DS Profile Banner
DS Profile
DS

@nyetjgoldblum

5,670
Followers
1,785
Following
1,310
Media
18,939
Statuses

World-class Oil, Gas, Coal FURU and bot coin influenza.

Orlando
Joined February 2010
Don't wanna be here? Send us removal request.
Pinned Tweet
Thanks to @mfwarder for spending his Tuesday evening with @jleqc and @InvestInOnG talking Q4 results and his 2024 outlook. To listen to the Space on your podcast app:
4
12
28
2
4
10
If I could follow only 10 people on Twitter, @WhiteTundraSG would be one of those 10. Shubham has updated his price targets for the #COM stocks he is tracking. Click the link, and be amazed at the free information he provides to energy investors.
26
22
200
I'm tracking a cut of 1.65M barrels/day for rest of year starting next month? Is that right? SA: 500K UAE: 144K ALG: 48K OMAN: 40K KUWAIT: 128K KAZ: 78K Iraq: 211K Russia: 500K
18
35
172
Why not talk about Apple's $99.8B profit in 2022? One company profits as much as half of the oil sector?
@RepAOC
Rep. Alexandria Ocasio-Cortez
1 year
Oil companies brought in $200 billion in profit last year. Yet the prices at the pump and on our utility bills remain high. “That, ladies and gentleman, is what we call the oil cartel.”
5K
7K
27K
19
18
152
@se4realhinton I can't believe an author this influential in teens' lives grew up to be this person. You need to regress about 40 years, lady.
1
4
101
@btharris93 Shaving Ryan's Privates
2
0
106
For those wondering if $VET has hedged to capture some of that crazy European pricing, see below for Q1 '24 hedges added for NBP, and TTF hedges ranging from €74.66-€84.99 (~$510 USD/BOE in Q4 '23). #COM
Tweet media one
16
13
110
@sciam More like @scam . Used to read you as a teenager (Dad subscribed). Would never dream of reading your tripe today. You're not Galileo, you're the church of Greta.
0
3
82
$VET from $34 to $53. ...
@trend_bullish
Bullish Trend
2 years
National bank upgraded targets for oil & gas 🛢📈🇨🇦
Tweet media one
11
19
179
8
11
93
In Q4 '21, when WTI averaged $77.15, Suncor announced $1.78B in FCF. If investors valued $SU the way they value $TSLA, a Suncor share would be worth $1,697.87.
12
8
90
To my dividend brothers and sisters, please take a look at a little gem misnamed Tourmaline Oil ($TOU or $TRMLF in U.S.). Looking at strip pricing, I have them paying an additional $9.67 CAD in divvies this year, which works out to a 14.5% yield.
7
6
71
Did I really hear @anasalhajji reference the possibility of $700 oil in last night's space?
15
4
71
@WhiteTundraSG is brilliant, hard-working and shares knowledge freely. He is the prime reason we are the most educated retail investors in energy -- or any other sector. Must listen to this Space several times to absorb it all. #COM
@WhiteTundraSG
Shubham Garg
2 years
18
9
83
6
6
69
I'll take shit I've never dreamed of seeing on Twitter for $500, please.
Tweet media one
6
1
66
He helped me to a 55% return YTD on energy stocks. ... And I know plenty who have done waaaaaay better.
@bennyjohnson
Benny Johnson
2 years
Name a single Joe Biden accomplishment. Go 👇🏻
9K
1K
12K
6
5
68
Perhaps the most epic Space in #COM history. ...
10
11
64
#COM equivalent of getting past the velvet rope that blocks the poors and the losers from da club:
Tweet media one
11
0
63
If retweeting is now reposting, then tweeting about oil and gas is #COMposting .
7
0
57
@zhanginu has kindly offered to come on a future High-Energy Tuesday to discuss New Hope Coal ($NHC / $NHPEF). To whet our appetites, check out his discussion of a company poised to out-FCF $WHC ! #CoalTwitter #COM
6
5
56
Ladies and Gentlemen of #COM , please mark 30-AUG on your calendar: $RZE CEO @oilandgasrebel will be our special guest, discussing Razor Energy's Q2 earnings and taking questions. Thanks in advance to Doug for taking time out of his schedule to meet with us.
7
7
58
Rearranging the deck chairs on the DS Titanic. Sold a bunch of miners and tobacco, bought CNQ, SDE, GTE, OBE, TOU, VET and ... SU.
10
0
57
We will be graced by the presence of @jenstilmanydots on the next High-Energy Tuesday. Jenny will be discussing the copper thesis and perhaps will have some ideas on producers. See y'all next week!
4
2
55
Big shout-out to @garquake , my second Canadian energy follow after @ericnuttall . Thank you for generously sharing knowledge. If I didn't follow you last fall, I'm probably not a part of #COM and not likely hosting great guests such as @Prairieboydave .
@garquake
Burnsco
2 years
If wanted to know what royalty company is all about-check out chat with @Prairieboydave of Free Hold Royalties These #com spaces are something else to get CEOs- info no where else-listened thru workout today- BTW these guys pay a friggen dividend 7.883% 😲 #com #oott $fru.to
1
1
26
2
2
54
Actually, scrubbed all Bloomberg-approved garbage from the port, which is why I've made money this year.
@BloombergNRG
Bloomberg Energy
2 years
What's in your 401(k)? Fossil fuels, most likely. Here's a guide on how to scrub them out of your retirement plan
195
10
38
7
1
51
Today was a thorough ass-slapping, but at least no one called me "Sally."
9
0
50
$VET had FCF of $115 million ($0.70/basic share), including the full year impact of the European Windfall Tax. Without the impact of the EWT, FCF would have been $338 million ($2.07/basic share).
@trend_bullish
Bullish Trend
1 year
Vermilion Energy Inc. Announces Results for the Year Ended December 31, 2022
1
1
14
10
2
53
You might find yourself lamenting the cost of energy. What can you do about it? Invest in fossil-fuel stocks. Despite what the ESG crowd claims, fossil fuels are going nowhere for decades.
2
6
47
Unless you're Ireland's only source of natural gas, in which case, they'll rob you blind. $VET #justiceforvermilion
@BBGNewEconomy
Bloomberg New Economy
1 year
Why Ireland is the place to expand your business. Sponsored by @idaireland
10
5
24
4
9
48
Have some $ to put to work? Using @WhiteTundraSG 's price target sheet, here are some companies to look at (potential upside at $100 WTI/share price below 52W high): VET 428% upside/share price 18% below 52W high GTE 302%/31% MEG 183%/24% TVE 169%/23%
7
3
47
Thanks to all who attended yesterday, especially @energyburrito for his uranium elevator pitch and suggesting two ways to play! Look for a timeline running down the show's topics in the replies.
Fewer than 7 hours until @energyburrito gives us a taste of nuclear macro and investing ideas. Please join us!
3
1
8
6
4
45
Alex is a legend among small-cap energy CEOs. He Tweets his company's acquisition, then hops on stage to field questions for an hour+. Not all questions were fair or intelligent, but he didn't bat an eyelash and took on all comers. Thank you, Alex! #COM
@AlexVergeJOY
Alex Verge
2 years
Hi Everyone Today is a very big day for $JOY.TO $JRNGF. Earnings and MORE coming in the next few hours. It will be worth the wait. Alex
21
14
207
1
3
48
In my newsroom days, when someone announced a story akin to this, an ink-stained editor would respond, "Here's 25 cents. Go call someone who gives a shit."
4
2
46
Join @jleqc @InvestInOnG and the gang as we welcome back @jenstilmanydots . Hide the flammables, it's going to be a barn-burner!
5
21
42
@MattWalshBlog "Do They Know It's Christmas" is a pastiche of poop. It excretes the worst of the '80s on the world's doorstep; sets it aflame; and rings the bell.
4
0
39
It's been a little while. Shall we gather on Monday?
4
4
45
After today's move, my top holdings (in order): VET, TOU, CNQ, SGY, MEG, SDE, PNE, CVE, CEIX, OBE, ARCH. I plan on holding CNQ until my children inherit it -- my ghost will haunt them if they try to sell. 9/n
6
3
44
@nyetjgoldblum
DS
10 months
Oil industry should start selling at cost when every other Western company sells products at cost. Wife excited to see cost of non-profit Hermès scarfs.
@vtchakarova
Velina Tchakarova
10 months
French President Macron said that France will ask the #Oil industry to sell fuels at cost. German state-owned trader SEFE is about to start purchasing Russian LNG cargos again this winter. Do you see the pattern here? We are likely facing #Energy Crisis 2.0 #oilandgas #Velsig
27
70
258
4
0
43
@EvanMcMullin @MaxBoot National Review, which published an anti-Trump issue and employs David French, is now Trumpist? Seek help. Your mother and I are both embarrassed we voted for you.
1
3
37
Twitter #COM / #CoalTwitter team, I must apologize. Have to reschedule @zhanginu and $NHC discussion because of Hurricane Ian. Stay safe, and hope you see you soon!
9
1
45
@WhiteTundraSG Brother Shubham, thank you for the $ARX pep talk on Tuesday! Bought a little more during yesterday's dip, and it appears to be one of today's biggest winners.
1
0
44
What happened on last night's High-Energy Monday on a Tuesday? Let's find out:
3
3
3
4
20
32
@IMAO_ The Stouffer's "Family-Sized" mac and cheese would choke a blue whale's aorta. WM prolly sells 4M of those a day.
4
0
41
@nyetjgoldblum
DS
11 months
RFK Jr. exposes himself as a terrible candidate ... again. Would greatly appreciate someone fixing the too-many-dumb-people-in-politics crisis.
@RobertKennedyJr
Robert F. Kennedy Jr
11 months
Here’s my 10-point plan to fix the plastics pollution crisis. #Kennedy24
608
794
5K
4
4
43
Join us tomorrow evening. @philoinvestor would like to revisit $VET, and there's a whole lot more to talk about. See you there!
2
7
42
@nyetjgoldblum
DS
11 months
ESG idiots who own 0.03% of Conoco are threatening to sell unless the company stops acquiring undervalued Canadian assets. I own 0.05% of $CSO, should I divest if they don't buy me a pony?
@Dean44246602
Dean
11 months
0
0
1
6
2
40
@DSteinmoeller @gurgavin @BubleQe @ericnuttall was calling for a 17% yield in 2023, IIRC. I don't know about the rest of #COM , but life would be much easier for me with $150K-$180K in passive annual income next year.
1
2
37
@InvestInOnG @adamfrank79 @DividendGrowth You've given me New Hope, Deep. My wife's favorite gem is Tourmaline. She would like a home in Devon. She's not a Canadian Natural, but I Consol her with this Arch thought: The Cardinal finds the best Berry by the Pine Cliff.
6
2
40
BlackRock is enormous, but this could snowball into something significant.
@WillHild
Will Hild
2 years
🚨BREAKING: @LATreasury announced in a letter to BlackRock CEO Larry Fink that Louisiana will divest ALL Treasury funds from BlackRock, totaling $794M to be removed by year’s end. This the LARGEST divestment from BlackRock by any state. Here's our statement🧵:
615
5K
21K
9
4
38
Is the WSJ trying to clobber $CVE? Will Lula wreck $PBR? Is Zelensky buying $WHC? Let's talk tonight! #COM
4
4
36
@topleasebandito @EnergyCynic Energy spaces are actually very good. They feature people who are in the industry, who can talk the talk, plus analysts, and ordinary folks, as well. All making money off profitable companies. CEOs come and speak sometimes, and we have experts from around the globe.
3
1
37
Merry Christmas and Happy Holidays to all! Traveling for the next few days with limited Internet (can u heer mee, @jleqc ?!), hoping one of the greats will record an epic Space next week so I can listen to upon my return.
11
2
36
@SGY_ENERGY Pure fire from the Surge team in their space with @WhiteTundraSG . Conviction, confidence, knowledge, passion, a will to make money. Energy CEOs -- investors are active on Twitter. Spend time with us; communicate your value clearly, then ...
2
4
36
That day is almost here! @zhanginu will talk New Hope ($NHC) and Aussie coal Tuesday evening (Wed morn in Oz). Join us and help fuel the conversation! #COM #CoalTwitter
0
2
36
@IBB_INVEST @DoombergT If an idiot leaves Ottawa on a southbound jet traveling at 650km/hr, and a low-IQ dementia patient leaves Washington on a northbound jet at 700km/hr, approximately how many minutes elapse before North America is fucked?
3
6
35
What happened on last night's HET? Let's take a look.
Join us Tuesday to discuss #COM stocks; commodities; whatever's on your mind!
6
8
21
5
3
36
I guess I'm one of the cool kids now. ...
Tweet media one
9
1
35
Wishing a Happy Father's Day to all the dads out there. Every day is Father's Day for me, because my daughters are successful, productive and happy young women.
2
0
35
@sohaibab9 @WhiteTundraSG @garquake Gents, would it be possible to reach out to @VermilionEnergy and see if Lars or another member of his team could do a Space? Could easily get 5K attendees, many already holding $VET.
4
3
35
H/T: @WhiteTundraSG for helping build conviction, then repeatedly reinforcing with facts that gave me confidence to take a full position in $VET since last summer.
@RobertBaker25
Robert
2 years
The #COM is ahead of it’s time ⁦ @trend_bullish ⁩ ⁦ @nyetjgoldblum
Tweet media one
0
0
10
5
1
36
Join @mfwarder and the gang as we discuss all things met and thermal. See you there!
5
6
36
China after it's latest lockdown nothingburger. ...
Tweet media one
1
2
34
What are most of the world's candles made of, again?!
@RadioGenoa
RadioGenoa
2 years
Lights out and candles lit in Italy due to 500% increase in energy bills. It will be a very hot autumn in Europe and beyond.
0
2K
5K
2
2
34
The Canadian Oil Mafia looks at energy, commodities and contrarian investment ideas - with a focus on what to buy and why. Multibaggers welcome!
8
7
32
When the market opened this morning, and ERF ripped up 8%, while CNQ was up 2%, I said enough of this. It's a taxable event, but I sold all my ERF and plowed it into CNQ. 5/n
5
1
35
Let's buy a freaking refinery! #COM .
@sohaibab9
Sohaib Abbas
2 years
BREAKING NEWS: A member of the #COM has just been voted director into a publicly traded Canadian E&P, @BubleQe said it best, we are not here to take part … we are here to take profits !!!
22
9
129
6
0
35
@mfwarder will be talking earnings and all things coal. Join us!
2
14
38
The great @jenstilmanydots is coming on to share her insights on junior miners. Please join us!
4
4
34
So the government is telling NEWC producers up to 10% of production must be sold at $87.03 USD/tonne to NSW instead of at $351/t to customers. 🧵 1/7
2
0
33
"With profit taxes at 75% and the opposition calling for higher rates, firms are deserting the North Sea. Harbour Energy plans to shed 1/3 of it's staff." Bullish? You decide.
5
1
30
This is the video that forced Jacinda to resign, isn't it?
4
3
31
$EC paying beeg divvy. They even have solar. That all $YAL got?
Tweet media one
3
0
32
Join @InvestInOnG and the gang, as we talk $BTU with special guest @8750Capital , plus all the usual energy/commodity stuff we all love! See you tomorrow.
3
7
30
Wow. Start at 3:10.
@DrAseemMalhotra
Dr Aseem Malhotra
2 years
BREAKING BBC News: Cardiologist says likely contributory factor to excess cardiovascular deaths is covid mRNA vaccine and roll out should be suspended pending an inquiry. We did it. We broke mainstream broadcast media 🔥🔥🔥
9K
72K
168K
7
5
31
What happened on last night's High-Energy Tuesday? Let's find out!
That day is almost here! @zhanginu will talk New Hope ($NHC) and Aussie coal Tuesday evening (Wed morn in Oz). Join us and help fuel the conversation! #COM #CoalTwitter
0
2
36
5
0
33
@HashtagGriswold As the first brown kid to shoplift a KitKat from my Ypsilanti 7-Eleven, I was regarded as a thief by some, and the creator of chocolate-wafer-liberation theory by others.
1
0
31
Please show me the "recent" time when $CNQ was $6. I will invent a time machine to go back and buy this shit up.
@ThumpForTrump
ThumpForTrump
9 months
@willrayvalentin $cnq was a $6 stock recently. The problem with oil isn’t the cash flows. Or technology. It is the investor base. There is none. Once the 2-3x leveraged ETFs start selling, everything drops 90%. When $KYN liquidated, pipelines were down 98%. 🤷‍♂️
2
1
1
4
0
31
@sohaibab9 @ericnuttall @WhiteTundraSG @mark_skittle @RazorOil @OjukwuPHD @CornerstoneOil @rockcreekfreak @tommacinnis @William39009143 Sohaib, thanks for doing so much work to build this great Twitter community. Wishing you great success in '23 and beyond.
3
1
32
What happened on last night's HET? Let's find out!
Starting right now
0
3
12
3
6
31
The key is the sharing that is elemental to our community. You gents discuss your thoughts/throw out ideas, then others on stage kick the tires. Just ego-free, honest attempts to help everyone be better informed.
2
0
31
@YellowLabLife Koala, you are one of the best follows on Twitter because of your humility; your courage in holding to your convictions; and your willingness to share your wisdom. Congratulations on 2022. Wishing you many, many more years of success.
1
0
29
#COM family reunion 2023
Tweet media one
4
1
32
Dude pretending to be a supermodel has been mindlessly pushing stocks since I've been part of #COM . Keeps attacking anyone and everyone. Petropronouns, I'm muting you. Take some medication, get a new handle and come back when you can be an adult.
7
0
30
@BubleQe @jim_duffus @Kevin_AGraham @AssetTraveller @JoeBeattie11 Thanks, QE! Team #COM , if I may be so bold, based on: 70% payout of FCF. Projected '22 $3.6B FCF Projected '23 $4.9B FCF: Next five divvys: $2.00, $2.25, $2.25, $2.25, $2.75. Currently, a 9.6% yield at $80/shr, will be 13.1% next year.
10
1
30
What happened on last night's High Energy Tuesday? Let's find out!
Just starting, come join us!
0
1
1
6
1
29
One more reason to ban all new North American pipelines.
@AJEnglish
Al Jazeera English
1 year
The derailment of a train carrying toxic chemicals linked to cancer has raised concerns in the US of long-term health risks for the residents of East Palestine, Ohio ⤵️
42
842
1K
12
2
28
In my house at Christmas, we divide everyone into two groups: Those celebrating the cold and flu season, and those who recently finished celebrating. Hope all your Nyquil-induced stuporific dreams came true today!
4
0
31
@ValueNotDeadYet @ElliotDodson @z_or_zee Tired of all the pro bros telling energy investors, especially #COM investors, that oil stinks/is going to plummet. If you believe that, short energy, and show us the receipts. I'll hire these folks to peel my grapes.
5
0
31
What happened on last night's HET? Let's go!
Come join us, starting now
2
1
12
3
3
31
A lot more comfortable with Vermilion's hedgebook after taking a look at what the company has hedged and at what prices. NBP's worst hedging is a 50% premium to Henry Hub strip, and rises to $222 BOE (Q1 23). TTF $234 (Q3 '22) up to $327 (Q1 24).
1
1
31
TTF was $330/BOE when Tourist created this. It's now $612+.
@AssetTraveller
🇨🇦Adam⛰️
2 years
German parties this winter
Tweet media one
182
2K
26K
2
1
30
In a few minutes, we find out if our Petrobra is DD or ...🤞🤞🙏🙏 $PBR, $PBRA
3
0
29
Thanks for this public-service announcement, MT. I ended up dumping my $VET and plowing the funds into $WHC, $CEIX, $AMR, and loads of $BTU. The FCF in these companies is extremely high, and they might be less exposed to extreme taxation.
@CouldBeMistaken
Miss Taken
2 years
Irish windfall tax announced at 75%. Much higher than the 33% expected. 1/2 $VET.to
Tweet media one
37
7
91
12
0
28
What happened on perhaps the best HET we've done so far? Let's get to it!
Time change (starting two hours early) to accommodate our European guest's schedule.
4
5
28
2
2
28
Nice nug from $MEG earnings: US$100.42/BBL realized average sales price vs. US$83.55 in Q1. MEG sold 79% of production at the U.S. Gulf Coast compared to 58% in Q1. With H2 production expected to match/exceed Q1 (101K), imagine the FCF. ...
2
2
29
$CVE announces $2.3B in FCF, reduces net debt from $8.4B to $7.5B. ALSO NOTE: CAPEX midpoint rises $400M to $3.5B. MTF, I'm sure.
2
4
29
What happened on HET last night? Let's find out. NO RECOMMENDATION.
@lvanTretiak
Ivan Tretiak
2 years
JOIN @nyetjgoldblum ENERGY SPACE. NOT A RECOMMENDATION.
0
1
9
3
2
27
Corpse Reviver #2 and @RazorOil hosting a Friday Space. Welcome to the weekend!
Tweet media one
2
0
29
@nyetjgoldblum
DS
11 months
Just realized BP now stands for "beyond penis."
@KalibKoons
Kalib Koons | FL Realtor + Finance Guy
11 months
$BP CEO Bernard Looney just resigned, The board and company stated he "Was not fully transparent about personal relationships, based on anonymous information" He is stepping down, effective immediately. #oilcrisis #bp #ceostepsdown
Tweet media one
1
0
6
4
0
29
If anyone wants to listen to @sohaibab9 and his excellent Twitter Space with @Acesportsfan1 , CEO of Pine Cliff Energy, please see the below link.
2
3
29