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May 3, 2022 7 tweets 3 min read Read on X
$TPAZ $TPZ FUUUCKS! Image
I had my doubts about this working - I was wrong, I bow down before Mike, @JamieHeard5 and lurking Marty Staples to ask for forgiveness. $TPZ $TPAZ
That said I don't know why $TPZ need a marketing spend?

Like are they going to sponsor #CookingWithSBA? Image
Ah, apparently it is for selling their royalty production... I stand corrected. $TPZ Image
This is only a kid, when I come at you with an ask it will be a bigger one - and it won't be for a sponsorship.

#CookingWithSBA $TPZ Image
My praising of $TPZ aside, I went off Rafi last week for talking about outsourcing jobs of those who want to WFH.

If Tpaz really does empty only 8 people, how is this not a tempting target from a public policy prospective?

Watch your back jack. Image
Why does a royalty co need to sell forward again? $TPZ

I defend hedging losses with $ARX and really any E&P, but like... are shareholders looking for this? Image

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More from @SadBillAckman

Jun 29, 2022
SBA Capital offers some thoughts on Whitecap’s acquisition of XTO Energy Canada $WCP Image
Who would have seen this outcome for deals that started in the bar at the Whistler energy conference, probably no one in the room at the time – anyhow; $WCP has a deck out and a call in about an hour – lets go! Image
Depending on how you count the value of BnD $WCP is paying ~ what $CVE did per flowing BOE for a lot less developed asset, and an asset with a lot move variability and execution risk.
Read 18 tweets
Jun 29, 2022
We are doing another #CookingWithSBA sponsored by $TPZ tonight - starting off by butterflying out a chicken breast.
Now I screwed up a bit here because I forgot to add some flower to both sides.... #CookingWithSBA
Get some asparagus in some hot fat. #CookingWithSBA
Read 10 tweets
Jun 28, 2022
Someone is making a play in the south, deep south of Alberta
7460m well!

This area is a grave yard of optimistic wild drilling Image
lance exploration has gone deep into this play Image
Read 5 tweets
Jun 28, 2022
Sorry, brb got to call Grandma.
Why was Grandma talking to Anna who I don't remember?
I forget people easily
Read 6 tweets
Jun 28, 2022
A couple thoughts from my over stimulated mind this AM on the occasion of $POU getting a 10% NCIB approved. Image
Of their last NCIB they didn’t use much and what was deployed was spend at less than half of todays share price – I like this because it shows they know themselves and aren’t doing a stupid thing like $POU is want to do.
But it raises an interesting question in my mind – $POU has always been a play thing for the plurality owners – could POU use some of it’s cash to lock in a buyback price on it’s shares?
Read 4 tweets
Jun 28, 2022
SBA Cap offers this clip to the people of @en_germany in this time of your energy crisis. #Germany #EnergyShock #Russia #MadeYourBed
Oh, more #German energy policy. Angela Merkel
Good luck @GermanyDiplo, your energy policy has fucked the world.
Read 4 tweets

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