencers-to-push-pro-beijing-propaganda-around-the-world-report
https://www.nytimes.com/2024/07/31/world/asia/china-propaganda-travel-influencers.html
https://www.youtube.com/@Inside_China_Business