Energy Realist (@energyrealist) 's Twitter Profile
Energy Realist

@energyrealist

Canadian, mostly oil & gas investor since the Covid WTI (-$37/bbl) futures print.

ID: 1253173499662757889

calendar_today23-04-2020 04:07:22

557 Tweet

606 Followers

76 Following

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Just want to get it on record that as of last week when #COM was almost totally absent from X for once and there was even a sharp drop in complaining about the Liberals for once that I was 98% long oil equities. Markets open in 25 mins....

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A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows ~19.1M shares @ $24.04. Prior to going public with the bid, SCR was...underwaterous on the purchases that they bought just months earlier. More importantly, makes it highly likely they will bid higher.

A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows ~19.1M shares @ $24.04.

Prior to going public with the bid, SCR was...underwaterous on the purchases that they bought just months earlier.

More importantly, makes it highly likely they will bid higher.
Energy Realist (@energyrealist) 's Twitter Profile Photo

$SOC - here is my digging again on what the OSFM is about to approve - their recommended CBAT technology solution. Helps to sort through noise of today's hearing. CCC separate to this.

Energy Realist (@energyrealist) 's Twitter Profile Photo

Now feels like April 2020. March 2020 parallel was a month ago. Keeping this on record. This was before Oil just broke the 2022 downtrend line last week.

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New portfolio ATH loading the little Canadian oilers a few weeks ago $IPO.TO $JOY.TO $SOIL.TO $OBE.TO + PD.TO on the breakout. Biggest regret is stopping following IPO as it was yielding 14% in early May, but this was only announced to market via the corp pres

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Back in InPlay $IPO.TO in a big way. Bought around a 12% yield over last month. Big news today that a 3rd party may purchase the InPlay shares held by Obsidian - 33% of o/s shares. IPO issued to OBE for recent Cardium assets acq. Up 3.2% on the day.