In Nacho We Trust
@NachoTrustStocks, markets, politics, energy. Play to win. Go for gold.
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This is why we have $7 #natgas and why we may head to $10+. Production needs to ramp up, while DUCs are very low, OFS inflation 20-30% yoy, and lack of equipment… I think below assumptions are reasonable, perhaps a bit bullish 😀Canadian storage is also very low! #trustanalysis
Yes, Sellout Singh, food inflation has risen to a 40-year high since you joined the Trudeau government in 2022. Maybe it’s because your brother’s company is Metro’s top lobbyist. Maybe it’s because you voted to hike carbon taxes on farmers & food. Either way, you sold out…
So the Davos billionaires board their private jets after lecturing the world’s working people about heating their homes and driving to work. I will ban all my ministers from any involvement in the World Economic Forum.
Tagging a few #LNG / #NatGas enthusiasts. @timber001 @JoeBeattie11 @AssetTraveller @cckanaan @DSteinmoeller @nyetjgoldblum @JamieHeard5 @DividendDandy @BJamz20O3 @rockcreekfreak @AlexVergeJOY @DrJ2842 @TennisonEddie @energyburrito @SHOPGod2 @C_Mercanti @bnn_bull @NachoTrust
After plummeting in the polls, a flailing, desperate Trudeau is now flipping and flopping on the carbon tax as I am holding a gigantic axe the tax rally in a Liberal-held Atlantic riding. He is admitting he’s not worth the cost.
$ACDC I think the market is reacting weird here. Wilks family put in 50m of perpetual convertible pref equity, to pay down senior debt. It has 8% PIK ”interest”, which translates into SOFR+275 bps, even though its Paid-In-Kind!! I’m fairly certain the senior debt repaid had a…
We warned that Justin Trudeau’s online censorship law was coming to censor what people can see and say online. Liberals denied it. Now, it is exactly what they're doing. Conservatives will repeal Trudeau’s censorship, and restore freedom of expression online for all.…
Make Canada work for all the (extra)ordinary people who do the hard work. Happy Labour Day.
Memo to Jagmeet—you are in government. Your party runs BC where this apartment is located. Since you took power in Ottawa, housing costs have rocketed higher. You are not the solution. You are the problem.
Hmmm 🤔 Not sure there will be a bull market autumn! I’m avoiding indebted, asset heavy sectors and high-valuation tech!
Canada had 18 LNG terminals proposed when Trudeau took office. Zero have been completed. Countries like Germany are in an energy crisis, yet Trudeau says there's no business case for Canada's LNG. Conservatives will scrap anti-energy laws to bring home energy production.
$acdc #profrac new pos at open, $12.51, epic catch-up to peers IMO. Valuation low, I like what Wilks are doing. If it doesent pan out, I’m ok sitting long-term. LNG exports will serve as “baseload” demand, and basin exhaustion/well productivity will require more OFS per boe.
Looks like toast might be an understatement as to where Trudeau's Liberals are headed based on the highly reliable @338Canada From an investment angle, I believe this will have positive repercussions, particularly on Canada's resource sector.
Updated @338Canada Federal Model: CPC: 165 (+46) LPC: 115 (-45) BQ: 34 (+2) NDP: 22 (-3) GPC: 2 (-) - August 6, 2023 - (Seat Changes With 2021 Federal Election) Check out the model here: 338canada.com
Cant recommend Portugal as a vacation spot. Food is OK, Wine is OK but overpriced, service is bad. Portugal is like Vermillion $vet.to, cheap but low quality with nasty surprises.
$trp.to $trp #tcenergy EBITDA 24-25E 10.5bn (+-), interest (~3.5?), maintenance (2.5-3bn), repayments (~2.8bn) and divvies (~2.6bn). 0 room for operational underperformance. Divvy not fully covered and relies on them refinancing debt, in addition to new growth capex debt…
So the federal Port of Vancouver is on strike, blocking billions of dollars of goods, driving up prices & threatening jobs. And the minister responsible is busy showing off his new sneakers. Any wonder why, after 8 years of Trudeau, so many families can’t pay their bills?
Well Done @riksbanken #riksbanken #thedeen #svpol #sek 25 bps instead of 50 bps! Monkeys still havent learned that this little currency needs more hawkish policy than USD, EUR, GBP… And next meeting is in September 😂 Total crash and burn.
This is on the @federalreserve @ecb @riksbanken etc etc. They, mandated by politicians, have created an historic asset inflation, and hence a historic economic inequality. People wouldn’t do this rioting if they weren’t angry, bitter, hopeless.
BREAKING: The riots and looting in France and Belgium spread tonight to Switzerland too. Stores were looted in the city of Lausanne and rioters clashed with the riot police.
Its -€5/MWh at 2 pm, when everyone is outside having lunch and drinks. But its €125/MWh when people actually need the energy….
German day ahead prices drop to -500 €/MWh at 2 pm. Yes, minus 500. That's the lowest price in several years, if I recall correctly. If you have a dynamic pricing retail contract, charging your EV will earn you smth like €50. epexspot.com/en/market-data
I added on $wcp.to today, first time on the bid since june 2022. I think we may have a few months of strength here, and wanna see more data. 🤨🤨
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