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StitchCapital Profile picture
StitchCapital
@StitchCapital
Founder @ https://t.co/DohKfiMkuC. Everyone wants to be a lion. Most people just never get the chance.
May 11, 2022 • 21 tweets • 8 min read
Summary of Pierre Andurand's recent interview with Raul Paul. Long interview but these are the comments about oil.
🧵
#OOTT Andurand: I studied math/finance. Started with Goldman Sachs, trading energy. Then BofA. Then Vitol. Started hedge fund in 2008 (large commodity fund). Then another fund in 2013. Mainly focused on energy trading. For last 5 years I've been based in Malta. #OOTT
Oct 8, 2021 • 7 tweets • 4 min read
J.P. Morgan says we're entering a new supercycle for oil and that markets will be fine with $130/bbl.

A thread below with their analysis.

#OOTT History doesn't repeat, but it rhymes. Position yourself accordingly.
#OOTT
Jul 29, 2021 • 10 tweets • 4 min read
Baytex Q2 Conference Call Q&A Below. First part of call covered same content you can read in the presentation deck.

baytexenergy.com/files/pdf/corp…

$BTE $BTE.TO $BTEGF #OOTT Q) Regarding Clearwater, you seem to be getting better results than peers with only 2 laterals. Is that repeatable? What is differentiating?

$BTE $BTE.TO $BTEGF #OOTT