exothermic

3 ms·

1.
by exothermic 6y ago
I come from that side (analyst) and am more of an enthusiast on the technical side- so I have always watched Kpler and some of the other newcomers with a lot of interest as you seem to be pushing the envelope compared with a lot of the more
2.
by exothermic 6y ago
It is becoming a rather crowded space the last few years [1] [2] [3] [1]: https://www.kpler.com/ [2]: https://www.spinergie.com/ [3]: https://www.refinitiv.com/en/products/eikon-tr
3.
by exothermic 6y ago
Floating storage levels for crude are already double what they were a week ago [0] [0] https://uk.reuters.com/article/us-global-oil-tankers-storage...
4.
by exothermic 7y ago
"Our baseline forecast does not see GDP reverting to its pre-virus levels until late 2021 in the US and Europe." [0] [0] https://www.fitchratings.com/research/sovereigns/deep-global...
5.
by exothermic 7y ago
And yet, their operating margin before any growth spend (or G&A) is a meager 20%. I suppose this has to do with relatively low average occupancy rates? I wasn't able to find occupancy rates on their existing locations in the S-1.
6.
by exothermic 7y ago
I think it was actually true- I am signed in to two workspaces -- one paid plan and one free -- and only the latter has been unavailable so far.
7.
by exothermic 7y ago
You are right- I am thinking of the typical royalties paid to private land owners onshore (either 1/8th or 1/4th). Offshore federal royalties are typically ~12.5-18.5% [1] [1] https://www.boem.gov/note07062017&#x2F
8.
by exothermic 8y ago
Land acquisition costs are very low in the US (this is done through a competitive bidding process when new tracts are offered). Royalties to the government are in the 20-30% range on a revenue basis, plus standard CIT. This is for new land