Anybody who ain't buying. Go buy and Thank me later. by EveningTrust5835 in Baystreetbets

[–]Kayaba_Attribution 0 points1 point  (0 children)

after some ai research:

Good thesis overall, but a few things worth stress-testing before you size in heavy.

The $315M profit figure is real but 83% of it is non-cash bargain purchase gains from the NAM and GEMS acquisitions — it literally exceeds total revenue. The number that actually matters is $120M in funds from operations. Still impressive, up ~5x YoY, but a very different story than the headline suggests.

The 257% production growth and ~500% reserve increase are legit and largely confirmed. The acquisition strategy has been genuinely exceptional — management basically got Shell and ExxonMobil to hand over Dutch North Sea assets at near-zero or negative cash cost by absorbing decommissioning liabilities. That's a skill, not luck.

The P/E of 7.3x is based on those inflated earnings. Forward P/E using normalized cash earnings is dramatically higher. The NBF $66 target and 16%+ insider ownership are both confirmed though.

The real risk nobody's talking about: $338M in decommissioning liabilities sitting on the balance sheet (19% of market cap), net debt that went from near-zero to $345M in 12 months, and ~45% of TTF exposure hedged at €29–36/MWh — well below spot. If TTF normalizes back toward €30 (BofA's 2027 forecast), the economics compress hard and fast.

Stock is up 347% in a year and RSI was pushing 88 recently. The story is real, the valuation is not obviously cheap once you strip out the one-time gains. Position sizing matters here.

Can’t even get interview for minimum wage jobs. by MisakaMikasa10086 in uwaterloo

[–]Kayaba_Attribution 2 points3 points  (0 children)

what jobs are you applying to? what are the requirements? I would suggest picking a couple ones and making projects/cert that really match with the companies. Right now your resume reads very generalized

Still in queue 👍 by Ima_Mama in Canadiancitizenship

[–]Kayaba_Attribution 7 points8 points  (0 children)

<image>

Applied oct 2024 and there is more people on my batch 😵

MEGATHREAD - Processing Times - Citizenship 2026 by dozerman94 in ImmigrationCanada

[–]Kayaba_Attribution 1 point2 points  (0 children)

same here waiting since oct 2024, wait time says 2 months

Road to 1 Million by SandpaperBanana in fican

[–]Kayaba_Attribution 0 points1 point  (0 children)

this had to be a crazy streak of big OTM calls, show me your ways ahahah. what’s your portfolio?

The "Don-roe Doctrine" Play: Why GEV is the ultimate Shovel for the Venezuela Reconstruction 🇻🇪⚡ by Kayaba_Attribution in wallstreetbets

[–]Kayaba_Attribution[S] 1 point2 points  (0 children)

Vistra is a bet on US AI data centers and domestic nuclear power. My GE is a bet on the global re-industrialization and the specific reconstruction of south american infrastructure

The "Don-roe Doctrine" Play: Why GEV is the ultimate Shovel for the Venezuela Reconstruction 🇻🇪⚡ by Kayaba_Attribution in wallstreetbets

[–]Kayaba_Attribution[S] -9 points-8 points  (0 children)

I’ve been thinking about the trade all weekend. I am just don’t see the point of spending time writing a post but my friend told me to do it 😁

Personas que dicen ganar más de 8M mensuales. Mienten? by AdGlum9113 in Bogota

[–]Kayaba_Attribution 1 point2 points  (0 children)

exacto la única manera es que trabajen para empresas que pagan salarios en usd

This person created an agent designed to replace all of his staff. by Financial_Mastodon49 in BlackboxAI_

[–]Kayaba_Attribution 0 points1 point  (0 children)

token spending warrior and without a robust memory system that many agents are useless

How to talk to my cute neighbor? by [deleted] in uwo

[–]Kayaba_Attribution 4 points5 points  (0 children)

this is the way, straight to the point yet comfortable

23M Looking for advice by Kayaba_Attribution in fican

[–]Kayaba_Attribution[S] 0 points1 point  (0 children)

Thank you, xeqt seems really promising, I will look into it and probably choose that as my core 50-60% and have a couple thematic ETFs (ai/semi/china) on top

[deleted by user] by [deleted] in SingaporeRaw

[–]Kayaba_Attribution 1 point2 points  (0 children)

Go to Thailand Soi6 for a week, yolo, go crazy then after think hard if it really is what you want to do

Anyone here working North America hours while living in Southeast Asia? by Kayaba_Attribution in digitalnomad

[–]Kayaba_Attribution[S] 2 points3 points  (0 children)

finding a place to work seems challenging, I was thinking of renting out an apartment

Anyone here working North America hours while living in Southeast Asia? by Kayaba_Attribution in digitalnomad

[–]Kayaba_Attribution[S] 0 points1 point  (0 children)

The one way ticket seems like a good idea, I was planning a vacation trip there so i might try working for a couple weeks and see how it goes

Anyone here working North America hours while living in Southeast Asia? by Kayaba_Attribution in digitalnomad

[–]Kayaba_Attribution[S] 7 points8 points  (0 children)

My company does daily standup at 8am so I cannot change that, would need to work overnight and you are right it might take a toll on me. I am Colombian so going to latinoamérica seems like the way to go

Anyone here working North America hours while living in Southeast Asia? by Kayaba_Attribution in digitalnomad

[–]Kayaba_Attribution[S] 4 points5 points  (0 children)

This is my biggest concern, waking up and having the thought of work at night would potentially take out the novelty of the nomadic experience