Michael Spyker

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Michael Spyker

Michael Spyker

@ShaleTier7

Voted worst Canadian upstream analyst of the decade. President of West Shale Basin fan club. Principal at HTM Energy Partners.

Katılım Ağustos 2022
370 Takip Edilen7.8K Takipçiler
Michael Spyker
Michael Spyker@ShaleTier7·
oh ok nice so silicon valley will value literal fraud at $300mm but my $85mm mackenzie delta wildcat is "too risky" and "isnt what were looking for right now" ooooooooooooooookay then.
erin griffith@eringriffith

A detailed and brutal look at the tactics of buzzy AI compliance startup Delve "Delve built a machine designed to make clients complicit without their knowledge, to manufacture plausible deniability while producing exactly the opposite." substack.com/home/post/p-19…

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erin griffith
erin griffith@eringriffith·
A detailed and brutal look at the tactics of buzzy AI compliance startup Delve "Delve built a machine designed to make clients complicit without their knowledge, to manufacture plausible deniability while producing exactly the opposite." substack.com/home/post/p-19…
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Michael Spyker
Michael Spyker@ShaleTier7·
Pine Cliff is bad because their assets are really bad. Not that it's a poorly managed company or anything. They're doing the best they can with the hand they have. It's phenomenal for leverage to gas prices. Maybe they can drill their way into being a better company but they don't have a lot of money or... ability to make money...
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Michael Spyker
Michael Spyker@ShaleTier7·
@cubedpermian @mythmakrr Ya. I said easiest short of my life. But opinions change, and mine do frequently. I also said it was a $12 stock around 110% ago, if we’re still being fair.
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Myth Capital
Myth Capital@mythmakrr·
Any idea what’s going on with $pne $pne.to these days? Looks like it’s trying to find a leg up #com
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Brandon Myers
Brandon Myers@BrandonMyers10·
@amber34owl I think they've just been bailed out of their own bad decisions!
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Brandon Myers
Brandon Myers@BrandonMyers10·
Do we think $VG goes to all time highs?
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Michael Spyker
Michael Spyker@ShaleTier7·
0.0005 BBLs of HEAVY SOUR crude for sale Available for shipping anywhere in the world $1,000 OBO NO LOWBALLS I know what I have
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Nugget Capital Partners (NCP)
Nugget Capital Partners (NCP)@NuggetCapital·
IMO $WCP.TO = $VRN.TO. Same mess in my opinion. Dividend stocks got a bid Doesn't change the underlying fundamentals. Whitecap is a put together company w/o a structural background now. Just a bunch of random chasing Montney M&A to build a huge story for the insiders to feast
Rock Creek Freak@rockcreekfreak

@NuggetCapital How is it a mess?

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Michael Spyker
Michael Spyker@ShaleTier7·
Imagine going back in time and telling an 11th century European monk that 1,000 years in the future we'll have airplanes, electricity, the internet, GPS, motor cars, space travel... But people in Europe will still be burning wood for heat in 2026.
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Michael Spyker
Michael Spyker@ShaleTier7·
European industrials that just finished recovering from the last generational energy crisis in 2022 seeing Qatar declare force majeure on their gas supply sending TTF up to €70/MWh
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Michael Spyker
Michael Spyker@ShaleTier7·
Tough blow for Europe here tbh. Second generational energy crisis about to hit them straight in the teeth. Both within 5 years. Could have been entirely avoided by simply not reading EMBER think pieces on solar panels.
GIF
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Michael Spyker
Michael Spyker@ShaleTier7·
@KevinFrisz Some of export control fear. Freight to Europe is now very very high. “Brent” as a complex (along with African crude) is on an absolute basis more desirable right now. A bunch of little things.
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Kevin Frisz
Kevin Frisz@KevinFrisz·
@ShaleTier7 "spread to oman" = i get that "spread to brent" = that's more curious. is that fear of export controls?
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Michael Spyker
Michael Spyker@ShaleTier7·
Let’s play a fun game it’s called if you don’t really know how the oil market works don’t tweet about it.
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