Eric Nuttall

@ericnuttall

Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator.

Bay Street
Vrijeme pridruživanja: lipanj 2009.

Tweetovi

Blokirali ste korisnika/cu @ericnuttall

Jeste li sigurni da želite vidjeti te tweetove? Time nećete deblokirati korisnika/cu @ericnuttall

  1. Prikvačeni tweet
    29. sij

    Have 10 spare minutes? Here is my 2020 energy outlook in which I walk through US shale growth deceleration, global offshore peaking, and why we should finally be entering into a multi-year bull market for oil in 2H'20. Better days ahead!

    Poništi
  2. prije 6 minuta

    So much common sense. So much basic logic. Refreshing. What could any Quebecer possibly say to object to this???

    Poništi
  3. prije 4 sata

    Oil and energy stocks have not been this mispriced since the Financial Crisis. Demand will ultimately return, 2021-2024+ supply crunch remains, and energy stocks discounting ~$46/bbl will be seen as a gift. Coronavirus info courtesy of Medcan:

    Poništi
  4. proslijedio/la je Tweet
    4. velj

    Another win on the pipeline for Alberta! Pleased to see this unanimous decision by the Federal Court of Appeal to reject this challenge. Now let’s get it built.

    Poništi
  5. 31. sij

    Coronavirus Panic Watch Part 2: the stock market is an emotional beast and fear makes us do stupid things in the short term. It’s natural. Selling energy stocks down 20%+ on a short-term demand hit will in time be regarded as a poor decision. Lysol wipes shelf this morning

    Prikaži ovu nit
    Poništi
  6. 31. sij

    US November data shows L48 growth decelerating month-over-month to a 917k bbl/d YOY run-rate. Heading lower in 2020 = most important catalyst (after coronavirus resolution) for sentiment inflection :

    Poništi
  7. 31. sij

    Other than buying a beta E&P (or Fund!) any ideas on the very best way to make a fortune from this panic? 6 month view for resolvement. Idea must not involve potential for margin call. Deep in the money call on a CDN midcap? Vol premiums = high BEP. Asking for a friend...

    Poništi
  8. 31. sij

    My thoughts go out to my friends (and their families) on the sales and trading desk of Howard Weil who were all very recently let go. The worst energy bear market in history claims more victims. Game of survivor.

    Poništi
  9. 31. sij

    Most would agree that the oil demand impact from the coronavirus will be a 1-2 quarter event (at most) with a likely snap back once things stabilize. Given that, it is curious that even companies with fairly strong hedge books for 2020 have been hammered :

    Poništi
  10. proslijedio/la je Tweet
    30. sij

    Intereview with British Guy in Wuhan that caught the Coronavirus on the 5th of December (one of the first). Says for most people it is very much like having the flu. Fully recovered. he was hit a bit harder as he had pre-existing cough.

    Poništi
  11. 30. sij

    Coronavirus panic watch: Purell/hand sanitizer is completely sold out at Shopper's Drug Marts in downtown Toronto. The 1 remaining location that has some is rationing them...1 per customer. Epic opportunity in energy stocks once fear subsides and rationality returns

    Prikaži ovu nit
    Poništi
  12. 30. sij

    The spirit of this plan should become a standard for the energy sector...the days of the VET CEO getting a 50% pay raise while underperforming the energy index or Ovintiv CEO making $70MM while his stock tanks 70%+ should be a thing of the past! Key to regaining inflows

    Poništi
  13. 29. sij

    Looks like Ovintiv could have used some help from those pesky "smaller" Canadian investors after all!!!

    Prikaži ovu nit
    Poništi
  14. 29. sij

    The Frontier oilsands project would have lower emissions intensity than the average refined barrel in the US + employ 2,500 Canadians + generate $55BN in much needed royalties and taxes for hospital and school construction. Only in Canada would we even debate approving this!!!

    Poništi
  15. 29. sij

    Perhaps those pesky “smaller” Canadian funds were engaged (vs. a new passive shareholder base?) and would vote against egregious pay packages (make $70MM while your stock tanks 70%...) and vote down a Board that has minimal inside ownership...

    Prikaži ovu nit
    Poništi
  16. 29. sij

    At first I thought this was just another funny post by so I checked the new Ovintiv site. Other than the photo editing it’s actually true! What $1MM/ year paid IR guy/gal thought cheering for fewer investors (of any size) is a good thing for the share price?

    Prikaži ovu nit
    Poništi
  17. 28. sij

    So just the power required to store old emails/unused data = 7% of total usage/emissions by 2030...23x the emissions of the Canadian oil sands! Wouldn’t the foreign-funded anti-pipeline eco-terorrists’ time be better spent if it was really about the environment???

    Poništi
  18. 27. sij

    Desk webcam of me starting to write the first sentence of my 2020 energy outlook about why oil is entering into a multi-year bull market while looking up at the quote screen showing another -3% coronavirus fear-induced sell-off...

    Poništi
  19. 27. sij

    Lots of fear and panic being priced into the WTI curve...sub $50/bbl is "end of days" for everyone...US shale producers and OPEC. Base case remains: demand hit to be temporary and panic-driven 15%+ sell off will be viewed as a gift in time

    Poništi
  20. 24. sij

    6) Canadian E&P's are the cheapest in the world yet have the highest free cash flow yields...without adequate egress. Normalized differentials in the medium term = another boost to FCF (and buybacks and dividends). Buy the panic...bull market post Q1 seasonal oil demand weakness

    Prikaži ovu nit
    Poništi

Čini se da učitavanje traje već neko vrijeme.

Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.

    Možda bi vam se svidjelo i ovo:

    ·