A4Alpha

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A4Alpha

A4Alpha

@a4_alpha

Activist Investor. Retired Investment Banker. When people panic, I buy. Don’t buy anything without a thesis to buy and sell first.

New York, USA Присоединился Mart 2020
181 Подписки7K Подписчики
A4Alpha
A4Alpha@a4_alpha·
TMF, #energy markets and #energy stocks may diverge in performance for periods. The mindset of company management has not. Rig counts down, crack spreads up. Balance sheets cleansed. Life after war provides for growing demand with less supply. Long Inventories will be rerated.
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A4Alpha
A4Alpha@a4_alpha·
@Merlice1 You will do very well. Our administration will need your energy more than you know so expect that realization to come true in the coming year or so. Thank you.
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Rick Metzger
Rick Metzger@Merlice1·
@a4_alpha I think I'm on the right track then. CVE, SU, ATH, WCP, TVE, CNQ
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A4Alpha
A4Alpha@a4_alpha·
@Merlice1 Rick, the opportunity for long life reserve assets to increase in value is substantial. We are in an energy crisis. Thank you.
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Rick Metzger
Rick Metzger@Merlice1·
@a4_alpha Where will energy stock prices settle? Looks like huge jump in fcf going forward. Companies with net debt achieved/pristine balance sheets allow for more sleep at night. Price targets are being bumped higher for good reason. People can't stomach the volatility you can move on.
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A4Alpha ретвитнул
Disclose.tv
Disclose.tv@disclosetv·
JUST IN - Iran rejects all U.S. demands, and refuses to meet with American officials in Islamabad — WSJ
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A4Alpha
A4Alpha@a4_alpha·
@sohaibab9 This is what is meant by the markets being misunderstood. The strip should be considerably higher. Thank you.
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Sohaib Abbas
Sohaib Abbas@sohaibab9·
Just got word that my buddies company are sending 5 of their Rigs from Alberta down to Texas, i expect the rig counts to be increasing in the coming weeks. Almost everything is economic at 90$+
Sohaib Abbas@sohaibab9

We’re in a really good place right now as long as we all collectively believe were gonna get rugged soon were all gonna collectively make $$$ In reality tho this is warranted because US admin is both the accelerant & the brakes. Unlike the 1970’s oil embargo imposed by angry Arabs in reality this is a US imposed embargo, to bring manufacturing back home & maximize LNG contracts abroad. As such markets quite hesitant in stepping ahead of a reality thats in the 100% admins control. Choosing quite correctly for a wait & see approach.

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A4Alpha ретвитнул
CANoilandgas
CANoilandgas@CANoilandgas·
Hurts to see this so fucking bad. Market too short sighted to see how good that production growth was going to be for $MEG.TO for so little money and no incremental capex once fully operational. Working out great for $CVE.TO
CANoilandgas tweet media
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A4Alpha
A4Alpha@a4_alpha·
@pepsi Coffee and a cigarette. Thank you.
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Pepsi
Pepsi@pepsi·
name a better combo than Pepsi + pizza. we’ll wait.
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A4Alpha
A4Alpha@a4_alpha·
@jimcramer @jimcramer to credit this administration with respect to their understanding of energy markets will be a great fallacy. I have met you, followed you for decades, and can assure you that your understanding on energy is deeply misguided. Thank you.
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Jim Cramer
Jim Cramer@jimcramer·
The stock of Chevron has been the bell cow for this oil move; it tied to shrug of the sell-off but it couldn't and i think that means there are more converts to a coalition of the willing against Iran
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Tod Allen Lewis
Tod Allen Lewis@TodAllenLewis1·
@a4_alpha I’ve bet big on the same conclusion … love your posts since 2021 man.
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A4Alpha
A4Alpha@a4_alpha·
@TodAllenLewis1 Fantastic. I'm CAD$ this company should be materially higher.
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Sean Bradley
Sean Bradley@BradleyREBroker·
@a4_alpha @somaekporkbelly Thanks . I truly appreciate your insights . Agree re predecessor but I and many people in Canada are not seeing anything positive regardless of credentials
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A4Alpha
A4Alpha@a4_alpha·
@BradleyREBroker @somaekporkbelly Carney is an economist, with credentials, experience, and a network of professionals. As well, a history of ethics. His predecessor exhibited the opposite in nearly every category. Thank you.
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A4Alpha
A4Alpha@a4_alpha·
@somaekporkbelly We have a positive view of your current prime minister. Let us hope that he delivers on his mandate. Thank you.
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Слав
Слав@somaekporkbelly·
@a4_alpha If only Canada was more attractive. Woke and destructive governments tend to dissuade investors. Canada likes to drive with the brakes on.
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A4Alpha
A4Alpha@a4_alpha·
@cap_zay Stocks and WTI are behaving differently. Thank you.
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Zay Capital
Zay Capital@cap_zay·
Defeaning silence from the energy bros as their stocks are flat to green on a -10% oil day
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