Flame of The West

Pronouns are EV/EBITDA

[Flame of The West @JHNSVG]

@NeilRingdahl Thank you!! Can't wait to dig in.

[Flame of The West @JHNSVG]

@NeilRingdahl I dont know, what I dont know. Let's try it this way. With your decades in the field, if you could meet with young Neil, what books would you put in his hand? Could be technical, could be a bio of one of the greats. Could be a simple primer from Goldman Sachs. Thank u 4 the reply

[Flame of The West @JHNSVG]

@ShaleTier7 Financial, action, and middle east? Syriana.

[Flame of The West @JHNSVG]

@calvinfroedge If you're one step ahead of the crowd, you're a genius. Two steps, a mad man.

[Flame of The West @JHNSVG]

@RazorOil @Dixon_Byrne Thanks, Razor 🫡🫡

[Flame of The West @JHNSVG]

@RazorOil @Dixon_Byrne Hey Razor, can you explain in laymans terms your rebuttal? IE L10, L8, etc. My broad view is that ATH should be acquired at same multiples as MEG ($/fbpd, $/2p) once ATH production ramps. Thanks for all your work.

[Flame of The West @JHNSVG]

@trevor_rose_ Trevor, came across your podcast this year. Gave me a lot of value. Loved the TOU, ATH, WCP episodes. Keep doing what you're doing. I look forward to seeing new drops from you on spotify. Murray Edwards for 26...???

[Flame of The West @JHNSVG]

@BULLReturns March 24th, $97 USD

[Flame of The West @JHNSVG]

@BULLReturns @RichAllan4 Thank you, Merry Christmas. Hopefully you do get some premium newcastle coal below the cost curve, in size.

[Flame of The West @JHNSVG]

@BULLReturns @RichAllan4 What books would you recommend to gain your insight to draw a conclusion from the chart provided? Thanks for all you share. Have learned lots from you. Best wishes in 26, loved the camino pictures.

[Flame of The West @JHNSVG]

@ChivalryGuild What texts / speeches / media have you consumed recently to undo the damage? Share your recent, and all time favorites. For me - Lessons of History, Will & Ariel Durant.

[Flame of The West @JHNSVG]

@ShaleTier7 Mike, just came across your atlas. Getting massive value from it as a generalist. Learning lots. Thanks for putting it out there for free. Here it is for anyone interested. https://t.co/61bHJMBcqR

[Flame of The West @JHNSVG]

@ShaleTier7 Mike, just listened to you and Rory on the oil ground up. Learned a lot about the Duvernay. Make more rounds on the podcast circuit, I'd listen to every episode.

[Flame of The West @JHNSVG]

Hey @MiserMcMiserson , with Buff buying oxychem, and XOM highlighting bottom of the cycle in their chem business, sector seems like a good place to look. Can you recommend a layman's guide to the industry? Thank you.

[Flame of The West @JHNSVG]

@charlesbonnerjr Charles, I had missed your commentary these past months and wondered about your absence. I had hoped you were in Norway having one too many G&Ts. You are a good soul, on the right side. God will watch over and guide you back to health. All the best.

[Flame of The West @JHNSVG]

@PerpetualValue @sohaibab9 $242 mm breakfee ~3% of MEG EV. $242 mm just got added to any future bids, good way to "up the blinds" and expedite the close. Who is your ideal MEG acquirer?

[Flame of The West @JHNSVG]

@atelicinvest Management ownership, insider buys, top and bottom line 10 yr history, industry tailwinds / headwinds, sentiment.

[Flame of The West @JHNSVG]

@PauloMacro Great example was the blue collar episode post covid with contractors becoming millionaires as everyone starved. Good signpost that was the top of the labor market.

[Flame of The West @JHNSVG]

@dailydirtnap Jared, got the "Exquisite" mix going as I bang through 10Ks. Flows so nice. Looking forward to your next drop.