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$SOC. Booked losses in the stock. Still have a few out of money calls. Good luck to all.
$SOC. New 8K. Also the company should raise capital at some point, the sooner the better. The attorney bills are going to be big. d18rn0p25nwr6d.cloudfront.net/CIK-0001831481…
$SOC. There goes the pipeline. Not sure what the stock price would be if it is just the FPSO route. CA still has to issue some approvals for FPSO route. It is going to be years of legal battles, stock dilution etc etc.
$SOC santabarbara.courts.ca.gov/tentative-ruli… I think the OSFM will be effectively blocked until Dec 3rd 2025. If they approve the start up plan after that, then the 10 day window starts. Not sure if that is ever going to happen. The pipeline route is effectively over.
$SOC. With feds involvement we have a protective put in place. And at $19.50s the valuation is not expensive. If you are long stock it could be a short or long wait but the oil will flow and stock holders will make money. If more news comes before Oct expiry, with all the…
$SOC Company confirms Trump admin involvement and trump himself. And a nice quote from @Seawolfcap These federal assets will be extracted one way or another
$SOC the short term stock price depends on two things. 1. Will CA govt approve the restart plan ? 2. Will the federal govt bless the FPSO route and / or provide support. The bulls think one of the above will happen soon. The bears think both will not happen. It is a waiting…
$SOC. This post is informative about the various scenarios. In one scenario the OSFM approval is around October 10th. triplesinvesting.substack.com/p/socs-paths-t…
$SOC. My rough valuation math which is certainly wrong. What else should I add to the model. Transport cost: $10 / barrel. Debt Service: 75 million / year. Profit : $35 / barrel Production / day : 35 k Appx P/E : 11:35 Production / day : 40 k Appx P/E : 9:32
$SOC. Sable offshore. Crude oil futures are in the 65’s. If / when Sable gets approval from OFSM, the stock could be in the 30’s. Question is if and how long it is going to take and what happens to the stock until then …
Booked profits in $ATYR. I do not like the way the stock sold off after the phase 2 news.
$SOC. Sable offshore. Wondering if I should continue to hold on to the losing position or puke the position and move on.
$SOC. Sable Offshore More lawsuits and volatility as expected.
$SOC Sable Offshore. In next few months we can expect 1. “Settlement” with CCC 2. OSFM approval 3. Oil flows to point of sale, revenue booked 4. Refinance the EM debt using bonds / converts / secondary 5. More lawsuits IMO 2 & 4 are important Stock above $40 with volatility
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