Canadian Energy Analysis @CdnEngyAnalysis
Canadian Energy. Former sell side scrub, IR punching bag, corporate schmuck. Joined October 2014-
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More butts in seats research at the local spin class: n=38 (30F, 8M - anomaly) 20 wearing $LULU 7 wearing Alo, Vuori, $ATZ 3 couldn’t see 8 dudes in random $NKE, $UA, $ADDYY 1 thinking what 2027 multiple $LULU will trade at (me) 1 still owning Canadian energy (me)
More butts in seats research at the local spin class: n=38 (30F, 8M - anomaly) 20 wearing $LULU 7 wearing Alo, Vuori, $ATZ 3 couldn’t see 8 dudes in random $NKE, $UA, $ADDYY 1 thinking what 2027 multiple $LULU will trade at (me) 1 still owning Canadian energy (me)
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Going forward I will match Mike Rose’s $TOU purchases share for share* *on a 1 per 1,000,000 share equivalent basis
Going forward I will match Mike Rose’s $TOU purchases share for share* *on a 1 per 1,000,000 share equivalent basis
Boots on the ground market research at spin class this AM: n=47 33 wearing $LULU 8 wearing Alo, Vuori, $ATZ 5 wearing $UA, $NKE, $ADDYY 1 owning Canadian energy shitco’s (me)
Looking at PADD II weekly crude runs:
Friendly reminder, the only compounding that happens in Canadian energy is down: $CMG $MATR $NOA
Looking at $IMO multiples right now:
Saw Mr. Rose getting coffee this AM and caught a glimpse of a slide deck he was holding; labelled “New 5 year plan”. Gas volumes going to 10.0 Bcf/d from 3.3 Bcf/d & capex to $5B/yr. AECO to -$3/GJ. This is 100% satire. Hopefully. 🤞
Checking in on my gas weighted equity call options this AM:
When one of your positions executes perfectly for years, but dramatically underperforms and you continue to hold out hope:
With LNG Canada onstream I’m moving my gas weighted equity targets to fully unrisked: $AAV: $13 to $130 $ARX: $32 to $320 $BIR: $10 to $100 $KEL: $9 to $90 $NVA: $16 to $160 $PEY: $22 to $220 $PNE: $0.50 to $0.00 $POU: $24 to $240 $TOU: $75 to $750 All ratings to Super Buy
Vibe check: extremely high
I used AI to count how many times the team at Nugget Capital Partners (NCP) has been right this year and the results are astounding:
I used AI to count how many times the team at Nugget Capital Partners (NCP) has been right this year and the results are astounding: https://t.co/WE1jq3WTaj
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