00:07:00 @InvestInOnG @jleqc @IlliniProgrammr discussing oil pricing the last few days.
00:20:00 Deep and I got "BTU'd." Illini discusses some reasons why $BTU moves the way it does. ... @RazorOil discusses WCS-Brent-WTI pricing, and natural gas.
00:37:00 Prairie Provident's recent moves are discussed. @TheFreeCashFlow joins. I'm keeping a little cash on hand. ... @WhiteTundraSG joins and discusses $PPR.
1:01:00 @tommacinnis provides his perspective on the Canadian andd U.S. banks, and issues they dealt with in the COVID era in regard to the oil and gas business.
1:15:00 @JamesHMackay joins. James and Shubham discuss Petrobras, and $PBRA's expected production growth. Tom and Shubham continue discussing the credit world for O+G. Fascinating!
1:36:00 @Sheriooz joins and continues the Petrobras discussion. "PBRA's Capex is insane." ... @MiserMcMiserson joins and discusses why premium gas prices have been rising in relation to regular. Miser discusses new Ontario refinery regulations.
1:55:00 @puckdunk joins and asks about the valuations of refineries? Are they stranded assets, or should we be looking at them differently. Shubham discusses some issues with investing in refiners. "The best way to make money in refining is to work in refining."
2:20:00 "You only need to be right in life ONCE." ... New Hope ($NHC) has been buying back at a nice clip. Shout-out to the ASX for posting daily BB info.
2:35:00 @HalfbeardCanada joins. A lament for teeth. Imports and exports are down? Things turn geopolitical -- Saudi Arabia, China, Russia, Germany, Turkey, Iran (the usual suspects).
3:10:00 "Welcome, Matt!" or welcome mat? @mfwarder joins -- he was NOT smoking right outside Shoal Creek last night.
The agony and the ecstasy (not so much) of $BTU. Will the mine fire affect the sureties?
3:32:00 Matt refuses to discuss Glencore and NEWC pricing (jk). @JoeBeattie11 switches topics to agriculture. Joe says newer refineries will hurt Euro/US East Coast refineries. E15(!) talk.
3:48:00 HCC passed on the Shoal Creek asset? That exclusive club for investors in precious metals? Yeah, Matt's a Gold Member.
High-Energy Wednesday