21 Jan 2025
"There is no substitution for Canadian heavy oil ... all the refining complex in the United States was created to process Canadian oil..."
-@ericnuttall on @inthemoneypod with @baystreetamber
#OOTT #tariffs #USMCA
$CVI $BTE.to $SGY.to $VBN.to $VET.to $SM $TVE.to $CVE.to $CPG.to $APA $MEG.to $DW $DVN $MR.to $NOG $ARX.to $QRY.to $SPRU.to $CWC.v $VPR.v $IVA $MNV.to $AAV.to $PEY.to $CTR.to $ATH.to $CU.to $HMX.v $EQT $BIR.to $CHK $KEL.to $SDE.to
2
2
7
1,060
4 Nov 2024
$STEP.to 40% premium buyout
WooHoo!
(opens account) Doh!!
I had same results with
$ESN.to->ElementTechSrvc (private co)
$CWC.v->$PD.to
Lesson:Buy price matters
@djlowe @NuggetCapital @TeddyGambino @Kevin_AGraham @ysteve747 @CdnEngyAnalysis @Sportellosprea1 @sohaibab9 @garquake
9
415
20 Oct 2023
NCP suspects the last four transactions in Canadian energy have had insider trading: $TVE.TO $PIPE.TO $CWC.V $ESN.TO. Note how the two OFS names were bid up to the exact takeover price while TVE rallied miraculously a day before. "Leaky data rooms" 😬
1
10
1,734
..and note, I used 'fleeced', not 'piped'.
It's pretty bad when new verbs are used to describe a shareholders outcome in the O&G sector.
$CWC.V outcome is hardly anything to cheerlead here, nor defend in advance (which many did).
@AssetTraveller @IBB_INVEST @JoeBeattie11
1
1
4
241
28 Jul 2023
$CWC.V @CwcEnergy says the biggest challenge for their service & drilling rigs will be finding employees while keeping costs redeemable - an issue being reported across the board in OFS. #OOTT #OFS
2
20
3,188
31 Mar 2023
18 out of the 36 companies in the Industrial Products & Services sector on TSX Venture generated positive cash flow.
These companies are:
1. $APL.V - Appulse Corporation
2. $AEP.V - Atlas Engineered Products
3. $CTO.V - Circa Enterprises Inc.
4. $CWC.V - CWC Energy Services
3
9
52
17,075
31 Mar 2023
What Didn't Work in Q1
$KIDZ.V $ZOMD.V - AdTech as whole was a nightmare. Not only did top line collapse the gross margin profile came in
$CWC.V $STEP.TO - Market is sniffing out peak earnings (insider selling doesn't help...)
$SPN.V - Growth w Margin Decay (real 2021 feel)
31 Mar 2023
Q1 in the Books - Feels WORSE
MTD - ⬇️3.33%
QTD - ⬆️10.75%
YTD - ⬆️10.75%
$PHA.V - Existential Regulatory Risk
$SPG.TO - Liquidation of 1/3 of EBITDA Biz Unit for Debt Service
$SBIO.V - No OpEx Leverage
$CTS.TO $STC.TO - Multiple Destruction
$KIDZ.V $ZOMD.V - Adtech RIP
1
2
1,717
21 Mar 2023
Yup. Just money leaving the space once WTI price cracked.
With the leverage on balance sheet always going to move more.
$CWC.V still my favourite though.
2
76
16 Mar 2023
Canadian well completions were up in February y-o-y unlike in January where they were down. Also unlike in 2022, February came in above January. Licensing trends remain strong and new spuds are higher.
$TCW.TO $CFW.TO $STEP.TO $LBRT $TOT.TO $CET.TO $CWC.V $PD.TO $ESI.TO $OIH
4
1
27
3,824
13 Mar 2023
$CWC.V Well done !
13 Mar 2023
Earlier this month, CWC's President and CEO Duncan Au spoke with @sohaibab9 about CWC's record-breaking Q4 and year-end 2022 results. Missed joining live? Watch below:
lnkd.in/gSfkYVyZ
#EFT #drilling #wellservices #albertaenergy #canadianenergy #oilandgas
1
9
4,387