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May 15 • 13 tweets • 6 min read
OK, we return to #CookingWithSBA where our chicken has been relaxing in the pool for about 18 hours. Image
We have a mix of MOAR salt, pepper, rosemary, Thyme, cayenne, oregano.

#CookingWithSBA Image
We got our chicken all dry and ready to receive Christ. Image
And we got our chicken all ready to go into the oven...

#CookingWithSBA Image
Just as soon as the bread is out.

#CookingWithSBA Image
And the bread is out. Image
Chicken in. Image
A cross section of the bread - #CookingWithSBA Image
And the chicken out of the oven.

#CookingWithSBA Image
Need a salad to go along with this

#CookingWithSBA
#CookingWithSBA Sandwich is coming is coming together. Image
Perhaps not the greatest cross section ever.

#CookingWithSBA Image
And the salad includes bacon and cheese curd. Image

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More from @SadBillAckman

SBA Profile picture
May 18
SBA Capital opines on Ovintiv $OVV, RIP $ECA. Image
“We are not now what we once were, for better or for worse” –Doug Suttles after smoking a bowl and thinking about $OVV
There is a very reasonable question to be asked about the last 15 years at $OVV / $ECA / $PSK / $CVE – was it all worth it?
Read 17 tweets
SBA Profile picture
May 17
SBA Capital opines on $PNE ImageImageImageImage
We are long Pine Cliff $PNE, let us explain why.
$PNE operates in what is an increasingly small space, a public company working conventional resource, producing only about 20,000 boe/d and not seeking scale – it is a tough, niche space.
Read 9 tweets
SBA Profile picture
May 17
A Statement from SBA Cap Re: $SU Image
While we have been critical of Suncor $SU ’s management and operations for some time now we have never doubted the ability of the company to generate large amounts of free cash in the current pricing environment.
It is with that understanding of the situation that we were long Suncor $SU by way of longer term call options – purchased both in and out of the money.
Read 4 tweets
SBA Profile picture
May 11
1. I own $PIPE but don't spend a ton of time on it - lets take a look at what I own. Image
2. First thing – it is a production growth story $PIPE – plans to grow into scale over the next couple years. Image
3. They are doing this in a smart modern way – a product of the hell Canadian producers have been through for the past decade – equity heavy – less than 200mm of debt, but an aggressively growing share count. $PIPE ImageImage
Read 6 tweets
SBA Profile picture
May 11
Here is why I am short the idea that $AAPL is going to launch and/or do anything meaningful in the world of AR (the glass) in the near future.

There is a great app for AR - let me hold my phone up and show me where my #Airtag is in 3D space - ya it doesn't exist.
I shit on the idea of #Airtags for years as they were a hyped thing, then $APPL shipped them and they turned out ok - so I should be careful.

But I have see the media/analyst community confidently predict products for years and they never ship.
When I got my first Jawbone for my BB Curve I thought, man it would be great if I could listen to music on this from my iPod.

Airpods were an obvious killer app - they solved a problem people had, and they did it well.
Read 9 tweets
SBA Profile picture
May 11
When you have like 4 pounds of bacon ends to deal with, you have to think big (or just inside the box)
So we probably want veggies - oh look, here some are.
Bacon in pans to start #Rendering
Read 7 tweets

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