Apocalyt Profile picture
Sep 11, 2023 7 tweets 2 min read
@pembridge_cap @janrosenow It costs about 4500€ to install air source heat pumps for 160m2 such that existing resistive heating may need to activate some on -30C days, since heat pump max power output drops during cold days.

Some buildings have district heating systems delivering heat through a hot water @pembridge_cap @janrosenow distribution network and that water is used for heating. This needs higher initial investment and usually fixed monthly cost than electric heating, but the heat is cheap, so more common alternative for big buildings.

The state of the art natural gas power gen does heat and
May 26, 2022 11 tweets 5 min read
I am very long PetroTal #PTAL $tal.v after buying dips for past few months. The stock looks far too cheap to me. They are guiding production growth at 100% Y-o-Y rate, while guiding >50% FCF yield at that growth rate and debt is only 20% of market cap. This is made possible with very productive wells at reasonable cost giving 4 week payback times. For example the latest 10H well came on online with 10,050 bopd 10 day initial production rate at $11.5m cost and with netbacks being about $65/bbl currently: petrotal-corp.com/petrotal-annou…