Keenan Davreux, CFA (@davreuxkeenan) 's Twitter Profile
Keenan Davreux, CFA

@davreuxkeenan

Spreadsheets are life | Investing in Oil, Real Estate, Financials, and Lumber | Credit Union enthusiast | Saskatchewan is home | Opinions expressed are my own

ID: 1187562352562049024

calendar_today25-10-2019 02:52:19

97 Tweet

280 Followers

377 Following

Keenan Davreux, CFA (@davreuxkeenan) 's Twitter Profile Photo

#Oil still hovering around the $65-70 mark. Too much noise with SPR, Omicron, OPEC, etc. For the forseeable future (Q1 22) I expect prices to hover around this area until the supply crunch in the markets starts to catch up. Too quote Eric Nuttall "Any day above $70 is a good day"

Keenan Davreux, CFA (@davreuxkeenan) 's Twitter Profile Photo

Food for thought as O&G names get hammered this week - many of the names I own are trading at prices below their original price when #WTI was trending around $65/bbl earlier this month. Investment thesis hasn't changed all that much. Nothing to worry about. #HODL

Burnsco (@garquake) 's Twitter Profile Photo

If want to hear a Canadian OIL Ceo talk at length about current energy situation be sure to watch Brian Schmidt with Tamarack Valley - Likely become a shareholder if give a listen as warning 😀 $tve.to #oott renmark-drupal.s3.amazonaws.com/vndr/tamarack-…

Gurgen Ayvazyan (@gugo907) 's Twitter Profile Photo

$CVE did an absolute monster buyback in February, buying back ~14.2m shares, leaving ~106m shares under current NCIB expiring on Nov 8/22. If they want to fully complete the NCIB in time then $CVE has to buy ~13.4m shares a month for the next 8m. They have the cash!!!!

$CVE did an absolute monster buyback in February, buying back ~14.2m shares, leaving ~106m shares under current NCIB expiring on Nov 8/22. If they want to fully complete the NCIB in time then $CVE has to buy ~13.4m shares a month for the next 8m. They have the cash!!!!
Keenan Davreux, CFA (@davreuxkeenan) 's Twitter Profile Photo

Just finished listening to Eric Nuttall presenting in Saskatoon. Felt pretty cool being one of the younger guys in that room. Eric also really knows how to "sell the sizzle" because I have never felt more bullish than I do now! #COM

SK Young Leaders (@skyoungleaders) 's Twitter Profile Photo

Join us on June 16th from 9am-12pm for our Development Days Reconciliation 101 workshop! Learning opportunities to attending are: - Pre-course survey - Reflection and learning - A brief historical walk through - Reflection on your own identity And MORE! buff.ly/3HjRS6O

Join us on June 16th from 9am-12pm for our Development Days Reconciliation 101 workshop! Learning opportunities to attending are:
- Pre-course survey - Reflection and learning
- A brief historical walk through 
- Reflection on your own identity 
And MORE!
buff.ly/3HjRS6O
Chris in Canada 🍁 (@tsxman) 's Twitter Profile Photo

44 new 52-week lows on the TSX today and 30% of them were green energy-linked stocks. Gives a re-think to what was being dubbed "the old economy" and the said green energy transition.

44 new 52-week lows on the TSX today and 30% of them were green energy-linked stocks. Gives a re-think to what was being dubbed "the old economy" and the said green energy transition.
BeegJJ (@beegjj) 's Twitter Profile Photo

#1 Eric Nuttall was on Marketcall That's one good looking laptop! - active on X - a morose among investors on the energy sector - investors need a reality check - his fund is up 20% - energy stocks are working

#1

<a href="/ericnuttall/">Eric Nuttall</a> was on Marketcall

That's one good looking laptop! 

- active on X
- a morose among investors on the energy sector
- investors need a reality check
- his fund is up 20%
- energy stocks are working