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
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 📸)
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).
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…
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!
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.
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?
1
Oils going up ... bought another week's time. Didn't want the pre election war.
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
$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/…
$LTC.V Lotus Creek Exploration
Got TTF? $TNZ.TO
Europe and East Asia are set to be hit by cold snaps next week, in an early test of energy markets rattled by high prices and competition for LNG cargoes bloomberg.com/news/articles/…
Pumping iron ... yet again
Back -> chest -> tri -> bi.
Now onto leg extensions & curls. Then back Thursday.
All 1 droplet to failure.
6-10 first weight then hope for increments I can get 6 then drop to next weight. Yet to lose weight still over 200lb. Stress & sleep failure.
$BORR this is sad. Life is never without risk.
