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10-02-25  savo

disagreeing with facts is

you are the one disagreeing with facts...

the only facts here is that the electoral council declared that Maduro won the election and the Supreme Court ratified it.

The rest is fabrication by a treacherous opposition associated with a foreign enemy.

The thing is that in this world disputes are resolved in court. The opposition could have presented the proof of their claim. They didn't which means they did not have it or they knew it was false.

Of course you can say Maduro lies.. the military lie... the electoral council lies.. the supreme court lies... china lies...russia lies...and say that the ones telling the truth are botox salazar... rubio..mcm and Scott... fine with me... but don't confuse that with fact..it is simply your opinion because your political sympathy is with those people..


10-02-25  spal

RCAT (drones)

RED CAT HLDGS INC

11.61531.1453 (+10.94%)

This is normally the relative top of its range, unless there is an announcement pending ...

10-02-25  spal

POET continuance

10-02-25  carib

disagreeing with facts is always possible in the odd world we live in.. but does not alter the facts in question.
a "de facto" government remains in power irrespective of legitimacy, and usually requires removal by force, because force creates new facts.

10-02-25  savo

the fellow who won the elections by landslide

of course I do not agree with that.

10-02-25  carib

PS: Israel recently occupied a further sliver of the Golan for very good tactical reasons. They did not seek the authorisation of the new syrian government or of the UN, and the new syrian leader refrained from any reaction, reasonably under the circumstances.
In the case of Venezuela, saying that the fellow who won the elections by landslide is the only legitimate leader is plain commonsense.
That said maybe nothing happens besides loud words and pinpricks.

10-02-25  carib

And, as always, the issue for us Veny creditors is just if the solutions that are considered would solve our problem.. or not.
Our personal political preferences remain utterly irrelevant, at least for all non US or Veny citizens.

10-02-25  carib

Savo: Russia invaded Ukraine without even feeling the need to seek a plausible excuse.
Come on... precedents galore.

10-02-25  savo

leo.. that would set up a very dangerous precedent.. imagine Russia or China recognizing whoever they want in their areas of influence and then invading the country.

The easiest thing to do in veni is to negotiate with the guys that are in government now, the ones who won the election according to Veni's supreme court.

Incidentally...

Venezuela's oil exports surpass 1 million bpd for first time since 2020, data shows

https://www.reuters.com/business/energy/venezuelas-oil-exports-surpass-1-million-bpd-first-time-since-2020-data-shows-2025-10-01/

10-02-25  spal

AMBC After-hours trading (post-4:00 PM ET) showed a notable rebound, with the stock rising to $8.45 by 7:58 PM ET—a gain of $0.32 (+3.94%) from the regular close.

The 27.3K after-hours shares traded is unusually robust for AMBC.

The uptick appears directly tied to a Form 4 filing disclosing that CEO Claude LeBlanc purchased 25,000 shares at an average price of $8.54 per share, totaling $213,500. This transaction increased his ownership to 1,021,777 shares (valued at ~$8.73 million), boosting his stake by 2.51%.

10-01-25  leopardo

El derecho internacional prohíbe el uso de la fuerza en otro país sin autorización expresa de su gobierno o del Consejo de Seguridad de la ONU. No obstante, Washington reconoció en 2024 a Edmundo González como presidente legítimo de Venezuela, tras las elecciones de ese año.

En caso de que González autorice una intervención, la administración Trump podría esgrimir ese consentimiento como justificación legal para intensificar sus operaciones en Venezuela.


https://www.elnacional.com/2025/10/marco-rubio-lidera-iniciativa-en-ee-uu-para-la-salida-de-maduro/#google_vignette

10-01-25  spal

ARLP
ALLIANCE RESOURCE PA

25.79 (+2.00%)


Coal co's inflecting up ... I did not pick the fastest horse but probably made up for it in position size. Trump effect may dissipate soon, but this one also has a large portfolio of natural gas leases. Don't chase. Info only.

10-01-25  spal

NG price delinking ... should show further strength into the close of the year and firmness over 2026. Demand for gas very strong on 2 fronts ... domestically to produce electricity for the hypercsale of AI and cloud data centers and of course to be compressed for LNG exports. Both are strategic and both are supported by current administration. Unlike WTI (oil) where the game is to suppress the price with the Saudi's help ... for politics and to protect headline risk on CPI (consumer) ...

10-01-25  spal

Trading IREN and watching carefully ... hyperscale potential (has gigantic power contracts in Texas to farm out to data centers) ... momentum elements are possible. But as always have stops.

10-01-25  pillz

AI, Copy Trading, and the Future of Smarter Investing in 2025/2026

//

https://www.investing.com/news/press-releases/ai-copy-trading-and-the-future-of-smarter-investing-in-20252026-4266912

10-01-25  spal

POET
POET TECHNOLOGIES IN



|
6.01650.4765 (+8.60%)
6.01
Bid size: 4
6.02
Ask size: 10

Running hard - watching for dips

10-01-25  spal

RCAT (Drones) - probably a range trader ... added

10-01-25  spal

POET - added

10-01-25  spal

NVO now bouncing ... tricky one.

10-01-25  spal

Also hunting for small tech that will inflect due to hyperscale of data centers. These will be firms that held scale teraflop to joule levels.

===

Could be POET

10-01-25  carib

Leo: agreed.

10-01-25  spal

help

10-01-25  spal

Trump has lifted regs on coal and provided incentives so valuations of positions in dom. producers are lifting.

I am also positioned for further rises in CU and my expectation that NG will diverge (up) from oil.

Also hunting for small tech that will inflect due to hyperscale of data centers. These will be firms that held scale teraflop to joule levels.

10-01-25  spal

In gold - hold trading positions in:

NGD
NXGCF

10-01-25  leopardo

Gold must be held for the long run and position rebalanced if it gets too important in percentage…

10-01-25  spal

Gold ETF demand was enormous in September, with the most inflows since early 2022!

https://x.com/Mayhem4Markets/status/1973373538796183867


With "conservative" colores moving away a bit from beloved EM bonds to gold ETF we may be in later stage of current rally ...

;)

10-01-25  carib

Leo: true.. but if one held 5% gold 2 years ago.. now that is 10%..

10-01-25  panasonic

Gov. Shuts down, question now is for how long.

More than 10 days and U.S. ratings could be hit with a downgrade :-(

10-01-25  leopardo

I think that a 5 to 10% of financial wealth in Gold is a must have.
I will build a 7% position of my financial wealth in ETF 1 to 1 Gold in the next months.
I have a leverage product right now a bull certificate but I will sell it.

10-01-25  carib

Panas: also true..

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