"But I repeat now for the second time, that only in this information did they consolidate Braugman for the first time for two months, for November and December, so this whole year will be surprisingly much better than the previous one, because there will be full consolidation starting from January. And here, well, I can't wait for the first quarter report, because the dynamics will be truly gigantic, right? Because if with only two months the dominant profit is up 50%, and EBITDA 53%, operationally 59, then it's clear that there's a lot organically, right? "

"As reported by Climate Action Tracker, RWE, the largest coal operator in Germany, will likely get more operating hours from its coal blocks before 2030 from this agreement than originally planned. "

"Also, the company aims for first passenger flights in 2026, both in Abu Dhabi, where Abu Dhabi Aviation is a partner, and in the USA through a pilot program. Here, a test campaign has also started on Midnight. the fleet will be expanded very strongly within the year and also the first revenue estimates for 2026 will generate revenues of 32 million dollars mainly from deliveries to the Arab Emirates. "

"I think it will test that previous level of 119.5. And as for the United States, there is a rule that in the case of such oil shocks, the peak of oil also marks the bottom of the stock market. or such an important psychological one, this may also prove true this time, that even despite a ceasefire, for example, analysts, investors will realize that the damage in the Middle East will still affect the price for months, that it cannot be fixed overnight, right? "

"Bank of America published a forecast: slower growth, higher inflation and oil at $100 per barrel for the rest of 2026. Eurozone inflation jumped from 1.9 to 2.5 in March. In the US, forecasts for summer spoke of 5%. Now, after a slight drop in oil, analysts revised this to around 3%. But this is still above the Fed's target. "

"there will be such a hype for these space companies and unfortunately, unfortunately I would prefer it to succeed, yes, but I'm afraid there will be huge disappointment after the debut, there will be distribution, there will be drops in SpaceX that will drag the entire industry down. So until June we can nicely play, for example, Kreotech Scanway, these Polish entities, but I think from July, somewhere from the holidays, there will be a dump in the space sector. "

"Trump, in my opinion, reached an agreement with Putin, and now I said that Trump will dismantle, and you see how this is being confirmed. Trump will dismantle the NATO alliance. He will actually dismantle it, but not to destroy it. "

"And besides, at any moment, coking coal can return to favor. Because rearmament, right, a lot of steel is needed, infrastructure and so on, space conquest, but mainly rearmament. Even if there were peace in the Middle East, all these countries are already so scared that they will rearm in case such attacks return. Right, that this will not stop in my opinion. "