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JSG

@UndervaluedOnG

🇨🇦 O&G enthusiast but more O than G at this point. I own way more stock in $WCP $CVE $TOU than I probably should. Goal: to make $$.

Joined February 2021
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Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)Photo by JSG (@UndervaluedOnG)
A thread on petroleum stock data and oil prices. I use the total petroleum stocks for this exercise. My opinion is that I don’t really care how crude oil or refined products are sloshing around but rather petroleum stocks in total
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Gut punch today: my largest daily (unrealized) loss to the portfolio...
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Full sized bars for Halloween 🎃 👻 this year funded by $cve & $wcp of course!
Image from JSG (@UndervaluedOnG)
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Crude oil production growth in Texas appears to be over. If you can't grow in this price environment, when will you?
Image from JSG (@UndervaluedOnG)
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Lower48 (i.e. US ex GOM) crude oil production showing positive YoY growth. Driven entirely by NM. Growth rate peaked in early '23 and been dropping ever since.
Image from JSG (@UndervaluedOnG)
Image from JSG (@UndervaluedOnG)
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$WCP Whitecap Resources Q326 🔥
Image from Vancouver Island Guy 🌊 (@VanIsleInvestor)
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🎙️ NEW PODCAST 🎧 In the latest episode of Oil Ground Up, I spoke with my long-time #oott friend Samir Madani of @TankerTrackers about the nuance of tracking ships through the Hormuz crisis and the effect of Tehran's latest attacks on MidEast oil flows. youtube.com/watch?v=0Czj5y-D…
Iran Is Attacking Tankers. Why Is the Oil Still Flowing?

Iran Is Attacking Tankers. Why Is the Oil Still Flowing?

Oil Ground Up host Rory Johnston welcomes Samir Madani, co-founder ...

youtube.com
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$CVE Cenovus Energy Q326 Preview
Image from Vancouver Island Guy 🌊 (@VanIsleInvestor)
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2026 oil market in a nutshell
Image from Rory Johnston (@Rory_Johnston)
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$cve $scr
Javier Blas (@JavierBlas) profile pictureJavier Blas
@JavierBlasOct 22
CHART OF THE DAY: With freight ballooning to prohibitively expensive levels, the physical oil market is breaking apart. Now, it’s all about location, location, location: depending of where, oil sells at a huge premia or an enormous discounts. Case in point, Canadian crude ⤵️
Image from Javier Blas (@JavierBlas)
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Why the recent poor performance
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Oil is up today, right? My portfolio would seem to indicate otherwise...
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Buffalo's drives this season: #1 of 32 in points per drive (3.13) #1 in drives ending in a score (57%) #1 in EPA per drive (1.15) #1 in series conversion rate (80.2%) punts on 19% of drives, the lowest in the NFL
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Update on Shell shares for USA Arc $aetuf holders: Shell OTC symbol available $RYDAF and expectation is for shares to be available under that symbol by 10/23
JSG (@UndervaluedOnG) profile pictureJSG@UndervaluedOnGSep 23
Still no $shel shares following the $arx.to $aetuf acquisition on 9/2. What gives @CharlesSchwab ?
Image from JSG (@UndervaluedOnG)
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Josh Allen threw a touchdown pass on this play
Image from NFL Memes (@NFLMemes)
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Assuming $wcp gets near $2B net at 3Q26 == a $1.4B net debt reduction YTD26. Annual interest expense down ~55M or $0.04/sh. Wouldn’t be surprised if a divy ⬆️ near this amount announced this Q
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WTI fairly valued at $97 based on the latest EIA comparative inventory analysis using data through 10/15/2026. Meanwhile, EU nat gas (purple star) trading at a $/bbl equivalent of $160. Congrats to those who get TTF/JKM pricing on their nat gas.
Image from JSG (@UndervaluedOnG)
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Based on today's EIA report, total petroleum stocks (MMbbls; including SPR) lowest on record dating back to at least 2011:
Image from JSG (@UndervaluedOnG)
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Need a 🚬 after that game #GoBills
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$CVE return of capital update
EnergyInvestor (@EnergyInvest0r) profile pictureEnergyInvestor@EnergyInvest0rOct 9
Cenovus bought back 4.46M shares in September. I am assuming the buybacks pace will be slower for the balance of the year (with more excess FCF being allocated to debt) while the acquisition situation is settled. Next year buybacks for real? 😂 $CVE $CVE.TO #COM #OOTT
Image from EnergyInvestor (@EnergyInvest0r)
Image from EnergyInvestor (@EnergyInvest0r)
Image from EnergyInvestor (@EnergyInvest0r)
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Lights out great energy pod with Canoe Energy and @CommodMkt podcasts.apple.com/ca/podcas…
Canoe Perspectives: in conversation with Jeff Currie

Canoe Perspectives: in conversation with Jeff Currie

Podcast Episode · Canoe Perspectives · October 8 · 59m

podcasts.apple.com
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