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Jun 28 • 4 tweets • 3 min read
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.
Me talking a look at #Germany deciding to shut nukes down and replace it with Russian gas.

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More from @SadBillAckman

SBA Profile picture
Jun 29
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
SBA Profile picture
Jun 29
We are doing another #CookingWithSBA sponsored by $TPZ tonight - starting off by butterflying out a chicken breast. ImageImage
Now I screwed up a bit here because I forgot to add some flower to both sides.... #CookingWithSBA ImageImage
Get some asparagus in some hot fat. #CookingWithSBA Image
Read 10 tweets
SBA Profile picture
Jun 28
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
SBA Profile picture
Jun 28
Sorry, brb got to call Grandma. Image
Why was Grandma talking to Anna who I don't remember? Image
I forget people easily Image
Read 6 tweets
SBA Profile picture
Jun 28
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
SBA Profile picture
Jun 27
So, on todays #CookingWithSBA sponsored by $TPZ we are trying to use up a bag of mixed tomatoes I got at a farmers market.
So my thinking is cook the tomatoes down then make a sauce out of them #CookingWithSBA
We are also going to need a side for the pasta - so some chicken will work for that.
Read 9 tweets

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