Reddit Posts
Thank you SCHW, DFS, TRV and SLB for reporting this week
Everything to watch and expect for the trading week ahead, including expectations and analysis around AAPL, TSLA, and RETAIL SALES data.
Everything I'm Watching going into the trading week, including expectations around TESLA, AAPL and SPX Call Resistance at 4800.
Invictus Energy ASX: IVZ OTCQB: IVCTF - On the verge of a major new hydrocarbon discovery?
Navigating the Turbulent Oil Market: Challenges with Diesel Prices, Shrinking Margins, and Evolving Trade Practices - The Case for DRIP
Navigating the Turbulent Oil Market: Challenges with Diesel Prices, Shrinking Margins, and Evolving Trade Practices - The Case for DRIP
Second time presenting DD on here! First time gave yall GFAI when it was around 8 before running to 22 (respective to reverse split prices) Might be wrong here but like last time just sharing and looking for any bear cases before doubling down lol
2023-02-16 Wrinkle-brain Plays (Mathematically derived options plays)
Hedged long call to spread that has no money in the deal!
Schlumberger set for solid This fall, 2023 outlook to take spotlight (NYSE:SLB)
$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023 $VOO will become my new $ZIM
$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023
2022-11-09 Wrinkle-brain Plays (Mathematically derived options plays)
Jim Cramer expects energy stocks to rally if Republicans have a strong showing in the midterms. Do you agree?
2022-11-07 Wrinkle-brain Plays (Mathematically derived options plays)
2022-10-27 Better Tasting Crayons (Mathematically derived options plays)
schlumberger is a great company. What do you think? Should I hold?
$6k+ Gains 10Oct-21Oct SLB Earnings Play - Too Boomer for WSB
VLO trading at 44% below fair value (according to Yahoo Finance)
Schlumberger sees North American oil activity growing faster than expected $E.TO
58.4K to 129.6k over the past year on oil - mix of shares and leaps
IBKR Borrow Rate currently at >12000% for GME
Will SLB follow XOM and OXY to hit all time high next in the oil play?
Schlumberger Aka: SLB. It’s Oil and gas play WHILE you can get dividend.
OIH is the move and likewise oil and energy
Lithium Stock Consolidation is Happening now. Great time to look at the sector.
Recon Africa Presents at two African Oil Summits with Oil Majors Exxon, Shell, BP, CNOOC, Total, and Schlumberger. Includes Transcribed Presentations & Resources. $XOM $BP $RDS $TTE $SLB $RECAF $RECO $0XD
WOLFPACK, Sir. Squeeze is knocking on your door!
CL=F is still rising, but Oil itself is not the play. Do this instead.....
A covered call has the exact same profit profile as a naked short put! Interesting results of put-call parity explained.
Energy sector due to explode
$SPMT/$SPMTF Spearmint Resources News. 0.175/.0155
PSA: Interest rate shenanigans on IBKR when lending your shares
$BKTPF / $CRUZ.cse Cruz Cobalt Corp - News today, developments near Lithium project.
Lithium News in Clayton Valley. SLB announcement means more news coming. This is Huge for $SNNAF and $PEMIF going forward....
Mentions
SLB beat expectations, but it went down 2%
I would not. SLB hasn't been below 46 since June of 2023, and you're going to need it to go to 45 or below to make a decent profit. The odds are 85% against you.
Thank you SLB for the pull back, now lets see that $60
SLB earnings were good, why is it down 1%, make it make sense please?
Looking forward to SLB on Friday. Curious how their acquisition of Champion X will impact earnings. Perhaps too soon?
I knew a Technician, an actual technician for SLB the oil company who used to say "Queer electrons" when he didn't understand what a circuit was doing. I know levels of stupidity, I like to call willful ignorance. Smart enough to understand, low effort to learn.
Thanks for the DD, OP. I bought PAA $20C, 8/16 exp, and it's up 342% so far. I think a lot of these mid-stream companies are positioned well through this Q2 and Q3. I think Schlumberger Limited (SLB), another mid-stream company, is poised to do well this year. Up 9% the past three months. These mid-stream companies benefit when oil prices are high and you very well know that prices will spike with it being an election year and oil companies doing everything they can do get Trump elected. SLB recently agreed to acquire Champion X which will strengthen their position as a leader in the production space. Calls aren't as cheap as they were with PAA but I'm going in on shares. https://preview.redd.it/rrth1z696atc1.jpeg?width=642&format=pjpg&auto=webp&s=195936a1c97fde1c7823106b2f8bd9da83e930f7
$SLB has more exposure to the international oil market and generally the better stock
Buying more commodity stocks before everyone starts buying into the new inflation trade. I bought more $VALE and $MOS. I also opened new positions in oil service & equip giants $SLB and $HAL.
I bought SLB recently for the same reason and RIO.
more SLB and HAL calls, obvi.
Calls on PLTR. More calls on SLB 📈
Yes, and AMD, NVDA OXY, SLB GOLD, TSM....certainly not a failing coffee co.
Hey, I am about to begin investing as I now have a stable income. However, I still have a few remaining questions. 1. Very borad, but: Are there any issues with my setup? 66% in LCUW, 9% in MEUD, and 25% in EDM2. I see a lot of people often suggesting different stocks, but they always have higher TERs etc., so am I missing sth negative that comes with my selected ETFs? I initially wanted to go with the swrd etf instead of lcuw, but it does not offer recurring investments in EUR in IBKR, and I don't want to be bothered with different currencies. I don't plan to invest a lot of time in my stocks, except maybe a yearly rebalance. 2. Due to the tax benefits, I see many people prioritizine Ireland based ETFs over Luxembourg ones. However, I am a Luxembourg citizen, so are there any additional benefits for me for investing in LU based stocks? 3. For the EDM2 ETF it shows Not Shortable, SLB Availability: 0. Is that something to be concerned about, or what exactly could this tell me about this ETF and any additional risks associated with it? Also the price is very low with +-5€, but apparently thats completely irrelevant? Happy for any answers:)
SLB has a somewhat consistent 5 year spike in share price. I suppose we'll see what happens
I have been doing it since 2016. It has pretty much worked since then. I have been able to hit that 30% mark in each of the years. I have a little fluctuation month-to-month, but for the most part I am hitting the 2.5% number. I did 3.11% in January and I am at 2.86% so far this month. I do have some open wheels in SLB and BMY right now. I think that if you talk with other people that have been doing this for awhile, they would tell you that 2%-3% is realistic
SLB looks to be poised for large growth over the next year. Any feels on this?
Currently RKLB and ENVX. Both stocks in areas that could see huge inflows. Less risky stocks - energy names like CVX, DVN, SLB. Believe CVX said breakeven for them is around $55 a barrel. Obviously oil is much higher than that. Any more global instability and energy should see significant gains. Receive the dividend while you wait for price to appreciate. I think cyber security and grid security could also be a great area. I just don’t know which ones to pick in that sector, they all seem richly valued. Would like a pullback in something like Crowdstriks and Palo Alto.
Crude Oil prices rocketing rn, XOM lookin good, HAL jus went red to green, SLB lagging. Look to oil
The irony of me being an accountant and them tanking over an accounting issue haha. I’m sitting that one out. The current positions I started/added to are $SLB $DVN $CVX $CELH $RIVN. My $CELH is up around 14% in the last month. I mainly look at charts to find trend lines and support. Will look at valuation too for some of the more established companies.
This warning keeps flashing on my ARM chart. "Shortable- low inventory. SLB availability: 0"
With the oilfield service companies, many just shift profits between the big three; thus, in todays market I would focus on an ETF like XLE (\~5% weighting on SLB) or OIH (higher weighting near 20%)
What happened to SLB? That might be a screaming buy.
Why is SLB encountering Drill Team 6?
Does anyone know why SLB is down 7% to 8% today? Big volume for this early in the day.
Picked up some SLB 52.5C earlier this week. Not sexy but it's making money.
been saying it for days now HAL and SLB big winners for the year. Throw PXD in there too
Cramer likes SLB… I’M OUT. https://www.cnbc.com/2024/01/24/cramer-sees-upside-for-oil-service-stocks-names-halliburton-and-slb.html
HAL boys its undervalued right now same with SLB
>$SLB Schlumberger (SLB) looks pretty good right now. Thanks!
Look at $SLB. Great earnings call the other day. Huge cash flow performance this year. Raised dividend by 10%. Expects to return 25% more in value to shareholders next year via dividend and buybacks.
Out and about on mobile right now, I’ll post when I get home. But it was puts on SCHW and DFS, calls on TRV and SLB. Pretty conservative strikes. Honestly left a lot of money on the table.
PE.V / PEMIF (Pure Energy Minerals...Subsidiary Esmeralda Minerals) Water Rights hearing begins today in Nevada vs Albemarle Partnered with SLB and DLE pilot plant is commissioning (see MD&A on Sedar) [https://water.nv.gov/hearings.aspx](https://water.nv.gov/hearings.aspx)
really excited for SLB to go from $48 to $48.15
Instead of XLE, why not do 1/3 XOM, 1/3 CVX, and 1/3 SLB?
SLB been beating me like an Israeli beats a...
They already are. SLB is entering the lithium game in Nevada.
Personal list (shares I own): SLB, VIST, CEIX, CEG, OXY, PSX, GPOR, PUMP Only loser is the newest addition, PUMP. Was difficult to lose money with energy the last years, but that doesn't mean it will continue. OXY and PSX need to perform better, PSX is getting attention from activist investor. BTW: SLB and OXY are the only energy shares in my dividend portfolio and both are currently on hold because of the low dividend. But both did have a really nice performance.
Is anybody thinking about shorting oil in the lead up to the OPEC + meeting ? Some of the African members want an increase in production quotas but I'm pretty sure they'll play ball with the Saudis. I'm thinking they're going to maintain current levels which drive prices down because of higher production in places like Brazil and the U.S. You also have China and India getting their fill of sweet sweet sanctioned Russian crude despite China's struggling economy. El Niño is here and I'm not talking about your big booty Latina's shitty son. Milder winters and a decent build up of inventory in Europe. Two years ago I started investing in American crude, specifically FANG, SLB AND ET. I've made a decent return on those investments. I don't think the world has reached "peak demand" for oil yet but it seems like this year, we might be looking at lower oil prices. SCO, please don't fks me 🙏
Loaded up on SLB at 90day lows. Energy due for a pump
Not really. Just because stocks doesn’t receive dividends , doesn’t not make it a Ponzi scheme. If you own class c shares which don’t have voting rights nor dividend, it is still a quoted instrument (marketable) whose price on the exchange is known. This means you can lend out your shares (SLB) and be paid rental for lending your securities. You can take a loan against your shares as collateral. Like any other commodity.
I will watch out for Energy stocks [MRO, SLB, OXY] for buys on dips before winter chill sets in.
Cramer told people to buy Lehman before March 2008. Cramer told people to buy SLB 4-6 weeks before it went bankrupt at $150/share. He is the definition of wrong.
I'm a boomer my return for the last 7 years ? 1057 % mainly options . Apple, Uber , NVDIA , MPC , Google, FB SLB lately . go get em kids ,,
I was with SLB and NEX for many years. Stay away, too volatile and erratic. Shalers are already volatile enough, service are next level of reactiveness….
Yes, because META (purchase price $19), AMD ($2), LLY ($60), HON ($32), GE ($6 dollar pre-split). I also eliminated positions this year in BABA and SLB.
No. these guys are like coach roaches. T. Lee was the biggest bull prior to the GFC and yet, here he is still on TV. J. Cramer pumped Bear Stearns before the GFC when it went to basically 0 just a couple weeks later. He pumped SLB just this year before it basically went to 0. You would think with the multitude of horrendously bad calls these two have made, they would be embarrassed to show up on TV. Yet, they never go away.
Maybe it depends on the broker, but it's never been this easy to short a hard-to-borrow stock with IB. Usually you have to request to borrow shares and it takes forever, assuming you ever get them. Or someone else will borrow all of the available shares and you can't borrow them. And someone else has to go in and change their settings to allow SLB, or else their shares can't be loaned out to shortsellers. I suspect coincidentally a lot of IB account holders must own ARM and must have SLB enabled
how violent is an option's decline in price on expiration day? I'm holding a vertical call spread on SLB expiring AUG 18. I'm losing money on it currently and I'm wondering if closing the position now or waiting til expiration in case I get to close it for a better price. From experience, how steep is the decline in price on the last day, assuming there are no crazy price fluctuations on the underlying?
Imagine being bullish today after AXP and SLB shit the bed on earnings. 
Thermal coal names are starting to move up because US natural gas appears to have bottomed.... well who even knows. I follow some accounts on Twitter who go deep into natural gas supply and apparently both rigs + completions are finally starting to slow down. [Paul Saladino on Twitter for example] We'll have to wait and see--I've generally been much more bearish on natural gas and bullish on crude oil. We need to see a real pullback from natty gas producers to sustain this sudden rise. Only once natty gas rises will US thermal coal start to rise. Meanwhile European storage is getting filled quickly and nearing capacity, so while TTF has started to recover, I don't know how sustainable it is. Another huge factor is export capacity. I don't think its until late 2024-2025 that we will really be pushing out sufficient volumes to create 'scarcity' in US domestic natural gas supply. --- Agricultural names are moving up for different reasons--Russia grain deal breaking apart, some drought/heat in US restricting future supply, and Canadian strikes blocking fertilizer exports (Potash especially). -- Base metal inventories are starting to look tight but we've been waiting a while to see price respond... A temporary glut from the Congo might reduce prices near term. --- As for crude oil, all the bulls keep harping about export data showing OPEC/Russia are *finally* reducing volumes, SPR purchases began for real, and no more dumping of SPR. But growth really is showing up from Iran/Brazil/Argentina I think??/Venezuela/Russia. SLB leaving Russia should help reverse this. Overall, the consensus seems to be the oil bulls got demand right but supply wrong. Plus, while Chinese refinery runs + crude imports have been massive, a lot of that seems to be just going to inventory. So we might lose that buying pressure soon. Hoping to see oil stabilize $80-100 levels, not more, not less.
$SLB #earnings before open Fri, the expectation from the WhisperNumber community is $0.73, 2c ahead of analysts estimates. Earnings came in $0.01 short of the whisper last quarter. 64% beat rate. Implied movement +/-2.4%.
IBM pulled up even after missing revenue, but Schlumberger (SLB) is a solid shot
What do you guys feel about SLB puts?
SLB Schlumberger is better
Imagine having a 52cc Jul 7th SLB that opened at $2 and thinking its gonna expire, and I get to pocket the premium.
SLB gonna be a big runner 2nd half of the year. Get in now.
I pretty much did the same thing the OP did EXCEPT I did not sell any thing until recently. I DCA’d all of 2022 and when many of the mega caps were on the way down I loaded up resulting in multiple lots in each of them. This past week a trailing stop loss kicked in and sold NVDA at 415 resulting in 153% profit. ACLS not a Mega Cap also sold with 115% profit. I am still holding GOOGL, AMZN, META, TSLA, and APPL. —— regret is not buying more and being cautious. Another play was taking advantage of the price increase of Crude Oil and bought SLB, XOM COP and OXY - nice ride for about Freon February to June then cashed out. ——— regret while stock prices were dropping holding for the long term would have been a better play. What I did right - rebalanced and took losses and reinvested into the companies above. ——- probably the smartest risk I took. I came out of 2022 with about 5% unrealized gain which set the stage for this YTD where I am up 60%. But I was down as low as 22% during the summer of 2022.
$PE.V / $PEMIF is one to look at. Pure Energy is a lithium brine company who surrounds Albemarle in Clayton Valley. They have had good well tests since 2017 but haven't gotten much done in regards to actually mining it until now. Slumberger Neolith has built a 100 million dollar DLE refinery on Pure's project and an announcement is expected soon on the progress. Rumours are the extraction plant is operational now and is extracting lithium upwards of 90% efficiency. If this is true then PE is going to go much higher. Only 33M shares out, market cap just over 50M CAD. Others like SLI are pushing 1 billion Market cap. I don't believe it will get close to that as it is now a partnership with SLB but it should go much higher IMO. Do some DD on this one.
$PEMIF is continuing to move up... Expecting announcement on their DLE initiative with $SLB pretty quick.
SLB and CS felt more like a Bear Stearns moment.
HAL and SLB (Halliburton and Schlumberger)
I work for SLB as a Cal Tech
$SLCA has been on a pretty steady uptrend over the last 2 years as a stock minus the Russian/Ukraine pop last spring. I am also bullish on US & Canada oil stocks. $XOM and $CVX aren't going to cut oil production just because OPEC is. They are going to continue with as business as usual. This is why I really like $HAL and $SLB at their current stock prices. The oil giants are going to continue to invest in their existing oil wells & deposits and continue with normal oil production. U.S. Silica will also benefit.
I remember buying 1500 shares of SLB then hearing what an idiot I was so I sold SLB and BP right before they shot up over 100 percent. Loudmouth loser
Cramer is funny one day he loves a stock then he doesn’t. During the pandemic I started buying SLB and BP then sold after hearing his rant on oil stocks. Idiot!
I am a ME for SLB aka Schlumberger
https://preview.redd.it/a3axpw0zf5va1.jpeg?width=1284&format=pjpg&auto=webp&v=enabled&s=d359f5298a245438f8bf489608e64137a3f20cd8 LFG! PG, SLB, FCX earnings 👀
I guess I’m holding these SLB calls for earnings
I'm done buying this week. I also added 25 shares to $HAL. I know just because $BKR beat on earnings this morning, that doesn't necessarily mean $SLB and $HAL will beat on earnings, however I would think the odds are definitely higher than before. Buying gold & oil stocks have done me very well these last 2-3 years. Buying AG fertilizer stocks, not so much. : )
$BKR earnings beat. Adjusted EPS was $0.28, beating the consensus of $0.26. 2Q23 Outlook: BKR expects Revenue of $6.1 billion-$6.5 billion versus $5.98 billion consensus and Adj. EBITDA of $845 million-$905 million. FY23 Outlook: The company sees Revenue of $24 billion-$26 billion, versus $24.89 billion consensus, and Adj. EBITDA of $3.6 billion-$3.8 billion. It's looking pretty good for the oil field service & equip stocks. Recently Baker Hughes has underperformed on earnings compared to $SLB and $HAL.
In IRA: SLB 25% and OXY 30%, bought both dirt cheap during covid crash, they grew too much, will keep them both. In personal account, 10% each: PFE, FCX, GDX, XLF. In rollover IRA: HAL 15%, and 10% each: GOLD, SBUX, KWEB. SEMIS are trimmed and will be reloaded up to 20% of each account.
#Ban Bet Lost /u/rdawg214 made a bet that SLB would go to 55.0 within **1 week** when it was 50.72 and it did not, so they were banned for a week. Their record is now 4 wins and 3 losses
I have 47 cts put $50 on SLB it expires tomorrow so wish me look
You already have a bet going - SLB to 55.0 before 14-Apr-2023 08:40 PM -05
**Ban Bet Created:** **/u/rdawg214** bet **SLB** goes from **50.72** to **55.0** before **14-Apr-2023 09:40 PM EDT** Their record is 4 wins and 2 losses.
I need to post a write up on the transformation of Big Oil using Big Tech to become more lean & profitable. I have been putting it off due to life and having too much to do and too little time. However, I am one of those people that believe Oil is not going away in the lifetimes of anyone currently born on this world today. Here are 2 examples & 2 latest contracts awarded to Halliburton. Halliburton Company (NYSE: HAL) today announced that Petrobras will use the Landmark iEnergy® digital platform to address its subsurface challenges. The companies executed a contract that gives Petrobras access to the entire Halliburton Landmark DecisionSpace® 365 Geoscience Suite including cloud-based, next-generation technologies like Seismic Engine, Scalable Earth Modeling, Assisted Lithology Interpretation, DS365.ai, and Neftex® Predictions to support its strategic exploration and production programs. [https://finance.yahoo.com/news/petrobras-accelerates-digital-transformation-halliburton-124500953.html](https://finance.yahoo.com/news/petrobras-accelerates-digital-transformation-halliburton-124500953.html) Halliburton Company (NYSE: HAL) today announced that Hess Corporation (NYSE: HES) has selected Halliburton Landmark’s DecisionSpace® 365 Well Construction applications powered by iEnergy® Hybrid Cloud to plan, design, and construct safe, cost effective, and productive wells. [https://finance.yahoo.com/news/hess-selects-halliburton-well-construction-124500676.html](https://finance.yahoo.com/news/hess-selects-halliburton-well-construction-124500676.html) ​ There is a lot of potential growth coming to oil service & equipment stocks. I believe $HAL and $SLB are well positioned to move the oil & gas industry in the 21st century. This is not including $HAL investment into Carbon Capture which I believe is going to be huge in the near future as the world changings it's rhetoric from eliminating the use of crude oil to a need to reduce the carbon footprint from the continuous use of crude oil.
All commodity stocks are catching a bid. I guess with some fears of a banking collapse subsiding; investors believe that $FCX and $BP might still be able to secure some loans from banks to invest in mines & oil deposits? I really like $HAL and $SLB at these current stock prices.
Agreed, the only real pullback I've seen are on the oil svce & equip stocks like $HAL and $SLB and the pipeline stocks like $KMI and $ET. $OXY and $MRO have pulled back as well I guess. I'm concentrating my purchases there over $CVX, $XOM, and $BP.
I was putting money in sectors that were "unloved". Returns in larger companies in those sectors was not dissimilar. (Ex. SLB vs HAL although HAL is basically #2 in oil field services, or was at that time)
Very long update from IBKR direct wording for anyone interested. "The OCC Memo 52120 refers to stock from an exercise or assignment being sent or received from broker to broker instead of through the National Securities Clearing Corp clearing house. The OCC Memo 52120 has no impact upon your ability to exercise your option contracts and the consequences to you of doing so. Rather, it addresses the operational aspect for members of the clearinghouse who are obligated to clear and settle the SBNY transactions resulting from option exercise and NSCC (National Securities Clearing Corp) is essentially informing the members that they need to settle these bilaterally between themselves. Note that the existence of a trading halt does not necessarily prevent brokers from transferring securities to make delivery nor does it prevent borrowing of shares to support a short position. As it currently stands, the price of the stock when halted will be used as the basis for determining the loan amount for any borrow. You should also understand that if you maintain a short position in a halted security, you may not be able to extinguish that short until the stock resumes trading, which could encompass an extended period over which you would be subject to stock borrow costs. You can monitor the borrow rate by selecting the "Analytical Tools" and then "SLB Rates" menu links from the TWS." TDLR: They will allow you to exercise and hold short, but at the broker nominated margin which last checked was 100% for SBNY at the halted price which was $70. So to exercise one put option there would be requirement of $7000 margin.
If you don't already have a position in the oil stocks than yeah DCA in. I would focus on the gasoline refiners, oil pipelines, and oil service equipment stocks over Exxon and Chevron. My holdings are $PSX, $HAL, and $KMI. Gasoline/Diesel is influenced but trades at a different price than Crude Oil. The same with the oil pipelines that usually get paid on volume of oil delivered/ transported. Than you have $HAL and $SLB which are the most volatile of the bunch. Think of them as the tech stocks of Crude Oil.
Cramer about to be like “SLB is fineeeeee don’t go pulling your money out”
Damn, I was balls deep in SLB calls 😔
>OILFIELD SERVICE FIRM SLB EXPECTS HIGHER OIL PRICES NEXT YEAR AMID A SHORTFALL IN SUPPLIES -CEO OLIVIER LE PEUCH \>SLB'S LE PEUCH IN CNBC INTERVIEW SAYS ANTICIPATES MODERATE GROWTH THIS YEAR ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-03-06 ^08:49:36 ^EST-0500