Stephen Loukas

CEO @ Obsidian Energy - Views are my own. Partner @ FrontFour Capital & FrontFour Real Estate Ventures

[Stephen Loukas @sloukas24]

@mr_tantalus @rickjeff78 They weren’t “gullible snowflakes”, they just hated the other side more.

[Stephen Loukas @sloukas24]

@TommyBeer Terrible take. Dolan isn’t cheap. Moreover, he only pays ~ 20% of the bill because the public shareholders of the team pay the rest

[Stephen Loukas @sloukas24]

@patrick_oshag Equity markets have been on fire and the Knicks have been through a long-term drought. It’s not that much of a surprise, once you get past the initial
sticker shock.

[Stephen Loukas @sloukas24]

@kleonkouts @newyorkgrooovee He’s a stretch 4, not a C

[Stephen Loukas @sloukas24]

@DonivanLattimer @negligible_cap Same flawed mentality that AOC displayed that ultimately led to Amazon not establishing another HQ in Queens.

[Stephen Loukas @sloukas24]

@TeddyGambino IBKR and having their shit together rarely go in the same sentence

[Stephen Loukas @sloukas24]

@pickeringenergy Even accepting those #’s as gospel, GOR has been creeping up and that trend is highly likely to continue especially with less drilling in ‘26.

[Stephen Loukas @sloukas24]

@TeddyGambino Last I checked about a month or so ago, agency MBS was trading ~ 125bps back versus recent history of something closer to 80bps. If they start buying agency mbs and get it to tighten to ~ 80bps, confirming mortgage rates should come down a like amount.

[Stephen Loukas @sloukas24]

@UnintendedCons5 There were ~ 350k barrels of oil production adds from projects in thre Gulf in 2025. That # decreases to ~ 75k in 2026.

[Stephen Loukas @sloukas24]

@Beganovic2025 @JoshBobrowsky @johnarnold That’s because Nashville, like many secondary cities got over-built by the purpose rental developers. The secular growth trend in Nashville though is undeniable.

[Stephen Loukas @sloukas24]

@DosNomad @CRUDEOIL231 As an old boss of mine used to say, it is hard to hedge being wrong. That’s the nature of trading natural gas.

There is still a lot of year left to make it back.

[Stephen Loukas @sloukas24]

@DarrellSto67629 @tommacinnis Not taking a position on MEG / CVE, but it is simply untrue to say that reputable journalists such as at the Wall Street Journal or Reuters don’t cite unnamed sources when reporting on live M&A matters

[Stephen Loukas @sloukas24]

@TeddyGambino He’s right. The part that he misses and will find out by the end of his term the hard way, is that it going to require high $70s WTI initially to get to it and then ~ $85+ shortly thereafter. He can throw his toys at OPEC and US producers all he wants at that point. Won’t help

[Stephen Loukas @sloukas24]

@TeddyGambino Good move… you get back what you put out in this world. What is the quote per implant?

[The Lock$mith @RipsAndSlips]

@BronxBombrs

[Stephen Loukas @sloukas24]

#HOUvsNYJ