Who am I voting for in 2024?

Anyone but Biden. Im tired of the race-first politics.

$PBR.A $PBR #Petrobras reports oil discovery in ultra-deep waters of the Potiguar Basin

Call me a bag holder
Call me a LatAm apologist
Call me anything,

But im sticking with $PBR.A throughout the turbulence.

Dont let a media scare over a special dividend change your mind.

Oil bull thesis: still there
Brazil bull thesis: still intact

10 toes down with Petrobras.

GURGAVIN Petrobras $PBR - cheapest oil major on the planet. Buying back shares 15%+ dividend and production growth. With industry leading low cost lifting.

Let's talk about some of the tailoring and choices in this photo, and how you can avoid making the same mistakes. 🧵

$PBR.A $PBR #PETR4 $EC

Been calling this spike in oil since January. Expect for WTI to exceed $90/bbl very soon.

$PBR.A $PBR #PETR4

How to play the current situation

Bullish physical crude, bearish refinery margins.

I'm asking those who love the outdoors to post a picture YOU took. Just a pic. No description. The goal is to regain peace and harmony without negativity. Please copy the text, put a picture on YOUR page, and let's look at these beautiful pictures.

You know a stock is shit when you see metrics that you’ve never seen before being used to justify that stock.

“PDP reserves to capital yield ratio”

Future generations will remember the saudi oil cut of 2023/2024.

Oil Thesis:

Brent will hit $100 by the end of June.

Why? Because US inventory will see massive crude draws in the following 12 weeks.

Unimpressive Venezuela ramp up (800kb/d), Permian output stuck on 6mb/d, US refineries done with freeze-over, and Saudis maintaining 1mb/d cut.

$PBR $PBR.A #PETR4

Don’t be surprised when Brent exceeds 2023’s $94 high. May only take another 2-3 weeks. Crude will be drawing.

$PBR.A $PBR #PETR4

Shares of Petrobras fell by roughly 14% over the course of 2 weeks.

Find out why the equity suffered recently, what to expect at the April 25th annual meeting, and what alternatives there can be for the $8.8b remuneration reserve.

open.substack.com/pub/commoditie…

I increased my $PBR position by 40% via this flash crash. Extraordinary Dividend? I think that will be decided at the AGM anyway. Regardless on the current dividend will have a forward 15% yield - Without factoring in increasing production..

Yea that is buy all day every day.…

PBR.A up 2%

With $PBR.A, you never have to worry about the quality of their reserves.

Petrobras is profitable, And is sustainable.

-10.9b Boe in Proven (1P) reserves

-10.7 years RLI (Reserve Life Index)

-Does not include Foz do Amazonas basin, which Petrobras estimates has 5.6b reserves

In honor of $CNQ releasing their Q4 earnings this week, i wrote a few paragraphs on why Suncor $SU is the most underrated company out of Alberta’s Oil Sands.

New CEO looks to be strengthening focus on upstream crude production. Only $10b US in net debt.

open.substack.com/pub/commoditie…

$PBR.A $PBR #Petrobras #Ecopetrol $EC
==After market close==
$EC FEB-29-24 (Thursday) 4Q23 Financial Performance Report
$PBR MAR-7-24 (Thursday) 4Q23 Financial Performance Report

==Conference call in Links==
$EC MAR-01-24: xegmenta.co/ecopetrol/conf…
$PBR MAR-08-24:…