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!

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.

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SBA

@SadBillAckman

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

SBA

@SadBillAckman

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

lance exploration has gone deep into this play

Read 5 tweets

SBA

@SadBillAckman

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

SBA

@SadBillAckman

Jun 28, 2022

A couple thoughts from my over stimulated mind this AM on the occasion of $POU getting a 10% NCIB approved.

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?

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