Pikagi
ValueNotDeadYet Profile Banner
ValueNotDeadYet Profile
ValueNotDeadYet

@ValueNotDeadYet

3,271
Followers
592
Following
3,238
Media
29,361
Statuses

~AlwaysLookingForValue~ ~Take the Win~ ~Manage the Expectations, Manage the Outcome~ #COM #Alpha #SmallCaps #VNDY

Joined February 2021
Don't wanna be here? Send us removal request.
Pinned Tweet
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Ppl need to stop reading intraday moves.... market microstructure is notoriously hard to predict Focus on LT thesis, is your thesis intact... Yes = Hold or Add No thesis broken = run Thats is literally all you need to be an investor. #FuckYourMBACFA #Investing #COM #Alpha #CFA
6
6
59
Last Seen Profiles
Milo Nunez

@NunezMilo83154

Tish Harrison Warren

@Tish_H_Warren

Huening Kayi 🐧

@huenigkal

Lina Cuartas 🍟

@linacuartas

özgür

@ozgurdemirtas14

belle edtwt

@luvoex

جود

@jwd75200087

Taiwan Coin Meme 台灣幣 🇹🇼

@taiwancoin888

gracie ✮⋆˙

@magiliwmo

lu langley

@landminelu

Paul G

@LPP2014

Juliana APR 🦊

@juliana_apr

سلوئ

@jwhr71943

Will Fitzhugh

@fitzhugh_w50917

whaleetta ★

@lightingmccussy

Xmue Xmue 🌺

@XmueXmue1

🆔LOVE OR LOVED album coming soon

@Riri_0326

zuu⁷

@lmfaojungkook

Kim Mangone

@KimMangone

julie♡

@luvhyunts

Tired Liberal 🏙 🌧 🦔 🟨

@Seattleite12

みゃ@取引垢

@koukan_tennis

jacques 🇦🇺🇨🇳

@jd3valli

Valentina Midget

@martim_luther

BOKEP BOCIL VIRAL

@BOKEPBOCILVIRA3

Danial Loo

@danialloooo

Alberta Chief Medical Officer of Health

@CMOH_Alberta

Anton

@Anton06109296

AASSjögren

@AasSjogren

Pioneer Legends

@pioneerlegendio

Mマスゲーム内トレード振り分けアカウント

@side_trade

Saul Friedner

@sdfriedner

카푸치노의 맛음

@633FaiIXAPkd99

rasel

@achroses

Xmue Xmue 🌺

@XmueXmue1

White County High School Football - Sparta, TN

@Warriors_Sparta

@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
$LTNC new cans! Soon in stores....??
@dannyday
dannyday
@dannyday
3 years
The cans look great.
Tweet media one
47
80
587
3
14
162
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Small reminder regarding $MEG.TO Once Net debt is below $1.2BUS 50% FCF will go to #Buybacks As of end June MEG had about $1.35B in Net debt, so in the next 2 months they move to 50% buybacks!!! This company is a MONSTER, people have no idea🚀🚀🚀 #COM #OOTT #EFT #Alpha
Tweet media one
9
24
160
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Agenda: 1. Breakfast 2. Presentation: STOP FUCKING DRILLING 3. Lunch 4. Presentation: STOP FUCKING DRILLING 5. Drinks #COM #OOTT #EFT #Natgas
@BOEReport
BOE Report
@BOEReport
1 year
North American Natural Gas Summit to be held in Calgary on March 1st
0
0
2
15
11
126
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@stoolpresidente @elonmusk Can somebody explain how this shit is legal? @SEC_Enforcement ? Any comment? Doubt it....
52
3
107
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
$LTNC Limited Edition #MannyPacquaio cans coming... cool
@thewatergirl_
Carly Janine
@thewatergirl_
3 years
🚀💧 #NXTLVL featuring @MannyPacquiao 💥🥊 #NXTLVLNation #NXTLVLUP $LTNC #MannyPacquiao
5
77
309
3
17
98
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@zerohedge Are they removing energy, commodities and food from the calculation too ?
4
0
84
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
TD put out some sensitivity analysis this AM... main conclusion $VET wins... always #COM #OOTT #EFT
Tweet media one
16
19
91
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
An oldie but a goodie… Felt like some people needed a reminder. #COM #OOTT #EFT #ESG #NetZero $SPY $DIA $QQQ #EnergyCrisis
Tweet media one
2
25
85
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Honestly… I have yet to find anybody on this platform tell me where #oil supply growth comes from post 2024… anybody able to solve this problem? #COM #EFT #OOTT
28
5
89
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
$LTNC @dannyday ramping up production @TakeoverJoe holding on news until Pink (big stuff coming IMO) @TakeoverKerby dropping the good news below @MTzanetatos being coy but guaranteed to be signing retailers during June/July selling season. If you don’t see it, you never will
@xKerbz
HOF Kerby
@xKerbz
3 years
@NXTLVL_Takeover Official launch coming soon! 🔜 🚀
8
10
100
2
9
88
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
What is really interesting about this whole oil story is nobody outside of a few retail guys and some oil focused funds like @ericnuttall @BisonInterests @CanoeEnergy and of course @chigrl are in the space. Super bullish for 2022+ #OOTT #WTI #BullishAF
7
5
80
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Brilliant ! #ESG #Dilbert #COM
Tweet media one
1
13
76
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
More bearish #oil news... when will it end? #COM #OOTT #EFT
@HFI_Research
HFI Research
@HFI_Research
2 years
Russia's crude exports are dropping by the way. Down 500k b/d to 700k b/d m-o-m (month-to-date).
0
17
145
8
3
74
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Interesting news out of WesCan last night... New proposed director slate contains some familiar #COM individuals 👀 I would also like to wish our friends @WhiteTundraSG and @sohaibab9 the best of luck with this new challenge!! $WCE.V
Tweet media one
10
9
76
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Anybody buying oil stocks today? or is it just me? lol
28
1
74
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
From TD: FCF Yields at $60 WTI/$2.25 HH #COM #OOTT #EFT
Tweet media one
7
15
73
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Fuck off… you feel no different. That’s BS from somebody who has likely been a well paid high earner 4ever Have somebody make normal $ become a millionaire then we can talk Not having a mortgage/not having to worry about income is a life changer… so I repeat Fuck off, it’s BS
@Budgetdog_
Brennan Schlagbaum, CPA
@Budgetdog_
1 year
I feel no different after becoming a Millionaire. Don’t get caught up in destination syndrome.
53
23
282
21
1
70
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
$LTNC oh @dannyday if only people paid more attention... #NXTLVL
@dannyday
dannyday
@dannyday
3 years
@LiVVinLife @Maxx0320 What I’ve said before is that we don’t spend money to increase capacity until the demand requires it. We are increasing our capacity and running out of manufacturing space. We’re looking at breaking ground on a new warehouse immediately behind what we have.
12
27
176
0
7
69
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
9 months
They will keep cuts as long as oil is below $90-100 Market doesn’t believe it yet but it will #Oil #COM #OOTT
@JavierBlas
Javier Blas
@JavierBlas
9 months
OIL MARKET: Saudi Arabia confirms extension of its unilateral 1m b/d production cut into December. Crucially, Riyadh says that next month it would review its decision again, opening the door for extending the cut into 2024 | #OOTT #SaudiArabia
10
181
656
5
5
67
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
Just throwing it out there, I think @GeorgeASharp and @CRyanSchadel should make a $1M bet on $LTNC Pink status. Loser donates to the winner’s charity of choice. I think this would settle the feud and be for a good cause. Anybody else agree?
6
2
64
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
First she goes after @Josh_Young_1 then @RazorOil and now she is ripping off @WhiteTundraSG ’s portfolio… PetroGirl is a scam artist and just a horrible human… beware !!! #COM #OOTT #EFT $TVE.TO $SGY.TO
Tweet media one
17
6
61
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
If we stay above $100 #WTI through H2-22 & multiples don’t expand, PE is going to start taking serious runs at the #Energy sector… 35% FCF doesn’t stay forever, either stocks re-rate up or #FCF falls #COM #EFT #OOTT #ValueInvesting #Alpha #ValueNotDeadYet $SPY $DIA $QQQ
2
0
64
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@RepDianaDeGette Maybe... you let them pump more oil and tell companies you don’t want to kill them in 4 years? Think of a farmer who grows cows and you tell him in 4 years Steaks are illegal... how many cows will he have on his land this year? Will be build a new farm? Nope. #OOTT #COM #steak
4
6
55
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Even for the strongest of oil bulls, it’s hard to keep believing in $100+ oil. But maybe the whispers are correct and OPEC+ will cut and Russia will slow and we will draw massively in H2 Time will tell
@ericnuttall
Eric Nuttall
@ericnuttall
1 year
We stand on the cusp of very meaningful inventory draws that we believe will be unignorable to those still f.e.a.r.ful of significant recessionary-induced demand destruction. Refuse to allow price to set narrative!
Tweet media one
44
62
450
15
1
60
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Honest this perpetual anti oil sentiment in the face of an impending energy crisis just makes me more bullish. Maybe instead of a 3 year bull run we get an 8 year bull run to 2030? #COM #OOTT #EFT #ESG
@BurggrabenH
Alexander Stahel 🌻
@BurggrabenH
2 years
Munich Re will pull out of oil & gas projects & related infrastructure. It directly & indirectly underwrites 13% of the global economy. EU climate laws will inflict max pain on citizens. Board rooms behave as if we use less hydrocarbons - but we don’t! #OOTT @kittysquiddy
Tweet media one
Tweet media two
53
135
577
12
3
57
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@ericnuttall I’m just gonna reiterate that a debt free $MEG.TO is a scary monster… #COM
3
1
55
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Sell $MEG.TO and $ATH.TO and buy $VET and $ARX.TO … yeah I said it… #COM #OOTT #EFT #AntiMomentum #Contrarian #ValueInvesting
@Gugo907
Gurgen Ayvazyan
@Gugo907
1 year
YTD Performance of Canadian O&G producers vs Production Mix. #com #oott
Tweet media one
15
5
70
13
0
58
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Bearish oil. $WTI to open at $73 Monday
@business
Bloomberg
@business
2 years
Iran’s Islamic Revolutionary Guard Corps launched artillery fire on Iraq’s northern Kurdistan region, targeting groups it accuses of fanning recent violent protests
18
38
77
9
0
54
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
$VET.TO looking a bit silly here given this move in TTF. Had to buy a little, let’s see how the next 6 months go. Europe seems complacent on their #NatGas security. Right tail risk seems high here for next winter #COM #OOTT #EFT #ValueInvesting #Alpha #VNDY
12
0
57
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@StanTradingMan @TakeoverJoe Honestly save your breath man... if people dont know yet about $LTNC, too bad for them... lol, by the end of April people will know. You dont need to go crazy. Just drink your PALLET of water and chill :-).
3
3
52
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Ok so is this the technical buy signal everyone watches for? #COM #Oil #OOTT #EFT
Tweet media one
5
0
53
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
More #oil truth bombs … and yet in 6-9 months people will ask… who could have predicted the price of oil… It’s going on 18-24 months or more that this supply side issue thesis is out there… media doesn’t care, and investors don’t care… yet #COM #OOTT #EFT
@CNBCFastMoney
CNBC's Fast Money
@CNBCFastMoney
2 years
The "shocking problem" in oil supply right now. @crudegusher drills into the issues facing the energy market. $WTI
39
117
442
5
9
53
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
So WTI got killed this morning... everyone ok? #COM
27
1
51
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
#COM big draw coming
@HFI_Research
HFI Research
@HFI_Research
2 years
Tweet media one
0
20
124
2
3
45
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Nobody believes this… yet if true… where does the #oil come from?
@Oil_News_
Oil News
@Oil_News_
1 year
OPEC says oil demand will hit 110 million barrels per day in 2045
0
9
24
14
1
49
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
These guys are adding gas rigs... #NatGas
@JuliOnTwtr
Julianne Geiger
@JuliOnTwtr
1 year
BH Rig Count 07/07 Oil -5 Gas +11 Total +6 Permian +1 #oott #CrudeOil
5
4
34
6
3
46
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Bearish news for oil demand. Probably going to -69$ #COM
@FirstSquawk
First Squawk
@FirstSquawk
2 years
CHINA SAID TO DOWNGRADE COVID TO CATEGORY B FROM JANUARY.8
4
11
91
6
1
43
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
As this #oil bull market continues to chug along, every day we don’t get rug pulled adds to the thesis that we may be setting up for higher for longer commodities… I see this as an opportunity to add risk (yeah I’m ok adding risk now) $SOIL.V $PEI.V $PPR.TO $WCE.V $ROK.V #COM
5
1
44
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Let’s recap oil: 1. No new Iranian supply coming 2. SPR (even if extended) ends by YE 3. Russian supplies (sanction or other down by YE) 4. OPEC+ missing quotas + spare capacity limited 5. US Shale growth underwhelming Where is supply growth coming from again? #COM #OOTT #EFT
@StLiechtenstein
Stephanie Liechtenstein
@StLiechtenstein
2 years
BREAKING: Joint Statement by France, Germany and the United Kingdom on efforts to restore the #JCPOA . 👇
Tweet media one
Tweet media two
35
152
367
8
9
46
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Sooo what happens when everyone starts chasing #energy again when #oil goes back to $80-$85? Sometimes it’s better to be early and just wait for the trade to come to you… #VNDY #ValueInvesting #Alpha #COM
@WallStJesus
JE$US
@WallStJesus
1 year
💰 YTD Sector Flows
Tweet media one
4
14
48
2
1
46
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Nah demand is 💀 #Oil to -21$ #COM #OOTT #EFT
@garquake
Burnsco
@garquake
2 years
India's fuel consumption, a proxy for oil demand, rose 10.2% year-on-year in November to 18.84 million tonnes, data from the Petroleum Planning and Analysis Cell #india #energy #com #oott
Tweet media one
8
10
75
4
2
44
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
This is how you setup a 1M barrel cut friends... #COM #OPEC #OOTT
@DeItaone
*Walter Bloomberg
@DeItaone
2 years
OPEC+ SEES OIL MARKET SURPLUS RISING FROM 0.6 MLN BPD IN OCT TO 1.4 MLN BPD IN NOV - REPORT
3
25
82
5
0
46
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
812 views... & people think #Energy is crowded? Think about the energy market, its size & impact on the world? If Elon at $TSLA gave a speech for 30 minutes, would it have 812 views after a day? Think about it... #COM $SPX $NDX #ValueInvesting #Alpha
Tweet media one
6
2
45
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Just wondering if we take a shot every time @ericnuttall says the word #buybacks tomorrow will we make it back to work? #COM #EFT #OOTT #NuttallBingo
5
2
42
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
WTI +2% and yet many equities up 50%+… what happens if we get $80-100 oil for 2-3 years? Yeah… #money that’s what #COM #OOTT #EFT #Alpha #ValueInvesting #StockMarket $SPX #NDX
@charliebilello
Charlie Bilello
@charliebilello
2 years
Commodity price changes over the last year... Heating Oil: +43% Natural Gas: +29% Corn: +17% Soybeans: +13% Brent Crude +8% US CPI: +7.7% Gasoline: +5% WTI Crude: +2% Sugar: -1% Wheat: -1% Zinc: -4% Gold: -6% Copper: -16% Silver: -16% Cotton: -26% Coffee: -34% Lumber: -44%
25
151
495
3
2
44
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
11 months
Is that a lot? #COM
@financialjuice
FinancialJuice
@financialjuice
11 months
SAUDI ARAMCO CEO: I SEE 110 MLN BPD OF GLOBAL OIL DEMAND IN 2030.
5
20
56
4
3
44
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
A simple shareholder return framework slide for $BTE.TO. They keep drilling monster wells, and think their stock is undervalued... Simple & elegant communication gets the message across #COM #EFT #OOTT #ValueInvesting #ValueNotDeadYet #Buybacks
Tweet media one
6
4
45
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
See this is the problem with society... people fucking complain about oil and gasoline prices (but don't buy oil equities), but buy shitty tech stocks, and then spend $1500 on a new iPhone, $300 on jeans and $28 at Taco Bell... Fuck off you all deserve to go broke... #COM
@GasBuddyGuy
Patrick De Haan ⛽️📊
@GasBuddyGuy
2 years
It seems that $28 spent at Taco Bell could include the equivalent of a week's worth of gas...
5
1
56
9
2
42
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@zerohedge Is there a Strategic Lentil Reserve (SLR) that they can release from?
0
0
42
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
IF YOUR COMPANY DOES NOT DO A SIB IN 2023 YOU NEED TO FIRE MANAGEMENT!! #COM #OOTT #EFT #BUYBACKS
@zerohedge
zerohedge
@zerohedge
2 years
*CANADA TO IMPOSE 2% TAX ON STOCK BUYBACKS AS OF JAN. 1, 2024
162
297
2K
5
3
41
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Everyone talking about Iran and 2023 oil prices, maybe Iran causes forecast down from $120 to $105-$110 or from $110 to $100 Really it doesn’t matter, if we are not at $70 or lower in 2023 oil equities are going to be WILDLY higher than they are today #COM #OOTT #alpha #Value
2
2
42
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Specialists: #Oil will be in short supply and H2 draws will surprise… prices will rise! Market: #COM #OOTT #EFT
4
3
43
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Oh so $VLO says US fuel demand above 2019 but the US says its below COVID? Wonder which dataset is correct? #COM #OOTT #EFT
@MenthorQpro
Menthor Q
@MenthorQpro
2 years
Bloomberg: *VALERO SAYS US FUEL DEMAND HAS SURPASSED 2019 LEVELS 🤯
12
63
261
1
6
43
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
So is the 2022 darling #Energy sector back to being hated? Seems like it...
9
2
40
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@CathieDWood @RaoulGMI Just curious... if we can get 35%-50% FCF on energy, why would you buy anything else? Oh yeah and already up 50%+ YTD so like 100% alpha vs $ARKK. #COM $QQQ $SPY
Tweet media one
3
9
39
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@DoombergT There was also this... that didn’t help lol 😂
Tweet card media
Maine voters reject Hydro-Quebec power transmission line
financialpost.com
7
2
39
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@zerohedge that will certainly end well for all
0
0
38
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
More bearish news #COM #OOTT #EFT
@financialjuice
FinancialJuice
@financialjuice
2 years
CHINA-HONG KONG QUARANTINE-FREE TRAVEL IS TO BEGIN IN JANUARY - HK01.
2
20
127
3
1
41
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
10 months
I hear more jobs mean less oil demand… right?
@margot_rubin
Margot Rubin
@margot_rubin
10 months
Canada adds 63.8k jobs in September vs 20k est. US adds 336k jobs September vs 170k est.
12
20
111
5
1
40
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Figured this could probably get deleted soon, screenshot necessary #COM #OOTT #EFT
Tweet media one
1
1
39
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
$SNAP had a market cap at peak above $130B, barely makes any money & basically has no value to society O&G trades at 20-40% FCF & people think we are crazy for buying these names? I posit that it is the market who is crazy and we will make out like bandits #COM #OOTT #EFT 💰🛢️
Tweet media one
7
3
40
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
10 months
Ed Morse last night... #COM #OOTT #EFT
@ericnuttall
Eric Nuttall
@ericnuttall
10 months
Sadly, Ed Morse cancelled on our oil bull vs. oil bear debate this morning, but my weekend of debate prep was not for naught. Join me at 11:05am ET on @BNNBloomberg where I will dissect Ed's ultra bearish thesis and explain why we see continued oil inventory draws ahead.
77
34
546
1
1
40
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@CRyanSchadel Market is shocked...was used to constant updates, and sees you as leader. Bunch of stuff spreading about $LTNC not going to go pink current and will get suspended. I suppose once you get the stop sign down and we get a proper business plan from @TakeoverJoe then this will improve
1
0
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Did the Aramco CEO just say “fuck around and find out?” #COM
@Energy_Tidbits
Dan Tsubouchi
@Energy_Tidbits
2 years
#Aramco CEO "the world should be worried" "this is where we are heading. If China opens up a little bit, you will find out that spare capacity will be eroded completed" reports @MathisWilliam . #OOTT
Tweet media one
1
24
94
4
2
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@ericnuttall You are stealing my thunder 😂. They don’t realize additional taxes lower supply and increase prices… Basic economics should be mandatory training for politicians lol
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Awesome! Continues to be bullish #oil … #COM
0
0
2
3
3
38
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
MEG reached its US$1.7 billion net debt target in the second quarter of 2022. In the current commodity price environment MEG expects to reach its US$1.2 billion net debt target in October 2022 and to reach its US$600 million net debt floor in the second half of 2023. $MEG.TO #COM
2
7
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
For people still shitting on #buybacks : You will see massive buybacks over the next 18 months in many names where valuations are illogical (25% FCF+) Read through $VET earnings + calculate what they could buyback in the next 18 -24 months. It could be 25-30%+ of the OS #COM
4
1
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
So the ultimate #value investors are starting to strongly embrace the #Energy trade? Is that what I’m reading ? #COM
@Josh_Young_1
Josh Young
@Josh_Young_1
2 years
🛢️Buffett & Munger on #Oil ! Buffett: It's hard to say which of us knows less about oil Munger: we should hold much larger oil reserves in the SPR and elsewhere because it will be worth a lot more in the future Buffett: rapid energy transition odds are extremely low. #oott
Tweet media one
29
162
912
5
4
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Oh boy, that’s an interesting chart… #COM #ONGT #EFT #OOTT #Natty #EnergyCrisis
@AlessioUrban
🅰🅻🅴🆂🆂🅸🅾
@AlessioUrban
2 years
gazprom gas production no need to worry
Tweet media one
13
116
499
1
8
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@barfieldwalkz @CRyanSchadel @RealtorStarShar @TakeoverJoe Time will tell... either way this is the best management team in terms of transparency ever.
0
3
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@Josh_Young_1 So $69 Monday morning is what you are saying?
5
0
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@CathieDWood @CornerstoneOil can you please send this woman some research, clearly her research team needs some help... is there like a 7 day free trial or something you can offer her? Lol 😂
1
0
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@TakeoverJoe @seanstellato @Ifeatu_Mel Crazy how people dont get it yet... oh well. We will just wait patiently for the rest of the world to learn what we know. $LTNC.
3
0
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
So this is good right? #NatGas
@ZmansEnrgyBrain
Z4 Energy Research
@ZmansEnrgyBrain
1 year
HAYNESVILLE RIG COUNT DOWN 6 TO 44 VS 69 YEAR AGO. #NATGAS
Tweet media one
7
7
80
9
5
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Sounds so simple, why do so few people understand? #COM
@WhiteTundraSG
Shubham Garg
@WhiteTundraSG
2 years
🇲🇽 oil production has fallen 50% from a peak of 3.2 MMBpd in 2004 to 1.6 MMBpd this year and expected to further drop by 500k bbl/d by 2028. Decline rates never sleep and any new oil production worldwide must first mitigate legacy declines before adding incremental supply. 🛢💰
Tweet media one
17
43
282
1
5
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Indian demand destruction on full display!! #COM #OOTT #EFT
@JODI_Data
JODI
@JODI_Data
2 years
India's crude imports increased by 118 kb/d month-on-month and was 1.3 mb/d above year-ago levels. #JODIData #JODIOil #OOTT #SourceJODI
Tweet media one
1
2
4
4
3
34
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Full agree! @WhiteTundraSG is probably the best resource that is accessible to the #retail everyday investor. His patience and dedication to teaching others about the #energy space is unmatched IMO! #OOTT #EFT #COM $SPY $QQQ $DIA #education #Free #Seminar #Learn #selfimprovement
@gubbeen1
Gubbeen
@gubbeen1
2 years
@ValueNotDeadYet I heard Nuttall mention the $100k tab they run (maybe with Energy Aspects?) for mkt intel. So, about 0.1% of AUM. If I was willing to pay 1%--10%, even--of _my_ AUM (and I knew where to spnd it), I'm doubtful I could buy higher calibre insights than @WhiteTundraSG drops gratis.
1
1
10
4
1
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
What happens when we get to 100 degrees + this summer? 🔥 #NatGas
@CelsiusEnergyFM
Celsius Energy
@CelsiusEnergyFM
1 year
#Natgas powerburn demand is crushing it. Despite mild temperatures, powerburn reached 35.2 BCF/d yesterday, up +7.9 BCF/d vs 2022, the largest year-over-year gain this season. With robust production & soft LNG exports, powerburn is almost singlehandedly balancing supply & demand.
Tweet media one
11
21
100
7
2
37
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
3 years
@StanTradingMan Im just hoping @TakeoverJoe announces the new product with a Darth Vader suit on... #Epic $LTNC
0
3
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Can we get a scam in the Canadian oil patch so that it can get this much media coverage? #COM #OOTT #EFT
2
1
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
My “bold” call is we end up in this equilibrium where demand growth slows a little, supply grows a little, SPR ends & by magic #oil doesn’t crater to $60 & doesn’t rip to $140. Cracks come back to a reasonable (yet elevated) $30-35 and oil stays at $100 #COM #EFT #OOTT $SPY $DIA
3
1
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Big if true... #NatGas
@ZmansEnrgyBrain
Z4 Energy Research
@ZmansEnrgyBrain
1 year
Hearing some #Haynesville players are in fact shutting in some volumes. #natgas
11
6
72
4
1
34
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
6 months
1. Doubt it 2. If true watch #oil selloff to $69 #COM
@rawsalerts
R A W S A L E R T S
@rawsalerts
6 months
🚨 #BREAKING : As early as tonight, President Joe Biden will authorise US military action in the Middle East
3K
3K
16K
4
1
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Wen $AAPL tax?
Tweet media one
11
1
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Where all the #oil bears at today? Searching the world... cant find em' #COM #OOTT #EFT #WhereHaveTheBearsGone
6
3
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
Can we just get it over with and realize these additional Saudi #oil cuts are going to last as long as oil price remains low… maybe Dec maybe through 2024… but hey if market doesn’t see that, better for longs, extra boost every month #COM
@JavierBlas
Javier Blas
@JavierBlas
1 year
BREAKING: Saudi Arabia announces it will extend into August its 1m b/d unilateral oil production cut (and says it may be extended further) #OOTT #SaudiArabia
8
50
193
4
2
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
All I hear when the IEA speaks… #COM
@spectatorindex
The Spectator Index
@spectatorindex
1 year
BREAKING: International Energy Agency says OPEC+ production cuts will intensify the 'siege' on oil consumers
19
106
513
2
2
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
7 months
Solid stuff from little Pelican! GL next week!!
@z_or_zee
Victor Mattiece
@z_or_zee
7 months
Cold AF out there but the little Pelican still practicing. Korea bound next week. LFG
25
4
166
1
1
36
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Hasn’t @CornerstoneOil been on this story basically forever? #COM #OOTT #EFT
@staunovo
Giovanni Staunovo🛢
@staunovo
2 years
The Mystery of America’s Millions of Missing Oil Barrels #oott
7
11
57
2
3
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
“The President is announcing that the Administration intends to repurchase crude oil for the SPR when prices are at or below about $67-$72” World oil producers: #COM #EFT #OOTT
4
0
34
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
#Buybacks Shots fired: “When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive)” Buffett
4
3
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
$MEG.TO projected 23 YE net cash position... Nobody... and I mean Nobody was betting in this 12-18 months ago... Net cash and like 8000 years of reserves... (yes it’s a joke but you see where I’m going) #COM #CanadianOilMafia #OIL #OOTT
@garquake
Burnsco
@garquake
2 years
MEG Energy Corp. Foundation report and cash flows $meg.to
Tweet media one
Tweet media two
10
7
87
1
2
35
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Lol what recession… Saudi seems to think physical markets remain tight it seems. Demand destruction? #COM #OOTT #EFT
@financialjuice
FinancialJuice
@financialjuice
2 years
SAUDI ARABIA RAISES ALL OIL PRICES FOR ASIA FOR SEPTEMBER.
11
96
394
2
2
32
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Probably the best free #analysis and #equityresearch available anywhere on the internet Superb work by Shubham!!! #Energy #FinancialFreedom #FIRE #CFA #Investing #Alpha #SPX #NDX #COM #EFT #OOTT
Tweet card media
Canadian Oil & Gas Q3 Preview Session

Canadian Oil & Gas Q3 Preview Session - 3 minutes on fundamentals, financials, catalysts, and risks of all 57 companies on White Tundra's coverage list00:00 ...

www.youtube.com
3
9
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
@zerohedge Most young traders... what’s LTCM 😂
2
0
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
$VET.TO hedge book as of Sept 30. Nice to see hedges in 2024, hopefully they layer on some Q2-Q3 2024 hedges over the winter if things get silly! #COM #EFT #OOTT
Tweet media one
3
5
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
2 years
Its Friday and WTI didn't wanna $69 ... Bullish? #COM #OOTT #EFT
5
0
33
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
1 year
So basically the story @WhiteTundraSG and @sohaibab9 and friends have been saying all year is legit? #COM #OOTT #Oil #TaleOfTwoHalves #OilNotDeadYet
@JavierBlas
Javier Blas
@JavierBlas
1 year
OIL MARKET: I'm a contrarian here, but I continue to see no evidence of weak demand growth in the oil market. It may not be as spectacular as some had hoped, but for now at least, global petroleum demand is doing fine. Consumption will hit an all-time in 2023 | #OOTT
47
147
810
3
0
34
@ValueNotDeadYet
ValueNotDeadYet
@ValueNotDeadYet
10 months
Step away from PC for a day and oil stocks go -6% #COM #OOTT #EFT
4
0
33