BuffetJR

[BuffetJR @dirttogold100]

@trend_bullish $TVE deal closed today

[BuffetJR @dirttogold100]

@VanIsleInvestor Nice but they are spending $800M on the $TVE assets so buybacks will cool once that closes.

[BuffetJR @dirttogold100]

@BubleQe @ErnestWongBWM Thoughts on the $TVE deal?

[BuffetJR @dirttogold100]

@INTERIORPORN1 Weak man

[BuffetJR @dirttogold100]

@VolteFaceInvest Where to put your money? REITs?

[BuffetJR @dirttogold100]

@ShaleTier7

[BuffetJR @dirttogold100]

@ShaleTier7 Suncor has like hundreds of Ultra Large Haul Trucks They could move all this in one week :)

[BuffetJR @dirttogold100]

RBC. $CNQ and $SU Q1 Preview

[BuffetJR @dirttogold100]

@Coffee__Capital Why not hold onto it? There’s a $0.5/sh CVR if they hit certain milestones in 2027 as I understand. So you get $9/shr now plus the 0.5 later.

[BuffetJR @dirttogold100]

$CNQ

[BuffetJR @dirttogold100]

@BubleQe

[BuffetJR @dirttogold100]

Sorry better pic here:

[BuffetJR @dirttogold100]

Murray selling 500k shares of $CNQ for a cool $33M. Still has 42,776,076 commons shares left :)

[BuffetJR @dirttogold100]

CIBC Take on Q4 $CNQ

[BuffetJR @dirttogold100]

CIBC Q4 Take on $TOU

[BuffetJR @dirttogold100]

@tradeoilstocks Suncor and Rich have credibility now to pull of a deal. Dod a deal now spend the next year or two to integrate it and then retire.

[BuffetJR @dirttogold100]

@ShaleTier7 Well said Sir.

[BuffetJR @dirttogold100]

$ARX CIBC Q4 Take

[BuffetJR @dirttogold100]

@BubleQe The $CNQ and $TOU deal got a No Action Letter and rumour in Calgary it has closed already and $CNQ is now the operator of the Peace River assets.

[BuffetJR @dirttogold100]

I think CNOOC is a great target for $SU.
-Syncrude Ownership (7.23%) or ~25k bbl/d of SCO
Brings $SU to ~66% in Syncrude.
-Long Lake = ~75k bbl/d

-Total=~100kbbl/d

Not sure how Long Lake could be integrated into Base Plant though.