Canadian Energy Analysis @CdnEngyAnalysis
Canadian Energy. Former sell side scrub, IR punching bag, corporate schmuck. Joined October 2014-
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Thinking of starting a position in $CSU after watching it go up over 24,000%, telling myself it was too expensive for the last 20 years. This is your mega top signal.
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Overheard at the local $LULU: Him: “did you know this is the worst performing stock in the S&P500 YTD?” Her: “do these make my butt look good?” Busiest shops this AM: 1. LEGO / $AAPL tied 2. $LULU Literally zero customers: 1. Alo / bunch of others tied
Getting old means zooming in 300% just to be able to read these microscopic footnotes in the $SCR deck. I’d vote against their deal on this premise alone.
More butts in seats research at the local spin class: n=38 (30F, 8M - anomaly) 20 wearing $LULU 7 wearing Alo, Vuori, $ATZ 3 couldn’t see 8 dudes in random $NKE, $UA, $ADDYY 1 thinking what 2027 multiple $LULU will trade at (me) 1 still owning Canadian energy (me)
More butts in seats research at the local spin class: n=38 (30F, 8M - anomaly) 20 wearing $LULU 7 wearing Alo, Vuori, $ATZ 3 couldn’t see 8 dudes in random $NKE, $UA, $ADDYY 1 thinking what 2027 multiple $LULU will trade at (me) 1 still owning Canadian energy (me)
Going forward I will match Mike Rose’s $TOU purchases share for share* *on a 1 per 1,000,000 share equivalent basis
Going forward I will match Mike Rose’s $TOU purchases share for share* *on a 1 per 1,000,000 share equivalent basis
Boots on the ground market research at spin class this AM: n=47 33 wearing $LULU 8 wearing Alo, Vuori, $ATZ 5 wearing $UA, $NKE, $ADDYY 1 owning Canadian energy shitco’s (me)
Looking at PADD II weekly crude runs:
Friendly reminder, the only compounding that happens in Canadian energy is down: $CMG $MATR $NOA
Looking at $IMO multiples right now:
Saw Mr. Rose getting coffee this AM and caught a glimpse of a slide deck he was holding; labelled “New 5 year plan”. Gas volumes going to 10.0 Bcf/d from 3.3 Bcf/d & capex to $5B/yr. AECO to -$3/GJ. This is 100% satire. Hopefully. 🤞
Checking in on my gas weighted equity call options this AM:
When one of your positions executes perfectly for years, but dramatically underperforms and you continue to hold out hope:
Canadian Energy Analysis retweeted
Wells underperforming an aggressive type and they are struggling with balancing load fluid and right sizing fracs. Reservoir energy used to recover water initially; stunts long term EURs. Would say a good analogue is something like Veren Karr right east of the overpressure line.
Wells underperforming an aggressive type and they are struggling with balancing load fluid and right sizing fracs. Reservoir energy used to recover water initially; stunts long term EURs. Would say a good analogue is something like Veren Karr right east of the overpressure line. https://t.co/uLt7i1FnJf
With LNG Canada onstream I’m moving my gas weighted equity targets to fully unrisked: $AAV: $13 to $130 $ARX: $32 to $320 $BIR: $10 to $100 $KEL: $9 to $90 $NVA: $16 to $160 $PEY: $22 to $220 $PNE: $0.50 to $0.00 $POU: $24 to $240 $TOU: $75 to $750 All ratings to Super Buy
Canadian Energy Analysis retweeted
I am not sure what direction we take the research -- but I do know it feels like our duty to defend MEG against some of the absolute dipshits like this out there. Here is a thread on it, and here is part of our paper on MEG: htmresearch.s3.us-east-2.amazonaws.com/MEG.pdf
I am not sure what direction we take the research -- but I do know it feels like our duty to defend MEG against some of the absolute dipshits like this out there. Here is a thread on it, and here is part of our paper on MEG: htmresearch.s3.us-east-2.amazonaws.com/MEG.pdf
Vibe check: extremely high
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