Alberta1st Podcast

talos energy is a buy, off shore producer

CPI bottomed

Austrian v Keynsian

1. Parex has announced farm in plans which eliminate capex on future development

2.Parex has 3 wells coming online in September

3.Parex has 6.4MM acres of land to develop

4. By year end Parex will have results from a 19,500 foot horizontal well

5. Any increase in Free Funds Flow will go directly to shareholders.

Conclusion; If Parex Management recoups their loss in production(4,000 bbl/day) share holders will be better off than before Parex lost 4,000bbl/day

I tackle the misunderstanding that Nabors is a drilling company & I outline the deep value available at their current share price; under 600M market cap & earning 1B in EBIDTA

2.3B of debt or 2x EBIDTA

half a billion in cash.

REITS are cheap because they are insolvent.

Good luck and thanks for your time.

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Recorded June 6 2023, released late due to raunchy story

Pierre Poilievre lies about Maxime Bernier, Pierre lies about balancing budget

Birchcliff becomes first Company to cancel drilling contracts

Traders will sell whats high to report a profit

Rule #1 to pumping garbage assets is to be kind, courteous, and friendly.

Precision Drilling surprised analysts with profits at the end of 2022, and in the first quarter of 2023 Precision will surpise everyone with losses, which will extend through at least the 2nd quarter of 2023

White Cap was the best play, now White Cap is over crowded, over indebted, over leveraged, & under hedged

High Arctic sold all their liabilities to Precision, with the completion of the sale in the 1st quarter of 2023 High Arctic should report a surprise Profit for Q1 of 2023, the first profit in over 3 years possibly 5 years

My most popular tweet was my most unpopular tweet

well over 2,000 years after Socrates & Plato claimed that the masses (crowds) would favor a candy vender over a doctor I have proven them correct.

Our production continues to falter while bureaucrats continue to pretend they have the answer with their money printer.

The meaning of the word inflation has been distorted so that the fed can declare war on it by inflating the money supply. 

Our leaders are painting a bulls eye on the back of anyone with a savings account & they are pulling the trigger with every asset purchase they make via QE.

And all the inflation we exported with our negative trade surplus is coming back to vancouver and toronto.

It is never too late to separate from Canada.

Canada's industrial production index has been negative until April 2021, & it is returning to negative territory.

Alberta has the chance to Conquer Ottawa & Quebec without firing a shot while the East coasts supply lines are susceptible to attack.

Gold & Oil are the next commodities to rocket whether they are memed or not.

Albertas housing market is about to BOOM.

Alberta & Canada release their budgets. Alberta increases its debt to $118B & Canada directly attacks Alberta's oil Sector with their budget. Ottawa refuses to aid Carbon Negative Albertan industry they demand more subsidies for companies that depend primarily on fossil fuel for energy, such as airlines.  While Eastern Airlines gorge on Federal Aid West Jet is robbed of it's chance to be the largest Airline in Canada.

In this episode i detail how Ottawa is inflating house prices on the east coast to unsustainable levels & the effects it will have on Albertans. Please copy & paste the links into your browser if they don't open. 

https://youtu.be/oBMnMQ9Jzho

 https://www.google.com/amp/s/financialpost.com/real-estate/how-the-pandemic-lit-the-fire-of-a-red-hot-real-estate-market-inside-the-atlantic-bubble/wcm/8fc46075-54a1-47c2-830f-5a552adb5f55/amp/ 

https://en.wikipedia.org/wiki/Canada_Mortgage_and_Housing_Corporation 

https://www.google.com/url?sa=t&source=web&rct=j&url=https://blog.remax.ca/strong-housing-market-performance-expected-for-atlantic-canada-in-2019/&ved=2ahUKEwiojpXM94vwAhWKhJ4KHdB4CT8QFjAAegQIBBAC&usg=AOvVaw2bHBHn6e4I3eWSa7Ut0XF6 

https://nationalpost.com/news/canada/real-estate-in-atlantic-canada-in-a-whirlwind-of-demand-with-prices-blowing-sky-high 

https://blog.careerbeacon.com/here-are-the-average-canadian-salaries-by-sector-and-region-at-the-outset-of-2020/