Updates: $VAL $TPL $LB

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[@ross33668]

Great! Thanks for the update on VAL. I'm feeling good about it

[@theROIpodcast]

thank you

[@paolovita1720]

Gold Royalty Corp. is undervalued at this price; but this makes it even scarier how Amir Adnani is diluting shareholders...
Great video by the way! I am looking forward to a portfolio review of the remaining names.

[@theROIpodcast]

Amir is a problem... Thank you - I'll keep them coming

[@Matt-u8f]

I've had my eye on Valaris since the start of the year. Thinking about finally opening my position today ($51).

[@theROIpodcast]

good luck sir - oil will remain volatile though imho

[@classicalmusicvideos1276]

TPL annual meeting just dropped let's go!!

[@theROIpodcast]

LFG!!

[@talmiz100]

Hey .. are you bullish on oil tankers ? They are now doing so great lately ..

[@theROIpodcast]

Yeah, DHT now since I banked profits off STNG (see my vids) . mainly VLCC seems most straightforward.

[@adamregan4921]

Seen an article recently where Anton Dibowitz (CEO) says day rates would need to be around $800,000 now to incentive new rig builds.

[@theROIpodcast]

Could well be - only prolongs the thesis!

[@adamregan4921]

​@@theROIpodcast Sure does. I also seen shipping tycoon John Fredriksen recently increased his ownership in Valaris too.

[@theROIpodcast]

@@adamregan4921 yep, he's taking a sizeable stake

[@Oussama-r9l]

VAL seems compelling, but it is quite shorted (13.5% of the float as of today). Do the shorts know something we don't or are they are just shortsighted (no pun intended), or are they just overall bearish oil ...

[@theROIpodcast]

shorts are the beach ball being held underwater..

[@محمدالفاتح-ب5ط]

Hi ,why insider are selling, is it a red flag

[@theROIpodcast]

who's selling?

[@FiatIsDead]

Audio sounding great 👍. Bullish $VAL 🛢 🐂

[@theROIpodcast]

Thank you sir - LFG!