# ![@ShaleTier7 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1555145534951854080.png) @ShaleTier7 Michael Spyker

Michael Spyker posts on X about oil, gas, data, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1555145534951854080/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:interactions.svg)

- [--] Week [-------] +480%
- [--] Month [---------] -82%
- [--] Months [----------] +23,705%
- [--] Year [----------] +115,635%

### Mentions: [--] [#](/creator/twitter::1555145534951854080/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:posts_active.svg)

- [--] Week [--] -1.50%
- [--] Month [---] +13%
- [--] Months [---] +708%
- [--] Year [---] +1,922%

### Followers: [-----] [#](/creator/twitter::1555145534951854080/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:followers.svg)

- [--] Week [-----] +2.90%
- [--] Month [-----] +16%
- [--] Months [-----] +1,175%

### CreatorRank: [-------] [#](/creator/twitter::1555145534951854080/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  22.83% [stocks](/list/stocks)  #3086 [technology brands](/list/technology-brands)  3.15% [countries](/list/countries)  3.15% [social networks](/list/social-networks)  3.15% [cryptocurrencies](/list/cryptocurrencies)  2.36% [musicians](/list/musicians)  2.36% [currencies](/list/currencies)  0.79% [celebrities](/list/celebrities)  0.79% [luxury brands](/list/luxury-brands)  0.79%

**Social topic influence**
[oil](/topic/oil) #573, [gas](/topic/gas) #193, [data](/topic/data) #175, [debt](/topic/debt) #317, [arc](/topic/arc) 3.94%, [if you](/topic/if-you) 3.15%, [stocks](/topic/stocks) #984, [dividend](/topic/dividend) #56, [bullish](/topic/bullish) #423, [matter](/topic/matter) 2.36%

**Top accounts mentioned or mentioned by**
[@petroquestions](/creator/undefined) [@nicequarterguys](/creator/undefined) [@andrew_leach](/creator/undefined) [@blueflameblues](/creator/undefined) [@imanobo02670922](/creator/undefined) [@canuckelhed](/creator/undefined) [@basedharun](/creator/undefined) [@ogjv84](/creator/undefined) [@undervaluedong](/creator/undefined) [@votelabonte](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@kcchutes](/creator/undefined) [@reignots](/creator/undefined) [@ngto1](/creator/undefined) [@crnanpc](/creator/undefined) [@brandonmyers10](/creator/undefined) [@oldwhitewalker](/creator/undefined) [@willrayvalentin](/creator/undefined) [@evanbleker](/creator/undefined) [@310value](/creator/undefined)

**Top assets mentioned**
[Accelerant Holdings (ARX)](/topic/$arx) [LandBridge Company LLC (LB)](/topic/$lb) [Enbridge, Inc (ENB)](/topic/$enb) [Nova Minerals Limited (NVA)](/topic/$nva) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Comstock Resources, Inc. (CRK)](/topic/$crk) [Diversified Energy Company plc (DEC)](/topic/$dec) [Klarna Group plc (KLAR)](/topic/klarna) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Cenovus Energy Inc. (CVE)](/topic/$cve)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BlueFlameBlues"  
[X Link](https://x.com/ShaleTier7/status/1984324500432023869)  2025-10-31T18:20Z [----] followers, 46.6K engagements


"Why is $DEC putting the short thesis on their slide deck cover"  
[X Link](https://x.com/ShaleTier7/status/1985460958907810003)  2025-11-03T21:35Z [----] followers, [----] engagements


"$ARX [----] guidance (pre acquisition) was 107MBbls/d of condensate and their [----] guidance is 107.5MBbls/d of condensate (after acquiring 11MBbls/d at Kakwa). hmm"  
[X Link](https://x.com/ShaleTier7/status/1986556082056274145)  2025-11-06T22:07Z [----] followers, [----] engagements


"CNRL trades at Btax PDP PV10% lmao"  
[X Link](https://x.com/ShaleTier7/status/2012623996949274694)  2026-01-17T20:32Z [----] followers, [----] engagements


"@Reignots Relax dude. My god. Its like [--] move on in year realizations"  
[X Link](https://x.com/ShaleTier7/status/2015276822947365335)  2026-01-25T04:13Z [----] followers, [----] engagements


"The guy that lists olive oil as his interest will generate more lifetime alpha than the hiking biking and running crowd combined. Cannot stress how much of an advantage it is to be a normal well adjusted applicant for banking roles. I reviewed a resume that listed olive oil as an interest. That is not an interest. Its been hours and I cannot stop thinking about it. There will not be an interview. Cannot stress how much of an advantage it is to be a normal well adjusted applicant for banking roles. I reviewed a resume that listed olive oil as an interest. That is not an interest. Its been"  
[X Link](https://x.com/ShaleTier7/status/2016259647087481117)  2026-01-27T21:18Z [----] followers, 299K engagements


"Can I use Klarna for [-----] tonnes of 40/70"  
[X Link](https://x.com/ShaleTier7/status/2017035713192357992)  2026-01-30T00:42Z [----] followers, [----] engagements


"http://x.com/i/article/2017269468540665857 http://x.com/i/article/2017269468540665857"  
[X Link](https://x.com/ShaleTier7/status/2017304425274945693)  2026-01-30T18:30Z [----] followers, [----] engagements


"Did they change they definition of Premier over the weekend and I missed it Please advise @MerriamWebster"  
[X Link](https://x.com/ShaleTier7/status/2018309262103945480)  2026-02-02T13:03Z [----] followers, [----] engagements


"Now to Josh Young who believes the merger of Devon and Coterra is undeniably bullish his small cap pink-sheets listed shitco running at 4.8x leverage with a corporate breakeven of $84/Bbl"  
[X Link](https://x.com/ShaleTier7/status/2018355025571934260)  2026-02-02T16:05Z [----] followers, [----] engagements


"And just like that millions of value investooooors learned why we dont buy decelerating toplines no matter what the buyback is. Will behaviours change Almost certainly not. Earnings which can only improve if the underlying health of the company is improving are deteriorating. But theyre buying back a lot of stock. Im long Earnings which can only improve if the underlying health of the company is improving are deteriorating. But theyre buying back a lot of stock. Im long"  
[X Link](https://x.com/ShaleTier7/status/2018790937447874816)  2026-02-03T20:57Z [----] followers, 15.1K engagements


"When did we remove the personality from everything we do Here's a 1960s report from a company named "Consolidated Diesel Electric". That's a good name. They have good graphics. I know what they do -- diesel & electricity. I'm 99% sure "Granola" doesn't make granola. Granola got a rebrand https://t.co/o0ZuqCu792 Granola got a rebrand https://t.co/o0ZuqCu792"  
[X Link](https://x.com/ShaleTier7/status/2018793665481838594)  2026-02-03T21:08Z [----] followers, [----] engagements


"OKC is so down bad even Zach Bryan renamed his album to 'Houston' BREAKING NEWS: Devon Energy announced it will move its headquarters to Houston in a merger with Coterra Energy. https://t.co/ttc2yZz3LG BREAKING NEWS: Devon Energy announced it will move its headquarters to Houston in a merger with Coterra Energy. https://t.co/ttc2yZz3LG"  
[X Link](https://x.com/ShaleTier7/status/2018860517075415278)  2026-02-04T01:33Z [----] followers, [----] engagements


"Peytos monthly report reads very strongly like theyre priming the market to bid on Cenovus assets (or part of them). Lots of opportunities repeat below👇 on the Cenovus acreage but their cost of equity is much lower today than in [----]. Be interesting to see if they are aggressive in using that advantage. Some cool charts from the NGL data this morning. Was querying the normal charts -- top wells etc. and kind of thought it was interesting Tourmaline has the most number of Deep Basin wells producing 1000boe/d in September. I sent this to a few people and one noted Peyto simp"  
[X Link](https://x.com/ShaleTier7/status/2018881542161117687)  2026-02-04T02:57Z [----] followers, [----] engagements


"In a world where Tamarack is a $5Bn company Athabasca should also be a $5Bn company IMO"  
[X Link](https://x.com/ShaleTier7/status/2019119813700841958)  2026-02-04T18:44Z [----] followers, [----] engagements


"Seems silly to engage like this when OpenAI will be beating Anthropic again in [--] months then [--] months later Google will be in the lead Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to"  
[X Link](https://x.com/ShaleTier7/status/2019147999650410947)  2026-02-04T20:36Z [----] followers, [----] engagements


"Lots of things go into pricing a company other than gas prices. If you dont appreciate this probably best to just buy index funds. For example in Peytos case they bought a large asset package and make their business a lot better. That has slowly been digested by the market. Tourmaline has a different strategy. There are many micro factors that play into pricing a company besides the broad macro. Its like saying all oil companies should trade in perfect tandem do you realize how stupid that sounds Why even have management teams then"  
[X Link](https://x.com/ShaleTier7/status/2019260539910738160)  2026-02-05T04:03Z [----] followers, [--] engagements


"Were genuinely going to spend over a trillion dollars building data centers. This is good for natural gas"  
[X Link](https://x.com/ShaleTier7/status/2019474783159874032)  2026-02-05T18:14Z [----] followers, 14.1K engagements


"@NiceQuarterGuys Save 400bps on their cost of debt and free up their RBL for more acquisitions"  
[X Link](https://x.com/ShaleTier7/status/2019521352353669131)  2026-02-05T21:19Z [----] followers, [---] engagements


"This is bad"  
[X Link](https://x.com/ShaleTier7/status/2019539804216783038)  2026-02-05T22:33Z [----] followers, 12.3K engagements


"The reason that I really don't like this "growth optionality" pivot -- is that nobody was really in ARC for Septimus Sundown or deep Kakwa -- because **they're almost all lean gas assets** which the basin does not need/want more of. Sundown is 100% dry gas no liquids at all. Septimus is wet gas but largely inconsequential (15000 net acres). Deep Southwest Kakwa is 100% dry gas and almost entirely undelineated. South Kakwa (from Strathcona) is wet gas. There rest of Kakwa's inventory needs to be saved for maintenance. Taking further Attachie projects off the table is not good. Not saying"  
[X Link](https://x.com/ShaleTier7/status/2019545230526332941)  2026-02-05T22:54Z [----] followers, [----] engagements


"@canuckelhed Like maybe. What's it gonna do. Doesn't give them inventory. Would have loved to see them buy XTO or close on Veren but alas here we are. They could buy Yoho or Orlen or Questerre or whatever but it doesn't solve much"  
[X Link](https://x.com/ShaleTier7/status/2019585971654995968)  2026-02-06T01:36Z [----] followers, [---] engagements


"I think this is a very bad take. Nobody has to "exit" or "sell". Veren was "sold" but it was an all stock deal and the pro forma company embodied the same or similar ethos with overlapping assets. The shareholders kept all the upside and nothing was crystallized. It's wrong to say same fate awaits ARC because there is nobody forcing a sale and the board would be miserably wrong to crystallize a sale/give into an offer that ascribes little value for Attachie. To my point disappearing it isn't conducive to getting any value for it anywhere -- either in M&A or equity markets. Speaking like"  
[X Link](https://x.com/ShaleTier7/status/2019625348410011939)  2026-02-06T04:13Z [----] followers, [---] engagements


"@ng_TO1 The Veren/Whitecap deal is a completely unique transaction. The Canadian acquirer for ARC is also Whitecap"  
[X Link](https://x.com/ShaleTier7/status/2019631684984140247)  2026-02-06T04:38Z [----] followers, [---] engagements


"I'm getting real excited thinking about this map"  
[X Link](https://x.com/ShaleTier7/status/2019633204932882893)  2026-02-06T04:44Z [----] followers, [----] engagements


"@CrnaNpc The results are certainly still economic youre right. Why Id like to see more infrastructure there from ARC. Today Id think CNRL would have a tough time buying ARC over some of the other options in the market especially oil sands with 20+ years of duration over ARC"  
[X Link](https://x.com/ShaleTier7/status/2019650916832669964)  2026-02-06T05:54Z [----] followers, [---] engagements


"How it feels to sit and listen to a conversation about the Winter Olympics and not about the Delaware Woodford"  
[X Link](https://x.com/ShaleTier7/status/2020170166148215057)  2026-02-07T16:17Z [----] followers, [----] engagements


"@BasedHarun BEATS THE CURRENT -$2.54/GJ REALIZATIONS"  
[X Link](https://x.com/ShaleTier7/status/2020193555990618587)  2026-02-07T17:50Z [----] followers, [---] engagements


"@BrandonMyers10 Honestly I wonder if that was an error or just general misclassification of what was producing from the whole ETX Basin if it was the Bossier or Haynesville. Tbh I have no 2005-2010 period understanding to anchor to"  
[X Link](https://x.com/ShaleTier7/status/2020381938834633045)  2026-02-08T06:19Z [----] followers, [---] engagements


"@atherton_chris ✅"  
[X Link](https://x.com/ShaleTier7/status/2020529453554643442)  2026-02-08T16:05Z [----] followers, [---] engagements


"vSeriously for a second -- the problem that I have with Andrew Leach's posts like "behold Ottawa's war on oil" (then showing oil production going up) is the fact it's really tone deaf. It's insultingly diminutive to say "oil production is going up under a Liberal administration thus the more Conservative base of oil producers saying they're 'repressed' are just wrong". I troll Andrew a fair bit so do the aforementioned Conservative oil producers -- so FWIW I assume there hasnt been been much constructive progression of the narrative -- so Ill attempt it I suppose. I have the privilege of not"  
[X Link](https://x.com/ShaleTier7/status/2020609630788067532)  2026-02-08T21:24Z [----] followers, 15K engagements


"Sure but it's [--] years later and it has become much easier to deploy. In all [--] parts of the IRR equation the variables have gotten better. On the cost part -- capital efficiencies are improved with simpler facility designs. The timing is faster with modular facilities for the smaller scale projects and large scale CPFs too. On the returns part -- recovery factors are derisked novel ways to improve permeability being tested reservoir modelling magnitudes better. https://twitter.com/i/web/status/2020638182317203680 https://twitter.com/i/web/status/2020638182317203680"  
[X Link](https://x.com/ShaleTier7/status/2020638182317203680)  2026-02-08T23:17Z [----] followers, [---] engagements


"No. Investors flock to returns. Right now buybacks may be the highest return on capital or offshore might be. Canada can make the oil sands highly competitive by easing certain risk factors that might make it not competitive (i.e. increase return required for risk). Again this is factual I am positive I have a better handle on upstream capital allocation than you. https://twitter.com/i/web/status/2020638685235138994 https://twitter.com/i/web/status/2020638685235138994"  
[X Link](https://x.com/ShaleTier7/status/2020638685235138994)  2026-02-08T23:19Z [----] followers, [--] engagements


"Me at the Super Bowl party waiting to shift the conversation from the Patriots to the Permian"  
[X Link](https://x.com/ShaleTier7/status/2020661096915615908)  2026-02-09T00:48Z [----] followers, [----] engagements


"$VAL $RIG merger a HUGE day for guys with wives that don't want them to self-direct their retirement savings"  
[X Link](https://x.com/ShaleTier7/status/2020920051717783938)  2026-02-09T17:57Z [----] followers, 11.8K engagements


"Hot take -- Houston is absolutely beautiful this time of year"  
[X Link](https://x.com/ShaleTier7/status/2020988973381026046)  2026-02-09T22:31Z [----] followers, 22.2K engagements


"Yes if they bought this pipeline in [----]. These fields have been producing for a bajillion years saying there's "upside" is fairly facetious by Gibson. This area is very beat to shit. Probably stays relatively flat but further organic growth (i.e. not building new pipes and then massaging the numbers) highly unlikely. https://twitter.com/i/web/status/2021395439916880343 https://twitter.com/i/web/status/2021395439916880343"  
[X Link](https://x.com/ShaleTier7/status/2021395439916880343)  2026-02-11T01:26Z [----] followers, [----] engagements


"@NiceQuarterGuys Gibson is NOT the ASU frat leader 🙅♂"  
[X Link](https://x.com/ShaleTier7/status/2021421205950242831)  2026-02-11T03:09Z [----] followers, [---] engagements


"The bull case for the Canadian gas market is that it's actually so structurally bad that it'll be impossible for it to not get better (more egress) over the medium- to long-term"  
[X Link](https://x.com/ShaleTier7/status/2021763790300492101)  2026-02-12T01:50Z [----] followers, [---] engagements


"Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more throughout the portfolio 🧠 WCP ARX market cap WCP ARX market cap"  
[X Link](https://x.com/ShaleTier7/status/2015947564592595003)  2026-01-27T00:38Z [----] followers, [----] engagements


"Hear me out. Has Oklahoma City tried simply relocating itself to Houston Has Oklahoma City tried simply relocating itself to Houston"  
[X Link](https://x.com/ShaleTier7/status/2020911944127881662)  2026-02-09T17:25Z [----] followers, 99K engagements


"I hate the LandBridge bros. Can't explain it. Like wow real nice thesis that the greatest hydrocarbon basin on the face of the earth is going to keep producing for a little while. Oh we might put data centers there Gutsy call. Go buy some rank tier [--] wildcat acreage you cuck"  
[X Link](https://x.com/ShaleTier7/status/2021727851637309516)  2026-02-11T23:27Z [----] followers, [----] engagements


"Holy shit. No way. Hold your horses Data centers in the Permian The PERMIAN BASIN You mean the area of the country that's practically inhabited has a low regulatory burden and natural gas is $0.00/MMBtu Fk man I don't know that's a ballsy call. Bit of a stretch imho. $LB Data centers in the Permian are looking increasingly inevitable https://t.co/km9i2dYxg1 Horizon Kinetics guesstimates $80m of effectively pure margin revenue for 1GW on 2K acres. Even if it's half of that this just the beginning of the re-rating for Landbridge. I'd https://t.co/wRYkHguFeL $LB Data centers in the Permian are"  
[X Link](https://x.com/ShaleTier7/status/2022377402878562811)  2026-02-13T18:28Z [----] followers, 27.8K engagements


"Well said 👇👏🍻 Couldn't agree more. Some of the better market analysts like Kyle & @JoshYoung all over the [----] return to office oil demand thesis"  
[X Link](https://x.com/ShaleTier7/status/2022488641541730692)  2026-02-14T01:50Z [----] followers, [----] engagements


"Why do annual reports no longer have full page spreads of the lads FOR THE LOVE OF GOD BRING THIS BACK"  
[X Link](https://x.com/ShaleTier7/status/1998974303572996242)  2025-12-11T04:33Z [----] followers, [----] engagements


"Did you an eager Canadian gas investor wake up this morning to see Henry Hub up 27% and bolted out of bed with a smile on your face only to be disappointed by Canadian gas stocks trading flat on http://x.com/i/article/2013725643867852800 http://x.com/i/article/2013725643867852800"  
[X Link](https://x.com/ShaleTier7/status/2013748678884798505)  2026-01-20T23:01Z [----] followers, 48.6K engagements


"@OldWhiteWalker @rouzi_mrouz Sir I cover all the Canadian natural gas producers. I am an expert in industrial waste management"  
[X Link](https://x.com/ShaleTier7/status/2016342949710487998)  2026-01-28T02:49Z [----] followers, [--] engagements


"@willrayvalentin A Permian short always has 100% downside. Few"  
[X Link](https://x.com/ShaleTier7/status/2016692413419716659)  2026-01-29T01:58Z [----] followers, [----] engagements


"@ng_TO1 How would that work The buyer will pay an implied $5Bn for Attachie and then not disclose anything about it Who has that kind of coin to make that deal"  
[X Link](https://x.com/ShaleTier7/status/2019619183793959045)  2026-02-06T03:48Z [----] followers, [----] engagements


"How I write my investment memos so nobody can get mad at me when my completely made up and impossible to achieve numbers turn out to be completely made up and impossible to achieve"  
[X Link](https://x.com/ShaleTier7/status/2021232598870102273)  2026-02-10T14:39Z [----] followers, [----] engagements


"Not saying there's not an insider data advantage. But every single CEO thinks their acquisition/capital project/market entry is going to be the greatest most profitable undertaking in history. We quite literally wouldn't have functional capital markets if you couldn't easily take the other side of these bets. The compute market is by definitionally uncertain and nearing-commoditization; so at one point one of these CEOs will be wrong on their incremental dollar. So and Im just spitballing here what if guys like Zuck Jassy Bezos Sundar etc. have a little bit better idea of what their capex"  
[X Link](https://x.com/ShaleTier7/status/2021235833467174973)  2026-02-10T14:52Z [----] followers, [----] engagements


"@BrandonMyers10 Sir you can already short E&P stocks"  
[X Link](https://x.com/ShaleTier7/status/2021346282741301613)  2026-02-10T22:11Z [----] followers, [---] engagements


"@MWG_Jamie Bruh this is a dogs breakfast asset"  
[X Link](https://x.com/ShaleTier7/status/2021373423105306901)  2026-02-10T23:59Z [----] followers, [----] engagements


"@ctrlopenbracket We need BBQ stimulus ASAP"  
[X Link](https://x.com/ShaleTier7/status/2022088015238291863)  2026-02-12T23:18Z [----] followers, [---] engagements


"Watch Nugget Capital have a full on soiled pants level meltdown when he learns what Private Equity does. Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger." https://t.co/0AFeVw7nwH Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on"  
[X Link](https://x.com/ShaleTier7/status/2022498154663547285)  2026-02-14T02:28Z [----] followers, [---] engagements


"The only entity that would (should) ever pay a premium for $NVA stock is $OVV. The only reason someone would buy a 10% block for a premium is if they were going to eventually pay a premium for the company. That's clearly what's going to happen. It looks really good on a map but would be a bad deal -- and also raises the question; why should Ovintiv be downspacing in the Montney -- what cost of capital advantage do they have Ovintiv's Karr acquisition last year -- phenomenal very well done. $3Bn for 70000BOE/d that's very sustainable and some of the best drilling inventory in North America."  
[X Link](https://x.com/ShaleTier7/status/1970284894757511547)  2025-09-23T00:31Z [----] followers, [----] engagements


"$OVV BUYING $NVA SELLING ANADARKO"  
[X Link](https://x.com/ShaleTier7/status/1985829692839248142)  2025-11-04T22:01Z [----] followers, [----] engagements


"Hey so @globeandmail this is a really bad headline and not even within the realm of reasonable transactions"  
[X Link](https://x.com/ShaleTier7/status/2011497524708974949)  2026-01-14T17:55Z [----] followers, 12.1K engagements


"Pretty obvious there are [--] main (arguably maybe 4) suitors for this -- Tourmaline CNRL Peyto and Spartan a sneaky contender I think. Tourmaline and CNRL will want to take the whole thing. I'd suspect that CNRL will want to buy it because the smugness factor of buying Tourmaline's Charlie Lake then beating them at the deal they're clearly saving up for is great. I'd imagine they might also take Rainbow as a way to up the deal (ARO consideration) though that's a pretty gross asset. I don't think Tourmaline will take it and that's probably what gets it across the line. Peyto will want the"  
[X Link](https://x.com/ShaleTier7/status/2013807502719361191)  2026-01-21T02:54Z [----] followers, 14.9K engagements


"For the record any of the Canadian E&Ps that have exposure to certain hubs via AECO 7A basis swaps they dont benefit from cash volatility and theres still a lot of room for G26 to move down throughout the month"  
[X Link](https://x.com/ShaleTier7/status/2016172277033775454)  2026-01-27T15:31Z [----] followers, [----] engagements


"Lots of hand wringing about Tourmaline being down. Nut up. If you own Tourmaline you should have a thesis like the one attached (which is largely correct) and its 'playing-out' over the next decade will result in returns that clear your own target. When you look at where North America gas is today; Tourmaline will absolutely have the opportunity to step up and answer a call from a structurally short market. What's being produced today is less economic than their inventory. Kevin is particularly challenged at understanding ideas that are foreign to him -- in this case the Montney so in a"  
[X Link](https://x.com/ShaleTier7/status/2018887832769540488)  2026-02-04T03:22Z [----] followers, [----] engagements


"This is the wildest press release you'll ever read. Nothing will prepare you for what is inside. InPlay Oil Corp. Announces Bond Offering https://t.co/nB4eynJ3ac InPlay Oil Corp. Announces Bond Offering https://t.co/nB4eynJ3ac"  
[X Link](https://x.com/ShaleTier7/status/2019512599948460319)  2026-02-05T20:44Z [----] followers, 21.6K engagements


"One of my favourite Zach Bryan songs"  
[X Link](https://x.com/ShaleTier7/status/2021060723884052934)  2026-02-10T03:16Z [----] followers, [----] engagements


"@petroquestions I think these are two completely different scenarios (today and 2000s) -- one was very much demand driven with few substitutes; and today it's very supply driven. Gold is not even worthwhile comparing they're complete different commodities. Oil will never be a store of value"  
[X Link](https://x.com/ShaleTier7/status/2022462237957591440)  2026-02-14T00:05Z [----] followers, [--] engagements


"ARC is talking down [----] Attachie/guidance to the street but ya support zone. Attachie doesnt replicate Kakwa like they promised and Kakwa has [--] years of ultra core inventory remaining. But ya RSI. $ARX entering the support zone RSI nearly really oversold if it gets there that is a super strong buy. Solid area now. Keen on Attachie developments they should earn well on strip this year. https://t.co/RIDTNsfZZ8 $ARX entering the support zone RSI nearly really oversold if it gets there that is a super strong buy. Solid area now. Keen on Attachie developments they should earn well on strip this"  
[X Link](https://x.com/ShaleTier7/status/2009062823763300815)  2026-01-08T00:41Z [----] followers, 10.8K engagements


"@cannibalstocks Lmfao 😂"  
[X Link](https://x.com/ShaleTier7/status/2021660073047863691)  2026-02-11T18:58Z [----] followers, [----] engagements


"@WMitchell618 Is this a $SD tweet"  
[X Link](https://x.com/ShaleTier7/status/2022385901251559819)  2026-02-13T19:02Z [----] followers, [---] engagements


"Kevin is particularly challenged at understanding ideas that are foreign to him -- in this case the Montney so in a fairly earnest manner I'm going to lay it out for the crowd. Take North America on the whole. North America likes consuming and exporting natural gas but we don't have unlimited natural gas. At one point the United States will need to turn to Canada to seek more natural gas inventory. That's a given. The wall of demand that's coming from the US L48 is fairly large and their own plays can't answer all of it not for the duration that they want (an LNG terminal is 20-40 years of"  
[X Link](https://x.com/ShaleTier7/status/1983552562684178745)  2025-10-29T15:12Z [----] followers, 26.3K engagements


"@texastalkin @joeenergy4130 Nothing is dogshit with $8 NYMEX and a 5000#/ft frac -@joeenergy4130 -@ShaleTier7"  
[X Link](https://x.com/ShaleTier7/status/2020338816259879066)  2026-02-08T03:28Z [----] followers, [----] engagements


"I think it's very reasonable for oil stocks to move higher in general especially the very well endowed ones. For some reason unbeknownst to me one day in [----] someone decided that for the next MILLIONS of years that humans exist -- they will no longer need hydrocarbons. Look at the chart below and see how absolutely ridiculous that is. We discovered how to remove portable highly cheap energy from the ground and then say "nah that couldn't possibly be useful for the next [---] generations of humans". Lol. Why should you pay 50x free cashflow for a shitty SAAS company and 12x free cashflow for"  
[X Link](https://x.com/ShaleTier7/status/2021985889745088899)  2026-02-12T16:32Z [----] followers, 24.1K engagements


"The geologists in [---] million years are gonna be so fkn confused when their fluvial channel is just a straight line. The Mississippi River is trying to change course and engineers are actively holding it in place. For over a century the river has been slowly pulling toward the shorter steeper Atchafalaya River route to the Gulf. If it ever fully switches major ports like Baton Rouge and New https://t.co/4y7viGxZ7J The Mississippi River is trying to change course and engineers are actively holding it in place. For over a century the river has been slowly pulling toward the shorter steeper"  
[X Link](https://x.com/ShaleTier7/status/2022165824937877665)  2026-02-13T04:27Z [----] followers, [----] engagements


"Super interesting flag this afternoon in the Clearwater. Spur Marten Hills waterflood project at 32-073-24W4 seeing early signs of water breakthrough. Going to wait for January data for a bit more production data. This would suggest that the recovery on this section probably runs to 4MMBbls. That's a phenomenal result and brings section-level PV10% in the core of the core to $40-50MM and undiscounted FCF to $100MM+ per section. This section has thickness to support a triple-stack scheme with the bottom injector the first to support then the middle injector (the one that watered out see"  
[X Link](https://x.com/ShaleTier7/status/2022440906646028671)  2026-02-13T22:41Z [----] followers, [----] engagements


"When I meet a girl and she says in order to take her out I have to be bullish AECO"  
[X Link](https://x.com/ShaleTier7/status/2022700858136498660)  2026-02-14T15:53Z [----] followers, [----] engagements


"My ideal Valentines Day I wake up and tweet about the Duvernay while watching reruns of The Ingraham Angle"  
[X Link](https://x.com/ShaleTier7/status/2022751667016663404)  2026-02-14T19:15Z [----] followers, [----] engagements


"$60 WTI and I just ate a full pint of organic raspberries. AMA"  
[X Link](https://x.com/ShaleTier7/status/2013436046072258906)  2026-01-20T02:18Z [----] followers, 10.1K engagements


"u have kind of got to respect justin trudeaus career - generational run tbh 1994-1998: Snowboard instructor 1998-2002: Substitute teacher 2002-2008: CBC radio host/actor 2013-2025: PERSONALLY HANDICAPPED THE ECONOMY OF A G7 NATION 2025-current: Katy Perrys boyfriend Katy Perry shared a new vacation photo with boyfriend Justin Trudeau https://t.co/Qyw4Ypl95m Katy Perry shared a new vacation photo with boyfriend Justin Trudeau https://t.co/Qyw4Ypl95m"  
[X Link](https://x.com/ShaleTier7/status/2009275902379586023)  2026-01-08T14:48Z [----] followers, 10.1M engagements


"RT @ShaleTier7: I think it's very reasonable for oil stocks to move higher in general especially the very well endowed ones. For some re"  
[X Link](https://x.com/ShaleTier7/status/2022151985181372672)  2026-02-13T03:32Z [----] followers, [--] engagements


"Absolutely hilarious Baytex [----] RRX deal lookback. The slide deck forecast $1.3Bn of AFF in [----] at US$65/Bbl WTI. consensus AFF for [----] is $0.6Bn and that's with a round trip -$1Bn write down in Texas. They did not focus on "next play" capture as they now have FEWER Duvernay acres than at acquisition of Raging River they did NOT do any accretive acquisitions -- AND. their production didn't get anywhere close to forecasts DESPITE discovering Peavine. https://twitter.com/i/web/status/2022155128996774200 https://twitter.com/i/web/status/2022155128996774200"  
[X Link](https://x.com/ShaleTier7/status/2022155128996774200)  2026-02-13T03:45Z [----] followers, [----] engagements


"Greatest dividend confirmation in the history of dividend confirmations. Team knocks it out of the park again. Perfect use of significant figures. Perfect conference call announcement newswire synergies. Textbook dividend confirmation right here. Folks should be taking notes. Whitecap Resources Inc. confirms monthly dividend for February of $0.0608 per share and announces fourth quarter and year end [----] results conference call / webcast https://t.co/V9WWoIiNhq Whitecap Resources Inc. confirms monthly dividend for February of $0.0608 per share and announces fourth quarter and year end 2025"  
[X Link](https://x.com/ShaleTier7/status/2022162387802227163)  2026-02-13T04:14Z [----] followers, [----] engagements


"So this gentleman posts -- "I've just retweeted some oil analysts seems like the supply story is fading away". His retweet -- Josh Young. Of course the shitty gambling-addicted barber always thinks its time for a shitty haircut. I mean no disrespect to the fella Im quote-tweeting only to Josh Young. So here's some global oil market perspective from a guy that doesn't run a fund stocked to the gills with $143/Bbl breakeven shitcos about [--] weeks away from delisting review. I am not bullish oil. Not in the way that I think it's going to go straight down. I am not bullish oil in the way that I"  
[X Link](https://x.com/ShaleTier7/status/2022359733416673748)  2026-02-13T17:18Z [----] followers, 18.7K engagements


"RT @ShaleTier7: So this gentleman posts -- "I've just retweeted some oil analysts seems like the supply story is fading away". His retwee"  
[X Link](https://x.com/ShaleTier7/status/2022373052999438657)  2026-02-13T18:11Z [----] followers, [--] engagements


"@mmm_btus Don't disagree with the caveat I'm largely talking fundamentals not trading biases -- which is what the 'bulls' like Josh think they're talking but they rationalize those fundamental views with trading talking points"  
[X Link](https://x.com/ShaleTier7/status/2022446399166779506)  2026-02-13T23:02Z [----] followers, [---] engagements


"Always interesting to see how people with sub-50 IQs think about the markets. Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger." https://t.co/0AFeVw7nwH Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's"  
[X Link](https://x.com/ShaleTier7/status/2022457275517165705)  2026-02-13T23:46Z [----] followers, 10.5K engagements


"@imanobo02670922 Posting debt levels for an infrastructure company. Why would they pay it off. Thats how equity makes money. Why does shares out matter if distributable cashflow is growing. Its amateur hour from all sides"  
[X Link](https://x.com/ShaleTier7/status/2022573530345541988)  2026-02-14T07:28Z [----] followers, [---] engagements


"@EvanBleker I dont think the industry is setting up for massive under-investment. Definitely minor 2021-2023 as shale focus kind of overshot but the industry has begun to correct and begin adding back slack"  
[X Link](https://x.com/ShaleTier7/status/2022580898231914996)  2026-02-14T07:57Z [----] followers, [--] engagements


"@imanobo02670922 Do you think the dividend has had an impact on their retained earnings Think hard"  
[X Link](https://x.com/ShaleTier7/status/2022703324164739096)  2026-02-14T16:03Z [----] followers, [--] engagements


"RT @plasticnewt3: Grants posture screams comfortmaxxing and Danielle is having all of it look at her smile. And the temerity to do it in"  
[X Link](https://x.com/anyuser/status/2022711625141166541)  2026-02-14T16:36Z [----] followers, [--] engagements


"@310Value I would literally rather kill myself than own a single share of Landbridge. It could be a guaranteed 100x and I would have not even the slightest modicum of desire to own the stock"  
[X Link](https://x.com/ShaleTier7/status/2022765389898449042)  2026-02-14T20:10Z [----] followers, [---] engagements


"I think this is an unbelievably stale talking point. Not saying it's wrong -- but surely people appreciate Africa and India are not going to follow a demand trajectory anywhere close to China or the Americas/Europe. Everyone has seen the "no such thing as an energy poor but economically rich country" chart but nobody ever provides a solid as to how the currently energy poor countries are going to achieve industrialization especially with governments that aren't. autocratic. Sure they all "want" a better quality of life and more energy = more happiness. But how I "want" a Gulfstream G650 but"  
[X Link](https://x.com/ShaleTier7/status/2022767337162908017)  2026-02-14T20:18Z [----] followers, [--] engagements


"Baytex pro forma has such a painfully sad portfolio. The Viking is worth $300MM at best Lloyd Morinville and Peace River are worth maybe $750MM which leaves Peavine and the Duvernay to make up the balance. These assets should trade at like 2x and 90% PDP they do Baytex literally sold the Viking to Whitecap for less than 2x NOI. I can get to $1.1-1.2Bn on Peavine which takes us to $2.2Bn EV before the Duvernay. $0.2Bn implied value for the Duvernay is low but this company deserves a very healthy discount. None of their plays are rich in inventory -- even the Duvernay with [---] locations gives"  
[X Link](https://x.com/ShaleTier7/status/1988762913113534620)  2025-11-13T00:16Z [----] followers, [---] engagements


"Has Oklahoma City tried simply relocating itself to Houston"  
[X Link](https://x.com/ShaleTier7/status/2020905857266090407)  2026-02-09T17:01Z [----] followers, 106.7K engagements


"@Citrini7 #2 cause I was clearly buying an oil stock. Any other answer is incorrect"  
[X Link](https://x.com/ShaleTier7/status/2021127688824684951)  2026-02-10T07:42Z [----] followers, [----] engagements


"I LOVE GRYOS I LOVE OUZO I LOVE OLIVE OIL I LOVE FETA CHEESE I LOVE DEBT CRISISES I LOVE BAKLAVA MOST OF ALL I LOVE SPARTAN DELTA CORP"  
[X Link](https://x.com/ShaleTier7/status/2021693154383294844)  2026-02-11T21:09Z [----] followers, [----] engagements


"BofA analyst: "What have the lessons been from the Dominator Project and what impact does it have on future well spacing and inventory across your Delaware position" Tim Leach: are you kidding me the Dow is over [-----] dollars"  
[X Link](https://x.com/ShaleTier7/status/2021991828862779612)  2026-02-12T16:56Z [----] followers, [----] engagements


"Yes this is the Permian. You're right there's a ton of oil left -- which is mostly my point. I'm not price bullish like others I see no real reason for oil to go much higher than mid-$60s but I am duration bullish. In the end Exxon will very likely make $0.5T from the Permian alone. https://twitter.com/i/web/status/2022012090035450146 https://twitter.com/i/web/status/2022012090035450146"  
[X Link](https://x.com/ShaleTier7/status/2022012090035450146)  2026-02-12T18:17Z [----] followers, [---] engagements


"You: buying MSFT as an AI beneficiary Me: buying TMS as an AI beneficiary We are not the same (I'm broke)"  
[X Link](https://x.com/ShaleTier7/status/2022372508109054455)  2026-02-13T18:09Z [----] followers, [----] engagements


"@dontflytoohigh @petroquestions @ArjunNMurti I don't particularly think it's profound. I think it's useful to put actual work into defining what people think via modelling global upstream projects rather than posing very loaded open-ended questions. It's not a bearish post either"  
[X Link](https://x.com/ShaleTier7/status/2022777137925673163)  2026-02-14T20:57Z [----] followers, [--] engagements


"If I had any money I'd put it all in $CRK"  
[X Link](https://x.com/anyuser/status/1983586125664153994)  2025-10-29T17:26Z [----] followers, 24.7K engagements


"@Kevin_AGraham This is the best reply youve got I honestly kind of expected better but kind of proves my point I guess. Good discussion Kevin keep up the good work"  
[X Link](https://x.com/anyuser/status/1983615277427564784)  2025-10-29T19:21Z [----] followers, [----] engagements


"I dont have any flaws but if I was forced to make one up it would be I love arguing with literally anyone online wayyyyyyyyyy too much the dumber the better. Cant get enough of it"  
[X Link](https://x.com/anyuser/status/1983877294306259058)  2025-10-30T12:43Z [----] followers, [----] engagements


"Getting ready for Halloween"  
[X Link](https://x.com/ShaleTier7/status/1983954871490617434)  2025-10-30T17:51Z [----] followers, 11.3K engagements


"Do we think the MEG meeting is recessed cause people have an issue with the obvious bribe that Cenovus paid to Strathcona lol who woulda thunk"  
[X Link](https://x.com/anyuser/status/1983988671025181120)  2025-10-30T20:05Z [----] followers, 10.2K engagements


"Do you know how freaking backwards it is to see something that's literally driving 105% of economic growth in the US and say "yeah let's ban that" instead of hustle to embrace it It's not even a temporary bust in logic it's just pure derangement"  
[X Link](https://x.com/ShaleTier7/status/1984037359881740513)  2025-10-30T23:19Z [----] followers, [----] engagements


"Canadian securities regulators today"  
[X Link](https://x.com/ShaleTier7/status/1984101356748337188)  2025-10-31T03:33Z [----] followers, [----] engagements


"Sharks I stand in front of you today seeking $2mm in equity for 5% of my business. Our plan is to open a Rolex stand directly outside the corporate mergers floor at the Blake Cassels & Graydon LLP offices"  
[X Link](https://x.com/anyuser/status/1984240437662474478)  2025-10-31T12:46Z [----] followers, [----] engagements


"Calgary M&A lawyers walking back into the office after their MEG/CVE/SCR invoices are paid"  
[X Link](https://x.com/ShaleTier7/status/1984274693722165706)  2025-10-31T15:02Z [----] followers, [----] engagements


""John listen to me John an opportunity has come across my desk that's maybe the best I've seen. It is a cutting edge high-tech firm out of California awaiting imminent Fire Marshall approval on something that could single-handedly save the California economy. Does that sound interesting to you John The company's name is Sable Offshore they have one of the best offshore fields I've ever seen John. There's so much oil down there it's naturally leaking into the ocean. Think about it John it's coming out of the ground for free. Right now it trades as busted SPAC down from $30 a share but John"  
[X Link](https://x.com/ShaleTier7/status/1984324080380895521)  2025-10-31T18:18Z [----] followers, 22K engagements


"PHIL DON'T ADMIT TO HAVING INSIDER INFORMATION PHIL"  
[X Link](https://x.com/ShaleTier7/status/1984328284231057479)  2025-10-31T18:35Z [----] followers, 25.8K engagements


"Phil's lawyers reading the chat transcripts that are about to go into discovery"  
[X Link](https://x.com/ShaleTier7/status/1984329811444285619)  2025-10-31T18:41Z [----] followers, [----] engagements


"Its sad we have to do this every year but I cannot emphasize enough please check your childrens candy. Ive heard some unscrupulous actors are hiding shares of low base decline small cap tsx oil producers with waterflood upside in candy bars. Shameful. Be safe out there"  
[X Link](https://x.com/ShaleTier7/status/1984442559176065501)  2025-11-01T02:09Z [----] followers, [----] engagements


"@TheStalwart Do you think it's cause he's tired of being asked the same question like [--] times every single hour Maybe there's a very simple explanation"  
[X Link](https://x.com/ShaleTier7/status/1984674806873407777)  2025-11-01T17:32Z [----] followers, 10.3K engagements


"I would really appreciate it if you were going to talk shit about me -- you got the facts right. I am NOT a [--] year old with low self esteem. I'm a [--] year old with low self esteem. Attention to detail matters @jim_duffus Hes a [--] year old kid with low self esteem. What else would you expect Hes purely entertainment and all the kids with $10k in a margin account eat it up. You just posted more evidence. The insults never end. @jim_duffus Hes a [--] year old kid with low self esteem. What else would you expect Hes purely entertainment and all the kids with $10k in a margin account eat it up. You"  
[X Link](https://x.com/ShaleTier7/status/1985103749980000662)  2025-11-02T21:56Z [----] followers, 12.1K engagements


"The only basin overlap both companies share is the Permian. They have exactly one directly offsetting lease line thats more than 1/4 section. So their entire [------] acre portfolio shares [--] miles of direct offset/overlap. $SM/ $CIVI combo https://t.co/Y3cZw5dSGe $SM/ $CIVI combo https://t.co/Y3cZw5dSGe"  
[X Link](https://x.com/ShaleTier7/status/1985343895300092281)  2025-11-03T13:50Z [----] followers, 22.3K engagements


"Can't imagine how on-tilt you need to be to wake up Monday morning and instead of like going on a walk with your wife or phoning your daughter -- completely unprompted you go old through almost 2-year old quote tweets (not even a tweet from me) to make a post like this. 👀 Another great call from [--] year old phenom @ShaleTier7 👏 👏 👏 Just like he drew it up 🙊 But wait wasnt Michael Jim Cramer Spyker was long $PEY.to last week 😂 🤣 😂 https://t.co/8R1KQDY3IS 👀 Another great call from [--] year old phenom @ShaleTier7 👏 👏 👏 Just like he drew it up 🙊 But wait wasnt Michael Jim Cramer"  
[X Link](https://x.com/ShaleTier7/status/1985379148395880812)  2025-11-03T16:10Z [----] followers, [----] engagements


"Thoughts @dieworkwear So proud to be a New Yorker The American dream continues Congrats Mayor @ZohranKMamdani 🗽🌊 https://t.co/nvR5Zb46TI So proud to be a New Yorker The American dream continues Congrats Mayor @ZohranKMamdani 🗽🌊 https://t.co/nvR5Zb46TI"  
[X Link](https://x.com/anyuser/status/1985919278613414170)  2025-11-05T03:57Z [----] followers, 92.4K engagements


"Should I make this my entire personality If I had any money I'd put it all in $CRK If I had any money I'd put it all in $CRK"  
[X Link](https://x.com/ShaleTier7/status/1986092568703373387)  2025-11-05T15:25Z [----] followers, [----] engagements


"If your model has crude production travel 1.5mmbbls/d in the matter of [--] days your methodology is clearly wrong and you should be embarrassed to share it"  
[X Link](https://x.com/ShaleTier7/status/1986121996334457007)  2025-11-05T17:22Z [----] followers, 12.6K engagements


"This weeks headlines summarized"  
[X Link](https://x.com/ShaleTier7/status/1986512036021571690)  2025-11-06T19:12Z [----] followers, [----] engagements


"So you bought the Eagle Ford at $92 WTI and ignored the West Shale Basin while companies were literally giving it away for free and now youre marketing the Texas assets while buying more Duvernay. Is there anything you want to say to clear the air on your capital allocation"  
[X Link](https://x.com/ShaleTier7/status/1986618834544173431)  2025-11-07T02:16Z [----] followers, [----] engagements


"This is actually great advice from Phil and trust him he knows a thing or two about 85% off"  
[X Link](https://x.com/ShaleTier7/status/1986624012945138030)  2025-11-07T02:37Z [----] followers, [----] engagements


"When you're just a chill guy and the formula is busted so you jam )))))))))) at the end of it and hope that works"  
[X Link](https://x.com/ShaleTier7/status/1986797006577365170)  2025-11-07T14:04Z [----] followers, [----] engagements


"@MacroAlf Over/under [--] days"  
[X Link](https://x.com/ShaleTier7/status/1958278735255535882)  2025-08-20T21:23Z [----] followers, [---] engagements


"I feel like I am taking crazy pills"  
[X Link](https://x.com/anyuser/status/1969091531882541269)  2025-09-19T17:29Z [----] followers, 150.1K engagements


"WCP ARX market cap"  
[X Link](https://x.com/ShaleTier7/status/2015896970192420897)  2026-01-26T21:17Z [----] followers, 12.3K engagements


"Me and the boys after buying a used motor oil refinery for $1 out of receivership Used Motor Oil Refinery Receivership Sale: KSV Restructuring Inc. Independent Renewable Resources Corp. https://t.co/3p5fZ6sWxt Used Motor Oil Refinery Receivership Sale: KSV Restructuring Inc. Independent Renewable Resources Corp. https://t.co/3p5fZ6sWxt"  
[X Link](https://x.com/ShaleTier7/status/2015905941728940111)  2026-01-26T21:53Z [----] followers, 22.1K engagements


"HRH Abdulaziz bin Salman when he finds out about the oil sands"  
[X Link](https://x.com/ShaleTier7/status/1912479082840830385)  2025-04-16T12:12Z [----] followers, [----] engagements


"By [----] that building will say "Whitecap""  
[X Link](https://x.com/ShaleTier7/status/1970298907620999233)  2025-09-23T01:27Z [----] followers, [----] engagements

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