$Oklo Inc(OKLO.US$Oklo to Start Building First Small Modular Reactors in 2027 | OilPrice.com interesting development trajectory. Long shot, long term hold. Smaller capex of 70mil for a smaller 15MW plant, greater distribution benefit. Touts a LCOE between 80~130/MWh. A bit high in comparison, averages a high 101.84 down to 28.18( i'm no expert, may be inaccurate interpretation):
iea.org/data-an...
What Is the Levelized Cost of Energy (LCOE)? | IBM a take on LCOE;
lazard.com/medi... more LCOE ...
iea.org/data-an...
What Is the Levelized Cost of Energy (LCOE)? | IBM a take on LCOE;
lazard.com/medi... more LCOE ...
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$Flex Ltd(FLEX.US$ Ticker back to levels when this article appeared in May'24 When Should You Buy Flex Ltd. (NASDAQ:FLEX)?
Bottoming formation on the daily and weekly. Bit worying was the insider selling, although not high volume. As ticker wades into earning due 24th Jul'24, might be a nice pickup level to aim for 34.12 and over to the SWS intrinsic valuation of 39.73
Bottoming formation on the daily and weekly. Bit worying was the insider selling, although not high volume. As ticker wades into earning due 24th Jul'24, might be a nice pickup level to aim for 34.12 and over to the SWS intrinsic valuation of 39.73
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/101625629/20240714/2612c527479b2921c662bbefab514be9.jpg/thumb?area=104&is_public=true)
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/101625629/20240714/f2c8226ef71805419042b45e52d31c86.jpg/thumb?area=104&is_public=true)
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$SoFi Technologies(SOFI.US$ bottoming on low volume? A ride up to 10.61 and perhaps 11.70 sometime soon.
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$Futu Holdings Ltd(FUTU.US$ nice gap up on the daily. Let's see if this move has legs to assault 81.00 level...
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$ProShares UltraShort Bloomberg Natural Gas(KOLD.US$
invezz.com/news...
Gas has also dropped below the important support level at $2.52, its lowest swing on May 31st while the Relative Strength Index (RSI) has turned south.
Therefore, the outlook for natural gas is bearish, with the next point to watch being at $2, which is about 18% below the current level. If this forecast is accurate, it then makes sense to invest in the ProShares UltraShort Natural Gas ETF (KOLD).
invezz.com/news...
Gas has also dropped below the important support level at $2.52, its lowest swing on May 31st while the Relative Strength Index (RSI) has turned south.
Therefore, the outlook for natural gas is bearish, with the next point to watch being at $2, which is about 18% below the current level. If this forecast is accurate, it then makes sense to invest in the ProShares UltraShort Natural Gas ETF (KOLD).
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$ST Engineering(S63.SG$
maybank-ke.com/...
STE is constructing its fourth data centre (DC) in Singapore with installed IT capacity of 7.5MW. The green, secure, AI-ready DC will boost STE’s DC footprint to > 30MW with a cumulative investment of SGD400m. The new DC will strengthen STE’s digital business offerings. With capex spread over three years, we view the development as augmenting group revenue while keeping enough cover for the dividend. We raise our FY25-26 estimates by 2-3% and our S...
maybank-ke.com/...
STE is constructing its fourth data centre (DC) in Singapore with installed IT capacity of 7.5MW. The green, secure, AI-ready DC will boost STE’s DC footprint to > 30MW with a cumulative investment of SGD400m. The new DC will strengthen STE’s digital business offerings. With capex spread over three years, we view the development as augmenting group revenue while keeping enough cover for the dividend. We raise our FY25-26 estimates by 2-3% and our S...
$Seatrium Ltd(5E2.SG$
uobkayhian.com/...
Seatrium has had a spate of positive announcements in the past few months, including the confirmation of its third €2b HVDC contract with TenneT and the LOI for BP’s Kaskida field. However, the announcement of a new investigation by the Singapore authorities into Operation Car Wash has capped its share price upside in the near term, in our view. Maintain BUY with target price lowered to S$2.35.
uobkayhian.com/...
Seatrium has had a spate of positive announcements in the past few months, including the confirmation of its third €2b HVDC contract with TenneT and the LOI for BP’s Kaskida field. However, the announcement of a new investigation by the Singapore authorities into Operation Car Wash has capped its share price upside in the near term, in our view. Maintain BUY with target price lowered to S$2.35.
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$Enterprise Products(EPD.US$
Mature company, great track record. Long term hold.
Amazing investor deck, especially scroll later part for charts summarizing energy use/generation dynamics:
enterpriseprodu...
Mature company, great track record. Long term hold.
Amazing investor deck, especially scroll later part for charts summarizing energy use/generation dynamics:
enterpriseprodu...