Rock Creek Freak @rockcreekfreak
i find oil in spreadsheets… build a pipeline into my office Joined September 2021-
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As a NG investor, wish I would have seen this calendar sooner
Well this week we had a few companies release Q1 results but also some TSXV juniors recently released their yearend such as $HAM $CEI $LCX Below are YE2023 NAV multiples for the Canadian E&P universe up to today’s stock market close.
Pictured below here is an update to the Peace River oil property gross oil production up to the end of March 2024 $OBE
Pictured below here is an update to the Peace River oil property gross oil production up to the end of March 2024 $OBE https://t.co/ikjJmuu7o5
This graph is conerning - rigs have just started to climb #oott
Just got a corporate makeover, seeking client-facing shale investment banking roles (9 figure deal size minimum) if anyone has a lead let me know
Canada is in trouble. This is the ninth budget in a row that depends heavily on excessive borrowed money managed by an obesely bloated federal bureaucracy that is now 40% larger and 68% more costly than when the Liberals took power in 2015. Unwilling to live within the tax…
Wow, pretty bearish for #Telecoms Just called Rogers to complain about the disgraceful amount they have been charging me and they cut my monthly bill from $91 to $40 and gave me 75 GB instead of 20 that I had before. Things must be dire with discounts this large. $T $RCI $BCE
A few interesting charts from Arc Financial to supplement today’s BC natural gas price update.
A few interesting charts from Arc Financial to supplement today’s BC natural gas price update. https://t.co/UXA04TlNya
Today’s station 2 spot natural gas price is approximately $0.45/mmbtu (USD) in British Columbia. $0.67/GJ n Canadian dollars
Ouch $EOG
Here is the Pentane rate and volume performance on these wells. Pentane gets a premium to oil price generally. Interesting play and will be following, thanks for flagging @Kevin_AGraham
Here is the Pentane rate and volume performance on these wells. Pentane gets a premium to oil price generally. Interesting play and will be following, thanks for flagging @Kevin_AGraham https://t.co/37nhzD1JwD
Based on the hints on the Oil Production Plot image below, can you guess what this field is called? Bonus points if you get the Formation right as well!! $TVE
Jeff here with the correct answer! This field is Shell Jumping Pound now operated by $PEA Amazing asset history as the world’s first Sour Gas Plant! discoverapega.ca/stories/gettin…
Jeff here with the correct answer! This field is Shell Jumping Pound now operated by $PEA Amazing asset history as the world’s first Sour Gas Plant! discoverapega.ca/stories/gettin…
Canadian Natural Gas Prices Today, in $ CAD AECO: $1.45/GJ Station 2: $0.84/GJ
Don I had to battle through the hordes of mineral enthusiasts but found the only sodalite at the show. This specimen is from the Ice River Alkaline complex in Kicking Horse area by Golden.
Don I had to battle through the hordes of mineral enthusiasts but found the only sodalite at the show. This specimen is from the Ice River Alkaline complex in Kicking Horse area by Golden. https://t.co/U9zWh9JGwx
Awesome RBN write up below, encourage all to read it. XCL Energy Deck, the "Spur Petroleum of America." Reuters recently announced XCL (Backed by the Rice Brothers & EnCap, 55k boe/d) is for sale. files.catbox.moe/463xpt.pdf Utah Geological Background: files.catbox.moe/mnho7j.pdf
Awesome RBN write up below, encourage all to read it. XCL Energy Deck, the "Spur Petroleum of America." Reuters recently announced XCL (Backed by the Rice Brothers & EnCap, 55k boe/d) is for sale. files.catbox.moe/463xpt.pdf Utah Geological Background: files.catbox.moe/mnho7j.pdf
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Burnsco @garquake
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16K Followers 216 Following I invest in energy, wine, and quality growth. I mainly cover Canadian O&G producers and selected US tech companies. 🇦🇲 🇦🇲 🇦🇲 🏎 ⚽️🏀🏈🎾🥊🚴🏊♂️🏇
WTI Realist (Grid Con.. @WTIBull
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Kuppy @hkuppy
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Rory Johnston @Rory_Johnston
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Old Cactus Holdings @OldCactusOil
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Vigor_Commodity_Rodom.. @IgorAn9
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CEO🔺CA @ceodotca
9K Followers 2K Following The community for investors in junior resource and venture stocks. Join for free: https://t.co/oEW7v8JPfC
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Andrew Joubert @Andrew_Joubert
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Alana🇨🇦🇫🇮.. @finn_viqueen
1K Followers 1K Following What the eff. Tall. People are poison. https://t.co/Fj6DCGyfz9
Deni V @Deniv4416
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Chance Washburn @ChanceWashburn7
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Shitco Metals Inc. @Shitco_Metals
270 Followers 355 Following Since 1977, Shitco has been selling #gold & #silver we don’t actually have. Shitco is one of North America’s least trusted Bullion Dealers.
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1K Followers 303 Following Travel ✈️ |Beach 🌊|Yoga 🧘♀️|Love to read 📚|Hardworking person|Like to explore and experience new things|#windenergy|#travel🇺🇸
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21 Followers 538 Following Founder;CEO & Chief Engineer of SpaceX CEO & Product Architect of Tesla Inc. Founder of The Boring Company & Co - founder of Neuralink, Twitter
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Josh Wylie @JoshWylie14
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Josh Young @Josh_Young_1
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Shubham Garg @WhiteTundraSG
27K Followers 620 Following Founder/CEO @ White Tundra Investments. Betting on the world's growing thirst for Energy. I am not an investment advisor.
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16K Followers 216 Following I invest in energy, wine, and quality growth. I mainly cover Canadian O&G producers and selected US tech companies. 🇦🇲 🇦🇲 🇦🇲 🏎 ⚽️🏀🏈🎾🥊🚴🏊♂️🏇
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Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Razor Oil @RazorOil
15K Followers 360 Following 🇨🇦 Award-Winning #SAGD Engineer, Author “Apollo Autism” https://t.co/tJhpBPTu2Z |Technology Inventor | Helping navigating Energy INVESTING | Views my own 🫡🪒
Alberta, PhD (Poor/Po.. @Albertagarbage
6K Followers 1K Following A material girl in a renewable world *Garbage by name, Garbage by nature* #EFT
Bullish Trend @trend_bullish
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17K Followers 2K Following Calgarian Canadian, Strong Proponent of our Canadian oil patch 🛢⛽️ | Views expressed solely my own & not financial advice !
HFI Research @HFI_Research
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6K Followers 480 Following The OG of the O&G industry for 45+ years in various capacities. Most notably, I was a highly ranked O&G analyst as well as an energy fund manager.
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36K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my newsletter:
Chris in Canada 🍁 @chrisinmontreal
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🔥 🛢️ Gavin M... @conservativeoil
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First basket is out! IYKYK #CrawfishBoil2024 @DWildcatters @nimblephatty @FracSlap #EFT
For all those asking if you can bring a +1 to the crawfish boil, yes you can. Just have them register. We already have 200 people registered so you need to do it quick.
@OHare888 $300/hr we need a consumer strike
Just took the wife’s car in for a 20k mile service. Dealer says she needs a new set of tires and the breaks need to be serviced… Total for the break job and a set of new rubber is $6,000…that’s right WTAF is going on in our economy? Also noticed their “labor rate” is now…
🇨🇦 CANADA’S DEBT CRISIS 🧨 A thread 🧵 Canadian consumers, businesses, and governments have been accumulating debt at an unsustainable pace for over a decade and it’s starting to come to a head. Total debt in Canada (consumer, corporate, and government debt combined) has…
Alternate headline: Majors Overcommitted to Permian Gas Basin
Earnings for Big Oil backpaddle as natgas prices tumble #oott reuters.com/markets/commod…
Texas Natural Gas Prices Plummet After Pipeline Fire Intraday cash prices at Waha fall to about -$3 per million Btu Kinder Morgan shut a pipeline segment, trapping gas in region bloomberg.com/news/articles/…
There are now 2 people on Twitter who understand this
@HFI_Research Permian getting much more gassy ==> looks like shale peak approaching soon.
@calvinfroedge Whatever you’re selling I’m buying, young Samurai
Upstream producers: never forget what midstream providers have taken from us.
Berkshire Hathaway $BRK vs. Canadian Natural Resources $CNQ.TO 10 year performance with dividends reinvested 🤯 with avg annual return of 12.15% and 13.97% respectively. Norman Murray Edwards 🥇Warren Edward Buffett 🥈#COM 🫡🪒
@rockcreekfreak Love this analysis. The broad range of valuations relative to PDP reserves is a mystery to me given the efforts companies out into reserve evaluation. They tell investors what the company is worth and investors ignore it.
@EnergyCredit1 I wish WAHA were +$0.07, but since that pipeline blew up in Barstow on Friday morning WAHA is -$2.13 for the weekend… we ded ☠️
In Waterton and saw a mama bear with FOUR cubs plus one goofy elk 🥰 Once in a lifetime experience! #blessed Had to share the pics from my son’s camera - he just told me he thinks this place “is literally heaven on earth” ❤️
As a NG investor, wish I would have seen this calendar sooner
The Sept to Oct closure is pretty long but I’m actually happy they are closing it from a non-political perspective. I haven’t been here in over a decade back when you could park in the parking lot but less people regardless of who is great for the longevity of the park. The…
An agreement between B.C. and First Nations will see Joffre Lakes Park closed for parts of the year to protect "natural and cultural values." vancouver.citynews.ca/2024/04/25/jof…
@rockcreekfreak Trimulfrac I can’t say cause I’ve never been apart of one, but on zipper ops usually 2-4. It changes from E&P to E&P depending on how they run ops.
Completion operations Frac Wireline Pump down Crane Flowback Frac valves So many services are needed in order to hydraulically fracture oil & gas wells. A perfect symphony. #OFS
@BDEPardell @Deathswap1 @bankofcanada Well it seems the strong US economy is rolling over. Epic GDP miss today and some good macro accounts on Twitter showing private employment rolling over and that's with Biden juicing the economy. I'll take the other side of the trade and I expect more macro weakness. Also it…
Trends for United States
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