11-June-2024 Tuesday
Oil and gas revenues in May 2024 are MET higher than last month, which is strange given the voluntary reduction in oil production. Damper payments in +
09-May-2024 Thursday
Sold to NCSP. Div. the profitability is not impressive, there are no triggers for the share price to increase, in fact, now the “fair” value of the asset
08-May-2024 Wednesday
Reply to the post “Statistics, graphs, news - 05/08/2024 - The Russian Federation’s income from the sale of all types of oil has doubled!”
25-April-2024 Thursday
Tatneft has decided on the final dividends for 2023; they will pay in debt, because the FCF has been spent. But the dividend yield is impressive
22-March-2024 Friday
Sold Gazprom, transferring to LUKOIL. Exorbitant CAPEX, excessive taxes and the inability to replenish the supply of raw materials influenced my choice
19-March-2024 Tuesday
Tatneft reported for 2023 — taxes, CAPEX and costs for the purchase of raw materials worsened the financial situation. position. We calculate dividends for the fourth quarter
18-March-2024 Monday
LUKOIL reported for 2023 - a record for net profit. We calculate final dividends, take into account investments and repurchase of shares from non-residents
07-March-2024 Thursday
Oil and gas revenues in February 2024 increased 1.4 times compared to January, but future production cuts threaten the Russian budget
07-February-2024 Wednesday
Oil and gas revenues in January 2024 - production/export volumes are declining. Declining income of oil workers is a pain for the Russian budget