BeegJJ @BeegJj Twitter profile

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BeegJJ

2 months

My Monthly Charity Contest returns for another full year starting in September. Till then, my mom has 5 picks for June I have 5 picks for July I'm undecided for August I don't lack ideas. 🌞

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BeegJJ

@BeegJj

1 year

#1 @ericnuttall was on @marketcall . - Huge divergence between narrative vs reality for #Oil - Inventories tells you health of oil is strong - China/India with record demand - Refiners see strong oil demand - Airlines are close to record summer demand

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BeegJJ

@BeegJj

2 years

Sold all my $su $arx.to $cve $pne.to $gxe.to. Sold 50% $tve.to $sgy.to. My bro is now mortgage free! Thank You O&G! I couldn't of done it without your help! The portfolio is down, but not out! #oott

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BeegJJ

@BeegJj

9 months

#1 @ericnuttall was on marketcall This is his coverage on stocks $vet - was a short-term holding in Jan - cost him performance - blindsided by Irish windfall tax - 2.7x at $80 25% fcf - 25% fcf returned by buybacks - lost leverage to european gas exposure (cont.)

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BeegJJ

@BeegJj

4 months

#1 @ericnuttall was on Marketcall Oil market was victim to 3 false scenarios 1) weak oil demand 2) surging U.S. production 3) an induced price crash to install discipline to shale producers Today - demand at record highs - every metric shows very strong oil demand

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BeegJJ

@BeegJj

8 months

#1 @ericnuttall was on BNN - sentiment is deplorable, horrific - global inventories are the lowest since 2017 - massive breakdown from fundamentals - demand is not as strong as we thought - supply has grown more than we thought - this oil price doesn't work for OPEC

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BeegJJ

@BeegJj

9 months

#1 @ericnuttall Top 3 Picks 1) $cpg - 100% upside - has shifted to Montney play - decades of inventory - might be largest active SH - trades at 2.8x cf at $80 - 22% fcf, 50% going to SH - it's looking for opportunities - using new frac techniques (cont.)

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BeegJJ

@BeegJj

11 months

My thesis by year end WTI $85-$90 O&G 20-30% upside $cnq $100 $su $54 $cve $32 $wcp $cpg $14 $sgy $11 $tve $5 I own all the above At those prices I trim 50% Not selling $wcp $cpg I don't drink or do drugs. Maybe I should start? 😉 My portfolio agrees. 85% o&g weighing.

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BeegJJ

@BeegJj

4 months

#1 Barry Schwartz, CIO & Portfolio Manager, Baskin Wealth Mgmt - something has changed with large cap 🇨🇦 energy - flush with cash - balance sheets are in perfect shape - by end of 2025, ~8 of them will be returning 100% of fcf to SH - these are the new dividend kings

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BeegJJ

@BeegJj

5 months

Oil just hit $80. $ath >$5.00 $cpg >$10.00 $cnq is a few dollars from $100 Just a few of our wonderful 🇨🇦 o&g companies! Even $bte is green. Green with envy? 😂

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BeegJJ

@BeegJj

4 months

#1 @ericnuttall was on Marketcall His top 3 picks: $cpg $bte $pd $cpg - a misunderstood stock - spent 2 years repositioning into the Duvernay & Montney - Duvernay over a decade of high-quality inventory & the Montney with 2 decades - 60% fcf to SH (cont)

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BeegJJ

@BeegJj

1 year

#1 @ericnuttall was on marketcall. Top picks (1) $cve - number 1 large cap pick - 17%-22% fcf at $80-$100 - bulletproof balance sheet - 30+ yrs inventory - 50-100% upside at $80-$100 - should hit debt tgt Q2 2024 = 100% fcf to SH - at a discount to peers

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BeegJJ

@BeegJj

10 months

#1 @ericnuttall was on Marketcall today - still a fear of recession - record oil demand - demand will continue to grow - excited on the supply side - twilight of US shale --> financial constraints by SH --> wells are getting worse & gassier - KSA curtailing volume

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BeegJJ

@BeegJj

9 months

#1 @ericnuttall was on BNN - huge sell off 15% - 2 markets - physical, with a 2 day lag, can tell you what global gasoline, diesel & jet fuel demand is doing - demand is not the issue, neither the supply - inventories continue to fall

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BeegJJ

@BeegJj

6 months

WCS! I had to take a second look! Look at that jump on WCS! Almost US$60. C$80.49 Differential $73.66 - $59.88 = $13.78 😯 I'm noticing. Will the market notice?

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BeegJJ

@BeegJj

4 months

If I was to sell 2k shares of $cpg, my remaining 8k shares would be free. If I was to sell 3k shares of $wcp, my remaining 7k shares would be free. This doesn't even count all the dividends I've collected. I ❤🇨🇦 Energy

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BeegJJ

@BeegJj

10 months

#1 @ericnuttall Top Picks Sept. 23 2023 1) $cve - meaningful leverage at $90 - final debt tgt. by January. Then 100% fcf to SH - presently trading at 17% fcf - should trade at 6x multiple & 10% fcf = 50% price upside at $90 Meaningful buybacks = re-rating

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BeegJJ

@BeegJj

8 months

You know what is priceless? Take a look at @ericnuttall facial expression when a caller calls in saying that $su is 🇨🇦 premier oil name! 😂 I can't stop laughing! I own $su shares. Should I start crying? #oott

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BeegJJ

@BeegJj

3 months

$cve has just released its ER. I'll type up the highlights later after I'm back. Increasing base dividend 29% to a quarterly $0.18 per share. Payable June 28 to SH of record on June 14 Also a special dividend! $0.135 per share. Payable May 31 to SH of record on May 17! Oh ya!

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BeegJJ

@BeegJj

3 months

#1 @ericnuttall was on Marketcall - golden age for 🇨🇦 oil companies - TMX should be operational in a few weeks - it has clearly shrunk the differential - which was a big reason why foreign investors weren't investing in 🇨🇦 - huge fcf at the current oil price

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BeegJJ

@BeegJj

24 days

#1 @ericnuttall was on Marketcall That's one good looking laptop! - active on X - a morose among investors on the energy sector - investors need a reality check - his fund is up 20% - energy stocks are working

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BeegJJ

@BeegJj

2 months

#1 @ericnuttall was on Marketcall - big liquidation of net speculative length - at a 5 month low - complete elimination of any political risk premium - went to 33% cash - actively spending that - spent $500M over the last week & a half - key OPEC meeting soon

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BeegJJ

@BeegJj

4 months

Say hello to my little friend. I've been wearing this thing that Davinci probably invented (he was a genius) for a 3rd month 2 years of not walking. In 3 weeks it's coming off. With a special boot I'll be walking That day is a day before my birthday. What a great gift! 🌞

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BeegJJ

@BeegJj

24 days

#1 @ericnuttall was on marketcall. His top 3 picks are $bte $bte.to $nva $nva.to $pd $pd.to $bte - a long-time holding - a long-time laggard - still holding because of the large price disconnect - 13 years of safe-side inventory of high-grade EF acreage & other assets (cont)

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BeegJJ

@BeegJj

3 months

#1 @ericnuttall was on BNN - having the removal of any geopolitical risk premium - this is a good thing - it's removing some volatility with big oil price moves - heading into summer where seasonal demand ⬆️ - inventories falling to the lowest levels in history by year end

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BeegJJ

@BeegJj

5 months

#1 $wcp year ended 2023 results - 11% production per share growth - achieved 2nd of 2 net debt milestones - 2023 production 156,501 boe/d - 103,104 bbl/d of light oil &liquids - 320,922 mcf/d nat gas - fff $838M - net debt <$1.4B - 0.7x debt to EBITDA

Whitecap Resources Inc. announces 2023 results and reserves, operations update and updated 2024...

CALGARY, AB, Feb. 21, 2024 /CNW/ - Whitecap Resources Inc. ("Whitecap" or the "Company") (TSX: WCP) is pleased to report its operating and audited financial results for the three and twelve months...

boereport.com

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BeegJJ

@BeegJj

10 days

#1 I've been friends with 10k shares of $wcp $wcp.to since 2020. This report is simply "magnifique" Q2/24 ER - net income $244.5M $0.41/share - ff $426.4M - fff $222.6M - net debt $1.3B EBITDA ratio of 0.6x - record quarterly production 177.3k boe/d

Whitecap Resources Inc. continues operational momentum and achieves record production | BOE Report

CALGARY, AB, July 24, 2024 /CNW/ - Whitecap Resources Inc. ("Whitecap" or the "Company") (TSX: WCP) is pleased to report its operating and unaudited financial results for the three and six months...

boereport.com

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BeegJJ

@BeegJj

2 months

#1 @ericnuttall was on BNN - selloff in oil was unjustified based on fundamentals - the financial market is 30-50x bigger than the physical one - the market panicked on the idea of voluntary cuts returning starting in October - can get selloffs by algos & such

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BeegJJ

@BeegJj

7 months

Delightfully Delicious Decadent Dividends Directly Deposited Dis Day 🌞 $cj $1,200 $hwx $700 its quarterly $pey $220 $sgy $160 $tve $100 $wcp $608 $2,988 oh ya! Dividends make a lot of cent$ Good Morning!

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BeegJJ

@BeegJj

5 months

Someone's knocking at the door Somebody ringing the the bell Do me a favor Open the door, let 'em in, oh ya 😉 5:30am & payday has arrived $2,553 $cj $1,200 $pey $220 $sgy $200 $tve $125 $wcp $608 Next week $tou $350 + $210

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BeegJJ

@BeegJj

3 months

I became iron-free yesterday. Still can't walk but it's getting closer. Been almost 2 years. I have patience & a very cheap slipper. 🌞

BeegJJ

@BeegJj

4 months

Say hello to my little friend. I've been wearing this thing that Davinci probably invented (he was a genius) for a 3rd month 2 years of not walking. In 3 weeks it's coming off. With a special boot I'll be walking That day is a day before my birthday. What a great gift! 🌞

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BeegJJ

@BeegJj

10 months

Only my money. Only my risk. Yesterday I sold my copper stocks & added to my o&g. Now over 90%. I'll stick to the sector that's making insane fcf at $85 WTI. A sector that does buybacks & pays dividends. A sector that will be with us for a while longer! #oott

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BeegJJ

@BeegJj

5 months

Bro & dad. Today's his 87th birthday (dad) I'm 3 months from walking. Then its back to Pizza night with dad. It won't be 87 candles but 87 pepperoni slices....that's just on his half! Oh ya! I'm so lucky to have both my parents still causing trouble! ❤ Bonjour de Montréal 🌞

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BeegJJ

@BeegJj

7 months

A big reason for the underperformance of 🇨🇦 o&g has been potentially the 2 year delay of the TMX. No longer! The variance has been approved! I bet even $cve stock will respond positively. Stay warm everyone. Stay safe!

Canada Energy Regulator

@CER_REC

7 months

The Commission of the #CER has approved Trans Mountain's variance application with conditions: . The reasons for the decision will be released in the coming weeks. Trans Mountain can now use 30-inch pipe for the 2.3-km section near the Fraser River in B.C.

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BeegJJ

@BeegJj

14 days

Rick Rule on 🇨🇦 o&g - cheap as they've ever been - not buying $tou, he already owns so much of it - why wouldn't a 🇨🇦 own $fru? - $cnq is a fairly intelligent choice, but mid-caps are cheaper - $arx is one of those mid-caps that are stupidly undervalued - gvt. change = ⬆️⬆️⬆️

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BeegJJ

@BeegJj

11 months

#1 @ericnuttall was on BNN this morning. I'll start with his highlighted picks. $bte $meg $cve Share the following attributes : - heavy oil exposed - deep inventories - trading at 1/3 to 1/2 of historical values - fcf at $80. BTE 28%, MEG 19%, CVE 15%

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BeegJJ

@BeegJj

10 months

$tve just received $123M of cash for selling non-core west central Alberta assets (Cardium). $tve.to

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BeegJJ

@BeegJj

8 months

#1 @ericnuttall was on Marketcall yesterday Nov 22 2023 - violent selloff of oil - financial demand for oil has collapsed - $200M paper barrels of oil have been sold - stop losses triggered, technical levels breached & a total washout

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BeegJJ

@BeegJj

4 months

National Bank raises targets $cnq 120 $cve 38 $imo 120 $su 75 $aav 12.5 $arx 33 $cpg 19 $fru 18 $hwx 10.5 $kel 9 $meg 37 $nva 15 $ovv US68 $pey 18.5 $pou 40 $psk 18.5 $sde 5 $vet 22

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BeegJJ

@BeegJj

4 months

Look who's back from Wien. @ericnuttall is on Marketcall tomorrow. With WTI ⬆️$1.25 to $84.42 at this moment want to bet he'll be wearing a bigger smile! 😁 $bte $pd $cve The first person to post correctly his 3 top picks wins $200 for their 🇨🇦 charity. I'll be typing. 🌞

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BeegJJ

@BeegJj

2 years

So @ericnuttall is on @marketcall #1 Falling inventories Oil price is a Xmas gift Oil down Stocks up..nice disconnect Prefers oil Oil should be $100 today

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BeegJJ

@BeegJj

1 year

$wcp $wcp.to - net debt down $110M to $1.36B - expects to reach $1.3B milestone 2nd half 2023. Then 75% fcf to SH. 26% dividend increase to $0.73 per share per year. - wildfires impacted production - no significant damage. All online now - $197M free funds flow

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BeegJJ

@BeegJj

11 months

$wcp $wcp.to officially announced 26% dividend hike from a monthly $0.0483 to $0.0608 per share. That's annually $0.73 & at today's $11.05 = 6.6% yield. My boring monthly payment of $483 will now be less boring at $603! 🙂 The dividend is effective Oct 2023 & payable Nov 2023

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BeegJJ

@BeegJj

7 months

My o&g portfolio heading into 2024 ranked top to bottom by $ amount. Added some back last week. Oh ya! $cj $cpg $wcp $cve $su $bte $hwx $tou $sgy $tve $pey $gxe $rok The daily positioning is subject to the craziness of the market & me! 🙂

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BeegJJ

@BeegJj

26 days

#1 Eric Nuttall, Senior Portfolio Mgr, Ninepoint Partners 3 hot picks in the Energy sector $bte $bte.to $cve $cve.to $nva $nva.to $bte - a long-term laggard - it hasn't performed - $80 oil & $4 gas over the next 5 years will return 95% of its current market cap to SH (cont)

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BeegJJ

@BeegJj

9 months

#1 $bte ER Q3 2023 - first full quarter of combined operations following the Ranger acquisition - current production exceeding 155k boe/d --> 84% oil & NGL - expect $400M in Q4/23 & $650M for the year - 2 heavy oil extensions Peavine & Cold Lake

Baytex Announces Third Quarter 2023 Results

Calgary, Alberta--(Newsfile Corp. - November 2, 2023) - Baytex Energy Corp. (TSX: BTE) (NYSE: BTE) ("Baytex") reports its operating and financial results for the three and nine months ended September...

ca.finance.yahoo.com

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BeegJJ

@BeegJj

3 months

#1 $WCP Q1/24 ER 🌞 - achieved record production - 169.6k boe/d (oil 88.8k bbls/d, NGL 19.4k bbls/d) - increased guidance by 2k boe/d with no change in capital budget - net income $59.8M - ff $384M - fff -$9.2M - net debt $1.495B (0.7x debt/EBITDA)

WHITECAP RESOURCES INC. ACHIEVES RECORD PRODUCTION, INCREASES GUIDANCE AND ANNOUNCES INVESTOR DAY

Whitecap Resources Inc. ("Whitecap" or the "Company") (TSX: WCP) is pleased to report its operating and unaudited financial results for the three months ended March 31, 2024.

ca.finance.yahoo.com

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BeegJJ

@BeegJj

4 months

With Eric on Marketcall today it was a good time to post the Y-T-D performance of some 🇨🇦 o&g stocks Yesterday, 9 of those hit 52-week highs $scr $meg $erf $imo $arx $cnq $su $psk $tpz Since it happened on April 1, I'm renaming that day to April Fuel's Day! 🌞

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BeegJJ

@BeegJj

2 months

Woohoo! 550k barrels of 🇨🇦 oil heading west! "Go West Young Oil" Goodbye Angel. Hello $$$$. $su $su.to Eric did mention it yesterday. He said that people still hate it for having cut its dividend. 😂

Capt. MarkyMcFly

@MarkyMcFly2

2 months

Something to be proud today as Canadians: Tanker ‘Dubai Angel’ departs B.C. after being the first one loading bitumen from new expanded TMX Pipeline. Sadly this won’t make headlines. #cdnpoli #com $SU.TO $SU $CNQ $CNQ.TO $MEG.TO $MEGEF $IMO $IMO.TO $CVE $CVE.TO

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BeegJJ

@BeegJj

3 months

#1 @ericnuttall was on Marketcall His top picks : $cpg $pou $pd $cpg - today's CPG wasn't the CPG of old - people don't fully appreciate the transformation - has significant drilling inventory in the Montney & Duvernay (cont)

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BeegJJ

@BeegJj

2 years

Half way through and @ericnuttall Highlight. $tve.to target price $11.40. Upside of 180%. $cpg.to target price $32.00. Upside of 230%.

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BeegJJ

@BeegJj

1 year

RBC Capital expects 3 more $2 special #dividends from $tou. That would mean a total dividends of $9 per share. At today's price of $56 that's a yield of 16%. I own $tou.to

Tourmaline: Another Year Of Special Dividends (TSX:TOU:CA)

With free cash flow guidance of $2.6B, Tourmaline (TRMLF) intends to return 50-90% of free cash flow to shareholders in 2023. See why I rate the stock a buy.

seekingalpha.com

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BeegJJ

@BeegJj

5 months

- unconfirmed report that Sinochem has bought 550k barrels of heavy crude from $su - no comments from either but mgmt at BeegJJ responded "Oh ya Baby! Here we go!" - U.S. refiners 😭 - after years of secure & cheap supplies from 🇨🇦 - grade similar to Iraq's Basrah crude 🤑🌞🚀💰

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BeegJJ

@BeegJj

2 months

#1 @ericnuttall was on Marketcall. His top 3 picks : $bte $bte.to $pd $pd.to $arx $arx.to $bte - been a long-term holding - massive disconnect from its fair value - not been a great experience for investors in the last year - massive confusion in this name (cont)

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BeegJJ

@BeegJj

4 months

$tve Welcome back to $4 It has been a while. I should know.

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BeegJJ

@BeegJj

6 months

#1 Cole Smead, Portfolio Manager, Smead Capital Management was on Marketcall Top Picks : 1) $meg - long reserve life - thinks highly of mgmt - wish they hadn't paid down so much debt - they'd probably be at 100% fcf to buybacks now - great asset (cont)

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BeegJJ

@BeegJj

3 months

Another new Asian buyer of 🇨🇦 crude from the TMX. Reliance from India. 2M barrels. Get use to this. They had no comment, me either 😉🤑🤑🤑🌞

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BeegJJ

@BeegJj

1 year

$tou $tou.to - special dividend $1.00 <-- was my guess - cf $784M - fcf $545.5M - Q2 net earnings $510.7M - net debt $791.1M - continued strong results from North Montney. Pad payouts in less than 3 months. - special dividend paid Aug. 22 🤩

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BeegJJ

@BeegJj

9 months

Just received my new & improved $wcp dividend dis day. Dis deliciously decadent dividend directly deposited. Along with a few others. $cj $1,200 $pey $220 $sgy $400 $tve $250 $wcp $608 Bonne journée de Montréal 🌞

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BeegJJ

@BeegJj

4 months

Today $cve hit a 52-week high. I'm holding here. I think they'll have more upside when they confirm that they've hit there debt target sometime later this year.

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BeegJJ

@BeegJj

5 months

Oil is up $2.11 to $80.26 right now. There are people whining out there that the o&g stocks are underperforming. Blah blah blah. They're getting 4 million likes for those posts. We need this $80 price for longer than 15 minutes. I'm looking at those upcoming Q1/24 ER. $$$$ 🤩

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BeegJJ

@BeegJj

5 months

#1 Greg Taylor, Chief Investment Officer, Purpose Investments $wcp - one of his favorites - close to being debt free - that cash will be given to SH - should be on everyone's radar on playing energy - great resources in Kaybob area - nice dividend that they're committed too

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BeegJJ

@BeegJj

9 months

It was GDP day. Get Dad Poutine day! Yes we're Quebecers. Dad is French. I'm English, blame the mom for that! Bonne appétit! 🌞

BeegJJ

@BeegJj

9 months

Today was Canada's GDP day. I'm off to add to Get Dad Pizza day by rescuing him. Will post the winners to our Oct. Charity Contest tonight. I wonder if CCO ⬆️8% was enough to move someone into the top 5? Nov Charity Contest is up. Am I spending my $gxe or $pne dividend? 😁

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BeegJJ

@BeegJj

5 months

#1 $su 4th Qtr ER - adj funds from operations $4.0B includes a one-time tax benefit of $880M - returned $1.1B to SH, $704M dividends, $375M buybacks - upstream: 808,100 boe/d (2nd highest ever) - best-ever oil sands prod. of 757,400 bbls/d

Suncor Energy Reports Fourth Quarter 2023 Results

Unless otherwise noted, all financial figures are unaudited, presented in Canadian dollars (Cdn$), and derived from the company's condensed consolidated financial statements which are based on...

ca.finance.yahoo.com

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BeegJJ

@BeegJj

9 months

KSA is reminding everyone that moving oil from $90 to $80 in a very short time, just makes them more resolute. It's a long game that they'll win. My preferred range is still $80-$90. Something that's good for everyone. Now back to the ERs. $meg is today.

BOE Report

@BOEReport

9 months

Oil ticks upwards after Saudi Arabia, Russia stick to output cuts

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BeegJJ

@BeegJj

3 months

$bte Has been granted permission to buyback 10% of its public float from U.S. Market. Usually a max of 5% is allowed. Average volume in the US is 9.8M vs 4.5M in 🇨🇦 Maybe they can start to buy blocks of shares from Juniper who are in the US. An idea.

Baytex Energy announces granting of exemptive relief regarding its Normal Course Issuer Bid program...

Calgary, Alberta--(Newsfile Corp. - April 22, 2024) - Baytex Energy Corp. (TSX: BTE) (NYSE: BTE) ("Baytex") today announced it obtained an exemption order from the Canadian securities regulators...

boereport.com

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BeegJJ

@BeegJj

2 months

#1 $sgy $sgy.to lots of great news 🤗 - sale of non-core assets for $37.4M - applied against debt - now below phase 2 debt target of $250M - $52M of fcf (after base dividend) annually - dividend ⬆️ from a monthly $0.04 to $0.0433/share paid on Aug 15 🌞

Surge Energy Inc. announces non-core asset sales; commencement of phase 2 return of capital...

CALGARY, AB, May 29, 2024 /CNW/ - Surge Energy Inc. ("Surge" or the "Company") (TSX: SGY) is pleased to announce a number of recent positive operational and financial developments, including: the...

boereport.com

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BeegJJ

@BeegJj

9 months

#1 $ath ER Q3 2023 - record adj ff & fcf - operational momentum at Leismer - execution on buybacks - production: 36.2k boe/d (95% liquids) --> 31.7k boe/d thermal oil --> 4.5k boe/d light oil - income $168M - record adj ff $141M

Athabasca Oil Announces 2023 Third Quarter Results with Record Adjusted Funds Flow, Free Cash Flow...

CALGARY, Alberta, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Athabasca Oil Corporation (TSX: ATH) (“Athabasca” or the “Company”) is pleased to report its third quarter results highlighted by record Adjusted...

ca.finance.yahoo.com

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BeegJJ

@BeegJj

5 months

#1 $bte 2023 ER - production per share ⬆️16% in 2023 - ⬆️ SH returns to 50% - completed Ranger acquisition - cfo $474M Q4/23 - aff $502M Q4/23 - fcf $291M Q4/23 - repurchased 40.5M shares $222M in 2023 - produced 122,154 boe/d in 2023 (85% oil & NGL)

Baytex Announces Fourth Quarter and Full Year 2023 Financial and Operating Results and Year End...

Calgary, Alberta--(Newsfile Corp. - February 28, 2024) - Baytex Energy Corp. (TSX: BTE) (NYSE: BTE) ("Baytex") reports its operating and financial results for the three months and year ended December...

ca.finance.yahoo.com

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BeegJJ

@BeegJj

1 year

3 stocks that I've held since 2020. Never sold or trimmed. Unrealized Gains: $cj.to $61.5k $cpg.to $66.4k $wcp.to $72.7k All pay a nice #dividends so why sell them just to fill JT & Legault pockets? Selling & buying another stock would cost me like 25%. ❤🇨🇦 Energy

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BeegJJ

@BeegJj

1 year

#1 $su $su.to - adj funds from operations $2.7B - $689M in buybacks, $679M in dividend - upstream production 741.9k boe/d - completed all major planned maintenance across all refineries, 394.4k boe/d 85% utilization - completed sale of UK E&P. $607M net

Suncor Energy Reports Second Quarter 2023 Results

Unless otherwise noted, all financial figures are unaudited, presented in Canadian dollars (Cdn$), and derived from the company's condensed consolidated financial statements which are based on...

ca.finance.yahoo.com

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BeegJJ

@BeegJj

6 months

$cve - reduced debt last quarter by $900M - now $1.1B from $4B target - when it happens, from 50% to 100% returned to SH - IMHO too compete with $su $imo, I see the dividend at least doubled - has refining - growing the business

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BeegJJ

@BeegJj

1 month

Received approval for a new NCIB starting July 2, 2024 for 70.1M shares. Old NCIB ending June 28 2024 was for 68.4M, of which 55.3M was repurchased Returning 50% fcf to SH.

Baytex announces renewal of normal course issuer bid | BOE Report

Calgary, Alberta--(Newsfile Corp. - June 26, 2024) - Baytex Energy Corp. (TSX: BTE) (NYSE: BTE) ("Baytex" or the "company") is pleased to announce that the Toronto Stock Exchange ("TSX") has accepted...

boereport.com

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BeegJJ

@BeegJj

3 months

#1 $meg Q1/24 ER "Megnificent" - BeegJJ - bitumen production 104k bbls/d - fcf $217M - ffo $329M - revenue $1.364B - net earnings $98M - net debt US$687M - at net debt US$600M, 100% fcf returned to SH - expected in Q3/24 🤩

MEG Energy announces first quarter 2024 financial and operating results

MEG Energy Corp. (TSX: MEG) ("MEG" or the "Corporation") reported its first quarter 2024 operational and financial results.

ca.finance.yahoo.com

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BeegJJ

@BeegJj

8 months

Added today 1k shares of $cve 4k shares of $bte 1k shares of $sgy Tomorrow is options expiry day Might add $cve $tve $ath $ppl tomorrow

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BeegJJ

@BeegJj

4 months

#1 @ericnuttall was on BNN - market is fundamentally tight - demand has been exceeding expectations - pressures on supply growth - effectiveness of the OPEC+ cuts - the market is ahead of itself by 2 months - there's a $2-$3 political premium now - bullish on the outlook on oil

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BeegJJ

@BeegJj

8 months

#1 @ericnuttall was on Marketcall His top 3 picks 1) $pd - his first services company - been anti ofs for over a year - focus on ROC would mean capex wouldn't go up as much historically - extremely attractive here - was at 4x debt to ebitda - deleveraging (cont)

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BeegJJ

@BeegJj

11 months

From 2014-2020 I was fully invested in o&g stocks & took the daily beatings So I don't apologize for these great o&g up days. Metals also had a great day. In all my portfolio added $20k #oil has permission to pause here at $90. Great price for everyone. 🌞 Dividends tomorrow.

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BeegJJ

@BeegJj

1 year

My o&g position by $. Top to bottom. $cj $cpg $wcp $sgy $su $cnq $cve $tve $tou $hwx $arx $pne

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BeegJJ

@BeegJj

2 months

#1 Rick Rule, President CEO, Rule Investment Media was on Marketcall - sees a rebound of interest in both industrial materials & precious metals - also bullish on energy

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BeegJJ

@BeegJj

2 years

So @ericnuttall on @marketcall #6 Top Picks $meg.to 30% fcf, buyback 42% shares next year, 120% upside $bte.to had 9 of the best 10 wells, Clearwater, buyback 18% of shares next year, 40% fcf, 197% upside $tve.to great purchase, 44% fcf, 12% buybacks, 4% yield, 195% upside

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BeegJJ

@BeegJj

1 year

#1 @ericnuttall on marketcall. - KSA has 80% of revenues from oil - there's will & intent on KSA on their cuts - wants a fair price for oil - KSA "Vision 2030" is an ambitious growth plan - global inventories falling now to year end more than the SPR

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BeegJJ

@BeegJj

5 months

Take a look at those numbers this morning! 🤩 WCS C$90.77 Differential $81.04 - $67.07 = US$13.97. 🚀🚀🚀 WTI ⬆️$0.35 to $81.39 Those Q1/24 ER are going to be amazing! I ❤🇨🇦 Energy

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BeegJJ

@BeegJj

7 months

$bte Forget about my radar. How about in my portfolio? Down from $5.50 to $4.00 for me. As Elton sings....Don't let the Baytex go down on me. 😜 Bonjour de Montréal 🌞

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BeegJJ

@BeegJj

6 months

#1 An analyst at RBC says $cve is unloved & oversold (i.e. too cheap) - most compelling near-term buying opportunity among 🇨🇦 oil majors - mostly because of share price underperformance - operational & financial results will establish improve momentum as 2024 unfolds (cont)

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BeegJJ

@BeegJj

4 months

$bte at $5 My break even is $5.40. Got my dividend this morning.

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BeegJJ

@BeegJj

1 year

After 18 years of investing I've learned (not much) I never buy at the low for a stock. That occurs after I've bought it I never sell at the top for a stock. That occurs after I've sold it Live with that fact and you & market will get along. I have! Bonjour de Montréal 🌞

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BeegJJ

@BeegJj

4 months

$cve - cheap - money to SH will soon double when they hit the debt target - this makes it a strong buy for growth & income investors - generates a lot of fcf - little to no market respect

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BeegJJ

@BeegJj

5 months

Good morning @ericnuttall . It has happened! Our first 100% fcf being returned to SH by our 🇨🇦 Heavy Oil producer $cnq! You have to wear a hat that highlights what you've been talking about. Talk about timing. Your on tomorrow's Marketcall. I ❤🇨🇦 Energy! $$$

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BeegJJ

@BeegJj

8 months

WCS It's approaching that US$50. A differential of US$25. C$68.27 Having one customer just doesn't work especially when you have such an important global commodity.

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BeegJJ

@BeegJj

4 months

Don't look now (actually do look) but guess who just hit a 52-week high? $cpg Welcome back! 🌞

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BeegJJ

@BeegJj

2 years

Friday came early. @ericnuttall on @marketcall . #1 Has a beautiful I ❤🇨🇦 O&G sign Global inventories down. Seasonal strength in oil. Gas to Oil switch. $100 to $180 for the next 5-6 yrs. Prefers buybacks. Prefers Oil. For NG, likes $arx.to $tou.to

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BeegJJ

@BeegJj

9 months

#1 $tou ER Q3 2023 - cf $878.5M - fcf $332.3M - full year 2023 fcf $1.9B (2022 was $3.2B) - net debt $879.8M 0.3x on annualized cf of $3.5B - net earnings $274.7M - closing of $bnp Nov 2023 - avg production 502,524 boepd

TOURMALINE DELIVERS STRONG FREE CASH FLOW IN THE THIRD QUARTER, UPDATES FIVE YEAR EP PLAN WITH...

Tourmaline Oil Corp. (TSX: TOU) ("Tourmaline" or the "Company") is pleased to release financial and operating results for the third quarter of 2023.

ca.finance.yahoo.com

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BeegJJ

@BeegJj

5 months

- OPEC+ could extend cuts to year end - Energy Ignorance Assured (EIA) has oil in a glut till November election - spreads showing screaming physical tightness - how much tighter for physical oil before breaking the financial oil shorts?

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BeegJJ

@BeegJj

1 year

It's 5:30am in Montreal. Deliciously decadent #dividends dutifully dropped directly in de account. $cj.to $1,200 $sgy.to $200 $tve.to $125 $wcp.to $483 Dividends make cent$ Also bought yesterday 50k shares of $cor.v Need some #copper to go with my o&g. Good Morning 🙂

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BeegJJ

@BeegJj

26 days

#1 Eric Nuttall, Senior Portfolio Manager, Ninepoint Partners - expected oil to average $80 this year - we remain at very healthy prices for producers - WTI at $80-$85, Brent $85-$90, is reasonable from now to end of 2025 - demand is fine

Video - BNN Bloomberg

Most recent Video News business news stories and video from BNN Bloomberg

www.bnnbloomberg.ca

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BeegJJ

@BeegJj

1 year

Not posting Eric's $100 call. Everyone, I mean everyone would be happy with $80-$90 for the next while. Means the economy is solid. The speed at which o&g balance sheets are becoming pristine is breathtaking at this price. Buybacks & dividends are the place to be! ❤🇨🇦 Energy!

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BeegJJ

@BeegJj

4 months

Robert Tuttle, Bloomberg News - TMX is finally happening (May 1) - first shipment is 550k barrels from $su to Sinochem in China - 2nd shipment to a refiner in China - oil will be going to the U.S. West Coast, almost immediately - was built to access Asia & to diversify

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BeegJJ

@BeegJj

7 months

Hey dad what do you think about ordering a New Yorker steak? Close your eyes if you agree. 🌞 A pleasant evening was had by all. 2 New Yorkers, a hamburger steak & salmon for the sister-in-law. Bonjour de Montréal

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BeegJJ

@BeegJj

3 months

I enjoy posting $su hitting 52-week highs. This time it actually closed at that high. I ❤🇨🇦 Energy.

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BeegJJ

@BeegJj

1 year

I'm a big fan of @jim_duffus . Here goes. For every retweet I'll donate $10 to @CrohnsColitisCA . The minimum is 1k & max = next $tou.to special dividend. I'll use my June $cj.to to pay the 1k. The extra will be sent when $tou announces. I want the word to be spread. Oh ya! TY.

Duff...Trudeau & Singh Gotta Go

@jim_duffus

1 year

drug hangover over and bowels hurt from the cramping. Everyone in my family is/was diabetic, except me, I got disease about 25 years ago. There is no cure, if you get it, its yours for life. It's terrible when it acts up, please support the @CrohnsColitisCA @getgutsycanada

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