Reddit Posts
PBT to operate Hyzon hydrogen fuel cell truck
$PBT doing some nice actions with just minimal volume
With a Bullish Oil Market, is it Better to Have Company Stocks, Royalty Trusts, or Sector Funds?
"ETORO APES" LOOKS LIKE "FIN-NET" FOR THE EUROPE AND FOS(UK) IS THE WAY TO DRS FROM ETORO! WE EURO APES SHOULD CONSIDER CONTACTING THE "FIN-NET" IN THEIR COUNTRY.
Update on Permian basin Royalty Trust(PBT) and the OPEC+/Crude Oil analysis DD
US oil hitting $70: expected catalyst for the like of PBT?
CAPEX update on $PBT expanding on previous DD (PT $17-22)
Texas Bill locks $430B in pensions to Oil and Gas investments(PBT, MVO, SJT)
PBT (Energy play) - Extensive DD on lagging post COVID sector recovery
PBT (Energy play) - Here's my DD on its 5-7x short term potential
Mentions
Utilities are inherently conservative entities so I doubt they overextend, but I don’t touch utilities that much. I’m more taking about the commodities extraction side, where royalty companies have full unhedged price and volume upside and no capital risk. Nat gas is already becoming the coal replacement and cheap energy source globally regardless of data center buildout. TPL, SJT, PBT, and to some extent LB are well positioned. TPL especially so when it comes to data centers with their large Permian land ownership, gas royalties for power delivery, and water business for cooling.
So PBT’s assets are basically overriding royalties. Comparatively less risky. PR is a proper E&P company.
PBR, Oxy, Devon, SJT, EC, PBT
Just bought Oxy, EC, SJT, PBT, PBR, DVN, oil is going places we’re already in recession prices
I am in much more volatile shit, PBT SJT RIG BPT
Spend the money on PBT. It's been a steady gain for me over the last couple months. It's one of my holds
PBT end of year calls
Not quite penny stocks but I'll be hanging onto PBT
That explains why PBT is going green today...
Stable companies that pay consistent dividends which will compound as your Roth automatically reinvests them. Consider energy companies which pay quarterly and monthly payers like PBT, remember the Roth avoids taxes on your gains. This is a get rich slow scheme.
Fyi, PBT is moving LNG and PBT bulls represent!!
Weight watchers international dd In this instance, with this recent announcement we can assert some indication where the numbers might end up for example for 2025 full year – I have the following analysis created. Revenue to decline 5% to existing business Rev $844m Exp $488m OI $34M IE $102m PBT ($67m) Revenue to new business Assume the GLP priced $129 annualised for 12 months per individual. Assume 1,000,000 register with WW for the GLP Annualised Revenue: $1,548,000,000 Margin 30%: $464,400,000 IE: $102,000,000 PBT: $362,400,000 Assume the GLP priced $129 annualised for 12 months per individual. Assume 2,000,000 register with WW for the GLP Annualised Revenue: $3,096,000,000 Margin 30%: $928,800,000 IE: $102,000,000 PBT: $928,800,000 These numbers are serious if they do come to fruition also note did not add any further expenses under the new model in light of the synergies and cost cutting taking place kept s,g&a as a flat line. EPS could range between $3.70 to $8.00 (after tax) per share based on 75m shares on issue. DYOR and tread carefully
Lots of potential on PBT with the settlement of the lawsuit against the operator for overcharging the trust. A new item added to the lawsuit claims the operator Blackbeard failed 'to pay royalties to the Trust for all volumes produced from the lands covered by the Conveyance'. Previously Blackbeard has had issue reporting correctly to RRC & Texas Comptroller for PRs, T-1s, NGLs, tax & completions. I've done a lot of work on this and believe Blackbeard has severely misreporte4d production since 2020 and there could be a windfall payment to the trust. https://preview.redd.it/fwrrlxhq77rd1.png?width=724&format=png&auto=webp&s=36c583767583c4c353abad3528038443a1f3d01b
TLDR :PBT leaps is the play
Permian Basin Trust (PBT). Very small cap…very speculative…price is beat way down…lane trust smack dab in the middle of where you were who no doubt will benefit from whatever ends up shaking out with the AI need for power.
PBT's legal dispute could lead to a $3/share special dividend, boosting monthly distributions if operator spending is corrected and resolved favorably.
It does have tax benefits for some but that can be a nightmare for others. Depends on the individuas situation. For us we invest in TPL, SBR, PBT long term and have a number of other trusts we move in and out of as trades in our portfolio and my tax person knows them well.
Currently oil prices have had extreme headwinds and pressure where Fridays crude net-positioning of non-commercial accounts(managed money and other reporting) in Brent and WTI futures and options combined were at historic levels short. This includes November 2021 when it was expected that China would shut-in again for COVID lockdowns and the initial lockdowns of 2020 where at a time when commercial crude inventories where approaching record-highs. While the past weeks have been filled with news that typically moves oil markets into bull mode the opposite has happened and prices are now flirting with multi year lows. Continued middle east tensions, Red Sea oil tankers targeted and hit, Libya shut in of barrels exported, large inventory draws on EIA reports, Saudis and other OPEC+ members extending voluntary cuts for 2 months... just to name a few headlines. The market seems to be overly bearish on oil with elections and a potential recession weighing heavily on the downside but a reversal seems near and I'm here for it as a mostly energy focused investor. I've been waiting to post about PBT once it became a value add again and consolation for a month. My original posts were sub $4 from 3 years ago but a lot changed since then and I believe the lawsuit against the operator will have positive results for the equity price. The substack in the post is worth a read with extensive details on potential outcomes.
exactly .. ppl act like out it was just vibes that led to NVIDIA current valuation.. NVIDA has gne from $7bn turnover & $2bn PBT for q1-23 growing every quarters smashing estimates leading to $26bn and $15bn incom for most recent q1. And the projections are further growth… they have critical first mover advantage in their chips and software so will be ahead of comp another yr or 2 at least hence continuous price surge…
I will certainly never fault anyone for taking profits but after listening to their last earnings call senior management seems to be doing all the right things. I think there is still a lot of meat left on this bone. I made 6 figures on calls playing PBT from 3 to 26 pps when oil last ran up. Seeing a similar set up here but nothing is certain and the fact that this sub is so into it gives me some pause lol.
I will certainly never fault anyone for taking profits but after listening to their last earnings call I think there is still a lot of meat left on this bone. I made 6 figures on calls playing PBT from 3 to 26 pps when oil last ran up. Seeing a similar set up here but nothing is certain and the fact that this sub is so into it gives me some pause lol.
Nah your good, I should have explained better. I was counting an easy 10 bagger from GME, before the PBT. I might be wrong but I think GME was posted on WallStreetBets, not PennyStocks, but I digress. At the end of the day here's my positions since GME. I put $300 in HITI (High Tide) at the peak and lost about 80% of it. The rest of my portfolio is in Vanguard ETF (VUG) and my 401k is in some Stupid Age based "target fund". I'm a pretty lame investor, and whenever I decide to actually "make a play", it's always the wrong move. LOL ​ Here's the $PBT post [https://www.reddit.com/r/pennystocks/comments/n2ktvd/pbt\_energy\_play\_extensive\_dd\_on\_lagging\_post/](https://www.reddit.com/r/pennystocks/comments/n2ktvd/pbt_energy_play_extensive_dd_on_lagging_post/) Damn I was stupid. (No self pity, just chuckles at my dumbness)
About 2 years ago a dude posted in penny stocks to buy $PBT. It all made sense, guy (and family) had backgrounds in oil…. He said target price was a 10 bagger. I chickened out. He was 100% right. Price went from $2 to $20. This was right on the heals of DFV (GameStop) run. Could have turned 10k into $1m. But I didn’t. <— Cool story bro.
With oil prices the way they are right now - put 1000 into HGTXU, maybe some into SJT, or PBT. All oil royalties that pay MONTHLY distributions. It might take a little bit for the price/ payout to catch up to market conditions, but in the next 6 months, this'll be worth it. I'll let you do your own DD. If you're wanting to get STUPID, and YOLO it, (with long term results, NOT overnight) RYCEY. It's sitting around 3 bucks right now - I bought it at .90. Sitting on it until I die.
Yeah PBT looks like it was a solid move!!! Over the past year up 50%!!!! Plus it’s pays a pretty solid dividend… It’s not supported on Robinhood unfortunately… I’d be looking to add that to my Roth IRA perhaps
This is why I’m still in oil. PBT has made me over 40k and still have plenty of room to grow. Monthly payouts are nice as well
$MIGI Mawson Infrastructure eyes expansion of data centers The Mawson Infrastructure Group site in Midland The Mawson Infrastructure Group site in Midland Paul J. Gough/PBT By Paul J. Gough – Reporter, Pittsburgh Business Times May 15, 2023 Fresh off the sale of its Texas bitcoin mining site and $5 million capital raise, Mawson Infrastructure Group is expanding beyond its Midland and Sharon facilities. Mawson (Nasdaq: MIGI) is ramping up operations at the former ATI plant in Beaver County, where it has deployed about 13,500 mining units and is on track to put 100 megawatts into operation along with 12 megawatts in Sharon by the end of the second quarter. Next up on the list is Corning, Ohio, where the company has acquired a smaller site at a substation that will be a 24-megawatt bitcoin mining and hosting unit. And that's only the first. COO Liam Wilson confirmed to the Business Times last week that the company was expecting to have an announcement soon on the next, smaller location in Appalachia. Wilson told investors during a conference call Monday that Mawson was in final discussions to add additional bitcoin mining sites soon. That next site is likely in Pennsylvania, according to a slide released during its investor call Monday evening. Mawson is in growth mode after working to bolster its balance sheet at a time when other bitcoin mining companies hit massive turbulence with the price declines in 2022. It sold off its Georgia operations last year and, just last month, sold its Texas bitcoin mining sites for $8.5 million. And it concluded a $5 million capital raise, which the company expects to use to expand its operations including in Pennsylvania and now in Ohio. The company, which is based in Australia but has offices in Sharon and its biggest operation in Midland, touts a diversified revenue stream that includes the bitcoin it mines from its own machines, money it gets from hosting other bitcoin miners' machines, and then a third stream that has nothing to do with bitcoin: payments to curtail its use of power in times when the regional grid needs the capacity. Mawson had revenue of $7.67 million in the first quarter ended March 31, down from $19.4 million a year ago but at a moment when the company has been transitioning its operations. Operations last year — including Australia, Georgia and Texas — area no longer part of Mawson, which has transitioned to a fully Pennsylvania (and in the future Ohio) footprint. It produced 121 bitcoin in the first quarter, down from 459 a year ago. That's without Midland and Sharon being in full operation. It lost $11.4 million in the first quarter, which was similar to last year's $11.3 million loss. CEO James Manning said during the call that the company had its toughest quarter of the year in the first quarter as it moved out of Georgia and then the operations that are being ramped up all the time in Pennsylvania. "We'll have the whole 100 megawatts (of Midland) online and up and running in the quarter," Manning said. https://www.bizjournals.com/pittsburgh/news/2023/05/15/mawson-infrastructure-group-midland.html
No invite needed.. found it while chek’n trka… hang on…Ok it’s trader analytics they have few traders/play book trades(PBT)bot?option trading ‘option’-says what their trading-ins & outs-via a readout on I.DK..some1 here does… Ok say for instance last fri-mention GSIT@7am 4 $3ish,thru out day giving updates,seems like chickens out w/in hour but let’s SOME ride,ends day@$6ish..& OF COURSE XELA today that inslept thur.. but FUQ!don’t need me givin’ ya playXplay.. prolly already kno what I’m ref:2-SO EA.xtra word4 WAY2LONG reply makes me👀even more🫠BUT plz member U ASK’d-some1 w/own ‘r/RS sub Sun blocked me, bragged in thread-called me ‘spammer’ among other things don’t understand-when HOMESTLY just impressed by them,can only think my reply2 long-is that a thing? Not posed2write long reply, & what’s a spammer-if means trying push content of some sort-im totally not pushing this-just said I’ve made $ following along b4..cuz I kno so little bout trading - OTHER THAN IF STARTED 4/2020 (thot I was ‘a natural’&Y’d ever hear hard2WIN BIG😲🤑 what a WAKE UP call 21 had waiting4me-lol!!)
My best was PBT at under $4 a share. Bought 1,500 at $4 a share in 2020 and bought another 3,500 at under $5 a share in 2021. I’ve held onto it for the monthly dividend. I’ve thought about unloading it to start an oilfield service company, but I love to see it compound.
Q on tax filing for PBT royalties through h&r or TurboTax: it seems 1099 Misc makes me fill schedule C. Is this correct? Do I have to fill all of it? TIA.
[PBT](https://finance.yahoo.com/quote/PBT/)
PBT. Oil trust and oil is going to be in solid demand for the rest of the decade.
Thungela ain’t shrinking brah. Nine energy ain’t shrinking. PBT and MTR. Sorry you missed the run. It ain’t over though. You can still ride it cause it’s not gonna stop. 5 years easy
PBT oil play that is a trust that pays out monthly and still has plenty of room to run due to it being undervalued. I believe oil will be at high prices for at 5yrs
There are hundreds of small caps, which have a big runway for growth and don't have financials in a state like an 80 year old 3 pack-a day smoker's lung - that is getting sold for a healthy 20 year old one. OTCM, Zigexn, CGG, RWWI, PBT, Terravest iNdustries, RICK, jctcf, leat, idt, cresy, Aimia To, Gravity Inc, 0341.HK, BOC, Media Games and Invest, Fairfax India, Georgia Capital, FARM, HQI, CTT, GPW, IPI, harvia.he, wfcf - are all companies that are at or under 1b with generally decent cash flows that aren't valued super highly and can have decent returns.
What do you think about royalty trust oil stocks? Like PBT for example.
I think this will provide some solid base to oil prices. In effect cut is 1 million. Sanctions on Venezuela and Iran can be lifted. War in Ukraine can end. I think Joe has handled this very well. I think the job market has to be destroyed to control wage inflation. Companies made a lot of profit but wage inflation will eat into future profits. So overall I am looking at lower lows and lower highs. I scalped PBT from 15.7 to 17.2, I will try to play again in 14s
I’ll also add this isn’t a sure thing by any means, and the premiums are insane on the double and triple levered ETF’s….If China keeps shutting down and their banking system and real estate keep their gradual implosion and the EU and US decide to make nice with Venezuela and iran, and the winter is mild this will all mean nothing. I’m kinda staying safer with these positions, of which I have between 5-25 contracts depending on the value, once I get up 100% I’ll sell half and let the rest ride XLE Jan 2023 100$ strikes KMI Jan 2023 20$ strikes PBT Jan 2023 20$ strikes I also have been pretty successfully utilizing TECL calls very far out of the money as a hedge against this, and taking profits on up days.
Should be easy money, I bought 10 XLE Jan 2023 100$ strikes, 10 KMI Jan 2023 21$ strikes, 10 PBT Jan 2023 20$ strikes
I've had some bangers for stock holdings that I wish I loaded ny whole portfolio into. Right now, dare I say INTC and KHC? ... Look just saying: 1. I almost made 6-figure profits on GME in 2020. Sold far too soon. 2. I doubled my Money on PBT in 2021... 3. More than doubled my money on XOM in 2022 4. Doubled my money on HRB in 2022 ... *also yeah Ive had some dogs too. Not claiming to be a stock wizard or anything*
Personally I’m in PBT which is a royalty trust. Understand the tax implications before investing. If that’s not your thing there are plenty of Canadian companies that have access to North America and Europe markets. VET is one I have a smaller position
this is the right answer. You know your stuff man. Long oil long $BPT/$PBT or any oil producer
Any input on oil and gas trusts like SJT PBT etc?
Oil. PBT going to keep mooning till end of year
You can invest in producing oil or gas wells. You can buy working interest in them at an auction, like EnergyNet or O&G clearinghouse. If you don't mind a little risk you can invest before they are drilled and potentially make much higher returns. High risk/ high reward. If you want a more liquid option, you can invest in a royalty trust like $PBT or $MVO.
given your age i would take a trip over to r/dividends and build up some passive dividend income to support you. There’s no way getting past those losses, you just have to accept that as learning experience. don’t try to revenge trade and lose everything else My personal recommendation would be, $BPT, $PBT, $CVE, $CUBE, $O, $CLX. Plenty of decent picks in energy and consumer staples.
Vitards like in no order steel shipping and oil. Tickers are ZIM CLF X PBT BPT PBR VTNR etc. Now Vitards are near capitulation as everything is taking a beating. If you think of entry now you will be with no bags and of course it can fall more. Most will give divvys and do buyback. ASTL is another not popular one but was a SPAC
I hope can catch another PBT, bought it at $2 it's at $21.60 now
Been in BPT position almost doubled also fat Divy thinking of shifting to PBT. Both Royalty companies so watch tax implications
Anyone familiar with BPT or PBT? They are energy plays on the move. Tempted to dabble
$PBT put 80% of my portfolio in it when it was $13
I used to own a lot of PBT shares. Dividend was nice, plus you get a tax write off for depreciation/depletion.
Check out $PBT super under the radar. Dividend will go up by \~5x next month from 2mil to 10mil.
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Looking at breakouts tomorrow. Energy looks decent, some of the names have earnings this week. Tickers: DKL, PBFX, MPC, PBT, AMPY, CRK. Also looking at MYE, and LWLG in materials.
I made like 12k off PBT, been selling it off but by bit... still looking for another penny stock to give me a return like that
Hit very close to the intraday bottom on these TQQQ shares yesterday. And people say you can't time the markets. 😂😂😂 [https://www.reddit.com/r/wallstreetbetsOGs/comments/tax551/daily\_discussion\_thread\_march\_10\_2022/i04c912/?context=3](https://www.reddit.com/r/wallstreetbetsOGs/comments/tax551/daily_discussion_thread_march_10_2022/i04c912/?context=3) This was the play for the past two months and it will probably work for the next couple weeks at least. Wait for the market to get short-term overbought/oversold, bet opposite direction, close into the reversal. There is a lot of volatility and VIX has been high, but still the market holding an intraday change of greater than +/-2% in either direction is rare even now, unless it's an even larger mean reversion move playing out like Tuesday. Tuesday held its big move because it was correcting the even bigger \~7% drop over the previous 4 days. Markets are fractal, so higher level mean reversions will play out over lower level ones. But most of these large intraday wicks get corrected into closing. Or if you get a crazy move like the +3.5% Tuesday, expect a likely mean reversion overnight, and close at open. We are in a bear market, but Kang Gang still runs the streets. Sell the rip, buy the dip. I'm not selling TQQQ just yet though, we don't feel overbought here. Still predicting market wants to return to 20SMA before making up its mind again. VIX dropping below 30 is more bullish confirmation. Original target was just under 340 QQQ, unlikely to hit that today unless we get a monster rally which would be nice. The longer this takes the lower the target becomes, to follow the declining averages. My guess is around 338 next week, then we hit the resistance. Some of the bears in here are getting very impatient and greedy, they are demanding a drop now, but they already got their strong drop this week. Puts may be the play again soon, but I won't blow my load so quickly. I'm following the chart, and the chart says 20 day is the resistance point for now. Original TA from Monday: [https://i.imgur.com/aWa6dan.png](https://i.imgur.com/aWa6dan.png) Current holdings: TQQQ, ATI, SBLK, CLMT, PBT, LI, and a 0DTE QQQ call for our friendly competition. :)
Somehow my long only port is green right now. ATI, CLMT, PBT, SBLK all up for now. Everything green except BBBY. That's relative strength. Going to rebuy TQQQ on this red, hopefully we hit -2%. In order for the market to go down, it first must go up. Thems the rules.
Splattering of cheap calls into the close. Bought the dip on CLMT, SBLK, ATI, and PBT. Also grabbed some BBBY since its holding the 200d, but thats regarded so whatever. Hopefully LI pulls backs so I can grab some more for cheap. This thing rips too hard on green days.
Just look at the ones with the highest run ups. Look at coal companies like ARCH, BTU Look at oil trusts like OBE, PBT, SD etc.
🤠Pablo Token🤠 @pbt_telegram https://t.me/pbt_telegram ❓What is the Pablo token?❓ -> The token is for fun. The project was started to see how far we can go just with the help of social media. ❌Scam?❌ ->We deliberately added a small amount of liquidity, which makes it possible to buy a large amount of the token even with small amounts. This liquidity was sent to a burn address (Death Wallet). This is for the safety of the holder. 🔥Burn🔥 -> The team will regularly burn tokens and give them away to the community. This will create a limited number of available tokens, which will increase the price. 🚻Community🚻 -> The team will accept the wishes of the community and implement them if possible. ❓Where and how to buy❓ BNB-PBT on PancakeSwap ⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️ 0x18EFf9382D77f1cB57Eb1F36C2fADaFcc29ceB73
Oil stocks. PBT, PXD, MMTLP, CVX, OIL
PBT. My only play at the moment, up 200%
PBT from 6.50 but will look to maybe get out very soon unless we see a new ATH next few days. MPLX from 22.00 TTM is my newest trade @32.76 avg. Looking for TRNS tomorrow depending how it opens. But don't get too cocky, we could see a rise in prices but it's for now highly likely this could be a bull trap right before we see a new big leg down. Sentiment at least suggests we're in a short term bottom.
Look at dd by broncho24 on twitter on $PBT. Wrote some on reddit as jim_u_pam as well. Looks like a winner to me anyway
PBT. I'll finally be able to quit working a 9-5 thanks to it.
PBT @ 13+ % yesterday. Thanks oil!
I'm up 150% on PBT, dropped my GME and AMC profits into it. They're making me quite happy thus far
PBT has a long way to go with low float!
PBT trust and other gas
Took advantage of a WeBull promotion and put a small amount of money there. Bought some PBT and found out WeBull doesn’t have DRIP! WTF? Not putting any more money into that platform.
Disclaimer: Im no financial analyst or anything of the sort I started investing in 2020 and lost money on GME so take what Im about to write with the grainiest of salt. All the information I used to get to my own conclusions are from the cash distribution pdf that PBT releases every month. > 1) what caused the delta between the original time frame and this now adjusted time frame? OP made 2 assumptions if I remember correctly that didnt pan out. The first one was that theyd stay under budget for 2021 like they did in the past(dont really know for sure but ill take OPs word for it), which they didnt. They actually increased the budget from 30 something(net to the trust) to 51m. And secondly that theyd somehow be able to drastically up production(dont really know where OP got this info), which also didnt happen. Both those things needed to happen to pay down the Waddell debt in july-sept so it could start contributing to the div. But just because none of those things happened then doesnt mean they wont still happen somewhere in the future. Which brings me to your next question. >2) what will/can change between now and march/april to cause the price to effectively x2 from here? Now this is why I still think itll happen but in march-april. If you read up on the Nov cash dish pdf that they released you can actually see how much budget they have left for 2021, if im not mistaken its about 6m. The Waddell debt is sitting at around 19m so they need about 25m revenue in total to completely use up the budget for the year and to pay down the debt. Going by the way production has been steadily increasing and the avg price of oil and gas in Octobre and Nov I expect the revenue to be around 10.5m in Dec and 11.5m in Jan. Which totals 22m. We dont really know the avg price from oil in Dec but if it stays around $65 and production stays around 100k barrels then we'd be able to completely pay off all debt with the revenue in Febr. With no budget and no debt means that Waddell will finally start contributing to the cash dish which is by my calculations in March. Lets say production stays around 100k oil at $65 and gas 200k at $3 thats about 7m in revenue and with the 1m from texas that brings the total to about 8m. The trust has about 47m shares. So the div in March would be 8m/47m=0.17$ per share. 0.17*12/9(pbt current price)=22.67% div yield So if the price stays the same youd be getting a 22.67% dividend yield, which is absolutely insane. To match that insane yield the price will have to atleast double.
PBT is a great play which will pay excellent dividends into H1 2022 even at >$65/bbl. The operator Blackbeard is about to pay off its 2021 well campaign and pay a handsome dividend by February based on my calculations. Price action should follow. They've doubled the fields production with recompletions and new wells and locked s good rig rate. The dividend will likely 10x into H1 22. DD here: https://drive.google.com/file/d/1PdGX752ZKTZJP8iUpjXOkFbA6qnk04am/view?usp=drivesdk
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Additive Manufacturing will not replace HV Production in the near future. The reason is three: 1. Precision 2. Speed 3. Cost ​ There are 2 areas where additive manufacturing is prevalent in - plastics and metals The benefits of molding, casting, forming and subtractive manufacturing (milling, machining, turning) for these processes are that they can achieve single to double digit micron tolerances and variability that is not currently achievable by top range industrial printers. Further to that, the ability to cast and mold multiple cavities in seconds means both speed and price is unbeatable by current AM technologies. Furthermore, AM is not designed to work with all kinds of plastics. We use a lot of engineering specialty plastics that current AM does not have the scale to produce filament or powders for. Further to that, some of the engineering plastics are melted at 350 degree C, where current 3D printers for plastics are not designed for too. ​ I will tell you how I use AM - as a complementary service to my current traditional manufacturing ops. 1. Quick Turnaround for designs. Traditional Manufacturing to make a prototype mold and turn around a design is 3 weeks at its nominal fastest pace. I can get a 3D printed part within hours if I have a design. However the part is decorative as the material will seldom be correct and binding strength is not as strong as tradtional manufacturing 2. Un-moldable shapes. additive manufacturing is able to make shapes that are not manufacturable using traditional methods. In the past, what happens is that during DFM we have to discuss how to eliminate such features. Now there is an extra option. This is useful also for molds, where in the past the cooling channels were straight or regular, but with 3D printing you can manufacturing cooling channels that are called conformal cooling channels, which shorten the process time of molded parts. 3. Low Volume decorative parts. If you need to make 100 pieces of a decorative toy, this is more effective than building a mold or a die. ​ If you want to take advantage of supply chain issues, I would rather invest in port services company in high volume ports or the traditional semicon, chemical, plastics, steel etc. I had a call recently with the largest manufacturer of PBT in the world, and they said they are experiencing severe Bromine shortages. This is a filler plastics use for flame retardation. $ICL is the largest Bromine supplier. Make of that what you will.
PBT is doing great. It hit 8.90 It has dipped since but bought in at 4.30 and it’s at 7.80 rn. May sell if it goes any lower.
$PBT was mentioned in this sub 3-4 months ago with in depth DD's and good backup data. If you jumped on that ride, you're smiling now. This is me smiling.
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Hi, are you still as positive on PBT?
Should I keep holding PBT? It keeps going up but very slowly lol. I don’t want it to just yank on me when I could pull a decent profit today.
PBT Do some digging on this sub and you'll find the extensive DD done by u/jim-and-pam Highly anticipating the next cash distribution on Oct. 20
Why do you think the debt will be paid off this year? Doesn’t PBT have an approved capital budget through year end that they will keep spending?
Correct. I was expecting PBT to range towards $7-8 in Aug but oil prices took a significant hit in July-Aug with Delta variant concerns and the technical break to multi year highs. The amount of production added is fairly high for these oil prices and has a potential to run to the $20s again with a bit of volume off that higher cash distribution over multiple months. I actually increased my position by about 20% by exercising some of my $5 calls I got super cheap earlier this year when it popped over $5.60.
Since Walddell ranch isn't paying and that's where almost all the production is it won't increase until they pay down new drilling debt. The Texas Royalty Properties don't produce much in the trust and why we bounce around under $0.02 cash distribution per month. Based on their 8k in June they expected that debt to be wiped out in Nov but due to SEC filing rules they are basing that on a 12 month crude average of about $37. Obviously last 4 months crude has been substantially higher so I'm seeing this debt going away for the budgeted year in late Sept or early Oct at the latest. Current production and oil and gas prices put their dividend at around $0.09 without new wells and possibly $0.14 with new production being high and oil staying near $70. You can see here the last Q revenue of Waddell increasing by a large margin compared to 2020. Better pricing and more output I can see it move towards $22-24M for the Q in cash distribution vs $2.9M. https://imgur.com/a/1YtkTZt They needed to spend this money on wells and workover or cap them and abandoned because they were running out of time on the 5 year window for old wells so lots of spending but looks good for the debt and production to hit when oil may be it's strongest in Q1 of 2022. Also I'm expecting Natural Gas to clear $5. One thing I like about PBT is it's monthly payment so once it kicks in the yield gets adjusted immediately on that month instead of quarter.
Hey, I responded to one of your first posts about PBT a few months ago. Longtime PBT holder. When do you think the dividend will increase? It actually decreased this month.
KNDI, PSCE, PBT, SENS... just a few