StitchCapital

Everyone wants to be a lion. Most people just never get the chance.

[StitchCapital @StitchCapital]

@ShaleTier7 Those Lego raps for sure

[StitchCapital @StitchCapital]

@HFI_Research @CRUDEOIL231 Isn’t the likely outcome here that KSA and others build enough pipelines to make Hormuz less critical and as a way to retain their power? It seems even with a ceasefire or the war ending these countries aren’t going to let themselves be put in this position again.

[StitchCapital @StitchCapital]

@trend_bullish Out of curiosity, what if $90 strip?

[StitchCapital @StitchCapital]

@TheBigLong2019 @JoshYoung CLN25 is the July 2025 contract

[StitchCapital @StitchCapital]

@LandryLuc4 Calling it a penny stock is so demeaning. They could at least call it a dollar stock.

[StitchCapital @StitchCapital]

@ManitobaCanuck Maybe one of his short ideas actually declined? That would be unusual activity

[StitchCapital @StitchCapital]

@JoeBeattie11 @trend_bullish @AhmedBa44329064 @Kevin_AGraham $BTE up over 6% in overnight 🤷‍♂️

[StitchCapital @StitchCapital]

@Jesse_Grimes_1 @JesseCohenInv How so?

[StitchCapital @StitchCapital]

@SteveWps $5 USD hopefully 🙂

[StitchCapital @StitchCapital]

@LandryLuc4 Carve out purchase of the Duvernay holdings from Spartan Delta. Leave them the deep basin (gas rich) holdings. Lowers purchase price to ~$900M vs. the entire company. Instantly makes them the top-tier Duvernay operator. Re-rating would be inevitable.

[StitchCapital @StitchCapital]

@LandryLuc4 @BeegJj Spartan Delta

[StitchCapital @StitchCapital]

@joeblough1970 @RealPeterLinder It’s too early for that, wait until it closes. Won’t be surprised to see Greager announce his retirement and be sent off with some golden parachute. Hard to regain credibility after such a huge strategy shift in 2 years.

[StitchCapital @StitchCapital]

@BeegJj You rock, thanks!

[StitchCapital @StitchCapital]

@BeegJj Do you have the second page with Figure 2 where they outline the EF valuation scenarios?

[StitchCapital @StitchCapital]

@2020Upstream @finding_finance He’s still upset about being banned from OPEC meetings in 2023.

[StitchCapital @StitchCapital]

@DarrellSto67629 @RealPeterLinder It would end up like every other Canadian O&G company that nobody cares about. They’d probably delist from NYSE. With that would go the liquidity and probably some of the volatility.

[StitchCapital @StitchCapital]

@JuliOnTwtr Conoco? They already own the other half of the joint venture for the non-op Eagle Ford holdings.

[StitchCapital @StitchCapital]

@TeddyGambino @Kevin_AGraham @ManitobaCanuck Canadian E&Ps get a lower valuation multiple than US E&Ps

[StitchCapital @StitchCapital]

@ManitobaCanuck @IBB_INVEST @SteveWps @cubedpermian @ericnuttall @Maximusyeg @LandryLuc4 @CRAIGER_Energy Some of us degenerates own more of the company than the executives and board members 😎

[StitchCapital @StitchCapital]

@Stevb1989 @ManitobaCanuck The only thing that matters are the commas in his bank account. The rest is noise, including short term up/down movements and X’s opinion about the company.