Lukas

Regular guy interested in energy and politics.

[Lukas @Plooke2026]

@LandryLuc4 SGY red today, someone selling a big position or something?

[Lukas @Plooke2026]

@Pablo19481967 @RazorOil You're one weird dude.

[Lukas @Plooke2026]

@BrettErickson28 @Rory_Johnston They probably have mined it at different points, my guess is it's a small enough area that the US can consistently sweep it. An operation that no doubt is costing the US many $$$.

[Lukas @Plooke2026]

Venezuelan heavy sour is great for the US because that is what most of their refineries are setup to process. However my totally unqualified guess would be that the breakeven for those Venezuelan barrels is probably at least $50-60 USD, meaning the US would have to pay more than that for production to grow meaningfully down there. Meanwhile Saudi's breakeven is probably like $10 USD. Hard to compete.

[Lukas @Plooke2026]

@News_Drunk @Peter_Lukacs_R Looks like Lord Kruger is retiring.

[Lukas @Plooke2026]

@CANoilandgas How can you blame anyone for selling during volatility like this. Only lunatics like us are left.

[GBR @GayBearRes]

BESSENT: I MIGHT BE STRAIGHT TOMORROW

[Lukas @Plooke2026]

@JoshYoung It's almost like we've seen these exact same headlines in this same order at the same weekly timing before?

[Lukas @Plooke2026]

@MerruX It's amazing, they don't even have to change the play book. Just the same scenario over and over.

[Lukas @Plooke2026]

@JuneGoh_Sparta Isn't August the 6th month?

[Lukas @Plooke2026]

@Doubletapp187 You think saying shit like this will make people want to support seperation? Hopefull you only made this pathetic post for engagement.

[Lukas @Plooke2026]

@HFI_Research Don't worry, our energy minister here in Canada said we will turn on the taps🫡🤡

[Lukas @Plooke2026]

Pretty good quarter besides that... One other question that I have that went unanswered in the call was, why did they acquire that gas plant? I haven't seen anything else about that. Also im excited to see if they can pump those production numbers up with their pure play water flood strategy.

[Lukas @Plooke2026]

@Dadofthree132 @KramerKarma1 I don't get why their shares outstanding aren't decreasing, I just listened to the call and he explained that they're repurchasing LTIP shares issued to employees. Isn't that kind of a shady way to say your buying back shares? Basically issuing new shares and buying them back?

[Lukas @Plooke2026]

@staffpro11 @calvinfroedge Just gotta bump up the Adderall script a few more mg.

[Lukas @Plooke2026]

@CANoilandgas Interesting they're buying back shares at $12.24, they must believe the shares are a bargain at that price.

[Lukas @Plooke2026]

@lukify @jeremie0117 Bro only shares his autistic Savant macro strategies after you pay for his substack. Until then you'll only get tiny pearls of wisdom like "DJT wants low oil prices".

[Lukas @Plooke2026]

@GavMcCracken @Do8661367490646 @JoshYoung That's awesome, how did you account for China's refining capacity?

[Lukas @Plooke2026]

@CRUDEOIL231 @blerk213231111 Yeah, kinda like axios😂

[Lukas @Plooke2026]

@eeeinvest @tleilax___ Luckily Anas has already blocked me so I don't have to worry about believing anything he says anymore.