安妮爸

安妮爸

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回复@安妮爸: 哈哈 特斯拉 $特斯拉(TSLA)$//@安妮爸:回复@安妮爸:几个观察想法: 1. SPX 年内高点4818 最近低点4114 今天反弹最高点4546 刚好是0.618分割; 2. SPX现在在positive gamma territory, 做市商是逢高卖逢低买; 3. 过去几天AMC/GME/TSLA是经典的gamma squeeze 现在开空风险收益好很多; 4. ...

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回复@安妮爸: Antero Resources Price Target Raised to $52.00/Share From $38.00, Maintained at Strong Buy by Raymond James//@安妮爸:回复@安妮爸:Raymond James Adjusts Antero Resources' Price Target to $38 from $32, Maintains Strong Buy Rating
AR’s commitment of returnin...

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几个观察想法: 1.SPX 年内高点4818 最近低点4114 今天反弹最高点4546 刚好是0.618分割; 2. SPX现在在positive gamma territory, 做市商是逢高卖逢低买; 3. 过去几天AMC/GME/TSLA是经典的gamma squeeze 现在开空风险收益好很多; 4. 季度末做市商们要仓位调整 几百亿美元的期权合约战争; 5. 通货膨胀...

转载

转载自黑色面包

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回复@安妮爸: 网页链接 February 17, 2022
FERC Updates Policies to Guide Natural Gas Project CertificationsFERC today issued two policy statements, providing guidance for future cons...

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Raymond James Adjusts Antero Resources' Price Target to $38 from $32, Maintains Strong Buy Rating
AR’s commitment of returning 25-50% of FCF to shareholders was a welcome sight, especially considering the company’s RJ E&P-leading 2022E FCF/EV yield (~23%!). Ente...

Talitha #A Testing Update

7th February 2022
Pantheon Resources plc
Pantheon Resources plc ("Pantheon" or "the Company"), the AIM-quoted oil and gas company with a 100% working interest in all of its oil projects spanning c. 153,000 acres adjacent and near to transportation and ...

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回复@安妮爸: U.S. Court of Appeals for the 4th Circuit today invalidated the U.S. Forest Service and Bureau of Land Management (BLM) approvals for the Mountain Valley Pipeline. The co...

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不说特斯拉的股票 也不评论特斯拉的车 Elon马斯克人品垃圾也暂且搁置一边 哪天嗑药磕过头死了 特斯拉还能不能撑的住?

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经济危机,社会动荡,还有多远?见好就收。 $美国投资级公司债-iShares(LQD)$ //@安妮爸:页岩气产量又上来了 看空

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财报还不错,2021Q4基本没有NGL的对冲了,后面就看NG/NGL的价格,可能还得留意资本支出成本上升(比如钻井、完井、NGL处理成本、钢管材料、人工之类等等。。。)网页链接

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今年下半年,海外职业投资人张景舒给各位《红周刊》的读者介绍了近期风靡华尔街价投圈的一本书,即威廉·格林(William Green)所撰写的《Richer, Wiser, Happier》,翻译成中文就是《更富有、更有智慧、更快乐》。

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作者系多夫曼基金董事总经理

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转发

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$Antero Resources(AR)$ $Range资源(RRC)$ Cont'd from JPM: Outsized exposure to liquids still warranted given growing prospects of propane supply squeeze this winter: As a result of robust demand and lackluster supply trends, C3+ prices have strengthened counter to typical ...

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$Antero Resources(AR)$ $Range资源(RRC)$ JPM View (not mine): In an environment where sector weightings for energy remain lackluster, getting the investing narrative correct is especially important in terms of E&P stock selection. We highlight 7 key 2H21 and early 2022 E&a...

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雪球上还有不少一人分饰多角的,雪球本身也很难判断举报投诉,一删了之对雪球是最简单的处理方式。有时间有精力的话还是通过相关法律法规解决。//@陈达美股投资: 我心态就特别稳定。之前有几个帖子,惹了某些大V的小粉红粉丝,后台私信那叫做不堪入目,招呼我没事,还招呼我女儿。用词也特别彰显这...

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几个Appalachian NG producers的财报反应basis differential的问题持续加重 一两年之内没有新的管道 利好$Antero Resources(AR)$ 另外AR没有继续增加对冲 继续看多 $Antero Midstream(AM)$ $EQT能源(EQT)$

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大佬们都是一个套路[大笑]