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The tale of the two hated stocks.
I call this screener - left for dead.
May 21, 2024
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Chapman Scarborough
2
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The tale of the two hated stocks.
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April 2024
On Thermal Coal.
It has been sad that natural gas is the widow maker trade, well, it’s not just for natural gas, but also Everything else associated with the entire…
Apr 25, 2024
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Chapman Scarborough
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On Thermal Coal.
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March 2024
NFE update - Monday Morning Conference Call.
So as you can imagine - has been one thing..
Mar 22, 2024
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Chapman Scarborough
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NFE update - Monday Morning Conference Call.
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NFE - Vertical Integration Flow Chart
The Proven Reserves Desk for Edification of Eccentric Enterprises has prepared this flow chart to give you a better understanding of the vertical…
Mar 5, 2024
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Chapman Scarborough
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NFE - Vertical Integration Flow Chart
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New Fortress Energy - 2023 Assessment and 2024(+) Outlook.
You’re not crazy; the market just can’t see the fortress for the trees.
Mar 4, 2024
•
Chapman Scarborough
9
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New Fortress Energy - 2023 Assessment and 2024(+) Outlook.
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February 2024
Kazatomprom and Cameco - 2024 and beyond.
So the big event that everyone was hoping to send the spot price of uranium to 200 dollars a pound has come, and as exactly as I expected it to go…
Feb 8, 2024
•
Chapman Scarborough
5
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Kazatomprom and Cameco - 2024 and beyond.
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January 2024
Astonishing.
Well the immaculate dividend lives for another quarter!
Jan 24, 2024
•
Chapman Scarborough
1
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Astonishing.
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Once More Onto The Breach..
Honestly I hesitate to even publish things like my analysis on . Going against the market, and it’s prevailing belief (is for me) far easier to do on a…
Jan 24, 2024
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Chapman Scarborough
5
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Once More Onto The Breach..
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December 2023
Global Atomic - the only one worth buying.
You will probably recall that Proven Reserves Proclamations Portending Perfidious Politics Desk declared back in July of this year that I was pulling…
Dec 14, 2023
•
Chapman Scarborough
5
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Global Atomic - the only one worth buying.
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Transocean - in the Short Term..
So this is just a brief update and comment on Barents and the new contract that was announced.
Dec 12, 2023
•
Chapman Scarborough
4
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Transocean - in the Short Term..
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The Permian Basin - End of the Fracking Line.
It has been long foretold that the steeper declines would be putting an end to the never-ending growth of Permian production and other shale resources…
Dec 7, 2023
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Chapman Scarborough
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The Permian Basin - End of the Fracking Line.
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Uranium: No mine* for long term investors.
First - Let’s address one thing right off the bat here.
Dec 4, 2023
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Chapman Scarborough
6
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Uranium: No mine* for long term investors.
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