# ![@KramerKarma1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1326223113231609857.png) @KramerKarma1 KramerKarma

KramerKarma posts on X about debt, $soil, $obe, oil the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1326223113231609857/interactions)
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- [--] Week [-----] -56%
- [--] Month [------] +43%
- [--] Months [-------] +56%
- [--] Year [-------] -44%

### Mentions: [--] [#](/creator/twitter::1326223113231609857/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326223113231609857/c:line/m:posts_active.svg)

- [--] Week [--] -42%
- [--] Month [---] +13%
- [--] Months [---] +82%
- [--] Year [---] -36%

### Followers: [------] [#](/creator/twitter::1326223113231609857/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326223113231609857/c:line/m:followers.svg)

- [--] Week [-----] +0.27%
- [--] Month [-----] +1.90%
- [--] Months [-----] +5.10%
- [--] Year [-----] +8%

### CreatorRank: [---------] [#](/creator/twitter::1326223113231609857/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326223113231609857/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[debt](/topic/debt), [$soil](/topic/$soil), [$obe](/topic/$obe), [oil](/topic/oil), [lcx](/topic/lcx), [gas](/topic/gas), [$rok](/topic/$rok), [money](/topic/money), [gold](/topic/gold), [$tnz](/topic/$tnz)

**Top accounts mentioned or mentioned by**
[@bubleqe](/creator/undefined) [@assettraveller](/creator/undefined) [@gugo907](/creator/undefined) [@couldbemistaken](/creator/undefined) [@zorzee](/creator/undefined) [@razoroil](/creator/undefined) [@stevewps](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@kevinagraham](/creator/undefined) [@nuggetcapital](/creator/undefined) [@joshyoung1](/creator/undefined) [@bdepardell](/creator/undefined) [@investinong](/creator/undefined) [@michael71718318](/creator/undefined) [@valuenotdeadyet](/creator/undefined) [@jameshmackay](/creator/undefined) [@ericnuttall](/creator/undefined) [@avionsunantiqu1](/creator/undefined) [@garquake](/creator/undefined) [@notfreecashflow](/creator/undefined)

**Top assets mentioned**
[Soil (SOIL)](/topic/$soil) [LCX (LCX)](/topic/lcx) [Rockwell Automation (ROK)](/topic/$rok) [Joystream (JOY)](/topic/$joy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Baytex Energy Corp. (BTE)](/topic/$bte) [VeChain (VET)](/topic/$vet) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [Certara, Inc. (CERT)](/topic/$cert) [Aethir (ATH)](/topic/$ath) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Caduceus Protocol (CAD)](/topic/$cad) [Accelerant Holdings (ARX)](/topic/$arx) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Adding Indonesia-25400b/d I 406.4k vehicles for a total of [------] million vehicles worth of decline. Or 2.24M barrels decline from q1 2020"  
[X Link](https://x.com/KramerKarma1/status/1395466515009478657)  2021-05-20T19:48Z [----] followers, [--] engagements


"$OBE q3 24150BOE (my most recent estimate was 24200) Like revised numbers alot Crushing it on the latest wells 212bbl condy on the gasser https://www.newsfilecorp.com/release/101094/ https://www.newsfilecorp.com/release/101094/"  
[X Link](https://x.com/KramerKarma1/status/1453704356814000132)  2021-10-28T12:45Z [----] followers, [--] engagements


"Little bit of context on the pullback"  
[X Link](https://x.com/KramerKarma1/status/1491229293162029056)  2022-02-09T01:55Z [----] followers, [--] engagements


"344k boe/ [---] completed wells =841 bbl/d . without thoes [--] ducs . 74850boe lost aka decline . get drillin' boys"  
[X Link](https://x.com/KramerKarma1/status/1493408376822378496)  2022-02-15T02:14Z [----] followers, [--] engagements


"$OBE $OBELF Obsidian Energy just a rough calculation based on midpoint average and heavy oil in press release. I have midpoint year average at 31900BOE"  
[X Link](https://x.com/KramerKarma1/status/1496873178735333379)  2022-02-24T15:42Z [----] followers, [--] engagements


"S.America & Mexico. Brazil seems to add 300-500bbl/4yr"  
[X Link](https://x.com/KramerKarma1/status/1504815827329159172)  2022-03-18T13:43Z [----] followers, [--] engagements


"@CouldBeMistaken @eddie_tennison Should be about $1.06/mcf x6=1 boe [----] x 4500boe unhedged [---] days = 10.4M FFO"  
[X Link](https://x.com/KramerKarma1/status/1507744181434781696)  2022-03-26T15:40Z [----] followers, [--] engagements


"@Albertagarbage @garquake 100bbl/85 wells . not teir [--] that's for sure"  
[X Link](https://x.com/KramerKarma1/status/1514062575645908992)  2022-04-13T02:07Z [----] followers, [--] engagements


"Ok so NOW I get why Eric does the [----] net debt thing (because I just did it 😄) so it's to price a name NOW based on near future value (what is likely) then what is the return yearly after. Mine was more confusing giving [--] year end of $100 & 3yr $90wti https://x.com/ericnuttall/status/1517503316732882948t=GFh6RSEhgbPin9OnWCta7g&s=19 https://x.com/ericnuttall/status/1517503316732882948t=GFh6RSEhgbPin9OnWCta7g&s=19"  
[X Link](https://x.com/KramerKarma1/status/1517509226591105024)  2022-04-22T14:22Z [----] followers, [--] engagements


"A note here betting on MY price assumptions [---] wti+ / $4.5 natty OBE moves up the ladder. And at the prices given I have JOY at $125M FCF on $268MCAP and almost identical fcf at 120/4.5 ($125M). Growth not included (a [----] value)"  
[X Link](https://x.com/KramerKarma1/status/1517511951328464896)  2022-04-22T14:33Z [----] followers, [--] engagements


"@staunovo + 1.25month to month aprox"  
[X Link](https://x.com/KramerKarma1/status/1524192784990756865)  2022-05-11T01:00Z [----] followers, [--] engagements


"Some details about these wells and Q1 where OBE bought land for $13M adding to a capex heavy quarter throwing the market off its huge year / year advances Pics 1+2 q1 22' land add. Pics 3+4 q4 21' prop acq"  
[X Link](https://x.com/KramerKarma1/status/1532740356068065281)  2022-06-03T15:05Z [----] followers, [--] engagements


"@Amena__Bakr Why isn't opec pumping more then They were doing $57-63 brent 2019/20 inflation 30%=$82bbl. And if they pump more than 19/20 they make more than inflation adjusted. Recession talkwarspr releases tax holidays+fuel checksenergy unrest. Your saying they don't wana ruin mkt"  
[X Link](https://x.com/KramerKarma1/status/1541633691725828096)  2022-06-28T04:04Z [----] followers, [--] engagements


"@oilmoneyAB That's me every time wti dips 😄 try to stock up [--] jetski & dirt bike. really not enough liters to matter tho 70ish L .probably untaxed reserve fuel in the pic tho. Some here go across the border $1.37CAD there now vs $1.5-$1.7 here. $33 diff for a truck"  
[X Link](https://x.com/KramerKarma1/status/1555951924985434113)  2022-08-06T16:20Z [----] followers, [--] engagements


"1)Got a new USD/CAD ticker. 2)AECO holding up 👍 3) $OBE hedge book. Sept $88.5WTI Oct $82.5 (low end of collar inside to $97.5wti at current fx)"  
[X Link](https://x.com/KramerKarma1/status/1572663954685689857)  2022-09-21T19:08Z [----] followers, [--] engagements


"Another interesting chart How many barrels of oil you can get for 1oz gold. The historic average is [--] bbls. At $1700oz that = $141.66/bbl. Technology war and the economy is the main supply/demand sways. The best thing about averages is they always average out"  
[X Link](https://x.com/KramerKarma1/status/1572668349036871680)  2022-09-21T19:25Z [----] followers, [--] engagements


"$OBE Obsidian Energy So from q4 [----] to q3 [----] (EST) I have $126M of debt paid off + 7650boe/d of added production. Valued at 40k/boe (conservative) this is $306M so the company has added a total of $432M in [--] months on a 1.1B mcap @oilmoneyAB @PSworldwide13 If I'm doing my math correctly: Conservative👇 topside👇 90.7M income 109.5M 57M capex 33.7M toward debt 309M net debt. 290M @oilmoneyAB @PSworldwide13 If I'm doing my math correctly: Conservative👇 topside👇 90.7M income 109.5M 57M capex 33.7M toward debt 309M net debt. 290M"  
[X Link](https://x.com/KramerKarma1/status/1589690023796174848)  2022-11-07T18:43Z [----] followers, [--] engagements


"Oil production purchases are not one price fits all. You must take land decline oil type netback ect into consideration. But as an example 3850boe = $245M so calling 2x that $306M is conservative"  
[X Link](https://x.com/KramerKarma1/status/1589692119958290433)  2022-11-07T18:51Z [----] followers, [--] engagements


"Pics of my charts. I'm bullish. I think this is their oil price related guides. I have $wti $DXY $OBE $JOY $BNE $SGY. Sgy is above the WTI zone and the others . So does SGY deserve this +$ and are the others coiled 🤔"  
[X Link](https://x.com/KramerKarma1/status/1599782962769207304)  2022-12-05T15:09Z [----] followers, [--] engagements


"I'm old enough to remember $2/L fuel . so when does everyone yell 🗣📢💨"DEMAND CREATION" . 43% drop but who's counting. My last fill was [----] and that was below the [----] norm I was seeing so I filled the jetski (full tank winter fuel doesn't allow condensate)"  
[X Link](https://x.com/KramerKarma1/status/1601751471657463808)  2022-12-11T01:31Z [----] followers, [--] engagements


"Taking a win of a day. All $OBE $JOY & $BNE since the drop killed the margin held cr & sgy"  
[X Link](https://x.com/KramerKarma1/status/1602705193682042880)  2022-12-13T16:41Z [----] followers, [--] engagements


"@Bucks_And_Sense @jorge_moj I'm trying to tell you if a [--] bbl/d well declines 15% it's still not a base because the majority of oil comes from years 12&3. 760bbl/d to roughly 76bbl/d by month [--]. Takes [--] old wells to "hold via base production" [--] well. Dan has well count and total production.K disagree"  
[X Link](https://x.com/KramerKarma1/status/1608201862729048064)  2022-12-28T20:42Z [----] followers, [--] engagements


"$ROK / $ROK.WT Example 👇 If you have $5000 and want to go long ROK what's a better bet Current ask .405 vs .18 So [-----] shares vs [-----] Now -25' expiry whatever your target sale is or conversion why would the shares be better"  
[X Link](https://x.com/KramerKarma1/status/1626627591556694033)  2023-02-17T17:00Z [----] followers, [----] engagements


"@dan_hildebrandt Depends on your price and how compact. I had a Hyundai Tuscon it was great 14' my brother a satafe 20' it's been good he feels its slow. The subaru have their own style as a point I like about them vs kia Hyundai honda mazda nissan Buick suv . + awd standard"  
[X Link](https://x.com/KramerKarma1/status/1627702453792653316)  2023-02-20T16:11Z [----] followers, [--] engagements


"So I have an average of $27 cost for a max price of [--] = +70 but call it 14c annualized average $21/boe fcf So $21365=76658years=$61320/boe on an 8x (for a 20yr asset) . completing a thread here as I was pressed for time"  
[X Link](https://x.com/KramerKarma1/status/1628130523187974167)  2023-02-21T20:32Z [----] followers, [---] engagements


"@Michael71718318 I don't buy this argument No company can buy stock when they're debt laiden & cheapest/highest income is when the stock is high. BIR did special div instead of debt for the [--] weeks I held them it didnt keep me long term or serve the company (& I spent it immediately)"  
[X Link](https://x.com/KramerKarma1/status/1629262683894693888)  2023-02-24T23:31Z [----] followers, [---] engagements


"How it started---how it's going😎"  
[X Link](https://x.com/KramerKarma1/status/1630259917645926400)  2023-02-27T17:33Z [----] followers, [----] engagements


"$SOIL is actually the same price. My thoughts on soil is its similar to $OBE in mid 21' with 81M shares $4/sp 324M mcap 350M debt 674EV 27k boe w/prop deal (18k liquids) Soil 300mcap 860EV (24.7k liquids). aro & management need to prove themself. Fcf of 230M @ 80wti"  
[X Link](https://x.com/KramerKarma1/status/1630269120523517953)  2023-02-27T18:10Z [----] followers, [---] engagements


"$BTE buying $ROCC 3.35B CAD No idea of hedges but 58M 9.28% FCF to price. 42.6k boe 30.7k b/d 58550/boe 81433/oil bbl. If that's USD 2.5B that = $109k/bbl oil & 10.7x FCF. I was told 8x was impossible & 96k/boe was crazy. When Canadian companies can't get debt it's not bad"  
[X Link](https://x.com/KramerKarma1/status/1630387224997920770)  2023-02-28T01:59Z [----] followers, [----] engagements


"This is my list of main names. Bought/added a little $JOY and $IPCO. Happy to see what Alex V can do. Ipco NCIB'ing away. Sold the recent AOI & HME shares. On margin ya gotta taken your wins on stuff your not at scale in /doesn't add borrowing capacity"  
[X Link](https://x.com/KramerKarma1/status/1630949480852774912)  2023-03-01T15:13Z [----] followers, [----] engagements


"CPG out with a banger Crescent Point Energy Corp. ("Crescent Point" or the "Company") (TSX: CPG) (NYSE: CPG) is pleased to announce its operating and financial results for the year . https://ca.finance.yahoo.com/news/crescent-point-announces-2022-results-113000826.html https://ca.finance.yahoo.com/news/crescent-point-announces-2022-results-113000826.html"  
[X Link](https://x.com/KramerKarma1/status/1631316984871698440)  2023-03-02T15:34Z [----] followers, [----] engagements


"I approve of this message. 👍 $SOIL.V YE22 reserves: PR allow us to combine stand-alone + Ridgeback to calculate proforma PDP blowdown NAVPS (w/ no value ascribed for und. land) of $8.12 (basic) / $6.82 (f.d.). Trades at $2.47 sub-0.4x. Crazy value Challenge #COM for any other comp trading at even sub-1.0x $SOIL.V YE22 reserves: PR allow us to combine stand-alone + Ridgeback to calculate proforma PDP blowdown NAVPS (w/ no value ascribed for und. land) of $8.12 (basic) / $6.82 (f.d.). Trades at $2.47 sub-0.4x. Crazy value Challenge #COM for any other comp trading at even sub-1.0x"  
[X Link](https://x.com/KramerKarma1/status/1635655237246631936)  2023-03-14T14:52Z [----] followers, [---] engagements


"Between hedges and warrants who else is: 1)this cheap 2)hedged better 50% of the losses at $69.90 3) cancels out 18.8% dilution if the share ends under $3.2 June 4&July [--] or sees 25% upside. In 1q (now till then) $SOIL $SOIL.V As prices drop they loose less per Bbl than other names without hedge loss. Also the lower the premium the less there is too lose. Large cap at 8x fcf loosing $2/bbl is a $16 loss of future fcf. Small cap at 4x fcf loosing $1.80 after hedges is loosing $7.2 Fut fcf https://t.co/ULVVAOvnwy $SOIL $SOIL.V As prices drop they loose less per Bbl than other names without"  
[X Link](https://x.com/KramerKarma1/status/1635721255306264578)  2023-03-14T19:15Z [----] followers, [----] engagements


"$SOIL $SOIL.V Mcap 140.4M $2.47=$346.8M Or fully diluted Mcap 188.2M $2.47=$464.8M Very hard to find 81% liquids (mostly oil) 31k bbl/d at that mcap. Also trying to bid it down 1c saves the mcap 1.4M or 1.8M so dont miss an offer at market for .38% lower price. 😉"  
[X Link](https://x.com/KramerKarma1/status/1635724993756626949)  2023-03-14T19:30Z [----] followers, [---] engagements


"@avionsunantiqu1 Competition crews or wells are more correct than rigs as they can lead ducs. Permian is getting about 400bbl/d starting and 425bbl/d ish on the clean up average. If that's how your counting it. That's 100bbl/d 1k wells a month so Permian would add 100k bbl/d"  
[X Link](https://x.com/KramerKarma1/status/1637872113229897748)  2023-03-20T17:41Z [----] followers, [--] engagements


"$SOIL $SOIL.V . oversold. This little piggy went to the market. $69.90 USD hedged 54% $1.84 FCF at $80 (on [----] current) Diluted 837M EV for 31k boe/d $CJ 1.15B 21k 19k liquids. Hedges fall in size top band stays the same and debt interest offsets Hedge loss OR downside safe"  
[X Link](https://x.com/KramerKarma1/status/1638205292302282752)  2023-03-21T15:45Z [----] followers, [----] engagements


"@Gugo907 $TSLA moat Unchanged cars for years bc sales are tiney. Flat sales from q4 Competition coming to market They both need a haircut"  
[X Link](https://x.com/KramerKarma1/status/1638670721856466944)  2023-03-22T22:35Z [----] followers, [---] engagements


"$ROK with a non-cor sale This was great they save on interest what they'd make in fcf and makes the hedges larger until they drill more . aka de risks them. Press release: https://t.co/sW3UvoEGyh Press release: https://t.co/sW3UvoEGyh"  
[X Link](https://x.com/KramerKarma1/status/1638978490690072601)  2023-03-23T18:58Z [----] followers, [----] engagements


"$ROK $ROK.WT https://x.com/KramerKarma1/status/1626627591556694033t=W3rpYgPNxlVOePtJcb8ZvQ&s=19 $ROK with a non-cor sale This was great they save on interest what they'd make in fcf and makes the hedges larger until they drill more . aka de risks them. https://x.com/KramerKarma1/status/1626627591556694033t=W3rpYgPNxlVOePtJcb8ZvQ&s=19 $ROK with a non-cor sale This was great they save on interest what they'd make in fcf and makes the hedges larger until they drill more . aka de risks them"  
[X Link](https://x.com/KramerKarma1/status/1638984043801858054)  2023-03-23T19:20Z [----] followers, [----] engagements


"$SOIL post. Market sleeping on $9.88 PDP (YEAR END) value. Not willing to pay up a few pennies and buy in the $2.41 area"  
[X Link](https://x.com/KramerKarma1/status/1640758900096999427)  2023-03-28T16:53Z [----] followers, [----] engagements


"@RyanRMooney @nrg_invest Think only $YGR 🤔"  
[X Link](https://x.com/KramerKarma1/status/1640940572977373184)  2023-03-29T04:54Z [----] followers, [---] engagements


"Dang might go above hedges before q2"  
[X Link](https://x.com/KramerKarma1/status/1640961299956789251)  2023-03-29T06:17Z [----] followers, [---] engagements


"$WCP / $soil Q4 Ffo per share & netback 👀"  
[X Link](https://x.com/KramerKarma1/status/1641070810893828097)  2023-03-29T13:32Z [----] followers, [---] engagements


"@ValueNotDeadYet Yeah if you look at FCF yeild and believe in $70-$80 yes . if your a $85+ oil believer you'd want $OBE $JOY $SGY $MEG $ATH $IPCO $CPG . and so on. ROK & SOIL are the deepest value "realist" pick a $RZE will out perform [--] @ $100 given enough time. So oil price matters"  
[X Link](https://x.com/KramerKarma1/status/1641905446188638217)  2023-03-31T20:48Z [----] followers, [---] engagements


"A very basic example of how $ROK and $SOIL are trailing oil price. Look DEC [--] -YE vs now. Both have meaningfully improved since then IMO. ROK.wt could be trading 27c soon and soil making 70% fcf/mcap at 2.7sp and $83wti. 👀"  
[X Link](https://x.com/KramerKarma1/status/1646360590711914497)  2023-04-13T03:52Z [----] followers, [----] engagements


"Talking my book specifically. the rate of change at this $76-$84 area is great for $SOIL $ROK even $IPCO check the daily NCIB ( $OBE once the buy back starts) so I've balanced tq to oil price OBE with high fcf/mcap debt names as my current set up left quality to the old guys 🤭"  
[X Link](https://x.com/KramerKarma1/status/1647985192315879431)  2023-04-17T15:27Z [----] followers, [----] engagements


"$ROK $ROK.V $ROK.WT Just grabbed some .wt for $0.185 Could go +7c to +13.5c that's a ton of torque for a soon debt free name getting $87 USD /bbl on a bunch of production. 💚 $ROK $ROK.V $ROK.WT $109M Enterprise Value Today's purchase June debt level. [----] boe/d =$29100/boe 28.4% FCF / EV https://t.co/9l1FXr2TR8 $ROK $ROK.V $ROK.WT $109M Enterprise Value Today's purchase June debt level. [----] boe/d =$29100/boe 28.4% FCF / EV https://t.co/9l1FXr2TR8"  
[X Link](https://x.com/KramerKarma1/status/1648356634836467713)  2023-04-18T16:03Z [----] followers, [----] engagements


"@BubleQe @SadBillAckman It's not that much more demand something like 25L/100km so per hr on a hiway x 3k trucks 156k L per hour or 1100bbl/hr. 14hr drive time so 15.4k bbl/d essentially"  
[X Link](https://x.com/KramerKarma1/status/1648382450064564224)  2023-04-18T17:46Z [----] followers, [---] engagements


"On every day oil is down remember $ROK is getting $87 USD on much of its oil bbls. Search $ROK.WT for what I think is a way to buy them with 2.1x the torque. On $ROK.V through just 1Q23E as a result of acquiring [----] boe/d for $26.5 MM and selling [---] boe/d of non-core non-op unitized interest for $47.25 MM theyve increased their prospective drilling inventory 1P & 2P NAV (after debt) by +25% and +35% to $0.59/sh and $1.17/sh. On $ROK.V through just 1Q23E as a result of acquiring [----] boe/d for $26.5 MM and selling [---] boe/d of non-core non-op unitized interest for $47.25 MM theyve increased"  
[X Link](https://x.com/KramerKarma1/status/1649043566298116096)  2023-04-20T13:33Z [----] followers, [----] engagements


"I wrote out a "possible hypothetical" that started as a decline comparison. A) is what we had B) is possible $80+ [--] years Declines /what needs replacing A)5.24M bbl/d B)6.39M Oil we would keep = +1.07M bbl/d 3yr new well count A)27922 B)36761 Next is if we've peaked"  
[X Link](https://x.com/KramerKarma1/status/1650545139260043468)  2023-04-24T17:00Z [----] followers, [---] engagements


"@Michael71718318 @WTIBull Yea if we send drills chasing less bbl/d. the 20bbl/d loss Permian saw in 22' had a large effect. 111k bbl/d less yearly. (20bbl/d [---] drills x12months) https://x.com/KramerKarma1/status/1650854828057264130t=iDPxrT6_Hk200eLCVu2m_w&s=19 Also year [----] average well was lower than year [----] . [----] 169k [---] bbl/d [----] 176k [---] bbl/d https://t.co/C2v0TVdwAZ https://x.com/KramerKarma1/status/1650854828057264130t=iDPxrT6_Hk200eLCVu2m_w&s=19 Also year [----] average well was lower than year [----] . [----] 169k [---] bbl/d [----] 176k [---] bbl/d https://t.co/C2v0TVdwAZ"  
[X Link](https://x.com/KramerKarma1/status/1651232931178770434)  2023-04-26T14:33Z [----] followers, [---] engagements


"@EnergyInvest0r I'm struggling - "they didn't have land so they got more" now they want to grow alot" its hard for them to grow because there already large" the shares are at a premium but acquiring is hard" mabey shareholders don't wana see the problem. Probably overly critical take but my 2c"  
[X Link](https://x.com/KramerKarma1/status/1651779762493243392)  2023-04-28T02:45Z [----] followers, [--] engagements


"$SOIL $SOIL.V Here's a table filled the RED in do not rely. It shows the royalties & hedges at $120WTI. I think I'm conservative by $2 ish but that's an easy error so here it is. 340M MCAP and warrants that may expire worthless against falling debt (rapidly) . my 2c"  
[X Link](https://x.com/KramerKarma1/status/1651995254973927425)  2023-04-28T17:02Z [----] followers, [----] engagements


"$ROK $ROK.WT $ROK.V Nice .management that listens Got 1) Debt down 2)hedges off & 3)more bbls on way via drill bit 💚💚💚💚💚 [--] heart review"  
[X Link](https://x.com/KramerKarma1/status/1653389108914388993)  2023-05-02T13:20Z [----] followers, [----] engagements


"@jorge_moj $OBE has bluesky wells that can hit 500bbl/d . the vs $BTE comp is that share count is 1/7 (9:1 consolidation in the past) production of oil 1/3 so every extra barrel is like the growth of [--] bbls for other companies on a FFO basis"  
[X Link](https://x.com/KramerKarma1/status/1654478746806525955)  2023-05-05T13:30Z [----] followers, [---] engagements


"#COM 🌶 🔥 TAKE: The market overpays for safety via past proven return & performance. The flip side is: The market totally under prices income on up&coming names that (now) have opportunities that wernt present before. $ATH $OBE $BNE $JOY $RZE $SOIL $ROK #oilandgas #oott #EFT"  
[X Link](https://x.com/KramerKarma1/status/1657018752175669251)  2023-05-12T13:43Z [----] followers, [----] engagements


"$SOIL $SOIL.V This last sell off is crazy. It's not based on a deal or even wild fires ect. I'm an $OBE fan boy at heart but this is reminding me too much of when I entered $OBE (guess it doesn't fit [--] tweet) Cont"  
[X Link](https://x.com/KramerKarma1/status/1657049087764512769)  2023-05-12T15:44Z [----] followers, [--] engagements


"Guess some companies finally getting called out . Permian down [--] . if that's not a typo they'll be using alot more ducs or see production drop. 🤔 interdesting"  
[X Link](https://x.com/KramerKarma1/status/1658654672880640000)  2023-05-17T02:04Z [----] followers, [----] engagements


"Q:Fastest way to raise FCF/EV A:Get High FCF/MCAP assets and snowball FCF &/or debt removal. $SOIL $ROK $OBE $BNE $JOY DOYDD Did you know that the level of dividend yield has had no historical effect on the total return of a portfolio Stocks with the lowest dividend yields had returns that matched those with the highest However those who ignored dividends and focused on FCF yield made 5x more https://t.co/LtK13QRb1q Did you know that the level of dividend yield has had no historical effect on the total return of a portfolio Stocks with the lowest dividend yields had returns that matched those"  
[X Link](https://x.com/KramerKarma1/status/1660322001867751425)  2023-05-21T16:29Z [----] followers, [----] engagements


"My names are all at the top $SOIL.V $SOIL $ROK $ROK.V $ROK.WT $OBE $BNE $SGY $JOY Bull/Bear Implied Returns https://t.co/cPWwL4MuYi Bull/Bear Implied Returns https://t.co/cPWwL4MuYi"  
[X Link](https://x.com/KramerKarma1/status/1660813251003949057)  2023-05-23T01:01Z [----] followers, [----] engagements


"$ROK $ROK.WT $ROK.V Here's a miss priced name IMO I added the red txt & hilights DYODD Summary: Some of the cheapest (oily) boes on the market. Hedged incomegrowth torque to oil price as new unhedged oil comes on. Low debt + income from .WT sales. You can up tq via buying .wt"  
[X Link](https://x.com/KramerKarma1/status/1661020963532849152)  2023-05-23T14:47Z [----] followers, [----] engagements


"$ROK $ROK.V $ROK.WT Nice Great Q guys ROK Resources Inc. ("ROK" or the "Company") (TSXV:ROK)(TSXV:ROK.WT)(OTCQB:ROKRF) has filed its interim Financial Results and Management Discussion and Analysi"  
[X Link](https://x.com/KramerKarma1/status/1662244677704200193)  2023-05-26T23:49Z [----] followers, [--] engagements


"I've lost less on my HOU 2x oil bet than my 65% oil hedged at $83 $ROK $ROK.V Today is ridiculous pricing in a drop (so mabey it's just smarter than me)"  
[X Link](https://x.com/KramerKarma1/status/1663942535050403845)  2023-05-31T16:16Z [----] followers, [----] engagements


"💚 sold $HOU and Bought $OBE & $SOIL (back) 🔊+ . oh & JS is ready for its first run of the year sound on"  
[X Link](https://x.com/KramerKarma1/status/1664654317767327744)  2023-06-02T15:24Z [----] followers, [----] engagements


"$ROK $ROK.WT $ROK.V I can't believe it's this cheap. Common shares make more sense here vs WT imo. $79.5M EV as it stands. Year end 4500boe/d 70% liquids would be $25000/liquid bbl. Hedges at $84. Tq on the tail end now with lowest oldest hedges gone. what's not to love"  
[X Link](https://x.com/KramerKarma1/status/1664671323769937920)  2023-06-02T16:32Z [----] followers, [----] engagements


"$WCP vs $ROK q1 Liquids 103k vs [----] net back $/boe $36.7 vs $33.7 EV $ 7.341B vs 79.5M EV/Liquid $71319/liquid $27729 EV/boe $47323/boe $19202 . netback only justifies 9% higher price not 250% (2.5x)"  
[X Link](https://x.com/KramerKarma1/status/1664676056857444360)  2023-06-02T16:51Z [----] followers, [--] engagements


"Heard alot of opinions this weekend . trying to forget them all. Remember when fx was 1USD=1.30CAD $57wti yr ave [----] I'm long my names are making cash hand over fist. Mute the noise"  
[X Link](https://x.com/KramerKarma1/status/1665712392183873536)  2023-06-05T13:29Z [----] followers, [----] engagements


"@THEBONDINVESTO You went private and I couldn't see your tags. Interesting"  
[X Link](https://x.com/KramerKarma1/status/1667998968448417793)  2023-06-11T20:55Z [----] followers, [--] engagements


"@UnintendedCons5 That's 7.2M bbls /yr that's just a aprt of their model the same way new wells productivity is over [----] bbl/d where new Permian wells start closer to 420bbl/d clean up to [----] but it's so short lived that it's closer to 840bbl/d month average. I estimate about 4.6M bbl/yr decline"  
[X Link](https://x.com/KramerKarma1/status/1668659310908391425)  2023-06-13T16:39Z [----] followers, [--] engagements


"@AssetTraveller @ValueNotDeadYet High interest after inflation fixes this. Well after consolidation I guess. But generally you'd consolidate a loved market not a hated one"  
[X Link](https://x.com/KramerKarma1/status/1668671424947531779)  2023-06-13T17:27Z [----] followers, [---] engagements


"$ROK team flying around the market like 👇 https://twitter.com/thecotastore/status/1667006643857653760t=P0srPgEMvfCSxZwtHS2ayA&s=19 $ROK $ROK.WT $ROK.V I can't believe it's this cheap. Common shares make more sense here vs WT imo. $79.5M EV as it stands. Year end 4500boe/d 70% liquids would be $25000/liquid bbl. Hedges at $84. Tq on the tail end now with lowest oldest hedges gone. what's not to love https://t.co/Ylfwbuq0kW https://twitter.com/thecotastore/status/1667006643857653760t=P0srPgEMvfCSxZwtHS2ayA&s=19 $ROK $ROK.WT $ROK.V I can't believe it's this cheap. Common shares make more sense"  
[X Link](https://x.com/KramerKarma1/status/1669403740296675329)  2023-06-15T17:57Z [----] followers, [----] engagements


"@WhiteTundraSG $ROK $ROK.V Screening very cheap. Just needs oil to rise to gain attention. But making good on hedges till then"  
[X Link](https://x.com/KramerKarma1/status/1669451021649686533)  2023-06-15T21:05Z [----] followers, [--] engagements


"@elou795 @BoogieMcGee80 I'm not as familiar with $SGY drilling plans. But with them lowering debt and issued some shares I'd think $OBE. I held sgy for a while . it paid margin interest so for me was free upside to oil. I've reduced my margin so went into higher beta. $Rok .wt & $soil risk/reward"  
[X Link](https://x.com/KramerKarma1/status/1669775732451467264)  2023-06-16T18:35Z [----] followers, [--] engagements


"@SteveWps @BubleQe @DR87268984 $SOIL $OBE $ROK $BNE have entered the conversation"  
[X Link](https://x.com/KramerKarma1/status/1670595367291715591)  2023-06-19T00:52Z [----] followers, [--] engagements


"@ctrlopenbracket @IlliniProgrammr @WhiteTundraSG They've went from 40ish duc to 29ish recently. But the [--] blue graphs show how the rolling average is driving growth. So even if there 2/3 as long (pre 2019) your talking 140k bbl vs 175k yr [--] (80bbl/d x29 wells) the loss of a well is more significant. 500/month to [---] to [---]. . "  
[X Link](https://x.com/KramerKarma1/status/1671352460445712385)  2023-06-21T03:00Z [----] followers, [--] engagements


"@DaanCrypto_4fa3 @timber001 @SawyerMerritt Can't make 'em. They sold them at 45k but said it can drive like 500miles huge motor pwr have 4.4x thicker stainless steel body . Fords are half aluminum and look at the range issues . now 2x the weight (more battery + body) theyd be a loss & $TSLA isn't making $ now"  
[X Link](https://x.com/KramerKarma1/status/1671674794012471302)  2023-06-22T00:21Z [----] followers, [--] engagements


"How's the day going Nuff' said. Cont"  
[X Link](https://x.com/KramerKarma1/status/1672259705555546115)  2023-06-23T15:05Z [----] followers, [----] engagements


"Drilling is falling off rapidly. Took time + depletion takes time but it's happening. [---] rigs putting out from 50bbl/d liquids to [----] is 60k bbl/d less per month est"  
[X Link](https://x.com/KramerKarma1/status/1672259725944127489)  2023-06-23T15:06Z [----] followers, [---] engagements


"However as the prices have melted down I've shrank margin and only add them on heavy dips for short trades but expect them to do very well. On to my newer holding and write ups $ROK $ROK.V $ROK.WT I'm currently heavily in ROK warrants and some shares. Since oil price cont"  
[X Link](https://x.com/KramerKarma1/status/1674817524242739204)  2023-06-30T16:29Z [----] followers, [--] engagements


"Celebrates with you eh $OBE +4% $SOIL +2.7% $BNE +3.7% $ROK +1.6% Party On Muricans GM and Happy America day. https://t.co/GtnN82gShL GM and Happy America day. https://t.co/GtnN82gShL"  
[X Link](https://x.com/KramerKarma1/status/1676254185694658561)  2023-07-04T15:38Z [----] followers, [----] engagements


"A double Hubbert has been happening and I've already seen people mistaking GOM with the shale curve. GOM /Alaska may have their own I've really not looked how many basins overlap"  
[X Link](https://x.com/KramerKarma1/status/1677729879561998336)  2023-07-09T22:09Z [----] followers, [----] engagements


"Price vs production. 1990-2002 Low prices lowered supply 2002-2012 Prices create new supply 2012-2020 shale oil flood (competition w/ ) 2020-current Restore production (drilling volume greatly swings up or down when oil crosses $90/bbl= 🏆) 🎶 back [--] reality 🎶"  
[X Link](https://x.com/KramerKarma1/status/1678164077284151298)  2023-07-09T22:09Z [----] followers, [---] engagements


"@JFracson They identify as clean fuel"  
[X Link](https://x.com/KramerKarma1/status/1678230800498675712)  2023-07-10T02:40Z [----] followers, [---] engagements


"@CaptnForesight Can't get insurance for one here but there it's totally safe"  
[X Link](https://x.com/KramerKarma1/status/1678267942469791747)  2023-07-10T05:01Z [----] followers, [--] engagements


"@DerAchsenZeit Propitiation atonement. the word doesn't matter the meaning implied does. Isiah [--] (left pic) (R pic) Jesus being Jewish reads the scroll of Isiah part of the Nevi'im (Prophets) on the Sabbath. Affirming both Jews & Christians/Catholics believe Isiah is from GOD"  
[X Link](https://x.com/KramerKarma1/status/1679292935588794368)  2023-07-13T01:58Z [----] followers, [---] engagements


"@UnintendedCons5 @OnlyFol35201188 @Mackinleyross I had [----] as my estimate for Dec. But thought the price signal would have acted faster on completions and prices would be higher now"  
[X Link](https://x.com/KramerKarma1/status/1681299891904221188)  2023-07-18T13:48Z [----] followers, [---] engagements


"For the "the barrels arnt that low" crowd . oil isn't that "high" inflation adjusted"  
[X Link](https://x.com/KramerKarma1/status/1687130297744150528)  2023-08-03T15:56Z [----] followers, [---] engagements


"$TSLA Captains log: Star date [--] / [--] / [----] Still no signs of cybertruck deployment despite all the brightest minds best input"  
[X Link](https://x.com/KramerKarma1/status/1687453570025635840)  2023-08-04T13:20Z [----] followers, [--] engagements


"$SOIL $SOIL.TO leads last 1-mo & 1-yr: trades 1.6x 23E EBITDA & 0.3x PDP NAV FCF reduces debt $20 MM per month (+6% to equity) to 0.7x D/EBITDA by YE23E two warrant tranches wiped away recent insider buys by CEO & major s/hs +ve technicals new Bakken multi-lats upcoming. https://t.co/Pz4huZgqQK $SOIL.TO leads last 1-mo & 1-yr: trades 1.6x 23E EBITDA & 0.3x PDP NAV FCF reduces debt $20 MM per month (+6% to equity) to 0.7x D/EBITDA by YE23E two warrant tranches wiped away recent insider buys by CEO & major s/hs +ve technicals new Bakken multi-lats upcoming. https://t.co/Pz4huZgqQK"  
[X Link](https://x.com/KramerKarma1/status/1688582265448681472)  2023-08-07T16:05Z [----] followers, [---] engagements


"At the same place just not under subcontractors. Starting pay was lower and it was temp but he took the leap and got full time and has moved up the ladder very fast. So it's awesome to think God used me to help my drug addicted & dealing brother into a man I look up to"  
[X Link](https://x.com/KramerKarma1/status/1688614058788806656)  2023-08-07T18:12Z [----] followers, [--] engagements


"Often now it's me who needs the help. [--] kids under six + special needs is super hard. Be careful only loving performance based returns. Sometimes people are just there for you to repeatedly help. Help without reward (but the reward is love). 💚"  
[X Link](https://x.com/KramerKarma1/status/1688614061297037314)  2023-08-07T18:12Z [----] followers, [---] engagements


"Saturn the second largest investment in the Kramer portfolio. Quickly gathering mass under the enormous gravity of FCF. Often picked on for its earthy name ( $soil ) & it's ability to increase size quickly"  
[X Link](https://x.com/KramerKarma1/status/1690097292617875456)  2023-08-11T20:26Z [----] followers, [----] engagements


"$ROK $SOIL 2/4 ain't bad"  
[X Link](https://x.com/KramerKarma1/status/1690134994016940032)  2023-08-11T22:55Z [----] followers, [---] engagements


"@Kevin_AGraham @AssetTraveller @ShaziGoalie Sis told me theirs went up $500/month and LL wanted another $200 they drew a line in the sand. Cousins just moved for same reason "rent has to be this much more or I'll have to have my daughter move back in" all too common"  
[X Link](https://x.com/KramerKarma1/status/1690566447318122496)  2023-08-13T03:30Z [----] followers, [---] engagements


"$SOIL $SOIL.TO 🤑🚀📈 Calgary Alberta--(Newsfile Corp. - August [--] 2023) - Saturn Oil & Gas Inc. (TSX: SOIL) (FSE: SMKA) (OTCQX: OILSF) ("Saturn" or the "Company") is pleased to r. https://ca.finance.yahoo.com/news/saturn-oil-gas-inc-reports-221000316.html https://ca.finance.yahoo.com/news/saturn-oil-gas-inc-reports-221000316.html"  
[X Link](https://x.com/KramerKarma1/status/1691219540003213312)  2023-08-14T22:45Z [----] followers, [----] engagements


"Wild to add 260M in shares or 126M in debt "  
[X Link](https://x.com/KramerKarma1/status/1691304750698905600)  2023-08-15T04:24Z [----] followers, [---] engagements


"$SOIL $SOIL.TO The stock has dropped a bunch not sure who's seeing this stuff but my math on it is: they were already making the payments q2 that they'll make in q3. So the fcf was above that. 46.4M debt payed down 13.8M capex . was their income above payments. Cont. @RyanRMooney @Plainview_85 @WTIBull I can see both sides to $SOIL.TO but am definitely leaning more to the side with @Plainview_85. Their required debt repayments + interest + capex is their est. AFF at US$80/bbl (with hedges). How're they going to fund the shortfall Is my math wrong; haven't done much work so🤷♂"  
[X Link](https://x.com/KramerKarma1/status/1691848552706703711)  2023-08-16T16:25Z [----] followers, [----] engagements


"@BubleQe @Kevin_AGraham @WTIBull $BIR #BURN"  
[X Link](https://x.com/KramerKarma1/status/1694107469847384354)  2023-08-22T22:01Z [----] followers, [---] engagements


"@kavern23 @HFI_Research I think that's a very narrative driven way to look at it. Production less than [----] [--] years ago is growth somehow. Rigs are dropping and so will production despite how the weekly frames a move from like [--] adjustment to production. Note that's opposite of what your claiming"  
[X Link](https://x.com/KramerKarma1/status/1694496273053954426)  2023-08-23T23:46Z [----] followers, [--] engagements


"@fly4dat @OnlyFol35201188 Base model cheap one is 60k +13% tax . for a car your not supposed to charge over 80% or go under 30% . expensive Mazda [--] if you ask me"  
[X Link](https://x.com/KramerKarma1/status/1696535225634033975)  2023-08-29T14:48Z [----] followers, [---] engagements


"Doing a second $SOIL $SOIL.TO take. Early Sept is q3 drilling info. Q2 had 2x 26M $ debt payments. 2300boe/d down. Q3 income *should be $29M more than q2 67M AFF* = $96M 3x 26M payments = $78M So $18M left +$40M cash =$58M for capex vs $61M expected. $3M capex cut. 28300boe/d"  
[X Link](https://x.com/KramerKarma1/status/1697466522589892792)  2023-09-01T04:28Z [----] followers, [----] engagements


"Had a great day added LCX at 47c recently and HME at $1.28 If LCX went to tsx & it and SOIL goes above $5 (eventually) it would be great for my margin probably a [----] story just early planning"  
[X Link](https://x.com/KramerKarma1/status/1697712344233558365)  2023-09-01T20:45Z [----] followers, [---] engagements


"$LCX now has 40.4M shares. [----] /sp = $167.660M mcap [----] bbl/d 99% oil $45313/bbl -oil/mcap If I were to compair a peer like $CJ there at $66111/oil bbl (using 18k bbl/d to make ngls = a oil bbls profit) netbacks were similar There's growth vs scale/stability. I added more"  
[X Link](https://x.com/KramerKarma1/status/1699064622882636156)  2023-09-05T14:19Z [----] followers, [----] engagements


"$OBE 813M mcap [-----] oil / hi value bbls $44k/bbl 1.5x to 66k (Just using a current price not total upside cj could go up) Free nat gas bbls growth and most significant is the share buy back . Taking 2.7% of shares off in [--] months. great netback"  
[X Link](https://x.com/KramerKarma1/status/1699067880325919209)  2023-09-05T14:32Z [----] followers, [---] engagements


"$ROK 82M mcap to be diluted but also to make income that could be a ncib or growth. I count [----] value bbls so $44300/bbl mcap Low debt saftey via hedges bonus knowledge: the rok.wt trade at 42% of the cost to hold a share so your fixing a tradable unit at $18660/bbl cost 😘"  
[X Link](https://x.com/KramerKarma1/status/1699069299598762493)  2023-09-05T14:37Z [----] followers, [---] engagements


"@trend_bullish 💪😎💚 I was just looking at that Hit the [-----] . it'll go above . Nice"  
[X Link](https://x.com/KramerKarma1/status/1699109176855744687)  2023-09-05T17:16Z [----] followers, [--] engagements


"I've been accused of many things but selling $SOIL with CAD prices near $120 is just too far This is what $SOIL.TO L2 looks like when @KramerKarma1 decides to sell (jk) https://t.co/LKiyLuewXr This is what $SOIL.TO L2 looks like when @KramerKarma1 decides to sell (jk) https://t.co/LKiyLuewXr"  
[X Link](https://x.com/KramerKarma1/status/1699487157465804918)  2023-09-06T18:18Z [----] followers, [----] engagements


"$SOIL $SOIL.TO Echelon initiates coverage of $SOIL.V with Top Pick Outperform recommendation and $5.65/sh target (+109% return): We believe that as this debt is extinguished the market will re-rate the stock higher as the Company's risk profile improves. Link: https://t.co/061lmp1G1D https://t.co/EhhZLWbQd8 Echelon initiates coverage of $SOIL.V with Top Pick Outperform recommendation and $5.65/sh target (+109% return): We believe that as this debt is extinguished the market will re-rate the stock higher as the Company's risk profile improves. Link: https://t.co/061lmp1G1D"  
[X Link](https://x.com/KramerKarma1/status/1699558236687421606)  2023-09-06T23:00Z [----] followers, [---] engagements


"@RyanRMooney $ROK I missed this one yesterday"  
[X Link](https://x.com/KramerKarma1/status/1699808556390740009)  2023-09-07T15:35Z [----] followers, [---] engagements


"@SamsonLi7 @rickywinterbrn1 Np I post using both $ROK & $ROK.WT if warrants are mentioned. $ROK 82M mcap to be diluted but also to make income that could be a ncib or growth. I count [----] value bbls so $44300/bbl mcap Low debt saftey via hedges bonus knowledge: the rok.wt trade at 42% of the cost to hold a share so your fixing a tradable unit at $18660/bbl cost 😘 https://t.co/9fUOA2ltqR $ROK 82M mcap to be diluted but also to make income that could be a ncib or growth. I count [----] value bbls so $44300/bbl mcap Low debt saftey via hedges bonus knowledge: the rok.wt trade at 42% of the cost"  
[X Link](https://x.com/KramerKarma1/status/1700367451328819238)  2023-09-09T04:36Z [----] followers, [---] engagements


"@DerAchsenZeit That's why stocks are draining: because we have more than enough supply"  
[X Link](https://x.com/KramerKarma1/status/1701253128014717182)  2023-09-11T15:15Z [----] followers, [--] engagements


"@BubleQe @gubbeen1 @emmpeethree @NuggetCapital Well just for colour age of well and production rate in Alberta matter. So sometimes it's an indication of more newer wells . but the rates arnt all even. Yea obe is 14% ish"  
[X Link](https://x.com/KramerKarma1/status/1701314148926210165)  2023-09-11T19:17Z [----] followers, [--] engagements


"Here's the blank sheets. 1)100.7supply vs 103.2demand 2)Q4 refining close to Q3 [----] 3)OECD 4)27.4 official OPEC production number given for August VS [-----] call on opec = -1.83M bbl/d draw"  
[X Link](https://x.com/KramerKarma1/status/1701600914296172797)  2023-09-12T14:17Z [----] followers, [---] engagements


"Given China could slow orders by 1M bbl/d you'd expect a .8M bbl/d Sept- Dec possibility roughly 100M bbl draw. Some 50M below 2022' lows"  
[X Link](https://x.com/KramerKarma1/status/1701602512476975189)  2023-09-12T14:23Z [----] followers, [---] engagements


"My names having a day. Risk falls off a cliff above $80. $90 they print. Do you trim Me they just made a great income so no. And this jump is still a lag imo. I added to lcx and hme also"  
[X Link](https://x.com/KramerKarma1/status/1701654680730845206)  2023-09-12T17:51Z [----] followers, [----] engagements


"$BNE $OBE $SOIL $ROK This reminds me when oil was crashing; so were my beta names & I made my dying joke: Lay me down in SOIL Cover me in ROK (s) Make my headstone Obsidian & Send me to the BonTerra"  
[X Link](https://x.com/KramerKarma1/status/1702328273563476347)  2023-09-14T14:27Z [----] followers, [---] engagements


"I'm trying to add value here: I'm screening for what should rip with oil price (what looks cheap) I own most of them fyi $ - $$$ Soil ROK.WT (not rok.v) BNE OBE BTE TVE HME SGY LCX JOY . notes: rok are based on a .42% .wt price obe technically after tve if based on one factor"  
[X Link](https://x.com/KramerKarma1/status/1702392912250589357)  2023-09-14T18:44Z [----] followers, [----] engagements


"Joy quite a bit out based on pwr assets holding some value (even if much under valued) . and this list is not exhausting so I didn't compair other names. Mcap / liquids tq veiwed here. Not a full fcf / boe analysis. Dyodd this is a brief overview /w obe moved up because I can😘"  
[X Link](https://x.com/KramerKarma1/status/1702392913882149013)  2023-09-14T18:44Z [----] followers, [---] engagements


"After JOY and similar due to power build out KEC . mind you growth from KEC LCX ROK.WT & OBE will lower their price. JOY is possible but seems to have hit pause as it deals with pwr assets"  
[X Link](https://x.com/KramerKarma1/status/1702394058260332597)  2023-09-14T18:49Z [----] followers, [---] engagements


"CPG is actually after LCX here. surprising for a bigger name to be fairly cheap IMO"  
[X Link](https://x.com/KramerKarma1/status/1702395100494438811)  2023-09-14T18:53Z [----] followers, [---] engagements


"@Blair_j_kennedy ATH is very high on the list in the direct way. MCAP/liquid bbls but on stuff with low decline and 80yr reserves its a x.5 factor making it just after BNE (on q2 heavy volumes). VET is just ahead of JOY"  
[X Link](https://x.com/KramerKarma1/status/1702438514762338728)  2023-09-14T21:45Z [----] followers, [--] engagements


"I got my front row tickets to the WTI bull market movie 🎬 🗣 📢 action Made by @BubleQe can't find the one I modded with a ROK fuzzy carpet"  
[X Link](https://x.com/KramerKarma1/status/1702519952643666083)  2023-09-15T03:09Z [----] followers, [---] engagements


"It's kinda confusing to have [--] ways to price ROK so I used the way I purchase it via .wt but if your counting q2 undiluted it's behind/under TVE . if you add the .wt via dilution (the actual future share count) you'll get just above JOY. However use of funds = bbls/share 😮💨"  
[X Link](https://x.com/KramerKarma1/status/1702745316246634504)  2023-09-15T18:04Z [----] followers, [----] engagements


"So my placement on ROK shares is would be beside TVE because the drilling they can do and [----] time + I come till + from .wt conversions = bbls that IMO will be good growth keeping torque as price rises. .wt give financial leverage as lass money "holds the spot" as I veiw it"  
[X Link](https://x.com/KramerKarma1/status/1702745318054396350)  2023-09-15T18:04Z [----] followers, [---] engagements


"Compair this tweets info with @AssetTraveller $90wti info & my list . some names fell back too far other names were over valued. Some are getting a premium (they may deserve) if you can identify them your doing your HW and have the time in the game"  
[X Link](https://x.com/KramerKarma1/status/1702783390280208723)  2023-09-15T20:36Z [----] followers, [--] engagements


"@LearnTradingVIP Only [----] years till [----] . I'm sure this value is on the way to being up by 229x again No just blind luck"  
[X Link](https://x.com/KramerKarma1/status/1703101773815107973)  2023-09-16T17:41Z [----] followers, [--] engagements


"Oil equities in Canada hate USD down"  
[X Link](https://x.com/KramerKarma1/status/1703833621042212897)  2023-09-18T18:09Z [----] followers, [----] engagements


"@suitedupwook $OBE with a Clearwater plan released tm. They bought back 2.7% of shares during the last price dip . debt ncib and growth targets in sight with these oil prices"  
[X Link](https://x.com/KramerKarma1/status/1703837566665945507)  2023-09-18T18:25Z [----] followers, [---] engagements


"$PXT $FEC $GTE . Brent - WTI VS Brent - Vasconia (Too close to be a advantage)"  
[X Link](https://x.com/KramerKarma1/status/1703840598761914799)  2023-09-18T18:37Z [----] followers, [---] engagements


"@BB19043 Wow how long have you been a bear And where have you been making money"  
[X Link](https://x.com/KramerKarma1/status/1704223831987036447)  2023-09-19T19:59Z [----] followers, [---] engagements


"@TeddyGambino My issue is the cost of energy outside USA is making the ROW do very poorly. But based on charts I had dxy to [--] in mind now I'm caught thinking of a 22' repeat"  
[X Link](https://x.com/KramerKarma1/status/1704285441585713297)  2023-09-20T00:04Z [----] followers, [---] engagements


"Not bad 30M capex cut called 👇 https://x.com/KramerKarma1/status/1697466523881750679t=G-DUhdHMNaqOwSWeUf3lZw&s=19 https://x.com/KramerKarma1/status/1697466523881750679t=G-DUhdHMNaqOwSWeUf3lZw&s=19"  
[X Link](https://x.com/KramerKarma1/status/1704529273254514990)  2023-09-20T16:13Z [----] followers, [---] engagements


"$31M capex cut 1100bbl/d oil output drop despite 🔥 fires"  
[X Link](https://x.com/KramerKarma1/status/1704530052149350661)  2023-09-20T16:16Z [----] followers, [---] engagements


"Timing stocks is so hard stuff I had at $80 is worth less at $90. 🎶Some Beach (somewhere) there's a finance bro making all the right moves but it's not me here 🎶"  
[X Link](https://x.com/KramerKarma1/status/1704575080754233715)  2023-09-20T19:15Z [----] followers, [----] engagements


"@CouldBeMistaken Wow great point I believe quality management argument but it doesn't overrun oil price + hidden assets + lower price. 1:1 sure but I've not seen an issue with current $OBE management"  
[X Link](https://x.com/KramerKarma1/status/1705271079223128318)  2023-09-22T17:21Z [----] followers, [--] engagements


"$SOIL should make 50M in debt payments both q3 & q4 adding 100M to MCAP with the same EV or 26% gain in H2 [----]. H1 [----] 2x 75M payments is 150M resulting in a 31% gain to a mcap of 632M vs Debt of 350M @ 27k boe/d. not a terrible value proposition. 65% 1yr upside"  
[X Link](https://x.com/KramerKarma1/status/1705972318088921192)  2023-09-24T15:47Z [----] followers, [---] engagements


"@Jim80478788 @TaviCosta $OBE $BNE $SOIL & $ROK.wt are my main names jump in and out of others . $JOY $HME $LCX $SGY"  
[X Link](https://x.com/KramerKarma1/status/1706651076865163651)  2023-09-26T12:44Z [----] followers, [---] engagements


"$ROK 💪😎💚📈 Keep up the good work guys Impressive rate of change and exiting opportunity with these oil prices $ROK / $ROKRF joins @adelaide_cap to discuss our recent operations update for phase [--] of our Southeast Saskatchewan drilling program consisting of [--] gross (4.9 net) operated wells. CEO Cam Taylor provides a quick snapshot below. For the full webinar: https://t.co/YVFsDBKLTh 🔗 https://t.co/EAszfdTDpt $ROK / $ROKRF joins @adelaide_cap to discuss our recent operations update for phase [--] of our Southeast Saskatchewan drilling program consisting of [--] gross (4.9 net) operated wells. CEO"  
[X Link](https://x.com/KramerKarma1/status/1706739874919805277)  2023-09-26T18:37Z [----] followers, [----] engagements


"@kavern23 @HFI_Research Tesla can't sell more than 2M cars . Auto makers (big names) are with holding 8m units of yearly supply on purpose to sell high value vehicles. At 6%+ financing car sales die or your so well off fuel price or paying 10k more for a battery isn't a thing"  
[X Link](https://x.com/KramerKarma1/status/1707304869114028203)  2023-09-28T08:02Z [----] followers, [--] engagements


"@kavern23 @HFI_Research The difference is gdp = energy consumption. Its not optional. Nigeria is what 200k boe/d So they can loose 20k of optional fuel That's a small oil co. OPEC can throttle 10M bbl/d"  
[X Link](https://x.com/KramerKarma1/status/1707401666654347633)  2023-09-28T14:27Z [----] followers, [--] engagements


"@elonmusk Short tesla long Hyundai. #PolitElon duck in [--] 😬"  
[X Link](https://x.com/KramerKarma1/status/1707579109281251488)  2023-09-29T02:12Z [----] followers, [---] engagements


"@HFI_Research Here's a data day where I used the averages ytd and next tweet showed some extreme weeks. https://x.com/KramerKarma1/status/1696907750104563911t=t2FGkXJdkYUx30D4p6enqw&s=19 https://x.com/KramerKarma1/status/1696907750104563911t=t2FGkXJdkYUx30D4p6enqw&s=19"  
[X Link](https://x.com/KramerKarma1/status/1707950507665260802)  2023-09-30T02:48Z [----] followers, [--] engagements


"@emmpeethree Bullish if true"  
[X Link](https://x.com/KramerKarma1/status/1708137763776942561)  2023-09-30T15:12Z [----] followers, [---] engagements


"Thread: 1)Went back over this (too sick to sleep) made me super bullish So as we know the numbers can and have changed but there at the point they can't be adjusted much more. It's really completion & DUCs used"  
[X Link](https://x.com/KramerKarma1/status/1708391738086195643)  2023-10-01T08:01Z [----] followers, [----] engagements


"Or the timeline of organs you need them all to survive and you need 21% oxygen or so and resources local and parents to train you and chromosomes don't mix so a one off gene mutation just dies . usually rejected by regular species having different needs. Anyways"  
[X Link](https://x.com/KramerKarma1/status/1708547385876488572)  2023-10-01T18:20Z [----] followers, [--] engagements


"There was talk in the space that it was like telephone game . but it wasn't they wernt allowed a single typo and a error in scribe couldn't be next to another and [--] errors per scroll. With scrolls being checked via older scrolls found elsewhere (dead sea scrolls) . the other"  
[X Link](https://x.com/KramerKarma1/status/1708547388065943906)  2023-10-01T18:20Z [----] followers, [--] engagements


"Market is tight $1.64 WTI-Brent $91 WTI [----] USD to CAD 🤌🤌🤌🪵💪😎💚📈🚀"  
[X Link](https://x.com/KramerKarma1/status/1708837458173976967)  2023-10-02T13:32Z [----] followers, [----] engagements


"USA is not in a strong place with no DUCs"  
[X Link](https://x.com/KramerKarma1/status/1709219239394164996)  2023-10-03T14:49Z [----] followers, [---] engagements


"Permian Gas dropping is a sign of lower oil production"  
[X Link](https://x.com/KramerKarma1/status/1709221955524509875)  2023-10-03T15:00Z [----] followers, [---] engagements


"If you do a comparison between gas & oil you'll see the lower decline in gas. So IF gas production dropped oil had to also"  
[X Link](https://x.com/KramerKarma1/status/1709227928641265982)  2023-10-03T15:24Z [----] followers, [---] engagements


"Based on a simple oil /gas ratio 500mcf drop = 122000bbl/d It's very possible. I used EIA DPR production numbers but if you go by wellsper well average if it peaks at [---] or falls back to 980: 5777990=5.720.000 5777980=5.660.500 VS AUG 5.812.000 est"  
[X Link](https://x.com/KramerKarma1/status/1709230902469972299)  2023-10-03T15:36Z [----] followers, [---] engagements


"22 year high interest rates 6M low currency Oh"  
[X Link](https://x.com/KramerKarma1/status/1709572795917644175)  2023-10-04T14:14Z [----] followers, [---] engagements


"Today mines the one that's on fire. 🔥 💀. Can only hope someone from $TSLA will piss on me to put out the flames. @HectOracle"  
[X Link](https://x.com/KramerKarma1/status/1709667056113660099)  2023-10-04T20:29Z [----] followers, [---] engagements


"@chrisinmontreal @AhmedBa44329064 $IPCO is the Canadian $PXT Has good differential hedges some premium brent bbls growth lined up. $pxt gets vasconia grade pricing not far off wti "  
[X Link](https://x.com/KramerKarma1/status/1709706701815926887)  2023-10-04T23:06Z [----] followers, [---] engagements


"Jews are GODs people that is opened up to all who fear GOD. The people of GOD are called to a higher standard + they specifically made covenants with GOD. If they want GODs blessing they should uphold their word & keep idols out of Isreal. That doesn't remove Hamas liability"  
[X Link](https://x.com/KramerKarma1/status/1710859653226151991)  2023-10-08T03:28Z [----] followers, [----] engagements


"Every time I posted a $OBE $WCP I'd get pushback. And I appreciated it. $WCP upping their torque via debt buying a gassy 65% $OBE (30%) 32k boe going to [--] (like OBE with 260M upped capex) for 1.7B CAD. Makes OBE look cheap. 1.77FCF per share at $85WTI . obe $1.32/share 23' /$85. Like it because it's via debt. https://t.co/4baJzlfEtI $WCP upping their torque via debt buying a gassy 65% $OBE (30%) 32k boe going to [--] (like OBE with 260M upped capex) for 1.7B CAD. Makes OBE look cheap. 1.77FCF per share at $85WTI . obe $1.32/share 23' /$85. Like it because it's via debt. https://t.co/4baJzlfEtI"  
[X Link](https://x.com/KramerKarma1/status/1712162976529027380)  2023-10-11T17:47Z [----] followers, [----] engagements


"$TVE is very cheap $39k/bblmcap Vs another cheap name $BNE I hold $33.5k/bblmcap Capex tve 22.5/bbl bne [-----] Netback liquid bbl tve [-----] bne [-----] Therefor these companies are very close with my preference still bne leaning. @sohaibab9 As of now only because Q4 CAPEX will be lower as prices are more or less the same. #oott https://t.co/maN0KyQQtH @sohaibab9 As of now only because Q4 CAPEX will be lower as prices are more or less the same. #oott https://t.co/maN0KyQQtH"  
[X Link](https://x.com/KramerKarma1/status/1712880601647210801)  2023-10-13T17:18Z [----] followers, [----] engagements


"@KyleHNielsen Congrats Alot of upside with good oil prices in your names"  
[X Link](https://x.com/KramerKarma1/status/1712883676734702054)  2023-10-13T17:31Z [----] followers, [---] engagements


"There's been alot of religion mix up recently. I can share simple clarification knowing the [--] main differences. I've read the "Old Testiment" as a Christian ✝ it's a part of the cannon of scripture & covers the law of Jewish ✡ faith. Their faith is to be the chosen family"  
[X Link](https://x.com/KramerKarma1/status/1713757442524274900)  2023-10-16T03:23Z [----] followers, [----] engagements


"GOD established a covenant with & gave them Laws + Land. Their literature gives from creation till a 400year quiet period before Jesus. This mirrors the 400year period of slavery from the starting book of their faith. They look forward to a Messiah. Meanwhile they follow"  
[X Link](https://x.com/KramerKarma1/status/1713757443941961884)  2023-10-16T03:23Z [----] followers, [--] engagements


"Just dropped off today. Really likes that [--] line I dunno"  
[X Link](https://x.com/KramerKarma1/status/1714305910292594791)  2023-10-17T15:42Z [----] followers, [---] engagements


"Key words "if the deficit worsens""  
[X Link](https://x.com/KramerKarma1/status/1714307010588479531)  2023-10-17T15:46Z [----] followers, [---] engagements


"Who is going long tsla when only dip buyers have made money since [----] [--] full years now. The risk looks even the high vs recent low . meanwhile there's 6% interest at banks on 6M promotion. Or keep that money in 809B tesla making soon 4B fcf annually. (Or negative)"  
[X Link](https://x.com/KramerKarma1/status/1714641099770237029)  2023-10-18T13:54Z [----] followers, [---] engagements


"$TSLA 50% of recent (2yr) buyers are making no $. Anyone holding on margin is looking at 6% interest in jealousy. few bought at [---] ish and said yea I'm selling at [---]. 2.2M sales looking very hard. 1.8M sales this year came with quarterly price cuts 20% more sales isn't much $"  
[X Link](https://x.com/KramerKarma1/status/1714644740895801667)  2023-10-18T14:08Z [----] followers, [---] engagements


"I commented 4B fcf annually. came in at 880M 💥 be careful out there"  
[X Link](https://x.com/KramerKarma1/status/1714749272909054362)  2023-10-18T21:04Z [----] followers, [---] engagements


"Just need "MOAR" unit sales $TSLA"  
[X Link](https://x.com/KramerKarma1/status/1714823582776271128)  2023-10-19T01:59Z [----] followers, [---] engagements


"@MrAbdeesh @AssetTraveller Noone here has energy stocks. And if they do their housing payment is not in question"  
[X Link](https://x.com/KramerKarma1/status/1714850154920964264)  2023-10-19T03:45Z [----] followers, [---] engagements


"@AssetTraveller I had a hunch oil was gonna go up today and bought MOAR BNE "early""  
[X Link](https://x.com/KramerKarma1/status/1715079714648272901)  2023-10-19T18:57Z [----] followers, [---] engagements


"@Tonyforever2003 @dwight_vk @tommacinnis I dono (literally) but Expectations will meet Reality . and I want to piston kramer gifs"  
[X Link](https://x.com/KramerKarma1/status/1716177182022676532)  2023-10-22T19:38Z [----] followers, [--] engagements


"@Tonyforever2003 @dwight_vk @tommacinnis Nice That's cool to hear hope they do you well. I like CAD light oil with the narrow wti/brent + cad fx. But hope all do well"  
[X Link](https://x.com/KramerKarma1/status/1716181713167020207)  2023-10-22T19:56Z [----] followers, [--] engagements


"@trend_bullish @Gugo907 Think he has fcf after capex (growth) so it looks expensive. also $SOIL is the cheapest name 👀"  
[X Link](https://x.com/KramerKarma1/status/1716240089544798587)  2023-10-22T23:48Z [----] followers, [---] engagements


"$SOIL $SOIL.TO Saturn Oil&Gas October Corp Presentation Walk through w/ Q&A"  
[X Link](https://x.com/KramerKarma1/status/1716314491900551450)  2023-10-23T04:43Z [----] followers, [----] engagements


"Why would you buy soil"  
[X Link](https://x.com/KramerKarma1/status/1716314497973932255)  2023-10-23T04:43Z [----] followers, [---] engagements


"I have a large position in $SOIL fwiw. Thanks in advance. Share & make polls for me to answer"  
[X Link](https://x.com/KramerKarma1/status/1716314499899105305)  2023-10-23T04:43Z [----] followers, [---] engagements


"My oil veiw. Scare - rip $91 ish"  
[X Link](https://x.com/KramerKarma1/status/1716447351915601986)  2023-10-23T13:31Z [----] followers, [----] engagements


"Oil went lower tsla went up. 😒"  
[X Link](https://x.com/KramerKarma1/status/1716498002456563718)  2023-10-23T16:53Z [----] followers, [---] engagements


"Put $3500 on call it my sports betting. I think there's 13% on the table near term 🤔 😅 I'll plow it into $soil if prices co operate"  
[X Link](https://x.com/KramerKarma1/status/1716512259147456845)  2023-10-23T17:49Z [----] followers, [---] engagements


"$ROK $ROK.WT 💪😎💚 needless to say $1.38 USD-CAD on light oil price is great timing 👍 👌 🤑"  
[X Link](https://x.com/KramerKarma1/status/1718998773102174478)  2023-10-30T14:30Z [----] followers, [----] engagements


"Data Day Less info this week. Here's my 2c we have upside based on last year's inventory + s/d We're $5.62 lower despite 15M less commercial oil barrels. The S/D . is depending on a US or global veiw. But both are as good or better now imo"  
[X Link](https://x.com/KramerKarma1/status/1719732007008153823)  2023-11-01T15:03Z [----] followers, [----] engagements


"To have a flat-ish big [--] (oil diesel gasoline) yet data like this 👇 . not bad"  
[X Link](https://x.com/KramerKarma1/status/1719732391143506172)  2023-11-01T15:05Z [----] followers, [---] engagements


"$GTE Gran Tierra Energy Q3 Q2 vs Q3 $77.7 Brent $85.9 $503 Net Debt (usd) $499 $12 FCF $36($15.8/boe cad) [------] bbl/d [------] [-----] shares end of . [-----] My take . the $SOIL of Colombia"  
[X Link](https://x.com/KramerKarma1/status/1719833629285634430)  2023-11-01T21:47Z [----] followers, [----] engagements


"My criticism: 1) in pic (q2) said they were averaging 35.3k bbl/d Where's the context to q3 expectations 🤔 . leading imo. 2) how does $85.9USD=$15.8CAD 3) Net Debt down 4M You dropped CAPEX & +$8 brent bump+ narrowed diffs+no NCIB action . where did it go Pic 2&3"  
[X Link](https://x.com/KramerKarma1/status/1719833649627979861)  2023-11-01T21:47Z [----] followers, [---] engagements


"As an example @ 26k boe/d $SOIL made $22.4/boe when oil was $8 lower and with hedges maxed at $71wti & some nat gas & ngl bbls. Even if they see $3 more in q3 it's $25/boe. + debt drop 50M. Just a simple example why the mcap can be 40M more (less debt higher netback)"  
[X Link](https://x.com/KramerKarma1/status/1719836116205916661)  2023-11-01T21:57Z [----] followers, [----] engagements


"EV/boepd $GTE $992/33940= $29246 $SOIL $780/26000=$30000 On 8x fcf this implies $10 gte & $10.27 soil $/boe . easier for $25fcf soil than $15fcf gte. . this is just my take. Dyodd"  
[X Link](https://x.com/KramerKarma1/status/1719842925398343798)  2023-11-01T22:24Z [----] followers, [---] engagements


"I re read this and it looks like I'm calling for a share price of $10. I'm not. I haven't assessed possible price here yet (and won't). I meant: $Soil priced at EV/boepd $300002920days(8years) =$10.27/boe per day in fcf (it should clear 2.5x that at $80+growth)"  
[X Link](https://x.com/KramerKarma1/status/1719911486221680746)  2023-11-02T02:57Z [----] followers, [---] engagements


"@Gugo907 $SOIL catch me on the RIGHT side How bout Dat"  
[X Link](https://x.com/KramerKarma1/status/1721777063760179648)  2023-11-07T06:30Z [----] followers, [---] engagements


"Nov & Dec refining globally ticks up. Probably see stock draws & fuel builds. My 2c"  
[X Link](https://x.com/KramerKarma1/status/1721789778553717244)  2023-11-07T07:20Z [----] followers, [---] engagements


"@DerAchsenZeit I don't feel $SOIL is a flex here.🫠"  
[X Link](https://x.com/KramerKarma1/status/1722005586093408647)  2023-11-07T21:38Z [----] followers, [---] engagements


"Q3 $SOIL Lower oil production 76M AFF . not bad Doing a second $SOIL $SOIL.TO take. Early Sept is q3 drilling info. Q2 had 2x 26M $ debt payments. 2300boe/d down. Q3 income *should be $29M more than q2 67M AFF* = $96M 3x 26M payments = $78M So $18M left +$40M cash =$58M for capex vs $61M expected. $3M capex cut. 28300boe/d Doing a second $SOIL $SOIL.TO take. Early Sept is q3 drilling info. Q2 had 2x 26M $ debt payments. 2300boe/d down. Q3 income *should be $29M more than q2 67M AFF* = $96M 3x 26M payments = $78M So $18M left +$40M cash =$58M for capex vs $61M expected. $3M capex cut."  
[X Link](https://x.com/KramerKarma1/status/1722067105758036299)  2023-11-08T01:42Z [----] followers, [----] engagements


"Ppl love this tweet. Here's the graph"  
[X Link](https://x.com/KramerKarma1/status/1722334957782126642)  2023-11-08T19:27Z [----] followers, [---] engagements


"2.5-3M refining bbl/d to restart & exports to flow. This is noise. Higher volatility is the theme. 🎄 can't come soon enough"  
[X Link](https://x.com/KramerKarma1/status/1722338638690762877)  2023-11-08T19:41Z [----] followers, [----] engagements


"Q3 . Bonterra Energy Corp. (TSX: BNE) ("Bonterra" or the "Company") is pleased to announce its operating and financial results for the three and nine month periods "  
[X Link](https://x.com/KramerKarma1/status/1722387890661998868)  2023-11-08T22:57Z [----] followers, [----] engagements


"@KimTyboni Probably $SOIL making the same netback per boe on Canadian soil too"  
[X Link](https://x.com/KramerKarma1/status/1723018684879216906)  2023-11-10T16:44Z [----] followers, [---] engagements


"@rockcreekfreak @NuggetCapital Thank you $SOIL getting [----] on 12179bbl/d Against [-----] bbl/d @ $73.03 Q4. AKA a 14c/boe hedge loss at $76.72 For q4"  
[X Link](https://x.com/KramerKarma1/status/1723887253670523029)  2023-11-13T02:15Z [----] followers, [---] engagements


"@RazorOil Risk management by industry experts I believe"  
[X Link](https://x.com/KramerKarma1/status/1724141886556741682)  2023-11-13T19:07Z [----] followers, [---] engagements


"Dividends VS BuyBacks $BIR $BIR.TO is a great example. The dividend is from debt If Enterprise Value stays flat Debt up = mcap down Why collect a dividend to loose equity A BB would shrink MCAP against EV but MCAP value is the same Adding tq & allowing the sell-off"  
[X Link](https://x.com/KramerKarma1/status/1724857858791977072)  2023-11-15T18:32Z [----] followers, [----] engagements


"$SOIL has my eye these days. MCAP 317M EV 784M $/boe $12k & $29849 $17.05/boe Free Funds Flow $31.65/boe AFF Sales $83/boe - $43 NB. A loss on derivatives that could be $0 bc the MSW diffs are $8USD+ vs $5.67CAD =+$5.28 against $71 hedges and a $73 price today =+3.28 gain @TyberiusMaximus @CouldBeMistaken I don't wana pile on but my nat gas comes free when I buy oil production. $BNE VS $BIR $6.13 vs. [---] #ofthebeast $/boe EV $27700 vs. $28300 $/boe MCAP $16000 vs. $24000 $/boe funds flow $32.50 vs. $10.60 If you like light oil/condy shop light oil https://t.co/r9mSj9V3ue @TyberiusMaximus"  
[X Link](https://x.com/KramerKarma1/status/1725391260930764843)  2023-11-17T05:51Z [----] followers, 11.5K engagements


"$SOIL Saturn Oil & Gas Based on 27K boe/d 160M capex 2024' . the cash flow king Once you see the snowball of 19% debt repaid + proper boe/d you'll understand how it's going to rip next year. $SOIL has my eye these days. MCAP 317M EV 784M $/boe $12k & $29849 $17.05/boe Free Funds Flow $31.65/boe AFF Sales $83/boe - $43 NB. A loss on derivatives that could be $0 bc the MSW diffs are $8USD+ vs $5.67CAD =+$5.28 against $71 hedges and a $73 price today =+3.28 gain https://t.co/aiRoFw8jXq $SOIL has my eye these days. MCAP 317M EV 784M $/boe $12k & $29849 $17.05/boe Free Funds Flow $31.65/boe AFF"  
[X Link](https://x.com/KramerKarma1/status/1725573297457201367)  2023-11-17T17:55Z [----] followers, 31.3K engagements


"27% in [--] months. 323M mcap debt dropping 50M (15.5% . near term gain 🤔) Wouldn't even be back to last high. In [--] years if it's shooting you 250M FCF/yr you'll be happy. Mabey they buy someone else and pay it off and you're sitting on $10 shares. DYODD"  
[X Link](https://x.com/KramerKarma1/status/1725580211645784172)  2023-11-17T18:22Z [----] followers, [---] engagements

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