PAA Plains All American Pipeline, L.P. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
00:15
Oct 10
Oct 10
r/wallstreetbets
PAA options mispriced, sleeping bear
The author holds long PAA options bought at an average of 0.22, arguing the pricing is silly due to low volume today and calling PAA a sleeping bear. The thesis rests on option mispricing rather than a stated fundamental catalyst, with the main risk being that the low-volume pricing reflects fair value.
12:38
Mar 15
Bloomberg Markets
Mar 15
"We've seen the administration open up those pipelines off the coast of California once again. And there are a lot of Californians who remember that oil spill back in 2015. That Refugio oil spill." The 2015 Refugio oil spill forced the shutdown of Plains All American Pipeline (PAA) infrastructure and stranded ExxonMobil's (XOM) offshore Santa Ynez production units. The federal administration's explicit move to reopen these specific pipelines unlocks previously stranded assets, immediately boosting cash flow and production for these operators without requiring new exploration CapEx. LONG. Reopening existing, dormant infrastructure provides a high-margin, immediate production boost for the specific pipeline and offshore operators involved. Severe state-level pushback from California lawmakers and environmental groups could tie these reopenings up in state courts, delaying or blocking actual cash flows.
About PAA Investor Commentary
Across the available history and selected sources, Buzzberg tracks PAA (Plains All American Pipeline, L.P.) across 3 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Latest voices: u/Toxicview.