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Prikvačeni tweet
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!
#OOTT https://www.youtube.com/watch?v=JzoVQGxY55U&feature=youtu.be …pic.twitter.com/oQCjBVOmQI
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So much common sense. So much basic logic. Refreshing. What could any Quebecer possibly say to object to this???https://twitter.com/jkenney/status/1225220191862132736 …
1:24Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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:
#fintwitpic.twitter.com/15yOiZN6yM
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Eric Nuttall proslijedio/la je Tweet
Another win on the
#TMX 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.pic.twitter.com/vcTU3V0KYJ
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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
#OOTTpic.twitter.com/NA4OUJpK4A
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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
#OOTT :pic.twitter.com/5SgF5qjFeO
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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...
#OOTTHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
#OOTTHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
#OOTT :pic.twitter.com/vhdXCSfPfy
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Eric Nuttall proslijedio/la je Tweet
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.
#OOTThttps://www.lbc.co.uk/radio/presenters/nick-ferrari/whats-it-like-to-have-coronavirus-victim/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
#OOTTpic.twitter.com/9YCj0yGRxDPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
#OOTThttps://twitter.com/wrbailey8/status/1222888168975892480 …
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Looks like Ovintiv could have used some help from those pesky "smaller" Canadian investors after all!!!
#OOTTpic.twitter.com/YmZxMzxN0Z
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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!!!pic.twitter.com/AwYDDBbull
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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...
#OOTTPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
At first I thought this was just another funny post by
@thebullofbayst 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?#OOTThttps://twitter.com/thebullofbayst/status/1222456147732520960 …
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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???https://twitter.com/BloombergCA/status/1222237702147465216 …
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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...
#OOTTpic.twitter.com/uFP4l6zxZNHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
#OOTTpic.twitter.com/1ycgxNzbp6
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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 weaknesspic.twitter.com/vnGutgEdUL
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