Razor Oil
@RazorOil
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Low cost-of-supply permabull | Won some cool awards 🏆 | Not a qualified financial advisor, but a very qualified SAGD expert ♨️
Calgary, Alberta
Joined May 2020
Thanks to all that attended my talk at 🇨🇦 CRIN. It was awesome to meet so many friends from Imperial, Suncor, Alberta Innovates and many other organizations. The link to my entire presentation is in the first comment. Enjoy! 🫡🪒
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Meet Razer AIKit: Your open-source launchpad for AI development. Fine-tune and run 280,000+ LLMs locally, scale across GPU clusters, and keep your data private — Available now on GitHub ⚡. Start local. Go cluster.
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Banks: " We see lower/similar WTI prices in H1 2026." Responsible Small Oil company: "Ok, sounds good, we will spend less on CAPEX on assets that are not lowest cost of supply..." Retail investors: " Production will be down ! Sell !! Sell !! Sell !! " $ATH.TO 🫥🪒
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Q4 2023: “If this is what I think it is, half of the asset production will come from this one pad only! in 2024…” Q4 2024: Mission accomplished ✅ Q4 2025: Leismer at 28,000 bbl/d Q4 2026: Ramping up to 40,000 bbl/d Strathcona may be forced to chase 🫡🪒
I had to revisit this table again, to see what cannot be unseen, to realize what many will in the future. This is 82% oil saturation, 35% porosity, 6.2 Darcy Hz Permeability and 4.9 Darcy Vertical Permeability. If this is what I think it is, half of the asset production will come
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Athabasca noted that it has secured 57,000 bbl/d of blended long-term pipeline capacity to markets outside of Edmonton, 47,000 bbl/d of capacity with exposure to the US Gulf Coast (PADD III) and 10,000 bbl/d to the US Midwest (PADD II)/ also Leismer to 40K 2 years! $ath.to
Athabasca Oil Announces its 2026 Budget Focused on Production and Cash Flow Per Share Growth "In 2026, Athabasca will continue to allocate 100% of Free Cash Flow generated in its Thermal Oil division to share buybacks" $ath.to full report link 👇 https://t.co/MTXCV6h8sj
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Random generalist on X: “You are an idiot, Canadian Oil stocks didn’t do anything for 5 years, time value of money, bla, bla, Nvidia…Bitcoin…blah, blah…5 handle…OPEC spare capacity…but Saudis!!!…and China demand wow….” Meanwhile low cost of supply, buyback strategy oil
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It’s getting worse friends. I’ll never try to sell you anything ! Be careful out there 🫡🪒
Hey friends, I keep seeing these sketchy “Rezor Oli” bots and countless other spam accounts flooding my replies with ads for trading courses, signals, and random “services.” Let me make this crystal clear: I will never sell you anything on X (or anywhere else), and you should
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I can see the future ( see post from 2023 below) $CVE.TO 🫣🪒
So we are metaphorically in Vegas, must make the bet on the next M&A who is getting acquired, gun to the head…I go first: $cve.to takes $meg.to, sure they overpay but 1) transaction brings them closer to 1mm bbl/d producer 2) some institutional investor for sure support as they
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In 2025, a landmark SAGD transaction highlighted the enduring value of low-decline, low-cost-of-supply assets with long reserve-life indices, paid-for infrastructure, large tax pools, and minimal royalties due to pre-payout status. The bigger revelation, however, has been the
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Good morning to all SAGD supporters from Cold Lake where the focus always was and always will be on responsible Canadian resource development. 🫡🪒
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Today, the Federal Bureau of Investigation, Homeland Security Investigations, and the United States Coast Guard, with support from the Department of War, executed a seizure warrant for a crude oil tanker used to transport sanctioned oil from Venezuela and Iran. For multiple
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From $ATH.TO corporate presentation, we can see the opportunity associated with Canadian egress outlook. 🫡🪒
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SAGD steam chamber development and coalescence via numerical simulations. 1 sec = 1 year 🫡🪒
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Looking forward to Eric’s comments on energy markets and companies 🫡🪒
@RazorOil Very tough day. It’ll will be interesting to see what Eric says tomorrow.
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