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@CouldBeMistaken

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Following
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All nonsense. Energy Realist.

Canada
Joined January 2021
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@CouldBeMistaken
Miss Taken
3 months
Thought experiment.. Comparing BTC1 to BTC2 1 is $BTC exactly 2 is $BTC but is backed by Picasso’s masterpieces which have finite supply. Which BTC is more valuable? Can the value of 2 be higher than the value of the masterpieces? Can the value of 1 be higher than 2?
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@CouldBeMistaken
Miss Taken
13 hours
@OnlyFol35201188 Well results / tax pools / etc are also just indicators of future cash… The mkt can only ignore these until they show up in earnings reports
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@CouldBeMistaken
Miss Taken
14 hours
@OnlyFol35201188 It’s all about cash How much cf What is the quality of cf Is it growing How long can it last /grow How much cf above sustaining capex Why would I care if you pay me divi or you reduce debt and I sell a fraction of my position for income? Common ingredient is lots of cash
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@CouldBeMistaken
Miss Taken
19 hours
@ryanjespersen No, I don’t think he rides the bus. But I think working class people do relate to Pierre more than most politicians.
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@CouldBeMistaken
Miss Taken
2 days
Poor kid got stuck playing in the NFL because he has zero left hand I just watched him go right ~500 times
@TheHoopHerald
Hoop Herald
3 days
Cooper DeJean, who had a pick six in the Super Bowl, had a first love of basketball in High School (Via @CourtsideFilms 🎥)
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@CouldBeMistaken
Miss Taken
3 days
@Kevin_AGraham @NuggetCapital @ManitobaCanuck Spot on about reserves I think BTE is drilling 100+ Viking wells OBE is drilling none because they have better uses for the capital.
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@CouldBeMistaken
Miss Taken
3 days
How much more efficient is govt when they know someone is watching? Behaviours will change. The savings will be unknowable.
@elonmusk
Elon Musk
3 days
@RichardHanania False. FY2026 cost reductions are tracking above the $4B/day savings necessary to achieve a $1T reduction in the deficit.
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@CouldBeMistaken
Miss Taken
3 days
@gmforbes35 Awkward
@markpavan
Mark Pavan
3 months
Real-time implosion. Immigration is a short-term bandaid for over spending.
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@CouldBeMistaken
Miss Taken
3 days
RT @NFLHateMemes: The Kansas City Chiefs getting ready for the big game today
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@CouldBeMistaken
Miss Taken
3 days
This man 👇wants Mark Carney as the next PM Let’s do the opposite of what Trudeau wants. For the sake of our country.
@govt_corrupt
govt.exe is corrupt
3 days
#WATCH: With Parliament shut down and Canada less than 30 days away from being hit with tariffs... Trudeau is in France pushing his climate change agenda. This is proof Trudeau has no intention to de-escalate Canada/US tensions! Justin Trudeau is a rogue Prime Minister!
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@CouldBeMistaken
Miss Taken
3 days
Humans are the hardest part of automation. x1000 with safety critical applications.
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@MrChallinger
Jonathan Challinger
3 days
Soooooo my @Tesla @cybertruck crashed into a curb and then a light post on v13.2.4. Thank you @Tesla for engineering the best passive safety in the world. I walked away without a scratch. It failed to merge out of a lane that was ending (there was no one on my left) and made no attempt to slow down or turn until it had already hit the curb. Big fail on my part, obviously. Don't make the same mistake I did. Pay attention. It can happen. I follow Tesla and FSD pretty closely and haven't heard of any accident on V13 at all before this happened. It is easy to get complacent now - don't. @Tesla_AI how do I make sure you have the data you need from this incident? Service center etc has been less than responsive on this. I do have the dashcam footage. I want to get it out there as a PSA that it can happen, even on v13, but I'm hesitant because I don't want the attention and I don't want to give the bears/haters any material. Spread my message and help save others from the same fate or far worse. @elonmusk @wmorrill3 @aelluswamy @Tesla_AI @AIDRIVR @chazman @WholeMarsBlog @DirtyTesLa @BeardedTesla @TesLatino
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@CouldBeMistaken
Miss Taken
4 days
RT @unusual_whales: For the first time on record, the majority of all trading in US stocks is now consistently occurring in dark pools acco…
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@CouldBeMistaken
Miss Taken
5 days
@elonmusk Magically they will all hit 15% and total cost won’t change
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@CouldBeMistaken
Miss Taken
6 days
E&P is a capital intensive sector Meanwhile, tech 👇
@eliant_capital
Eliant Capital
6 days
$AMZN AMAZON ANNOUNCES PROJECTED $104B OF CAPEX SPEND IN 2025
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@CouldBeMistaken
Miss Taken
6 days
@avionsunantiqu1 20+ meters on the west side? Is that thicker than the other areas you have been looking at?
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@CouldBeMistaken
Miss Taken
6 days
@InvestInOnG That doesn’t change the governance issue. It’s a conflict of interest
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@CouldBeMistaken
Miss Taken
7 days
@CdnEngyAnalysis @mikefaulkn41033 And multiples converging is a risk for both stocks but in opposite directions….
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@CouldBeMistaken
Miss Taken
7 days
@CdnEngyAnalysis @mikefaulkn41033 Agree. But OBE is internally compounding value (growth + buybacks) faster… so even if the multiples never converge the SP can outperform.
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@CouldBeMistaken
Miss Taken
7 days
@RyanRMooney I disagree about OBE management. I think they have been stewarded very well under the current mgmt team. Loukas’ deal for PROP will likely end up being a $500M windfall for shareholders. I said I wouldn’t argue against Neil. Obviously he has a very successful team.
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