$New York Community Bancorp (NYCB.US)$
Quoting a recent article from Barrons:
"NYCB had thought regulators would give the bank a year or so -- after its government-sanctioned purchase of Signature loans -- to build NYCB capital levels up to those of the biggest banks.
"But the regulator said 'No, we'd like it yesterday,'" Kahn says. "And when your regulator says 'Jump,' you ask, 'How high?'"
Quoting a recent article from Barrons:
"NYCB had thought regulators would give the bank a year or so -- after its government-sanctioned purchase of Signature loans -- to build NYCB capital levels up to those of the biggest banks.
"But the regulator said 'No, we'd like it yesterday,'" Kahn says. "And when your regulator says 'Jump,' you ask, 'How high?'"
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$New York Community Bancorp (NYCB.US)$
Management has shown incredible resolve around this challenging period for the bank and I expect them to contnue being reliable. In crisis management, showing updated financials ytd last night was a great beacon of quality. Then in the call this morning, allowing for the Executive team to respond to investor questions directly, in my opinion, greatly increased confidence in their path moving forward.
Despite needing to shore u...
Management has shown incredible resolve around this challenging period for the bank and I expect them to contnue being reliable. In crisis management, showing updated financials ytd last night was a great beacon of quality. Then in the call this morning, allowing for the Executive team to respond to investor questions directly, in my opinion, greatly increased confidence in their path moving forward.
Despite needing to shore u...
$New York Community Bancorp (NYCB.US)$ deposits up 2billion since december 31’st is great news. Lets see what else we can learn in the call.
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$Tellurian (TELL.US)$ The press today, in my opinion, is as bad as it gets. This means absolutely nobody was interested in buying the money pit that is Driftwood LNG.
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$Tesla (TSLA.US)$ getting out competed by chinese EV manufacturers like $BYD COMPANY (01211.HK)$, even Elon saying that without tariffs they would be “destroying them”. In an effort to remain competitive, TSLA has dropped their vehicle prices numerous times at the cost of a shrinking margin on per vehicle sales. This earnings was particularly worrying since it shows that even at a lower cost per vehicle, consumers are not buying at the same rate as befo...
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$Tellurian (TELL.US)$ has covenants on some previous debts that require them to maintain liquidity of atleast $50 million. This secured debt is collatoralized by the upstream assets of Tellurioan, the most integral part of their cash flow. Given they ended their last quarter with 59 million in the tank, and then proceeded to dilute with proceeds of roughly $30million, its not looking good. Realistically Tellurian should give up the idea of building ...
$Henry Hub Natural Gas Futures(JAN5) (NGmain.US)$ are cheaper than $Henry Hub Natural Gas FEB4 (NG2402.US)$by close to 20%. Suppliers will sell the current contract and buy the next for an easy profit. This should lead to short term spot depreciation if there is available storage for the forward month. This backwardation will also benefit $ProShares Ultra Bloomberg Natural Gas (BOIL.US)$on the role date.
$Fisker (FSR.US)$ -9.66% today
$Tellurian (TELL.US)$ -7.8% today
$Plug Power (PLUG.US)$ -14% today
$Rivian Automotive (RIVN.US)$-5.4%
$Spirit Airlines (SAVE.US)$ -12%
$Hut 8 (HUT.US)$ -14%
Brutal day for some investors
$Tellurian (TELL.US)$ -7.8% today
$Plug Power (PLUG.US)$ -14% today
$Rivian Automotive (RIVN.US)$-5.4%
$Spirit Airlines (SAVE.US)$ -12%
$Hut 8 (HUT.US)$ -14%
Brutal day for some investors
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$Tellurian (TELL.US)$and $TELLURIAN INC 8.25% SENIOR NOTES DUE 30/11/2028 (TELZ.US)$ could experience some volatitlity due to the senior notes going ex-dividend tommorrow.
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