Pocket 2s

Retired Portfolio Mgr - high yield, credit, bonds, equity income. Soft spot for Cdn Energy. #com

[Pocket 2s @hallsy8036]

@ShaleTier7 SGY …. But he didn’t mention the elite pools

[Pocket 2s @hallsy8036]

@0xkyle__ Oil up. No dancing

[Victor Mattiece @z_or_zee]

#oil investor dashcam footage.

[Pocket 2s @hallsy8036]

@garquake Yes good to meet and share stories. Back to Winnipeg winter weather in a few days but for now it’s sun and X by the pool. Wonder how many other COM are walking in our midst each day. Cheers

[Pocket 2s @hallsy8036]

@garquake Here as well. Stop sells in at higher on a few favourites while we sit at Infinity Pool. Thx MEG

[Pocket 2s @hallsy8036]

@ShaleTier7 One of the things Westjet does right now is hand these out in steerage

[Pocket 2s @hallsy8036]

@RazorOil Ok to chill for outcome except - if Libs change capital gains rules Monday…never in a good way…this could cost a bit more if record date is now later. Who’s going to make that up to SCR

[Pocket 2s @hallsy8036]

@Cole_Smead @atbfinancial Thank you ….so a technical question. If one owned MEG prior to Sep 8 and voted in favor of CVE and took Option 2 to receive CVE shares, are they precluded from selling any of that stock after voting or does the voting instruction somehow travel with the shares if sold.

[Pocket 2s @hallsy8036]

@ShaleTier7 Think at these prices more upside in receiving CVE than Strathcona all else being equal.

[Pocket 2s @hallsy8036]

@ShaleTier7 Likely but what weighting of cash vs CVE stock is acceptable to MEG holders. Will CVE push stock to MEG holders or go cash and do a side equity deal. At CVE current price it gets very interesting game theory. Also has tax implications to roll into stock

[Pocket 2s @hallsy8036]

@BeegJj Recall Paul put on some decent hedges for h1 at least - should help better than strip prices would suggest

[Pocket 2s @hallsy8036]

@sohaibab9 @gubbeen1 @TheFreeCashFlow @TamarackLtd Thanks Sohaib. Soon they will understand why your platform is so much better than their Renmark gateway for investors. Probably have their reasons but….

[Pocket 2s @hallsy8036]

@julespenner @brent_bellamy Great picture. What year was this. We have lived down that sidewalk and saved one of those Elms….city makes you go through hoops and lots of $$$ to save their trees, but worth it.

[Burnsco @garquake]

Listening during workout @WhiteTundraSG is now arguably go to on Oil bull theory- So polished and articulate in presentations - I just forward anyone interested in oil and gas investing to his latest - well done #com #oilandgas #oott

[One Great City Brewing Co. @OGCbrewingco]

Yeah sure we can light our business up in blue to support the team.

As soon as local beer is sold inside the arena 😊

[Pocket 2s @hallsy8036]

#com This too shall pass. From One of the best on euro and credit

[KKGB @INArteCarloDoss]

Wanna understand what is happening with DB? Here the facts:
AT1s priced to perp of c. 11% ytw (not cds deliverable) => RM panic selling + clear RV in At1 now at 11% leads to selling of T2s (cds deliverable) => T2s goes to 8-9%
1/3

[Pocket 2s @hallsy8036]

@sohaibab9 , #com I think this is what You were asked about this on the Spaces call. Hope this is helpful. H/T @ed_fin thank you for putting this out.

[Ed Finley–Richardson @ed_fin]

Inflection point?

[Pocket 2s @hallsy8036]

@sarthakgh Seems she can’t even spell GRIFT Capital right

[Pocket 2s @hallsy8036]

@SadBillAckman @CdnEngyAnalysis At high teens tolling is it not then higher than cost of crude by rail? But helps with Wcs discount regardless with another outlet for production.