How to get to $100 (Hess)

By Paul Sankey Published on January 28, 2022 at 9:15 AM

My friend Hunter has gone vegan. Now we call him Gatherer. Where does Putin keep his armies? In his sleevies. Why does the Norwegian navy have barcodes on the side of their ships? So when they arrive back at port they can Scandinavian. A man rushes into the Doctor’s office “Doctor, I am shrinking!” Doctor: “Can’t you just be a little patient?” Think you are good at English? Try this: Why do British people love […]

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Ajay’s working

By Paul Sankey Published on August 18, 2021 at 12:34 PM

Good news and bad news at Li-Cycle – the stock is getting hurt, but there is no specific issue. Clients have asked me regarding the weakness, disappointing since the company started trading under the ticker $LICY. The questions are from top shelf investors, who seem surely to be long – clients evidently believe in this story, as we do. The personal account/discord group stuff I get tends to be around Tellurian $TELL. There, the market […]

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Forced Labour vs First Solar

By Paul Sankey Published on July 27, 2021 at 9:09 AM

China: no Totalitarian regime has ever survived long term, much less thrived. Ex-China, just about the one remaining global totalitarian state is North Korea, which is maintained by China as a buffer. It stands in contrast to South Korea as a testimony to totalitarianism vs democracy. North Korean GDP per capita is $1,300, vs South Korea at $31,000. So the question is, when will China collapse on itself? Certainly, its demography is weak, and we […]

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