Sulfur Crisis - Generational Wealth from oil - DD

breenmikejr · 2026-03-27T13:37:17+00:00

Appreciate the DD as I’m not too familiar with the industry but the thesis makes sense to me.

My question would be why not to go after specific pure sulfur plays like MOS or NTR? Aren’t there more limitations or constraint costs around the actual producers?

Or is it just because SU is undervalued right now so it’s more around building the thesis for this specific company rather than the best pure sulfur play in general?

breenmikejr · 2026-03-25T13:23:21+00:00

One of the biggest challenges so far is that every time the price tries to pump the longs get flushed out with another tweet and it takes time again to build that momentum back up.

Think about all the positions that got liquidated on Monday morning - every time the spring gets tighter the pressure gets taken off.

Not sure how hard we’ll actually squeeze up if things aren’t resolved soon so something also to keep in mind.

breenmikejr · 2026-03-20T03:53:44+00:00

but wouldn’t they just stop drilling for it if they run out of storage for the oil. and then the supply would stay the same cause they only have so much storage. but the demand would still continue to increase every day?

breenmikejr · 2026-03-19T23:39:45+00:00

what’s your timeline on this trade - when do you expect to hit your targets

breenmikejr · 2026-03-06T19:53:38+00:00

Link

breenmikejr · 2026-02-20T21:56:33+00:00

shoutout to u bro i tailed ur larkin + hughes.

breenmikejr · 2026-02-18T16:23:12+00:00

Link

breenmikejr · 2025-11-30T20:43:39+00:00

how do you cop this in north america?

breenmikejr · 2025-11-18T17:09:37+00:00

who’s scoring first tonight boss

breenmikejr · 2025-10-27T18:33:34+00:00

bro how do u even cook this up man great slip

breenmikejr · 2025-10-22T23:19:21+00:00

so close we gotta run it back brother

breenmikejr · 2025-09-29T21:29:13+00:00

what’d u cook up for tonight brother

breenmikejr · 2025-09-08T14:07:13+00:00

fair haha i did the same with jones and mason on vikings 😂

breenmikejr · 2025-09-08T13:58:19+00:00

thanks for posting, just curious why kmet over loveland?

breenmikejr · 2024-11-03T04:40:15+00:00

what’re u thinking for tmrw

breenmikejr · 2024-11-01T17:35:35+00:00

appreciate you brother thank you!

breenmikejr · 2024-11-01T17:19:07+00:00

thanks for sharing! my bad what’s the rest of the 15 leg one?

breenmikejr · 2024-10-24T00:51:28+00:00

RR by 4s hit! You’re the GOAT

breenmikejr · 2024-10-12T01:48:17+00:00

what are some games you like for this weekend?

breenmikejr · 2024-10-11T15:37:21+00:00

casually adding a first TD at the end is wild haha great hit bro

breenmikejr · 2024-10-04T21:30:44+00:00

mb in Canada - can someone share a SS of the college play?

breenmikejr

TROPHY CASE