Wrote about $ACDC on Friday with a brief thesis. Good luck ya'll.

I’m getting more bullish on energy stonks by the day! Most hated sector by far!

$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.

Yes, this is why our camp is long #REITs. Very specific REITs but long nonetheless. Plenty of opportunity left in the space ⬇️

Onshore drilling market is joining offshore with an outlook for equipment supply constraints. Will be bullish for OFS when demand picks up. Deepwater offshore positioned best longer term due to time required for new floater supply to enter the market. $VAL $NE $RIG $SDRL

Eric Nuttall on BNN: “10% weighting in oil, lowest ever…except special situations like $MEG.TO and $ATH.TO …mainly in Gas…“ 🫣🪒

.Andrew Bell trying to drum on BNN ratings when he interjects to ask Eric Nuttall about $BTE.TO $BTE and cites it as being a drag on the portfolio. lol. Nuttall is full Appalachian shale natural gas and has left the Canadian oil bulls in the rearview. bnnbloomberg.ca/video/shows/co…

Insiders were buying the dip at $BIR.TO and $AAV.TO with fairly big buys today. Can anybody point to a public market purchase of $CNQ shares in the past 5-years from the management team. Even one? 🙄

Sentiment is so completely bombed out even among thematic permabulls like Nuttall. This is not what you see before a meaningful move lower. #oott

I guess the reason we don't see Nuttall's free cash flow yield charts anymore is because the US natural gas names probably can't afford serious buybacks. $EQT trading at 10x ev/ebitda. Risk reward doesn't seem good with that one but what do the Nugget Capital Partners know.

US #crudeoil stockpiles shrunk 6mb last week, the most since June, as imports fell and exports reached 4.4mbd. In addition, refinery demand remained at the highest seasonal level since 2019. A 2.7mb #gasoline draw was offset by a 2.3mb build in diesel as inventories continue to

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

Huge congratulations to the $DRR.U unit holders that got ahead of the take private! No position personally. $HR.UN is next to go! Nugget Capital Partners (NCP) DilithiumCap Chris in Canada 🍁 PerpetualValue

Perfect time to get bearish on crude after being bullish since 2020 steadfastly.

Nugget Capital Partners (NCP) Parrafincontrol globenewswire.com/news-release/2…

$MEG.TO shareholder Smead Capital Management is in an absolute uproar over the Cenovus deal. He says it is a rip off and below market ask. Dilutive to Cenovus investors. Woah.

Well this should be interesting... All the $MEG bros complaining how $SCR 's bid undervalued $MEG now have a $CVE offer worth less than value of the $SCR offer. The mental gymnastics on this should be fun....

Kind of makes you second question the entire market not just oil cos when $BTE.TO is up Zethus Capital ManitobaCanuck.