Fred Dial @FredDial1
Physical petrochemical trader with a weird natural gas obsession Scottsdale, AZ Joined May 2013-
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@Rory_Johnston Not off the top of my head. I’ve seen charts recently of Chinese polyethylene inventories being heavily drained over the last several months via exports so I don’t think they are running close to prewar ethylene/polyethylene production through their various substitution methods
@Rory_Johnston Oil Ground Up podcast back this week?
@sentdefender What happened to Hezbollah and 150k rockets?
@SerenityInvest1 Stars are aligning with Juul future in jeopardy and Altria growth in question and XXII hired John Miller in May who worked at US Smokeless which was acquired by Altria in 2009. I think Altria makes a quick pivot move for either an equity stake in XXII or getting the licensing
@doug_maga It's $.31 per share but your point is still valid
@tomangell Schumer sees the writing on the wall that the COMPETES conference will include SAFE and dems won't get special credit for a bipartisan conference bill - worst case scenario. Schumer might be incentivized to get a quick standalone done with Joyce including the equity provisions
@tomangell Obviously, he forgot what he said:
@TradeNowFuture @SerenityInvest1 @SadhstNaz That might be true for SNDL but Sunstream Bankcorps' mission statement is to invest in low debt, high cash companies, ideally growing revenue and EPS. Sundial is probably the best example of the company they would like to invest in yet they also refuse to buy Sundial stock....??
@atla_gold Comms aren't hedging at these prices so no sell liquidity but large specs aren't closing their shorts, we are stuck
@jlwbigd They acquired that company for hella cheap. GVB is cash flow positive and doing 50MM rev, I'd value that today minimum atleast $200-$300MM market cap. They only shelled out 32MM shares so they are valuing that at $6.25/XXII share on the low end
@MrsBlackInkEco1 Will take profits into the spike, $1 not popping until earnings
@MrsBlackInkEco1 Could pull an Eastside from a couple days ago if it pops .60
@JoshuaKitson4 Tomorrow will be the big drop 😁
@JoshuaKitson4 Bull trap, will dump it at settlement
@oilin60 @EnergzdEconomy Late winter NG gap up is an auto sell
#sndl 2 hrs later and only Twitter news, not a good sign
@DBagholder Haven’t seen it anywhere yet but Twitter which means nothing
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