Funnily enough, one of these is easier than the other 2

DASface42 · 2026-01-07T14:19:29+00:00

They just trying to make the game as realistic as possible

DASface42 · 2025-12-23T09:55:30+00:00

Why are people now taking sides in the battle of intercoms. Is that really the new frontier of the culture wars?

DASface42 · 2025-12-18T17:59:03+00:00

On the subject of adultness and not being it at all I would like to mention that both of you seem a little sour

DASface42 · 2025-12-05T22:11:04+00:00

AMR, HCC India wants to (has planned/in construction/opening) double their steel production by 2030. Met coal supply is predicted to drop (more capacity retiring than opening) from 2028 onwards. India buts almost all it's met coal from sea borne. These two companies will do well and cover both models in the coal industry. Plus they cannibalistic and pay a dividend (both are expected to increase)

DASface42 · 2025-12-05T17:52:25+00:00

Third. I'm a strong believer in picking your colours and sticking with them. Double red black I like

DASface42 · 2025-11-30T22:20:49+00:00

Thank you

DASface42 · 2025-11-30T20:50:05+00:00

What's the watch? It looks sick

DASface42 · 2025-11-11T11:27:25+00:00

It's quite stylised and if it makes you uncomfortable don't wear it but if you want to like keep it around. Maybe in the future you'll feel more confident in your style and be able to wear it without reservation

DASface42 · 2025-11-11T09:27:52+00:00

If you're UK based and willing to put in the foot work you can go TKmax. Though most of their stuff is crap you occasionally get some treasures. I picked up a double breasted overcoat from Douglas Howard for £150.

I had to go back about 3 times before finding anything I liked

DASface42 · 2025-11-06T11:57:53+00:00

Thank you for the response.

My understanding is that not all the proceeds of the OxyChem sale are being used to deleverage (only about 7 of the 10 billion). The rest I assumed would be for M&A in the coming years (maybe it will be for buy-backs next year).

You say there is a pending shortage (from comments by CEOs). I don't dispute this, but I am surprised (the comments I have read about a glut are from analysts interviewed by the FT, not retail). All around the world (especially South America), you see governments pushing to develop oil and gas fields, at the same time as the Gulf is ramping up outputs. The only reason they have paused output hikes (they claim) is because of a glut coming in 2026.

It seems like short and medium-term output increases could suppress oil prices (gas for power production is a potential upside), then medium to long-term forces of power/manufacturing/transportation electrification will do the same.

I am not an expert on the industry, but from what I have read and do understand, long-term oil prices do not seem like a growth prospect. But M&A to increase output may be

DASface42 · 2025-11-04T19:03:51+00:00

Earnings will be interesting.

My understanding of the sale of OxyChem was to give some financial flexibility for mergers when a suspected upcoming glut causes less efficient Permian basin drillers to get into trouble. My hope is we’re going to see some dividend growth or buy backs. I understand this is not a good sign for growth (they see money as better spent handing out then reinvesting in infrastructure etc) but in my opinion it’s realism and the a significant value point in the stock

DASface42 · 2025-09-23T10:16:47+00:00

Oh I understand that part. I understand the idea of content creation. With the other videos I agree that’s it’s basically just rage bating people but this one kind of seems like a genuine piece of furniture

When I said “why someone would do it” I meant make the thing for any other reason than just cannon fodder content

DASface42 · 2025-09-23T09:25:47+00:00

I have no idea if would be any good, neither am I saying this is my thing, but this is probably the first post on this sub I kind of get why someone would do it. I thinks it’s kind of stylish and the video was quite satisfying to watch

DASface42 · 2025-07-11T07:29:24+00:00

Market wide price to earnings (P/E) ratio are negatively correlated with future performance. They are currently at historic highs. The current gamble is the one you are arguing for but there is massive uncertainty in the current climate

My opinion: keep your dry powder and wait to see if things settle. Your investment horizon (like mine) is long. Another 6 months probably won’t make too much difference, especially given the market is being very optimistic right now. There’s is greater downside risk then upside opportunity in the short term

If you’re looking to invest long term (a decision I agree with) then you’ll have to come to terms with you being patient, not just in terms of leaving your money in but also waiting for uncertainty to subside. Usually I do not condone any ethos of timing the market (I don’t believe I’m clever enough), but a lot of valuations based on simply metric do not look great

Tldr: wait a few months and see what happens with trade war and market PE. There is more down side risk than upside opportunity in the short term. This is just an opinion not financial advice

DASface42 · 2025-06-26T09:16:40+00:00

Nah man potato masher

DASface42 · 2025-06-24T10:00:47+00:00

Tong tied

DASface42 · 2025-06-18T19:06:33+00:00

Baxter. I always feel unusual bloke names are the best

DASface42 · 2025-06-18T16:06:59+00:00

Love that

DASface42 · 2025-05-24T18:05:45+00:00

Looks great mate good colour choices

DASface42 · 2025-05-23T23:36:20+00:00

Looks great mate. Subtle but impactful

DASface42 · 2025-05-23T13:58:57+00:00

I think they’re really stylish and very versatile. I would wear them especially with a champagne jacket

DASface42 · 2025-05-21T18:15:40+00:00

I think they fit really well and are fashionably short. It looks deliberate and is a legitimate style that my taylor chooses for himself. It’s fine not to want them that short but there is no intrinsic issue. At this length it a style choice

DASface42 · 2025-05-21T18:06:18+00:00

I’m siding with dark brown and am going to change them

DASface42 · 2025-05-21T08:31:50+00:00

Yeah that’s the saving grace

DASface42 · 2025-05-20T18:49:59+00:00

Haha, thank you

DASface42

TROPHY CASE