A4Alpha

Activist Investor. Retired Investment Banker. When people panic, I buy. Don’t buy anything without a thesis to buy and sell first.

[A4Alpha @a4_alpha]

@tdilliot Thank you

[A4Alpha @a4_alpha]

TMF, #energy cannot be printed. An agreement will not replace what has been lost. Recall investment has also been stymied for the past decade. Why you are seeing investors step in to add quality stocks.

Thank you #OOTT #EFT #COM

[Vancouver Island Guy 🌊 @VanIsleInvestor]

$CVE Cenovus Energy ...Not Hedged like $OBE Obsidian Energy and planned 2026 at WTI $60

At US$90 WTI (+US$30 vs. the $60 budget case), this implies...

C$6.6 billion higher annual AFF than the base case.

[A4Alpha @a4_alpha]

@RebornObserver Correct.

[A4Alpha @a4_alpha]

@JamesJstuartb The oil sands may very well save the world over the coming decades. Thank you.

[A4Alpha @a4_alpha]

If #energy investors have been paying attention, this is a quiet confidence since 2020-2021. The thesis is exactly the same but now timing has accelerated. Thank you.

[Dan Pickering @pickeringenergy]

Energy investor. Sunday night. Turns on computer. Any resolution to US/Iran conflict? No. Any re-opening of Strait of Hormuz? No. Checks math - Another 70-90mmbbls production lost/inventory drawdown? Correct. Turns off computer. Stares out window with quiet confidence. #EFT #OOTT

[A4Alpha @a4_alpha]

Absolutely correct. $CVE is as good as it gets out of #Canada

Thank you #OOTT #EFT #COM

[Razor Oil @RazorOil]

+$22/share after the tweet below. Retrospectively, they absolutely fuckin stole $MEG.TO ,to the haters from last year…you must pause and reflect. Good work $CVE.TO 🫡🪒

[Cole Smead @Cole_Smead]

Another note on CVE from folks at Scotia. This is for the folks that thought spread between physical and paper oil was fantasy...

*On the East Coast CVE is capturing the disconnect between financial prices and physical prices with some sales exceeding Brent by $20-$40/bbl.

[A4Alpha @a4_alpha]

@PSworldwide13 @jleqc You are welcome

[A4Alpha @a4_alpha]

TMF, many did not believe the thesis. Now there is no choice. $CVE $WCP offer among the best risk reward for #energy that Canada has to offer. We need Canada.

Thank you #OOTT #EFT #COM

[A4Alpha @a4_alpha]

@anasalhajji It will not be the only acquisition in Canada. Thank you.

[A4Alpha @a4_alpha]

@wozobski You are welcome

[A4Alpha @a4_alpha]

TMF, #energy markets and #energy stocks may diverge in performance for periods. The mindset of company management has not. Rig counts down, crack spreads up. Balance sheets cleansed.

Life after war provides for growing demand with less supply. Long Inventories will be rerated.

[A4Alpha @a4_alpha]

@Merlice1 You will do very well. Our administration will need your energy more than you know so expect that realization to come true in the coming year or so. Thank you.

[A4Alpha @a4_alpha]

@wozobski $CVE $WCP

[A4Alpha @a4_alpha]

@Merlice1 Rick, the opportunity for long life reserve assets to increase in value is substantial. We are in an energy crisis. Thank you.

[A4Alpha @a4_alpha]

Thank you #OOTT #EFT #COM

[Disclose.tv @disclosetv]

JUST IN - Iran rejects all U.S. demands, and refuses to meet with American officials in Islamabad — WSJ

[A4Alpha @a4_alpha]

@sohaibab9 This is what is meant by the markets being misunderstood. The strip should be considerably higher. Thank you.