BB1904
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BB1904 retweetledi

Canadian oil and gas drillers say they are shoring up their balance sheets or boosting payments to shareholders rather than raising output in response to a surge in prices caused by the war in Iran.
Alberta oil sands giant Cenovus Energy Inc. will accelerate the repayment of debt acquired from its acquisition of MEG Energy Corp. last year, Chief Executive Officer Jonathan McKenzie said at the BMO CAPP Energy Symposium in Toronto. Birchcliff Energy Ltd. expects as much as C$80 million ($58 million) of extra cash flow this year from the 20% of its production that’s oil and also will use that money to pay down debt, Chief Executive Officer Christopher Carlsen said.
#oott bloomberg.com/news/articles/…
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BB1904 retweetledi

Big fan of both core holds $TOU.TO & $ARX.TO, irreplaceable in the coming years - BC #Montney Resource, Infrastructure & NatGas production.
However, 'both' are 'show me' stories in the near & must show CF growth + successful development results for material price improvements.


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@PerpetualValue @ericnuttall Sir, this is a parody account. Or the badboy account of Eric himself 😂
GIF
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BB1904 retweetledi

When a rapper starts retweeting you to support @ericnuttall then you know it's definitely time to reduce your oil positions!
The signals won't get much clearer than this

Doughski@mrdoughski
Nonsense, really. Eric Nuttall is the most honest ethical man on the street. Never misleads oil investors into being falsely bullish. I've seen cases where he has dumped all oils to go natty when he gets bearish. He tells you how he is personally positioned as well.
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BB1904 retweetledi
BB1904 retweetledi

Anyone want to see public production data through the end of February? Drop the company name below and we'll pull the company production chart from StackDX Intel. Production is on a gross licensed basis. intel.stackdx.com
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$DNN also can't get above 50 DMA but also not dropping so looks technically neutral to my eyes.
#SundayCharts #Uranium

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BB1904 retweetledi

Just don't understand $EU. I guess it has not gone from nothing to produced with a pipeline in this cycle. I sure the trolls will tell me why Bill is the devil and it on Epstein's list but reality does not reconcile.
#SundayCharts #Uranium

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BB1904 retweetledi

Very cool seeing the wave of empty tankers heading to the US to pick up some desperately needed crude for Hormuz-starved markets.
All the tankers on the map below are empty VLCCs (~2 million barrel capacity each) currently heading for the US Gulf Coast.

Ayuso@AyusoValue
US crude exports are about to boom.
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BB1904 retweetledi
BB1904 retweetledi
BB1904 retweetledi

LNG Canada gas flaring far exceeding volumes allowed under permits: documents bnnbloomberg.ca/business/2026/…
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Warned people on $TOU.TO some time ago when we exchanged it with $BTE.TO bee. They mocked me and they mocked me hard. They are now literally crying in the corner licking their wounds. Get ready as beta flows down the line bee and avoid natty at ALL costs.
BB1904@BB19043
Dad tell me about the 4 week bull run of $TOU.TO and $ARX.TO in March / April 2026…#COM #OOTT #EFT
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