Taylor Merritt

Muskwa is the next Duvernay

@FracSlap Tubs and tubs of rocks

@Taylor__Merritt Lmao

Fragile & heavy

@LUV2SKIPOW Reported

@Taylor__Merritt I ended up throwing most of mine away unfortunately

👀Another "All Eyes in the Basin" (AEITB) unfolding: Twn 6-7 / Rge 25-26W4 Someone eyeing up Livingstone (Rundle) OHML's targeting structurally controlled hydrothermal dolomite? Outside chance it could be another Mississippian (Banff/Exshaw) or Devonian horizon (Big Valley/Wabamun/Stettler)?

Kakwa Cardium getting longer! $TOU drilling/licencing ~1.6-1.7 mile wells Prior wells were ~1.0-1.3 mile Hz

@GHBurnsCFA @ShaleTier7 No, the Montney here is only ~1900m TVD and lands already tied up from legacy Ante Creek Montney development

@Taylor__Merritt @ShaleTier7 Is it targeting the Montney at that depth?

All Eyes In The Basin (AEITB) on well 100/06-20-067-24W5/00 drilled Oct 2025 at Ante Creek North by consultant Ramdar (not unusual)...transferred yesterday to $TOU. Well is 3450m TVD! 🤔

@cjquaschnick @Volkomm_ @ysteve747 All that floppy from April 1994 better tell me is to buy $AAPL at $0.27

You guys wanna take the businesses to the next level? @Volkomm_ @ysteve747 @Taylor__Merritt

@Ember421 @IRresistbly_K Definitely. New pricing mechanisms will further create incentives to do so

@IRresistbly_K @Taylor__Merritt Both flexible demand and storage will demand lower prices than the average wholesale price before they will buy the intermittent power...

Wind power has the unfortunate characteristic of realizing substantially below average pricing. Driven by seasonality & weather - it's typically windiest in shoulder season, when demand is lower. Also a result of the self-defeating effect. Negative pricing only makes this worse.

I can tweet about stocks again! 5 names that did well and I still like: $ATH Production doubles by 2030 while spending within FCF. Stellar execution. 100% of FCF into buybacks forces continued re-rate. Price discovery on oilsands assets is real. $CJ Asset and corporate rate of change with SAGD build-out. Solid Reford 1 execution provides road map and comfort. Good funnel of future projects both disclosed and I suspect a few undisclosed. $PHX Was trading at trough valuation at trough activity. Still gaining market share in USA & Canada + margin improvement from RSS mix = growth even in flat market. Industry RSS adoption & drilling faster still big runway. Investing in tech. I suspect excess FCF will go to more special divys. $RGSI Basically an unregulated monopoly. Inherently long optionality and volatility. People under-price optionality. I expect their optimization segment to continue to post the odd blowout quarter. Nat gas system running hotter = more price volatility, better re-contracting. Very low maintenance capex = very high FCF conversion. Less growth but solid FCF generation & accretion. $SDE Assembled one of the greatest Duvernay positions that was just sitting there. Market was slow to appreciate, even after they said what they were going to do and even after they drilled the first two bangers (9-05 & 3-26). Resource capture mostly done. Continued execution + growth drives further rate of change & NAV. These guys know when to buy and when to sell.

Tips for better realizations: -Don't add a bunch of supply, with ~$0 marginal cost, into a market with lower demand

@wtxoil @Tejanobrown 🙏 felt good to get back on the ice

@Taylor__Merritt @Tejanobrown 10/10 meme. #eft

@KramerKarma1 17k is solid! Cheering her on from Calgary

@Taylor__Merritt Wife is averaging 17k + these days . She appreciated your results over last year lol.

New inflation hedge just dropped

@Deathswap1 @KramerKarma1 Wheels are way more efficient than feet!

@KramerKarma1 @Taylor__Merritt Attach the watch to your shoe. Problem solved.

@MrAbdeesh Sir, WTI is $95/bbl. Those are sold out across Alberta.

@Taylor__Merritt No support for oil and gas? Need to pair that with lifted diesel truck

@KramerKarma1 Steps are so last year

@Taylor__Merritt How you getting steps on that bad boy?!

@TheJanard Soon! (whenever it stops snowing 🙄)

@Taylor__Merritt Wen cheeky ride to Dandy