Hey everyone. Everyone's got their eyes on meme stocks, but I have been working on this long thesis for a while and I wanted to share it as this company's earnings are on Feb 4. With that being said:

Tl;dr: Propane demand is at a multi-year high due to outdoor dining and hoarding. Suburban Propane Partners ($SPH) represents a massive opportunity as the stock price has stayed flat among the rapid hike in demand. This is a sleepy company and Wall Street has overlooked these developments. The company reports earnings on Feb 4 before market open. I believe call options represent the best risk/reward for this overlooked stock.

Disclosure: I am bullish on SPH and hold a large position in call options. This trade thesis is for entertainment purposes only! I am not an investment advisor. Please do your own research and seek professional investment advice for your portfolio. None of the following statements should be interpreted as financial advice or investment recommendations.

In August of 2020, I released a document outlining a propane consumption trend, following the outbreak of COVID-19 in the U.S as well as the record natural disasters in 2020. I highlighted Suburban Propane Partners as the most effective trade in the space. I bought call options and sold several months later for 16x my original investment, moving on to new trading opportunities.

Last time I released research on this trade, a lot of people requested more detailed information on what specific trades I made. I hold no shares, however, I've included the six options contracts that I am purchasing. I am playing the February and May earnings reports. Please do not follow my trades. Again, do your own research. I am not a financial advisor and this is not financial advice!

Last Quarter's Earnings

$17.50 Calls for Feb. 19th

$20 Calls for Feb. 19th*

This Quarter's Earnings

$17.5 Calls for May 21st

$20 Calls for May 21st

$22.5 Calls for May 21st

$25 Calls for May 21st

This stock has a low float and low daily volumes which influenced my decision to play this with calls.

Due to COVID, outdoor dining has caused an explosive demand for propane patio heaters and fire pits, which are still backordered with many retailers for the next month and have been extremely difficult to get since September. This has created a panic in the propane market and has many businesses and home owners desperately attempting to buy and store as much propane as they can. After e

Hey all, two weeks ago a DD was posted outlining a nationwide propane shortage. It had not yet hit national news. Since then, a Polar Vortex has arrived across the entire continental US and the shortage has been reported by multiple mainstream outlets over the last 72 hours.

Many states are already acting on the news, declaring states of emergency, issuing executive orders to temporarily suspend legal limitations on the transportation of propane, and issuing alerts to decrease energy consumption because of record breaking demand. This is further exacerbating the existing hoarding crisis.

Suburban Propane (SPH) is the company that stands to benefit the most from this shortage and the resulting news, because they serve the US market exclusively, conduct mostly residential business, and are gaining from the decreased use of small propane tank exchanges in the US. Because there is also a shortage of tanks, people are forced to refill their tanks, rather than swapping them out at Amerigas/Blue Rhino exchanges.

Here is the Due Diligence and a few recent news articles:

- DDhttps://docs.google.com/document/d/1zQg_ncJ7Mx9rkX6Ku8qk2Nwpxtj8LDFqDTHab7yDCt0/edit?usp=sharing

- Bloomberg https://news.yahoo.com/arctic-blast-drives-strongest-propane-214816500.html

- "Wisconsin Gov. Tony Evers declared an energy emergency in the state because of the below-average temperatures, snow and ice storms in the run-up to February, which limited deliveries of petroleum and propane products used to heat homes and for transportation." https://www.news8000.com/evers-declares-energy-emergency-to-rebound-from-weather-snags-on-delivering-oil-propane/

- "Governor of Indiana, Eric Holcomb, has issued an executive order exempted commercial drivers delivering propane from their typical limits on hours of service."https://thelintonian.com/2021/02/12/governor-lifts-hour-restrictions-on-commercial-propane-delivery-drivers/

- "BISMARCK, N.D. – Gov. Doug Burgum today signed an executive order granting a waiver of hours of service requirements for drivers of commercial vehicles trans

Hello fellow RVers. If I am on the road, do I leave my gas on to keep the fridge cold, hot water heater to keep water from freezing, etc?

Any thoughts on propane vs alcohol stoves? I like how Alcohol is a lot safer. Any personal experience with either?

Propane Is The New Toilet Paper

...and Suburban Propane ($SPH) is the best way to trade it.

Disclosure: I am bullish on SPH and hold a large position in call options. This document is for entertainment purposes only! I am not an investment advisor. Please do your own research and seek professional investment advice for your portfolio. None of the following statements should be interpreted as financial advice or investment recommendations.

In August of 2020, I released a document outlining a propane consumption trend, following the outbreak of COVID-19 in the U.S as well as the record natural disasters in 2020. I highlighted Suburban Propane Partners as the most effective trade in the space. I bought call options and sold several months later for 16x my original investment, as the price went from $12.60 to $18.10. My original thesis was that natural disasters such as hurricanes, wildfires, etc. would positively impact earnings and that was true. However, another part of the thesis was the impact outdoor dining would have on propane and propane accessories. Record sales of patio heaters created a massive increase in commercial demand for propane. This was not reflected in last quarter's earnings because that didn't begin until the fall months. This quarter should reflect that trend as well as a new hoarding trend that has emerged.

Due to COVID, outdoor dining has caused an explosive demand for propane patio heaters and fire pits, which are still backordered with many retailers for the next month and have been extremely difficult to get since September. This has created a panic in the propane market and has many businesses and home owners desperately attempting to buy and store as much propane as they can. After experiencing shortages of toilet paper, hand sanitizer, masks, meat, and other goods last year, it appears that consumers are afraid of going without heat this winter. This is adding to the panic and creating a self-fulfilling prophecy, as a normal supply of propane meets an abnormally high demand.

https://preview.redd.it/ovd6t1k842f61.png?width=765&format=png&auto=webp&s=a34dc0318cc8214491b65da1e5034804ebad9b5b

Residential consumers across the country are experiencing a propane shortage, even when their tanks are on an auto-refill schedule with their distributor. As a result, complaints are skyrocketing and in some states legislators have even been forced to get involved. However, **this crisis is only being report

Don’t know if people are aware but you can refill the 1lb camping propane tanks from a 20lb one. Save $$ and it comes in handy to refill propane torches and bbq/stove tops that use the small bottles.

Just search for 1lb propane refill adapters.

Tons of places sell them. It’s paid itself 10x over. Run out of torch? No other small bottles? Live an hour from town? No problemo. Throw the empty into a freezer for 10 min, screw it into the 20lb tank with adapter and open the valve. Presto. Refilled 1lb bottle.

What the title says. A while ago the heat went out in my camper. The clicking (ignitor) sounded odd. After trying multiple times it didnt click at all. I decided to test my stove, and it also wont kick on. Turned "ignite" on and tried to light, no dice. I have propane. The camper is a 2012 jayco 32bhds. Itll blow cold air, and it sounds like a clicking noise coming from the THERMOSTAT, but not the ignitor. I dont really have the money or time to call a repairmen. So if anyone has any input I'd greatly appreciate it

Edit:I will be trying these suggestions, thanks you guys. I called to see if a repairmen could come out, and no luck. I was wondering what I needed to do if the lights went out and I had no heat to keep the pipes from busting?? I plan on trying to get to a friends house or a hotel if that happens, but I dont want things busting or breaking

2nd edit: i tried leaving my tanks unhooked for a few hours. I had previously tried it for 10-15 minutes and didnt work. Did it this time for a few hours just to check. It didnt get above freezing but the sun was out and pointing at my camper. Also tried bleeding the line. And boom my heater and stove are now working. THANK YOU GUYS. Im inexperienced and have no idea what im doing, and this cold snap gave me a crazy amount of anxiety that i feel a little better about now. Thanks!

Walgreens at 11403 E Northwest hwy has a few remaining. good luck.

Edit: Received a message from the owners at Propane Filling Station in Plano. They are open today 2/14 Sunday and have propane and will be closing at 5pm.

800 E Parker Rd, Plano, TX 75074

Hey everyone. New to /r/undervalued but since everyone's got their eyes on meme stocks, I think this is the best place for my thesis before this company reports earnings on Feb 4. With that being said:

Tl;dr: Propane demand is at a multi-year high due to outdoor dining and hoarding. Suburban Propane Partners ($SPH) represents a massive opportunity as the stock price has stayed flat among the rapid hike in demand. This is a sleepy company and Wall Street has overlooked these developments. The company reports earnings on Feb 4 before market open. I believe call options represent the best risk/reward for this overlooked stock.

Disclosure: I am bullish on SPH and hold a large position in call options. This trade thesis is for entertainment purposes only! I am not an investment advisor. Please do your own research and seek professional investment advice for your portfolio. None of the following statements should be interpreted as financial advice or investment recommendations.

In August of 2020, I released a document outlining a propane consumption trend, following the outbreak of COVID-19 in the U.S as well as the record natural disasters in 2020. I highlighted Suburban Propane Partners as the most effective trade in the space. I bought call options and sold several months later for 16x my original investment, moving on to new trading opportunities.

Last time I released research on this trade, a lot of people requested more detailed information on what specific trades I made. I hold no shares, however, I've included the six options contracts that I am purchasing. I am playing the February and May earnings reports. Please do not follow my trades. Again, do your own research. I am not a financial advisor and this is not financial advice!

Last Quarter's Earnings

$17.50 Calls for Feb. 19th

$20 Calls for Feb. 19th*

This Quarter's Earnings

$17.5 Calls for May 21st

$20 Calls for May 21st

$22.5 Calls for May 21st

$25 Calls for May 21st

This stock has a low float and low daily volumes which influenced my decision to play this with calls.

Due to COVID, outdoor dining has caused an explosive demand for propane patio heaters and fire pits, which are still backordered with many retailers for the next month and have been extremely difficult to get since September. This has created a panic in the propane market and has many businesses and home owners desperately attempting to buy and store as much propane as they can. After