Peter Linder

The OG of the O&G industry for 45+ years in various capacities. Most notably, I was a highly ranked O&G analyst as well as an energy fund manager.

[Peter Linder @RealPeterLinder]

@btsuth $CJ is all oil, great dividend, guaranteed growth.
$SDE is much more exciting with their very successful, aggressive Duvernay drilling program, double the size and strong possibility of takeover.
I have now no $CJ and big position in $SDE if that helps
Both definitely buys.

[Peter Linder @RealPeterLinder]

$SDE is drilling Duvernay wells even more aggressively than they ever have. This strategy will provide significant information on these wells when $SDE reports Q2 results.
$SDE, since several iterations of companies has always generated great well results, no difference this time

[Energy Headline News @OilHeadlineNews]

Iran rejects all of Trump's new claims to NYP as "Trump's fantasies" and "completely inconsistent with reality," denying that Iran has been talking to the US in the past days, that Mojtaba Khamenei is involved in negotiations, that Iran has agreed not to have a nuclear weapon, or that the deal framework is being approved in Iran, per Tasnim. @HormuzLetter

[Peter Linder @RealPeterLinder]

Is there a sector rotation into oil and gas stocks, especially with all indications pointing to no end to the US/Iran war?
One day doesn’t make a trend but in my opinion it sure looks that way.
Note wife totally agrees with me for a change.

[Peter Linder @RealPeterLinder]

I forgot to mention that I believe there is at least a 50% probability that $SDE will be purchased by the end of this year at a price around $18-$20/share.
$SDE’s modus operandi is to build production/reserves aggressively with great long term undeveloped assets and then sell.

[Peter Linder @RealPeterLinder]

@umesh_gandhi007 I already use it in my Porsche.

[Peter Linder @RealPeterLinder]

I know everyone is very interested in this post so here it goes: $WCP is now only $8.19 away from getting my yellow Ferrari.

[Peter Linder @RealPeterLinder]

@jbleck @robin_j_brooks What a brilliant comment. Thanks for providing such invaluable information.

[Peter Linder @RealPeterLinder]

Ladies and gentlemen, WTI right now is $96.40, up $2.65. The US dollar is $1.39 Canadian. Therefore the Edmonton light oil price presently is approximately $134/Bbl.
Every Canadian oil stock currently is valued by the market by at least 25% below their fair value.
Time to buy!

[Siaxares 🇮🇷 سیاکسارِس @siaxares]

As an Iranian inside Iran, I feel like I have to speak out because at least on the surface, things seem grim.

Trump said he had a "good call with Hezbollah" and again just said that "we seem to be getting along quite well with the Ayatollah. I would like to meet him."

Is this the same Trump who took out Khamenei senior and boasted about it? The one who stared down the regime?

We Iranians didn’t rise up, bleed in the streets, lose over 40,000 souls in the fight against this regime — just so America could cut deals and “get along” with the Ayatollah.

You didn’t have to offer help. But you did. We trusted you. We put you front and center in the plan to finally end this nightmare.

This reversal? It’s nothing short of betrayal. I still have hope, but if everything is just as it seems then it's over.

If this is some 4D chess by Trump to wind everyone up, it better have a damn good punchline coming — because right now it looks like weakness, and weakness only invites more IRGC terror, more dead civilians, and more delay on the day the Lion and Sun finally rises.

Iranians are watching. There is still time to set things right, but the window is closing.

[Peter Linder @RealPeterLinder]

I need to talk up my book, so it goes.
I can guarantee you that $SDE will report fantastic Duvernay well results (mostly oil) from their many major wells with their Q2 results in late July.
The only thing I don’t know is how great these Duvernay wells will come on at.
Buy $SDE!

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran rejects all of Trump's new claims to NYP as "Trump's fantasies" and "completely inconsistent with reality," denying that Iran has been talking to the US in the past days, that Mojtaba Khamenei is involved in negotiations, that Iran has agreed not to have a nuclear weapon, or that the deal framework is being approved in Iran, per Tasnim.

Iran has not provided any response to the US regarding the draft memorandum of understanding in recent days and has ended all exchange of texts and communications until Iran's conditions regarding Lebanon are met.

[Peter Linder @RealPeterLinder]

@nfldevleague No, I am old school

[Peter Linder @RealPeterLinder]

@Optomedrip Great story at great times for oil producers

[Peter Linder @RealPeterLinder]

FYI, I have been buying $SDE this morning to add to my $WCP holdings.
Wife keeps telling me to diversify.

[Peter Linder @RealPeterLinder]

@kham619 What hair? Bro

[Peter Linder @RealPeterLinder]

My call that WTI would open up at $97 was too high as Trump again talked down the price. However, much more importantly I called for $WCP to open at $16.75 and within a minute of the open it did hit $16.76 before pulling back.
At its current share price, $WCP is still very cheap

[Peter Linder @RealPeterLinder]

It’s exactly an hour before market open and last night I called for $97 WTI and $16.75 for $WCP at market open.
I am definitely on the right track.

[Peter Linder @RealPeterLinder]

@OilHeadlineNews In the meantime, last night the US and Iran have been firing missiles and drones at each other and Trump claims peace is just around the corner🤪