Reddit Posts
Investment Thesis: CNX, CNX Resources - A Masterclass In Capital Allocation Unfolding Before Our Eyes
Alright, which one of you reatards is her current BF?
I let my ex buy me stocks and now need advice.
Update on St. George Eco-Mining $SXOOF
Index tracker price in relation to index/underlying assets?
Natural Gas Producers Aren’t the Best Way to Play Soaring Gas Prices. Look at Oil Producers Like Exxon, Royal Dutch, and Marathon Instead.
Watchlist For 8/18/2021 -- Amazing Value Plays Galore
My Watchlist For 7/23/2021 -- Great Consolidation, Great Value, Like What I See
$CLF – Acquisitive Growth and Strong Leadership is Turning this Company Around
Mountain Valley MD Receives Successful Results From BSL-4 COVID-19 ($MVMD / $MVMDF)
PHARMADRUG ANNOUNCES FIRST FDA ORPHAN DRUG DESIGNATION OF DMT FOR THE PREVENTION OF ISCHEMIA-REPERFUSION INJURY FROM ORGAN TRANSPLANTATION
My Watchlist For 4/12/2021 -- Energy Is Primed So I Am Focusing That
StockPulse PulseBrief Interview with CEO Tom Drivas
Mentions
Ah fuck nobody is immune. Loading up on QQQ tomorrow morning (CNX1)
Wow I don’t know I will get a different tax document for ARLP or XFIR. So far I am only holding some options on ARLP since the implied volatility is low. I don’t want to report tax to more states. Natural gas seems to be a more complicated topic, but I bet some on EQT, EXE and CNX calls. Comparatively, coal industry is much smaller and I feel it can have an outsized gain. Right now I am 1/3 in KWEB/BABA, 1/3 in energy, and 1/3 in all kinds of speculatively Trump mining stocks. Lol
I like to think in themes and sectors... Ex: Natural Gas (10% of whole portfolio) Own: EQT, RRC, EXE, AR, CNX
He has several 😂 but to your point, it’s just a rehash of almost 3 months ago: https://www.fox19.com/2025/02/06/panamas-president-denies-making-deal-that-us-ships-can-transit-canal-free/?fbclid=IwY2xjawJ6KLNleHRuA2FlbQIxMQABHi2V86lH4fPZAEAxjsasaHQkyeeWhXFyGwrtnx0UY7X_8SsbEK-4GayKLP3t_aem_CNX5AeV5rSDNz5BVVN6hng
Agreed. I've tried to play the NG trade but it's hard for me to keep up with all the news and geopolitical cause/effect. I owned APD, LNG, CNX, KGS, etc in the past. Looking to get into a portion of those again in the future. Looks like NFE took a big hit today though. The swing trade bottom may be back in play soon
Sucks for the bankrupt natural gas bull. I thought LNG hopefully has a pretty good run coming? I'd been holding KGS, APD, CNX, LNG..but sold out recently. Still eyeing LPG but not sure when that's bottoming out. Too much trade instability now.
GOP religious doctrine is that "tax cuts always good". They got us into this mess. They'll only deepen it. The long term goal has always been hyperinflation that erases most of the debt. For investors, we know how to respond. Buy for tangible book value. In particular tangible book value in inventory, property, plants and equipment, not in cash. There aren't many companies trading at a discount to their tangible non-cash value now. There will be. Otherwise, there are industries that will do well regardless, like the relatively limited natural gas oriented equity market (EXE, GPOR, CNX, RRC, EQT, AR, CTRA).
I think practically anything energy related is too cheap. My nat gas name is CNX they have some quasi-clean energy tech in development that works on coal-mine methane.
I have CNX so I was just considering getting another, i'll take a look.
CNX@VENTURE - manitoba - new brunswick - newfoundland - mre - pea - copper - gold - silver - lead - zinc - high grade - million oz - million lbs
DoJ investigating my 2 biggest stock positions in the same month. I've got bad news for holders of *checks notes* CNX Resources Corp, they are 3rd and must surely be next.
Interesting! Thanks for the links I'll check them after work. I've been in a couple of natural gas stocks for a while (KGS, APD, CNX, LNG) but not much oil and no geothermal.
This is pretty old news, OP Rise of AI, Data Centers, and the need to power them has been fueling a runup on natural gas focused E&Ps (CHK, AR, EQT, CNX) and has been for at least the last 12 months. Again, think that you're noticing something that the market has been well aware of for some time now.
On the last CNX call their CEO said he basically wasn't expecting anything to materialise in terms of LNG export (basically ever), was the second to last question. They are quite regional though so could be a local thing.
Hmmm, seems like two different things. CNX's description sounds like a consolidation of all flowback subfunctions into one automated system (possibly with A.I. assistance?), plus harnessing "Geobaric Energy" i.e. the natural pressure rock formations exert against each other in the crust.
I haven't heard of them actually. I know CNX announced some new drilling technology on their last earnings call, maybe it's similar?
Interesting picks. I had been very big on CNX as a super low cost producer in the Marcellus/Utica....but I've been more into tourmaline lately. Low debt, long reserves, and low cost. Go Canada.
> So you know how much of the pullbacks are choice vs how many are declining wells? I remember CNX mentioning reducing production earlier this year when prices cratered. Natural gas are cyclical and [prices always crater around spring](https://www.ice.com/publicdocs/cmsdata/ice/images/AEA_ICE_Natgas_storage.jpg), although this year's decline was a bit extreme. As for pullback I know Anthony Chovanec, vice-president of EPD, said producers in the Permian didn't halt in terms of capturing oil-related natural gas. Going through the EIA data for each major U.S. formation, it seems that both total production and production per rig was unchanged during February-April. Of course, the data could be lagging and updated in the near future. > Also, I thought I read the Permian was seeing increasing natural gas production. Not that you can use the same infrastructure, but there is a lot of supply. Active oil wells produce a ton of natural gas as a byproduct of drilling. The drillers used to just flare or vent it as it cost them money to inject gas into pipelines. Now that LNG export makes it economical to collect, the midstream companies are [either adding or expanding pipeline capacity to transport those volumes](https://www.eia.gov/todayinenergy/detail.php?id=56800) to storage for liquification. > Canada seems to also be increasing production. CNQ has seen gas production rise and Michael Rose (well regarded Canadian oil entrepreneur) founded tourmaline just to extract Canadian gas. I hope so! Apparently Canada is [investing a ton](https://natural-resources.canada.ca/energy/energy-sources-distribution/natural-gas/canadian-liquified-natural-gas-projects/5683) into LNG projects. > I guess where I'm going.... isn't there enough supply coming online to offset declines in Appalachia? My main concern is the export projection come on top of U.S. domestic consumption. We could theoretically meet those expectations if domestic remained static, but the latter is expected to explode - nat gas is the "transition medium" to phase out coal and oil. Until nuclear gains momentum, it's supposed to be the primary energy source for future base load generation. When I look at the EIA's statistics over time, I'm not seeing the prerequisite YoY increases across all formations required to satisfy both areas. Either the U.S. can cut overly optimistic export volumes and satisfy increased local demand or vice versa. The Permian alone cannot carry this dilemma on its shoulders Atlas-style. If Permian production stalls for any reason in the next half-decade, there will be a big mismatch.
So you know how much of the pullbacks are choice vs how many are declining wells? I remember CNX mentioning reducing production earlier this year when prices cratered. Also, I thought I read the Permian was seeing increasing natural gas production. Not that you can use the same infrastructure, but there is a lot of supply. Canada seems to also be increasing production. CNQ has seen gas production rise and Michael Rose (well regarded Canadian oil entrepreneur) founded tourmaline just to extract Canadian gas. I guess where I'm going.... isn't there enough supply coming online to offset declines.im Appalachia?
Hey guys! I’m very new to investing. I’m 22 years old, playing the long game and I’m gonna invest €200 into my pie monthly. Planning to do this for decades. I’ve done some research and tried my best to make a good choice. Diversification was key for me, though I might have gone overboard with it. This is what my pie looks like: Ishares Nasdaq 100 CNX1 ACC - 31% /// Vanguard S&P 500 VAUG ACC - 30% /// SDPR RUSSEL 2000 U.S. Small Cap R2US ACC - 13% /// XTRACKERS MSCI Emerging Markets ESG XZEM ACC - 10% /// Credo Technology CRDO - 10% /// NVIDIA NVDA - 6% /// I would really really love and appreciate any advice. Thank you so much in advance!
A little morning [read](https://open.substack.com/pub/mosaicassetco/p/the-market-mosaic-4724?utm_source=share&utm_medium=android&r=23ti9i) on commodities in the market. For the record, this author is pretty bullish on commodities. However, the thesis is one that I've heard others espousing. One theme I've heard from a lot of commodity bulls is that are current market setup mimicks the early 2000s. Tech is very expensive, commodities are relatively cheap. There's also setting up to be huge demand from developing economies (China in the early 2000s, India/Indonesia today). Personally I have exposure to copper, met coal, oil, and natural gas. I'm actually in the process of swapping out oil names, so I sold FANG this rally and plan to buy TPL or CNQ on a pullback just because I like their longer term low/no capex. Also been adding to CNX/HCC given the chance.
Wow, did not realize CNX was up 12% since I bought it. Kinda sad I didn't buy a full position yet.
Been buying CNX. Super low cost producer. I'll ride that one for awhile.
Nice! Can't go wrong with either of them. I've just started an initial position in CNX (after hours today) thanks to your recommendation. APD and KGS are my other natty gas plays so this completes my trio.
Lumine group up 9% and UFPT up 4%. Market loving on small caps today. Commodities running too, SCCO, HCC, and CNX all having solid days. Not sure exactly why though, [CME FED watch](https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html) actually showing a slight decrease in the odds of a cut in June.
You mentioned CNX the requisite number of times-seems to be about 3 for me- so I bought a single share….
Loaded up on CNX and Weibo today. Cheap free cash flow generative companies. Sector wide sentiment at all time lows + great businesses = value
Trying to work out some rough math, but assuming CNX being 80% hedged, decreasing production by 5%, and assuming they sell the remaining output for the current spot price of $1.70/BTU.... They'll still produce about $270 million in FCF. On a $3.43 billion market cap, that puts them around 12x 2024 FCF right now. This is based on guidance from their last earnings call. They generally return about 80% of FCF to shareholders through buy backs, so that's about $216 million, or about 6% of their market cap being bought back. Not bad for the worst natural gas market in years. Also, some interesting notes. There are 5 LNG export terminals under construction in the US and at least 1 in Canada. Additionally, the increasing power production from natural gas plants in the US due to the general trends in consumption, add the equivalent of one LNG terminal each year. I haven't worked out the numbers on that yet, but it's safe to say gas demand will increase a lot in the US. I really like the setup for CNX.
I agree. I have been diving back into energy and commodities too. Still very cheap, and much more resilient companies than 10 years ago. CNX, CNQ.....oil and gas are minting money right now. I also think some financials are cheap, but I just can't figure them out. Even my favorite, HWKN isn't really that expensive right now. 21x earnings for a company with mid teens growth....
Think its an incredibly smart buy. I know we on here sometimes buy the same stocks, I would love if we had an overlapping CNX shareholding group. As for the company its the incredible confidence of the CEO on the call. He straight up was asked his capital allocation strategy had changed and he said "no, we'll continue buying back our undervalued shares"
Starting to dip my toe in the water of CNX. I think long term demand of natural gas will be strong enough to bring prices back up. I also think CNX has a low cost production advantage, as well as sterling management. [Here's](https://www.reddit.com/r/ValueInvesting/comments/vkp6wz/investment_research_cnx_cnx_resources_a/) a write up from a year ago and a great [podcast](https://www.joincolossus.com/episodes/2539090/wilson-cnx-resources-lighting-up-its-industry) overview of the business. Their executive chairman is William Thorndike, aither of the Warren Buffett favorite book "the outsiders". Really strong management culture there which is resulting in great cash flows and large stock buybacks.
Natural gas has been absolutely wrecked lately getting down to the $1.65/btu level. That's the same level as it saw in 2012, 2016, and the 2020 covid selloff. Not inflation adjusted. CNX announced production cuts. I can't imagine natural gas goes much lower as many producers are losing money at these prices. I am considering buying CNX as they have such low cost production they are still profitable. Still building a thesis, but I think there might be opportunity here.
I've been reading up on CNX, a natural gas producer based in the US (not CNQ, which I also like but different company). CNX announced this: "CNX Resources now expects its 2024 annual production volumes in the range of 540-560 billion cubic feet equivalent (Bcfe), down from the previous expectation of 570-590 Bcfe. The company has decided to delay completion activities on three upcoming Marcellus Shale pads consisting of 11 wells, which will account from the drop in production volumes." So there's starting to be a supply reaction to low gas prices. CNX is also impressive because their break even cost is around $1.10/BTU, so even at today's record low prices, the company is profitable. They've used those profits largely to buyback stock, decreasing the share count around 10% just this year. [Here's](https://www.joincolossus.com/episodes/2539090/wilson-cnx-resources-lighting-up-its-industry) a great rundown on the business. If you think natural gas demand will be high (which is the consensus) and prices are too low, this one is interesting.
Hello, can anyone please help me replicate the screening criteria used by an article from a banned site? Each year, the robot (theoretically) buys the 10 cheapest stocks among all U.S. stocks with a market value of $500 million or more, positive earnings, and debt less than equity. My measure of cheapness is the stock’s price/earnings (P/E) ratio — stock price divided by the past four quarters’ earnings. These filters selected these stocks: SWN, GPOR, CNX, SPB, SPHR, PBF, CHK, SBOW, SD, BTU. Market Cap is an obvious filter, and "debt less than equity" would be Debt/Equity Under 1. What filter would correlate with "positive earnings"? Thanks.
CNX and KNX down after the bell................Trannies lead market down tomorrow.
My Schwab broker says he can't hold my Curaleaf stock as "Definitive answer from Schwab received: Cura, whether as Curaleaf Holdings (CURLF or CURA:CNX) is considered an MRB (Marijuana Related Business) and therefore Schwab cannot hold the shares. " Online it looks like Schwab is one of the brokerage which does allow cannabis stock in investor accounts. Would someone know why the disconnect or where to look for answers to this? I'd really like to move my stock out of the custodial account and into a regular broker account.
>CHESAPEAKE ENERGY UP 1.5%, CNX RESOURCES UP 2.3%, CHENIERE ENERGY UP 2.3%, EQT CORP UP 6.3% [twitter.com/DeItaone/statu…](https://t.co/gSoflnq5he) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-02-22 ^12:39:40 ^EST-0500
Hi everyone, looking for some guidance if possible. My question is around investing in ETF's such as the S&P 500 (CSP1) and Nasdaq (CNX1) as a UK resident. Most big bank forecasts suggest GBP to weaken this year, meaning an unhedged portfolio into something like the above would benefit me temporarily should it be true. However with a much longer horizon of 10-20 years plus, would a hedged ETF be better if the GBP is likely to rise again in the future. I understand it's difficult to answer, but is my understanding right that should the GBP strengthen against the USD, then having a hedged portfolio would benefit me rather than being unhedged? I'll be purchasing some single US stocks too which I will accept the FX risks in hopes performance outweighs this far more than I need to worry about, so it's more on the ETF side for S&P 500 and nasdaq ETF's. What do you guys do when it comes to investing in US markets? Thanks, D
MRMD up 30% on 600 shares traded on the CNX. Woo-hoo! /s
QQQ tracker CNX1 is available in UK
COMS, JOAN, AVYA, GROM, and (wait for it) NVOS. Tiny plays in CNX and NKLA.
I was in PARA before Buffet. And opened a new bottle of rum the day I heard Buffet bought in. It was VIAC when I bought. I used EQT and CNX. Decent liquidity. Nothing fancy - just timing plain old stocks.
Anytime something happens that lowers a company's SP the class action attorneys crawl out of the woodwork. I was actually lead plaintiff in one involving CNX, which I thought had a chance. 99% of the time they just quietly go away without anything happening. I may have gotten a few hundred bucks when Tyco blew up in the 2000's.
Just my opinion on crayon flavors, but I think what you really want to watch is M2REAL, which includes all the money supply from [M1, plus money in savings etc](https://pressbooks-dev.oer.hawaii.edu/principlesofeconomics/wp-content/uploads/sites/23/2017/08/CNX_Econ_C27_001.jpg), in real (inflation-adjusted) terms.
I already got CNX. Why is TELL so good?
Too many positions. I already got PARA C PIPP GOOG and CNX. I do 7. I suppose I could do 2 of the three but I'm saving the last for a mining stock I think, maybe.
“The two unions say quality-of-life concerns — primarily carriers’ scheduling practices that leave many workers on call 24/7 every week of the year — remain a major obstacle to an agreement and one they are willing to strike over.” Wow CNX, UNP, Amtrak puts for days. They can’t even bargain a deal to keep a man from being on call for the rest of the foreseeable future. That’s on call slavery. I personally do not see them brokering any deal for any quality of life.
CNX. They used to be part of Console energy until Console split into a coal company and CNX the natural gas company. CNX doesn't do coal anymore. But as part of their heritage they do milk coal mines for natural gas. Really good at it. More coal mining kicks up more mine emissions for CNX to go get. So you can actually get coal exposure off a natural gas play here. Plus they hedge everything. Today's high prices are leaving a stronger long term effect for CNX, although they are making less than their unhedged peers today.
CNX: E&P Executive compensation heavily tied to shareholders returns. Lock-in revenues by hedging production far out. Produce $700m in free cash flow annualized. Repurchasing a significant amount of shares. Expect to double FCF Per Share by 2026. Current FCF Yield of 21%. Low cost producer in basin. Debt is a non issue.
What do you think of CNX? I was down to EQT and CNX and I picked CNX is why I ask.
I bet they **will** turn natural gas into straight hydrogen and sooner rather than later. Bought CNX on Thursday. Short term and long term play.
With the examples that you gave - you don't actually want access to US markets. ATAI is a German company. It appears to be traded on the Frankfurt borse - [https://www.boerse-frankfurt.de/equity/atai-life-sciences-bv-eo1](https://www.boerse-frankfurt.de/equity/atai-life-sciences-bv-eo1) Small Pharma and Green Thumb are unlisted OTC traded as F shares. I.e. foreign ordinaries that are accessible to US investors but are actually foreign stock. Small Pharma appears to be Canadian. The shares appear to trade on the Toronto exchange - [https://money.tmx.com/en/quote/DMT](https://money.tmx.com/en/quote/DMT) Green Thumb also appears to be Canadian - [https://money.tmx.com/en/quote/GTII:CNX](https://money.tmx.com/en/quote/GTII:CNX)
I like the idea of a globally diversified portfolio but I feel most global ETFs have too much weight on the US market, so I made the following portfolio (UK based): Equities: (78%) * MEUD - Stoxx Europe 600 20% * SPXP - S&P 500 10% * CNX1 - Nasdaq 100 10% * CUKX - FTSE100 5% * VMIG - FTSE250 5% (instead of FTSE all share because of lower fees) * DRDR - Healthcare 5% * RENG - Clean energy 4% * GCLX - Clean energy 3% * RTWP - Russell 2000 (US small cap) 4% * VDPG - Developed Asia Pacific Ex-Japan 4% * HSEF - Emerging markets 3% * VJPB - FTSE Japan 3% * XDJP - Nikkei 225 2% Bonds (10%): * TP05 - US inflation linked 2% * JPBM - Emerging markets 2% * V3GS - Global corporate bond 2% * VETA - Eurozone bonds 2% * XGIU - Global inflation linked 2% Commodities (9%): * BCOG - All commodities 7% * SPGP - Gold producers 2% (technically equities but I am holding it as commodities in my mind) Other (3%): * IUKP - UK property 3% Any thoughts? I am planning to keep this long-term (reducing commodities once inflation comes down) and adding a bit every month. I also hold some stocks in individual companies (e.g. ONT, TXG, AMD, NVIDA, BMW) but, those are mostly for fun/learning and I am keeping most of my investment in ETFs.
CNX- Natural Gas company with all gas they will drill/sell hedged out two + years. Guaranteed revenue for the next two years. Plenty of time to go through a recession.
I’m jacked to the tits for BTU and CNX earnings tomorrow
Hop on the CNX train before it’s too late
I posted Gains in r/BabyStreetBets $TELL 5C and $CNX 20C 🚀🦍
$TELL and $CNX 😎 Could be Puts, Could be Calls. They expire tomorrow.
Boys I think I’ve found the one. CNX Resources will in my estimation be at least doubled in the next 6 months
Good moves! Hard to believe how much oil has moved. I bought HAL at 12 sold it at 33,XOM at 34 and sold at 67, just bought BP and CNX and am buying puts on CLF and sold some covered calls. Waiting for 12 months for LTCG You might be right on 1Q earnings and outlook…Had big gains turned into small gains in GM and F due to the quick reversal so energy and materials can be next
"In 2021, a large share of Europe's supply of liquefied natural gas (LNG) originated in the United States, Qatar, and Russia. Combined, these three countries accounted for almost 70% of Europe's total LNG imports, according to data by CEDIGAZ." - EIA.gov Still looking for quality foreign producers, but I'm heavy in CNX at the moment. They're local and will probably be my only investment going forward. Something like Exxon might benefit since they have a large presence in Europe. I'm just expecting to see a heavy increase in European demand in general, so pick any bet that's fairly valued and bullish on that I guess and keep an eye on Russian import status.
Hello, I live in the uk and I want to invest for long term in S&P 500 ans nasdaq 100, but I'm confusing wich kind of etf to choose. For example VUSA, VUAG, CNX1 etc. Can you help me with some informations and an opinion please. Many thanks 😊
Umm... Where are you getting your opinion from? Below is just one quick link I found. They are near or at 100% of ALL minerals in batteries (cathodes and anodes). They do it in 5 minutes with very little pressure or heat. They do all batteries (lithium and domestic (normal) batteries). No waste material as the remaining 5% of waste is turned into fertilizer and will be sold. They are not only recycling batteries but arguable the TOP tech in the field. BTW, this is only ONE subsidiary of theirs. They are starting their pilot plant next week or so. https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges\_Releases\_Initial\_Cathode\_Material\_EV\_Battery\_Test\_Results
$SXOOF [https://money.tmx.com/en/quote/SX:CNX/news/5343857219198536/Lithium\_Processing\_Technology\_Update](https://money.tmx.com/en/quote/SX:CNX/news/5343857219198536/Lithium_Processing_Technology_Update) [https://money.tmx.com/en/quote/SX:CNX/news/5602755732230044/Nickel\_Processing\_Technology\_Julie\_Nickel\_Exploration\_Update](https://money.tmx.com/en/quote/SX:CNX/news/5602755732230044/Nickel_Processing_Technology_Julie_Nickel_Exploration_Update) [https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges\_Releases\_Initial\_Cathode\_Material\_EV\_Battery\_Test\_Results](https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges_Releases_Initial_Cathode_Material_EV_Battery_Test_Results)
CNX has a nice looking chart
T212 don't have that ticker but they do have the ishares version which is CNX1
ATVI was recently hit with a lawsuit. Its price should stay stable but its a bit of a risky hold for now. CNX is an okay buy but it is a gas and oil stock so its ceiling is very limited in my opinion. VSTO is a buy since its upcoming earnings report shows growthX according to yahoo finance. However, some hedge funds have begun selling this stock so beware of a potential long squeeze.
Investment Highlights Currently known as Petro Viking Energy which will become Avila Energy Avila Energy ("Avila" or the "Company" .) with its head office located in Calgary, Alberta, incorporated in 2006 pursuant to the provisions of the Business Corporations act of Alberta, Canada. On June 14, 2021 as announced by Petro Viking Energy Inc. (the “Company) signed a binding agreement (‘the Acquisition”) and is changing its name to Avila Energy: 100% of the Wells, Pipelines, 3 Facilities and Mineral Rights in West Central Alberta Mineral rights - 53,835 acres, 43,935 acres (net) Reserves (Net Working Interest – Post Closing) Proven – 15.320 MMBOE, W.I. 94.60%, NPV10% : $ 152.8 M Proven + Probable – 28.036 MMBOE, W.I. 94.60% NPV10% : $ 326.8 M The Acquisition is being completed through the issuance of $50,664,000 in equity, with the Company immediately upon announcing, realizing only a portion of the accretive results of this acquisition of 100% of the operated wells, pipelines and facilities. The Company is currently publically listed and trading on the Canadian Stock Exchange, an established licensed producer and developer of Energy in Canada. Avila Energy As a low cost Carbon Neutral Energy Producer in 2022 Avila Energy’s plan is to continue to achieve its results by focusing on the application of a combination of established and proven geological, geophysical, engineering, and production techniques. The foundation for the Company is its 100% owned, developed and undeveloped mineral rights, and associated network of > 200 kms of pipelines and 3 processing facilities. The Company sells directly in Canada and throughout North American, as a result of having direct tie-ins to TC Energy’s network, which in turns allows for the sale of Avila’s products to end users anywhere in the North American market and alternatively in 2022 locally through its value added Integrated Energy Business. The Company in 2017 was focused on ramping up and consolidating its operations to become a diversified carbon neutral energy supplier optimizing its 100% Owned and Operated Assets. In 2019 and 2020 prior to increasing Production, and Processing Operations in 2021, the Company focused on its Joint Venture as a participant, Vertically Integrating mid-stream assets with its developing Energy Business to position the company to become an integrated provider of Energy in 2022 in Canada. Further Avila Energy has a longer term plan which will advance on established developing opportunities internationally to expand into the Caribbean and South America in 2022 through 2025. Avila’s long term focus being, the generation of high impact financial results based on optimized fully integrated operations and a continuing focus on best in class development costs resulting in the sale of a diverse Vertically Integrated suite of Energy assets to Private and Public Corporations. Revenues and Cash-flow 2022 – 2023 \*\* Revenues Growing from $50,000,000 in 2022 to more than $150,000,000 in 2023 Operating Income of >$25,000,000 in 2022 to more than $100,000,000 in 2023 Reserves \*\* < $3.00/boe FD&C costs - blended operating expense of less than CDN $7.50/boe Sustainable Organic Growth - Internally funded on < 25% of Operating Income \*\* Based WTI > US $56/bbl and Natural Gas > $2.50/mcf in 2021 to 2023 ​ June 25 2021 SYMBOL: ( VIK:CNX ) Share Price $ 0.40 Post – Closing \*\*SHARES: 78,657,562 (basic outstanding) 121,647,593 (fully diluted) \*\*Assumes 10,000,000 Share Private Placement Enterprise Value: $0.86 / Share Net Asset Value: $4.27 / Share 2P Reserves: 28,036,800 BOE Working Capital: $4,000,000 Debt to Equity: 0.10 to 1.0
https://money.tmx.com/en/quote/SX:CNX/news/7024130875318214/Preliminary_Feasibility_Study_Report_for_EVSX_Battery_Recycling_Plant
So I saw yolo 1800 into CNX, sell low, buy Nvidia high diamond hand it for 17 years= retire? Is that correct?
Also a warning to young investors: if you invested $1800 into 200 shares of CNX at $9 in 2003, you would only have 200 shares of CNX and 25 shares of CEIX after the 2017 spinoff, giving you: 200 x 14.53 = $2,906 Plus 25 x 18.66 = $466.50 Total value after 18 years = $3,372.50. Almost doubling your money sounds great, but if you invested $1,800 into SPY in 2003, you'd have around $10,000. So HODLing a crap stock forever doesn't always pan out. Not even close.
CNX closed at 14.59? Are you sure what you see is accurate reporting?
I’m watching $CNX stock. Why did it’s price drop 49% after the close? From what I can tell it’s a NOII thing but I’m not versed enough to know what exactly that is or if my stock bought at $10.80 is truly down now after being up for the past few months.
[https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges\_Releases\_Initial\_Cathode\_Material\_EV\_Battery\_Test\_Results](https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges_Releases_Initial_Cathode_Material_EV_Battery_Test_Results) [https://money.tmx.com/en/quote/SX:CNX/news/6226439236985533/EV\_Batteries\_Recovery\_Tests\_Results\_Lithium](https://money.tmx.com/en/quote/SX:CNX/news/6226439236985533/EV_Batteries_Recovery_Tests_Results_Lithium) [https://money.tmx.com/en/quote/SX:CNX/news/4666274347331415/Initial\_Battery\_Recovery\_Test\_Results](https://money.tmx.com/en/quote/SX:CNX/news/4666274347331415/Initial_Battery_Recovery_Test_Results) Did you see these for the battery recycling? Latest to earliest. The tech for lithium extraction from clay was released and third party tested last year ?7/2020 or so. If you search my history I think I linked that one on one of my first DD on the company. The above links have the prelim results of extraction. One of those earlier reports stated excellent results for cadmium batteries and if confirmed will start them recycling "normal" batteries until EV battery recycling will be needed. He called it a potential "disruptor" in battery recycling. Full results and final feasibility studies are due out end of this month/ beg. of July. A final go or no go will be decided in Sept. They already have a site in Quebec (?Bae Cuomo or something like that) to retrofit and stated they don't need much in the way of new machinery to do their process. Their most recent bimonthly/ monthly update report stated they are trying a new concentration technique PRIOR to its extraction tech for lithium in clay which found "better then expected results". Those are being confirmed as well. That last report as well stated they are expecting a whole bunch of batteries (delivered by now) from an aggregator to test their tech on every type of battery out there. Sure those are the final dry run they want to do before releasing their results in beg. of July. Those regular reports every month or 2 weeks I usually find on their twitter page as they are released. A NICE surprise is Dumas recently did a podcast just a day or 2 ago where he talked about the new timelines. In that interview he mentioned the gold project in Iceland looks to have "very high grade gold deposits" and will likely attract a major gold player to JV next year. No official release of that so still not confirmed yet. I would recommend heading
https://money.tmx.com/en/quote/SX:CNX/news/6226439236985533/EV_Batteries_Recovery_Tests_Results_Lithium ... good place to start. Might be smart to wait on the economic viability report, but could be too late!
CNX. Pure gas play. Lowest cost producer. Own their midstream, buying back shares and paying down revolver. Go to YouTube and search for CNX the opportunity is now. Choose their presentation that is aprox 40 mins. I own 5635.
A month or two ago I would have said you’d be really safe riding with CAPL - but it’s gone up quite a bit already. I think there are still some really solid values that pay nice dividends in energy right now. Keep an eye on that sector - SLB seems undervalued in the mid-term, for example. EPD is widely considered to be one of the best managed companies around, and they pay a consistent dividend to boot. CNX is a domestic natural gas producer to monitor, too. Earnings were great, and they have room to grow. I think TSM at 117 is an absolute steal given your profile. That is a very fair price for them, and analysts agree it’s likely an undervalued stock. Lockheed at 380 is still a good deal, too. They pay a dividend and have a proven track record with room to grow on top of their current valuation. CAG (Conagra Foods) pays a divvy and could grow 10% without much of a push, and have weathered COVID gracefully. Recently upgraded by Morningstar and not without reason. One of the last undervalued food sector stocks left, IMO. If you want a true big-brain play, buy a uranium ETF - URNM - on the next 3/4 day drop. Buy some shares in Energy Fuels (UUUU) too. In two years, I think you will be very happy. Short-term could be choppy. I think ADDYY is overvalued at price BUT they are making huge gains on Nike and competitors in terms of brand perception and product. Adidas is cooler now than they have been in years, and they have a model to withstand future COVID shocks. One to look into.
The fact they are 100% on all materials in their cathode. PR below. No one else is that high. I know AMY is saying they are 100%, but their PR says 99.7% on lithium dated just 12/2020. Their tech is already best in class for lithium extraction from clay. Last PR about that in ?7/2020 which was 3rd party tested was 99.97%. It is the same patented leaching technique. [https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges\_Releases\_Initial\_Cathode\_Material\_EV\_Battery\_Test\_Results](https://money.tmx.com/en/quote/SX:CNX/news/7385522436919133/StGeorges_Releases_Initial_Cathode_Material_EV_Battery_Test_Results)
[https://money.tmx.com/en/quote/TAAT:CNX/news/6140963866560966/TAATTM\_Announces\_Initial\_Application\_to\_List\_its\_Common\_Shares\_on\_the\_Nasdaq\_Capital\_Market](https://money.tmx.com/en/quote/TAAT:CNX/news/6140963866560966/TAATTM_Announces_Initial_Application_to_List_its_Common_Shares_on_the_Nasdaq_Capital_Market)
Totally Agree, it’s time is coming, it will Act like Sensor Technologies Corp SENS.CNX OR MOOIF ON Pink sheets
CNX looks to be in a very similar scenario. Did no DD, just pulled it on finviz.
Commercial real estate ESRT, DEI. Natgas CNX EQT WMB. Short tech and Tesla - SQQQ or TECS A lot of the reopening plays are way overdone - Hotels, airlines, cruise lines, etc are way too expensive.
Why not make some Natural Gas plays to achieve the same thing? EPD, KMI, and CNX are potential ones for you to look into
Love the idea! NG prices are already up huge this week with the crazy demand and inability for wells to quickly cover with supply. I’m in CNX for exactly that play - expecting it to pop next week on the news of high NG prices