Kontrarian Korner A Rare Solo Episode Of Kontrarian Korner
I hope everyone had a good Thanksgiving last week, but I wanted to put out a short video this morning. I got a couple questions on Calumet $CLMT with the DOE loan and dilution, so I wanted to follow up after my recent podcast with Karst Research and Jake LaMotta. It won’t be a full breakdown, so you should watch that first if you’re interested. I also wanted to briefly cover the latest with Sable Offshore $SOC . The Fire Marshal updated their Pathways for Restarting CA-324 and CA-325 website, but it looks like they aren’t going to step in with the whole CCC circus.
Whatever happens, I think we will get some clarity on what path Sable will take in the next couple weeks. I wrapped up by talking briefly about Peabody Energy’s $BTU and their acquisition, and why my attitude towards that one is starting to change. I have been busy pulling double duty at the family business recently, but I do have some good podcast guests lined up for the next couple weeks, so keep an eye out for those. I also have a couple new ideas I have been digging into recently, and I’ll share those when I have done enough research.
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