Sideline Spectator

@67Dodge Love the versatility of the outback. Been eyeing it for my next vehicle. Still loving my 13 year old, rock solid crossover.

We're about to gift our RAV4 to our daughter, 112,000 km on it, so just broken in for a Toyota, ha. We couldn't bring ourselves to buy a brand new vehice. Vehicles are the biggest waste of money. We're purchasing a 2024 Subaru Outback limited with 55,000 kms. We'll put down 44% of purchase price and do a little financing. Thoughts?

@WhaleFUD Please do tell

Iran is so cooked soon

best cannons you’ve ever seen ?

@Ingolf_Stahl @Rory_Johnston also $3000 to fill

@Rory_Johnston As someone from Europe, how large is the difference in total driving during Summer? It sounds as if you all live in your cars from the middle of May.

US gasoline crack spreads sitting at their highest level since 2022. Brent crude is currently going for ~$107.50 per barrel. New York Harbor gasoline going for $150 per barrel. And summer driving season is about to kick off.

@Ingolf_Stahl @Rory_Johnston diesel power!!!

@Gubloinvestor leverage!

@GloblSpectator so they can charge you interest

I did my taxes today, i owe CRA $92,042.24 in capital gain taxes. Time to move out of this beautiful country 😥

Keystone XL revival. Bridger's pipeline expansion approved. 🇨🇦 🇺🇸 $SOBO $SOBO.TO

@Canadaai1 thank you. $SOBO.TO $SOBO is absolutely going to be a part of the portfolio.

Pipeline extension Map 🇺🇸 🇨🇦

wcap.ca/application/fi… $WCP $WCP.to

This slide could be expanded upon. The $80-$100 lever, most likely a mix of all options. When they said that WE (us) get to participate in 65% of the wild oil prices, I felt that. How could we ever let loose and go UNHEDGED 100%??? This is a marathon, not a race. $WCP $WCP.to

@PSworldwide13 OPTI @ $.90 >>> $4.50. Large position. Huge. Should've sold...

The only time in my life i bet the farm and I was sure to 5x my money was covid time

@PSworldwide13 what about SUPPLY SHOCK time?

@Merlice1 @GasBuddyGuy They should stop taking AB's $$$. I'm over in BC, but have 13 years oilsands experience. They're sucking our milkshake!!!

@GloblSpectator @GasBuddyGuy How’s the non Canadian oil imports working out? Do they need an energy east pipeline yet? No? Maybe when diesel hits $4/litre And gas $2.50/litre?

oh my lord. the sh*t is hitting the fan- MORE ALERTS INCOMING

@SonofCastro @RealPeterLinder This isn't Q2 numbers. This isn't takeover rumours. It's Q1 with low avg selling price and hedges messing with it. Q2 is pure cash. q3= wait and see.... $WCP

@GloblSpectator @RealPeterLinder Not in the way I had hoped. Oh well.

$WCP delivered in Q1 CFPS of $0.84 with an average oil price of about US$67. For Q2, they should realize an average price of US$90 and with some prod growth, $WCP should have a record CFPS of $1.15 -$1.20. For 2026, CFPS should beat street estimates by over $1, approaching $5.

@SonofCastro @RealPeterLinder There was at open. I was napping. Cest la vie.

@RealPeterLinder Ok. I like it. Just disappointed there was no juice today.

@Merlice1 @GasBuddyGuy montreal=biggest potholes in the world. no joke.

@GloblSpectator @GasBuddyGuy I was to Quebec city about 12 years ago. Harper was still PM. We visited Parliament Buildings in Ottawa then too. Lots of Cnd history in Quebec city. My wife's cousin lives there and they showed us around. I asked what the main job driver of Q.city? Government!

chills all over again folks- I just spotted Chicago ULSD wholesale prices- up 73 CENTS/gal. Diesel in MI/IN/OH/IL/WI could get close to or soon exceed $6/gal- NEW RECORDS will be set.

@Merlice1 @GasBuddyGuy same. same!

@GloblSpectator @GasBuddyGuy Jean Gaulin refinery owned/operated by Valero imports foreign oil as no Canadian pipeline to supply Cnd oil has been given access to build across Quebec. Do I feel sorry for Quebecor's paying a higher retail price for diesel and gas? My eyes are dry!

$WCP $WCP.to projecting $2.2B with a B funds free flow with current strip 2026. Did I hear that right?