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SBA
Principle PM SBA Cap Ex Spiralis Resources
Jun 29, 2022 18 tweets 5 min read
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
Jun 29, 2022 10 tweets 6 min read
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
Jun 28, 2022 5 tweets 2 min read
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
Jun 28, 2022 6 tweets 2 min read
Sorry, brb got to call Grandma. Why was Grandma talking to Anna who I don't remember?
Jun 28, 2022 4 tweets 1 min read
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.
Jun 28, 2022 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
Jun 27, 2022 9 tweets 4 min read
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
Jun 27, 2022 7 tweets 2 min read
Germany is what happens when your submission kink become a national energy policy. dOn'T kInK ShAmE CoUntRieS eNeRgY cHoIceS
Jun 27, 2022 4 tweets 1 min read
I'm just thinking about this in the context of Canada, some people on the left here are very, very scared about this creeping illiberalism coming up north - but then support JT who is pushing the most divisive agenda around.

daringfireball.net/linked/2022/06… JT is fantastically destructive to the fabric of the country - both destroying trust in media by literally paying them off, then empowering the CRTC to regulate all speech on the internet, continued covid impositions into our lives for no good reason.
Jun 27, 2022 4 tweets 1 min read
Kiprusoff's old house is back on the market.

realtor.ca/real-estate/24… I love the viewing room for the car. Image
May 27, 2022 10 tweets 5 min read
In a strange turn of event's - I have $SU news that is not shade!

Suncor filed a so crazy it just might work (probably not though) kinda plan with the AER.

Lets look at it together! $SU is proposing a project called #HOLLER - Heavy Oil Late Life Energy Recovery at MacKay River
May 27, 2022 5 tweets 2 min read
Sweet baby Jesus. @jkenney was on Platts Cap Crude and said some of the most disconnected from reality shit you have heard.

Lets start with this:

That by YE 22 AB could be shipping .5mm bbl/d to the US.

WHAT BBLS! And then @jkenney says that "most" of the 600k bbl/d of TMX export capacity will go to... West coast US refiners?

Perhaps @Rory_Johnston can check me on this on but that seems... really not correct.

Though nothing is set in stone.
May 26, 2022 10 tweets 3 min read
I feel like it is probably a bad sign to be on LinkedIn's "people also viewed" panel next to a guy just charged by the SEC for running a Ponzi CEO & CIO at EIα Alpha Partners & EIα All Weather Alpha Pa His deck is still on LinkedIn. 🙈
May 26, 2022 7 tweets 2 min read
I had a shower though this AM about how the catastrophizing people do on Climate and the actions that has lead some in power to take are a strong indicator to the 2A side to not give ground. We see elected and unelected officials across the world declaring climate as an emergency, and mostly this is being done to enact annoying but small things.
May 26, 2022 4 tweets 1 min read
I get the impulse - but you know weighing in on things like guns and climate makes like.. half the population view you are political actors and means they won't take you seriously when like... you actually have subject matter expertise to offer. Oh you're saying is that "in my medical opinion it would be better if kids didn't get shot" - which like, you don't need a medical licence for.
May 25, 2022 4 tweets 1 min read
PP is a bad idea machine.

He is a Federal Kenney.

If he wins it will be because Canadians are finally done with JT, but he will see it as a mandate to do lots of crazy unpopular shit that will be unpopular and have predictable results. Politicians were better when they drank more and were mostly lazy.

I don't like JT because of what he is doing, I loathed Kenney because of what he did.

Just stop having ideas - have a drink on the dock, relax.
May 25, 2022 5 tweets 2 min read
I'm eating. Image BAcon fAt - like my ass. Image
May 18, 2022 17 tweets 6 min read
SBA Capital opines on Ovintiv $OVV, RIP $ECA. “We are not now what we once were, for better or for worse” –Doug Suttles after smoking a bowl and thinking about $OVV
May 17, 2022 9 tweets 3 min read
SBA Capital opines on $PNE We are long Pine Cliff $PNE, let us explain why.
May 17, 2022 4 tweets 1 min read
A Statement from SBA Cap Re: $SU 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.
May 15, 2022 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