Cov neeg sab hauv tau khaws cov khoom lag luam ntawm ob lub tuam txhab uas lawv qhov kev cia siab tau ci ntsa iab vim Russia tus ntxeem tau ntawm Ukraine.
Cov ntaub ntawv nrog Securities thiab Exchange Commission qhia kev yuav khoom loj los ntawm tib neeg lossis cov koom haum txuas nrog
Shares of Plains Txhua Tus Neeg Asmeskas, tus tswv lag luam txwv kev koom tes uas yog tswv thiab ua cov kav dej thiab lub zog hluav taws xob, tau mus caij tsheb qus xyoo no los teb rau kev ua tsov ua rog thiab lwm yam, suav nrog nce nqi roj, qhov hluav taws kub loj ntawm a Texas roj-export chaw, Thiab nce nqi ntshai. Kev sib koom ua kis las nce 8% txog tam sim no hauv 2022, tab sis lawv poob 14% hauv Lub Rau Hli ib leeg.
"Qhov kev hloov pauv yog qhov tsis txaus ntseeg," Plains All American CEO Willie Chiang hais nyob rau lub Xya hli ntuj 23 nyob rau ntawm JP Morgan Zog, Lub Hwj Chim & Lub Rooj Sib Tham Rov Ntxiv Tshiab. "Kuv tsis xav tias peb tau pom qhov xwm txheej phem tshaj plaws tsis tau vim tias kev rau txim rau Russia tsis tau raug ncaws tawm tag nrho. Kuv xav tias tib neeg tau kwv yees qhov tsis txaus ntseeg ntawm cov saw hlau xa khoom kom muaj peev xwm tau txais cov khoom lag luam Lavxias mus rau kev lag luam kawg. . Qhov tseem ceeb ntawm qhov ntawd yog ... lub Permian Basin yeej yuav yog qhov tseem ceeb heev hauv kev ua kom tau raws li qhov xav tau roj av hauv ntiaj teb. " Tom qab ntawd, Chiang ntxiv, "Peb loj hauv Permian."
Plains Txhua tus neeg Asmeskas yog qhov loj hauv Permian Basin, thaj tsam roj nplua nuj nyob hauv West Texas thiab sab hnub tuaj New Mexico. Hauv thawj peb lub hlis twg, lub tuam txhab tau hloov qhov nruab nrab 5.2 lab barrels roj ib hnub twg los ntawm Permian, suav txog li 73% ntawm nws tag nrho cov khoom siv roj av-pipeline.
Cov ntawv xov xwm sau npe
Lub Barron Hnub
Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.
Tib hnub uas Chiang tau hais lus hauv lub rooj sib tham, Plains All American tus thawj coj Kevin McCarthy them $ 2 lab rau 200,000 shares, tus nqi nruab nrab ntawm $ 9.81 txhua, raws li daim ntawv uas nws tau thov rau SEC. A tus lwm thawj coj ntawm lub tuam txhab kev nqis peev-tswj hwm Kayne Anderson Capital Advisors, McCarthy tsis teb rau qhov kev thov rau kev tawm tswv yim ntawm nws qhov kev yuav khoom.
Solar-project developer ReneSola (SOL) shares tau swb 22% xyoo rau hnub tim, txawm hais tias lawv tau nce zuj zus los ntawm qee lub sijhawm. Raymond James tus kws tshuaj ntsuam Pavel Molchanov tau ua upbeat ntawm shares nyob rau hauv Lub ib hlis ntuj, tab sis nws bullish thesis tseem tsis tau ua si.
A tsab ntawv tuaj rau cov tswv lub tuam txhab tau tshaj tawm Lub Rau Hli 7 tau sau tseg tias European Power Purchase Agreement (PPA) tus nqi rau hnub ci tau nce 27.5% los ntawm ib xyoo dhau los hauv thawj peb lub hlis twg. ReneSola tau sau hais tias "Qhov kev nce tseem ceeb ntawm PPA tus nqi no feem ntau yog los ntawm kev thov ncaj qha los ntawm kev tsis sib haum xeeb ntawm Ukraine thiab Russia ua rau cov nqi hluav taws xob thoob plaws Europe," ReneSola tau sau. "Tsis tas li ntawd, peb kuj tau pom qhov nce ntawm cov chaw muag khoom hluav taws xob yuav khoom muaj peev xwm ua tau raws li lawv tus kheej decarbonization thiab sustainability cov hom phiaj thiab muab hluav taws xob ntsuab rau lawv cov neeg siv khoom.
Tus nqi hluav taws xob siab dua tau txhawb nqa lub tuam txhab cov kav dej ntawm cov haujlwm hauv Europe, nws hais.
Shah Capital, ib contrarian peev tuam txhab, them $ 5.2 lab txij lub Rau Hli 13 txog rau Lub Rau Hli 29 rau tag nrho ntawm 1.1 lab shares, tus nqi nruab nrab ntawm $ 4.50 txhua. ReneSola Tus Thawj Saib Xyuas Nyiaj Txiag Ke Chen, uas ua haujlwm ntawm lub tuam txhab hnub ci lub rooj tsavxwm, kuj yog tus thawj coj ntawm Shah Capital.
Shah Capital tam sim no muaj 12.7 lab ReneSola shares thiab yog tus tswv thib peb loj tshaj plaws, raws li S&P Capital. Nws tsis teb rau qhov kev thov tawm tswv yim.
"Yog tias koj ntseeg tias cov hydrocarbons yuav nyob ib puag ncig ntev-thiab peb ua-cov roj av, tshwj xeeb, yuav nyob ib puag ncig ntau xyoo," Plains All American's Chiang ntawm lub rooj sib tham. "Txhua qhov kev xav thiab kev ntsuam xyuas ntawm kev xav tau roj av mus tom ntej-txawm tias qhov xwm txheej hnyav tshaj plaws-muaj roj crude yog ib feem ntawm nws." Nws hais ntxiv, "Peb tsis tau hloov kho peb cov kev taw qhia, tab sis peb yuav tom qab xyoo no."
Thaum Lub Rau Hli 8, Raymond James 'Molchanov tau sau hais tias, "ReneSola sawv tawm rau nws qhov tseem ceeb nyob sab Europe hneev taw - suav nrog 70% ntawm txoj haujlwm kav dej raws li 1Q22-ua rau nws yog ib txoj hauv kev ncaj qha tshaj plaws rau cov tub ua lag luam kom tau txais kev cuam tshuam rau Tebchaws Europe hloov pauv lub zog, txhawb nqa. los ntawm kev nyab xeeb txoj cai thiab qhov ceev ntawm lub zog ruaj ntseg. "
Nws kuj tau hais tias Russia qhov kev txiav tawm roj yuav rov qab los. "Qhov kev sim ntawm geopolitical blackmail yuav tsis ua haujlwm - yog tias muaj dab tsi, nws muaj qhov cuam tshuam tsis zoo - nrog lub hnub ci yog ib qho ntawm txoj kev uas cov no thiab lwm lub tebchaws nyob sab Europe yuav raug tshem tawm cov roj Lavxias." nws hais.
Molchanov rov hais dua qhov Kev Yuav Khoom Muaj Zog ntawm ReneSola shares nrog tus nqi $ 12.50 lub hom phiaj.
Sab hauv Scoop yog qhov Barron ib txwm muaj rau hauv cov lag luam pauv los ntawm cov tswv lag luam thiab cov tswv cuab hauv pawg thawj coj - uas yog cov neeg sab hauv - nrog rau cov tswv lag luam loj, cov nom tswv, thiab lwm cov neeg muaj npe. Vim tias lawv cov xwm txheej sab hauv, cov tub ua lag luam no yuav tsum tau nthuav tawm cov kev ua lag luam nrog Tshuag thiab Txauv Commission los yog lwm pab pawg.
Sau ntawv rau Ed Lin ntawm [email tiv thaiv] thiab ua raws li @BarronsEdLin.