Tanner Kirk Ottaway @tottaway22 Twitter profile

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Tanner Kirk Ottaway

5 months

Top 10 Longs for 2024. Not as no brainer as 2023, but still think some good opps & good dividends to be had. $BAK $8.82 $ASTS $6.03 $GLNG $22.99 $EC $11.92 $PBR A $15.28 $INSW $45.48 $STNG $54.72 $PARXF $14.73 $SU $31.5 $ORGN $0.84 *BAK is more of a short term play on buyout

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Tanner Kirk Ottaway

@tottaway22

1 year

@SophiaKianni That is half of what Apple made and Apple is a price setter not a price taker, economics. Further Apple doesn’t provide life saving substance. Shell provides a substance that saves millions of lives a year & provides most of everything you enjoy about life.

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Tanner Kirk Ottaway

@tottaway22

1 year

$EC - 20%+ dividend coming soon. Diversified, stable outlook, political fears now known & implemented. EcoPetrol - The Columbian O&G producer Company with avg 720mmboepd production + 2 refineries + midstream + ports + electricity with $20 per bbl net income breakeven /1

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Tanner Kirk Ottaway

@tottaway22

1 year

$PBR - one of the best values out there ~20%+ div yield at $75 Brent Petrobras is the National Brazilian Integrated Oil & Gas Company with avg 2.7mmboepd production + 10 refineries with 1.9mmbbl capacity + power plants + Nat gas processing with est $33 per bbl op cost. 1/

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Tanner Kirk Ottaway

@tottaway22

1 year

Want to share my div forecast $EC & $PBR. I expect $PBRA to announce a ~$0.6 div tomorrow $EC has already announced $1.66 for rest of 23 & may be a special next Q By the end of 2024 I est you will get $3.16 from $EC & $4.48 from $PBRA Both incredibly cheap even at $75 oil

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Tanner Kirk Ottaway

@tottaway22

5 months

SpaceX files STA with FCC 1/5/24 for upcoming $ASTS BlueBird 1-5 Launch. This STA is for the ground pre-launch testing of TT&C Operation start of 3/1/24 to 9/1/24 - standard 6 month SpaceX window I believe this is a sign we are on track for March 24 Launch of the 5 BB Block 1

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Tanner Kirk Ottaway

@tottaway22

1 year

Big week for us value/div/LatAm $EC & $PBR $PBRA going ex-div EC on Tue 4/25 for a $0.88 payment on 5/5 (was $.83 but COP has ⬆️ vs USD). Next 2 same amount COP3953 or $0.88 both on 9/28 & 12/21 PBR on Fri 4/28 for a $1.11 payment split between $0.55 on 5/26 & $0.55 on 6/26

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Tanner Kirk Ottaway

@tottaway22

9 months

So your telling me I can buy @ScorpioTankers $STNG for cheaper than last yr going into strong part of the yr with YTD rates (~$34k) matching the record 2022, share count ⬇️>8m, debt ⬇️$200m with only ~$400m in debt due in next 1.5yrs which they will earn in next 1.5qs

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Tanner Kirk Ottaway

@tottaway22

4 months

$BAK #BRKM5 Braskem sale update Things are moving along with some new info today - Prates says PBR DD is done & Adnoc is almost done - Prates wants a partner & wants it done in H1. Slightly delayed due to CPI & cleaner if wait a bit - article claims that Aramco & Kuwait now

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Tanner Kirk Ottaway

@tottaway22

3 months

@mattmurley19 @spittinchiclets Can you also start the rumors on Crosby to Avs for Johansen and a prospect & 2 picks?

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Tanner Kirk Ottaway

@tottaway22

3 years

I think my favorite $CCIV x @LucidMotors rumor/theory is that CCIV = 204 and this Thursday is 2-04. So surely this means 99% merger is happening Thursday. @SpacBobby @DoctorSpac @SpacTiger @SpacTraderinTra @SPACtrack @SpacGuru

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Tanner Kirk Ottaway

@tottaway22

5 months

What a way to start 2024 with $ASTS ⬇️ 20% They set a timeline, didn’t hit it & didn’t think market needed an update. They were wrong & corrected AH. Appreciate the update but wish they did it PM. I think the price action post Xmas made them think it wasn’t needed Takeaways ⬇️

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Tanner Kirk Ottaway

@tottaway22

1 year

Top 10 Longs for 2023. Very long Energy with high dividends. ASTS & ORGN are speculative picks with a lot of de-risking & news in 23. Will update at YE. $ASTS $3.97 $ORGN $4.94 $EC $10.03 $PBR A $9.81 $BTU $29.44 $RIG $4.67 $NMM $26.34 $STNG $54.72 $PARXF $14.73 $SU $31.5

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Tanner Kirk Ottaway

@tottaway22

8 months

This is pretty huge news. 5G straight to cell phone from satellite, 14mpbs, video calls, downloads, and more. First of its kind technology. This will change the game for remote locations & emergencies. No cell service will be a thing of the past. @AST_SpaceMobile $ASTS @ATT

Abel Avellan

@AbelAvellan

8 months

5G connectivity from space directly to everyday smartphones is confirmed in another historic first by our team and industry partners @ATT and @VodafoneGroup !!! AST SpaceMobile invented space-based cellular broadband and is working to build the first and only space-based cellular

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Tanner Kirk Ottaway

@tottaway22

5 months

Adnoc going to Brazil in Jan & Lula on board for the buyout of $BAK My opinion = PBR will join deal ⬆️ ownership >51% voting to appease gov & ADNOC will increase offer to R$40-45 to get deal done with the extra cash from not buying as much & solve Novonor debt issues. Nov will

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Tanner Kirk Ottaway

@tottaway22

1 year

I was pretty close with my est! $PBR with a great earnings & issuing a $0.74 dividend! $PBRA is still an incredible opportunity. At <2PE, world class reserves, & $1.92 in divs for 23 so far. 20% of portfolio My estimate was $0.69 & $7.5bFCF with actual of $0.76 & $7.9b

Tanner Kirk Ottaway

@tottaway22

1 year

Which by the way $PBR should report Q1 in 2nd week of May which I expect them to report another solid qtr & issue another div payable in July. My estimate is an additional $0.35 to $0.7 dividend FCF = $7.5b * 60% = $4.5b or $0.69 per ADR. For reference Q4 was FCF was $9.3b

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Tanner Kirk Ottaway

@tottaway22

1 year

$PBR exdiv day. Total payment is 2.8595 Reals per shr or $1.14 per adr (conv to $ & 2x). Each payment will be adj to Selic rate & conv so could go ⬆️⬇️ Fair value at open $PBR close of $11.50 = $10.36 $PBRA close of $10.46 = $9.32 Thanks @G_A_Wilson for the handy breakdown

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Tanner Kirk Ottaway

@tottaway22

5 months

“Adnoc… will arrive in Brazil in January to continue its investigations into Braskem in another stage of the acquisition process that is being negotiated with Novonor and Petrobras” Looks like DD is continuing. Maybe offer is accepted? $BAK #BRKM5

Tanner Kirk Ottaway

@tottaway22

7 months

$BAK - As I’ve been saying, the patient will be rewarded with >75% from here ($7.9 -> $14-$15.5) within 3-5 months “These are fears that may soon dissipate: for now, ADNOC's offer provides for the offer of tag along to minorities, according to sources who know the proposal

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Tanner Kirk Ottaway

@tottaway22

7 months

@KevinKileyCA Kern county & Bakersfield tried to not enforce the rules & even discussed a sanctuary county from Covid lockdowns and he threw a fit and was looking at cutting all funding to the county.

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Tanner Kirk Ottaway

@tottaway22

8 months

Best risk/reward in market right now is $BAK - Braskem #BRKM5 I have no idea how to explain price action over the last week when several stories have broke that. ADNOC wants it Apollo is out (tried to get as cheap as possible & more complex) PBR prefers ADNOC as partner

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Tanner Kirk Ottaway

@tottaway22

10 months

Took delivery today of our @Rivian R1S Launch Edition. Been waiting 2.5yrs! It’s great so far! Surprising many that a Petroleum Eng got one, I’ll explain our reasons later. Planning on sharing the gritty details on cost in CA, power usage, if it’s greener, learnings & more

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Tanner Kirk Ottaway

@tottaway22

10 months

$ASTS secured an additional $115m funding. Q1 24 BB1-5 launch & start of BB2s in 2024! With a specific comment about “Received multiple indications of interest for strategic investment, including both equity-linked investments & non-dilutive commercial payments” @AST_SpaceMobile

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Tanner Kirk Ottaway

@tottaway22

7 months

$BAK - As I’ve been saying, the patient will be rewarded with >75% from here ($7.9 -> $14-$15.5) within 3-5 months “These are fears that may soon dissipate: for now, ADNOC's offer provides for the offer of tag along to minorities, according to sources who know the proposal

exame

@exame

7 months

Braskem: ADNOC vai oferecer tag-along aos minoritários, segundo fontes

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Tanner Kirk Ottaway

@tottaway22

1 year

@SophiaKianni Finding & using oil & gas saved the forests and the whales. Whales were nearly going extinct & forests were being burned to provide heat & light. Thank you Oil & Gas!

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Tanner Kirk Ottaway

@tottaway22

1 year

$ASTS -absolutely huge news that they completed worlds 1st unmodified cell phone call through a satellite 🔑 is now the $. They have enough to get 5 BB1s, but need another $600m to get 20 BB2s by mid 25 Disappointed in price today, but the time will come @AST_SpaceMobile @ATT

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Tanner Kirk Ottaway

@tottaway22

2 years

@carlquintanilla @PortofLA @CNBC Hey @carlquintanilla this is extremely misleading…. Fact checkers should be all over this. Really not much has changed on the supply chain and shipping problems. @mintzmyer

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Tanner Kirk Ottaway

@tottaway22

2 months

Braskem $BAK #BRKM5 - Q4 earnings are out - news headlines look a bit rough, but details matter Net loss driven by ⬆️ Q4 provisions in Alagoas Beat Q3 even with ⬇️ sales Margin ⬆️ & spreads have ⬆️ in Q1 No near term debt issues >72 months in cash 24 guide should ⬆️ v 23

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Tanner Kirk Ottaway

@tottaway22

5 months

Lastly, thank you to @AST_SpaceMobile & @scottwisniews for listening to shareholders concerns today & providing an update. Hopefully they learned something & continue to improve. Please go back to early December with the updates, that was a good week.

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Tanner Kirk Ottaway

@tottaway22

4 months

@citchmook Dump him and then bring in Sidney Crosby

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Tanner Kirk Ottaway

@tottaway22

1 year

@GavinNewsom Your own administration just released a report that there is no evidence of price gouging and that the price discrepancy in CA is due to taxes, regulations, and state guidance. This is a blatant lie

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Tanner Kirk Ottaway

@tottaway22

1 year

@contrarian8888 Added at the end a couple comments from people that government has budgeted a $EC 90-95% payout. Considering they own 88% and if that ends up being true then dividend will be $3+. Hopefully by April.

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Tanner Kirk Ottaway

@tottaway22

5 months

@AST_SpaceMobile We are very excited to see the launch of BlueBird 1-5 & the benefits you are bringing to the world with your partners @ATT @VodafoneGroup @Rakuten @AmericanTowerUS @cisnerosadriana @Scottwisniews @AbelAvellan

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Tanner Kirk Ottaway

@tottaway22

3 months

More information today on Braskem buyout to go along with Prates in UAE. “Audit by Adnoc and Petrobras at Braskem should end within 3 weeks” CPI starting & if it ends quick should bring information to market soon. $BAK #BRKM5

Auditorias para venda da Braskem avançam

Adnoc fez em novembro nova oferta não-vinculante de compra do controle da Braskem, detido pela antiga Odebrecht, por R$ 10,5 bilhões

valor.globo.com

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Tanner Kirk Ottaway

@tottaway22

1 year

$BAK confirms offer from Unipar to buy the majority from Novonor at R$36.5. That is $14.94 per ADR. If Petrobras exercises right of 1st refusal then ADRs do not get tag along. Otherwise should get the full amount if Novonor accepts. ADNOC was ~R$30 NPV but was not final offer

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Tanner Kirk Ottaway

@tottaway22

5 months

Looking forward to 2024 hoping for another strong year. Thank you to @MarhelmData & #tankers for a strong 2023 ending up 48%. Got lucky in the last couple weeks of the year after making many mistakes throughout the year with too much leverage & chasing.

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Tanner Kirk Ottaway

@tottaway22

1 year

I have substantially increased my $BAK to nearly 15% of port. All signs point to this deal being legitimate & likely. As well as I see nothing in the bylaws that indicate ADRs will get anything less than 100% tag along rights. Offer for ~$19 per adr shr. Downside is back to $8

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Tanner Kirk Ottaway

@tottaway22

5 months

In summary here is my opinion/spec for what deal we finally see 1- total raise of >$400m 2- convertible above current share price. Maybe $7.5 3- funding syndicate is Vodafone, AT&T, AMT, Nokia, Saudi, Telefonica 4- close by Jan 19 This is all speculation & my interpretation

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Tanner Kirk Ottaway

@tottaway22

1 year

@CAgovernor @GavinNewsom Please read any of the recent reports. This is extremely misleading to people. Almost all the blame is on you & legislators.

Who's to blame for California's high gas prices?

Gov. Newsom has called for special taxes on oil companies for what he says are price-gouging profits, but he has yet to offer proof.

calmatters.org

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Tanner Kirk Ottaway

@tottaway22

5 months

Bonus - Based on BW3, I do not think full FCC approval is needed for launch. “AST does not have authority to operate on these frequencies in the U.S., but testing must be done prior to launch of the satellite, which is being manufactured in and launched from the U.S.”

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Tanner Kirk Ottaway

@tottaway22

5 months

@AST_SpaceMobile @AbelAvellan Excited to see it get commercialized soon this year! Going to be good next 2 months leading up to the launch of the Bluebirds! Hopefully when you close the strategic investment soon we can get an investor presentation laying out the timeline/deployment schedule?

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Tanner Kirk Ottaway

@tottaway22

3 months

@AndrewRangeley $BAK #BRKM5 Braskem should get a binding offer buyout as soon as this week from ADNOC (maybe PIC/SABIC interested increase price) between $14-$18 per ADR. Should trigger tag along rights for adr holders. Currently at $9 downside if no deal or tag along is $5-6 until cycle turns

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Tanner Kirk Ottaway

@tottaway22

1 year

$EC @ $11.10 = 7.9% *inc the next two that are set is 23.8% ($2.64 @ current exchng rate) for the yr $PBRA @ $10.42 = 10.65% $PBR @ $11.60 = 9.57% PBR - I project at least another $1 div (20%+ yield) this year with oil >$75 even with CAPEX increasing from $10b to $16b in 23

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Tanner Kirk Ottaway

@tottaway22

1 year

$PBR Overall Investing outlook depends on your oil price forecast. If oil avg $75, investing in $PBR here is min 20% dividend yield pr yr & if oil is higher you could have a $0 cost basis within 2yrs. 9/end

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Tanner Kirk Ottaway

@tottaway22

1 year

@CAgovernor Am I big oil? I’m a father of a 2yr old daughter. We live, work & produce in CA to provide energy people demand. Simple as that. There is no “big” or “scary” or “in shadows” just regular people. Easiest way for prices to come down? Cut taxes, increase supply, or lower demand

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Tanner Kirk Ottaway

@tottaway22

1 year

@SophiaKianni The science is not conclusive, there is no crisis-please show me 1 model from last 30yrs that has correctly projected sea level, temps, storms, deaths, etc. None have been right.What is conclusive - deaths from climate are at an all time low.We have never been safer from climate

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Tanner Kirk Ottaway

@tottaway22

5 months

Using AST filing of 7/19 with launch 9/10 is 53 days or 1/5/24+53=2/27 which is to early considering start of STA is 3/1/24, but none the less this signals everything is on track Best case = start of testing BB1-5 similar to Starlink4-2 of 3/1/24 & launch 3/19. Be in FL by 2/19

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Tanner Kirk Ottaway

@tottaway22

5 months

@thekookreport I had a very similar thought when I saw it. Their initial investment was in series A back in 2018. Why was $ASTS on the top of his mind when posting this as the 1 investment to highlight when the investment was 5 years ago….

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Tanner Kirk Ottaway

@tottaway22

3 months

I wonder what they are hinting at & smiling about. Could it be the want to buy the rest of Braskem and invest & grow the business as partners? Not often you see it laid out this clearly what is coming…. $BAK #BRKM5

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Tanner Kirk Ottaway

@tottaway22

4 months

@KevinLMak I’m shocked too, maybe need the money asap to secure ASIC tapeout & future launch’s. That being said they need to communicate that to us so shareholders understand. Complete silence is the killer. I and many others have sent numerous letters to IR with no response. Maybe you

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Tanner Kirk Ottaway

@tottaway22

1 year

@MohnishPabrai Belridge (Shell&Exxon) still producing over 50k bopd & the returns for them were massive. In excess of $30b cash returned.

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Tanner Kirk Ottaway

@tottaway22

5 months

@DeepSailCapital Looking at 100% return within 3-4 months on a $BAK buyout from ADNOC. Some complications, but it will happen. Target is $15.2 & if offer gets increased (as Novonor wants) then could get as high as $18 from today $7.45. Worst case you get a strong earnings potential company at a

Tanner Kirk Ottaway

@tottaway22

5 months

“Adnoc… will arrive in Brazil in January to continue its investigations into Braskem in another stage of the acquisition process that is being negotiated with Novonor and Petrobras” Looks like DD is continuing. Maybe offer is accepted? $BAK #BRKM5

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Tanner Kirk Ottaway

@tottaway22

1 year

@CAgovernor @GavinNewsom Did you even read the report from your own commission? Nothing hidden. “These reasons include the isolated nature of the state’s transportation fuels market, a special gasoline recipe that reduces air pollution, environmental program costs, and taxes.”

What Drives California’s Gasoline Prices?

www.energy.ca.gov

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Tanner Kirk Ottaway

@tottaway22

5 months

Hopefully I got everything correct & waiting for @CatSE___ApeX___ to verify & thank you to @_Joe_Peters for the help with the FCC filings. @beefwellingtoni @StunningFeline @CameronVoegele as well

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Tanner Kirk Ottaway

@tottaway22

10 months

@FredericLambert I just got my @Rivian R1S delivered on Friday and so far it is an amazing vehicle. Looks even better in person than pictures.

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Tanner Kirk Ottaway

@tottaway22

8 months

@KevinLMak I find it crazy that AT&T dropped $85b on TimeWarner & $48.5b on DirectTV and $16b a year in capex can’t find $200-500m to help reduce their capex costs & enhance service & differentiate over everyone else. Honestly that’s what is so shocking to me. That being said them

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Tanner Kirk Ottaway

@tottaway22

5 months

BW3 left Midland to Ca for preflight testing on 7/19/22 Arrived to Florida 8/9/22 Removed Pre-Flight tags 8/31/22 Launched 9/10/22 BB1-5 do not go to CA for pre-flight test Only 30 days pre launch for satellite arrival. BBs need to get to Florida by 3/1/24 for end of March.

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Tanner Kirk Ottaway

@tottaway22

10 months

@spacanpanman Here it is highlighted for those of you who don’t want to go find it. $ASTS #BlueBirdBlock2

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Tanner Kirk Ottaway

@tottaway22

5 months

1 - saying January vs Q1 is bold considering the last 1.5month window they gave was missed. Makes me think it’s very close 2 - I don’t think the deal is linked to current share price, I think it’s already set. Otherwise would have tried to release earlier or add other news

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Tanner Kirk Ottaway

@tottaway22

5 months

BW3 as example was launched 9/10/22 w/ Starlink 4-2 sats ASTS=STA on 7/19/22 for 8/1 start of testing SpaceX=4-2 STA on 7/19/22 start of testing 8/24 - 2/24/23 SpaceX start of testing 8/24 - 9/10 launch= 17d or 3/19/24 expect date Using SpaceX filing 7/19 to 9/10 launch= 53d

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Tanner Kirk Ottaway

@tottaway22

6 months

“We are doing something very very big… We can really affect a billion lives” This sure feels like something big is coming. A great interview showing what @AbelAvellan is all about. Very happy to be a shareholder & hope others see the possibilities soon. Commercial service

Abel Avellan

@AbelAvellan

6 months

It was great being interviewed by @FareedZakaria . We had an in-depth conversation about AST SpaceMobile's origins and how we're working to build the first and only space-based cellular broadband network! 🤠🇺🇸📶 #5G

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Tanner Kirk Ottaway

@tottaway22

1 year

Which by the way $PBR should report Q1 in 2nd week of May which I expect them to report another solid qtr & issue another div payable in July. My estimate is an additional $0.35 to $0.7 dividend FCF = $7.5b * 60% = $4.5b or $0.69 per ADR. For reference Q4 was FCF was $9.3b

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Tanner Kirk Ottaway

@tottaway22

9 years

Let's all go to the @iHeartRadio Music Festival! #iHeartRadio Click the link! http://t.co/zojkPka5L9

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Tanner Kirk Ottaway

@tottaway22

2 months

@KlendathuCap @marketplunger1 Red rising series is fantastic. Obviously the first 3 are the best. I think they signed movie rights away so bet it becomes one at some point.

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Tanner Kirk Ottaway

@tottaway22

1 year

My forecasted Div $EC had net income of 26.6T Q3. I est FY22 will be ~33T. At 50% that’s a $1.7div. At 70% it’s a $2.4. Since the gov gets 88.5% of payment I’m leaning towards high side as this will offset the gov debt without moving cash. 4/

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Tanner Kirk Ottaway

@tottaway22

1 year

$EC has its risks, but is it worth it. Trading at a 2.5x FCF, a 20% div coming ($1.7-$2.4), & implemented political issues. None of this included their other bus units that are generating profits as well. They also have an approved 3yr plan which lays out expenses. /end

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Tanner Kirk Ottaway

@tottaway22

1 year

Bonus - Couple of comments that Colombian government is budgeting a 90-95 $EC payout to cover the balance of FEPC. If true this would be a 30T+ COP div or $3+… we will see. Either way big payment to shareholders coming soon.

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Tanner Kirk Ottaway

@tottaway22

10 months

@spacanpanman Found this nugget in the 10Q…. BLock 2BBs launching in 2024. Also specifically stated the Block 1 BBs will cover part & intend to offer service to USA. $ASTS

Tanner Kirk Ottaway

@tottaway22

10 months

In the 10Q - “we expect to launch Block 2 BB satellites beginning in 2024 following the launch & deployment of our a block 1 BB satellites.” $ASTS

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Tanner Kirk Ottaway

@tottaway22

7 months

@ASTS_Investors Tuesday November 21st $500m FirstNet = $150m AMT = $100m equity ATT = $50m Vodafone = $50m Telefonica = $50m PIF/Saudi Telecom = $100m

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Tanner Kirk Ottaway

@tottaway22

1 year

Well today did not go as planned for $EC. Hard to get it perfect in my opinion. But I do know buying at close of $9.82 gets you a 18% yield ($1.76) for the rest of the year & trading at a sub 3 PE We will see how $PBR goes on Friday, planning on holding whole position as of now

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Tanner Kirk Ottaway

@tottaway22

5 months

4-interesting addition of “ground infrastructure orders from two customers” I take this as there are at least 2 funding deals signed & done if not more. Not positive but I think ATT/Vodafone/Rakuten already have the ground infa done so this implies 2 more than those 3

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Tanner Kirk Ottaway

@tottaway22

1 year

@CAgovernor Apple made $99 Billion in profits last year and they actually choose their prices. Chevron is a price taker. Please learn how markets work.

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Tanner Kirk Ottaway

@tottaway22

5 months

@Only6inches I like the sound of that! My opinion is it’s greater than $500m & add Telefonica to your list but remove Rakuten. I think the lead is going to be American Tower. My guess is it’s priced above the current share p For ground stations - I actually think the 2 are Telefonica &

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Tanner Kirk Ottaway

@tottaway22

1 year

@calvinfroedge Thanks to you and the @MarhelmData crew I bought a lot of $10 2024 $YPF calls when they were $0.20. It was an absolutely incredible gain. So many other calls & data have been beneficial

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Tanner Kirk Ottaway

@tottaway22

1 year

@jessemontano_ “Tight spaces against the wall” - reality - he saw numbers from 20’ away & had multiple seconds

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Tanner Kirk Ottaway

@tottaway22

6 months

@G_A_Wilson They key for me here is this one for $BAK #BRKM5 PETROBRAS PRATES: BRASKEM INCIDENT IN MACEIÓ DOES NOT AFFECT INTEREST Novonor needs to accept or maybe ADNOC goes to R$40-45.

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Tanner Kirk Ottaway

@tottaway22

1 year

@CAgovernor @GavinNewsom Your own commission & AG has investigated & told you twice now that price gouging is not occurring. Please stop lying to the people. Additionally 1 company, Apple, made nearly as much as these 5. $100b. Are they gouging? Oh ya, look at the tax revenue Energy company paid vs apple

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Tanner Kirk Ottaway

@tottaway22

5 months

3-the change from earnings in Nov of “moving forward on definitive documentation & completion of diligence” to now “subject to completion of final documentation and approvals” IMO- all terms are agreed to & lawyers finalizing docs & then to board/investment committee sign off

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Tanner Kirk Ottaway

@tottaway22

1 year

@isthisyourtrash @NatanGalulazar @SDonziger @STAND_LA The activities are placed where Mother Nature put them millions of years ago. Not the other way around. Oil & Gas reservoirs are not placed in areas, they are where they are.

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Tanner Kirk Ottaway

@tottaway22

7 months

$BAK #BRKM5 Finally-ADNOC came through with a R$37.29 offer to buyout Novonor & partner with $PBR in Braskem ($7.6 x 2 = $15.2 per ADR). Been waiting for awhile now. Curious to see details for the minority tag along. Been pounding the table for months

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Tanner Kirk Ottaway

@tottaway22

3 years

@BloombergNRG Please include full costs to not trick people. Include storage, grid upgrades, more transmission, etc. It’s worthless to look at costs of renewable or unreliables without it. False and misleading.

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Tanner Kirk Ottaway

@tottaway22

1 year

@SophiaKianni Thank you for supporting Oil & Gas production with all of your equipment! O&G enables many modern luxuries and necessities to keep us alive.

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Tanner Kirk Ottaway

@tottaway22

1 year

$STNG 🦂- Q4 & Q1 update ✅ Q4 set for record- rev exceeding $500m ✅ Buyback of 959k shares since Jan 4th ✅💰Total 2.3m since Dec1 returning nearly $120m to shareholders in 1.5months! ✅ Q1 25% booked higher rates than Q4 ✅🔥🚀LR2s 30% Q1 $72,250

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Tanner Kirk Ottaway

@tottaway22

1 year

Basics $EC = $9.8 MC = $20B 2022 rev = $31.5b 2022 net income = $6.6b Q3 cash = $3.5b 52 week H/L $8.59/19.81 US ADRs = 20 Columbian shares Government owns 88.5% Total Minority = 11.5% (ADRs 4.3%) /2

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Tanner Kirk Ottaway

@tottaway22

7 months

@jeanpaulprates Sounds like a great opportunity to incorporate Braskem further into your business and make PBR a truly integrated, international energy company that puts it on par with Exxon & Chevron. Further increasing shareholder value!

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Tanner Kirk Ottaway

@tottaway22

5 months

Links BB1-5 STA = happlication_seq.gov/oetcf/els/reports/STA_Print.cfm?mode=initial&application_seq=130749&RequestTimeout=1000 BW3 STA = Stalink 4-20 STA =

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Tanner Kirk Ottaway

@tottaway22

5 months

@citchmook All good as longer as team gets healthy & goaltending improves. I actually think you take Georgie’s struggles and sign a 4-5yr deal at cheaper. He has potential to be better & im tired of goalie carousel. Also sign Drouin. I think offer Drouin $2m x 4 & Georgie $5m x 5 & then we

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Tanner Kirk Ottaway

@tottaway22

5 months

@NextWaveEFT The reductions in carbon from coal to nat gas is more than nat gas to solar. If we truly cared about carbon on a world scale, all our money would be better spent helping other countries do the same before spending it ourselves on wind/solar.

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Tanner Kirk Ottaway

@tottaway22

10 months

@CatSE___ApeX___ I was surprised with no mention or question of timing on BB Block 2s but the 10Q stated they expect to launch in 2024. $ASTS

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Tanner Kirk Ottaway

@tottaway22

5 months

Looks like the most recent STA for BlueBird mission filed by SpaceX today I didn’t link correctly above…

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Tanner Kirk Ottaway

@tottaway22

1 year

Dividend $EC 2021 div=$2.24 was 69% net income (60% ord+9% special) Policy- $EC will distribute 40-60% of net inc as div. If the companies rec is not approved by 78% vote then 50% is distributed by law. History of div % of net income 2021=41%, 2020=56%, 2019=80%, 2018=55% 3/

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Tanner Kirk Ottaway

@tottaway22

1 year

@adater Your forgetting the highlight of all the playoffs - the stellar ref consistency

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Tanner Kirk Ottaway

@tottaway22

1 year

$STNG - Impressive 2022 ⬇️Debt -1.3b to 1.8 💰YE22 Cash=$400m 🔥Rev=1.5b Net in=$650m 10.3 /shr Debt & cpx for 2023 @ 325m ✅Q1 $160m @ 25% spot (exc full Q122 ✅BB=4m shares in 22 for $170m return to holders ✅BB in 23=1.6m shrs for $80m ⛴️LT chrts for $35m /qtr 💵Refi $400m

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Tanner Kirk Ottaway

@tottaway22

1 year

$STNG didn’t like the markets sell the news on the morning update, so put their money where the mouth is. They strongly believe the shares are undervalued. Another 250k today for $12.5m. Brings total since early Dec to over 2.5m shares & $135m. still have $120m left on BB.

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Tanner Kirk Ottaway

@tottaway22

1 year

Basics $PBR = $11 - voting, liquidity, options $PBRA = $9.6 - div priority 52 week H/L PBR = $9.56/16.32 PBRA = $8.35/$15.04 US ADRs = 2 Brazilian shares ($PETR3 & $PETR4) Government owns 36.6% (50% voting & 18.5% perf) 2/

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Tanner Kirk Ottaway

@tottaway22

1 year

$BAK - I don’t want to delete above, but thanks to the help of @MarhelmData friends I think we found the one caveat. If PBR uses right of first refusal, the bylaws state that it is not a change of control & therefore ADR (preferred) have no tag along rights. That would suck

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Tanner Kirk Ottaway

@tottaway22

1 year

Good overview of the entire company including energy transition and transmission sectors

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Tanner Kirk Ottaway

@tottaway22

1 year

If @ATT was smart they would get $ASTS the funding ASAP to complete FirstNet & accelerate the deployment to get US to 100% coverage & have the best network by far. One of best use cases is in natural disasters where power/towers go down, sats keep working

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Tanner Kirk Ottaway

@tottaway22

1 year

As part of the release $PBR said total divs paid to shareholders for 2022 results (incl the upcoming payment on May 19th) of 17.06 reals or $3.41 per Brazilian shr or for ADR holders about $6.8. That’s impressive returns. Will not repeat in 2023 but I still expect $2+ total in 23

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Tanner Kirk Ottaway

@tottaway22

1 year

@Alpaca_Capital @Btico19 It has been a tough year, I am about the same results so far. Has felt very tough to find a good spot. I do think VLCCs may be a place to hang out into 2024-2025 with almost 0 on order. My account is mainly $EC & $PBR just riding & now $BAK hoping for improved buyout offer

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Tanner Kirk Ottaway

@tottaway22

1 year

Risks - the new gov has caused some concern with investors.I believe that with gov owning 36% & $PBR policies set it will be hard to change dist. Even a 20% increase in capex to renewables still implies a $1.5 div or 15% at $75 Brent & no benefit from the added investment. 8/

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