Randy Herion
Randy Herion @RandallHerion ·
#oott #com #oil Always quality content from @crudechronicle. Appreciate you sharing your deep research and insights. Rob, regarding cost of production can you please further explain the total collapse in F&D in 2009 and again in 2015. I have my thoughts but wanted to hear your perspective. My thoughts correlate to the T Boone line that “cheaper to drill for oil on the floor of the New York Stock Exchange than in the ground.” The Crude Chronicles - Why Oil has to be $90 a barrel! youtu.be/hHZyN9fTYic?si… via @YouTube
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The Napster
The Napster @emmpeethree ·
Birchcliff Energy's 4Q25 NBF: "Q4 Generally In Line. F&D Costs Improve as Lrg. Neg. Tech Revisions Behind Them" TD: "Sound & Solid" 1/x #COM #OOTT $BIR.TO $BIR
The Napster The Napster @emmpeethree ·
Birchcliff Energy's 3Q25 NBF: "Resilient & Stable Value; Deserves Re-Rate" TD: "Strong Operations; Testing Market Appetite for More Capex/Growth" 1/x #COM #OOTT $BIR.TO $BIR
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Nugget Capital Partners (NCP)
Nugget Capital Partners (NCP) @NuggetCapital ·
IT'S OFFICIAL. MULTI BILLION DOLLAR PORTFOLIO MANAGER & #COM MEMBER @Cole_Smead OF @SmeadCap IS LONG NCP TOP REAL ESTATE PICK $HR.UN AS I GUESSED AFTER LISTENING TO @inthemoneypod WITH THE HELP OF 13-F FILINGS. HE KNOWS WHERE THE UNDERVALUE IS. "YOU LOVE TO SEE IT." A BOL @ NCP.
Nugget Capital Partners (NCP) Nugget Capital Partners (NCP) @NuggetCapital ·
Excellent @inthemoneypod listen with @Cole_Smead. Wonder what diversified Canadian REIT he's looking at/in. $HR.UN - an NCP top pick? Also get out of $QQQ while you still can. $5bn AUM two man band must be doing something right there. Highly rec'd listen.
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Stephen Kalil🇨🇦🇺🇸
Stephen Kalil🇨🇦🇺🇸 @StephenKalil ·
Hello---$5.7 is ~.02`% of a $27 Trillion U.S economy. We visit the US quite a bit. Our friends in the US laugh when we tell them. Most Americans don't know & couldn't give 2 f'ks if CDN's are boycotting travel there. #com #cdnpoli #uspol
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