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Carlos M Profile picture
Carlos M
@Carlos_MoraM
Portfolio Management & Analysis of companies | Past: Hedge Fund & Imperial College Inv Fund-MBA | Small Caps | Macro 📬 Sunday's weekly email https://t.co/YPrtos1aey
Stephen Leung Profile picture 1 subscribed
Nov 6, 2022 • 6 tweets • 3 min read
🧐So… are high natural gas prices over in Europe? #TTF

🌞Warm weather in Europe along with the increment in #LNG imports have diminished the natural gas prices in Europe

⛵️70% of US LNG exports went to Europe in 3Q22 compared to 30% in 3Q21 🇪🇺natural gas inventories are at 95% capacity and Day Ahead prices have plunged ~90% from Aug

As a consequence, there are > 30 LNG carriers waiting to unload in Europe as it is more profitable for them to wait for colder temperatures ➡️ Day Ahead prices recover (Contango)
May 9, 2021 • 4 tweets • 2 min read
❌Malos resultados de $NFE este 1Q21⛵️

🔸Revenue $145.7MM +0.0% QoQ
🔸EPS $(0.21) missed by $0.22

Consecuencia del ⬆️ de costes LNG y SG&A

💎Como siempre que habla Wes, muchas cosas interesantes (IPO hidrogeno, Fast LNG, venta activos, terminales en 🇧🇷, 🇭🇳,🇲🇽 y SE Asia): Fast LNG: (el proyecto con potencial para cambiarlo todo en el universo LNG), comprados 2 jackups y en 90 dias acuerdan los gas fields.

Terminales: Mexico y Nicaragua operativas en 60 dias, SE Asia en septiembre

🇧🇷(Suape, Sta Catarina y Barcarena) operativas en 1Q22