Rock Creek Freak @rockcreekfreak Twitter profile

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Rock Creek Freak

@rockcreekfreak

3 months

@HiddenOG @lporiginalg @yabadabadio My boy here absolutely simping for Big Insurance Hate to see it

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Rock Creek Freak

@rockcreekfreak

5 months

With Canadian energy reserve reports and year-end financials trickling out, I took a look to see what discount rate the market is pricing in for various TSX-listed heavy oil exposed equities at current share prices. When a reserve report is created, the third party firm will

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Rock Creek Freak

@rockcreekfreak

7 months

Have been told by a seasoned energy pro that the $XOM method for doubling shale production is injecting a goo-type substance to block existing perfs down wellbores and then quickly running in guns for a new cluster and pumping fresh stages. Then the goo breaks down ~ month later

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Rock Creek Freak

@rockcreekfreak

2 years

While Europe is paying above $200 euros per megawatt hour natural gas price today, Station 2 Gas in British Columbia, a primary sales hub for all NEBC Montney Production. is -$0.25/GJ this morning -- yes, negative pricing.

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Rock Creek Freak

@rockcreekfreak

2 years

WTI oil closed at $122.11/bbl on June 8th; that was the high water mark for many names. Below is a plot that compares today's closing prices to the share prices of most Canadian E&P from that day

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Rock Creek Freak

@rockcreekfreak

7 months

Merry Christmas to everyone except low discipline shale CEOs who are flooding the market with oil and gas! You get coal this year!!!

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Rock Creek Freak

@rockcreekfreak

2 years

Canadian E&P decline rates

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Rock Creek Freak

@rockcreekfreak

7 months

SPE paper on Eagle Ford Refracs authored by $DVN Devon Energy funded with a grant from @JoeBiden and his Department of Energy: Redefining Recoverable Reserves in the Eagle Ford: Refracs and Infill Development Lessons Learned From the Hydraulic Fracturing Test Site 1 (HFTS) Phase

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Rock Creek Freak

@rockcreekfreak

2 years

Next weekend I will do a recorded space on oil & gas reserves evaluation -guidelines (ni51-101, COGEH, price forecast) -inputs (declines, opex, royalties, capex, ARO, type curves) -categories (pdp, 1p, 2P) -outputs (npv, volumes, NAV) Post below if you have questions for it👇

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Rock Creek Freak

@rockcreekfreak

2 years

Did you know that British Columbia is an emerging energy superpower? No not LNG — but clearcutting trees to compress them into wood pellets so the UK can burn them for electricity! @bcndp @jjhorgan

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Rock Creek Freak

@rockcreekfreak

2 years

Year To Date performance of every stock I could think of involved in the Canadian Energy Complex Hopefully we don't get rugged next week! It was a pretty wacky year, but I had a great time online with you all through it -- thanks!! Merry Christmas and Happy New Year!

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Rock Creek Freak

@rockcreekfreak

8 months

As working people struggle to pay bills, generously compensated University professors mock your concerns about a regionally selective carbon tax. Your CO2 tax payments allow our government to subsidize @andrew_leach 1%er salary These people hate you.

Andrew Leach

@andrew_leach

8 months

@Robdel584511331 @PierrePoilievre Sorry that climate change upsets you, Jim.

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Rock Creek Freak

@rockcreekfreak

2 years

EV/FCF multiples including hedging, at todays closing prices, adapted from @WhiteTundraSG , always good to see how companies look from time to time on a plot!

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Rock Creek Freak

@rockcreekfreak

2 years

The Twitter Balloons don’t lie — today is @sohaibab9 birthday! Happy Birthday!

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Rock Creek Freak

@rockcreekfreak

2 years

WTI oil nearly hit 2022 lows ($76/bbl) on September 26. Oil and gas stocks were clobbered as well. A month has passed since then. Plot below shows relative share price improvements since that fateful day, up to today's close.

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Rock Creek Freak

@rockcreekfreak

5 months

Base decline rate of various North American oil and gas companies

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Rock Creek Freak

@rockcreekfreak

2 years

Live look at the boys coming back to life after a rough start to the morning

First Squawk

@FirstSquawk

2 years

SAUDI ENERGY MINISTER SAYS CURRENT CUT OF 2 MLN BPD CONTINUES UNTIL END OF 2023, IF THERE IS NEED TO TAKE FURTHER MEASURES BY REDUCING PRODUCTION TO BALANCE SUPPLY AND DEMAND WE ALWAYS REMAIN READY TO INTERVENE - STATE NEWS AGENCY

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Rock Creek Freak

@rockcreekfreak

6 months

It is becoming apparent that drought conditions will emerge later in 2024 as snowfall has been nonexistent in western Canada. Unless things change, there is a significant risk of government-imposed water restrictions for oil and gas usage of freshwater for waterfloods & more

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Rock Creek Freak

@rockcreekfreak

1 year

I have decided to pursue a new career as a physical oil trader. I will be touching the barrels like @JoeBeattie11 and counting the barrels like @Rory_Johnston . Here is my update on the physical. Our camp of 1 (me) remains bullish

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Rock Creek Freak

@rockcreekfreak

6 months

Shocking news out of Australia. Woodside Energy $WDS has just announced a 50-50 Joint Venture with Canadian company Paramount Resources $POU in the Liard Basin in Northeast BC. An example of a shale well’s productivity there is shown below. #MakeTheHornRiverGreatAgain

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Rock Creek Freak

@rockcreekfreak

2 years

Milestone discoveries of Canadian Crude Oil: Norman Wells 1920 Turner Valley 1936 Hibernia 1979 Weyburn Steelman 1953 Pembina 1953 Swan Hills 1957 Rainbow 1963 Leduc 1947

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Rock Creek Freak

@rockcreekfreak

4 months

Update to Net Asset Value per Share of each Reserves category for Canadian listed energy producers that have reported year end results so far. See notes slide for assumptions. Includes an Average for E&P now. Let me know if you have any questions, suggestions or see an error!

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Rock Creek Freak

@rockcreekfreak

2 years

final year to date performance of canadian energy stocks (jan 4 to dec 30 '22) Top 10: 1. Pieridae 2. Cathedral 3. STEP 4. Petrus 5. ROK 6. Spartan Delta 7. Wescan 8. Pine Cliff 9. Precision Drilling 10. International Petroleum

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Rock Creek Freak

@rockcreekfreak

8 months

Tamarack Valley $TVE spent $313.7 Million on acquisitions in the Southern Clearwater Production has declined 30% since last November (7,015 bopd to 4,846 bopd gross), with 31 wells drilled since April 2022 Should be interesting to follow the new Fan-style wells

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Rock Creek Freak

@rockcreekfreak

7 months

Additional literature on refracs in the North Dakota Bakken is summarized below from a 2022 paper Many early Bakken wells were drilled open hole with no liners, in the best geology. Absolute prehistoric tech. Hence the huge uplift with a modern stimulation

Rock Creek Freak

@rockcreekfreak

7 months

SPE paper on Eagle Ford Refracs authored by $DVN Devon Energy funded with a grant from @JoeBiden and his Department of Energy: Redefining Recoverable Reserves in the Eagle Ford: Refracs and Infill Development Lessons Learned From the Hydraulic Fracturing Test Site 1 (HFTS) Phase

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Rock Creek Freak

@rockcreekfreak

2 years

Got a nibble on the line today!!

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Rock Creek Freak

@rockcreekfreak

3 months

Just got a corporate makeover, seeking client-facing shale investment banking roles (9 figure deal size minimum) if anyone has a lead let me know

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Rock Creek Freak

@rockcreekfreak

1 year

OPEC stepping in with a tactical emergency response to resuscitate the bullishness we have all been lacking as of late CC @dima_username

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Rock Creek Freak

@rockcreekfreak

2 years

Plot of (pretty much) every Canadian E&P deal ($/boe/d metric) since the start of covid Note that a few deals were primarily land related so the scale is off the plot. I annotated those ones Which ones stand out to you? Predictions for anything next?

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Rock Creek Freak

@rockcreekfreak

1 year

Sorry I never got around to making this for you, SBA. I hope you're doing well wherever you are, and you'll be missed. Below, some charts of oil production growth via the drillbit by $CNQ in their Clearwater play at Marten Hills and Sparky play in Bonnyville/Cold Lake.

SBA

@SadBillAckman

1 year

Perhaps someone who is more rock or well oriented can chart out $CNQ's clearwater wells and rack them. @rockcreekfreak @RazorOil

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Rock Creek Freak

@rockcreekfreak

1 year

You have to admire the selfless work of Scott Sheffield at $PXD Pioneer in subsidizing the A.I. Rally at the cost of his own stock. He’s run 25+ rigs all year to get that price of oil lower, which has provided ample excess liquidity in the pockets of investors to bid up tech!

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Rock Creek Freak

@rockcreekfreak

2 years

Just for visual reference and entertainment purposes, here are current cash flow multiples from today's closing share prices; adapted from @whitetundraSG epic price targets spreadsheet.

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Rock Creek Freak

@rockcreekfreak

2 years

As we close the first day of Q3, always good to visualize the @whitetundrasg trading multiples at todays prices. As always great work putting these together Shubham!

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Rock Creek Freak

@rockcreekfreak

2 years

A look at the $bte.to Baytex 2 mile Peavine clearwater oil wells in northern Alberta. As per todays Q1 release the 3 wells online from this pad are making 1,100 bopd each -- nice

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Rock Creek Freak

@rockcreekfreak

6 months

January 12 2024 AECO Weekend Weighted Average Price: $12.88 CAD/GJ Station 2 Weekend Weighted Average Price: $22.16 CAD/GJ 3 BCF gas offline on NGTL system

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Rock Creek Freak

@rockcreekfreak

1 month

Do not think I’ve ever seen more premium oil and gas #Swag than now $PD

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Rock Creek Freak

@rockcreekfreak

4 months

Have you ever looked at a reserve report and wondered how you can extrapolate a decline rate for an oil company’s proved developed producing (PDP)/base production? We often refer to a Company’s reserve life index (RLI) – you take their reserve volumes and divide that by (current

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Rock Creek Freak

@rockcreekfreak

1 year

These private companies are really shedding rigs. Below is yesterdays RBC Permian rig tracker

Energy Headline News

@OilHeadlineNews

1 year

US OIL RIG COUNT DOWN 7 TO 530 - BAKER HUGHES SAYS

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Rock Creek Freak

@rockcreekfreak

7 months

Few things are as astounding as the relentless production growth of $EOG through the years. In Q3 2023, they essentially eclipsed the 1,000,000 boe/d threshold in their multi-basin shale portfolio -- all with an approximate 38% base decline rate* *(Estimate by Peters & Co.)

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Rock Creek Freak

@rockcreekfreak

6 months

Hemisphere Energy $HME had been secretly assembling a land position in a mystery play behind brokers. They just licenced 5 HZ which revealed where this land was, a heavy oil Sparky pool in western Sask. This is an an old Husky vertically developed Sparky pool. Based on the

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Rock Creek Freak

@rockcreekfreak

7 months

Wacky prediction in Canadian M&A in 2024: Everyone thinks $POU Paramount will take out $NVA NuVista due to them owning ~15% of NVA. Paramount has the balance sheet to do some serious M&A as they are around half a billion net cash inclusive of all equity ownership in securities.

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Rock Creek Freak

@rockcreekfreak

1 month

Canadian natgas prices today in CAD/GJ: AECO $0.89 BC Station 2: $0.01

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Rock Creek Freak

@rockcreekfreak

1 month

Holy crap… they WORKED!

Rock Creek Freak

@rockcreekfreak

1 month

Do not think I’ve ever seen more premium oil and gas #Swag than now $PD

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Rock Creek Freak

@rockcreekfreak

1 year

#natgas

Heinrich Leopold

@LeopoldHeinrich

1 year

$natgas Is the winter starting in earnest? According to the commentator chances are high. It had been snowing the most of the winter today in Upper Bavaria.

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Rock Creek Freak

@rockcreekfreak

7 months

Fun fact of the day, the state of Pennsylvania produces more natural gas per day than the entirety of Canada

Jeff Davies, the Energy OG

@EnergyCredit1

8 months

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Rock Creek Freak

@rockcreekfreak

2 months

A look at a few Montana Bakken wells drilled approximately 20 years ago that White Rock Oil & Gas (TX) has revitalized using Refrac technology. These are some of the earliest horizontal fracture stimulated wells ever drilled. Some pretty impressive results!

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Rock Creek Freak

@rockcreekfreak

2 months

Doing my part to spread some facts & patriotism in some of the most elite left wing neighborhoods in Calgary.

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Rock Creek Freak

@rockcreekfreak

11 months

Wow CAD $2.359/litre gasoline price in British Columbia Canada Equivalent to $6.61/gal in US Dollars at todays currency conversion rate, is this pretty expensive compared to current American gasoline prices? @GasBuddyGuy

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Rock Creek Freak

@rockcreekfreak

5 months

Thank you to Ovintiv for posting a slide show on Trimulfracs on their website! $ovv

Rock Creek Freak

@rockcreekfreak

5 months

What is a Trimulfrac? #eft

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Rock Creek Freak

@rockcreekfreak

2 years

Free Cash Flow Comparison ($USD) Q3 2022 $WCP.TO vs $META @RealPeterLinder

zerohedge

@zerohedge

2 years

2 billion daily users results in... $173 million in free cash flow

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Rock Creek Freak

@rockcreekfreak

7 months

Boys I’ve been wandering the wilderness of $70 oil alone but finally dear leader is here to provide some bullishness

Smarter Markets

@Smarter_Markets

7 months

"When it doesn’t cost much, everybody’s willing to be green." #GoldmanSachs Partner Alumnus #JeffCurrie kicks off our first installment of Setting Course, sharing his macro outlook on 2024 #commodities markets — and what's in store for the year ahead.

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Rock Creek Freak

@rockcreekfreak

2 years

Surge Energy $sgy.to has a really neat pool in the Valhalla field near Grande Prairie. Below is a map of their existing wells in red and a little write up on the asset. The 2022 new drill had the following production data in its first month online (May): 357 bopd 1.49 mmscfpd

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Rock Creek Freak

@rockcreekfreak

2 years

Shocked that @RealPeterLinder hasn't told The Little People about Whitecap $WCP.TO 2022 Glauconite hz drilling results in the Olds area. Some very impressive results coming out of the asset they acquired from Timber Rock a year ago! Data up to end November 2022

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Rock Creek Freak

@rockcreekfreak

7 months

AECO: $2.45 CAD/GJ Station 2: $1.85 CAD/GJ Yes you read that right. AECO is above $2!

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Rock Creek Freak

@rockcreekfreak

2 years

If a pumping oilwell has a cold polish rod, then you know it’s pumping up fluid from the reservoir. If it’s hot, then you’re pumping dry — and you got a problem! Disclaimer — my soft Calgary office hands were not harmed during the filming of this vid — rod was cold!

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Rock Creek Freak

@rockcreekfreak

2 years

Interesting, this guy on BNN today called the EIA gasoline demand numbers "crooked"

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Rock Creek Freak

@rockcreekfreak

3 months

Wow, pretty bearish for #Telecoms Just called Rogers to complain about the disgraceful amount they have been charging me and they cut my monthly bill from $91 to $40 and gave me 75 GB instead of 20 that I had before. Things must be dire with discounts this large. $T $RCI $BCE

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Rock Creek Freak

@rockcreekfreak

2 years

Relative change in Canadian e&p share prices from August 29 close ($97/bbl) to today's close ($78/bbl) Don't despair -- there are a ton of opportunities out there if you have the guts! To me, these drops were overdone, especially when compared to WTI. Good luck to all!

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Rock Creek Freak

@rockcreekfreak

7 months

A look at Baytex Energy’s oil production growth of their Peavine Clearwater asset since drilling started in early 2021. $BTE

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Rock Creek Freak

@rockcreekfreak

1 year

WOW! 👀 Folks, we are witnessing a historic rotation by Generalist Investors into the #LNG Thesis! 🔥 “The King of LNG” @BubleQe has seen an explosive 🧨 growth in Twitter followers: adding over ‼️12,000‼️ in 3 days (Via @SocialBlade ) This is Bullish LNG! 📈

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Rock Creek Freak

@rockcreekfreak

1 year

A post for @sadbillackman -- Today marks the 10 year anniversary of when Tourmaline started drilling this Wilrich well 65 km SE of the town of Hinton AB This well has gone on to be the best gas well $TOU has ever drilled, currently at cumulative production of 18.3 bcf

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Rock Creek Freak

@rockcreekfreak

9 months

An emotional day as the Rig Tracker will never be the same without Scott Sheffield piling on the rigs as oil prices plummet. $PXD

Rock Creek Freak

@rockcreekfreak

10 months

Via RBC Energy Research Permian Rig Tracker: Scott Sheffield at $PXD adds a rig to get production juiced up for an $XOM sale and to help Joe Biden get oil price down. Pioneer has the most Permian rigs running right now.

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Rock Creek Freak

@rockcreekfreak

7 months

Journey Energy $JOY just completed a four-well drilling program at its Medicine Hat Enhanced Oil Recovery asset. Initial public production rates showing a gross pool oil production increase of +535 bbl/d from September to November 2023.

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Rock Creek Freak

@rockcreekfreak

10 months

With its acquisition of Summerland, Cardinal $CJ goes to about ~2,200 boe/d net current production at Mitsue (90% liquids) Talk about an epic pool. At its peak, Chevron was making 60,000 boepd in the 1970s here. The pool has made 377 million barrels of oil (~42% recovery

Rock Creek Freak

@rockcreekfreak

10 months

The Mitsue Gilwood discovery by Chevron in 1965 — couple images below show the deposition of these sands that washed off the Peace River Arch as braided streams 300+ million years ago. Led to a 4m thick reservoir with 12% porosity, 190 millidarcies of permeability and filled

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Rock Creek Freak

@rockcreekfreak

1 year

Brings a tear to my eye -- privately owned Ricochet Oil Corp. has drilled a multilateral oil well into the Pembina Cardium zone underneath the town of Drayton Valley. Rig was released late March 2023 -- look forward to seeing how it does!

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Rock Creek Freak

@rockcreekfreak

6 months

@Gugo907 I think Montney, Deep Basin, Haynesville and Appalachia producers need to do what’s right here: add more rigs

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Rock Creek Freak

@rockcreekfreak

1 year

Six companies (Baytex, Teine, Whitecap, Saturn & smaller privates ISH + Novus) dominate the Saskatchewan Viking Oil Play, which contributed over 51,605 barrels per day of light oil to the WCSB mix in June 2023. Peak production in this region was 78,800 bopd in March 2018.

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Rock Creek Freak

@rockcreekfreak

8 months

As OPEC cuts production, US Shale CEOs are putting the Biden Administration on their backs, piling more rigs into the Permian to get oil prices down Vicki Hollub at $OXY leads the charge and could be the @TheDemocrats “Democrat Of The Year!” Latest RBC Permian rig tracker below

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Rock Creek Freak

@rockcreekfreak

2 years

What's going on with $DVN Devon Energy in the Permian? Quarter over Quarter Delaware basin oil production down 5.4% but gas production up 1%? Interestingly, they are now extending wells to 3 mile laterals. FYI Williston Basin up due to the RimRock aquisition.

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Rock Creek Freak

@rockcreekfreak

2 years

New and improved comparison plot; this time without currency mistakes for some dual-listed names like $OVV! This plot is: Today's closing share price *as a percentage* of the 52 week highs for each Canadian E&P name WTI price on there as well for additional context

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Rock Creek Freak

@rockcreekfreak

4 months

Enterprise value as per todays closing price for TSX listed energy companies divided by approximate current production in BOE/d. The top metric used by @WilliamLaceyYYC when evaluating stocks or so I’ve heard!

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Rock Creek Freak

@rockcreekfreak

6 months

Tamarack Valley has started its Fan style multilateral oil well campaign in the Southern Clearwater with 4 wells so far. Below is a calendar day oil rate performance plot of each well with an annotated map. $TVE

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Rock Creek Freak

@rockcreekfreak

10 months

The Mitsue Gilwood discovery by Chevron in 1965 — couple images below show the deposition of these sands that washed off the Peace River Arch as braided streams 300+ million years ago. Led to a 4m thick reservoir with 12% porosity, 190 millidarcies of permeability and filled

Vancouver Island Guy 🌊

@VanIsleInvestor

10 months

$CJ Cardinal Energy - Internally funded Clearwater tuck-in acquisition

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Rock Creek Freak

@rockcreekfreak

2 months

All Oil & Gas people must stand and unite as Oilers fans Toronto media elites have commenced the seething process. Anti western sentiment will accelerate in the coming days

Bruce Arthur

@bruce_arthur

2 months

The Oilers, like their namesake, are trying to keep the good times going against a rising tide of history and math

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Rock Creek Freak

@rockcreekfreak

1 year

If you survived my extremely boring reserves Twitter space, I specifically highlighted how $Pey.to always does a great job clearly breaking down their reserves each year and really makes all the lingo clear for investors. Here is their 2022 YE result:

Peyto grows reserves and production while reducing debt in 2022 | BOE Report

CALGARY, Alberta - Peyto Exploration & Development Corp. (“Peyto” or the “Company”) is pleased to present the results and in-depth analysis of its independent reserve report effective December 31,...

boereport.com

Rock Creek Freak

@rockcreekfreak

2 years

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Rock Creek Freak

@rockcreekfreak

2 years

High energy volatility lately, hard to believe only 9 trading days ago WTI was $97/bbl! I have aged 10 years in the last couple weeks Plot below is % change in share price from Monday Aug 29 ($97/bbl) to today's close at $86/bbl What stands out to you? Seems quite random to me

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Rock Creek Freak

@rockcreekfreak

2 years

@sohaibab9 @Thegaucher1 @WhiteTundraSG I’m actually slowly working on making a “YouTube” video… plan is to make up a fake oil company with land, production, debt, opex, drilling inventory, etc and then prepare a reserve evaluation of the company. Just to sort of explain an example of how you go about calculating NAV

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Rock Creek Freak

@rockcreekfreak

2 years

canadian pricing december 19 2022 gas prices ($/gj canadian) aeco $7.46 (alberta) transgas $6.41 (saskatchewan) station 2 $6.75 (british columbia) alliance atp $7.48 (to chicago) canadian oil diffs ($/bbl usd) wcs -$28.75 edm lite -$5.25 cond +$2.65

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Rock Creek Freak

@rockcreekfreak

2 years

Surge $SGY wells looking great in Saskatchewan; 1, 5 and 7 in the rankings of best Mississippian wells from the last 12 months. Sub 5% crown royalty for the first 37.5 mbbl production! I’m sure these have paid out several times over.

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Rock Creek Freak

@rockcreekfreak

2 years

“At the smokestack, burning wood pellets for power generation is worse than coal in terms of climate pollution.” UK power company acquired Pinnacle, a BC pellet maker using $1bn+ UK taxpayer subsidies Am I missing something here or is this the dumbest energy strategy going?

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Rock Creek Freak

@rockcreekfreak

5 months

Approximate overlay of Diamondback and Endeavor acreage in Midland Basin (Generated via NASA 200 IQ tier AI only understood by @HiddenOG ) $FANG

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Rock Creek Freak

@rockcreekfreak

7 months

Chart: Current cash use (capex + dividend) to cash flow ratio via Stifel Cashflows assume current forward strip pricing (WTI oil $71.50/bbl and HH gas $2.60/mmbtu)

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Rock Creek Freak

@rockcreekfreak

7 months

Production by geologic formation of all wells originally drilled by $TVE Tamarack Valley Energy since inception. Obviously this excludes wells they acquired from other companies -- just their own they drilled themselves. Interesting to observe the rotation in and out of plays.

Dima

@Dima_username

7 months

@rockcreekfreak Can you do a plot of TVE?, I’m curious how their play pivots played out over time

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Rock Creek Freak

@rockcreekfreak

4 months

Production wedges by year of first flow from the Clearwater formation for Spur, $TVE, $HWX & $RBY is shown below The most recent gross operated public oil production volumes (February 2024) is shown in the plot header for each name Does anything stand out to you?

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Rock Creek Freak

@rockcreekfreak

26 days

Wow, XCL (~50,000 boepd in Utah) selling for $3B US or $60K/boepd to $SM In 2019, $VRN $CPG sold their Utah position for US $525MM — 27,000 boepd or $19K/boepd XCL with some strong technical work & a modern HZ completion approach unlocked a ton of value!

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Rock Creek Freak

@rockcreekfreak

2 years

Massive Peace River oil sands land sale yesterday (Clearwater formation) -- blocks were going for up to $5,000/hectare. Most buyers hidden behind brokers. For context, i3, a year ago paid $203/ha for their lease up here. The patch is back!

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Rock Creek Freak

@rockcreekfreak

2 years

My girlfriend just finished quilting this pattern, she’s making a duffel bag The quilting/stitching is quite mesmerizing — to me it exactly replicates a geologic contour map of the Rock Creek formation!

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Rock Creek Freak

@rockcreekfreak

2 years

Fair approach to this $ATH.TO valuation? Pretty rare to see two extremely relevant deals happen like this -- the Serafina asset can be compared to the Athabasca Thermal oil, while today's $kec.to pickup of Repsol Montney assets is literally next door to their light oil business

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Rock Creek Freak

@rockcreekfreak

4 months

A look at what Canadian Natural $CNQ is up to in the Wapiti area 40 miles south of Grande Prairie — they drilled 6x 2-mile Falher gas wells in Wapiti that have made 2.4 million BOEs in six months 👀 In January, the combined wells made 104 million cubic feet a day of raw gas!

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Rock Creek Freak

@rockcreekfreak

5 months

🚨 SALADINO ALERT 🚨 Temperatures in Calgary Alberta continue to plunge below 0 degrees in patriot units/Fahrenheit #NatGas storage being drained as we speak. Path confirmed to a $10/mmbtu Bull Thesis. @PaulSaladino7

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Rock Creek Freak

@rockcreekfreak

2 years

NEW #NFT OPPORTUNITY! Never before seen $OBE $OBE.TO NFT available to one winner! Sneak preview below of our first addition to the #OBENFT collection: “Clearwater Potential” ‼️ #NFTGiveaways #NFTCommunity #BoredApeYachtClub *SMASH THAT LIKE BUTTON 👇 FOR YOUR CHANCE TO WIN*

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Rock Creek Freak

@rockcreekfreak

8 months

A look at the oil production growth and water cut of the Hammerhead Montney Asset acquired by Crescent Point through the years, via gross public data, to end October 2023. $CPG

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Rock Creek Freak

@rockcreekfreak

2 years

It seems that instead of trying to buy Clearwater production at inflated prices, Canadian natural $CNQ.TO told their guys to find a Clearwater Equivalent sand in their vast land holdings for heavy oil multi lateral development Bonnyville Sparky drills since 2021 shown below $cnq

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Rock Creek Freak

@rockcreekfreak

2 years

Journey licenced their first 2 wells for their drilling at Cherhill in 2023 in december $joy.to This is a light oil waterflood that has recovered 23 out of 83 million bbls in place (28% recovery factor). A well hasn't been drilled here for 15 yrs Mississippian Banff formation

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Rock Creek Freak

@rockcreekfreak

9 months

Complacent natgas traders sit in their warm offices and short the commodity. But unbeknownst to them, the stratospheric polar vortex will be the trigger for the Arctic to release the hounds and flood continent with frigid air colder than the heart of @OldWhiteWalker in 8-14 days

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Rock Creek Freak

@rockcreekfreak

1 year

A little more context on the $IPCO deal The production mix is about 75% medium gravity oil, next to the Suffield Block. Of note is the impressive Ellerslie multi-leg well drilled by Cor4 in 2022 shown below; IPCO says they have an additional 25 locations in this emerging play

Jorge ARJONA

@jorge_moj

1 year

Very good purchase from $IPCO - Production: 4k🛢/d - Purchase Price: 84m c$ ➡️ Accretive acquisition at 21k c$ per 🛢 vs 35k c$ per 🛢 of IPCO as a whole - 2P:15.9 m🛢 ➡️Reserve life: 15 years in line with the current 2P of IPCO

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Rock Creek Freak

@rockcreekfreak

4 months

Super Basic well log analysis clues to look for when searching for oil This is a conventional heavy oil zone being drilled with multilateral wells in Alberta Poll below to see if you can identify who is drilling these and where in the Province they are! 👇

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