Sandro Marinkovic
@sandrosubstack
Writing on stocks that return all FCF to shareholders
Alpha Q3 2025 Results and a Quick Comparison with Warrior Q3 Insider Trading Q3 Results Buyback Program Q3 Comparison: Alpha Metallurgical vs. Warrior Met Coal Met Coal Outlook Long-Term Thesis and more. Link in the comment. $amr $hcc
Global proved oil reserves stand at roughly 1.57 trillion barrels. At current consumption of around 104 million barrels per day, that equates to only 35–40 years of supply. The world is running out of time and easy barrels. $val $rig
The oil debate just got interesting… $oil $athof $ath.to Full analysis in the comments.
Several subscribers have pointed me toward a new write-up on Athabasca Oil by a well-known oil & gas analyst. According to him, we’re near the top of the cycle — and Athabasca may soon face serious pressure as profitability peaks and heavy-oil discounts return. In my next post,…
Transocean’s CEO said on the Q3 earnings call: “Based upon current planned programs in 2027, the drillship and harsh environment semisub markets are projected to reach active utilization of above 95% and close to 100% respectively.” That’s massive for Transocean and even bigger…
Also a very strong Q3 from Athabasca despite a slight delay in the release: $157M FCF, 34M shares repurchased YTD. Fully on track to return 100% of FCF in 2025. $ath.to $athof
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