All Hail! Canadian Oil Mafia (Sergeant); Pragmatic Investor. #ClimateClaire deny’er. Free Cash Flow is the Way to Save Thee ✊🏽🏴☠️ #COM #EFT
Vancouver, British Columbia
Joined July 2020
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- Following377
- Followers6.9K
- Likes23.3K
Wait till the Dems 🇺🇸 learn the #truth about how bad #trump hid infrastructure damage externally and drained internal sources to keep a lid on #energy prices. Even the LP 🇨🇦 did a 180 on the need to invest in #oil #gas. Dems will need to secure supply with no organic growth ops🏴☠️
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#Oil God retweeted
They wanted regime change in Iran and killed an 80+-year-old man who had cancer and was dying anyway.
The result?
- Saudi Arabia got its ass kicked by Ansar Allah
- Israel is facing a regime change because Benjamin Netanyahu couldn't win the election
- Trump lost the midterms and handed the Democratic Party a guaranteed win in the next Presidential election nuking JD Vance and Marco Rubio’s Presidential dreams.
- Israel became the most hated country in the world
- Israel, a seven-decade American ally becomes the most hated country in America
- Regime change in both Israel and America
- Iran consolidates power and becomes popular and more relevant in global politics
Tel Aviv and Washington provoked an unpopular war in Iran but Iran came out victorious.
These last 2 years will be horrible for Trump, because even the Republican Party will blame him for destroying their party.
#Oil God retweeted
- Hegseth wanting to live stream an execution by firing squad weeks before the midterms
- launching the Iran war without building the strategic petroleum reserve and lying to everyone about why you’re doing it and how long
- constant lying about how close this war was to over
- Trump listing Trumpcoin, Melaniacoin, rugging both and then charging for access to DJT
- Musk saying money won’t matter in the future
- Trump’s blatant insider trading, he has traded about 2800 times this year (I thought you were already a billionaire?)
- his sons’ insider trading
- kushner’s deals and bribes
- no progress in Ukraine
- explaining people’s financial complaints on inflation away by pointing to the stock market
- complete betrayal of promise of no wars and no deficit enlargement
- Trump wanting to put his name on everything (palm beach airport, Kennedy center) and focusing on real estate projects and triumphant arches and enrich himself the moment he got into office
- constant talk of the ballroom (who the fuck cares?)
- threats to Canada, Greenland
- choosing each candidate himself
Every bit of this defeat is on Trump and Trump alone. He has done incomprehensible damage to the GOP and needs to be removed from it like a stain. Conservatism needs a new leader with principles
Nothing embodies this first 2 years more than the ballroom. Corrupt in its funding, with eyes exclusively to the president’s glorification and only the elites’ enjoyment.
Now we watch the country rinse itself of this overbalance and deal with some of the worst democrats on the planet, now in power exclusively because of the president
Edit: forgot the Epstein files
#Oil God retweeted
Boom 💥 $CVE.TO Debt under $3B , FFF $3.569B, production 1mm boe/d, basically FFF YTD of $8.6B already paid for the entire $MEG.TO acquisition…🤯🪒
$CVE.TO Cenovus will report tomorrow ~estimating 1mm boe/d and FFF about $3.2B suggesting company trades around 16% FFF yield and 70k boe/flowing ,excluding $ATH.TO deal and including the refinery business, of course made bunch of assumptions here...
When it comes to the Sep-26 reported monthly oil production rate for former $MEG.TO CLN asset we are at 116,771 bbl/d. Previous month oil production was 115,076 bbl/d, yielding change in production oil rate of 1.47%. The acquisition value already at 72k boe/flowing and will be at 50k boe/flowing when they achieve 150,000 bbl/d, which they will. This is likely the development cost for this asset....
This is the strategy and will be the strategy for Athabasca oil as shared in the recent videos i made for the community.
In my view, $CNQ.TO and $SU.TO made a big mistake not identifying the opportunity. $SCR.TO $GFR.TO management understands very well what $CVE.TO is doing here.
Cenovus basically becoming an ETF combined from legacy assets, Husky, MEG Energy and Athabasca. Good work.🫡🪒
#Oil God retweeted
$CVE.TO Cenovus will report tomorrow ~estimating 1mm boe/d and FFF about $3.2B suggesting company trades around 16% FFF yield and 70k boe/flowing ,excluding $ATH.TO deal and including the refinery business, of course made bunch of assumptions here...
When it comes to the Sep-26 reported monthly oil production rate for former $MEG.TO CLN asset we are at 116,771 bbl/d. Previous month oil production was 115,076 bbl/d, yielding change in production oil rate of 1.47%. The acquisition value already at 72k boe/flowing and will be at 50k boe/flowing when they achieve 150,000 bbl/d, which they will. This is likely the development cost for this asset....
This is the strategy and will be the strategy for Athabasca oil as shared in the recent videos i made for the community.
In my view, $CNQ.TO and $SU.TO made a big mistake not identifying the opportunity. $SCR.TO $GFR.TO management understands very well what $CVE.TO is doing here.
Cenovus basically becoming an ETF combined from legacy assets, Husky, MEG Energy and Athabasca. Good work.🫡🪒
#Oil God retweeted
I made Iran's 7 demands into an easy-to-understand chart.
If you think the US Gov is even partially run by Israel, then you know there is no deal here.
And even if there is, it only lasts a couple weeks anyway, before all promises are broken because they're all complete liars
Iranian officials have left Doha following indirect negotiations with Washington, as a draft proposal for a potential agreement circulates
Iran's 7 conditions to end the war
1. End all military hostilities across the region, including Lebanon, Yemen, Iraq and Gaza.
2. Release frozen Iranian assets held in foreign banks.
3. Lift the U.S. naval blockade of Iranian ports.
4. Remove economic and political sanctions against Iran.
5. Withdraw U.S. troops from the region.
6. Pay war reparations for damages caused during the war.
7. End U.S. threats and hostile rhetoric directed at Iran
#Oil God retweeted
People are struggling. They are literally at their breaking point.
American soldiers are dying in a war Trump promised to never start and their families are grieving.
Working parents are having to choose between buying food for their kids and filling up their gas tank so they can even get to work, foreclosures are through the roof because the war has driven up the cost of EVERYTHING needed to survive so house payments are being put on the back burner, and Trump literally laughs during his rally saying he doesn't care because he and his billionaire buddies are making "a ton of money" off it.
When asked when the war in Iran will end, he smiled and replied, "When I decide I want it to."
I have never hated a man as much in my entire life.
I am so sorry I campaigned for this.
#Oil God retweeted
History Lesson:
If #Canada builds a second TransMountain pipeline, the oil majors will be all over the Canadian oil assets!
Canadian #oil stocks will go through the roof with a second pipeline, simply because oil majors will buy them out to control the flow to the international markets.
We have argued in a couple of reports that the entry of the oil majors to shale plays doesn't make any financial sense unless it is about control.
What we see here is a repeat of history: The Seven Sisters trying to control US independents. In the past, it has been done through the Texas Railroad Commission and the federal government. Now through direct acquisition
$XOM $CVX
Oct 2023: anasalhajjieoa.substack.com/…
#Oil God retweeted
Eric Nuttall bought Athabasca for pennies. Today Cenovus is paying $12.
He's not cashing out.
"We will tender for 100% Cenovus shares and keep them as we see 40% upside in Cenovus at $70 WTI." @ericnuttall
"This will go down as the greatest buy of my career."
inthemoneypod.com/stocks-won…
#Oil God retweeted
anyone with above room temperature IQ knows they are lying
-the strait is closed
-oil is not flowing
-inflation is not 3%
-the bond market is not okay
-gas prices will not go down to $2
-the war will not end after the midterms
#Oil God retweeted
$CVE.TO * Cenovus Energy Inc. (CVE-T, “buy”) to $52 from $50. Average: $52.44.
Analyst: “Strong oil sands volumes and a solid contribution from the U.S. downstream business, despite maintenance at Lima beginning in September, should position Cenovus to reach its $4-billion net debt target in early 4Q26 at current strip pricing. Achieving that milestone would shift the return-of-capital framework to 100 per cent of excess free cash flow vs 75 per cent currently. Combined with positive estimate revision potential and the company’s upcoming January 2027 investor day, we see a favourable setup heading into results.”
Oil stocks are getting bought after any sells.. base building for higher highs 🏴☠️
The lack of follow through is likely just lack of conviction on how long prices spike 🏴☠️
Odd to see oil equities ignoring the spike in oil prices these past few days. Reminds me of the miserable days of past, where they would sink when oil dropped and ignore the rise when oil spiked.
Perhaps the market is thinking taco or recession and oil will be heading down soon?
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