XOM, CVX, RDS Investors To Get Hit By Oil Cycle Reality Soon!

🗽 In gold we could see 2x in 4 years.... it depends on the money printing.🤔
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Thanks for the Video.
I own shares of Parex Resources PXT, would be interested in your opinion.

🗽 Unfortunately, there are so many crooks in the cyclical sectors. 🍀
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Why don't oil companies hoard cash when oil prices are high and then use that cash when oil prices (and share prices) drop, for buybacks, or better yet, for capital improvements?
I should think the oil executives have thought of that. Why don't they do it? I'd like to hear their reasons.

I don't know whether you have seen the Benzin/diesel price decrease, but in Germany we still pay 1.5-1.7/liter, although the price of oil is rediculously low.. so where the difference go? - Gross margin.. actually I believe Var Energi said in their last earnings call their break even is about 11..

This is gold. I was looking up oil yesterday and was having trouble finding the all in costs per barrel and their assumptions! Thanks sven!

I would love to hear your opinion about the following stocks:

- clinica baviera (eye clinics, great business, high roe, high margin, great Management, for a good business cheap around pe 15, investing back into the business, good long term outlook)

- econocom (it service, cheap, hugh buybacks, I love the decentralizes model because the service agents are greedy and that ensures cash, they hired a lot of new service agents in the last year so the earnings are lower but it ensures more earnings in the future)

- 4imprint (cheap, great business)

- another oil company: international petroleum (Rob Vinall invested into it and he is a great value investor)

- Silvano Fashion Group (cheapest stock I know when you adjust it for cash, but risks involved)

- Stella Jones (good Business, cheap, buybacks, moat available)

- what about Occidental petroleum, because it is a Buffett Investment? An opportunity?

- Maschinenfabrik Berthold Hermle (a machine producer in Germany, cycle, cheap, good Business normally)

I have still some more companies, but those are some of my main positions.

Great video, thanks!

What about OXY

Thanks Sven for a heads up.

Great informations
Thank you very much.❤

After being up $10,000 on NTR because of you Sven I sold 60% of my holding. Thank you sir. I’m still holding 500 shares

Why did buffet buy oil so high in price?

thanks Sven for this analysis that you were the only one to share about

tnx

Thank you this video

I agree with your points Sven. Great video. My only question would be, why is Buffett (Berkshire) buying OXY then?

I DCA into Exxon. We are entering a post deflationary world. I like XOM as a hard asset (commodity) investment to hedge inflation. Let's face it, the dollar's future is questionable. Also, geopolitically, the world is moving from unipolar to multipolar. To me, having exposure to oil and gas is good way to play the long game. I like XOM for their assests and I alo invest in Cheniere (LNG) for gas. That being said, Sven is right on with his analysis. For larger buys? Wait for the fat pitch. One consideration for higher oil? Bet on Israel bombing Iran nuke facilities. In the short run, that will bump oil back up (Straight of Hormuz)

I don't believe any price prediction.

Sven arresting the oil barons - Part 1

Excellent presentation. I wonder how much Saudia Arabia can lower production to keep the price from falling below 55. So, a 55 to 60 average can continue for a long period of time.

as Barren Wuffett once said, buy high and sell low

Harbour Energy is very cheap imo!

Thank you Sven for premium contents!
What about an update on lithium cycle?

Thank you sir

Some good points in this video to consider. However, wouldn't sleep less as Oil/Natural Gas is a good investment LONG TERM (5 yrs +). Some misalignment with Iran and oil price spikes, if you want or need to sell your oil position. Sven, Why is Berkshire buying into Occidental petroleum...

Sven LOVES cyclical companies and I don’t know why…

I also think EVs are going to lower demand more than people think.

Extremely unlikely oil would remain under $50 for years... The US companies are losing money at that stage and would not investment and limit output. Supply and demand takes over. That cycle wouldn't take years to complete. But sure, the price could range in the $50s for years.

Can you do Pfizer ??

My only oil play is Chord $CHRD, but gonna pick more oil stocks if we see 50$ near future

Hi Sven, what do you think of Tdw?? It seems like a good opportunity to me, but I would like your confirmation or denial. Greetings from Italy

Found a cluster of bullish setups with serious squeeze energy. Timing will be key – good luck with your entries, everyone! 📊🔥

"Stupidity squared" 😂

Peak oil is still relevant but the fossils just don’t want to hear it. Don’t buy the new Nokia’s and happy investing!

Petrobras, Equinor an var energi are Buys for me when Oil will Go down to 50. longterm oil will become much more expensive.

I will be forever grateful to you Mrs.jania. You changed my whole life' I will continue to preach your name for the whole world to hear' you saved me from huge financial debt with the little I had. Thank you Mrs.jania

Can you do a review on TotalEnergies? The french oil Major ? It's so much diversified and have a price spot lower than the us oil Majors

Low prices cure low prices. The reserves are very low and the oil producer are still cutting capex. There will not be any drill baby drill under such low prices🎉😂

$50 oil?
What Trump wants, he does nor always get!

I own all three. WIll they go up and down? Sure will. Can I predict when? Sure can't. You can't either. I don't follow the point of this video. You are trying to time the market I guess. Good luck with that. I first bought CVX more than 20 years ago and have held onto it through a lot of ups and downs. I can't say it has out-performed the market but I am pretty happy with it. That is my value investing. Yours is becoming scare mongering.

Buy Canadian E&P, Sven…buy Canadian.

arent you ignoring the fact these companies own refineries which in theory make money when oil price is low giving them upside when oil price is low.

We are in the lows of the cycle currently. There hasn’t been large CAPEX spend for many years. Even on your charts you can see this. Also inflation adjusted highs are now over $200 a barrel… no CAPEX , China stimulus, shale rolling over. I’m loading up…

ROFL @ all the dumb money DESPERATELY attempting to wish oil down. Its not gonna happen brokie!

Just bullshit !!!

I'm buying Chevron at the monent, ~$136. The video is useful to help set my expectations, good analysis. I don't expect it to sky rocket but I feel like it'll be a good return over a 3-5 year period and with these kind of stocks, there's always a wild card that some 'black swan' spikes market prices. I couldn't care less what JP Morgan think, their prediction record is garbage.