NS Investments @NStepmum

Crude is weak right now because you have strategic reserve releases and China not buying But sky high cracks tells you that fuel demand is really high So basically this supposed crude glut disappears when China's teapots come back and strategic releases drop next month

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NS Investments @NStepmum

2 days ago

Been buying upstream oil yesterday and this morning for the first time in a while as well $VLE.TO $ENQ.L

NS Investments @NStepmum

a week ago

Buying energy services for the first time in 2026 The basics $borr $rig $tdw

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NS Investments @NStepmum

2 days ago

@calvinfroedge Problem is they will be doing some wack acquisition and offer shares, which creates more overhang

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NS Investments @NStepmum

3 days ago

These guys have balls

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NS Investments @NStepmum

3 days ago

Imagine proposing a coupon clip to creditors as mgmt of a co heading into distress and blaming creditors as 'they are not acting in the best interest of the co' Didnt know buying bonds in a chemical co was supposed to be an act of charity lmao

NS Investments @NStepmum

3 days ago

The leverage IG4 and $PBR have is that creditors should want them at the wheel It seems obvious $BAK is has highest chance to succeed in their hands

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NS Investments @NStepmum

3 days ago

But ofc if i were long the bonds I would want some equity kicker, but the unsecured gives you great R/R from here on as well. A coupon click is weird indeed. We'll see how it turns out

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NS Investments @NStepmum

3 days ago

The leverage IG4 and $PBR have is that creditors should want them at the wheel It seems obvious $BAK is has highest chance to succeed in their hands

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NS Investments @NStepmum

4 days ago

Great news TK is obv a big market for bnpl $KSPI

Mikheil Lomtadze @m_lomtadze

4 days ago

Kaspi.kz today has announced that it had received approval from Turkey’s Banking Regulation and Supervision Agency (BDDK) to acquire Rabobank A.Ş. in Turkey. Transaction is expected to close in July 2026, subject to customary closing conditions. Mikheil Lomtadze,