Reddit Posts
Gotham City Research short thesis on Land bridge (LB) and Texas Pacific Land (TPL)
Natural gas price recovery: a tale of two tickers (AR and RRC)
Range Resources raised to Buy at Benchmark but stock slips after earnings (NYSE:RRC)
2023-02-27 Wrinkle-brain Plays (Mathematically derived options plays)
Small Cup Stock: WiMi developed The AI RAN Side-Network Slice Management System
Permex Petroleum set to drill 11000` Permian well
What stocks to invest in according to SynerAI's Foliko ?
$MDMP MDM Permian, Inc. Brown #1 Field Operations Update
It's Oil About the Benjamins: Oil to $100 by end of year?
Spotlight on AGYP (OTC US: AGYP): The Oil Shortage Opportunity Looms (NYSE: RRC) (NYSE: CPE) (NYSE: SM) (NASDAQ: PTEN)
Mentions
Buy oil and gas. Appalachian gas producers AR, EQT, and RRC have a nice dip going. Big AI power plays.
Hey! Do you read the Goehring & Rozencwajg commentary? I think they do a thorough job and they align with your thesis. Off the top of my head, I own FANG, RRC, VAL, SDRL, and a couple more that I can’t think of right now.
LTRX , Compass Minerals , CMLR once green plain revenue kicks in, EOSE , CARR , MLI , Beldan , POET , ARMK , RRC , BN , RUN , KEEL.
WTI will rise and sustain its gains if they continue to promise more SPR release. Before Boden admin we had 630 mmbl in it. Before war in Feb it was 430. They promised 170 + even more on Thursday in an attempted front month short, back month swap which will absolutely fuck the treasury once the WTI curve fills out. Not too late to go long Permian producers and domestic energy infrastructure names like (PR, KM, OKE, RRC)
The US government can remain irrational longer than Iran can stay intact. Tomorrow is the day to go all-in on US stocks (like DVN and RRC).
Don't listen to me, but Natural Gas might be bottoming out.. UNG, RRC
Industry veteran here 1 & 2) Exploration & Production companies are required by their lenders to engage in what are known as hedging arrangements for a certain percentage of their existing oil and gas production. Usually, at the beginning of a given quarter or year, the company will assess its existing producing wells and hedge at least 50%. So if the company produces 100,000 barrels of oil a day, it’ll enter into swap and collar agreements for up to 50,000 barrels of oil a day. Swaps are an agreement between one counterparty and another to buy and sell oil to each other at either a fixed price or a variable market price. Usually it’s the company that enters into a fixed price agreement. Collars involve a combination of a short call and long put set at different strike prices on the same expiration date. Companies use the proceeds from the short call to buy the put option contract and create a costless collar that offers more flexible upside exposure if the company does not want to have as much gain/loss volatility as you get with swaps. Collars only exchange cash above the short call’s ceiling, or below the long put’s floor. Anything in the middle expires at $0. Companies do this to avoid major downside risk thanks to notoriously volatile crude oil prices. Banks prefer this because it adds stability to the company’s cash flows and their expected interest payments Losses and gains from hedging contracts come in two flavors—unrealized and realized. Unrealized losses/gains are basically a mark to market of a company’s unexpired hedging contracts. This is the ‘market value’ you’re referring to in question 2. They are a non cash event and don’t factor into EBITDA. Realized gains are the opposite—they represent premiums paid/received as well as cash outs from the hedge counterparties after the contracts expired. The net cash exchanged is what is reflected as a ‘realized’ gain or loss and does factor into EBITDA. 3) The other 32% is natural gas, which is usually comprised of methane and lighter liquids such as ethane, propane, isobutane, normal butane and pentanes. They are usually a much smaller component of the company’s value chain, so they’re often lumped together in the Income Statement. Some producers focus on natural gas (EXE, CRK, RRC, EQT) and will show more detail behind the gas components compared to others
I like to think in themes and sectors... Ex: Natural Gas (10% of whole portfolio) Own: EQT, RRC, EXE, AR, CNX
I think one of the best plays for the AI data center race is actually North American natural gas producers. The days of oversupply and 2.00 Mcf is over. EQT, CTRA, EOG, RRC
Peabody BTU P/E 5 Range Resources RRC
Interesting. Not one mention of RRC.....
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).
EXE - \*CO. IS TALKING WITH ALL STAKEHOLDERS ON DIRECT SUPPLY FOR AI NAT GAS to supply data centers. Long as much nat gas EQT RRC BOIL and $BE
I'll bite on a sector / subset of publics that isn't one of the single sentence answers permeating this thread - pureplay natural gas E&Ps . and probably midstream publics with an asset portfolio that skews nat gas, like KMI or WMB; same goes for public MLPs if you're banking on corporate tax rates to go back up ~35%. Mid-term macro forecast is favorable with (1) a number of LNG liquification projects coming online and finally moving volumes, (2) obvious demand pull from AI-driven / datacenter demand, (3) a good number of gas midstream infrastructure comes online (and also begin moving volumes) over the next few years as well. Most of these guys trade at (rough estimate) 1.5xish to NTM FCF or so, generally? Also most have pretty strong cash yield (in addition to a pretty cheap price) Examples of E&Ps include (off the top of my head) : CHK, AR, EQT, RRC Midstream / MLPs (also off the top of my head): KMI, WMB, ET, EPD, OKE
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
Look into some of the natural gas movers and producers in North America. A few that I'm long on are ET, RRC, AM, and AR. I agree that natural gas is a solid, long term play. In Europe and the rest of the world, natural gas is really expensive. In the United States/North America it is very cheap (comparatively). Over time I expect these prices will converge, especially as the US builds up its export capacity. As such, the companies that stand to gain the most from this are going to be the North American producers and movers.
Natty gas big pop $EQT $RRC still red. Trying long
Sure man it'll be rough math but my source is Roaring Kitty - Tools Part 3 of 3 (spreadsheets) recorded on 6/23/20 according to him: port % / ticker / price in video / High of Stock since that video 2.17 TSE $22.51 High of $76 2.01 RRC $5.84 High of $36 1.93 PTEN $4.21 High of \~$20 1.92 PBF $12.06 High of $56 1.9 NGD $1.27 High of \~$2.3 1.57 RFP $2.18 #Can't find the high, think the stock was delisted but I did this before and this doesn't seem familiar, pretty sure it was higher although let's just assume it's a loss for the heck of it 1.55 CNR $5.96 can't find, stock was renamed 1.54 PUMP $5.44 High of \~$15 1.4 OVV $10.38 High of \~$60 1.33 FTK $0.98 High of $18 1.26 WTTR $5.12 High of \~$9.50 1.23 MAC $8.98 hIGH OF \~$22 might have done smth wrong and not accounting for weird conditions but there ya go
RRC - well financed, well managed natural gas producer. The stuff in the ground is worth way more than the current market cap.
RRC - low cost producer of Nat Gas, proven reserves in the ground, and lots of LNG capacity coming online.
Calls on SWN RRC CHK
AR; completely unhedged and in the best position to benefit from NG price increases in winter. Also a high fraction of liquids which sell for premiums. Control their own midstream company and can sell at a premium to Henry Hub. I posted DD on this a couple of months back, search for AR and RRC tickers. INSW: diversified shipper, crude oil and refi ed products. Generating great FCF with strong shareholder returns.
There are upstream and midstream companies with exposure to NG that are undervalued right now, since the energy sector has lagged the broader market recently. Personally I think it’s a good time to go long on some of these names. DYOR and NFA but two tickets to look at are AR and RRC.
If you're going to try to find undervalued stocks using traditional valuation metrics.........just stay away from financial institutions and energy. They both have really prescriptive methods of evaluating their cash flow / risk profile that don't really apply to your standard widget manufacturers and what not (e.g. forward P/E tells you nothing about an E&P driller nor an insurance company) Stick to what's easy and what's consistent - companies that operate in a business where a going concern assumption will never really come into question (which isn't the case with oil and gas assets underground.....that also can't / don't go on your balance sheet....), use leverage as a means of cheap(ish) capital rather than it being your sole line of business (e.g. like a bank), and don't have a huuuuuuuuge regulatory component at play, which applies to both banks (Frank-Dodd, heavy reliance / supervision by multiple 3-letter agencies) and natural resources (FERC, state RRC, EPA, DOE). For reference, I've been working in energy as both an auditor and investment banker for my entire adult career, and even I don't have the industry entirely figured out. Not to mention there are sub-industries within the broader energy vertical that are completely different (E&P vs MLP vs refiner with a trading desk)....and I'm guessing FIG is the same way between big, federal depositories vs insurance companies vs hedge funds vs S&Ls and so on and so forth.
I’m in Texas. The vibe is that these guys are making a ton of $$ pulling oil out of the ground and burning off nat gas line trash. I think oil will continue and nat gas will start to stabilize around here and could be the biggest winner. I’m in oil and XOM DVN HES OXY MTDR already. Tomorrow I’ll start positions in UNG and long calls on SWN RRC and then I’ll double if it moves against me
No idea on todays move but I’ve bought and sold nat gas names and the commodity in the past w huge success. Tomorrow I’ll buy half positions in UNG or BOIL and I’ll buy the same in call options on SWN and RRC (very sensitive to nat gas) about a year out. If it drops more I’ll double
It’s me. Jk I’m with you! Long oil and maybe as of tomorrow nat gas and companies like RRC SWN
I completely agree. Natural gas prices are incredibly low right now and I think they will start to rise soon. BOIL, SWN, and RRC are all good companies to watch for entry points into the market.
Watch BOIL SWN RRC etc for entry. No way natty stays this low
$REI Their acreage in the Permian is being looked out by $PXD. PXD was just talking w Range Resources $RRC price for $REI could be between $6-$11 on a takeover. Buying some here.
# Tickers of Interest - TL;DR **Gamma Max Cross** * [LAZR](https://options.hardyrekshin.com/#LAZR) 03/17 8P for $0.80 or less * [BHC](https://options.hardyrekshin.com/#BHC) 03/17 9.5P for $0.40 or less * [ABBV](https://options.hardyrekshin.com/#ABBV) 03/17 152.5P for $2.25 or less * [TZA](https://options.hardyrekshin.com/#TZA) 03/17 28P for $2.15 or less * [RRC](https://options.hardyrekshin.com/#RRC) 03/17 26P for $0.45 or less **Delta Neutral Cross** * [PARA](https://options.hardyrekshin.com/#PARA) 03/17 22.5C for $0.70 or less * [CHPT](https://options.hardyrekshin.com/#CHPT) 03/17 10.5C for $0.60 or less * [HOOD](https://options.hardyrekshin.com/#HOOD) 03/17 10C for $0.25 or less * [USO](https://options.hardyrekshin.com/#USO) 03/17 67.5C for $1.70 or less * [ROKU](https://options.hardyrekshin.com/#ROKU) 03/17 63C for $3.55 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. New price movement may invalidate the original thesis. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.7), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.88 with a 66% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 60% and 78%. (Stats as of 2023-01-31)
Dumb and fake Bloomberg article about PXD buying out RRC made twice the average daily volume trade in about 10 minutes on Friday, in a giant sell off. They came out after hours Friday and said the article was dumb and fake. Stock hit way oversold into a strong support level on a stupid fake article. Playing calls for a bounce tomorrow
Bloomberg put out an article on PXD buying out RRC and it caused it to crater 5% in a matter of seconds Right after I bought calls PXD came out after hours and said they have no idea wtf they are talking about Excellent job Bloomberg much reporting wow
I bought calls on PXD minutes before Bloomberg published an article saying they might buy RRC and the stock nosedived 5% How’d ur Fridays go
This is a great entry point for EQT, SWN, RRC and CTRA. Load up now and thank me later
RRC getting a bid from PXD? Next is SWN. Nat gas won’t stay at $2 and these will skyrocket
If your first three paragraphs are correct, the best bet is shorting EQT, RRC, SWN, AR. Buying UNG is the most reasonably safe bet, though. Be warned, however, that UNG has a 1% management fee and loses 1% on rollover yield so it declines in value at a 2% annual rate.
Not really arbitrage but spot prices are way below implied futures so nat gas is probably an opportunity here. And nat gas companies like SWN RRC etc
Is natural gas dead or are stocks like SWN and RRC way oversold?
LNG shipping again. Buying $ T E L L heavy $RRC $ EQT
This have been a real fuckin disaster since last August, but now finally with European storage levels decreasing, China reopening and Russian sanctions kicking in, we should start seeking some light at the end of the tunnel. I also find very attractive current prices for SWN, RRC, EQT
I am long in EQT, RRC and SWN. Bought all of them last July, bag-holding now waiting for either a new Russian shenanigan or a new glaciation
RRC and EQT weak with natural gas
I am with you bro. I entered long positions in RRC, EQT and SWN. No options reader here, but I bought a warm Avirex leather bomber to enjoy this icy winter.....
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Energy names AR & RRC coming off
Do you mostly just DCA in for shares? I'm eyeing these three ([$RRC](https://share.oliveinvest.com/01848652-6282-cfe7-34e1-dfa7e2fb0240), $AR, [$CLMT](https://share.oliveinvest.com/0184863e-4a20-a374-7ca4-6df4addf7142)) for options since they're less capital intensive and I can capitalize on movement.
Hey, I appreciate you being respectful and not devolving into name calling. You have to understand that Hudspeth County currently produces no oil or gas. THE WHOLE COUNTY. So, this all seems a little far fetched. You can go on the TX RRC and look into it yourself. You also received some feedback on this post from a geologist who, it would seem to me, knows what he's talking about. He suggested that the thermal maturity and reservoirs pressure isn't there. For oil I am sure he's right. I do think that their acreage could have some potential for producing a decent amount of natural gas. The problem is that natural gas markets in that area are very tight and gas does not fetch pricing anywhere near henry hub spot. I know the business development guys at companies like Oxy and Exxon/XTO (which, btw they are dropping the XTO brand entirely). If this truly was a boondoggle those guys would have been all over it years ago.
Good time to rotate away from tech for a while, and exploit the favorable (bullish) current scenario for oil and gas stocks. Particularly found of OXY, DVN, EOG, SM, OVV, ERF, DINO, EQT, RRC, SWN.
Yes: DVN, OXY, EOG, SM, ERF, DINO. There are also good natural gas stocks, but wait for the colder months: EQT, SWN, RRC.
Hope you guys bought that $EQT $RRC w me
Nat gas exploding ​ $RRC $EQT worth a shot long
RRC.. earnings on the 25th or 28th.. wait to see or play it long with calls. Its going up..
I enjoyed reading your analysis. I have been enough in oil (upstream, fracturing precisely) to appreciate and corroborate the majority of your points. Just a curiosity, what do you think of DINO, ERF, PBF, EQT, RRC, SM and MTDR? I built a probably over-convoluted model, and these tickers are at the top of my ranking, together with DVN, OXY. Good luck with the next upturn ....
If you want to hold for anything between 2 months to a year, I think Dino is the least volatile.... If you want to do aggressive swings, SM, DVN and RRC are more volatile, but you need to follow them closely. Getting the best from both approaches, with the advantage of a nice dividend, DVN was a fun ride (except the fuckin massive drop last June)....
Add more oil for the upcoming boost. Some favorite of mine: SM, DINO, DVN, EQT, RRC
I've got some investments in energy, and I'd like some input. The first one is Range Resouce. Some time ago I was trying to catch the falling knife that was oil and gas drilling. Evidently, it turned out to be a good idea, based on how energy prices have shot through the roof. Do we think energy prices will soon drop and kill the stock? The question here is to hold, sell soon, or sell now. Ticker: RRC Current Price: 27.79 Buy Price: 17.94 Grown Percentage: 54% Div: 1.15% P/E: 13 The second one is Charge Point Holdings, which invests in electric car charging stations. I don't know what the fuck I was thinking, probably read a forbes article. Maybe I thought back better would be a win for them. Do we think they'll survive, is this a fire sale, or should I be cutting my losses? Ticker: Chpt Current Price: 13.39 Buy Price: 29 Loss Percentage: 53% Div: 0% P/E: N/A, they're spending more than making
That is just wrong on oil and complety wrong on nat gas. More than 70% of tier 1 sites in the Marcelius and Haynseville have been drilled... the Fayetteville's depletion followed King Hubbert's curve perfectly and if that plays out for Appalachian fracking then game over.... Nat Gas triples in 5 years. Buy companies that produce at 0.14 a MBTU and will sell at 25.00. AR, RRC, and EQT have the best remaining reserves.
Buying calls on RRC.. not as sexy as the rest but solid company.
Time to add even more positions of OXY, DVN, PXD, SM, OVV, RRC, MRO, MPC
Bought several RRC calls today. Might dip more over the next month, but then back to all time highs this winter.
RRC oil company 7B market cap
$RRC, east coast gas Co with pipelines to east coast LNG compressors and ports.(shorter shipping route) Buffet has a stake in them. They aren't exxon, but they have been doing very well.
Not short, just not into dog shit companies... my recommendations posted here from a few days ago... RRC and AR... real companies, real assets, real management , real profits.
That's why I own RRC and AR... the best 2 nat gas E&Ps. Nat gas is going to explode this winter and if Putin uses his checkmate and takes his oil off the market oil will double as well.
Buy OXY, DVN, EOG, PXD, SM, RRC and OVV. We are just about to start a new ascension towards $120-130/bbl
 fam, i'ma let you finish... but ATER is bullish as fuck!
Tickers I'm keeping an eye on: * LNG [https://options.hardyrekshin.com/#LNG](https://options.hardyrekshin.com/#LNG) * CNP [https://options.hardyrekshin.com/#CNP](https://options.hardyrekshin.com/#CNP) * RRC [https://options.hardyrekshin.com/#RRC](https://options.hardyrekshin.com/#RRC) * XLE [https://options.hardyrekshin.com/#XLE](https://options.hardyrekshin.com/#XLE) * WFC [https://options.hardyrekshin.com/#WFC](https://options.hardyrekshin.com/#WFC) * DIA [https://options.hardyrekshin.com/#DIA](https://options.hardyrekshin.com/#DIA) * SMH [https://options.hardyrekshin.com/#SMH](https://options.hardyrekshin.com/#SMH) * MRNA [https://options.hardyrekshin.com/#MRNA](https://options.hardyrekshin.com/#MRNA) * MRVL [https://options.hardyrekshin.com/#MRVL](https://options.hardyrekshin.com/#MRVL) * HD [https://options.hardyrekshin.com/#HD](https://options.hardyrekshin.com/#HD)
RRC - earnings Tuesday after close.
Check out RRC, if you live in the N.E. your heating bills this winter are being decided right now.
$RRC $VET $PDCE. natural gas > oil due to better long-term demand prospects. supply will be structurally tight for years and we’ve never seen this level of production discipline from producers. also a good hedge in the highly plausible event Russia cuts off the gas in October when Europe needs it most
To be honest im bullish on LNG securities if we start exporting to EU. Europe will still need lots of new natural gas supply to make up for its lost Russian supply channel this fall/winter. Having extra natural gas in US storage for the next 2-4 months does not change Europe need for US natural gas this fall/winter.. Long AR & RRC
If oil keeps going up in the pre market I’m looking at TELL, KOS and RRC
RRC calls for earnings were well timed with an oil run. Considering holding through earnings on a 30C weekly. ITM helps a lot for IV crush
Great time to get O&G earnings calls RRC loaded. Looking at XOM later this week
Seems like this + Shanghai/China lockdowns + potential EU embargo of Russian oil + the war are driving oil and fertilizers up today. Holding and adding onto my MOS position for these reasons. Keeping an eye on CF, NTR(fertilizers) APA, and RRC(oil/energy) as well.
🎾 2022 Australian Open | ✔️ First Round | ✔️ Second set **What the hell is this?** I'm just adding this comment to document all the 🎾 plays from the second set, of the first round, from the first tournament. That's all. The plays are in chronological order. I'm including the then-current score, win/lose, ticker, and result. Previously, I posted the 🎾 plays from the [first set](https://www.reddit.com/r/wallstreetbetsOGs/comments/tylmcg/comment/i3t8ijw/?utm_source=share&utm_medium=web2x&context=3). |First Round|[1](https://www.reddit.com/r/wallstreetbetsOGs/comments/tylmcg/comment/i3t8ijw/?utm_source=share&utm_medium=web2x&context=3)|2| |:-|:-|:-| |[Ana Logue-Bombe](https://imgur.com/a/oac3Mqx)|8|6| |[Yu-Wei Sieh](https://imgur.com/a/oac3Mqx)|6|3| 1-0 ✔️ [ABT 60%](https://www.reddit.com/r/wallstreetbetsOGs/comments/txjiwe/comment/i3nyken/?utm_source=share&utm_medium=web2x&context=3) 2-0 ✔️ [CCJ 22%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tyain9/comment/i3rpdim/?utm_source=share&utm_medium=web2x&context=3) 3-0 ✔️ [RRC 16%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3wzke0/?utm_source=share&utm_medium=web2x&context=3) 3-1 ❌ [DQ -60%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3x69gf/?utm_source=share&utm_medium=web2x&context=3) 4-1 ✔️ [CVX 96%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3xbl8j/?utm_source=share&utm_medium=web2x&context=3) 5-1 ✔️ [MMC 66%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3xgb1c/?utm_source=share&utm_medium=web2x&context=3) 5-2 ❌ [SBLK -95%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3xohpx/?utm_source=share&utm_medium=web2x&context=3) 5-3 ❌ [CP -90%](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3xxtba/?utm_source=share&utm_medium=web2x&context=3) 6-3 ✔️ [MSFT 232%](https://www.reddit.com/r/wallstreetbetsOGs/comments/u152f4/comment/i4bfhog/?utm_source=share&utm_medium=web2x&context=3) *🎙 Match report: "After narrowly taking the first set, rookie Ana Logue-Bombe took a quick lead to start the second set, and closed the door on veteran player Yu-Wei Sieh with a multi-bagger to achieve her first career win."* \----- One of the reasons these tennis characters are women is because their Grand Slam matches are 2 out of 3 sets. And I think best-of-five matches with men would just take too long. I had also mentioned 100% gains and every multi-bagger would count as multiple games won. So that last game, MSFT for 232% should count as three games (one for being profitable, and two because it went above 200%). Otherwise, what's the point of holding for multi-baggers, right? However, just one more game was needed to win the set, and the match. And I don't think it's fair for Ana's next imaginary competitor to start the game losing because of something that happened on a previous match with a different opponent. So I lose those extra games. Damn. Finally, just as I offered earlier: **If it's a winning set (and if there's anyone interested), you can pick one of these 🎾 plays and I'll take the time to add charts and try to explain what did I see and why did I play that ticker.** Have a good day.
OXY, OVV and RRC have been doing absurdly well ytd
🎾 Conclusion to my [RRC Apr14 34c](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3wfjyh/?utm_source=share&utm_medium=web2x&context=3) Bought for $0.60. [Sold for $0.70](https://www.reddit.com/r/wallstreetbetsOGs/comments/tz0xl0/comment/i3wi41y/?utm_source=share&utm_medium=web2x&context=3). **16% profit** |First Round|[1](https://www.reddit.com/r/wallstreetbetsOGs/comments/tylmcg/comment/i3t8ijw/?utm_source=share&utm_medium=web2x&context=3)|2| |:-|:-|:-| |[Ana Logue-Bombe](https://imgur.com/a/oac3Mqx)|8|3| |[Yu-Wei Sieh](https://imgur.com/a/oac3Mqx)|6|0| \----- Not much, but I'm looking at her now and she has remained sideways. Those $0.70 for the calls look good now, so I'm feeling better about pulling the trigger since she has dropped back to $0.60 and I would not want to hold these over the weekend.
🎾 RRC Apr14 34c for $0.60
I work in oil and gas (shale gas and shale oil, land, no offshore). The premonition signs were already there in the summer of 2021: - major supply chain impairment - broken logistics - truck drivers “hecatomb” - hydraulic fracturing fleets being very close to full utilization nationwide - CAPEX projections highly insufficient (comparable to the lowest levels achieved in 2015-2016). - More confidential confirmation, pertinent to oilfield services contracts, that I cannot share here.... My unforgivable mistake was not to act accordingly when I started to identify these Issues in late spring 2021, and load my portfolio with DVN, SM, CPE, EOG, MRO, RRC, OXY, etc....
Be careful, though. She's been going up pretty fast, so set a stop loss. If it helps, I played that one [here](https://www.reddit.com/r/wallstreetbetsOGs/comments/t6hecb/comment/hzbum1y/?utm_source=share&utm_medium=web2x&context=3), [here](https://www.reddit.com/r/wallstreetbetsOGs/comments/tff0i0/comment/i0wfn5v/?utm_source=share&utm_medium=web2x&context=3), and [here](https://www.reddit.com/r/wallstreetbetsOGs/comments/tn13h5/comment/i20z5kb/?utm_source=share&utm_medium=web2x&context=3). She's been kind to me, sending profits my way all three times. Not all of those DDs apply, though. Biden did not meet with Zelenskyy. But he did announce a plan to move Europe away from Russia's gas and oil, so SWN benefits from that. You might consider keeping RRC on your watchlist as well. I've played both and both have worked. SWN is better, but RRC moves with her, too.
Todays play - and play of the week: RRC Because you know: Russian Regime Change.
📮 Update on [my energy gamble](https://www.reddit.com/r/wallstreetbetsOGs/comments/tff0i0/comment/i0wfn5v/?utm_source=share&utm_medium=web2x&context=3) Regarding my **RRC Mar25 26c** that I got for $0.70, which I was hoping she could go a bit lower yesterday to buy more, I did not buy more. I sold today for $1.50. That's **114% profit**.
Yeah I'm in. Bunch of Mar25 6c $SWN, adding $RRC 26c if I can get a decent fill.
📮 My energy gamble Alright, so I already played these two tickers on a previous 📮 play--[my nuclear risky gamble play](https://www.reddit.com/r/wallstreetbetsOGs/comments/t6hecb/comment/hzbum1y/?utm_source=share&utm_medium=web2x&context=3), codename Zaporizhzhia. I still need to update the results, along with several other plays, but I know RRC and SWN brought me profits, especially the SWN calls. I've reloaded again with RRC Mar25 26c for $0.70 (I'm hoping she might get a bit lower to buy more) SWN Mar18 6c for $0.02 (degenerate 2DTE, but cheap lotto scratchies) SWN Mar25 6c for $0.06 (and I'll add more if she falls) **Why?** If you believe the war is over, this play will probably not work at all. But if you read the original play that mentioned these tickers, I believe the Russians will attempt to control all four of Ukraine's active nuclear power plants. No, Chernobyl is not one of them. There are many balls in the air, so I agree it wasn't just because of that, but this play worked pretty well after [the events](https://www.npr.org/2022/03/03/1084414241/a-contested-ukrainian-nuclear-plant-is-under-attack-by-russian-forces) at the Zaporizhzhia Nuclear Power Plant. Remember that news? Well, I originally located these tickers because those two popped up when researching the stocks that moved the most after Japan's [Fukushima nuclear disaster](https://en.wikipedia.org/wiki/Fukushima_nuclear_disaster). And just recently, a [powerful quake rocked northeastern Japan, triggering tsunami warning](https://www.japantimes.co.jp/news/2022/03/17/national/japan-earthquake-tohoku-march-16/). So here's my logic: These two tickers soared as a reaction to the Fukushima nuclear disaster back in March 2011. The proximate cause of that disaster was the 2011 Tōhoku earthquake and tsunami. Japan just had an earthquake and a tsunami alert was triggered. Now, of course, I'm not expecting this current earthquake/tsunami to trigger another Fukushima nuclear disaster over there, but *the fear* of that past will resurface. Also, these two tickers brought me profits after the recent Zaporizhzhia Nuclear Power Plant battle. And the risk of another news headline coming out of a nuclear power plant in Ukraine is still there. In other words, just one scenario has already made these tickers soar. We potentially have two now. Again, this doesn't mean a nuclear disaster must occur, just *the fear* of them. And there are two triggers now, instead of just one. And it's all happening when those strikes are cheaper. Of course, this is still a gamble. But I'm jumping in. Thoughts?