gordon zmaeff (@gzmaeff) profile picture

Power Engineer

Campbell River, B.C.
Joined October 2017
Photo by gordon zmaeff (@gzmaeff)Photo by gordon zmaeff (@gzmaeff)Photo by gordon zmaeff (@gzmaeff)
Cameco and Nexgen
Uncertainty = opportunity. What have we been buying the past few days after the 20%+ correction? 🛢️a company with European gas exposure that we think will free cashflow ~50% of their market cap over the next 2 years at strip 🛢️an oilsand producer with 35+ years of stay-flat inventory at 5.2x EV/CF and a 12% FCF yield at $70WTI 🛢️a Permian royalty co. with exposure to the best rock and best operators at a 13% FCF yield at $70WTI 🛢️a US/CDN driller at 3.1X EBITDA and a 20% FCF yield 🛢️a large cap uranium producer at 1.2X NAV that has fallen by 45% since January while spot/uranium prices have risen to at/near all-time highs 🛢️a Duvernay producer with massive running room at <3.5X EV/'28CF down 20% this week 🛢️large cap global oilfield service co.'s ahead of what we believe will be a 5%-10% growth capex cycle in 2027+
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gordon zmaeff retweeted
Uncertainty = opportunity. What have we been buying the past few days after the 20%+ correction? 🛢️a company with European gas exposure that we think will free cashflow ~50% of their market cap over the next 2 years at strip 🛢️an oilsand producer with 35+ years of stay-flat inventory at 5.2x EV/CF and a 12% FCF yield at $70WTI 🛢️a Permian royalty co. with exposure to the best rock and best operators at a 13% FCF yield at $70WTI 🛢️a US/CDN driller at 3.1X EBITDA and a 20% FCF yield 🛢️a large cap uranium producer at 1.2X NAV that has fallen by 45% since January while spot/uranium prices have risen to at/near all-time highs 🛢️a Duvernay producer with massive running room at <3.5X EV/'28CF down 20% this week 🛢️large cap global oilfield service co.'s ahead of what we believe will be a 5%-10% growth capex cycle in 2027+
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gordon zmaeff retweeted
I’m calling Mark Carney’s bluff. A Canadian energy company will pay to upgrade the Port of Prince Rupert so it can ship 250,000 barrels per day of Alberta energy by rail to the Pacific Ocean. There are supportive Conservative governments in Saskatchewan, Alberta, and now in B.C. The public supports diversifying our economy away from the United States. Our environmental protections remain world-class. This is as close to unanimous as we’re ever going to see in a democracy of 40 million people. All you have to do is extend the same exemption to the tanker ban that you’ve given to the Port of Vancouver. This doesn’t need a new committee, a new major projects office, or a nickel of Canadian taxpayer money, and It’ll create jobs across the country to build new rail cars. So what’s it going to be, Mark?
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gordon zmaeff retweeted
How many Canadians feel exactly like Melanie from Saskatchewan? Repost the hell out of this tweet and add your own story.
I am Canadian, I am a taxpayer, I am a voter. Mr. Carney, I am a Canadian fed up with you treating my money, my vote and my patience like things you're just entitled to. I get up, I go to work, and I pay my bills. When I can't afford something, I put it back. You should try that sometime with my money. You sold yourself as the man with the experience to handle Donald Trump. So do what you told Canadians you could do. Get back to the table and get us a deal that gives our workers, our businesses and our families a leg to stand on. Your résumé has had its introduction. We're waiting for the part where it helps us, because contrary to your belief, you didn't just "get here." A reporter once asked when you last spoke to the American president, and you flippantly said, "Who cares?" You called it a detail. You said you would speak to him again "when it matters." Well I CARE. And it already mattered. It mattered to the worker waiting to hear whether there would be another shift. It mattered to the business owner losing orders. It mattered to the parent putting groceries back. You acknowledged your words were a mistake. But correcting your wording doesn't correct anyone's bank balance. I am tired of you telling Canadians to keep our elbows up while we swirl the drain, struggling to keep our heads above water. You suspended trade negotiations and recalled your team on August 21. Counting that day and today, that's 56 days. You cited sovereignty and unacceptable terms. So then show us the details on how you're getting better ones. Show us the progress. Show us the timetable. Show us what Canadians can actually count on because waiting to see how America's November 3rd midterm election turns out is not a viable or even reasonable option. My bills have deadlines. Your promises need them too. And spare me another victory speech about diversifying trade. More customers would be welcome. But an invitation, a handshake and a potential market are not paid orders leaving the factory floor. Your own government's report says America bought 72% of our goods exports in 2025. The rest of the world COMBINED bought 28%. You know the difference. Stop talking as though a collection of future possibilities can immediately replace the customer paying most of the bills. And your interest in changing the global financial system didn't begin when you became prime minister. Back in 2019, you were discussing an alternative international currency system that could reduce the American dollar's global dominance. You are entitled to your economic theories. I am entitled to ask what pursuing them means for my country and my kitchen table. You campaigned on diversification. Fine. That does not excuse failing to deliver relief in the trading relationship Canadians still depend on. You don't get to mark your own homework by changing which promise we're supposed to judge. I am done with the gaslighting. I am done with you expecting me to mistake another Liberal government announcement for Liberal government accomplishment. And I am done watching your government applaud its announced efforts while I wait for something to reach my kitchen table. I can read a receipt. I can read a bill too. I can tell when a promise hasn't paid either one. But I have noticed how quickly your government can move when the benefit goes directly to YOU! You came out of the general election with a minority. That was the limit Canadians put on your power. You deliberately recruited floor crossers to help assemble the majority you didn't win in that election, in defiance of the democratic process Canadians exercised. You can call that a change of heart, however I am entitled to find it eerily suspicious. Especially since others have come forward describing the pressure tactics your party uses to recruit opposition members. Then your government changed committee membership to secure Liberal control while moving many in camera or sealing information rightfully belongingto tax payers. I am Canadian. And I expect you to respect the voters' judgment as much as you welcome an MP pretending to suddenly changing theirs. You found a way to strengthen your position. I expect that same determination when ours is weakening. I am tired of watching you acquire more power while being told I should expect less. Less certainty, less purchasing power but expected to have more patience, and sacrifice even more than I have already. I am done being lectured about sacrifice by people insulated from the consequences of their own decisions. You make the announcement, but it's the Canadian people making the adjustments. We postpone repairs. We stretch groceries. We wonder what else we can cut as our stomachs rumble. You call it a transition after a rupture. From my kitchen table, it looks like poorly calculated managed decline on the heels of a deliberate rupture orchestrated by you and you alone. And I flat out, vehemently refuse to have you sell it back to me as something I asked for when nobody did. I am tired of you using Donald Trump as a cudgel to beat Canadians into accepting whatever you propose. His conduct does not make your decisions beyond criticism. His tariffs do not erase your promises. And disliking him does not obligate me to trust you. I am Canadian. My loyalty is to this country. You have to earn my confidence through what you deliver. My taxes are not applause, my vote is not unconditional consent, and my patriotism is not yours to manipulate. I WILL question you. I WILL challenge you. I WILL organize with my fellow countrymen, speak out and demand answers. And, so help me God, I WILL keep standing up for myself and my country until my dying breath. You can try to stop me, but I will defy you. My name is Melanie. I am a Canadian living in Saskatchewan, and YOU - Mark Carney - work for me. START ACTING LIKE IT! #MakeHypocrisyShamefulAgain #StopElectingIncompetence #cdnpoli #Think
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gordon zmaeff retweeted
This is the redneckiest thing I've ever seen and it's breathtaking. 😂🔥
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gordon zmaeff retweeted
Replying to @CalvinMacNeil
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You give environmental groups $BILLIONS. Think that money goes to clean rivers and forests? No. You donate to groups like the NRDC and "That donation goes to a lawyer suing someone," explains @ts_fisher. It’s why we can’t build things today!
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gordon zmaeff retweeted
Is... Is everything ok with Dani? Because today she broke down in tears over... Equalization payments and pipelines regulations? #abpoli #ableg #cdnpoli
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gordon zmaeff retweeted
BREAKING: Krakatau Volcano in Indonesia - infamous for its 1883 eruption (VEI6, loudest recorded sound in history) has erupted in spectacular fashion today September 4th 2026 with an ash plume reaching the tropopause/bottom of the stratosphere. This could escalate further...
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gordon zmaeff retweeted
Thoughts on nuclear power from a submarine guy who has lived it.
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gordon zmaeff retweeted
Trumpy scores another own goal. The all-in economic cost of Venezuelan heavy crude is $70 per barrel compared to the 56 year constant dollar average price of global crude at $71/barrel, less 15% discount for low quality Venezuelan crude or $60 per barrel. That is to say, a $10/barrel loss on 65 billion barrels of crude under the Donald's latest deal. The Art of the Deal strikes again!!!
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Let me get this straight. When Maduro gave oil to the Cuban dictator for free, sold it to China at $20 below Brent, handed it free to Rosneft to pay debts, and let $21 billion go uncollected. That was "sovereignty." Now, a $100 billion investment and a 30% royalty that will benefit Venezuelan citizens for the first time in decades, is considered "stealing." Fascinating. Data via Reuters, CNN, OFAC, and Venezuelan law. Image from Excel spreadsheet.
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gordon zmaeff retweeted
🚨COMING SOON: NUCLEAR-POWERED CARGO SHIPS 🚨 @USDOT is working to fast-track construction of a new fleet of vessels to change the game and DOMINATE China  THAT MEANS: 📦 MORE CARGO (no internal fuel tanks) 🚢 FASTER SHIPS (up to 75% faster crossings) 🌐 ZERO EMISSIONS (20 years of continuous power without refueling) The first NUCLEAR-POWERED vessel is set to be built in 2028 🇺🇸
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gordon zmaeff retweeted
A nuclear plant that politicians "shut down for good" just reopened. Anti-nuclear Activists call it a "nightmare.” But this time, they're losing. Good. Watch below for more on nuclear:
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gordon zmaeff retweeted
Mark Carney is a fraud wrapped in a central banker's suit, a traitor who has spent his entire career shipping Canadian wealth to Wall Street while lecturing the working class about their carbon footprint. Look at this parasite. He chaired Brookfield Asset Management and voted to move its headquarters from Canada to New York City, chasing American capital while Canadian industry withered. He did not even try to hide it. He sent jobs, tax revenue, and corporate prestige south of the border and expected applause for his globalist vision. His personal fortune, his carried-interest payouts, his entire financial future depends on American clean-tech subsidies and Wall Street returns. He is not a Canadian leader; he is a foreign asset with a Canadian passport, a man who profits when Canada suffers. The conflicts of interest are so blatant they would make a third-world dictator blush. His ethics screens excluded ninety-five percent of Brookfield-affiliated entities, leaving thousands of corporate decisions completely unmonitored while he pushed government policies that directly benefited his own portfolio. Heat pump rebates, sustainable aviation fuel mandates, green transition subsidies, every single one of these programs lines up perfectly with Brookfield subsidiaries like Enercare and Infinium. He is not regulating the economy; he is harvesting it, using federal power to enrich the same companies that pay his bonuses. This is not public service; it is organized looting disguised as climate policy. His loyalties are transparent to anyone willing to look. He holds Canadian, British, and Irish citizenships, a collection of passports that ensures he can flee to wherever the weather suits him when his policies collapse the country he pretends to lead. His children were raised in the United States and United Kingdom. His career was built at Goldman Sachs in New York and the Bank of England in London. His social circle, his professional network, his entire identity is anchored in the Anglo-American elite, not in the Canadian workers he taxes into oblivion. He has no skin in this game. When his carbon taxes destroy Canadian manufacturing, he does not suffer; his American investments rise. When his energy policies freeze seniors in their homes, he does not feel it; his Wall Street portfolio keeps him warm. The left worships him because he represents everything they aspire to: unaccountable power, international prestige, and the complete divorce of wealth from national loyalty. They celebrate his credentials while ignoring his betrayals. They applaud his climate rhetoric while he ships their children's future to foreign capital markets. They defend his ethics screens while ninety-five percent of his conflicts remain invisible. They are complicit in their own impoverishment, cheering as the globalist vampire drains their country dry. Carney cannot negotiate with Trump because he is fundamentally compromised. His wealth depends on American markets. His corporate allies depend on American subsidies. His entire career has been built on serving American financial interests, and now he is supposed to stand up to them? He cannot. He will not. He will offer concession after concession, apology after apology, while Trump takes what he wants and laughs at the weakness. Carney is not a negotiator; he is a supplicant, a man who has spent his life bowing to American power and cannot suddenly discover a backbone he never possessed. He should be arrested for corruption, stripped of his assets, and tried for economic treason against the Canadian people. He has used public office to enrich private interests, funneled national wealth to foreign entities, and dismantled Canadian sovereignty while posing as its defender. He is scum, filth, a parasite in a bespoke suit, and his entire legacy is the hollowing out of a nation that deserved better. The left that enabled him deserves the same fate: to watch their globalist fantasies collapse into the poverty and chaos they have created, to reap the whirlwind they sowed, and to be remembered as the useful idiots who sold their country for applause at Davos.
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gordon zmaeff retweeted
I’m only 19, and do you know what the Islamic Republic would do to me if they arrested me? First, they would torture me. Then they would force me to confess to things I never did. After that, they would execute me. And before my execution, I would be sexually assaulted by a religious official, because the Islamic Republic believes that girls must lose their virginity before they are executed. But despite all of this, I will continue fighting for freedom. It’s freedom or death.
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gordon zmaeff retweeted
🤣🤣🤣🤣🤣🤣🤣
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gordon zmaeff retweeted
"nUcLeAr iS iNtTerMiTtEnT ToO" 3 straight years serving Ontarian demand says different.
Did you know nuclear power plants can run continuously for years? Darlington Unit 1 holds the world record: 1,106 days of continuous clean electricity before shutting down for scheduled maintenance. 1/2
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gordon zmaeff retweeted
I was out for dinner with older friends who went on this rant about stuff they heard on CBC and CTV about Poilievre and had to stop them and ask, do you believe everything they tell you on privately owned news networks? Their reply was typical from that generation, well it’s the news, so yes. Now you know why Liberals pay for it.
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gordon zmaeff retweeted
I was honoured to join @PremierScottMoe, Ministers Harrison and Rowden, former Premier Brad Wall, Secretary of State Belanger, NexGen CEO Leigh Curyer and local First Nations leaders for the official groundbreaking of the Rook 1 uranium mine in northern Saskatchewan. This is an exciting, globally significant project for Saskatchewan and for Canada. When completed, Rook 1 will deliver 20% of the world’s uranium supply with lasting economic benefit for the community and beyond.  My congratulations to the entire team at @NexGenEnergy_ for reaching this exciting milestone.
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