@NuggetCapital Avatar @NuggetCapital Nugget Capital Partners (NCP)

Nugget Capital Partners (NCP) posts on X about stocks, $cnq, canada, money the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance countries stocks cryptocurrencies technology brands social networks currencies travel destinations us election automotive brands

Social topic influence stocks #2475, $cnq, canada, money, debt, bullish, inflation, reit, $bteto, $bte

Top accounts mentioned or mentioned by @bdepardell @nuggetcapital @vanisleinvestor @bubleqe @rockcreekfreak @manitobacanuck @thebobbynugget @tyberiusmaximus @robertclayson3 @gugo907 @parrafincontrol @kevinagraham @taobanker @razoroil @mpelletiercio @thewiseic @itoldya6 @realpeterlinder @wtibull @tradeoilstocks

Top assets mentioned Canadian Natural Resources Limited (CNQ) Baytex Energy Corp. (BTE) Cenovus Energy Inc. (CVE) Franco-Nevada Corporation (FNV) Veren Inc. (VRN) CRESCENT POINT ENERGY CORP. (CPG) Suncor Energy, Inc. (SU) PAN American Silver Corp (PAAS) Newmont Corporation (NEM) Liberty Energy Inc. (LBRT) Exxon Mobil (XOM) Rally (RLY) Imperial Oil Limited (IMO) Patterson-UTI Energy Inc (PTEN) EQT, Corp. (EQT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Good watch on BNN today why Canadian copper miners could be a really hot short here. Market oversupplied by the equivalent of 3% per day of demand/day with more supply to come. Commodity moving on pure speculation out of China. $IVN.TO $CS.TO $HBM.TO https://www.bnnbloomberg.ca/video/shows/trading-day/2024/10/04/our-copper-outlook-continues-to-be-bearish-pradier/ https://www.bnnbloomberg.ca/video/shows/trading-day/2024/10/04/our-copper-outlook-continues-to-be-bearish-pradier/"
X Link 2024-10-05T00:28Z [----] followers, [----] engagements

"@Dan20113215 @TeddyGambino Bankruptcy. He might not even get that if $WRG goes down too. LOL"
X Link 2022-06-11T22:57Z [----] followers, [--] engagements

"Brian Schmidt has done great things for myself and @BobbyNugget5 who have shorted his stock all year and continue to layer on shorts w/ every day cat bounce until he issues more equity for #Deltastream $TVE.TO $TVE $TNEYF TV CEO Brian Schmidt called the Clearwater field the best play in North America yesterday. Congrats to the Peavine & $TVE for the creation of this approach. TV CEO Brian Schmidt called the Clearwater field the best play in North America yesterday. Congrats to the Peavine & $TVE for the creation of this approach"
X Link 2022-09-03T08:33Z [----] followers, [--] engagements

"When YTD returns no longer work. $TVE.TO $TVE $TNEYF Tamarack Valley Energy sucked big time - measly 409.42% 🀣 $tve.to #com https://t.co/5kYJPnTs1F Tamarack Valley Energy sucked big time - measly 409.42% 🀣 $tve.to #com https://t.co/5kYJPnTs1F"
X Link 2022-09-19T07:37Z [----] followers, [--] engagements

"Josef Schachter's top picks $PRQ.TO & $GTE.TO are blowing the door off rival fund manager's $NNRG in [----] by a wide margin. In fact Eric Nuttall's fund is underperforming $XEG if you include commission being held down by an addiction to $TVE.TO $TVE. @BobbyNugget5"
X Link 2022-09-25T21:12Z [----] followers, [--] engagements

"Eric Nuttall has turned off replies and went blue check. This is probably not a good sign for $NNRG $NRGI investors. #COM $ATH.TO $TVE.TO $BTE.TO"
X Link 2022-12-08T15:18Z [----] followers, [--] engagements

"POLL: Which oil stock fund manager do you prefer the most @pickeringenergy @BubleQe @BDEPardell @CanoeEnergy @Ninepoint @BobbyNugget5 #COM #OOTT $XLE $XEG $XOM $OIH $NNRG $CPG $EOG $SU $CNRL Eric Nuttall Rafi Tahmazian Bobby Nugget Dan Pickering Eric Nuttall Rafi Tahmazian Bobby Nugget Dan Pickering"
X Link 2022-12-11T01:51Z [----] followers, [--] engagements

"$RBY.TO is a top pick at Nugget Capital Partners. The wife of Mike Rose (Sue) is a seasoned geologist and is hitting some type curve crushing stunners. Unlike $TVE / $BTE overvalued names Rubellite's acreage is counted for nothing @CaptnClearwater 🀑 @Gugo907 Gurgen admire all your knowledge and expertise. Wondering if you ever looked at Rubellite. RBY on TSX. It is run by Mike Roses wife. Mike seems to have great reputation as President of Tourmaline/TOU @Gugo907 Gurgen admire all your knowledge and expertise. Wondering if you ever looked at Rubellite. RBY on TSX. It is run by Mike Roses"
X Link 2023-03-09T18:29Z [----] followers, [----] engagements

"Our camp is buying natural gas. Already +27 degrees here in Toronto today and air conditioning season is going to be lit while supply is starting to fall. #natgas Common natty let me see that $1 handle. πŸ“‰πŸ“‰πŸ“‰ #com #oott Common natty let me see that $1 handle. πŸ“‰πŸ“‰πŸ“‰ #com #oott"
X Link 2023-04-13T18:04Z [----] followers, 12.5K engagements

"Nugget Capital closed our shorts on $ATH.TO & $BTE.TO on Friday. Still long $TNZ.TO & $ROK.V. Will re-evaluate on Monday directional position taken. If investors didn't like their Q1s they certainly won't like their Q2s. Expect more downside on high beta "torque " names. Nugget Capital Partners has officially closed all short positions on $TVE.TO $TVE last week. We'll be sitting this one out to see what Brian is made of. Too much insider buying of late. However we plan to double down on $ATH.TO short & still like $BTE.TO as a terminal short. Nugget Capital Partners has officially closed all"
X Link 2023-05-14T09:39Z [----] followers, [----] engagements

"Eric Nuttall said the Ranger deal helps him get paid faster. Enjoy your 1.4% yield which begins in Q4 and watch out for the Juniper boys unloading as fast as they can. $BTE.TO I sure am excited about the upcoming 1.4% yeild. $bte πŸ˜ͺ https://t.co/IprCkivQpD I sure am excited about the upcoming 1.4% yeild. $bte πŸ˜ͺ https://t.co/IprCkivQpD"
X Link 2023-05-16T15:50Z [----] followers, 12K engagements

"Great tidbit of fact for all the stock market bears from @CharlesMarleau2 of Palos Asset Management. Always love reading their newsletter and recommend following them as they offer great trading ideas"
X Link 2023-06-03T22:10Z [----] followers, [--] engagements

"Tough to do buybacks when you barely make FCF. Bagtex with under $600M in FCF generation at current strip. After debt service there and paying their 2% dividend there is barely any juice left to be squeezed. Nugget Capital Partners has been short for that reason alone. Baytex Announces Renewal of Normal Course Issuer Bid Full Story: https://t.co/vUBXwOr6r1 @BaytexEnergy $BTE $BTE.CA #Earnings #Energy #Oil #OilAndGas #Sustainability #NYSE #TSX #Investing Baytex Announces Renewal of Normal Course Issuer Bid Full Story: https://t.co/vUBXwOr6r1 @BaytexEnergy $BTE $BTE.CA #Earnings #Energy #Oil"
X Link 2023-06-23T23:09Z [----] followers, [----] engagements

"Great read from NCP's favourite hedge fund Palos Asset Management. Unfortunately @CharlesMarleau2 does not sound bullish on oil prices but does think inflation is rolling over and fed may continue pausing. #OOTT"
X Link 2023-06-25T00:42Z [----] followers, [--] engagements

"$TVE.TO over extended and running low on fuel aka volume. Significantly below the [---] day MA. Even Eric seems to have distanced himself from this dud. An [--] hour CEO plea rocked #COM. Meanwhile NCP has today chosen to redeploy our shorts CC @thebobbynugget"
X Link 2023-06-30T01:32Z [----] followers, [--] engagements

"@WTIBull Will laugh my royal derriere off when John Jeffrey steals your thunder and $SOIL.TO ends year as a top gainer if oil rips. Those Oxbow refracs are an absolute killer. #TeamJohnJeffrey"
X Link 2023-07-09T15:35Z [----] followers, [----] engagements

"@NewcomerInvest They'll trade lower when $TRP cuts the dividend some. It's lurking"
X Link 2023-07-11T01:57Z [----] followers, [---] engagements

"$GXE.TO is still overvalued. Basically a garbage can of higher ARO assets with minimal production and no growth. There is no reason to own this even after the selloff. $ROK.V offers investors similar production profile w/ better management & growth prospects lower multiple. Gear management imagine be happy with action - Stock action so far Will check in later - End of day the company is stronger financial - Best to have that variable model and they will move with oil pricing $gxe.to https://t.co/kuB5fLugQz Gear management imagine be happy with action - Stock action so far Will check in later"
X Link 2023-07-28T00:02Z [----] followers, [----] engagements

"Oil had a good run thanks to the Saudis. Nugget Capital expects job numbers to come in poor and CPI is likely coming in higher than expected - negative macro. RED week incoming RED week incoming"
X Link 2023-08-07T04:24Z [----] followers, [----] engagements

"Leaving Goldman to take a job as a lead analyst with the Canadian Oil Mafia #COM πŸ”¨"
X Link 2023-08-07T11:35Z [----] followers, [----] engagements

"Nugget Capital Partners will eat an ice cream cone full of mayonaisse live on Youtube if $VET.TO hits $100 (still a generous 50% lower than the original #COM projection of 2022.)"
X Link 2023-08-08T22:26Z [----] followers, [----] engagements

"$BIR.TO pain train continues as the company built debt to pay the dividend again as dividend payments exceeded FCF. Josef Schachter was wise to ditch this from his storied coverage list last week. H/T @PattySchachter"
X Link 2023-08-10T23:24Z [----] followers, [--] engagements

"Nuttall using HFI Research to confirm OPECs exports is pretty sketchy and toppy. Don't shoot the messenger. #OOTT"
X Link 2023-08-16T17:42Z [----] followers, [----] engagements

"The urban legend hedge-fund specialist @UrbanKaoboy - Stahel Inc says Berkshire Hathaway & $OXY (oil) are vulnerable. That sounds like "shots fired" on the Baskin top picks @BarrySchwartzBW. Kao continues to bet against $DXY and says watch out for "Asian Contagion." #COM #OOTT"
X Link 2023-08-22T00:21Z [----] followers, [----] engagements

"Epic read as always from award winning hedge fund champion @CharlesMarleau2's weekly write-up. They think the fund is going to turn dovish which will benefit precious metals like #gold & #silver. Highly recommend free read for all to be ahead of the curve. https://t.co/Ipd7CFUNog The yield on the 5-year U.S. Treasury note the true approximation of the neutral rate settled at 4.40% on Friday marking the highest close since June [----]. The neutral rate is elusive but determinant in estimating whether the Feds policy rate is https://t.co/Ipd7CFUNog The yield on the 5-year U.S. Treasury note the"
X Link 2023-08-22T00:25Z [----] followers, [----] engagements

"@geoeconomic10 Canadian housing a well supported ponzi scam. I doubt it will crash but some patches of weakness for sure. Nugget Capital partners prefers 2nd and 3rd tier markets for investments. Avoid all big cities"
X Link 2023-08-23T06:35Z [----] followers, [---] engagements

"The 1mmbbl/d #CeyhanPipeline is coming back online which will deliver rebellious Kurdistani oil to Turkey from Iraq. Add this w/ 600kbbl/d out of Iran and some new offshore production. How much longer will Saudi take it for the team NCP warned of this in recent whitepapers #OOTT"
X Link 2023-08-23T07:59Z [----] followers, [----] engagements

"Just a reminder when you pull thru Weyburn SK next time that this isn't Tommy Douglas' NDP more like the Grim Reaper's @CharlieAngusNDP. Not only incompetent but also sick and evil. #Pierre4PM"
X Link 2023-08-27T02:58Z [----] followers, [---] engagements

"@econ_713 @VanIsleInvestor OPEC cuts are never bullish Peter. Supportive at best. With Biden sending senior CIA agents to Venezuela to work as roughnecks I believe surprise incremental supply sources are a well warranted concern overlooked by bulls"
X Link 2023-08-28T00:32Z [----] followers, [---] engagements

"Absolute legend. $TVE.TO buying rounds for all the #COM members yesterday in Calgary. What a great way to pacify shareholders who have yet to enjoy a good 'round' of upside otherwise"
X Link 2023-09-09T18:20Z [----] followers, [----] engagements

".@thebobbynugget looks like we finally got our signal. Bearish $CNQ #COM"
X Link 2023-09-09T21:41Z [----] followers, [----] engagements

"@TodAllenLewis1 Retire off CPG stocks sounds dangerous AF. On behalf of the team at NCP. Godspeed on your ambitions"
X Link 2023-09-12T01:55Z [----] followers, [--] engagements

"@BubleQe They are giving @CharlieAngusNDP a platform that is well over his head. He is irrelevant along with his communist leader Jagmeet. Better to ignore and let him screen against the wind. Nobody cares what Angus thinks and most dont know who the hell he is. #mbpoli"
X Link 2023-09-12T01:59Z [----] followers, [---] engagements

"$RBY.TO has been an absolute queen since latest drill results came out even recognized by the highly touted @JeremyMcCreaCFA who wrote a brilliant piece. The hard work of Susan & her team has paid off. RIP to the trolls who questioned NCP's wisdom on our long position in Dec"
X Link 2023-09-14T20:27Z [----] followers, [----] engagements

"@CubedPermian @z_or_zee @timber001 @RealPeterLinder Keep dreaming kid. The Nugget Capital Short-Long Alpha Opportunities fund is up 42.8% this year blowing away the indexes"
X Link 2023-09-14T20:28Z [----] followers, [--] engagements

"@Corey90394096 Thanks for sharing. $ROK.V remains a cornerstone of Nugget Capital's Alpha Opportunities fund. We have a lot of faith in this team and the tried trusted and true low decline low cost SE Saskatchewan asset base"
X Link 2023-09-14T20:30Z [----] followers, [---] engagements

"$TNZ.TO a top pick at Nugget Capital Partners is on a warpath with over 70% gained YTD and now buying back shares like a drunken sailor with FCF. Woodside LNG strike ain't going to help TTF prices stay 'mild' this winter. @WTIBull probably wants in by now"
X Link 2023-09-14T20:32Z [----] followers, [----] engagements

"Great read from the team at Palos Asset Management: "It may prove to be a good moment to pick stocks unless the oil market were to upset the apple cart: oil can be a wrecking ball." #OOTT @UrbanKaoboy"
X Link 2023-09-17T02:30Z [----] followers, [----] engagements

"@SteveWps @WTIBull Even worse for him was his attempt to short NCP's top position $TNZ.TO. His shorts got blowed up like a pineda on cinco de mayo"
X Link 2023-09-17T12:46Z [----] followers, [--] engagements

"@ManitobaCanuck @ericnuttall Doubt that highly but time will tell as always. Nugget Capital Partners initiated a beta short on $BTE today. Investors will hate this news and likely sell the stock further as they recognize institutional investors properly fail to see the story as portrayed by RBC & Nuttall"
X Link 2023-09-20T01:58Z [----] followers, [---] engagements

"Got #deflation Palos says headline #inflation expected to be 1.8% next year"
X Link 2023-09-20T12:47Z [----] followers, [---] engagements

"Nugget Capital Partners top pick $TNZ.TO continues to show strength as most other energy names struggle. Our long-short alpha strategy continues to pay very good dividends with a surgical approach to longing quality and shorting high beta nonsense"
X Link 2023-09-20T20:29Z [----] followers, [----] engagements

"$ROK.V @ROKResources a Nugget Capital Partners top pick for [----] ended the day in the green as the ROK team continues to deliver"
X Link 2023-09-22T00:01Z [----] followers, [----] engagements

"@RealPeterLinder Will get even cheaper tomorrow as Japan inflation data should help redirect narrative to deflation"
X Link 2023-09-22T00:02Z [----] followers, [---] engagements

"Ed Morse is going to make clockwork out of @ericnuttall. A seasoned analyst with some of the best calls in the game going back six decades. Can't wait. Make it a pay per match because Morse is going to leave Eric with a TKO. #OOTT #EdMorse #EricNuttall"
X Link 2023-09-23T03:44Z [----] followers, [----] engagements

"Great post by the legendary @WarrenPies. Nugget Capital loaded up on oil puts on Friday and shorted two of our favourite ideas: $ATH.TO $BTE.TO. Our camp sees aprox. 15-20% downside on first sign of OPEC's progress reversing in equity valuations"
X Link 2023-09-24T15:43Z [----] followers, [----] engagements

"@ManitobaCanuck @WarrenPies Happy to take it. Significant downside on $BTE. Easiest industry short. Even Juniper bailed at first opportunity. Cheers"
X Link 2023-09-25T00:34Z [----] followers, [----] engagements

"Gurgen has a $6 target on $ATH.TO Nugget Capital has a $2.75 target on the same stock. DYODD folks"
X Link 2023-09-25T00:35Z [----] followers, [----] engagements

"@nadinelindsey_ Very nice. Making me hungry. Unfortunately I am fasting the team at NCP until by $BTR shorts are back in the money @ManitobaCanuck"
X Link 2023-09-28T02:28Z [----] followers, [---] engagements

"Hope @northvolt can go public so Nugget Capital can short to zero"
X Link 2023-09-28T20:24Z [----] followers, [----] engagements

""We've done well on all of our oil positions this year except Tamarack." - Martin Pelletier PM Wellington-Atlus .@thebobbynugget tried to warn you. $TVE.TO"
X Link 2023-09-30T01:09Z [----] followers, [----] engagements

"@ManitobaCanuck No covering. In fact NCP layered in even more shorts after selling off some of our commodity contracts to free up additional liquidity. Huge selloff coming soon"
X Link 2023-09-30T01:10Z [----] followers, [---] engagements

"Nugget Capital Partner's third white paper has been published tonight. Find out why we are shorting lowest quality oil stocks longing natural gas stocks & one US energy oilfield service names. $PNE.TO $ACDC $ATH.TO $BTE.TO $TPZ.TO $TVE.TO #OOTT #COM"
X Link 2023-09-30T04:33Z [----] followers, [---] engagements

"@CrudeOil4Life @thebobbynugget Not too big right now. We will add more if it rallies. Unfortunately it has not been rallying. We layered more shorts into $BTE.TO & $ATH.TO. Both lucrative shorts here and likely to drop like rocks"
X Link 2023-09-30T04:36Z [----] followers, [---] engagements

"Mr Nuttall is too embarrassed to even make it a top pick again. @thebobbynugget continues to do gods work"
X Link 2023-10-01T22:28Z [----] followers, [----] engagements

"@ValueNotDeadYet @thebobbynugget We are in the #natgas bull camp especially as oil prices fall in Q4"
X Link 2023-10-02T02:46Z [----] followers, [---] engagements

"Nobody is laughing at us now. Nugget Capital shorts are back in the money in a BIG way. We remain short even after the bloodbath as trapped longs run for the hills. $BTE.TO $BTE @BaytexEnergy $BTE.TO is down 6.5% on a massive volume. $BTE.TO is down 6.5% on a massive volume"
X Link 2023-10-02T18:43Z [----] followers, 19.5K engagements

"@Gugo907 Buybacks on short cycle depleting assets just no bueno. Generalists ain't waltzing into that mess. Energy was an inflation trade and now rotating into recession/deflation trade"
X Link 2023-10-02T18:58Z [--] followers, [---] engagements

"They are going to need some Mad Dog 20/20 when they look at their PFs and see $TVE.TO unfortunately. Nugget Cap wishes them nothing but the absolute best"
X Link 2023-10-02T19:08Z [----] followers, [----] engagements

"The trade is to pile into long duration bonds and dump high growth stocks. Neutral on energy in the short term but think it will suffer near term as narrative shift to deflation- #recession"
X Link 2023-10-02T19:15Z [----] followers, [---] engagements

"Not a surprise. We were warning this will come and we expect it to intensify. Crude equities won't be immune and there is no re-rate coming amidst a hard landing if we land at all. Doesn't matter if oil demand holds up although gasoline cracks tell another tale regardless. The market focus is shifting from a soft to a hard landing as the dollar and yields continue to rise and last months production cut extension supported this deterioration. The result being a selloff in crude oil as recently established longs head for the exit https://t.co/3Yn3N3avRv The market focus is shifting from a soft"
X Link 2023-10-02T21:56Z [----] followers, [----] engagements

"Not crazy at all. The trade will be long duration bonds and bond proxies like utilities most likely. Oil is an inflation trade and we're now in recession/deflation. At best late cycle bounce but w/ visibility of a hard landing traders won't take a chance on stretched valuations"
X Link 2023-10-02T21:57Z [----] followers, [----] engagements

"Two of Nugget Capital's favourite ladies in Canada and @PTertzakian"
X Link 2023-10-03T23:45Z [----] followers, [---] engagements

"Still not closing our $BTE short. Downward momentum just staring as investor realize the inflation trade is done and their buyback program is INSANE given crazy high debt levels. Nobody is laughing at us now. Nugget Capital shorts are back in the money in a BIG way. We remain short even after the bloodbath as trapped longs run for the hills. $BTE.TO $BTE @BaytexEnergy Nobody is laughing at us now. Nugget Capital shorts are back in the money in a BIG way. We remain short even after the bloodbath as trapped longs run for the hills. $BTE.TO $BTE @BaytexEnergy"
X Link 2023-10-04T14:41Z [----] followers, [----] engagements

"Nugget Capital was also long natural gas with the legendary @Kevin_AGraham"
X Link 2023-10-04T14:49Z [----] followers, [----] engagements

"@CdnEngyAnalysis $BIR.TO about to cut divy. Probably why Tonken is leaving"
X Link 2023-10-04T21:32Z [----] followers, [---] engagements

"@rockcreekfreak @trend_bullish It's all about basis blowouts. $BIR.TO is selling 75% of its #natgas at Dawn pricing which is going to be absolutely bombed by the Rover/Nexus pipelines coming in from Marcellus. Plus high transpo costs and delayed capex into 2H while piling debt to pay distribution. Bro"
X Link 2023-10-05T02:09Z [----] followers, [----] engagements

"@BeegJj Aren't copper and oil both correlated trades - both will fare poorly in a recession and both outperform in expansion now we're in contraction. I certainly wouldn't want to hold copper. Oil being propped up by the Saudis w/ ESG waging a faltering war has a 'fighting chance.'"
X Link 2023-10-05T13:23Z [----] followers, [---] engagements

"@biancoresearch $DXY to capitulate once J-Pow is forced to end his rate hikes at the next fed meeting. Dump the USD and start buying gold and bonds Bianco"
X Link 2023-10-05T13:27Z [----] followers, [---] engagements

"Nugget Capital Partners has closed our $BTE $BTE.TO short this morning - will re-visit next week. We're not bullish but reversal momentum into the weekend isn't something we mess with. Plunging diesel cracks + gasoline cracks are very beairsh Have a good weekend ya'll"
X Link 2023-10-05T14:20Z [----] followers, [----] engagements

"Two gents often wrong but we love them both Jim can I get a photo with a Wall St legend Legendary Wall St funny man he replied. (Hes not that small and Im not that big lol) @SquawkStreet https://t.co/raNm1IRDP1 Jim can I get a photo with a Wall St legend Legendary Wall St funny man he replied. (Hes not that small and Im not that big lol) @SquawkStreet https://t.co/raNm1IRDP1"
X Link 2023-10-05T15:22Z [----] followers, [----] engagements

"@caracalla232 Bagtex junk billion dollar debt is all USD denominated as with interest. Did you know that sir. NCP team"
X Link 2023-10-05T18:31Z [----] followers, [--] engagements

"1- Watch E&P multiples 2- CAD is rangebound 3- they're tactical beta shorts 4- get news somewhere else than Eric Nuttall 5- Central banks likely will cut together"
X Link 2023-10-05T18:34Z [----] followers, [----] engagements

"Gurgen finally starting to "get it' with the aid of seasoned pro @WilliamLaceyYYC. There is no rerate coming. Black and white but creates epic short opportunities once every few months when Nutty bulls up the retail matadors"
X Link 2023-10-05T18:44Z [----] followers, [----] engagements

"@caracalla232 Yes those opportunity existed because they almost went bankrupt. Wait for cycle to wash out and do it again one year"
X Link 2023-10-05T18:49Z [----] followers, [--] engagements

"@caracalla232 We'll see about that. CAD is rangebound and doing okay. Central bankers all colude. My guess is USD weakens as job market rolls over and Jay Pow is forced to cut faster than he hiked"
X Link 2023-10-05T21:08Z [----] followers, [--] engagements

"Good read as always for anybody interested in oil. #OOTT https://t.co/3loYSjKE0L A few weeks ago I argued that the real enemy of the market was the geopolitical crude oil wrecking ball and not the potential government shutdown. History suggests that markets usually shrug shutdowns off as they come and go and in turn are always https://t.co/3loYSjKE0L A few weeks ago I argued that the real enemy of the market was the geopolitical crude oil wrecking ball and not the potential government shutdown. History suggests that markets usually shrug shutdowns off as they come and go and in turn are always"
X Link 2023-10-05T21:20Z [----] followers, [----] engagements

"@BarrySchwartzBW More likely Shell or Petronas in my opinion than Pioneer but I have seen stanger things"
X Link 2023-10-06T03:49Z [----] followers, [---] engagements

"Sorry but shouldn't we be using enterprise value $TVE.TO is not cheap on an ebitda/ev metric. Still haven't proved ability to re-pay debt. Now #COM is demanding they cut the dividend"
X Link 2023-10-06T15:12Z [----] followers, [----] engagements

"CC @WTIBull but you wished you own a little bit of $TPZ.TO than a lot of $RZE.V"
X Link 2023-10-06T15:17Z [----] followers, [----] engagements

"#TeamMarino at $TNZ.TO with a rash of buybacks. Making money and going green while the stock market burns. Nugget Capital is so proud to be a shareholder here and hold it in our alpha fund. @TenazEnergy"
X Link 2023-10-06T15:29Z [----] followers, [---] engagements

"@VanIsleInvestor We'll add after $TRP trims the distribution. Top of rate cycle or not. This dog is headed lower. "You can put lipstick on a pig but it is still a pig." Nugget Capital Partners founder in 1942"
X Link 2023-10-06T19:14Z [----] followers, [---] engagements

"@DeanSkiMan You guys never learn. Ouch"
X Link 2023-10-06T19:15Z [----] followers, [---] engagements

"@RealPeterLinder Okay Pete. She talk crazy talk. Never thought I would live to see the day Baytex was added to the legendary Peter Linder fund"
X Link 2023-10-06T19:19Z [----] followers, [----] engagements

"Conspiracy theory against @ericnutall #COM Full time employment has collapsed -692k over just the last [--] months. Last time this happened: [----] [----] This report was a ton of low paid low skilled holiday jobs. Full time employment has collapsed -692k over just the last [--] months. Last time this happened: [----] [----] This report was a ton of low paid low skilled holiday jobs"
X Link 2023-10-06T19:21Z [----] followers, [---] engagements

"Nugget Capital Partners white papers warned our readers this was a likely possible in our latest Substack which got "1 like." Now all-star #OPEC veteran journalist @summer_said confirms the bulls the wildest fears. #OOTT #COM #oilprice"
X Link 2023-10-06T23:57Z [----] followers, [---] engagements

"@JustinTrudeau @_BryanMay @TimLouisKitCon Every desi I know tells me they are voting for Polliviere. You are detested within the Canadian Indian community who loves to save money"
X Link 2023-10-07T00:00Z [----] followers, [---] engagements

"@VanIsleInvestor @trend_bullish @KobeissiLetter Don't agree. Palestine-Israel means little for oil markets"
X Link 2023-10-07T17:20Z [----] followers, [---] engagements

"More downside ahead as narrative becomes reality unfortunately. Demand will slow even more so if bonesaw keeps cutting and Russia restricts diesel exports"
X Link 2023-10-07T17:25Z [----] followers, [----] engagements

"@VanIsleInvestor @trend_bullish @KobeissiLetter Why would oil go up Is Hamas going to block the Suez Canal Hamas is a joke. Both them and Hezbollah can be destroyed in mass very quickly if disregarding civilian collateral as Hamas has done in Israel. Tit for tat. Egypt is pro Israel today. Oil bulls will be shocked here"
X Link 2023-10-07T17:32Z [----] followers, [---] engagements

"@Gugo907 Opec is on the side of Israel now and Hamas has no respect in the Gulf who perceives them as a threat to their own security. Egypt has signed a deal with Israel like Jordan both are US lackies"
X Link 2023-10-07T17:35Z [----] followers, [---] engagements

"@VanIsleInvestor @trend_bullish @KobeissiLetter Sure. It could spread to southern Lebanon and Syria where there is little to no oil. Iran are too cowardly to shoot from Tehran and instead use their proxies. Israel will end up carpet bombing Hamas and Hezbollah and it will be over faster than you think"
X Link 2023-10-07T17:37Z [----] followers, [---] engagements

"Oh oh. Barrons is saying it. You know what that means. Israel-Hamas War Endangers Oil Market's Hope for Saudi-Israeli Deal - Barrons https://t.co/A7QKD2TWmk Israel-Hamas War Endangers Oil Market's Hope for Saudi-Israeli Deal - Barrons https://t.co/A7QKD2TWmk"
X Link 2023-10-07T17:54Z [----] followers, [---] engagements

"@Ross__Hendricks If it rallies hard NCP will initiate an oil short. No dice. Bearish rate hikes. Bullish bonds. Bullish gold. Neutral oil. Bullish recession"
X Link 2023-10-08T20:59Z [----] followers, [---] engagements

"@MPelletierCIO We closed our oil stock shorts on Thurs but will redeploy if crude rallies hard on Monday. Like stealing candy from a baby. We're buying bond longs gold though"
X Link 2023-10-08T21:02Z [----] followers, [---] engagements

"Gap on low volume initial short covering followed by more profit taking throughout the London and New York open. This isnt a risk on event. Oil is not a buy here: gold and treasuries are"
X Link 2023-10-08T22:30Z [----] followers, [----] engagements

"@johnyboy1853 @BubleQe @VanIsleInvestor @StockTrades_CA Nope both Enbridge & Bell are going to permanently reduce their dividends in the coming year or two. Banks aren't risk-free here as the pain in the residential market is only starting to creep in. Lots of bagholding in bloated big city mortgages to come"
X Link 2023-10-09T01:47Z [----] followers, [---] engagements

"@Mackslann Risk off into $TLT $GDX and out of stocks. Great move"
X Link 2023-10-09T01:48Z [----] followers, [---] engagements

"POLL: The greatest rally ever to start in $TLT"
X Link 2023-10-09T01:49Z [----] followers, [----] engagements

"Nugget Capital Partners is adding both short and long duration bonds to our portfolio. We believe we may entering one of the greatest bond bull markets of all-time. Risk-off. Out of cyclical and into safety. $TLT #Bonds"
X Link 2023-10-09T02:07Z [----] followers, [----] engagements

"@johnyboy1853 @Nickaroo1987 @BubleQe @VanIsleInvestor @StockTrades_CA Telecoms are challenged and interest rates are skyhigh. $BCE is debt heavy. $ENB ponzi scam of preferred share issuances has run dry. Cheap debt is gone. Even when rates fall in the coming years they'll never revert to where they are. Enbridge won't get paper issued less than 9%"
X Link 2023-10-09T02:49Z [----] followers, [---] engagements

"@BDEPardell Glad to hear we're adding duration with the smart money at Pardell LP"
X Link 2023-10-09T02:53Z [----] followers, [---] engagements

"@johnyboy1853 @Nickaroo1987 @BubleQe @VanIsleInvestor @StockTrades_CA Why would I short it There is no catalyst in the near-term and it's near a cyclical low which makes it probe to buying pressure due to large yield and visible 'allure.' I'm just sayin' I certainly wouldn't long it and believe they'll reduce their dividend & when they do -30% min"
X Link 2023-10-09T04:58Z [----] followers, [---] engagements

"@thebobbynugget @BB19043 Some of the best work on all of Twitter but @BB19043 breaks a lot of hearts of #COM. If they listen they might have a broken heart but a lot more $$$. Keep up the good work"
X Link 2023-10-09T05:27Z [----] followers, [--] engagements

"@BrianMe74224124 @Gugo907 I dont and never had a service dude. Please report anybody using the NCP trademark to peddle subscription off our excellent reputation. Thank you kindly"
X Link 2023-10-09T10:42Z [----] followers, [--] engagements

"Funny. We are not oil bears but yes in the short term our camp expects the price of black gold to fall due to plunging gasoline cracks overstated geopolitical fears and a titanic of spare capacity"
X Link 2023-10-09T10:44Z [----] followers, [----] engagements

"Remember friends @thebobbynugget tried to warn you #OOTT"
X Link 2023-10-09T21:47Z [----] followers, [----] engagements

"Looks like the start of a rally into treasury bonds as Nugget Capital predicted yesterday. If you don't buy bonds now you will regret it later. Stocks are dead money until bond yields drop. Gold up dollar down Kaoboy thesis going debunk"
X Link 2023-10-10T00:38Z [----] followers, [----] engagements

"Agree. And Canadian bond bears think that the Bank of Canada will be forced to cut while Powell stays hawkish which is also a big mistake as it is clear: the US economy is rapidly weakening particularly the job market where full-time employment has plunged"
X Link 2023-10-10T05:39Z [----] followers, [----] engagements

"@GregSheaWorkBee Wages fell per last job report. You think they'll start spiking again"
X Link 2023-10-10T18:58Z [----] followers, [--] engagements

"@Gugo907 Smart money isn't adding today. A nice day to use retail surge on war news to sell oil stocks"
X Link 2023-10-10T19:13Z [----] followers, [---] engagements

"@trend_bullish Where is the roaring inflation More like deflation"
X Link 2023-10-10T19:16Z [----] followers, [---] engagements

"Does listening to an untempered oil bull who happens to be a pureplay thematic fund manager of an oil long fund really settle your uncertainty Eric Nuttall is a broken record with all due respect regarding his unwavering bullishness catering to a 100% retail base"
X Link 2023-10-11T00:35Z [----] followers, [----] engagements

"@MPelletierCIO And Tamarack Valley investors"
X Link 2023-10-11T01:46Z [----] followers, [---] engagements

"Great write-up from @CharlesMarleau2 at Palos Asset Management who argues that #inflation is being tamed and yields likely to fall as bonds start catching a bid. He's buying dividend stocks yielding over 5% such as banks Utes and #REITs"
X Link 2023-10-11T11:42Z [----] followers, [----] engagements

"Nugget Capital Partners tried to warn the oil bulls it was over for a while and got laughed at. Oh well. Let me tell you friends: plunging gasoline cracks and OPEC cuts are both not bullish events. H/T @thebobbynugget #OOTT"
X Link 2023-10-11T21:15Z [----] followers, [----] engagements

"@SteveWps @melaniejoly Too bad she is dating Trudeau because she sure is 😍😍"
X Link 2023-10-11T21:16Z [----] followers, [---] engagements

"@MPelletierCIO Rather sell oil to buy gold stocks as part of the real pivot trade. Seems big tech does well in all parts of the cycle"
X Link 2023-10-12T00:42Z [----] followers, [---] engagements

"High rates and cheap gasoline is at least not good for renewable stocks. That being said it isn't bullish for oil equities either in the near term"
X Link 2023-10-12T00:43Z [----] followers, [----] engagements

"@TreverPL @MPelletierCIO Agree - decoupled for now. I am 'impressed' by the lower volatility in some E&P's. That said I would have personally used the latest geopolitical bounce as a selling opportunity as it isn't bullish at all. More downside ahead in my view. Bulls will be disappointed in Q3s"
X Link 2023-10-12T04:54Z [----] followers, [--] engagements

"Notice bulls only blame import/export timing on build days - it also could be said of draws. Unfortunately for oil bulls the quick spike in gasoline inventories is nothing to do with imports/exports much. Expect diesel imports from Russia Kuwait & India to USA soon #OOTT"
X Link 2023-10-12T04:55Z [----] followers, [----] engagements

"@ValueNotDeadYet The permabull blocked NCP. We challenged his camp and he melted like a snowman in the Saudi desert. Funny he has the audacity to call out the legend Ed Morse who probably avoided it out of compassion"
X Link 2023-10-13T02:19Z [----] followers, [---] engagements

"@VanIsleInvestor The good names already rerated. Generalists are not going to bid up nonsense like $BTE $ATH $TVE or junk like $SGY. Gone are the teachers union. Jig is up on short cycle. Oilsands and offshore make money. Not much else"
X Link 2023-10-13T02:20Z [----] followers, [---] engagements

"@ValueNotDeadYet Just having fun. I get insulted every day on here and laugh"
X Link 2023-10-13T02:33Z [----] followers, [---] engagements

"How many reverse splits splits M&A of their buddy's oil co has $SGY.TO's Colbourne done in the past decade. Mini Saxberg. Old boys club"
X Link 2023-10-13T18:25Z [----] followers, [----] engagements

"We closed pur shorts last Thursday as noted on Twitter. Have been layering in puts on $BTE.TO and adding shorts on a few others (Athabasca Oil and Baytex). Looks like Ninepoint is adding $TVE.TO (RBC buyer) so wait until we know Arc is selling to short there"
X Link 2023-10-13T18:27Z [----] followers, [----] engagements

"Josef Schachter calls for $147 oil. #OOTT #COM @thebobbynugget Our long term optimism on the sector is due to our view that in 2H/24 WTI will exceed US$100/b as demand rises and exceeds supplies. Before the end of this decade we expect WTI prices will exceed the high in [----] of US$147.27/b. Our long term optimism on the sector is due to our view that in 2H/24 WTI will exceed US$100/b as demand rises and exceeds supplies. Before the end of this decade we expect WTI prices will exceed the high in [----] of US$147.27/b"
X Link 2023-10-13T23:23Z [----] followers, [----] engagements

"This is why we layered in shorts today on a few high beta name. Disappoint will transpire and those who boght this weeks on hopes of escalation likely bail fast. One of the most obvious short opportunities I've ever seen. #oott"
X Link 2023-10-13T23:57Z [----] followers, [----] engagements

"@BubleQe It's a good opportunity. The distress is mostly confined to office and out of office not all office but lower tier office and certain underperforming markets. Rising rates is unfavorable to the space but I can only think of one that is might be at existential risk"
X Link 2023-10-14T00:16Z [----] followers, [---] engagements

"If it hits $4 we'll likely start shorting it. Would like to see Eric talk it up a bit giving Arc Financial some ammunition which will lead to another large block of overhang. Watching but not involved ATM $TVE.TO"
X Link 2023-10-14T00:17Z [----] followers, [----] engagements

"Used my #carbontax rebate to sign up to @ezralevant at The Rebel News for a year. #ClimateAction #climatescam"
X Link 2023-10-14T01:55Z [----] followers, [----] engagements

"Unfortunately for the bulls the Iranian oil rebound is playing out exactly like @thebobbynugget projected last year as production is now ramped up at all-time high. Joe Biden chose this over #KeystoneXL despite their significant human rights abuses & nuclear aspirations #OOTT"
X Link 2023-10-14T13:57Z [----] followers, [----] engagements

"@ysteve747 This is your faceless clue 😁 Celebrating a green day"
X Link 2023-10-14T14:02Z [----] followers, [---] engagements

"See how our oil shorts go next week. Usually I close into the weekend but the rally into Friday on the ridiculous and baseless crude jump was too good of an opportunity to pass up. Nothing bullish about it. #OOTT #NuggetCapitalPartners"
X Link 2023-10-14T14:06Z [----] followers, [----] engagements

"@taobanker @thebobbynugget Yes just a handful. Names like $ROK.V $RBY.TO $SOIL.TO come to mind"
X Link 2023-10-14T16:59Z [----] followers, [---] engagements

"Wake us up when @khamenei_ir speaks from Tehran instead of being a coward and using faraway proxy states like Hezbollah in Lebanon. This just ensures the oil flows will continue. Iran likes to spread their Khomeinism/corruption/influence over wars they know they can't win. #OOTT"
X Link 2023-10-14T17:02Z [----] followers, [----] engagements

"@RealPeterLinder That story was already debunked as fake news. Hence why we are short into Monday's open"
X Link 2023-10-14T17:03Z [----] followers, [---] engagements

"Rafi Tahmazian knows it's time to get out of oil and enter #natgas which is on par with the consensus at Nugget Capital Partners. Smart move by Canoe Canoe Energy Fund - Top Ten Holdings and Changes for September [----] New in top 10: $RRC (+30%) Added: $SES.TO (+38%) $PSK.TO (+12%) $CR $TOU.TO Held: $ARX.TO Decreased: $MEG.TO (-20%) $TCW.TO (-10%) $HWX.TO $POU.TO Out of top 10: $CVE.TO #COM #OOTT https://t.co/ILxwrnfbCL Canoe Energy Fund - Top Ten Holdings and Changes for September [----] New in top 10: $RRC (+30%) Added: $SES.TO (+38%) $PSK.TO (+12%) $CR $TOU.TO Held: $ARX.TO Decreased: $MEG.TO"
X Link 2023-10-14T17:06Z [----] followers, [----] engagements

"@garquake @Energy_Tidbits Reversion to the mean = poof"
X Link 2023-10-14T17:55Z [----] followers, [---] engagements

"@WTIBull @Gugo907 Never been there but eat at Armenian-Syrian/Lebanese places often. Love the Aleppo nich but didn't know they ate processed nitrate-rich meats"
X Link 2023-10-14T18:48Z [----] followers, [---] engagements

"@Sarahnomadlady Never fully understood how trans rights activism Covid is not over crowd and Palestine go together. Frankly neither Israeli Orthodox or Palestinian Sunni Muslims would be very kind to these lefties"
X Link 2023-10-15T13:25Z [----] followers, [---] engagements

"Good to here @PauloMacro is in NCP's "bond long" camp. Time to add duration $TLT #bonds $GDX"
X Link 2023-10-15T13:28Z [----] followers, [----] engagements

"@BDEPardell @CouldBeMistaken I don't disagree but think most of it is priced in. Very little remaining regulatory uncertainty. Markets typically look 9-12 months ahead"
X Link 2023-10-15T14:01Z [----] followers, [---] engagements

"@JustinTrudeau Bro you shut everybody down and gave the keys to Costco during your lockdown small business campaign. @CFIB"
X Link 2023-10-15T14:02Z [----] followers, [---] engagements

"If you bought oil over this you will get absolutely charred. Buy gold bonds duration treasuries not oil"
X Link 2023-10-15T16:01Z [----] followers, [----] engagements

"@StealthQE4 Will be out of work soon if they don't. Tell them to sit their rears on the bus. No parking costs"
X Link 2023-10-15T16:09Z [----] followers, [---] engagements

"@CouldBeMistaken @BDEPardell $BTE $ATH.TO for Monday. If crude rallies here Ill short that too"
X Link 2023-10-15T19:59Z [----] followers, [---] engagements

"Gulf Arabs are well protected US proxies. If they were so in love with Palestine I can assure you that multiple generations of stateless people wouldn't be continue to be born in refugee camps under total misery without even ID cards"
X Link 2023-10-15T20:01Z [----] followers, [----] engagements

"@modernman174466 @RealPeterLinder No joke. I shorted $BTE & $ATH.TO on Friday. Never felt more confident in my life on an oil short. The comparisons to [----] are the most ridiculous thing I've ever seen people buy oil over"
X Link 2023-10-15T22:45Z [----] followers, [----] engagements

"@gr8expect8ions Qatar are Bedouins. Living in tents into the 60s. Defenseless people w/ the richest gas reserves in the world and tons of oil. Biggest threats to Mideast have been other Arabs but yes Iran is also a threat - as are Islamist movements. USA has world's largest offshore base there"
X Link 2023-10-15T22:47Z [----] followers, [---] engagements

"@BarrySchwartzBW They're all running out of inventory Barry. $TOU with a ridiculous claim of [--] years in their deck yet they keep doing M&A. Same old. NCP"
X Link 2023-10-16T13:06Z [----] followers, 15.7K engagements

"@WTIBull Everything is accretive bro. Understand that"
X Link 2023-10-16T14:08Z [----] followers, [---] engagements

"You looked too early - $BTE is red again as projected by NCP & @thebobbynugget. Regardless I am not closing my shorts as I anticipate the entire "war premium" move to evaporate as retail tourists come to grasp that there will be no oil interrupting escalation. #OOTT"
X Link 2023-10-16T19:55Z [----] followers, [----] engagements

".@ea_amrita said that nobody wanted to be short oil into the weekend - she obviously didn't know about Nugget Capital Partners who openly disclosed our valid short position into the weekend as geopolitical fears were absolutely mystic and delusional. We are still short $USO #OOTT"
X Link 2023-10-16T19:57Z [----] followers, [----] engagements

"Great read from Palos Asset Management's @CharlesMarleau2 on recent bond yield comments from the fed indicating hike cycle likely over. Always a favourite weekly read for the NCP team. $TLT $TNX $GDX"
X Link 2023-10-16T19:59Z [----] followers, [----] engagements

"I am looking for a full retraction of the "geopolitical risk" move as tourist investors conclude there will be no impeding of oil flows even more to their dismay: Biden is now working hard to ramp up in Venezuela which is a key Iranian ally. #OOTT $BTE $BTE.TO"
X Link 2023-10-17T02:10Z [----] followers, [----] engagements

"@Rider8910 @ea_amrita We are not and never were in the Kao Boy camp. He's lost. And really I am not that bearish oil but a $5 move down in oil will result in a 20% move down in Baytex and Athabasca Oil. Hence the short positioning on our part for a beta move lower"
X Link 2023-10-17T02:12Z [----] followers, [---] engagements

"This tyrant shut down Canadian small businesses for two years while allowing large "global citizen-like" corporate entities to remain open. Forcing them to pile on debt while claiming interest rates would remain low before hiking at the fastest rate in history. @CFIB #cdnpoli"
X Link 2023-10-17T16:51Z [----] followers, [----] engagements

"@Kevin_AGraham Equity is more pricy than debt. Why isn't Peyto buying back shares"
X Link 2023-10-18T00:06Z [----] followers, [---] engagements

"@PeggyBevClare Not a single one in our firm took this and funny none of us missed a single day of work in multiple years despite crossing hairs with thousands of people in our densely packed downtown Calgary office building. That includes the two back office ladies who smoke like chiminies"
X Link 2023-10-18T09:32Z [----] followers, [---] engagements

"Barely green on a big green day what do you think happens to oil stocks at cyclical highs on a red day Kaboom. H/T @thebobbynugget"
X Link 2023-10-19T00:32Z [----] followers, [----] engagements

"@RealPeterLinder Oil stocks are an expansion/inflationary trade. Macro theme shifting to recession/contraction poses a headwind for energy inflows. We're late into the cycle in the view of NCP. Will be a barrier to funds flow leaving small retail traders to bid up exiting institutional $"
X Link 2023-10-19T00:39Z [----] followers, [---] engagements

"@BeegJj We are short $ATH.TO. It is the second most expensive / overvalued name in North American energy. Investors will be quite shocked when they see the low FCF. Debt funded buybacks (which aren't making a dent) rising condensate prices w/ widening WCS again. Downside ahead"
X Link 2023-10-19T03:55Z [----] followers, [----] engagements

"Triple top rejection on $BTE.TO @BaytexEnergy - More debt - More shares outstanding - High interest - Diluted acreage w/ Eagle Ford acquisition - Large shareholder exiting (Juniper) - Debt funded buybacks"
X Link 2023-10-19T03:59Z [----] followers, [----] engagements

"@taobanker .@MasBest2point0 loves $PYPL. Or at least he used to. I used to as well when Ebay forced us to use them but it seems these services are now a dime a dozen. Would love to hear the bull case"
X Link 2023-10-19T04:01Z [----] followers, [---] engagements

"Good call by @thebobbynugget who predicted that $TVE.TO would get nowhere close to $200M on the asset sale. At $17k a flowing barrel it's one of the worst prices received I've seen in Canadian energy. Looking to add to initiate a short position on any dead cat bounce here"
X Link 2023-10-20T02:27Z [----] followers, 22.4K engagements

"Funny to see the troll comments questioning the wisdom at NCP but in short order: no we did not close our shorts. We layered in another tranche today. $CNQ $SU $XLE down & $XEG barely up yet $TVE & $BTE to the moon This is a dumb money retail move. Institutions are selling. Triple top rejection on $BTE.TO @BaytexEnergy - More debt - More shares outstanding - High interest - Diluted acreage w/ Eagle Ford acquisition - Large shareholder exiting (Juniper) - Debt funded buybacks Triple top rejection on $BTE.TO @BaytexEnergy - More debt - More shares outstanding - High interest - Diluted acreage"
X Link 2023-10-20T02:29Z [----] followers, [----] engagements

"Normally we cover into the weekend but for the second straight week we will maintain our shorts as bearish momentum is picking up as the breadth of the market is exceptionally poor. We expect a rotation into recession names into Q4/Q1. Inflation trade is dead. #OOTT #COM"
X Link 2023-10-20T17:22Z [----] followers, [----] engagements

"Record #natgas production. This ship isn't stopping. American shale continues to flood the market and now the Montney E&P's are joining them. Uninvestable #OOTT #COM"
X Link 2023-10-20T17:23Z [----] followers, 10.7K engagements

"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" 😬"
X Link 2023-10-20T17:28Z [----] followers, [----] engagements

"@Gugo907 It will get worse Gurgen. Energy is not the go-to recession trade. We're done with inflation"
X Link 2023-10-20T20:05Z [----] followers, [----] engagements

"@BB19043 Fed already broke some of it. We are going to where the puck is going not where it's been. Rates coming down and inflation is toast. Deflation a risk but some asset classes will outperform others. Doubt it's energy"
X Link 2023-10-20T20:06Z [----] followers, [---] engagements

"@Gugo907 Still old enough to remember the $180 #COM price targets. Ouchy ouch ouch ouuuch. $VET.TO"
X Link 2023-10-20T20:07Z [----] followers, [---] engagements

"@GreyHairOpsGuy @Ross__Hendricks @Gugo907 @RealPeterLinder ROTFLMAO. Actually we at NCP are feeling extremely comfortable with our shorts and looking forward to Monday. Expecting $USO to get torched and equities will ensue. The "geopolitical" move is a joke and bulls will unfortunately be reeling (as usual)"
X Link 2023-10-21T20:35Z [----] followers, [---] engagements

""No news is bad news" goes the saying for $USO $XLE as all is quiet on the geopolitical front as the Biden admin works to difuse tensions. Heard from a good source they are working with Iran to make sure their oil stays on the market if they keep Hezbollah out of the war #OOTT"
X Link 2023-10-21T20:40Z [----] followers, [----] engagements

"@RealPeterLinder @GreyHairOpsGuy @Ross__Hendricks @Gugo907 Even if this happens I see it more helpful for treasuries and gold not oil but we'll see. if oil rallies any further from here I will consider upping my short position to an all-time high. $USO"
X Link 2023-10-21T20:44Z [----] followers, [---] engagements

"Funny yet preposterous. Venezuela is a proxy of the Iranian government as they have a valid exchange for Iran's condensate (diluent) where the oil supply is 100% owned and operated by the Iranian Revolutionary Guards - a military wing of Ayatollah Khamenei. Watch #OOTT #COM"
X Link 2023-10-21T22:19Z [----] followers, [----] engagements

"@RealPeterLinder Just showing that USA is willing to overlook the Iranian oil supply to benefit Biden politically. Even though they know Iran is funding Hezbollah and Hamas cheap political benefits will let them leverage this conflcit at any cost to keep the peace"
X Link 2023-10-21T22:27Z [----] followers, [---] engagements

"The man in the blue shirt reminds me of @thebobbynugget who just can't be stopped despite all the aggressors on Twitter who take issue when Nugget Capital Partners debunks their delusional thesis. The song in the background is by @2PAC "Me Against The World." #COM #COMlife"
X Link 2023-10-22T16:08Z [----] followers, [----] engagements

"Like Barry's partner @DavidBaskinBWM and @CharlesMarleau2 at Palos Nugget Capital Partners is buying bonds and adding duration. With these two in unison I feel very good about our investment decisions"
X Link 2023-10-22T16:11Z [----] followers, [----] engagements

"China is sending warships to the Mideast to prop up Iranian barrels. This is NOT bullish oil. #OOTT"
X Link 2023-10-22T16:15Z [----] followers, [----] engagements

"The moment we at Nugget Capital Partners are waiting for. $TLT $GDX πŸ”₯πŸš€and $DXY 🚽"
X Link 2023-10-22T23:50Z [----] followers, [----] engagements

"@Gugo907 The pain is just starting in $TVE. They have a ton of debt and still misguided identity. With their latest disposition they will even have less production on a boe basis than before. Anybody eager for capital returns is going to be in for a 'ruthless' awakening"
X Link 2023-10-23T14:41Z [----] followers, [---] engagements

"As projected by Nugget Capital Partners. Greatest bond rally of all-time to come $TLT #bonds"
X Link 2023-10-23T14:44Z [----] followers, [----] engagements

"@PSworldwide13 $MEG will be acquired by $SU. Mark my words"
X Link 2023-10-23T14:49Z [----] followers, [---] engagements

"Perhaps the real worry on $TVE should not be the Arc overhang but why Arc wants out so badly Just a thought from your least favourite oil think tank at Nugget Capital Partners"
X Link 2023-10-23T14:55Z [----] followers, [----] engagements

"Israel-Gaza war is ongoing. Hezbollah are actually ideologically opposed to Hamas (Sunni-Shia thing); ='s Khamenei wont' die for Palestinians. IRG's need the revenue & would never close Hormuz. Meanwhile Biden overlooked & crude sanctions now Venezuela. Where disruptions"
X Link 2023-10-23T23:00Z [----] followers, [----] engagements

"Good luck with #inflation narratives 🚽πŸͺ "
X Link 2023-10-24T09:12Z [----] followers, [----] engagements

"Shout out to @thebobbynugget who tried to warn 'em. CC @AssetTraveller @Gugo907 $TVE.TO 😬"
X Link 2023-10-24T15:46Z [----] followers, [----] engagements

"Getting closer to covering our $USO short but not there yet I think it should pullback a bit more. Looking for WTI in the $78-79 range and we'll get it. The geopolitical risk must fade completely - no justification for it even if there was peace talks ongoing in Israel #OOTT"
X Link 2023-10-24T15:51Z [----] followers, [----] engagements

"Again disagree. Oil bulls had everything you could dream about thrown at them: Russia-Ukraine sanctions on Russia Houthi attack on Aramco multiple OPEC cuts Ceyhan pipeline outage falling rig & frac count & still only $80 oil into a significantly faltering macro #OOTT $USO"
X Link 2023-10-24T22:08Z [----] followers, [----] engagements

"@mindgamer024 Cenovus maybe. None of the others will work out"
X Link 2023-10-24T22:45Z [----] followers, [--] engagements

"@mindgamer024 $CPG with a super high decline rate now in an unproven part of the Duvernay. $WCP might work out but I'd rather by on the upcoming pullback which is likely going to be significant. Execution risk on the XTO acquisition outstanding"
X Link 2023-10-24T22:47Z [----] followers, [---] engagements

"@WTIBull The re-rate is right around the corner. Just some overhang from Arc who desperately want to sell their final tranche of shares. $TVE is off to the races once they unload. Like Santa Claus coming down a chimney for embattled longs"
X Link 2023-10-24T22:52Z [----] followers, [---] engagements

"@gr8expect8ions Deteriorating macro is not good for equities. You have no incremental buyer in the E&P space. You will trade within a certain multiple range and E&P imho is in the upper tier of that range which poses significantly risk. The re-rate is coming just not how the bulls want"
X Link 2023-10-24T23:44Z [----] followers, [--] engagements

"In-house Nugget Capital price targets (Oct. 2023) $ROK.V $0.60 $TNZ.TO $5.50 $CR.TO $6.50 $TVE.TO $3.00 $BTE.TO $4.75 $ATH.TO $2.75 $VET.TO $16.00 $WCP.TO $10.00 $CPG.TO $10.25 $JOY.TO $6.00 $RBY.TO $3.50 $CVE $30.25 $TOU.TO $60 CC @geronimo1234"
X Link 2023-10-26T04:32Z [----] followers, 20.1K engagements

"@BubleQe @AssetTraveller Thanks. We love your posts too. The entire team"
X Link 2023-10-26T04:53Z [----] followers, [---] engagements

"Beware #natgas bulls. LNG about to become an oversupplied market as Qataris are going to ramp up production to smoke US #shale gas. Oversupply coming like in 2017/18/19 when JKM = NYMEX plus transportation from Louisiana"
X Link 2023-10-26T07:01Z [----] followers, [----] engagements

"@EnergyInvest0r How is that good Capex is $475 million"
X Link 2023-10-26T12:21Z [----] followers, [---] engagements

"@VanIsleInvestor @ericnuttall Morse would tear him a new one (metaphorically speaking of course). Didn't want to embarrass the young pup. Oh and btw Eric Nuttall blocked us as he also is not willing or able to confront our bearish fundamental driven actionable points of view"
X Link 2023-10-27T03:23Z [----] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:


Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:


Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:


Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:


Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing