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O&G OG

20 Jan, 9 tweets, 2 min read

Think renewables aren't coming? Here is a list of nearly 300 companies that have pledged to procure 100% renewable energy for their operations over the coming years

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source doc here

there100.org/growing-renewa…

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More from @EnergyCredit1

O&G OG

@EnergyCredit1

17 Sep 19

$MELI

Full disclosure I own the oct 530 puts after rolling down from sep 550s. Continue to view gross margins get squeezed by growth in payments and op margin getting hit by incr fraud and bad debt

Slowing marketplace = riskier new biz lines

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Some pressure in Arg to regulate given people use platform to avoid taxes

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$MELI

Seems like fraud on every corner, which may just be how LatAm is, but charges getting worse, not better

$MELI

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Read 8 tweets

O&G OG

@EnergyCredit1

25 May 19

I give energy management teams a lot flack over governance and pay. These issues can be questioned across all industries. Tech had the options backdating scandal. Understand I’ve mostly lived in a high water mark/perform or get nothing world.

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I swear I worked for a HF mgr who when I started said ‘’I have a couple analysts that I don’t think that are kind of average and they are more reporters ... they’ll never makes more than 400-500k but little downside. You can have that deal or salary (~100k) and high vol.”

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I was like fucking sign me up for door number two dude do you think I’m an idiot.

But I regress. I think the Energy industry needs to change. I think someone needs to shine a spotlight on bad practices. I don’t think anyone reads proxies and they should.

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Read 12 tweets