Search found 4 matches

by Tokamak
Fri Oct 21, 2022 3:49 pm
Forum: Peak Oil Investments
Topic: Oil & Gas companies
Replies: 2
Views: 12110

Re: Oil & Gas companies

This is the inherent contradiction of end-of-oil investing. If there is economic collapse then oil demand will evaporate followed by supply as the suppliers disappear. I doubt there will be any companies or stock exchanges etc by then. We have to navigate the interim period when Governments are tryi...
by Tokamak
Fri Oct 21, 2022 2:18 pm
Forum: Peak Oil Investments
Topic: Oil & Gas companies
Replies: 2
Views: 12110

Oil & Gas companies

It seems self evident to me that the most obvious peak oil investment is to hold the last man standing with resources as supplies dwindle and are outstripped by demand. However, there are about 200 O&G companies on the LSE alone and my experience with trying to pick winners has been gut wrenchin...
by Tokamak
Fri Oct 21, 2022 1:48 pm
Forum: Peak Oil Investments
Topic: River Barges - $KEX??
Replies: 1
Views: 10691

Re: River Barges - $KEX??

Thanks for introducing this company - I hadn't heard of them before. Looking at the results over the years they are very up and down depending on external conditions (ie cyclical). They are expecting to produce upwards of $200 million free cash flow this year which puts them on a FCFPE of 20 @ $68. ...
by Tokamak
Fri Oct 21, 2022 12:13 pm
Forum: Peak Oil Investments
Topic: Timber REITs
Replies: 2
Views: 11739

Re: Timber REITs

My initial thoughts are that timber would probably be a good investment in a slow decline scenario. Expect increasing prices as other materials become scarcer. In a collapse scenario I think it would be stolen, either by Governments or local people. Are there any examples in the UK or are they all i...