Natural Resource股票討論區

$Natural Resource(NRP.US)$主要在美國做租礦的業務，所以毛利率一直在90%左右，沒太大參考價值。
5年來營收波動下滑，2021年大幅反彈51%，仍低於2019年，營業利潤除2020年外相對穩定，基本保持在1.4億左右，2021年為1.3億，淨利潤波動巨大，2019和2020年還虧損了兩年。
2022前兩季度營收增長125%，營業利潤增長187%，淨利潤增長450%。
利潤表顯示5年來利息費用一直下降，2021年佔營業利潤的30%，負擔依然很重。2019和2020年都有大額資本性資產減值，造成了淨利潤虧損。
雖然目前市盈率8.7，市盈率TTM 3.9，但是如果按5年來平均淨利潤0.46億計算，市盈率為11.4，吸引力不大。

$WTI原油主連(2406)(CLmain.US)$ U.S. crude oil futures closed above $83/bbl in New York for the ninth straight weekly increase, the longest such winning streak since at least 1983, as rising consumption increasingly races ahead of supply.
WTI crude for December delivery closed +1.5% to settle at $83.76/bbl, and December Brent crude finished +1.1% at $85.53/bbl.
The front-month WTI contract jumped 2.6% for the week, while Brent posted a 0.9% weekly increase, but it was the ninth straight winning week for both benchmarks.
ETFs: USO, UCO, SCO, BNO, DBO, USL
Oil and gas sector stocks $能源指數ETF-SPDR(XLE.US)$ also rose again for the week, +0.9%.
Global oil inventory levels "remain tight as demand growth remains firm but production growth lags," IHS Markit analyst Marshall Steeves says.
The oil market is "correctly pricing very tight conditions, and conditions that will get tighter," BNP Paribas' David Martin says. "We're going to draw stocks this quarter and next."
Stockpiles at the Cushing storage hub, the biggest such facility in the U.S., are draining to critically low levels that could push crude prices even higher.
The week's five biggest gainers in energy and natural resources: $帕米亞盆地皇室信托(PBT.US)$ +35.7%, $Natural Resource(NRP.US)$ +22.2%, $CN Energy(CNEY.US)$ +21.9%, $San Juan Basin Royalty Trust(SJT.US)$ +20.3%, $貝利石油(BRY.US)$ +19.3%.
The week's five biggest decliners in energy and natural resources: $Altus Midstream Co(ALTM.US)$ -22.7%, $DNOW Inc(DNOW.US)$ -16.6%, $NACCO Industries(NC.US)$ -15.9%, $凱撒鋁業(KALU.US)$ -14.8%, $HighPeak Energy(HPK.US)$ -14.5%.