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Cryptical Envelopment said:
FIFY:

BRPHF up 18% right now and 54% last five days.

Pete Carroll Nfl GIF by Seattle Seahawks


Disclaimer: I own a metric ****ton of BRPHF :)
Click to expand...
Well okayed
TheEye said:
Hey @Cryptical Envelopment , will NLY continue to pay that 12% dividend or will they claim they can’t afford it anymore?
Click to expand...
Historically they are around 10% I believe. Should cut it soon.
 
GladeCane said:
As they say, "it's already baked in." Even with higher rates were still going to be at historically low levels and that's good for corporations.
Click to expand...
Interest rates have been artificially low since the Great Recession. Just like gas, we’re spoiled..
Luckily the economy is strong.
 
mr.h said:
Interest rates have been artificially low since the Great Recession. Just like gas, we’re spoiled..
Luckily the economy is strong.
Click to expand...
One could also argue they were too low before the Great Recession and helped contribute to it.
 
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Bird4um said:
Historically (NLY) are around 10% I believe. Should cut it soon.
Click to expand...

The DIV is $.22 a quarter ($.88 a year). Has been since they dropped it from $.25 during the Covid drop. The yield you receive is based on the price you buy it at. Which is why I was all over it in the $6.50-$7.25 range. 12-13%+ yield + potential cap gain. I don't see another drop coming even with the lower earnings.

www.dividendinvestor.com

NLY Dividend Announcement $0.2200/Share 3/17/2022

NYSE:NLY Annaly Capital Management Inc Dividend Announcement $0.2200 per share on March 17, 2022
www.dividendinvestor.com www.dividendinvestor.com
 
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The annual meeting was today, should see some transcripts soon. In the meantime, fluff article below. ​

​

Desert Mountain Energy: A Way To Play The Worldwide Helium And Neon Crisis​

Mar. 23, 2022 12:54 PM ETDesert Mountain Energy Corp. (DMEHF)ARG, OGZPY, TSM16 Comments11 Likes

Summary​

  • The Federal Helium Reserve is set to shut down come Sept 2022 but the plant is currently non-operational.
  • Supply restrictions in the USA paired with sanctions on Russia might prove to propel helium prices northward.
  • Due to the Ukraine situation Neon is being heavily impacted.
  • A production plant and several wells are planned. These catalysts might excite the masses.
  • Insiders are buying Desert Mountain Energy.

Helium as Element 2 of the Periodic Table 3D illustration on blue background

remotevfx/iStock via Getty Images

I'm going to make the premise of this article really easy in four points.
First, the world is experiencing a helium shortage and Desert Mountain Energy (OTCQX:DMEHF) might be the ticket to play this looming crisis.
Second, A large percent of the worlds neon production just stopped via the Ukraine-Russia war. Some sources place this at 50% of worldwide neon production, while others peg it at 90% (if looking at semiconductor grade neon). Guess who found neon gas in wells. Answer: Desert Mountain Energy.

Third, DME recently discovered hydrogen.
Fourth, insider purchases can be a key event to watch and DME insiders are getting rather frisky in executing options, warrants, and even buying stock in the open market. We will cover this in detail in the article.

Helium Shortage Explained - Feds Shutting Down Helium Reserve​

Helium is going through an abrupt and intense shortage and prices are skyrocketing. The CGA (Compressed Gas Association) does a splendid job of bringing the situation to light via:
"U.S. helium supply has recently tightened due to ongoing failures at the country's primary production facility in Amarillo, Texas. This shortage has been worsened by foreign supply woes. An explosion at a new Russian helium production facility - one of the world's largest - will delay production at that site well into 2022, and its future ability to ease global supply concerns has been further complicated by Russia's incursion into Ukraine.
As a result, key businesses in the United States that rely on helium - including semiconductor manufacturers and operators of magnetic resonance imaging (MRI) machines - are beginning to feel the impact of the shortage." - CGA
Do note that the Federal Helium Reserve according to the CGA link has been shut down for over six months as of February 24, 2022. Just how important is the National Helium Reserve? According to the October 2020 Gasworld.com article:
"The BLM's crude helium plant supplies approximately 27% of the US helium demand, and approximately 16% of the world's helium demand."
Those are some rather large figures for one facility that has been shut down for some time and continues to be shut down; with closure slated for September. This bodes well for a continued rise in helium prices. With DME's production facility estimated operation in late summer to fall this could have quite the positive impact on the company.

Russian Helium Ambitions​

Realize that Russia is not a major player in helium at this moment, but they do have a presence and helium is currently in short supply. Do note they have a rather large helium project in the works that has suffered a series of explosions and fires. Once repaired and barring further mysterious explosions, Russia could become a major player in the helium market.

Helium production by country 2020

Helium production by country 2020 (Statista)

Some sources think Russia could become a big player in Helium, per Gazprom (OTCPK:OGZPY)
"After ramping up to full production in the middle of this decade, Russia expects to produce 25 to 30 percent of all helium used worldwide.
It will do so without breaking a sweat, so vast are its reserves, analysts say. In fact, Gazprom has the ability to reserve extracted helium in Siberia by injecting it back into the natural gas fields - essentially taking its helium off the market - which is one reason for concerns about price manipulation in the future." - Gazprom
Granted, besides the sanctions, Gazprom did have a fire at its Amur natural gas processing facility on October 8th and a follow up fire/explosion on January 5th. Estimates are this plant will not return online for at least six months to a year at the earliest, with "plentiful supply" pushed out to 2023. I suppose it is plentiful if you are China and doing business with Russia. On other hand sanctions might be lifted by the time Gazprom repairs the plant.

Then again how far might sanctions push repairs out if you are unable to get key parts? It is anyone's guess, but I would not bet on Russian helium coming online for some time.

Neon Shortage - A Wild Card​

Ukraine produces quite a bit of neon. Figures range quite a bit from 50% of world neon production all the way to 90% (used in gas-phase lasers). Various sources say this will impact semiconductor production.
Techcet CEO Lita Shon-Roy said if the conflict escalates and if the U.S. imposes more sanctions on Russia, then Russia could retaliate by withholding critical materials needed for U.S. chip production. "Because the conflict may impede exports from Ukraine, neon supply would be immediately impacted," - Shon-Roy
Click to expand...
TSMC (TSM) has stated they have a backup stock of neon but how long can that last if this continues for some time? Can Airgas Inc (ARG) somehow adapt? I doubt it. The point is we have a wild card if DME decides to expand into neon production, as neon was discovered in various wells they dug. Frankly I like the idea of it as it would diversify revenue streams so the company would not be solely dependent upon helium be it Helium-3 or Helium-4. Granted this would incur additional costs for the production plant that is being built out. A good primer on Neon can be found via this video.

Hydrogen Explored​

Concerning Hydrogen, it appears the company is just going to leave it in the ground for the moment. I suspect the rather obvious focus is on helium. However, this might be a future potential revenue stream and a source for "free" energy for the company moving forward. If anything, the logo change from a sun to a pilot light (aka a flame) might be a long-term indicator of an alternative revenue stream given that helium is inert while hydrogen is not. Observe the old vs new logo. Do note that helium is not flammable while hydrogen is.
Old logo

DME Old Logo

DME Old Logo (Desert Mountain Energy Website)

A Possible new logo

DME New Logo

DME New Logo (Sedar (Annual Meeting Form))


Consider it something to keep an eye on.

Future Helium Catalysts​

A picture is worth a thousand words. Per the DME IR slide deck:

DME Timeline

DME Timeline (Desert Mountain Energy)

As we can see offset well #5, #6, and #7 have been completed. It is interesting to note the "End user contracts announced" graphic on the top left. Makes you wonder who is going to start securing helium supply soon.
After this we can see the Helium production facility starting construction and hopefully wrapping up by July-August. Personally, I think Murphy's Law will prevail and this will slip a few months, but that is not a large issue. Once DME proves it has a revenue producing operation that will change the entire dynamic of the stock and frankly it will attract institutional investors. With all the above news of new wells, new discoveries, and various news events causing a helium shortage, insiders at the company are taking notice.

Insiders Are Buying Desert Mountain Energy Stock​

When stocks are cheap and insiders are buying, I sit up, take notice, and point like Rick Dalton. Take for example retired Judge and recent addition to DME's Board of Directors Weldon Stout. This gentleman has been on a buying spree as of late in the open market.

DME insider purchases
DME insider purchases (Ceo.ca)


Of course, he is not the only one buying DME stock. CEO Robert Rohlfing has been busy as well via warrants and option executions. We can see he spent $216,000 using his warrants and $126,000 exercising options.

CEO buys stock
CEO buys stock (Ceo.ca)

Also. per the Annual Meeting forms we can see that Robert Rohlfing now owns over four million shares. This represents 4.8% of the stock.

CEO ownership of Desert Mountain Energy stock
CEO ownership of Desert Mountain Energy stock (Sedar)

Conclusion​

With the National Helium Reserve shutting down and Russia helium failing to come online we are seeing the helium shortage continue. Neon might be a wild card for Desert Mountain Energy given the situation in Ukraine.

Insiders exercising options, warrants, and buying stock (in the open market) is a very positive sign. The next hurdle will be waiting for the production plant to come online in late summer to fall. Of course, it will require a period to ramp up production, but we should see revenue by January if not before. Hence Desert Mountain Energy might be a good speculative addition to your portfolio if one is patient.
 
Cryptical Envelopment said:
Were you expecting news today?
Click to expand...
No. They should have an earnings call next week and are forecast to have first positive EPS.

The vans should start delivery in a month or so.

This was the first red day for MULN in over a week. Market manipulators out in full force and only dropped it 6% on a bad market day with low volume.

A lot of short positions are due tomorrow and Friday. Shall see what happens.

A stock like this is always a gamble...but this looks long term like one of the better gambles to make.
 
CFLCane said:
Heres some good info on Zim. I dont really have an educated opinion on it i havent done a full DD. I do use their services at work though

jonahlupton.substack.com

Webcast recording for $ZIM (Zim Shipping)

Last night I did a 30+ minute webcast on $ZIM (Zim Shipping) then spent another 10 minutes chatting about $LC $OLPX $CRWD $DLO which will be my next 4 webcasts. https://us06web.zoom.us/rec/share/_dJEGF_viJRs_HbBU5zZaZLwkAIortTcTIxO-IN7EWIvoMs7n4szHKD5jVQFA7f4.BGfSwK5PBPNziZ96
jonahlupton.substack.com jonahlupton.substack.com
Click to expand...

From 55$ to 92$ in 2 months, just had a nice pullback to 76$ immediately after paying a 17$ per share dividend. Still the lowest P/E compared to it's competition. Worth stalking to find a value entry point.
 
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www.wsj.com

The Odds Don’t Favor the Fed’s Soft Landing

Inflation is higher, the labor market tighter and real rates more negative than in past periods when the Federal Reserve raised interest rates without causing a recession.
www.wsj.com www.wsj.com

I hope you guys are right for your own sakes, but the odds of a recession are very high, and the odds of stagflation are too high for comfort.
 

BlackRock’s Larry Fink Says Ukraine War Will End Globalization​

BlackRock’s Larry Fink warned the Russia-Ukraine war has put an end to globalization and could accelerate the use of digital currencies, in his annual chairman’s letter to shareholders.

  • “Russia’s aggression in Ukraine and its subsequent decoupling from the global economy is going to prompt companies and governments worldwide to re-evaluate their dependencies and re-analyze their manufacturing and assembly footprints – something that Covid had already spurred many to start doing,” Fink said.
  • The conflict could also have implications for digital currencies as a means of enhancing international transactions, Fink added. “The war will prompt countries to re-evaluate their currency dependencies.”
  • Fink said BlackRock has been studying digital currencies, stablecoins and the underlying technologies and added: “A global digital payment system, thoughtfully designed, can enhance the settlement of international transactions while reducing the risk of money laundering and corruption.”
What’s Next: Fink has articulated what many were already thinking. And he ends predicting the magnitude of Russia’s actions will play out for decades to come and mark a turning point in the world order of geopolitics, macro-economic trends, and capital markets.
 
CFLCane said:

The annual meeting was today, should see some transcripts soon. In the meantime, fluff article below. ​

​

Desert Mountain Energy: A Way To Play The Worldwide Helium And Neon Crisis​

Mar. 23, 2022 12:54 PM ETDesert Mountain Energy Corp. (DMEHF)ARG, OGZPY, TSM16 Comments11 Likes

Summary​

  • The Federal Helium Reserve is set to shut down come Sept 2022 but the plant is currently non-operational.
  • Supply restrictions in the USA paired with sanctions on Russia might prove to propel helium prices northward.
  • Due to the Ukraine situation Neon is being heavily impacted.
  • A production plant and several wells are planned. These catalysts might excite the masses.
  • Insiders are buying Desert Mountain Energy.

Helium as Element 2 of the Periodic Table 3D illustration on blue background

remotevfx/iStock via Getty Images

I'm going to make the premise of this article really easy in four points.
First, the world is experiencing a helium shortage and Desert Mountain Energy (OTCQX:DMEHF) might be the ticket to play this looming crisis.
Second, A large percent of the worlds neon production just stopped via the Ukraine-Russia war. Some sources place this at 50% of worldwide neon production, while others peg it at 90% (if looking at semiconductor grade neon). Guess who found neon gas in wells. Answer: Desert Mountain Energy.

Third, DME recently discovered hydrogen.
Fourth, insider purchases can be a key event to watch and DME insiders are getting rather frisky in executing options, warrants, and even buying stock in the open market. We will cover this in detail in the article.

Helium Shortage Explained - Feds Shutting Down Helium Reserve​

Helium is going through an abrupt and intense shortage and prices are skyrocketing. The CGA (Compressed Gas Association) does a splendid job of bringing the situation to light via:
"U.S. helium supply has recently tightened due to ongoing failures at the country's primary production facility in Amarillo, Texas. This shortage has been worsened by foreign supply woes. An explosion at a new Russian helium production facility - one of the world's largest - will delay production at that site well into 2022, and its future ability to ease global supply concerns has been further complicated by Russia's incursion into Ukraine.
As a result, key businesses in the United States that rely on helium - including semiconductor manufacturers and operators of magnetic resonance imaging (MRI) machines - are beginning to feel the impact of the shortage." - CGA
Do note that the Federal Helium Reserve according to the CGA link has been shut down for over six months as of February 24, 2022. Just how important is the National Helium Reserve? According to the October 2020 Gasworld.com article:
"The BLM's crude helium plant supplies approximately 27% of the US helium demand, and approximately 16% of the world's helium demand."
Those are some rather large figures for one facility that has been shut down for some time and continues to be shut down; with closure slated for September. This bodes well for a continued rise in helium prices. With DME's production facility estimated operation in late summer to fall this could have quite the positive impact on the company.

Russian Helium Ambitions​

Realize that Russia is not a major player in helium at this moment, but they do have a presence and helium is currently in short supply. Do note they have a rather large helium project in the works that has suffered a series of explosions and fires. Once repaired and barring further mysterious explosions, Russia could become a major player in the helium market.

Helium production by country 2020

Helium production by country 2020 (Statista)

Some sources think Russia could become a big player in Helium, per Gazprom (OTCPK:OGZPY)
"After ramping up to full production in the middle of this decade, Russia expects to produce 25 to 30 percent of all helium used worldwide.
It will do so without breaking a sweat, so vast are its reserves, analysts say. In fact, Gazprom has the ability to reserve extracted helium in Siberia by injecting it back into the natural gas fields - essentially taking its helium off the market - which is one reason for concerns about price manipulation in the future." - Gazprom
Granted, besides the sanctions, Gazprom did have a fire at its Amur natural gas processing facility on October 8th and a follow up fire/explosion on January 5th. Estimates are this plant will not return online for at least six months to a year at the earliest, with "plentiful supply" pushed out to 2023. I suppose it is plentiful if you are China and doing business with Russia. On other hand sanctions might be lifted by the time Gazprom repairs the plant.

Then again how far might sanctions push repairs out if you are unable to get key parts? It is anyone's guess, but I would not bet on Russian helium coming online for some time.

Neon Shortage - A Wild Card​

Ukraine produces quite a bit of neon. Figures range quite a bit from 50% of world neon production all the way to 90% (used in gas-phase lasers). Various sources say this will impact semiconductor production.
TSMC (TSM) has stated they have a backup stock of neon but how long can that last if this continues for some time? Can Airgas Inc (ARG) somehow adapt? I doubt it. The point is we have a wild card if DME decides to expand into neon production, as neon was discovered in various wells they dug. Frankly I like the idea of it as it would diversify revenue streams so the company would not be solely dependent upon helium be it Helium-3 or Helium-4. Granted this would incur additional costs for the production plant that is being built out. A good primer on Neon can be found via this video.

Hydrogen Explored​

Concerning Hydrogen, it appears the company is just going to leave it in the ground for the moment. I suspect the rather obvious focus is on helium. However, this might be a future potential revenue stream and a source for "free" energy for the company moving forward. If anything, the logo change from a sun to a pilot light (aka a flame) might be a long-term indicator of an alternative revenue stream given that helium is inert while hydrogen is not. Observe the old vs new logo. Do note that helium is not flammable while hydrogen is.
Old logo

DME Old Logo

DME Old Logo (Desert Mountain Energy Website)

A Possible new logo

DME New Logo

DME New Logo (Sedar (Annual Meeting Form))


Consider it something to keep an eye on.

Future Helium Catalysts​

A picture is worth a thousand words. Per the DME IR slide deck:

DME Timeline

DME Timeline (Desert Mountain Energy)

As we can see offset well #5, #6, and #7 have been completed. It is interesting to note the "End user contracts announced" graphic on the top left. Makes you wonder who is going to start securing helium supply soon.
After this we can see the Helium production facility starting construction and hopefully wrapping up by July-August. Personally, I think Murphy's Law will prevail and this will slip a few months, but that is not a large issue. Once DME proves it has a revenue producing operation that will change the entire dynamic of the stock and frankly it will attract institutional investors. With all the above news of new wells, new discoveries, and various news events causing a helium shortage, insiders at the company are taking notice.

Insiders Are Buying Desert Mountain Energy Stock​

When stocks are cheap and insiders are buying, I sit up, take notice, and point like Rick Dalton. Take for example retired Judge and recent addition to DME's Board of Directors Weldon Stout. This gentleman has been on a buying spree as of late in the open market.

DME insider purchases
DME insider purchases (Ceo.ca)


Of course, he is not the only one buying DME stock. CEO Robert Rohlfing has been busy as well via warrants and option executions. We can see he spent $216,000 using his warrants and $126,000 exercising options.

CEO buys stock
CEO buys stock (Ceo.ca)

Also. per the Annual Meeting forms we can see that Robert Rohlfing now owns over four million shares. This represents 4.8% of the stock.

CEO ownership of Desert Mountain Energy stock
CEO ownership of Desert Mountain Energy stock (Sedar)

Conclusion​

With the National Helium Reserve shutting down and Russia helium failing to come online we are seeing the helium shortage continue. Neon might be a wild card for Desert Mountain Energy given the situation in Ukraine.

Insiders exercising options, warrants, and buying stock (in the open market) is a very positive sign. The next hurdle will be waiting for the production plant to come online in late summer to fall. Of course, it will require a period to ramp up production, but we should see revenue by January if not before. Hence Desert Mountain Energy might be a good speculative addition to your portfolio if one is patient.
Click to expand...

OH @CFLCane, come out to plaaaaaayaaaaaa!

Warriors Bottles GIF


DME up 25% today. I'm back in the green... actually up 24%~. LFG.

And Galaxy up another 8%+ today, lol... closes over $19. VFF up 6.5%. AGEN up 4%. What a week. Let's Finnish strong, like Bottas would.
 
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More good news. DME won their court battle with city of Flagstaff over well#3 and the injunction is lifted. We are now 7/7 on drills , 3 of which we have assay data on % and flow rate. The other 4 wells (#5/#6/#7 recently drilled, + #3 off injunction) will have assay data coming in the next few weeks.


ceo.ca

ARIZONA APPELLATE COURT RULES UNANIMOUSLY IN FAVOR OF DESERT MOUNTAIN ENERGY CORP., VACATES SUPERIOR COURT ORDER, by @newswire

VANCOUVER, BC, March 25, 2022 /CNW/ - DESERT MOUNTAIN ENERGY CORP. (the "Company") (TSXV: DME) (U.S. OTC: DMEHF) (Frankfurt: QM01) From the President of the Company.
ceo.ca ceo.ca
 
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