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06-02-26 panasonic
| Carib, agree with you 100%...New Yorkers and/or Californians would probably be attracted to such proposals. |
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06-02-26 carib
Panas: as far as I remember, Bernie is a "democratic socialist", caucusing with the democrats in the Senate, but essentially controlling 1 vote in 100.
Little risk there.. unless Trump hears the idea, and finds that getting 50% of all AI corps for himself for free.. might be a genial idea..
;-) |
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06-02-26 panasonic
Pilly, that's the problem, his proposal is to expropriate 50% of shares, and Gov. control the board of those companies.
Given he is a Chinese agent, under his "model", all would be regulated at our side and leave doors wide open to Chinese supremacy. |
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06-02-26 carib
Venezuela has retained Hogan Lovells US LLP as legal counsel for what is expected to be one of the largest sovereign debt restructurings in decades.
The hiring — made public in a filing published by the Justice Department’s Foreign Agents Registration Act unit on Tuesday — comes less than a month after the government announced it was starting the process to rework an estimated $170 billion of debt that’s been in default since 2017.
The law firm, which has headquarters in Washington and London, said in an email that it has a long history of working with the country and was hired to for both the restructuring and to provide assistance on government relations in the US. Both the Venezuelan administration, particularly the finance ministry, and the nation’s embassy in the US are listed as clients in the filings.
Legal services include consulting in the “assessment, development, or preparation of debt restructuring options, proposals and supporting materials,” according to the documents. The firm will also provide the Venezuelan embassy in DC with advice on “legislative, regulatory, and public policy activities” in the bilateral relationship between Caracas and Washington.
Norm Coleman, a former US Senator from Minnesota who was a member of the Foreign Relations Committee before joining Hogan Lovells in 2011, represents the Venezuelan embassy for the firm, according to the documents. The disclosed contract shows a retainer of $100,000 a month.
Hogan Lovells was previously hired by Venezuela’s US embassy in 2014 to provide lobbying services in Washington.
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06-02-26 pillz
Senator Bernie Sanders proposed the "American AI Sovereign Wealth Fund Act" to create a federally managed fund owned by the American public.
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it looks like one must sell everything .. if Sanders want to buy now :-)) |
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06-02-26 panasonic
| Savo, yes...fomo yolo :-) |
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06-02-26 spal
| Savo ... certainly some momentum chasing. |
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06-02-26 savo
| pana.. spal... crazy world... money going into photonic stocks.. none of which make any money. |
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06-02-26 carib
Outgoing Mossad chief Barnea urges Israel to topple wounded Iranian regime
If in the past, Barnea's promise seemed to be to prevent Iran from getting a nuclear weapon, this was an additional time that he doubled or even tripled down on regime change for Iran. |
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06-02-26 spal
Frontera - update:
Frontera Energy’s June 1, 2026, announcement transitions the company from a volatile, capital-intensive exploration and production (E&P) outfit into a clean, structural infrastructure monopoly.
By shedding its Colombian oil assets to Parex, management has executed a masterful "sum-of-the-parts" unlocking event. This strategy aligns the company perfectly with Colombia's long-term sovereign energy and logistical vulnerabilities.
1. The Strategic Architecture of the LNG Terminal
The centerpiece of this transformation is the Puerto Bahía LNG regasification project, which addresses a critical structural mismatch in the Colombian economy.
Colombia's Gas Deficit & Ecopetrol's Motivation: Colombia is staring down a massive domestic natural gas shortage expected to bite hard by late 2026/2027. Relying purely on dwindling domestic onshore fields is no longer an option. Ecopetrol, as the state-backed oil company, is highly motivated to secure import capacity to maintain industrial supply and keep gas-fired power plants online.
The "Take-or-Pay" Moat: Frontera states they are advancing an exclusive joint venture agreement with Ecopetrol. Infrastructure funds prize take-or-pay capacity contracts because they insulate revenues from commodity price fluctuations. Ecopetrol pays for the regasification capacity whether they push gas through the terminal or not.
The FSRU Advantage: Securing an option for a ~500 MMcfd Floating Storage and Regasification Unit (FSRU) ensures rapid deployment by 2027, avoiding the multi-year delays and environmental hurdles of onshore builds. It positions Puerto Bahía as the primary gateway for Colombian gas imports.
2. Multi-Asset Synergy: Gasco, Tolling, and Power Gen
Frontera’s port operations extend beyond a single asset, functioning as a tightly integrated midstream ecosystem.
The Gasco Layer: The partnership with Gasco on the existing LPG infrastructure delivers a reliable baseline cash flow ($10–$15 million in EBITDA). This project serves as a proven blueprint for the larger LNG buildout, derisking Frontera's execution track record for institutional investors.
The On-Site Power Generation Catalyst: The announcement references potential entry into **gas-fired power production** via a facility right at the port. This strategy is highly effective because it introduces an immediate, captive "anchor tenant" for the LNG terminal's gas. Power generation located at the deepwater port eliminates pipeline transit costs and allows Frontera to capture margins across both the fuel import and power sale stages.
3. Logistical Backstops: RoRo, Storage, and the ODL Pipeline
The broader portfolio provides an insulated, highly resilient infrastructure baseline.
Roll-on/Roll-off (RoRo) Momentum: Puerto Bahía remains Colombia’s premier hub for automotive and heavy machinery imports. As supply chains normalize and regional automotive trade expands, this unencumbered segment acts as a high-margin cash flow generator requiring very low maintenance CapEx.
Strategic Oil Reserve Capacity: Puerto Bahía features a substantial Liquid Bulk Terminal with 3.33 million barrels of storage capacity. In an era of volatile crude flows and shifting global supply networks, this deepwater storage footprint positions Frontera to offer strategic storage or blending operations to international trading desks.
The Oleoducto de los Llanos Orientales (ODL) Anchor: Frontera's 35% stake in the ODL pipeline is a highly valuable asset. This pipeline transports a significant portion of Colombia's heavy crude. It operates under long-term regulated tolling agreements, providing a durable cash flow foundation that underpins the parent company’s dividend capacity.
4. Institutional Validation: Why the Market is Wrong (For Now)
At a post-dividend stub price of roughly $5.00 net, the public market is fundamentally mispricing this asset.
The market currently values Frontera as a legacy E&P stock. However, its infrastructure baseline of $110–$120 million in adjusted EBITDA is backed by long-term pipeline tolling, take-or-pay port contracts, and tier-one corporate counterparties like Ecopetrol.
Why This Targets Private Equity & Infrastructure Funds
Global infrastructure allocations (like Brookfield, Macquarie, or regional LatAm private equity funds) seek long-term, inflation-linked cash flows with high barriers to entry. Puerto Bahía cannot be easily replicated due to its deepwater marine concession and direct connection to national pipeline networks.
Once the "due-bill" trading period settles after the June 24 capital distribution, Frontera will emerge as a debt-free midstream pure-play. As the company reports clean, high-margin quarterly results without E&P capital expenditures, institutional re-rating should shift the multiple toward infrastructure averages, unlocking significant upside from current levels.
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06-02-26 panasonic
"Hemos tomado 1.000 millones de dólares en criptomonedas de Irán"
Maduro is the bird singing in NY, Veni used same vaults. |
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06-02-26 panasonic
Senator Bernie Sanders proposed the "American AI Sovereign Wealth Fund Act" to create a federally managed fund owned by the American public.
It aims to capture the economic value of artificial intelligence and share the profits with everyday citizens.
Key Details of the Proposal
The Equity Transfer: The legislation proposes a one-time transfer of 50 percent of stock from major AI companies (such as OpenAI, Anthropic, and xAI) to the federal government.Public Ownership & Governance: Instead of a cash tax, the government would hold voting shares and secure equal board representation at these companies.
Direct Payouts: Revenue generated by the fund would flow directly to Americans as cash payments. Any long-term growth would eventually help fund broader public goods like housing, education, and healthcare.
The Core Argument
Sanders argues that AI models are trained on the accumulated knowledge, journalism, art, and labor of millions of Americans, typically without permission or compensation.
Because the technology is derived from collective human output, he asserts that the wealth it generates should be shared collectively rather than concentrated among a few tech executives.
Modeled Concepts
Sanders points to existing, successful sovereign wealth models as inspiration, specifically citing Norway's Government Pension Fund and the Alaska Permanent Fund Dividend, which both distribute resource-based wealth to citizens.
He also highlighted that similar concepts have been previously floated by AI industry leaders like OpenAI CEO Sam Altman and Anthropic, who have independently suggested public or national wealth funds tied to AI growth |
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06-02-26 savo
victor... unless DT starts buying with public money... i think there is no floor for btc now that saylor turned seller and btc mining companies are becoming data centers with DT's sons.
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06-02-26 victor
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06-02-26 victor
in which Trump at one point yelled at Netanyahu, “What the f*** are you doing?”
:-))
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Trump tells Netanyahu he kept him out of jail, should be grateful on tense call - report
One source summarized part of Trump’s comments as “everybody hates you now. Everybody hates Israel because of this,” said the report by Axios.
US President Trump accused Prime Minister Benjamin Netanyahu of being the reason for global hatred of Israel in an angry call on Monday, Axios reported.
Earlier on Monday, Iran had threatened to stop negotiating with the US due to Israel’s action in Lebanon, prompting the call in which Trump at one point yelled at Netanyahu, “What the f*** are you doing?”
According to one US official, Trump felt that Netanyahu was reacting disproportionally to Hezbollah’s attacks on Israel. He objected to Israel destroying buildings to take out a single Hezbollah commander, and Israel’s threats against Beirut, Axios wrote.
Another source summarized part of Trump’s comments as “everybody hates you now. Everybody hates Israel because of this,” according to Axios.
Trump also accused Netanyahu of being ungrateful, with the source saying Trump claimed the prime minister would have been in prison if not for him.
Attacks on Beirut canceled
While Netanyahu released a statement after the call that Israel’s position “remains the same,” a US official told Axios that Trump had actually “steamrolled” Netanyahu.
"Bibi said, 'OK, OK, just make sure everything is taken care of,'" Axios quoted the official as saying.
Another official said that this was one of Trump’s worst calls with Netanyahu since the start of his second term.
After the call, Trump announced that Netanyahu had “turned his Troops around,” after he asked him “not to go into a major raid of Beirut,” in a post on Truth Social.
In another post, Trump wrote that talks were continuing “at a rapid pace” with Iran.
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06-02-26 amateur
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06-02-26 amateur
Dont lose your sleep about the AI bubble bursting. Everything will be fine.
Peter Thiel is movimg to Argentina. |
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