Posted by kingpin15 on 9th of Jun 2025 at 01:56 pm
We might want to start calling ESOA “Water Services of America”
Mgmt just did their first ever (that iI am aware of) sellside
group appearance. While they said the nat gas business could return
to $100M+ of revenue, they noted that risk adjusted returns and
secular growth opportunities are superior in water. Indeed, this is
why utilities trade with a higher multiple than oil drillers.
Despite this favorable mix shift, ESOA has seen its multiple
contract rather than expend. Nonetheless, mgmt painted a fairly
clear path to $500M in revenue with margin expansion, driven by
these secularly growth opportunities.
The community is delayed by three days for non registered users.
YO just looked at this
LIT Lithium
Posted by kingpin15 on 9th of Jun 2025 at 04:13 pm
YO just looked at this sunday am. something brewing on daily.
We might want to start
ESOA - small energy stock made an impressive recovery from ...
Posted by kingpin15 on 9th of Jun 2025 at 01:56 pm
We might want to start calling ESOA “Water Services of America”
Mgmt just did their first ever (that iI am aware of) sellside group appearance. While they said the nat gas business could return to $100M+ of revenue, they noted that risk adjusted returns and secular growth opportunities are superior in water. Indeed, this is why utilities trade with a higher multiple than oil drillers.
Despite this favorable mix shift, ESOA has seen its multiple contract rather than expend. Nonetheless, mgmt painted a fairly clear path to $500M in revenue with margin expansion, driven by these secularly growth opportunities.
75,000 June 30th (Q) $215
IWM Daily
Posted by kingpin15 on 4th of Jun 2025 at 03:59 pm
75,000 June 30th (Q) $215 calls bought yesterday for $16M...
75,000 June 30th (Q) $215
IWM 2hr
Posted by kingpin15 on 3rd of Jun 2025 at 08:46 pm
75,000 June 30th (Q) $215 calls bought today for $16M...
130min HPF is long, usualyl
Biotech
Posted by kingpin15 on 3rd of Jun 2025 at 03:47 pm
130min HPF is long, usualyl the daily STS triggers after. maybe today
long oil, short gld
McClellan on Oil
Posted by kingpin15 on 30th of May 2025 at 11:06 am
long oil, short gld
BTC back below Jan highs.
Posted by kingpin15 on 29th of May 2025 at 03:22 pm
BTC back below Jan highs. would be epic top
VENU https://schrts.co/NEvHDFsD
Posted by kingpin15 on 27th of May 2025 at 03:49 pm
VENU https://schrts.co/NEvHDFsD
thats dope!
Wife made me a cool cake for my Birthday, which was 24th
Posted by kingpin15 on 26th of May 2025 at 02:49 pm
thats dope!
by who? doubt it....good turnaround
PTON Updated
Posted by kingpin15 on 23rd of May 2025 at 03:32 pm
by who? doubt it....good turnaround story.
LFG!!!!!!!
PTON Updated
Posted by kingpin15 on 23rd of May 2025 at 03:27 pm
LFG!!!!!!!
nice look steve, thank you!
SPX 30
Posted by kingpin15 on 23rd of May 2025 at 01:31 pm
nice look steve, thank you!
HP stuff doesnt use hard
I can't catch a break, guys. TNA dropped so much ...
Posted by kingpin15 on 23rd of May 2025 at 10:53 am
HP stuff doesnt use hard stops, as TNA is still long as it reclaimed 27.16 before the 78min candle closed.....
*TRUMP TO SIGN ORDERS TO
UEC daily kiss system went long on 4/23
Posted by kingpin15 on 22nd of May 2025 at 07:28 pm
*TRUMP TO SIGN ORDERS TO BOOST NUCLEAR POWER
*TRUMP TO INVOKE WARTIME ACT OVER US URANIUM DEPENDENCE
all the ura names....
Arun is on fire today
Posted by kingpin15 on 22nd of May 2025 at 04:23 pm
Arun is on fire today
was eyeing puts but iv
CRWV rolled over
Posted by kingpin15 on 22nd of May 2025 at 04:00 pm
was eyeing puts but iv so juiced....100p for next week barely moved $2 when stock when red.
https://schrts.co/KmiWTkgi weekly chart on PTON has
PTON Updated
Posted by kingpin15 on 22nd of May 2025 at 12:45 pm
https://schrts.co/KmiWTkgi
weekly chart on PTON has serious upside. and fundamentals improving ......... Debt is down huge over the last year, cash flow has been positive 5 quarters in a row and Peloton is finally hinting at getting out of the stores
nice, sold my july 7c
PTON Updated
Posted by kingpin15 on 22nd of May 2025 at 12:41 pm
nice, sold my july 7c , holding the july 6c
big reversal, was that the
TLT went green for now
Posted by kingpin15 on 22nd of May 2025 at 12:07 pm
big reversal, was that the wash out? geez
all the call activity lately....
PTON Updated
Posted by kingpin15 on 22nd of May 2025 at 11:51 am
all the call activity lately....