#CAPEX

Patrick Heller

prpheller

Out today: Risky Bet - National Oil Companies in the Energy Transition. We dug into how NOC plans for new spending could impact global climate goals, and their economies. https://resourcegovernance.org/analysis-tools/publications/risky-bet-

Mukund Mohan

mukund

Cantor Fitzgerald SPAC $CFII (ht @questioneer99) - the target was announced a few days ago - a "Dynamic Glass / Smart Window company called View - https://www.view.com View is in the

Swiss Ramble

SwissRamble

Chelsea’s 2018/19 financial results covered a season when they finished 3rd in the Premier League, thus qualifying for the Champions League, won the Europa League and reached the League Cup

Reflex Research

ReflexFunds

1) I don’t think Tesla’s battery day is about CATL, LG or Panasonic or even just Maxwell tech, it will be the reveal of Tesla’s in-house “Roadrunner” cell - likely

Coopahtroopa 🔥_🔥

Cooopahtroopa

So wtf is Keep3r Network?Thread on #KP3R and its role in governing the @kp3r_network devops coordination protocol Keep3r Network provides a way for protocols to post 'jobs' - or

Andy

bizalmanac

1/ In their 2019 paper, Complexity Investing, NZS suggests that, “products, services…can be optimized for RESILIENCE…cash generative businesses that...fund a series of OPTIONAL investments…” Thermo Fisher, $TMO, epitomizes this st

Romil Savaliya 💫

Romil_1212

#CDSL (#TechnoFunda Analysis)Please Read Fully Thread..~ CDSL Incorporated in 1999 under Depositories act,1996 with Some Unique Business Model..~ Almost Recession Free Business is Key Factor...~ Provide Depositories (Opening DEMAT) Related

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand inventory turnover. 2/Imagine that you own 2 stores: G and J.G is a grocery store. It has low gross

Sean Casten

SeanCasten

Thanks all for your thoughts on this. Going to try to take one a week. Today's nerd-rant: Carbon pricing. Why we've lost our way, and how to get it back.

Riggs_Bud

Riggs_Bud

Thoughts on $PLOW: Leading NA manufacturer of snow plows (50-60% market share). Moving into adjacent custom truck solutions for commercial and municipal customers. 1. Company IPOed in June 2010. Was

Fulcheri Emile

EmileFulcheri

Thread pédagogique sur le coût de production des centrales électriques. Comprendre le LCOE = Levelized Cost of Electricity.Le LCOE est le principal indicateur utilisé pour donner le coût de production

Mike O'Boyle

oboylemm

1/ Electric utilities are planning to build 235 new natural gas power plants in the next 18 years. This creates huge stranded asset risks, exacerbates climate risks, and portends electricity

Frontline Llama

valley_llama

Gold stocks.Commodity inputs, commodity output.Poor capital allocation.Poor governance.Growth capex > depletion.Upside operating leverage dampened by resource nationalism.LT fair multiple for an average stock: 20.Fair multiple for a gold

François Dos Santos

frdossant

L'obsession de la dette d'EDF est un symptôme de la financiarisation mais aussi de l'incapacité à penser long terme. En ayant peur d'investir en raison de la dette, on met

Abe Yokell

CleanVC

After the @joinClubhouse conversation hosted by @sierralnp + @NatBullard + @csvenza and passing the 1k follower mark, I am caving and posting my first Be gentle(1) The Great Climate Convergence:

Donut Shorts

DonutShorts

Early signs of multi-family credit stress may be a thing. Anyone else seeing this? Multi-family credit has been as good as it gets for the last few years. We may

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