elliot weiss (@elliotweiss11) 's Twitter Profile
elliot weiss

@elliotweiss11

#OOTT

ID: 1439641129339826182

calendar_today19-09-2021 17:22:53

214 Tweet

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Anas Alhajji (@anasalhajji) 's Twitter Profile Photo

They predicted $100 oil in 2018... it did not happen They predicted $100 oil in 2019.. it did not happen They predicted #100 oil in 2021.. it did not happen They predicted an average of $100+ #oil in Q4, 2022 .. it did not happen. They fooled those who deserve to be fooled!

Gurgen Ayvazyan (@gugo907) 's Twitter Profile Photo

$BTE CF projections. YE 2023 FCY at $85 WTI $5 CAD AECO & ($18) WCS diff. ~19% EV/DACF 2.9x EV/FCF 5.6x By 2025 $BTE can repurchase ~25% of current SO. 12m TP ~$8.5 CAD, discount rate used 17% #com #oott

$BTE CF projections. 
YE 2023 
FCY at $85 WTI $5 CAD AECO & ($18) WCS diff. ~19%
EV/DACF 2.9x
EV/FCF 5.6x
By 2025 $BTE can repurchase ~25% of current SO.
12m TP ~$8.5 CAD, discount rate used 17%
#com #oott
Heinrich Leopold (@leopoldheinrich) 's Twitter Profile Photo

#natgas As I thought it can not get more intense, nature tops it again with a December 6 forecast beyond imagination. Barents Sea, Bering Sea, Grönland Street (red circle) are closed and poised to freeze off. Freezing line goes deep into the heart of the South (yellow circle).

#natgas
As I thought it can not get more intense, nature tops it again with a December 6 forecast beyond imagination. Barents Sea, Bering Sea, Grönland Street (red circle) are closed and poised to freeze off. Freezing line goes deep into the heart of the South (yellow circle).
Alexander Stahel 🌻 (@burggrabenh) 's Twitter Profile Photo

China's LNG imports were 33% lower yoy in October and 20% for the year. If one includes somewhat higher (i.e. cheaper) pipeline imports from Russia, China remains 19% lower year-over-year in October. #LNG Casiocat Michael Kao @AlessioUrban WifeyAlpha

China's LNG imports were 33% lower yoy in October and 20% for the year. 

If one includes somewhat higher (i.e. cheaper) pipeline imports from Russia, China remains 19% lower year-over-year in October.  

#LNG <a href="/kittysquiddy/">Casiocat</a> <a href="/UrbanKaoboy/">Michael Kao</a> @AlessioUrban <a href="/WifeyAlpha/">WifeyAlpha</a>
Austin Linney (@austinlinney) 's Twitter Profile Photo

Closing on our first Acquisition of an existing company HVAC, Electric, and plumbing in 60 days. The 25-year-old company does 3.7-3.9 million a year with a Cash flow of 750-850k. They do no marketing and everything is still on paper.

Giovanni Staunovo🛢 (@staunovo) 's Twitter Profile Photo

Workers at Britain's biggest oil refinery launch two weeks of strike action over pay #oott morningstaronline.co.uk/article/b/work…

Gurgen Ayvazyan (@gugo907) 's Twitter Profile Photo

$MEG CF projections. YE 2023 FCY at $85 WTI $5 CAD AECO & ($18) WCS diff. ~20% EV/DACF 3.8x EV/FCF 5.8x By 2025 $MEG can repurchase ~33% of current SO. 12m TP ~$22.5 CAD, discount rate used 15% #com #oott

$MEG CF projections. 
YE 2023 
FCY at $85 WTI $5 CAD AECO &amp; ($18) WCS diff. ~20%
EV/DACF 3.8x
EV/FCF 5.8x
By 2025 $MEG can repurchase ~33% of current SO.
12m TP ~$22.5 CAD, discount rate used 15%
#com #oott
Collin Eaton (@collineatonhc) 's Twitter Profile Photo

Via ⁦benoit faucon⁩ ⁦Summer Said⁩ The specter of an oil-sup­ply shock this win­ter has cre­ated a dilemma for OPEC and its wider cir­cle of crude pro­duc­ers about whether to re­verse course on the pro­duc­tion cuts it set last month. wsj.com/articles/loomi…

Collin Eaton (@collineatonhc) 's Twitter Profile Photo

The U.S. is poised to grant a license to Chevron Corp. to pump oil in Venezuela, a policy shift that would ease yearslong sanctions and could open the door for other oil companies to do business there. wsj.com/articles/u-s-p… via The Wall Street Journal

Javier Blas (@javierblas) 's Twitter Profile Photo

Over the last 40 hours, the UK wind power industry has swung from producing 16.4 GW to generating 0.4 GW The drop in electricity production is equal to, give or take, switching off 14 nuclear power stations. That's the reason why UK power markets are tight today.

Peter Sutherland (@econ_713) 's Twitter Profile Photo

It’s only taken 200mm bbls from storage, rolling lockdowns, & record-low Open Interest to get Brent to <checks notes> $83. Short-term fixes to a structural problem. Spec length already flushed, #OPEC Sunday, EIA draw again Thurs. Avalon Diner crowd is Bullish. #OOTT #oil #EFT

Anas Alhajji (@anasalhajji) 's Twitter Profile Photo

🟥BP Statistical Review of World Energy is like an energy bible for many of us. Now "BP weighs ending its 70-year-old Statistical Review of World Energy"🟥 Please let bp know that we appreciate their efforts & the Review is needed by researchers, analysts, & traders #OOTT

Stephen Stapczynski (@sstapczynski) 's Twitter Profile Photo

Europe's natural gas price cap may actually INTENSIFY the energy crisis 🇪🇺⚠️ 📈 A price ceiling without a cap on demand risks worsening the gas supply deficit by incentivizing consumption 🚢 LNG may move to Asia if prices are higher than Europe's cap bloomberg.com/news/articles/…

Europe's natural gas price cap may actually INTENSIFY the energy crisis 🇪🇺⚠️

📈 A price ceiling without a cap on demand risks worsening the gas supply deficit by incentivizing consumption
🚢 LNG may move to Asia if prices are higher than Europe's cap

bloomberg.com/news/articles/…
Karim Fawaz (@karim__fawaz) 's Twitter Profile Photo

For oil markets, it’s fair to say that 2022 has been one for the history books. Price/volume swings and government interventions at a scale and frequency we've never seen before. Mega year-end thread of the 22 key oil numbers of 2022. #OOTT #oil #OPEC

Richard Meyer (@richardmeyerdc) 's Twitter Profile Photo

Natural gas has been responsible for 61 percent of carbon dioxide emissions savings in the U.S. electric power sector since 2005.

Natural gas has been responsible for 61 percent of carbon dioxide emissions savings in the U.S. electric power sector since 2005.