Why don't people understand this? Why do they still talk about myocarditis in young males? It's clearly what the government WANTS you to talk about.

European wind giant Orsted says it will conduct an emergency >$9 billion equity raising to shore up its balance sheet (the rights issue isn’t a surprise, but the size is nearly double market expectations). The right issue equals to ~50% of the company’s current market cap.

In the Netherlands, we have a tradition of so-called tiles (in the famous Delft blue) with meaningful sayings. We find this one particularly telling.

Strathcona Resources $SCR.TO executing well At current share prices, the $MEG.TO combination is almost priced in as successful If the merger doesn't work out, Adam Waterous has made the 10$/share capital return more official by confirming this in the Company's own materials

The greatest source of disinformation in world history. In 2021 Google handed full editorial control of its entire climate content search to the United Nations. The UN immediately ransacked & purged every image or article that questions its climate change swindle.

S&U #SUS with a positive TU Both Advantage and Aspen Bridging are performing well Credit advances and recoveries are up for both divisions Company warns that they would need higher credit facilities, while there is still 95m headroom, which is a very positive sign in my eyes

Good recovery from the Tier 2 bonds of Vanquis Banking Group (formerly Provident Financial) now that there is more clarity on the motor finance commission disclosure practices Trading close to par now Likely to be called @ par per 13-10-2026

MEG Energy $MEG.TO and Strathcona Resources $SCR.TO are now pricing in a higher likelihood of a successful merger after a strong run of $SCR.TO $SCR.TO offers 0.62 $SCR.TO shares and 4.1$ in cash, implying 26.42$ A 0.8% return on $MEG.TO's current share price of 26.2$/share

$BORR $HYG 2Q Adj EBITDA in-line w/ estimates Added 2026 work at ~$101k dayrate in 2Q (At 1Q25 was 35% contracted for 2026 at $152k; 2Q25 update is 47% util for 2026 at $139k) 10% coupon bonds now trading above par after news of ADES buying Shelf. Mexico market a topic for call

$SCR.TO continues its ascent. Now hitting ~ 43% returns + Divs from my accumulation buys (Mar-May) this year (2025). Strathcona leaving (higher cost production) BNN promoted names ( $ATH.TO ) behind as the Industrious Waterous era takes shape. #OilSands #Consolidation #Oil

Can we please get politicians elected who will eliminate inefficiencies and stimulate growth instead of amateurs simply rising taxes? Higher taxes throttle long-term growth potential and don’t really help anyone. Only politicians without real solutions follow this path.

I spent most of my active stock picking years with REITs trading at premiums over the S&P 500. I was not that active and not vocal about REITs from early 2010s till 2022. Now that REITs are at a discount to S&P 500. I'm very vocal, but ppl don't care. Lots to do out there!!!

$SCR.TO & $TNZ.TO only Canadian listed energy names with 52-week highs today. Congratulations to all parties involved in these two outperformers. - NCP team.

$DRR.U my largest position gone private. Great timing as there are other REITs we can still rotate into and play the privatization theme. Namely $HR.UN Started buying this last year at a 10% implied cap rate when everybody dumping on Michael Cooper.

Happy days I hold h/t Nugget Capital Partners (NCP)

$CVE ‘s offer is pretty lame. The $MEG.TO board came up with a worse deal with way more cash when that’s the last thing its shareholders should want. Now that $SCR.TO knows the counter offer it can negotiate directly with big MEG holders for lockups. Tender expires Sept 15.