# ![@Sportellosprea1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1531132510200942594.png) @Sportellosprea1 Sportello_spreadsheets

Sportello_spreadsheets posts on X about $apun, debt, $gfl, $bg the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1531132510200942594/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531132510200942594/c:line/m:interactions.svg)

- [--] Week [-----] +1,597%
- [--] Month [-----] +280%
- [--] Months [------] -53%
- [--] Year [-------] -41%

### Mentions: [--] [#](/creator/twitter::1531132510200942594/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531132510200942594/c:line/m:posts_active.svg)

- [--] Month [--] -29%
- [--] Months [---] -38%
- [--] Year [---] -49%

### Followers: [-------] [#](/creator/twitter::1531132510200942594/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531132510200942594/c:line/m:followers.svg)

- [--] Week [---] +0.77%
- [--] Month [---] +0.90%
- [--] Months [---] +5.20%
- [--] Year [---] +29%

### CreatorRank: [---------] [#](/creator/twitter::1531132510200942594/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1531132510200942594/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [gaming](/list/gaming)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [nhl](/list/nhl) 

**Social topic influence**
[$apun](/topic/$apun), [debt](/topic/debt), [$gfl](/topic/$gfl), [$bg](/topic/$bg), [$step](/topic/$step), [reit](/topic/reit), [$hrun](/topic/$hrun), [toronto](/topic/toronto), [$tcw](/topic/$tcw), [$cnq](/topic/$cnq)

**Top accounts mentioned or mentioned by**
[@alphafortuna10](/creator/undefined) [@tsxman](/creator/undefined) [@savaninvestor](/creator/undefined) [@onlystonksss](/creator/undefined) [@nuggetcapital](/creator/undefined) [@bubleqe](/creator/undefined) [@teddygambino](/creator/undefined) [@xlancebryantx](/creator/undefined) [@pythiar](/creator/undefined) [@robertclayson3](/creator/undefined) [@umbrielcap](/creator/undefined) [@jaredcohenmc](/creator/undefined) [@compoundpapi](/creator/undefined) [@rytetz29](/creator/undefined) [@chrisinmontreal](/creator/undefined) [@wsbredditor](/creator/undefined) [@brownmarubozu](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@deepvalueco](/creator/undefined) [@premiamgmt](/creator/undefined)

**Top assets mentioned**
[GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Bunge, Ltd. (BG)](/topic/$bg) [Step Finance (STEP)](/topic/$step) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Novo-Nordisk (NVO)](/topic/$nvo) [TC Energy Corporation (TRP)](/topic/$trp) [Brookfield Corporation (BN)](/topic/$bn) [Accelerant Holdings (ARX)](/topic/$arx) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Canadian Pacific Railway (CP)](/topic/$cp) [Canadian National Railway (CNI)](/topic/$cni) [Suncor Energy, Inc. (SU)](/topic/$su) [Enbridge, Inc (ENB)](/topic/$enb) [Dreamcoin (DRM)](/topic/$drm) [Royal Bank of Canada (RY)](/topic/$ry) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [AS Roma Fan Token (ASR)](/topic/$asr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Autozone Inc (AZO)](/topic/$azo) [APi Group Corporation (APG)](/topic/$apg) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Shopify Inc (SHOP)](/topic/$shop) [Msci Inc (MSCI)](/topic/$msci) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [VeChain (VET)](/topic/$vet) [Nova Minerals Limited (NVA)](/topic/$nva) [The Toronto-Dominion Bank (TD)](/topic/$td) [America Party (AP)](/topic/$ap) [Scroll (SCR)](/topic/$scr) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Stantec, Inc. (STN)](/topic/$stn) [Veren Inc. (VRN)](/topic/$vrn) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"-Getting gassier as HHRS + Gold Creek complex grows but Karr/Gold Creek still in oil window -notice wording on SK not core. Like North Dakota Id expect some of SK to get sold off (anything not a focus of the $200M water flood). $CPG"  
[X Link](https://x.com/Sportellosprea1/status/1721659993546711224)  2023-11-06T22:45Z [---] followers, [---] engagements


"From $HHRS sept [----] presentation could probably get this $CVE land eventually (wembley deal in 11-2021)"  
[X Link](https://x.com/Sportellosprea1/status/1721661850075697407)  2023-11-06T22:52Z [---] followers, [---] engagements


"$PHX.TO 🕵🏻♂ 💨 -ample FCF for existing divvy throughout [----] love the patient approach vs just throwing $15+ a Q in div when gas was in dumps -Buy backs have been strategic -balance sheet gives flexibility to ROC capex md&a deals if available -DRIPing 💧"  
[X Link](https://x.com/Sportellosprea1/status/1722029972766814597)  2023-11-07T23:15Z [---] followers, [---] engagements


"@CheeseForumHead I agree. [----] and [----] saw a combined $60MM growth capex which does require liquidity buffer if funding from CFO and often front loading growth capex in calendar year. PHX also pretty debt adverse a private PE backed group would probably optimize w/ more debt respectively"  
[X Link](https://x.com/Sportellosprea1/status/1726291996862816524)  2023-11-19T17:30Z [---] followers, [--] engagements


"@PythiaR Thoughts on the ADW letter regarding strategic review I feel like Dovigi and BC partners can still just stay course but still interesting. I just bought $WCN and am interested"  
[X Link](https://x.com/Sportellosprea1/status/1729540400640385455)  2023-11-28T16:38Z [---] followers, [---] engagements


"Full disclosure (for like [---] total audience 😂) Im out of $PHX after the incredible post Oct 31st div related jump. Still cheap & think dividend gives some support but it got beat up during gas fears earlier this year in June. Will revisit in early Jan Long: $TCW $STEP"  
[X Link](https://x.com/Sportellosprea1/status/1729621255291339235)  2023-11-28T22:00Z [---] followers, [---] engagements


"Spotted the CEO of $TOU getting his own coffee today on my rush to work in +15. Did some mental math on that 😂 Good enough omen for me 🫡 #COM #GOAT"  
[X Link](https://x.com/Sportellosprea1/status/1732540313531728280)  2023-12-06T23:19Z [---] followers, [---] engagements


"You bought the dip at $69 right Anon $SU $STEP"  
[X Link](https://x.com/Sportellosprea1/status/1733143435413172555)  2023-12-08T15:16Z [---] followers, [--] engagements


"@BubleQe @CobraKaiSeries Even tacking on land costs the gold standard for sub 50kboe/d Development/m&a should be attachie. Minus one nearby name (Crew) do the BC exploreco/AB pure names compete on capital efficiency 🤨"  
[X Link](https://x.com/Sportellosprea1/status/1733262980689916331)  2023-12-08T23:11Z [---] followers, [--] engagements


"@BubleQe @CobraKaiSeries Bang on. Ill emphasize by exploreco I mean the non majors $cei $lgn who still need to build out infra. Then $BIR $AAV. I dont see big institutional $ going that deep down bench. Need the scale 🦾"  
[X Link](https://x.com/Sportellosprea1/status/1733270424098926920)  2023-12-08T23:40Z [---] followers, [---] engagements


"$WCN Waste Connections is buyer of disposed $SES.TO tervita assets. theyve got energy waste exp. in Texas already. [--] treatment recovery and disposal facilities; six landfills; four saltwater disposal injection wells; [--] disposal caverns. secure likely only major alternative"  
[X Link](https://x.com/Sportellosprea1/status/1734277847316062633)  2023-12-11T18:23Z [---] followers, [---] engagements


"@SA_VanInvestor $step unfortunately takes the down moves with gas but not the up moves with oil"  
[X Link](https://x.com/Sportellosprea1/status/1734375750533566632)  2023-12-12T00:52Z [---] followers, [--] engagements


"$AP.TO Dont pull out the chart 😂 🤫 Was just moving with the 5-year but starting to break out (right before my DRIP smh). Still doesnt mean to dumpster dive office (empty class B). Is Samir going to somehow screw $AX pref Im looking but too much reit within a reit"  
[X Link](https://x.com/Sportellosprea1/status/1735016085488058556)  2023-12-13T19:17Z [---] followers, [---] engagements


"@BOEReport @BubleQe [--------] Subscription Receipts at a price of $42.85 per Subscription Receipt for total gross proceeds of approximately $1.1 billion Decent use of paper"  
[X Link](https://x.com/Sportellosprea1/status/1735078405534826971)  2023-12-13T23:25Z [---] followers, [--] engagements


"@BubleQe @BOEReport $PPL pretty responsive on the ncib and funds most of new growth through operations. Consider 100% owner & operation of cross border alliance a big win to get big after $IPL white knight attempt. Good catalyst then LNG 👍🏻 I own $enb directly $ppl indirect through fam"  
[X Link](https://x.com/Sportellosprea1/status/1735083802333241617)  2023-12-13T23:46Z [---] followers, [---] engagements


"$STEP.TO In light of the NCIB announcement Ive been pondering a contrarian approach: ARC just LBOs the public float for a modest prem. and let @SGlanvilleSTEP grow the assets/CF without quarterly viewpoint 1/x #ofs"  
[X Link](https://x.com/Sportellosprea1/status/1735768824148808110)  2023-12-15T21:08Z [---] followers, [---] engagements


"Now hear me out. buyback was great move to clip up shares here below $4.50-$5. But with such a small float eventually will reach a point where selling exhaust (LT retail like me). Then what If market truly doesnt wake up lever up to 4-5x ebitda 2/3 $step"  
[X Link](https://x.com/Sportellosprea1/status/1735770187000095007)  2023-12-15T21:13Z [---] followers, [---] engagements


"Obviously as a lil retail guy Id like to be in on that upside & ARC is probably too respectable an org for that stuff etc. but $step is too cheap. Hard to exit the company at $10 when mkt has such a shit value. If it was up to me Id go private 🤫 $step $cfw $tcw $lbrt $acdc"  
[X Link](https://x.com/Sportellosprea1/status/1735771402370777595)  2023-12-15T21:18Z [---] followers, [---] engagements


"@TeddyGambino Im with you 100% and got the 2nd pop on $Phx. I just dont see that kind of jump but would be in favour"  
[X Link](https://x.com/Sportellosprea1/status/1736834204124819748)  2023-12-18T19:41Z [---] followers, [--] engagements


"@BubleQe My [--] 🪙 on DRIP is great for small investors/positions to grow without commissions & passive tool for buy-at-any-price positions (non cyclical div growers aristocrats). For big $ meh -I collect and redeploy the two above specials Energy div/growth ($ARX) positions drip"  
[X Link](https://x.com/Sportellosprea1/status/1738441832647057816)  2023-12-23T06:10Z [---] followers, [---] engagements


"@BOEReport Doesnt even sound like a straw buyer situation lol $VET"  
[X Link](https://x.com/Sportellosprea1/status/1740140001273528749)  2023-12-27T22:38Z [---] followers, [---] engagements


"$step.to more fillings yesterday nice ownership plan buys from CFO and Gen. Counsel. This one caught my eye on S. Glanvilles option exercise and sales. Am I crazy that the redemption means $step effectively bought back some of the shares (Yellow highlight) #ofs"  
[X Link](https://x.com/Sportellosprea1/status/1742961907265593393)  2024-01-04T17:31Z [---] followers, [---] engagements


"$FRU.TO Freehold looking like a pretty slam dunk risk-reward here if youre comparing to an E&P. I bought a little in tfsa at $14 think Ill make a 2-3% position. Close to 8% monthly yield sell at $17 for 20% app. More appealing to me than going for 100%/-50% downside shit 🤷🏻♂"  
[X Link](https://x.com/Sportellosprea1/status/1743323250778832998)  2024-01-05T17:27Z [---] followers, [----] engagements


"@TeddyGambino Teddy I noticed something under the option exercise and sale for Stephen G on Jan 3rd it had redemption retraction & sale of about 96k as part of it. That didnt make sense to me unless $step bought them (offset dilution). Does that even make sense nothing filed as NCIB"  
[X Link](https://x.com/Sportellosprea1/status/1743326463200542985)  2024-01-05T17:39Z [---] followers, [--] engagements


"$STEP Now know NCIB started roughly at red line on 21st. Back to normal volume after that strange 1MM day. Expected some cooling off after that. Thesis around buybacks with a tight float now will play out. Personally think were on our way to $5 all 👀 on US frac/CT this Q"  
[X Link](https://x.com/Sportellosprea1/status/1745156030148063561)  2024-01-10T18:49Z [---] followers, [----] engagements


"Ill add that name is volatile so do focus on margin of safety for entry. I was early/wrong so sitting at about $4.40 avg. sub $300MM mkt cap is a good rough #. For larger $$$ Id go $tcw"  
[X Link](https://x.com/Sportellosprea1/status/1745167312972579018)  2024-01-10T19:34Z [---] followers, [---] engagements


"Weve seen deleverage rerate for capital light $ceu $PHX pressure pump obviously v. Capital intensive so lets not add back depreciation (pride of $step) and leave a working capital buffer. Still too cheap imo"  
[X Link](https://x.com/Sportellosprea1/status/1745168812050456794)  2024-01-10T19:40Z [---] followers, [---] engagements


"$WCP [--] cents from the Jan presentation/Viking tuck- in. I like mgmt is willing to keep/buy legacy conventional oil( kept a few concentrated Cardium assets and sold non core). The baytex lands near Elrose SK fit the unit theme 1/3"  
[X Link](https://x.com/Sportellosprea1/status/1745236638400483689)  2024-01-11T00:10Z [---] followers, [---] engagements


"2/3 my layman takeaway from the Viking ($obe) is that it pays out decently in good oil env. ($75) but lacks big initial #s or steady low decline so nothing special for recycle. Still seems teine $bte $soil all seeing abv curve results etc"  
[X Link](https://x.com/Sportellosprea1/status/1745237627312447983)  2024-01-11T00:14Z [---] followers, [---] engagements


"$TCW.TO finally getting some green after a week of good LT natty news. Need that SP consistently over $1 bil this and $pd.to going to eventually get that index/etf/general insti interest through mid cycle as wcsb activity #ofs"  
[X Link](https://x.com/Sportellosprea1/status/1746960216682549728)  2024-01-15T18:19Z [---] followers, [----] engagements


"@NuggetCapital I think the unhedged approach + dividend was bad mix. I got caught in the $3.50-4 aeco decks ($pipe) which seemed fine in the $7+ hh mini boom. $pey is hedged + div ok fine. For $BIR should follow $nva $aav but in my opinion all AB Montney / duvernay = to majors / $pou"  
[X Link](https://x.com/Sportellosprea1/status/1747516469313990907)  2024-01-17T07:09Z [---] followers, [---] engagements


"Shitco oil company hitting [--] week lows $CVE $TVE $VET #COM #36MAFIA"  
[X Link](https://x.com/Sportellosprea1/status/1747806422577127668)  2024-01-18T02:21Z [---] followers, [----] engagements


"@TeddyGambino $CEU $ceu.to another one that I missed that ripped since June similar mkt cap to $TCW which is wild to me"  
[X Link](https://x.com/Sportellosprea1/status/1748448296862089448)  2024-01-19T20:52Z [---] followers, [---] engagements


"$STEP.TO getting close to my entry after riding this through [----] chop. No filings on NCIB since 1-12 but I suspect still active. [--] days with big vol buyers in Jan. Like new corp pres/site sand log delev. & prior upgrade capex starting to reap. Still bad USQ4 act lvls #ofs 1/2"  
[X Link](https://x.com/Sportellosprea1/status/1749827364094357733)  2024-01-23T16:12Z [---] followers, [---] engagements


"To what extent $step priced in at $4.50 I dont know. But my napkin math at lower #s Is still good on $100Mm nd inc. wc. I like the stability the cool tubing line brings. Dangerous game if $cfw brings a spread / $TCW restarts but like tilt. Steve keep that NCIB going 💪"  
[X Link](https://x.com/Sportellosprea1/status/1749828815940161995)  2024-01-23T16:17Z [---] followers, [---] engagements


"$STEP.TO I havent quite figured their SEDI filing sched but NCIB active continued in Jan as I suspected finding near the max +22500 daily last week. Thesis playing out. Like seeing more volume in name too #ofs $STEP Now know NCIB started roughly at red line on 21st. Back to normal volume after that strange 1MM day. Expected some cooling off after that. Thesis around buybacks with a tight float now will play out. Personally think were on our way to $5 all 👀 on US frac/CT this Q https://t.co/1E1QBshHSF $STEP Now know NCIB started roughly at red line on 21st. Back to normal volume after that"  
[X Link](https://x.com/Sportellosprea1/status/1752427410648334817)  2024-01-30T20:23Z [---] followers, [----] engagements


"$STEP.TO $STEP Buybacks in question today in addition to few posted yesterday (extra catch up from Dec-Jan 3)"  
[X Link](https://x.com/Sportellosprea1/status/1752429711136051630)  2024-01-30T20:32Z [---] followers, [---] engagements


"2/x Cecila is a cold MF and I kinda dig it. Still Michael had decades with Bay Street and Ill give her time too. Leaving is ❌ with economic uncertainty but had picked up H2-23. 12-18 month timelines vs 6-9 pre covid $ap.un"  
[X Link](https://x.com/Sportellosprea1/status/1753276899378573438)  2024-02-02T04:39Z [---] followers, [---] engagements


"3/x *leasing sry blame the penjamin. Like this colour. I follow their/cbre leasing cuz Im a psycho like the activity in Mtl. Toronto I can see some slowdown ex. $goog Kitchener but also lots of upside to AFFO (low forecast for new CEO ✅)"  
[X Link](https://x.com/Sportellosprea1/status/1753277951221829894)  2024-02-02T04:43Z [---] followers, [---] engagements


"Regarding land bank/residential JV upside not a short term priority. $AP.UN is not a bunch of B-city strip malls their residential upside is Montreal trinity-Bellwoods Beltline Gastown. Aka primo urban land with cash flow 🤫 #REIT"  
[X Link](https://x.com/Sportellosprea1/status/1753279022866559373)  2024-02-02T04:47Z [---] followers, [---] engagements


"First update of the pie chart tfsa holds & %returns ex dividends. S&P500 exposure keeps honest. Div Yield 3%. Out: $BTU New In: $NVO add: $BG Not against Peabody just been baghld & finite USD cash. Allied is my turd everything else pretty happy with cept $wcp with 💨 in 🚽"  
[X Link](https://x.com/Sportellosprea1/status/1753463513346183298)  2024-02-02T17:00Z [---] followers, [---] engagements


"Cash account still $SU $STEP"  
[X Link](https://x.com/Sportellosprea1/status/1753464311799058719)  2024-02-02T17:04Z [---] followers, [---] engagements


"$IBKR Just a growth beast that I recently dug into world wants to own US stocks/passive flow & sophisticated US wants access to 🌍 mkt. low cost provider founder & tech/patents. Long ironically in my $TD DI (someday Ill switch 😂)"  
[X Link](https://x.com/Sportellosprea1/status/1753467916052566428)  2024-02-02T17:18Z [---] followers, [---] engagements


"Looking at growth oriented nat gas capex into sub $2 Aeco [--] strip. Dont even get me started on marginal US basins. My logic is low entry holds in $TOU $ARX & then volume into frac #COM"  
[X Link](https://x.com/Sportellosprea1/status/1753899790621159788)  2024-02-03T21:54Z [---] followers, [----] engagements


"Last thing the water constrained limited hedged s/m Montney sees. $CR different with location but that massive capex plan going to keep s/p down. $cei.v $bir $aav $lgn.v get clipped. $Kel sells land dont see mega prem though (think $cop Inga)"  
[X Link](https://x.com/Sportellosprea1/status/1753901235097546869)  2024-02-03T22:00Z [---] followers, [---] engagements


"Simply not enough $step.to shares to sell lol. This tight float buyback seems to actually help. $TOU at $55 and $TCW under $4 are making a tough decision for my divvy crumbs 🪙 #ofs #com"  
[X Link](https://x.com/Sportellosprea1/status/1754547219175501919)  2024-02-05T16:47Z [---] followers, [----] engagements


"@Rytetz29 Yup market not understanding the state of wcsb frac. $TCW has the bal sheet fleet upgraded already. Petronas ovintiv COP shell dgaf about marginal AB gas mkts less than a year from LNG Can think Im topping up my $3.44 avg cost"  
[X Link](https://x.com/Sportellosprea1/status/1754550217733783993)  2024-02-05T16:59Z [---] followers, [---] engagements


"@powderhnd Holding both $TCW $3.44 avg cost $step $4.40. Either/or for me. My buy/sells moves in energy are typically bad instead usually use trades to position into/out unrelated sectors"  
[X Link](https://x.com/Sportellosprea1/status/1754720319573741816)  2024-02-06T04:14Z [---] followers, [---] engagements


"$WCN.TO with a pretty good quarter and [----] guidance. I managed to scoop a few shares after the landfill issues/media heat a true one time item for otherwise great co. Love the Tervita/Secure buy Texas mgmt sees the value. Tough day otherwise in mkt 🥵🤕"  
[X Link](https://x.com/Sportellosprea1/status/1757543642669949288)  2024-02-13T23:13Z [---] followers, [---] engagements


"1/2 Commercial RE is not a cmdty/ homogeneous asset. Everything getting whacked on the 5-yr move retail/multi fam #reit out of trough Office back in ded $d $ap.un $hr.UN. Allied outta Telus sky office 👍🏻 #CRE"  
[X Link](https://x.com/Sportellosprea1/status/1757577377775825371)  2024-02-14T01:27Z [---] followers, [---] engagements


"15th tomorrow means some cheap DRIP. Wild market something for everyone. Ath $SPY 5%rf generational div yields $AP.UN $WCP $TCW $FRU $ENB $TD"  
[X Link](https://x.com/Sportellosprea1/status/1757830557885403331)  2024-02-14T18:13Z [---] followers, [----] engagements


"$WCN from now on everything in the trash 🗑 💰 $GFL"  
[X Link](https://x.com/Sportellosprea1/status/1757868180893049177)  2024-02-14T20:43Z [---] followers, [---] engagements


"Didnt think I was that important $RZE $RZE.TO do stop believin when equity is a [--] @Josh_Young_1"  
[X Link](https://x.com/Sportellosprea1/status/1759635768593559921)  2024-02-19T17:47Z [---] followers, [---] engagements


"Shout-out to whoever at $CHK was brave enough to ask their boss why were drilling sub $2 natty"  
[X Link](https://x.com/Sportellosprea1/status/1760317403706032585)  2024-02-21T14:55Z [---] followers, [---] engagements


"@SA_VanInvestor Yup under $4 is a dunk. Im tempted to trim if we go on a run ahead of Q4 as $step always come off super candid on soft commodity but got to remember even $5.50 is approx $400mm mkt cp soften up ebitda est and still cheap. Agree no divvy glad Arc F okayed ncib"  
[X Link](https://x.com/Sportellosprea1/status/1760766943504515283)  2024-02-22T20:42Z [---] followers, [--] engagements


"@alphafortuna10 Fair I got on board the whole sector early Artis in spring [----] and out for a modest gain in early [----]. Analysts/street didnt love the nav realization model back then at $10. 2nd wasnt a fan of the inv in $d/$fcr while own units were free falling. Then been bag holding $ap"  
[X Link](https://x.com/Sportellosprea1/status/1763397299856683390)  2024-03-01T02:54Z [---] followers, [--] engagements


"@alphafortuna10 With mkt not rewarding the ncib asset sales etc I wondered if re-rate was ever possible. At 10% yld and when cash available yea well into deep value. But I liked it at $10. Thats my problem right now mental with the bloodbath in reits"  
[X Link](https://x.com/Sportellosprea1/status/1763397870995018089)  2024-03-01T02:56Z [---] followers, [--] engagements


"$SDE.TO Spartan delta thread: dont own but did at Tsxv ($6) and again during gas era but sold(pussy) when the ARETI share blk scared me. Then the $CPG big dick sale. Now hated commodity Logan the coveted spin and $SDE is small cap weirdo again"  
[X Link](https://x.com/Sportellosprea1/status/1763428679416221968)  2024-03-01T04:58Z [---] followers, [----] engagements


"$SDE came in and rolled up AB Montney when unloved (oil wind). New techniques more frac. $HHRS & $pipe took note. duvernay gaining vogue Better techniques Hmm I think they should buy $ygr even lever up for West🧱 . watching close doubt sit on hands. Need to check comp strc"  
[X Link](https://x.com/Sportellosprea1/status/1763430282227527904)  2024-03-01T05:05Z [---] followers, [---] engagements


"@trend_bullish Huge volume bigger than $esi $tcw and creeping to $pd will get index eventually if this move is to stay. I sure missed that call 📞 🙃"  
[X Link](https://x.com/Sportellosprea1/status/1763670593671451056)  2024-03-01T21:00Z [---] followers, [---] engagements


"$STEP.TO double checked this week only a few days BB posted on Monday 26th (fri-mon) and then the cancellations already posted by the lovely @VanIsleInvestor . I expect back to usual weekly file after leap year week. Funny that most $step X tags are for some solana crypto 🪙"  
[X Link](https://x.com/Sportellosprea1/status/1763961554431619314)  2024-03-02T16:16Z [---] followers, [---] engagements


"@chrisinmontreal @SA_VanInvestor @JaredCohenMC Good call 👍🏻"  
[X Link](https://x.com/Sportellosprea1/status/1765054643749699871)  2024-03-05T16:39Z [---] followers, [--] engagements


"@SA_VanInvestor Looks like well get that buy opp aha. Nd $87MM. $STEP lost spread really hurt fcf impact from comments is more w/c related (although havent yet dug into audited yefs to verify). I work w/ few private ofs sr debt the capex inc in q4-q1 track. May test $4 this week 😵💫"  
[X Link](https://x.com/Sportellosprea1/status/1767353902746292641)  2024-03-12T00:56Z [---] followers, [---] engagements


"$STEP.TO $3.44 low so far for -21%. Going to take my shower and see where we end up. Ultimately anything down here a better avg for me but mkt clearly spoken🩸 🔪 #ofs go give Pat P. at $cfw a call"  
[X Link](https://x.com/Sportellosprea1/status/1767551985769746525)  2024-03-12T14:03Z [---] followers, [---] engagements


"Credit to @djlowe for point but when you do $18MM ebitda in a Q/ 9% margin and pride your capex match dep. & amm tough to see $200+ ebitda already one $4.50 analyst revision. Steve G I still like you invested in fleet ARC stops a ugly hostile but need to see Q1 hard rebnd"  
[X Link](https://x.com/Sportellosprea1/status/1767556222054740230)  2024-03-12T14:20Z [---] followers, [---] engagements


"Honestly $STEP the $75-80 FCF # is what I need to keep this interesting. Lets say [----] note #4 md&a depre for equipment of $76MM. So need $150 op cash flow. $40mm build capex already in prog. Napkin 300mkt cap [---] nd (max) = 18.75% 🤔"  
[X Link](https://x.com/Sportellosprea1/status/1767580749195031036)  2024-03-12T15:57Z [---] followers, [---] engagements


"time to digest the $STEP q4 call got myself down to $4.25 avg on [----] sh. Like to get that avg under $4 for rest of you probably will have plenty of opp as it chops q1-q2. Ugly on green WTI day. Im looking at $175mm [--] ebitda least 60-70 fcf (ex grow capex debt repay)#ofs"  
[X Link](https://x.com/Sportellosprea1/status/1767945056722579471)  2024-03-13T16:05Z [---] followers, [---] engagements


"$3.40 🫣watch that last $step"  
[X Link](https://x.com/Sportellosprea1/status/1767954154146914486)  2024-03-13T16:41Z [---] followers, [---] engagements


"@BubleQe @NuggetCapital @AssetTraveller IMO the capital intensive nature of completions/frac + the staggered nature of modern montney/deep basin pads are reasonsBringing a drilling rig internal that I could see. Big $ spent on water infrastructure/recycling by $tou $arx $cop Petronas as you know"  
[X Link](https://x.com/Sportellosprea1/status/1771026104943362375)  2024-03-22T04:08Z [---] followers, [---] engagements


"@TeddyGambino $step float and corresponding daily max is comical at 22.5k but your spot on the daily max approach for $tcw too. Exhaust everybody selling under $5 then $PHX style div scale"  
[X Link](https://x.com/Sportellosprea1/status/1771250384977133928)  2024-03-22T18:59Z [---] followers, [---] engagements


"Id love to be bold enough to pitch a 2/20 hedge fund thats 75% $SPY / 25% $CNQ seriously thats what Id do if I had $100MM AUM"  
[X Link](https://x.com/Sportellosprea1/status/1772317868627018161)  2024-03-25T17:41Z [---] followers, [---] engagements


"Maybe throw 1-2% in $V and $CSU so they think Im working"  
[X Link](https://x.com/Sportellosprea1/status/1772318185712140529)  2024-03-25T17:42Z [---] followers, [---] engagements


"@mark_skittle Bros mind will be blown when he hears about Nylander and Tkatchuk Fathers 😂 or Max Verstappen. Christ"  
[X Link](https://x.com/Sportellosprea1/status/1772768167808376980)  2024-03-26T23:30Z [---] followers, [--] engagements


"2/x Viterra taken private by Glencore in [----] takes is roots from Saskatchewan Wheat Pool & Agricore merger. Agricore previously merger w/ UGG with $adm minority int. Included AB & MB wheat pool. 20th century move from co-op to mega cos"  
[X Link](https://x.com/Sportellosprea1/status/1775339904681287779)  2024-04-03T01:49Z [---] followers, [---] engagements


"3/4 Im sure competition bureau will have some problems with $bg viterra merger but once approved its a giant in vertical softs"  
[X Link](https://x.com/Sportellosprea1/status/1775340394148163641)  2024-04-03T01:51Z [---] followers, [---] engagements


"Bunge history goes back [---] years. Old money euro meets big USA outta MO. Recent s&p500 entrant no withholding tax so you keep that 🥖 ✌ $BG"  
[X Link](https://x.com/Sportellosprea1/status/1775341603869364438)  2024-04-03T01:56Z [---] followers, [---] engagements


"$BG old money new money mouths need feed in grains need eatin"  
[X Link](https://x.com/Sportellosprea1/status/1775342138345361783)  2024-04-03T01:58Z [---] followers, [---] engagements


"@rakoraja @SA_VanInvestor @_EnergyRealist Buy $step on Tsx if considering already an illiquid float"  
[X Link](https://x.com/Sportellosprea1/status/1775368954191704339)  2024-04-03T03:45Z [---] followers, [--] engagements


"@deepvalueco Melcor $bei-un from Covid caught the rip $meq.to too. Please do share or DM as its bonkers in AB"  
[X Link](https://x.com/Sportellosprea1/status/1775375265579024801)  2024-04-03T04:10Z [---] followers, [--] engagements


"$STEP NGL thought wed test $3 before $4 after that Q4 but still under $300MM mkt cap. $50MM🎯 nd ex wc. Did the [--] US rigs find homes early in Q1 Gas still shit WTI was messy into late Feb. should be strong enough. Not out of woods yet Im looking for one more load up #ofs"  
[X Link](https://x.com/Sportellosprea1/status/1775560569376198952)  2024-04-03T16:26Z [---] followers, [---] engagements


"Almost 27% before divies if you bought $RY largest bank at $108 in October. $TRP at $46 $CNR etc. lot of ways to sound smart in the moment when things look ugly $RY up more than 20% since recent low recall comments about waiting for sub $100 etc. I added when it hit my Dec [----] entry. Not foolproof but buying quality at a discount works decent. adds from Oct-Nov $CNR.TO $TRP $WCN $GFL $ZTS $BMO $BN $TCW https://t.co/5NFtHsHelL $RY up more than 20% since recent low recall comments about waiting for sub $100 etc. I added when it hit my Dec [----] entry. Not foolproof but buying quality at a"  
[X Link](https://x.com/Sportellosprea1/status/1775887406429880374)  2024-04-04T14:05Z [---] followers, [---] engagements


"$STEP.TO few more buybacks filed today noticeably quiet on 1st and 2nd which is very encouraging w/ the volume were seeing. Last time this happened was bid up and dropped before Q4 but momentum is sniffing #ofs #com"  
[X Link](https://x.com/Sportellosprea1/status/1775945315289280558)  2024-04-04T17:55Z [---] followers, [----] engagements


"97k volume today curious for the close. Back above $4 baby $step s"  
[X Link](https://x.com/Sportellosprea1/status/1775946544102924393)  2024-04-04T18:00Z [---] followers, [---] engagements


"@SA_VanInvestor Youre aware of softness discusses by $cfw.to $ACDC etc so Q124 results may be soft. I wonder if mkt starts to look fwd as we creep towards [----] or 🔪 again. agree with you expected to hover at $3.75 but IF $80 WTI holds $step still v cheap at $300mkt cap"  
[X Link](https://x.com/Sportellosprea1/status/1776115509563363739)  2024-04-05T05:11Z [---] followers, [---] engagements


"Adds: $ZTS $rei.un $ax.un $V Trim: $Meg $BN Sell: $IBKR (dumb but 30% in [--] month) Cash account: $STEP"  
[X Link](https://x.com/Sportellosprea1/status/1776309883085742234)  2024-04-05T18:04Z [---] followers, [---] engagements


"Happy Sportello breakeven on $STEP position day. $300 mm mkt cap + whatever Net debt is ($50mm floor). Easily see +/- 15% here until earnings (bumpy ride lol). Associated gas still sux in Texas/nebc mkts oil over $80 offsets 🤷🏻♂🤨 #ofs #com #doublemeat"  
[X Link](https://x.com/Sportellosprea1/status/1777400590638673920)  2024-04-08T18:18Z [---] followers, [----] engagements


"@NuggetCapital Thx NCP. Agree with you especially $step. I think bids here are already looking out a few quarters. #ofs not the place for exposure to this current oil rally unless maybe levered drillers But not my thing thinking longer cycle [--] month at least"  
[X Link](https://x.com/Sportellosprea1/status/1777430330258940362)  2024-04-08T20:16Z [---] followers, [---] engagements


"@KristjanBackman Video is worse than I thought lol. What gets me is how the pictured $WM driver could possibly benefit from this. Overfill charge helps offset for wasted time but Buddy added [--] mins to his route. local mgmt trying to hit revenue 🎯"  
[X Link](https://x.com/Sportellosprea1/status/1779186813531291768)  2024-04-13T16:36Z [---] followers, [---] engagements


"@PythiaR $CP multi up post KCS really noticeable. Im fully onboard w/ that long term but feels rich here compared to typical $CNR premium. $WCN steady eddy band of 14-16x really reinforces $gfl potential. Very insightful as always 🙌"  
[X Link](https://x.com/Sportellosprea1/status/1780794781746037078)  2024-04-18T03:05Z [---] followers, [---] engagements


"Let me see you one two $Step. Another week of activity on NCIB #ofs #com $step.to"  
[X Link](https://x.com/Sportellosprea1/status/1781043418568745248)  2024-04-18T19:33Z [---] followers, [---] engagements


"$WCN $150MM (of rev) in solid waste acquisitions (Michigan/Indiana) post $SES.TO wcsb disposal assets (loved that buy). Liking the 30%+ gm focus on safety/retention"  
[X Link](https://x.com/Sportellosprea1/status/1783299366578471231)  2024-04-25T00:57Z [---] followers, [---] engagements


"New background pic 🎢 Glamorgan bowling gets a break. While seemingly a metaphor of my averaging down in my office reits. actually a core memory of my 13th 🎂 slowly climbing 145ft before plummeting into a loop followed by a few Gs all beside the Bay & cactus club #com #wem"  
[X Link](https://x.com/Sportellosprea1/status/1783703827054465270)  2024-04-26T03:45Z [---] followers, [---] engagements


"Shout out to my work mutual fund for being some wacky active S&P large cap sans nvda/tesla. Also shout out to my contribution period starting Sept [----]. My exact words if I cant have an etf give me all the large cap all US you have. No Canada this is my offset tsx addiction"  
[X Link](https://x.com/Sportellosprea1/status/1783891692900217261)  2024-04-26T16:11Z [---] followers, [---] engagements


"$AP.UN Q124 Results Sportello Sleuthing. Pull out your penjamins. First thing I noticed is first ever grouping of Allied's office: Heritage Modern Flex. Previously was all grouped into central-unique-irreplaceable yada-yada"  
[X Link](https://x.com/Sportellosprea1/status/1785430141843226811)  2024-04-30T22:04Z [---] followers, [----] engagements


"@Rytetz29 Youre welcome. Im long around $22. Would obviously recommend not office reits (multi-fam retail) to sane individuals. But if you like pain $ap.un is a concentrated high quality form of pain"  
[X Link](https://x.com/Sportellosprea1/status/1785447457297420487)  2024-04-30T23:13Z [---] followers, [---] engagements


"@SA_VanInvestor Here is the actual construction debt Adelaide & duncan would increase as of April 1st closing"  
[X Link](https://x.com/Sportellosprea1/status/1785505842860560565)  2024-05-01T03:05Z [---] followers, [--] engagements


"If $step.to buybacks shares in the forest and I dont immediate tweet did it really happen 🧐 missed these filed 4-30 for last thurs-Monday. +53k on 29th assuming weekly block exception #ofs #com"  
[X Link](https://x.com/Sportellosprea1/status/1785727631062712807)  2024-05-01T17:46Z [---] followers, [---] engagements


"The Sales. [---] Saint-Antoine in Montreal. Kudos to Matt K. Look at this piece of shit it was land plain and simple. $AP.UN is going to do residential on core zones (self-demand/mini-village). Cocktail bar stylist google office and condos all in one. Liberty-village shit 👍7/x"  
[X Link](https://x.com/Sportellosprea1/status/1785792222815780920)  2024-05-01T22:03Z [---] followers, [---] engagements


"Don't take my word for it. Big thing here no more Westbanks no more JV risk of your developper blowing up. This is key keep all that re-zone dev for yourself. As i said step above $d.un here IMO. It's not just blow up a obsolete building it's build a community 🌈 8/X"  
[X Link](https://x.com/Sportellosprea1/status/1785792681718722566)  2024-05-01T22:05Z [---] followers, [---] engagements


"$TD.TO Wall Street Journal finally spills some dirty on US anti-money laundering case very bad look regarding Chinese fentanyl gangs. Counter view says buying opp/but I may axe them soon as whole thesis was US banking side. Dunno CEO needs to go not same lvl as $RY anymore"  
[X Link](https://x.com/Sportellosprea1/status/1786180370003575218)  2024-05-02T23:46Z [---] followers, [----] engagements


"Like hsbc literally was the narco retail in Mex but this aint creating shareholder value. As a @TD_Canada user each interaction feels like a lame sales pitch. How about we waive Visa infinite if I keep a minimum in fentanyl proceeds in account"  
[X Link](https://x.com/Sportellosprea1/status/1786181240783089963)  2024-05-02T23:49Z [---] followers, [---] engagements


"@VaeVictis_VV Aha was buying those in early [----] too my yield on cost on $cnq dividend is over 10%. $td Probe was in [--] and weve seen 20% swings since then + 5% div I bet were closer to bottom than not. Since Medici days that corruption has paid aha"  
[X Link](https://x.com/Sportellosprea1/status/1786417777835708533)  2024-05-03T15:29Z [---] followers, [---] engagements


"I need AI search to solve this"  
[X Link](https://x.com/Sportellosprea1/status/1786819645237784902)  2024-05-04T18:06Z [---] followers, [---] engagements


"More tough news for office #CRE. Canadian private equity fund allegedly walking away from non-recourse loan on Nakatomi Plaza in Century City Los Angeles. notoriously known for the defunct namesake conglomerate the [---] ft tower also 1/2"  
[X Link](https://x.com/Sportellosprea1/status/1787706443283443865)  2024-05-07T04:50Z [---] followers, [---] engagements


"@ValueNotDeadYet Not to mention the banking fees/relationship two public personalities on here (who I both like) will talk about how accretive new deal is once blackout period is done. Nature of game but also making big 💵 off $soil.to"  
[X Link](https://x.com/Sportellosprea1/status/1788931553952722963)  2024-05-10T13:58Z [---] followers, [---] engagements


"$STEP.TO Buyback activity exercise. How do you napkin math a high-capex cyclical business Excuse my gr. [--] excel. 1) bv of equity = $5.50. I prefer showing 2) net ASSets (heyo) = bv of pp&e after all lt debt & lease liab = $4.21 approx what mkt is giving today 1/2 #ofs"  
[X Link](https://x.com/Sportellosprea1/status/1788999618388230584)  2024-05-10T18:28Z [---] followers, [----] engagements


"3) my third figure takes an orderly liquidation value of 75% of book. I made that up but have based on asset appraisal methods. In reality you get ZERO as equity in that case (Sanjel). ignoring the WC/current liab entirely. Point is $step pretty much valued for its fleet-debt"  
[X Link](https://x.com/Sportellosprea1/status/1789001123015065953)  2024-05-10T18:34Z [---] followers, [---] engagements


"What rambling sportello is really trying to say is assuming business generates cash to pay down debt over next [--] month bv of assets alone = $6 bucks. Buying even the 5% of shares / yr to offset dilution is very accretive $step 🕵🏻♂"  
[X Link](https://x.com/Sportellosprea1/status/1789002124145181096)  2024-05-10T18:38Z [---] followers, [---] engagements


"@VanIsleInvestor Its a beaut I must admit it is my rentals common property 😂 but six burner gas hook up can handle those rooftop winds"  
[X Link](https://x.com/Sportellosprea1/status/1789100798607036605)  2024-05-11T01:10Z [---] followers, [--] engagements


"Despite some wildfire smoke had a very peaceful walk through the ravine trails of Whitemud Creek Nature Reserve. A no bike zone of Edmontons River Valley my boyhood retreat. met a pileated woodpecker mallards hares & chickadees 💆🏻♂"  
[X Link](https://x.com/Sportellosprea1/status/1789743350457016641)  2024-05-12T19:44Z [---] followers, [---] engagements


"Oil Country reppin #LetsGoOilers"  
[X Link](https://x.com/Sportellosprea1/status/1789834920681996696)  2024-05-13T01:47Z [---] followers, [---] engagements


"Energy foreign investment thread. Im young enough to have missed #yyc prior recent heyday. Id ❤ the knowledge base of #EFT to share past stories and Ill start listing the few I can recall are here (plz add in): Petronas (LNG BC assets tower logo) 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1791249185137664015)  2024-05-16T23:27Z [---] followers, [---] engagements


"CNOOC (stuff I guess). Still in oil sands Assets were listed. PetroChina (LNG ltd). $SHEL $CVX pacific Cambrian $IPCO (kinda) $ite (lol). Koch stuff $dow $TAQA"  
[X Link](https://x.com/Sportellosprea1/status/1791249905324789897)  2024-05-16T23:30Z [---] followers, [---] engagements


"@NukeEdmonton @Volkomm_ @Albertagarbage @WTIBull Impressive haul im assuming truck bed/van full I miss the bottle depot money. Very important source of cash flow as a teen re-invested into more wobbly pops. Without a garage condo life currently = donation to meth creatures for good favour"  
[X Link](https://x.com/Sportellosprea1/status/1792593868799488088)  2024-05-20T16:30Z [---] followers, [---] engagements


"I have a minimal portion of my non-etf reg account holdings in USD so I tend to watch cos longer before making buy/sell decisions compared to Tsx. One Ive watched get away until now w/ meager [--] share buy is $ORLY OReilly Auto 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1792682124698624122)  2024-05-20T22:21Z [---] followers, [---] engagements


"An institutional love story compounder nothing ground breaking to the thesis. Roughly 26x this yr earnings but for imo the 1#-2# player for b2b distrib + online resistant same-day B2C stores. Culture down to the store lvl is another ✅ 2/X $ORLY"  
[X Link](https://x.com/Sportellosprea1/status/1792683124901732860)  2024-05-20T22:25Z [---] followers, [--] engagements


"While recessionary headwinds do apply parts/repair segment is imo durable as consumers keep cars on road longer. Serial Buybacks and long history of cost discipline. If this gets down 10-20% you buy more but check the chart $atd esque 3/X"  
[X Link](https://x.com/Sportellosprea1/status/1792684145422012491)  2024-05-20T22:29Z [---] followers, [---] engagements


"Growth: 190-200 net new stores. Suburbs ✅. More potential growth in Mexico than $AZO although less footprint/prove.results. Mgmt gives big kudos to autozone there on CC very aware group of their relative strengths. Canada entry through Quebec late [----] $orly 4/5"  
[X Link](https://x.com/Sportellosprea1/status/1792685065698451640)  2024-05-20T22:33Z [---] followers, [---] engagements


"Super excited here. One of my in between roles was in credit with a major tire distributor out of Qc. Cheap dingy fucks but one hell of a just-in-time logistics model for wholesale b2c. You learn a lot talking to old school auto shops on 📞 . I think $ORLY penetrate ON/GTA"  
[X Link](https://x.com/Sportellosprea1/status/1792686075305214148)  2024-05-20T22:37Z [---] followers, [---] engagements


"@Rytetz29 Had to look it up $GPC. Done no research but generally strong model. Lordco another here in Can private. Holy those mofos have made 💵 since 70s"  
[X Link](https://x.com/Sportellosprea1/status/1792687121020662106)  2024-05-20T22:41Z [---] followers, [--] engagements


"Rooftop Grillin this post vacay Fri featuring sunterra spatchcock 🍗 w/ peppers/zucc as I had no desire to deal with real prep. Happy Friday happy western conference best of [--] 🍻"  
[X Link](https://x.com/Sportellosprea1/status/1796692295036588211)  2024-05-31T23:56Z [---] followers, [---] engagements


"@TeddyGambino @Agent_StevieP Thats the day to day tape pro. Waiting to see price action UP before avg up from the true bottom. Kudos Teddy. Id throw a nominal nibble in $step too you know the net debt doesnt account for AR harvesting"  
[X Link](https://x.com/Sportellosprea1/status/1796715118274695185)  2024-06-01T01:27Z [---] followers, [---] engagements


"@ysteve747 In addition to the rumours $wm buying $srcl. [--] million + volume on US side today for $GFL"  
[X Link](https://x.com/Sportellosprea1/status/1797693487472873967)  2024-06-03T18:15Z [---] followers, [---] engagements


"Nothing and then all at once. I missed the bottom but managed to size up my $GFL.TO in May to a $40 CAD avg. Hope they sell the enviro ala $ses.to but can understand Pat D gets his share of pie with or without pubco. Mkt was cold to $gfl i would love to still own sld waste biz $GFL $gfl.to S&P debt upgrade. I like my trash co levered & growing. Pat will push the 4x/ebitda if deal is there I want more roll-off bins & tuck ins. Hes a Hockey bro skate where FCF is going 🏒 PE firm & CPP selling ipo shares gets float in more hands https://t.co/GNxYXgaLdX $GFL $gfl.to S&P debt upgrade. I like my"  
[X Link](https://x.com/Sportellosprea1/status/1798180773545017384)  2024-06-05T02:31Z [---] followers, [----] engagements


"@filbo132 Two different deals two offers for $gfl/part of it. Separately $WM buys Stericycle which is also public. Both good for $gfl valuation https://finance.yahoo.com/video/waste-management-set-acquire-stericycle-153446177.html https://finance.yahoo.com/video/waste-management-set-acquire-stericycle-153446177.html"  
[X Link](https://x.com/Sportellosprea1/status/1798190046824325476)  2024-06-05T03:08Z [---] followers, [---] engagements


"PE just fuckin loves garbage 🗑. The yellow bin/portapotty/fencing guys: $BX https://www.newswire.ca/news-releases/environmental-360-solutions-inc-announces-closing-of-acquisition-by-blackrock-alternatives-871187225.html https://www.newswire.ca/news-releases/environmental-360-solutions-inc-announces-closing-of-acquisition-by-blackrock-alternatives-871187225.html"  
[X Link](https://x.com/Sportellosprea1/status/1798194358929469579)  2024-06-05T03:25Z [---] followers, [---] engagements


"Tony Soprano face.jpg"  
[X Link](https://x.com/Sportellosprea1/status/1798195025261776936)  2024-06-05T03:27Z [---] followers, [--] engagements


"$BLK sorry. BlackRock not blackstone. Get better differentiated names"  
[X Link](https://x.com/Sportellosprea1/status/1798200145403846949)  2024-06-05T03:48Z [---] followers, [--] engagements


"@WSB_redditor Probably will do great here on rate cuts but this was $23/sh [--] years ago. Dream Team erased the entire original equity holders. I got caught closer to bottom in that thankfully not a -90% dd like most. Bullish REITs not a name Id be back in"  
[X Link](https://x.com/Sportellosprea1/status/1798760408461004978)  2024-06-06T16:54Z [---] followers, [--] engagements


"@trend_bullish Would love South Bow to do a friendly acquisition. Doubt mgmt group styles mix but I dream"  
[X Link](https://x.com/Sportellosprea1/status/1798832768941740129)  2024-06-06T21:42Z [---] followers, [--] engagements


"@SA_VanInvestor I was hoping Id time another fill during recent weakness on $step but happy to see these drawbacks recovering. Agreed think we need: Q2 print to reflect working cap harvest on Q1 ND. Maybe prog on ROC next step like $phx.to. Small cap low float final hurdle"  
[X Link](https://x.com/Sportellosprea1/status/1800209273529733158)  2024-06-10T16:51Z [---] followers, [--] engagements


"@SA_VanInvestor 100%. The coiled tubing could be a 2nd sale or all as one to a true consolidated #ofs co. As youve said that P/Bv doesnt match asset quality with proper main capex/depreciation. Only a matter of time for $step"  
[X Link](https://x.com/Sportellosprea1/status/1800225906952438061)  2024-06-10T17:57Z [---] followers, [--] engagements


"@BubleQe Pubco buys private is the trend. One unlocking reserves other 🔓 a liquid exit. (or priv buy pub lol $scr). QE do you recall any major pubco buys pubco all tsx since $arx $vii or $vet leucrottaexcluding enerplus due to factor"  
[X Link](https://x.com/Sportellosprea1/status/1800312244850577576)  2024-06-10T23:41Z [---] followers, [---] engagements


"@premiamgmt @_sem_yyc Id love for him to be lowered from the rafters in full glam NSYNC no strings attached style"  
[X Link](https://x.com/Sportellosprea1/status/1800336241147478327)  2024-06-11T01:16Z [---] followers, [--] engagements


"This is what you're up against. Don't be so hard on yourself 🧠🪖 #arbitrage #retail $CWB.TO $NA.TO $ZEB.TO $NA.TO buys $CWB.TO growth in the west. Win-win imo their leading arm is great. Edm hopefully doesnt lose too man jobs https://t.co/0C8kDPyYFv $NA.TO buys $CWB.TO growth in the west. Win-win imo their leading arm is great. Edm hopefully doesnt lose too man jobs https://t.co/0C8kDPyYFv"  
[X Link](https://x.com/Sportellosprea1/status/1800934418074292579)  2024-06-12T16:53Z [---] followers, [---] engagements


"Lets try sub $1 AECO. Everyone targeting liquids but still hurts $lgn.v think can handle the the hurt w/ bal sheet. $aav did a thing no comment. $bir is filling the $ala plant hope their HH/marketing helps. $cei.v in tough spot but also clean BL with recent equity raises Looking at growth oriented nat gas capex into sub $2 Aeco [--] strip. Dont even get me started on marginal US basins. My logic is low entry holds in $TOU $ARX & then volume into frac #COM https://t.co/RFD6uaacSH Looking at growth oriented nat gas capex into sub $2 Aeco [--] strip. Dont even get me started on marginal US basins."  
[X Link](https://x.com/Sportellosprea1/status/1801687003177656754)  2024-06-14T18:43Z [---] followers, [----] engagements


"@chrisinmontreal Good deposit franchise like $jpm. Keep a few k with $TD since Ive got TiDI. Thats whats crushing us (small Cdn FIs) right now if they dont have sticky cheap deposits. Im holding lt good trade especially if it pushes lower"  
[X Link](https://x.com/Sportellosprea1/status/1803232275389091874)  2024-06-19T01:04Z [---] followers, [---] engagements


"@Albertagarbage The elevator brake seems obvious in hindsight but still needed a crankpot showman to convince people to get back in the death boxes $otis"  
[X Link](https://x.com/Sportellosprea1/status/1805313015119491465)  2024-06-24T18:52Z [---] followers, [--] engagements


"@premiamgmt Beach boys 🏄🏻♂"  
[X Link](https://x.com/Sportellosprea1/status/1805685722961297564)  2024-06-25T19:33Z [---] followers, [--] engagements


"Sportello rgstr account portfolio 6-30-24. Added work RRSP mutual fund (US lrg cap) to better rep the US exposure. Easy just buy $SPY comment. Still think its useful to show flaws & progress never deleted a tweet. $AP.UN is main drag/mistake still like it but office 🩸 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1808214168052670575)  2024-07-02T19:00Z [---] followers, [----] engagements


"$TD other detractor i like it here imo but getting dusted by $ry. -new buys: $ORLY $ATD.TO -added to: $GFL.TO $V $AX.UN -Sold: $BN $ZTS $AX.PE 2/X"  
[X Link](https://x.com/Sportellosprea1/status/1808215023229051225)  2024-07-02T19:03Z [---] followers, [---] engagements


"$BN Sold $58 for 23% avg. down when it was in low $40s pre split. No issues with Brookfield would probably buy $BAM again. Questioned if i really liked versus US bois $APO $KKR reduced Fin exp $ZTS not strong enough thesis for val out even at $174. $NVO ⚕in hindsight 3/x"  
[X Link](https://x.com/Sportellosprea1/status/1808216217330803112)  2024-07-02T19:08Z [---] followers, [---] engagements


"@alphafortuna10 I realized now I didn't convert my few USD positions to CAD from the CSV lol. Still overweight agreed. Mostly due to a good chunk of TFSA will withdraw to lever up a house (clearly Canadian lol). I know $IBKR is pretty cheap to conv but I'm lazy. some energy - eventually"  
[X Link](https://x.com/Sportellosprea1/status/1808220017323884570)  2024-07-02T19:23Z [---] followers, [--] engagements


"@DennisD22434084 Im holding just shy of 10k in $STEP with no firearms pointed in my direction. Family & friends told me I had to pick & hold it would be $tcw. Safer bal sheet & closer to broad fund interest. No knocks on Calfrac best insider buying of 3"  
[X Link](https://x.com/Sportellosprea1/status/1808641088795586843)  2024-07-03T23:16Z [---] followers, [---] engagements


"Maybe its my childhood monopoly strategy but I dont mind double positions on class [--] RR. $CNR will keep growing that div with robust BB. Works magic if biz is durable. In other news I did actually move some to position. Major mkt leading rental biz 😉 2/3"  
[X Link](https://x.com/Sportellosprea1/status/1810388289662443896)  2024-07-08T18:59Z [---] followers, [--] engagements


"$URI hits that ind economy/financials spot Im finally buying good leadership cos lol. $CNI in same light I really like NA industrial economy versus anything consumer driven (sans tech/vice staples) 3/3 🚂"  
[X Link](https://x.com/Sportellosprea1/status/1810389161138114815)  2024-07-08T19:03Z [---] followers, [--] engagements


"@compoundpapi Youre right I had no idea until looking now aha. TIL Dallas stars / Moxies crossover episode"  
[X Link](https://x.com/Sportellosprea1/status/1811916889301328249)  2024-07-13T00:13Z [---] followers, [--] engagements


"@alphafortuna10 Frankie the mkt reaction seems muted albeit $AX.UN has faired much better than other reits last few weeks with NCIB. Just seems strange considering the sold cap & liquidity. Especially with a $kkr formal release versus smaller previous articles"  
[X Link](https://x.com/Sportellosprea1/status/1812883907131400668)  2024-07-15T16:16Z [---] followers, [---] engagements


"We asking questions the way up 😂. Last week been heavy green for industrials banks reits infra generally. Not hating on it. Rates cpi sector rotation Post frivolous loss timeline re-buys for cap gain deadline I dunno always a skeptic lol"  
[X Link](https://x.com/Sportellosprea1/status/1812926944687890707)  2024-07-15T19:07Z [---] followers, [--] engagements


"@PythiaR $URI united rentals - speciality solutions division in particular (onsite power storage & mobile office trench safety fluids mgmt scaffold etc). A lot of touch points to up margin on any mega construction project"  
[X Link](https://x.com/Sportellosprea1/status/1814020698043773173)  2024-07-18T19:33Z [---] followers, [---] engagements


"$TRP TC Energy loner green and up 15% from 3-month depths and under 7% yld. Rates down spin-off ❌ for insti. Keystone/oil. Data centre/gas connection Change of gov move. Its still shorted 1/2"  
[X Link](https://x.com/Sportellosprea1/status/1814395993837936660)  2024-07-19T20:24Z [---] followers, [---] engagements


"@jxbusiness Im with you. For reference Toy R Us was also excellent PR for Prem but somewhat relevant to what might be in store for $ZZZ $ffh.to"  
[X Link](https://x.com/Sportellosprea1/status/1815401236465623345)  2024-07-22T14:59Z [---] followers, [---] engagements


"@DerAchsenZeit My big 🧠 math of $33.33mil over [--] months so right pace for now. Grant mentioned wanting to guide s/p into current div at 5% yield range so I see $wcp incentive to actually commit for this year (unless acquisition coming which why mkt is prob in show me mode)"  
[X Link](https://x.com/Sportellosprea1/status/1816263524655497657)  2024-07-25T00:05Z [---] followers, [---] engagements


"Couple A B C's bad bitch double D's Popping E I don't give a F told you I'm a G"  
[X Link](https://x.com/Sportellosprea1/status/1816558752700727335)  2024-07-25T19:38Z [---] followers, [--] engagements


"G3 Canada port of Van $Bg"  
[X Link](https://x.com/Sportellosprea1/status/1816559748650504554)  2024-07-25T19:42Z [---] followers, [--] engagements


"You better believe Sportello is knocking side pocket 🎱s at Bear & Kilt after midnight. Toonies down rye&whiskeys up 🍻. Happy Friday. Lock up the warehouse"  
[X Link](https://x.com/Sportellosprea1/status/1816983465113354504)  2024-07-26T23:46Z [---] followers, [---] engagements


"Theres illiquid and then theres under $1000 of volume lol. ARC we really doing the Private Equity approach to public markets here 😂. Market mover over here"  
[X Link](https://x.com/Sportellosprea1/status/1818329057169174564)  2024-07-30T16:53Z [---] followers, [---] engagements


"Sportello Golden Fang IV Fund owns 0.0034859% of the common shares of $STEP Energy Services Ltd"  
[X Link](https://x.com/Sportellosprea1/status/1818330507949506925)  2024-07-30T16:59Z [---] followers, [--] engagements


"@PythiaR @vermanssermons Hopefully another one-time landfill leachate quarter again like Q2-23 at some point. Sounds like their are even coming up with less pricey solutions for that in house though so maybe not. I bought then but now tough to add versus $gfl"  
[X Link](https://x.com/Sportellosprea1/status/1818372286506000803)  2024-07-30T19:45Z [---] followers, [---] engagements


"@PythiaR @vermanssermons Yup exactly. Love the sector as a true hold. One of the few Id feel very comfortable with if in advisory capacity or if Im ever actually HNW. Im sure your clients arent complaining with their $wcn). RBC got my Dad into $GFL shortly after ipo in size lucky guy"  
[X Link](https://x.com/Sportellosprea1/status/1818382797737693391)  2024-07-30T20:26Z [---] followers, [---] engagements


"Same asset NOI: likely the Montreal. Cgy will be dud for now new developments/acq & data Centre highlighted. The stuff they are selling doesn't contribute much NOI accretive if paying higher int. debt👍 x/6 $AP.UN"  
[X Link](https://x.com/Sportellosprea1/status/1818487455302983778)  2024-07-31T03:22Z [---] followers, [---] engagements


"More info on specific asset NOI contributions. why I effectively focus on the two big mkt affo. Lil bump from parking & retail too (post covid makes sense) 7/X"  
[X Link](https://x.com/Sportellosprea1/status/1818487875916222519)  2024-07-31T03:24Z [---] followers, [---] engagements


"Leasing continued. 87% if factoring new committed but remember more rolling off 24-25. Despite that anything new will also generally be a boost to in place rents. Cecilia sounds more optimistic about previous estimates for YE rent stabilization. Conf call important here 9/10"  
[X Link](https://x.com/Sportellosprea1/status/1818490715371970796)  2024-07-31T03:35Z [---] followers, [---] engagements


"Final thoughts mkt in show me mode. Office still in dog house with high % short & no immediate catalyst (cept rate cuts). Land cluster real-estate is not a quarter swing. [--] years. [--] Years. Too many are touting for quick condo land redev. Go slow. Not making any more King Wests"  
[X Link](https://x.com/Sportellosprea1/status/1818492440296538187)  2024-07-31T03:42Z [---] followers, [---] engagements


"Plz don't use $AP.UN $44 IFRS NAV/unit. Unsolic sales for small parcels likely be at or near Allied IFRS (toronto/mtl caps rts) but if you actually needed to liquidate the whole portfolio it won't (vacant). chicken/egg splat on $SOT.UN. but math still works on # in high $20s"  
[X Link](https://x.com/Sportellosprea1/status/1818500183992275440)  2024-07-31T04:13Z [---] followers, [---] engagements


""Ready for the World's Game this is my Olympics" $TCW.TO balance sheet is a thing of glory"  
[X Link](https://x.com/Sportellosprea1/status/1818502667871592827)  2024-07-31T04:23Z [---] followers, [---] engagements


"that puppy's done $70MM in free cash flow ytd too with $181MM in AR to harvest"  
[X Link](https://x.com/Sportellosprea1/status/1818503517318922500)  2024-07-31T04:26Z [---] followers, [---] engagements


"@SA_VanInvestor @Astervox42 I say somewhere in middle but expect great Cdn Q2 from $step (us frac likely meh)"  
[X Link](https://x.com/Sportellosprea1/status/1818513370925920352)  2024-07-31T05:05Z [---] followers, [--] engagements


"$AP.UN Allied Properties Q2-24 Conference Call Highlights. I'm paraphrasing the recorded call not a transcript fyi. I'm not AI so don't bite me if you're not listening yourself. Summary: Analysts just as confused as market -5% on [---] mil vol. And now you're stuck with Moi 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1818776585539142033)  2024-07-31T22:31Z [---] followers, [----] engagements


"I'm going to skip most of the non Q&A as we went through FS yest. Key remarks from Cecilia: 1) Unwavering commitment to the Balance Sheet: Proactively managing 2025-2026 debt maturities debt/ebitda 8x target by mid [----]. Selling non-core assets & pro-active debt refi 2/X"  
[X Link](https://x.com/Sportellosprea1/status/1818777171751846169)  2024-07-31T22:34Z [---] followers, [---] engagements


"NB/Kornack (like this guy): asks about NOI coming if The Well is already mostly in play. $AP.UN explained QRC phase [--] while out of redev will be adding NOI Q3-24 on. [--] Duncan resi lease up. remaining dev is $20MM EBITDA 2025-26. Great Question and much needed colour 13/X"  
[X Link](https://x.com/Sportellosprea1/status/1818784063836340719)  2024-07-31T23:01Z [---] followers, [---] engagements


"RBC: $AP.UN Types of buyers on dispositions & is VTB in play Private smaller FO NA & Europe. Interesting non money wanting to invest in . Zero appetite for VTB. Positive for land-redev in great spots beyond Allied (Dream H&R Riocan etc.) 14/X"  
[X Link](https://x.com/Sportellosprea1/status/1818784950675468322)  2024-07-31T23:04Z [---] followers, [---] engagements


"RBC: [---] W Georgia how goes it [--] floors 60k sq ft. interest on all from [--] prospect users. One expansion some for entirety some for portion. Positive but middle of [----] given for outside dates for lease by Cecilia. Getting deals inked & cashflow slower than pre [----] 15/X"  
[X Link](https://x.com/Sportellosprea1/status/1818785688558399973)  2024-07-31T23:07Z [---] followers, [---] engagements


"RBC: Condos how is the remaining 9% looking & deposits. Like this Question. Surprisingly deposits in good standing only 7% foreign buyers mostly HWN individual investors. No indications of deposits walking away. Not sure that's the case across TO 🤫 15/X"  
[X Link](https://x.com/Sportellosprea1/status/1818786686928605471)  2024-07-31T23:11Z [---] followers, [---] engagements


"CIBC: Asking if shorter new leases a trend No too small sample. WALT still [---] years no apparent trend of shorter leases. $AP.UN finishes it off with more & more orgs returning to office centric model and therefore looking to expand. Broadbased across user type & cities 18/19"  
[X Link](https://x.com/Sportellosprea1/status/1818788257167011958)  2024-07-31T23:18Z [---] followers, [---] engagements


"That's all folks. Analysts focused on acquisition debt dispositions leasing rates financing & outlook. I feel okay on disposition/refi of construction debt front. Is the inflection there for leasing That I don't know. But I think [--] Ducan resi leases fine. Until next Q"  
[X Link](https://x.com/Sportellosprea1/status/1818789675718324728)  2024-07-31T23:23Z [---] followers, [---] engagements


"@VanIsleInvestor @WSB_redditor I do yea. Also only meaningfully red thing in my registered accounts so take that as you will. Office obviously not the first place Id direct people in REITs but really a [--] yr bet on TO/Mtl core. not like USA with [--] [--] million plus metros. No Tampa or Austin to relocate to"  
[X Link](https://x.com/Sportellosprea1/status/1818838400553590999)  2024-08-01T02:37Z [---] followers, [--] engagements


"@Sportellosprea1 I wouldnt buy one share of that outfit. Know lots of people that work in Calgary for them they are an esgwoke circle jerk of an outfit. @Sportellosprea1 I wouldnt buy one share of that outfit. Know lots of people that work in Calgary for them they are an esgwoke circle jerk of an outfit"  
[X Link](https://x.com/Sportellosprea1/status/1819512557293469872)  2024-08-02T23:16Z [---] followers, [---] engagements


"$STEP.TO As expect the US frac would be a net drag. Mega proj in give record prop # but margin more competitive. Overall the AR harvest got nd $75MM target will be $50MM debt. NCIB light since Q2 end either due to big capex or just caution due to light US outlook #ofs"  
[X Link](https://x.com/Sportellosprea1/status/1821037192048771222)  2024-08-07T04:14Z [---] followers, [---] engagements


"With $STEP capex cut to $100MM [----] front loaded so still poised for full delev. NCIB should be able to keep $2-3MM Q pace not much w/ 22k daily but impressive s/p performance in July-Aug if its really stopped (last file July 2) #ofs follow $phx.to model once net debt hit"  
[X Link](https://x.com/Sportellosprea1/status/1821038086257508613)  2024-08-07T04:18Z [---] followers, [---] engagements


"@TeddyGambino Thx for sharing. With you on sentiment that ARC overhang will prevent meaningful inst. interest but from a $step / $cfw merge co idea my concern is if USA side equip can compete against big boys. I would shed some old $cfw / aggresive upgrade the build around CT"  
[X Link](https://x.com/Sportellosprea1/status/1821246112646214143)  2024-08-07T18:04Z [---] followers, [---] engagements


"@tsxman @tsxman @alphafortuna10 @JaredCohenMC Thanks for the recording Guys this was a cool listen. Few of my thought below. For $HR.UN by issue I just mean why the market isn't bidding this up. $REI.UN looks really good here probably where I'm allocating more. Residental = $MEQ 🤔"  
[X Link](https://x.com/Sportellosprea1/status/1822031521236009187)  2024-08-09T22:05Z [---] followers, [---] engagements


"My reits every month:"  
[X Link](https://x.com/Sportellosprea1/status/1824175238135058602)  2024-08-15T20:04Z [---] followers, [--] engagements


"Me when they pay me a non-cash distribution for disposition tax purposes but it just fucks up easy cash-on-cash ACB for my registered accounts"  
[X Link](https://x.com/Sportellosprea1/status/1824176124986802583)  2024-08-15T20:07Z [---] followers, [--] engagements


"@TeddyGambino @Gregupnorth Ive been on it each week was never a monthly dump then nothing since July [--] filing. August invest prez still emphasizes discount/intention to buy so deal related makes 100% sense"  
[X Link](https://x.com/Sportellosprea1/status/1826294180894871856)  2024-08-21T16:23Z [---] followers, [--] engagements


"$TD.TO that feel when going into earnings with a $2.6B dufflebag full of AML 💵 🐘 in the room. Im in the green this e/c will be a make/break for moi as Ive got $RY already. Global franchise still but imo within financial I 🕵🏻♂ $v $apo $ffh.to $ibkr 🏦 💊 🤔"  
[X Link](https://x.com/Sportellosprea1/status/1826469849381711966)  2024-08-22T04:02Z [---] followers, [---] engagements


"$IBKR everyone seems to hate but fintwit all use it. Bought at new year and sold in $120s as wasnt confident on reaction to big drop in $spy to assets held but seems global access/reach + 🎯 options/active/small insti niche. Only way to novozymes or polish tech or [---] Alain"  
[X Link](https://x.com/Sportellosprea1/status/1826471368646345053)  2024-08-22T04:08Z [---] followers, [---] engagements


"You want to me the left bull curve and buy slurpee stock because you slurpees. Fuck off Diamond hands heres $3382 but its in Tokyo and also owns Dennys. No taquito 🚀 memes. Intl for serious folk only without $ibkr"  
[X Link](https://x.com/Sportellosprea1/status/1826473835375550925)  2024-08-22T04:17Z [---] followers, [---] engagements


"Yea there we go actually not bad if we hold above initial July release. My concern is Cdn div wealth up but $TD premium was for US. $BMO also learning us banking aint all ☀ 🌈 still think 5% will get that GIC boomer $ (should it is dif story)"  
[X Link](https://x.com/Sportellosprea1/status/1826646512660631766)  2024-08-22T15:44Z [---] followers, [---] engagements


"$CFW.TO thread. did a little digging because George Armoyan and Charles P are hitting market buys and my frac co has gone radio silence 🤐 below book value. I just hate the debt when you got $65mm in fleet up capex on 35% gas substi fleet 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1828661353038450982)  2024-08-28T05:10Z [---] followers, [----] engagements


"$CFW likely trough ebitda but also concern with true USA frac tech gap shift to ⚡/vert integrated. Overall mkt fleet attrition to balance. But penjamin math: $1.7bil rev 16% ebitda rdn to $275mm. 1.3d/ebitda is ok. [----] EV/ebitda is what it is. EV roughly book pp&e 2/X"  
[X Link](https://x.com/Sportellosprea1/status/1828662950585831744)  2024-08-28T05:16Z [---] followers, [---] engagements


"$step.to also h1-24 #s say $1B rev 18% ebitda for $180mm. $75mm debt $375 EV = [----] EV/ebitda with d/ebitda at 0.41x and actually payable to $50mm final nd. So with all share/no premium I hate for $step especially with your bv assets gap. Combined co $2.7b rev be 👹 💪 3/X"  
[X Link](https://x.com/Sportellosprea1/status/1828664569612386335)  2024-08-28T05:23Z [---] followers, [---] engagements


"IMO $step.to should sell US Frac (keep CT and tuck-in acq.) and look for divco to priv exit for Canada for ARC fin. Or full sell to entrant to LNG based . $LBRT already heredream scenario for me but figure theyd have done prior (ARC maybe holdup)"  
[X Link](https://x.com/Sportellosprea1/status/1828665597011361849)  2024-08-28T05:27Z [---] followers, [---] engagements


"no knock on $cfw or the debt. Look at $esi.to and interest from Prem. +1 to $cfw for their CEO. Just dont see ARC preferring the combined co with other opinionated activists and limited interest to even the premium names. $cfw [----] argie + gas will be positive. Like $lbrt here"  
[X Link](https://x.com/Sportellosprea1/status/1828667209905734123)  2024-08-28T05:33Z [---] followers, [---] engagements


"Back to work for me tomorrow. Noticed $AP.UN late Q2 deck hit (Sept Presentation). Few tidbits below very happy to see the Odd Fellows building in Calgary fully leased (106 - [--] Avenue SW). [--] floor edwardian bit awkward on intersection w/ Bow behind Suncor. Prev yyc chamber 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1833243303292387578)  2024-09-09T20:37Z [---] followers, [----] engagements


"Dunno if this means what you think it means but helps break down their occupancy. [--] buildings contributing to most of vacancy. progress will be slow on these imo but I was considering OddFellows a 13th. Still [--] floors of [---] W Georgia vacant per $AP.UN site 3/X"  
[X Link](https://x.com/Sportellosprea1/status/1833245638739509665)  2024-09-09T20:46Z [---] followers, [---] engagements


"$AP.UN Really love this slide by Allied. Very much takes the Qs from Q2 analysts and distills. Also a debt reduction waterfall later in deck. Remember when $GFL did this. Communicate clearly market isn't giving any benefit of the doubt on dist./delev. Show not tell 4/5"  
[X Link](https://x.com/Sportellosprea1/status/1833246461481365953)  2024-09-09T20:49Z [---] followers, [----] engagements

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