Turritopsis Invest

Invest & Adapt to Thrive - All Things Energy and Tech

[Turritopsis Invest @TurritopsisInv]

Imagine. Housing is hot. You buy a haunted house to flip. Nice house but haunted. Housing slumps. You’re stuck with haunted house. Got no $ so ask Uncle Sam for $ to dehaunt. That’s essentially the story of #oilandgas producers and the #orphanwell #AER
STOP BUYING HAUNTED HOUSES!

[Dan Tsubouchi @Energy_Tidbits]

Trump tariffs will hit ~4,700 kbd of CAN & MEX #oil imports.

East Coast: 195 kbd of total 622 kbd.
Midwest: 100% of total 2,940 kbd
Gulf Coast: 820 kbd of total 1,539 kbd
Rocky Mountain: 100% of total 273 kbd
West Coast: 457 kbd of total 1,183 kbd.

👇02/28 post for CAN/MEX splits
#OOTT

[Turritopsis Invest @TurritopsisInv]

@AirCanada you suck #AC121 you’ve cost me too much. Please be better @WestJet because I think it’s time I made a switch.

[Steve McCaffrey @stevemccaff]

Have these things been drilled? If so, anyone know how these things are performing?

$MTDR #EFT

[Wall Street Mav @WallStreetMav]

Live view of Silicon Valley Bank $SVB branches right now ...

🔊

[Turritopsis Invest @TurritopsisInv]

How hard is it to transition? $PKI.TO just canceled plans for a stand alone 6,500 barrel per day refinery even with 40% subsidies from #BC #government for estimated $600 M in costs! Too much uncertainty? Not enough economics, yet.

[Turritopsis Invest @TurritopsisInv]

If I didn’t pay my current taxes you think the government would lower my future taxes to incentivize me paying my current taxes? It’s a stupid idea right? #Alberta #oilandgas #Royalties #RStar

[litquidity @litcapital]

wake me up when chatGPT passes all three levels of the CFA exam

[Maxfield on Banks @MaxfieldOnBanks]

everything is fine until it isn't

thread

[Turritopsis Invest @TurritopsisInv]

#Lafarge S spending on ESG for 2021 was $43 M - might have to make that an #ISIS adjusted number for Sustainability Report in 2022

[Turritopsis Invest @TurritopsisInv]

@DeepSailCapital $OPEN Co-Founder is stupid - contribution margin does not equal net income margin - also stock based compensation is not real? #VC #tech

[Turritopsis Invest @TurritopsisInv]

The great #restructuring of the #UK #monarchy

https://t.co/lpAiu33zPm

[Turritopsis Invest @TurritopsisInv]

Damn you #NGTL

[BOE Report @BOEReport]

Canadian natural gas companies shut in production due to weak pricing https://t.co/YiE4DIAra3

[Turritopsis Invest @TurritopsisInv]

It cost $TOU.TO CAD ~$1.10 per mmbtu to ship #NaturalGas to #USGC and with $TRP.TO #CGL it would cost ~$2 per mmbtu to #BC coast - in Canada infrastructure costs are the biggest hurdle #Canada #LNG

[BOE Report @BOEReport]

Feds propose to cap oil, gas emissions using industry-specific carbon pricing system https://t.co/t0UgpA8Pc4

[Dan Tsubouchi @Energy_Tidbits]

Is @CoastalGasLink messaging construction is behind schedule? 06/27 "set the pace towards the many exciting construction milestones anticipated this year" vs 01/24 "we look forward to progressing to the final stages of construction by the end of 2022". #LNGCanada #NatGas #LNG

[Turritopsis Invest @TurritopsisInv]

#eastvamcouver #fire @NEWS113O

[Canadian Energy Analysis @CdnEngyAnalysis]

I fixed one of the $WCP slides in their corporate presentation. Not a big deal.

[Turritopsis Invest @TurritopsisInv]

@CdnEngyAnalysis Well declines are a b****h #montney #oilandgas

[Turritopsis Invest @TurritopsisInv]

@CdnEngyAnalysis @EnergyCynic They gotta bump up those yields and they have the capacity too with 20% FCF yields.

[Turritopsis Invest @TurritopsisInv]

@Gugo907 Best way to change the narrative: increase #dividends - if #FCF yield is +20% paying a 8% yield makes it hard to give up