Husband & father of 3, oil investor turned precious metal bull, short $CAD, Long God. typos are my identifier Au/tism
Canada
Joined November 2020
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The boy has me do one of these daily now and it's his favorite thing to colour. Dollar store notepad and pen...cheap & relaxing
"You know I'm a bit of a battery nerd myself" 🤓
Special application batteries are so good these days: kid car, jetski & truck battery 150lbs replaced by better 🔋 at 25lbs (total).
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$TNZ.TO tenaz ty sell off ... something a boutique a great business at a good price...
#TTF appears to be bottoming. I was hoping it would go a bit lower because of how insane that would be, but the market sees the same numbers I do in Europe. The market is still firmly of the belief that everything gets back to normal in the spring, which seems crazy to me.
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Global supply is 104.47 with 7.36 mbpd offline? So where did the demand of 8m bbl/d go? That's a covid size shutdown.
nitter.cf/staunovo/status/212020…
The EIA estimates global oil demand at 102.78 mbpd and global oil supply at 104.47 mbpd in October. For November, it projects demand at 103.53 mbpd and supply at 105.46 mbpd.
#oott
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$ORV.TO Orvana Minerals.
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As per RCF request I got my sick 🍑 to the gym to keep the art content coming ... wife's another year older send some love X we eat it up! Green flex 💪 💚 (top ~sell now)
My kids think I'm famous because my Mom got me custom merchandise 🤣 ... flex & 11year old wedding card for authentication
(no au/tism typeoil in a 📸)
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Eric is buying the $TNZ.TO dip! Remember he was trying to get 10M worth and couldn't guess liquidity is here!
Uncertainty = opportunity. What have we been buying the past few days after the 20%+ correction?
🛢️a company with European gas exposure that we think will free cashflow ~50% of their market cap over the next 2 years at strip
🛢️an oilsand producer with 35+ years of stay-flat inventory at 5.2x EV/CF and a 12% FCF yield at $70WTI
🛢️a Permian royalty co. with exposure to the best rock and best operators at a 13% FCF yield at $70WTI
🛢️a US/CDN driller at 3.1X EBITDA and a 20% FCF yield
🛢️a large cap uranium producer at 1.2X NAV that has fallen by 45% since January while spot/uranium prices have risen to at/near all-time highs
🛢️a Duvernay producer with massive running room at <3.5X EV/'28CF down 20% this week
🛢️large cap global oilfield service co.'s ahead of what we believe will be a 5%-10% growth capex cycle in 2027+
This is the math on it ... he is talking about 800m in 2 years.
At 29k boe Ave. That's a $38 /Boe FCF estimate when there selling boes for $134/Boe.
Thought I was ok yesterday -.05% only to have delayed onset ball kicking today -5.39%.
It's so Tenazty out there in all the worst ways. 😫
Adding to GTE.TO here ~ reports AH (not why I'm adding).
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It's so bad out there. Hah pinch me I want to be dreaming but even that will only wake me up to more pain.
🚨 BIGGEST SINGLE-DAY WIPEOUT IN US STOCK MARKET HISTORY
$2.8 Trillion has been wiped out from the US stock market today so far, the largest one in history.
Previously, the largest single-day wipeout was of $2.69 Trillion during the Covid crash.
Readers added context they thought people might want to know
The US stock market has lost over $2 trillion today. For comparison, roughly $3.5 trillion was erased on March 16, 2020. finance.yahoo.com/markets/live/s… marketwatch.com/livecoverage/s…
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My day was bad but been ALOT worse ... temporary flesh wound ... know what I own. Worth 2x at lower prices. Selling goods daily at great prices let the income work. One day at a time till people want it. C ya tm!
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Back way back when (May 26, 2024) I was the only $SOIL.TO bull I was hounded (not unlike 2021 being an OBE bull and now a PXT bull again [last time 2018])
This was the best of Ai & wobblypops... 🍻 (sound up)
Found Clearing out old photos in phone.
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KramerKarma retweeted
So, basically, 500 million Europeans expect 300 million Americans to protect them from 120 million Russians who can’t even defeat 40 million Ukrainians while those 500 million Europeans don’t even realize they are being conquered by 2 billion Muslims who claim they are being persecuted by 8 million Israelis. Is that about right?
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Oils going up ... bought another week's time. Didn't want the pre election war.
While our Brave Armed Forces are fully prepared to defend the Homeland, Iran continues to give diplomacy a chance to succeed.
We remain in close and ongoing contact with intermediaries to review ideas that can ensure implementation of our 7-Day Plan in even less than a week.
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Seems like the story has to get exciting soon. I'm thinking end of Nov the tiger jumps. Thinking of adding to my unhedged Brent name $PXT.TO
A -> B -> C
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$TNZ.TO getting tenazty out there
Europe is facing its first prolonged period of cool, cloudy and windless weather this heating season, squeezing renewable generation at a time when power prices are already at the highest levels since 2022. bloomberg.com/news/articles/…
