@EnergyInvest0r Avatar @EnergyInvest0r EnergyInvestor

EnergyInvestor posts on X about $pey, $peyto, $tve, $arx the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 59.05% stocks 27.62% countries 3.81% technology brands 1.9% cryptocurrencies 1.9%

Social topic influence $pey #2, $peyto #2, $tve 18.1%, $arx #25, $cve 16.19%, $tveto 15.24%, $cveto 15.24%, in the 14.29%, $arxto #13, dividend 13.33%

Top accounts mentioned or mentioned by @kevinagraham @garquake @mackslann @bb19043 @assettraveller @bubleqe @emmpeethree @techwithpl @jleqc @westpine613 @mythmakrr @johnfah02915795 @vanisleinvestor @colesmead @plutusofcrete89 @louisro96503649 @notjaso79646447 @shaletier7 @daverothwell8 @admaenergy

Top assets mentioned Accelerant Holdings (ARX) Cenovus Energy Inc. (CVE) Montrose Environmental Group, Inc. (MEG) Alphabet Inc Class A (GOOGL) CRESCENT POINT ENERGY CORP. (CPG) Nova Minerals Limited (NVA) Soil (SOIL)

Top Social Posts

Top posts by engagements in the last [--] hours

"ARC Resources bought back 2.8M shares in November. Very disappointing and underwhelming. I thought they would have hammered the buyback for November and December at the very least. $ARX $ARX.TO #COM #OOTT"
X Link 2025-12-03T18:31Z [----] followers, [----] engagements

"I hope the Permian gets its ass blasted hard. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/i/status/2015447279029678170 Think I've seen enough to conclude this is a repeat of '13-'14 winter - persistent cold with no let-up over Eastern US/Great Lakes [--] week [--] weeks [--] month out across models. Hopefully Permian gets spared going forward. $natgas https://t.co/jUWfeTIBq5 https://t.co/IWu9SWKDyS https://x.com/i/status/2015447279029678170 Think I've seen enough to conclude this is a repeat of '13-'14 winter - persistent cold with no let-up over Eastern US/Great Lakes [--] week [--] weeks [--] month out across"
X Link 2026-01-25T17:51Z [----] followers, [----] engagements

"Tamarack Valley Energy bought back 1.43M shares in January. With WCS prices (and the SP) where they are I would expect the buyback pace to be closer to the 2H [--] pace than that of 1H [--]. $TVE $TVE.TO #COM #OOTT"
X Link 2026-02-02T17:27Z [----] followers, [----] engagements

"Obsidian Energy off to a strong start having bought back 450k shares via prepaid forward contracts in January - the NCIB has already been completed and will renew in March. $OBE $OBE.TO #COM #OOTT"
X Link 2026-02-02T18:44Z [----] followers, [----] engagements

"@techwithpl If the sale happens your return is the sale price of the assets. You are in control in the mean time. They bought back 15% sharws last year. You can sell (100%/85% - 1) = 17% of your shares and still own the same % of the company. Make your own dividend if you need it"
X Link 2026-02-03T11:49Z [----] followers, [--] engagements

"💵 Google Cloud operating margin went from 23.7% to 30.1% QoQ 💵 Cloud backlog up 55% to $240B QoQ Another knockout quarter & year. If you want this company to return cash rather than to invest more of it you are insane. 🍻 $GOOGL $GOOG https://x.com/i/status/1985660302348665335 For every $1 of revenue added to Google Cloud in the last [--] months more than $0.43 went to operating income. Given the expanding size of the backlog lots more years of operating margin expansion coming from the current 23.7%. $GOOG $GOOGL https://t.co/ObKCCA6gqX https://t.co/WLRZ59kTg7"
X Link 2026-02-05T16:21Z [----] followers, [---] engagements

"@jleqc @Kevin_AGraham @AssetTraveller @Westpine613 @garquake @mythmakrr Peyto was not fucked without Repsol. They would have had a much bigger dividend much lower debt much higher FCF and not grown as much. The SP would have appreciated considerably. It was fait accompli just like that TOU would have a shitty numerous years given overvalued SP"
X Link 2026-02-10T13:30Z [----] followers, [--] engagements

"As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
X Link 2024-11-12T17:05Z [----] followers, 26.9K engagements

"@Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan. https://x.com/EnergyInvest0r/status/1856382835403436133t=IePT_h3meUOtSnF03whOkw&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a"
X Link 2024-11-13T14:31Z [----] followers, 35.4K engagements

"Obsidian Energy bought back 412k shares in August and completed their NCIB. They bought back 10.34% of outstanding shares in [----] 🥇. Any further buybacks in the next [--] months (before March 2026) would need to come by way of an SIB. $OBE $OBE.TO #COM #OOTT"
X Link 2025-09-04T17:25Z [----] followers, [----] engagements

"ARC Resources bought back 0.96M shares in August. So far it has been a fairly underwhelming [----] for returns especially given Attachie [----] in-service but there's a 1/3rd of the year to go. $ARX $ARX.TO #COM #OOTT"
X Link 2025-09-04T18:08Z [----] followers, [----] engagements

"Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1"
X Link 2025-10-23T01:51Z [----] followers, 14.8K engagements

"ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT"
X Link 2025-11-06T18:51Z [----] followers, [----] engagements

"ARC Resources bought back 250k shares in January. Something tells me they don't feel that their SP is a bargain right now. $ARX $ARX.TO #COM #OOTT"
X Link 2026-02-02T20:20Z [----] followers, [----] engagements

"On Aug [--] [----] Crew shareholders got a 🔥 news item that TOU has acquired Crew at a 72% premium. Unfortunately the payment was in lemon shares rather than cash so the next decision for shareholders was critical. 1/ $PEY $PEY.TO $TOU $TOU.TO #COM #OOTT"
X Link 2026-02-11T20:27Z [----] followers, [----] engagements

"@Johnfah02915795 @VanIsleInvestor An overvalued "good company" is a stupid investment an undervalued good company typically a great one. So it's a matter of timing but not lucky timing. Applying basic finance showed years ago that $TOU SP was a ripoff and $PEY was dirt cheap. It wasn't a coin-flip win"
X Link 2026-02-13T16:42Z [----] followers, [--] engagements

"It's ok to say it folks. The emperor has no clothes. $TOU $TOU.TO https://x.com/i/status/2010359663766933518 @emmpeethree Current 5Yr HH strip is $3.50. That isnt going to pay the bills. $TOU [--] year FCF yield is almost equal to $PEY [--] year FCF yield. Outperformance looks fairly certain again in [----]. Valuations matter 🫡 https://t.co/hcdJIFjuMp https://x.com/i/status/2010359663766933518 @emmpeethree Current 5Yr HH strip is $3.50. That isnt going to pay the bills. $TOU [--] year FCF yield is almost equal to $PEY [--] year FCF yield. Outperformance looks fairly certain again in [----]. Valuations"
X Link 2026-01-11T15:44Z [----] followers, 10.9K engagements

"Saturn Oil and Gas starts the year strong with 1.6M shares bought back in January. I don't own nor do I plan to own this name in the future I've just started covering buybacks at the request of a friend. $SOIL $SOIL.TO #COM #OOTT"
X Link 2026-02-10T23:35Z [----] followers, [----] engagements

"And that wraps up [----]. For the largest dry gas names (70%+ NG) Peyto finished the year w/ the best performance (+40.2%). Great to see that dry gas names spent [----] getting closer to their fair values. Here's to a great [----] 🍻 $PEY $TOU $BIR $AAV https://x.com/i/status/1985340152714027015 On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan & should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/8 $PEY.TO #COM #OOTT https://t.co/eu5LWODluf"
X Link 2026-01-01T00:01Z [----] followers, [----] engagements

"ARC Resources bought back 1.3M shares in Dec. They did not return 100% of '25 FCF as they reiterated they would every single quarterly conference call. A silver lining is the SP just got rocked - maybe they will deploy the returns shortfall right now. $ARX $ARX.TO #COM #OOTT"
X Link 2026-01-08T00:07Z [----] followers, [----] engagements

"✅ $GOOGL $GOOG https://x.com/i/status/2022088734116917735 Been told the initial cost basis for the 6th generation Waymo vehicles sourced from China and fully fitted comes to under $75000 but was not given an exact figure. This price may still have room to come down. It is a substantial reduction from 5th generation at $110000 and https://t.co/IbzzAd0ewE https://x.com/i/status/2022088734116917735 Been told the initial cost basis for the 6th generation Waymo vehicles sourced from China and fully fitted comes to under $75000 but was not given an exact figure. This price may still have room to"
X Link 2026-02-13T18:44Z [----] followers, [---] engagements

"Cenovus bought back 8.6M shares in September. Great month given CL turnaround + Sunrise payment allocation. With ND allocation behind them after Q3 I'd expect 8-12M/month for the next [--] months (at reasonable commodity prices). $CVE $CVE.TO #COM #OOTT"
X Link 2024-10-10T22:18Z [----] followers, [----] engagements

"MEG Energy bought back 2.84M shares in October. This is the first month of the year in which MEG has returned 1% to shareholders. With heavy differentials tight production ramp into year-end & no major capex we should see a good end to the year. $MEG $MEG.TO #COM #OOTT"
X Link 2024-11-02T01:13Z [----] followers, [----] engagements

"Peyto's Repsol acquisition proving to be exactly as advertised. All that's left now is to sit back and keep getting PEYd. One of the more exciting monthly reports I've had the pleasure of reading from the team. $PEY $PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most prolific in recent years average production from wells brought on stream to date in [----] which are outperforming some of our previous (& best) programs by more than 25% 🚀🚀 1/x https://t.co/tiPmECSEZb $PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most"
X Link 2024-11-05T14:32Z [----] followers, [----] engagements

"All I want from Santa this Christmas is an IOU that [----] will deliver 19c/Q dividends + 40-50M shares bought back + official announcement of Attachie II. Terry. Always. Delivers. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1712908742709465207t=cHLXy5IgnslQm9lSEIMQuA&s=19 https://x.com/EnergyInvest0r/status/1712908742709465207t=cHLXy5IgnslQm9lSEIMQuA&s=19"
X Link 2024-11-07T14:24Z [----] followers, [----] engagements

"Cenovus bought back 2.75M shares in October. Over the last [--] months since hitting ND target they've bought back 1.5% total shares which is generally in line with my post ND-target expectations of 0.4-0.6%/month (until a project or is complete). $CVE $CVE.TO #COM #OOTT"
X Link 2024-11-09T00:47Z [----] followers, [----] engagements

"ARC Resources [----] guidance (actual coming in a few months) vs [----] side by side. Projected production up (liquids up from 37.4% to 39.2%) costs down. Terry will be buying back shares but I doubt any of them will be mine. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1854530467061756087 All I want from Santa this Christmas is an IOU that [----] will deliver 19c/Q dividends + 40-50M shares bought back + official announcement of Attachie II. Terry. Always. Delivers. $ARX $ARX.TO #COM #OOTT https://t.co/U7Xf3eGS3P https://x.com/EnergyInvest0r/status/1854530467061756087 All I want"
X Link 2024-11-17T16:19Z [----] followers, [----] engagements

"Cenovus bought back 6.24M shares in November (note: the company in November announced the redemption of 10M preferred shares outside of the NCIB - these are real share cancellations which I will credit 5M towards November and 5M towards December). $CVE $CVE.TO #COM #OOTT"
X Link 2024-12-11T00:06Z [----] followers, [----] engagements

"Peyto has pretty much confirmed in their Jan presentation that they were able to meet their 2024E goal of finding 10%/mcfe OpEx savings. They promise more OpEx savings to come in [--] & [--]. Lots more savings coming our way. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1856382835403436133t=J-Oa8vt5xRH9mXjg0ZlV3w&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
X Link 2025-01-09T03:05Z [----] followers, [----] engagements

"Keep an eye out on Venezuela. #OIL #COM #OOTT"
X Link 2025-01-10T16:44Z [----] followers, [----] engagements

"Keep an eye out for demand in this area #OIL #COM #OOTT #CrudeQuantityMatters"
X Link 2025-01-10T16:53Z [----] followers, [----] engagements

"Peyto Exploration and Development - many try to imitate but none can duplicate. $PEY $PEY.TO #COM #OOTT https://x.com/ericnuttall/status/1879253098700693636t=JpSib6kmJ7ZW_sP_9_EP_w&s=19 What is becoming obvious after a full day of meetings. unlike in the US CDN natural gas producers just can't help themselves by not growing supply despite low prices. No one wants to be part of the solution (value over volume) and all are buying into the dream by frontrunning https://x.com/ericnuttall/status/1879253098700693636t=JpSib6kmJ7ZW_sP_9_EP_w&s=19 What is becoming obvious after a full day of meetings."
X Link 2025-01-14T20:11Z [----] followers, [----] engagements

"Peyto's Repsol acquisition one year later. Lots of info and no filler on these slides. [----] is gonna be great. Best part is we likely get to repeat the growth in [----] and [----] - fill more Repsol infra with banger wells and capture even more synergies. $PEY $PEY.TO #COM #OOTT"
X Link 2025-01-20T15:16Z [----] followers, [----] engagements

"Tamarack Valley Energy starts January off with a bang. 4.97M shares bought back in additional to the dividend. YoY looking great early in the year. $TVE $TVE.TO #COM #OOTT"
X Link 2025-02-04T19:14Z [----] followers, [----] engagements

"MEG Energy hammering the buyback to start the year buying back 2.93M shares. A very solid YoY increase as well. $MEG $MEG.TO #COM #OOTT"
X Link 2025-02-05T00:04Z [----] followers, [----] engagements

"To the folks selling me more Peyto shares in the low $15s earlier in the month: please remember to continue to dress warm and enjoy the reserves report tomorrow. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/HFI_Research/status/1892253658508624081t=hHfdOizJUlnG8hw-btJMdw&s=19 Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness. https://t.co/1mFbgBveKL https://x.com/HFI_Research/status/1892253658508624081t=hHfdOizJUlnG8hw-btJMdw&s=19 Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness."
X Link 2025-02-19T17:27Z [----] followers, [----] engagements

"2022 - Terry ($ARX) needs to be fired. [----] - Brian ($TVE) needs to be fired. [----] - Jon ($CVE) needs to be fired. Pretend you didn't say it for the old and keep it coming for the new 😉. I love it #COM #OOTT"
X Link 2025-02-20T16:58Z [----] followers, 13.3K engagements

"Tamarack Valley Energy continues its rabid buyback pace buying back 2.5M shares between February 1st and 14th. No access to Feb [--] onwards but if that continues it'll be a second 1% month to start [----]. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1886855992144748974t=vCnoyG1yeFXqQk1BpQ6IFQ&s=19 Tamarack Valley Energy starts January off with a bang. 4.97M shares bought back in additional to the dividend. YoY looking great early in the year. $TVE $TVE.TO #COM #OOTT https://t.co/hjrgplJjr1 https://x.com/EnergyInvest0r/status/1886855992144748974t=vCnoyG1yeFXqQk1BpQ6IFQ&s=19"
X Link 2025-02-28T15:30Z [----] followers, [----] engagements

"Tamarack Valley Energy bought back 3.06M shares in February. YTD TVE bought as many shares in first [--] months of '25 as they have in the first [--] months of '24. Even more impressive since they used proceeds of a sale to significantly boost Q1 [--] buybacks. $TVE.TO $TVE #COM #OOTT"
X Link 2025-03-04T17:22Z [----] followers, [----] engagements

"MEG Energy bought back 0.6M shares in February. A stinker of a month as far as the NCIB is concerned. They would have had really good netbacks in February. $MEG $MEG.TO #COM #OOTT"
X Link 2025-03-05T01:58Z [----] followers, [----] engagements

"Cenovus bought back 4.9M shares in February - which includes 4M preferred shares (8M total prorated evenly over Feb & March) and 900k NCIB shares. $CVE $CVE.TO #COM #OOTT"
X Link 2025-03-10T22:27Z [----] followers, [----] engagements

"I hope NG names can make this work. $5.01 for the next [--] months $4.36 on the [--] year strip. #COM #OOTT"
X Link 2025-03-11T12:50Z [----] followers, 16.6K engagements

"Interactive Brokers just sent me an email that $CVE is merging. Has anyone seen any official news I'm not making this up but see nothing on the Cenovus newswire or website. $CVE $CVE.TO #COM #OOTT"
X Link 2025-03-27T01:17Z [----] followers, 17.4K engagements

"Again I am 100% not making this up. Maybe it's an email glitch on IB side"
X Link 2025-03-27T01:24Z [----] followers, [----] engagements

"TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19 https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19"
X Link 2025-04-01T12:39Z [----] followers, 10.5K engagements

"Tamarack Valley Energy bought back 4.4M shares in March. In the first [--] months of [----] TVE has bought back as much of the company as in the first 7+ months of [----]. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1907050229125312684t=sIyyg_dkXswYER7rPhFtEw&s=19 TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://t.co/boPhr9e0lu https://t.co/UFQg5poedL"
X Link 2025-04-01T14:27Z [----] followers, [----] engagements

"MEG Energy bought back 3.1M shares in March. They bought back as much of the company in the first [--] months of [----] as in the first [--] months of [----]. And remember no dividend this time last year and almost no growth capex. $MEG $MEG.TO #COM #OOT"
X Link 2025-04-02T19:40Z [----] followers, [----] engagements

"ARC Resources bought back 3.95M shares in March. Their [----] buybacks will likely surpass their [----] full year buybacks in the next month or two. $ARX $ARX.TO #COM #OOTT"
X Link 2025-04-03T20:17Z [----] followers, [----] engagements

"Today I made major changes in my O&G portfolio. ✅ Liquidated: $ARX $CPG 1/2 of $NVA. ✅ Replaced with a shitton of $PEY Last week has been rough for all [--] SPs but it has only been rough for projected earnings on [--] of the [--] producers. /1"
X Link 2025-04-10T01:54Z [----] followers, [----] engagements

"Cenovus Energy bought back 5.04M shares in March (I am crediting them the pro-rated 4M preferred shares each in February and March). FYI it's full speed ahead on their ambitious growth projects - they won't pause/delay any of it 🍻. $CVE $CVE.TO #COM #OOTT"
X Link 2025-04-11T00:53Z [----] followers, [----] engagements

"Peyto continuing to drill across Repsol land base which was not touched for years prior to acq. Indicates that they're continuing to see quality across a wide range of locations & should result in another scorching reserves report [--] months from now.🍻 $PEY $PEY.TO #COM #OOTT"
X Link 2025-04-14T13:01Z [----] followers, [----] engagements

"As Henry Hub dips below $3 a reminder that Peyto has completely hedged HH Q2 & Q3 and has [--] exposure (hedged at $US3.80). Only 29% of their US denominated exposure is left floating - mainly Dawn/Malin/Chicago). Revenue secured. For better or worse $PEY $PEY.TO #COM #OOTT"
X Link 2025-04-22T18:04Z [----] followers, [----] engagements

"Tamarack Valley Energy bought back 3.9M shares in April. YTD equal what they bought through to end of August for [----]. Broken record but I can't emphasize enough that they are lowballing their [----] prod guidance. Waterflood prod looking phenomenal. $TVE $TVE.TO #COM #OOTT"
X Link 2025-05-02T15:17Z [----] followers, [----] engagements

"We told you to keep an eye out on Venezuela and we were right. Oil exports down 200k/d in April vs March; total product exports down 300k/d. But remember this is not necessarily bullish https://x.com/EnergyInvest0r/status/1877758511217586259t=Q8C_w6F_opAUQe7szbvcYQ&s=19 Keep an eye out on Venezuela. #OIL #COM #OOTT https://t.co/iheKC9jx82 https://x.com/EnergyInvest0r/status/1877758511217586259t=Q8C_w6F_opAUQe7szbvcYQ&s=19 Keep an eye out on Venezuela. #OIL #COM #OOTT https://t.co/iheKC9jx82"
X Link 2025-05-06T14:07Z [----] followers, [----] engagements

"MEG Energy bought back a paltry 448k shares in April. I know they have a turnaround which started late April - still too low. $MEG $MEG.TO #COM #OOTT"
X Link 2025-05-09T10:41Z [----] followers, [----] engagements

"Despite heavy Q2 upstream & downstream turnarounds Cenovus bought back 9.38M shares in April close to what it bought back in all of Q1. Important note they also continued the 0.5M/d buyback pace in the beginning of May. Q2 dividend was raised by 11%. $CVE $CVE.TO #COM #OOTT"
X Link 2025-05-09T21:31Z [----] followers, [----] engagements

"A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows 19.1M shares @ $24.04. Prior to going public with the bid SCR was.underwaterous on the purchases that they bought just months earlier. More importantly makes it highly likely they will bid higher"
X Link 2025-05-22T02:48Z [----] followers, [----] engagements

"Cenovus bought back 6.93M shares in May which includes 3M preferred shares (6M total which I'm splitting equally over May and June). Given Q2 has very large upstream + downstream turnarounds a very healthy returns quarter so far. $CVE $CVE.TO #COM #OOTT"
X Link 2025-06-10T21:25Z [----] followers, [----] engagements

"We got lucky Kevin https://x.com/Kevin_AGraham/status/1933178572904292710t=cb6sxVolOMSDsLl7ytyPAg&s=19 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j https://x.com/Kevin_AGraham/status/1933178572904292710t=cb6sxVolOMSDsLl7ytyPAg&s=19 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j"
X Link 2025-06-12T15:21Z [----] followers, [----] engagements

"7 year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT"
X Link 2025-06-23T23:21Z [----] followers, [----] engagements

"ARC Resources bought back 1.37M shares in June. Half a year in they've almost matched the buybacks for all of [----] - although last year's buybacks were quite modest. $ARX $ARX.TO #COM #OOTT"
X Link 2025-07-04T17:44Z [----] followers, [----] engagements

"Cenovus bought back 6.91M shares in June (including pro-rated 3M prefs). Very good Q2 returns given huge upstream + downstream T/A 👍. Still hoping they hit my 5-7% '25 buybacks target but '25 cracks + wti + growth capex + SK 💣will make it tough. $CVE $CVE.TO #COM #OOTT"
X Link 2025-07-10T22:56Z [----] followers, [----] engagements

"We're gonna need a bigger Y-axis. 728bbl/d in month [--] of this monster's production. Month [--] was 572bbl/d. This is starting to get ridiculous. Will June will be peak production month $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1937290010182758545t=PENy6jtKPusQFbb3zaSNkA&s=19 [--] year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT https://t.co/FHcZHxiwIg https://x.com/EnergyInvest0r/status/1937290010182758545t=PENy6jtKPusQFbb3zaSNkA&s=19 [--] year old $TVE well now under waterflood. It has"
X Link 2025-07-23T16:54Z [----] followers, [----] engagements

"Again Peyto king of (profitable) Canadian NG had another fabulous year - Tourmaline another rough one. First things first.please consider: ✅Mike is an A+ leader ❌Mike is a god therefore any price for TOU is a no brainer $TOU $PEY #COM #OOTT 1/ https://x.com/EnergyInvest0r/status/1816642924269982060t=tkQPKrD7mgmOwKtEwYJmZA&s=19 You're welcome 😉 A year flies by quick. With reinvested dividends result is 1.53x more cash Choose your own vehicle but in my opinion. ✅Mike is an A+ leader ❌Mike is a god therefore any price for TOU is a no brainer no matter what 1/2 https://t.co/D73HTLcsHw"
X Link 2025-07-25T14:32Z [----] followers, [----] engagements

"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan and should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/7 #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan."
X Link 2025-07-28T23:33Z [----] followers, 13.2K engagements

"ARC Resources bought back 1M shares in July. They are now above their [----] buybacks though [----] was a very low buybacks year for them. Their Q2 PR point to a much higher buyback rate for 2H vs 1H though 🤞. $ARX $ARX.TO #COM #OOTT"
X Link 2025-08-06T19:49Z [----] followers, [----] engagements

"@Cole_Smead I'm a MEG shareholder and I easily see a path forward stand-alone. Management has done a phenomenal job Since Derek Evans (now retired) took over and barring a low $30/sh offer I'm hoping we get the chance to grow the asset buy back shares and see the lay of the land in 2028"
X Link 2025-08-08T13:39Z [----] followers, [----] engagements

"Cenovus bought back 6.57M shares in July. Capex rolls off after Q3 (and Narrows ramps further) so we will see where things go end of year. I'm still looking to land at 5-7% for the year (bottom of range now) but MEG question can blow all this up 😂. $CVE $CVE.TO #COM #OOTT"
X Link 2025-08-08T20:36Z [----] followers, [----] engagements

"Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-10T15:07Z [----] followers, [----] engagements

"Tamarack Valley Energy filed their July buybacks late this month - I believe the 10th is the TSX deadline Anyway they bought back a solid 2.06M shares to go with the dividend on top of the Woodcote purchase 🍻 $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1954560275618635942t=RwZlPyL1jYVHzxYNlHt4tw&s=19 Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-11T22:52Z [----] followers, [----] engagements

"Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19 https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19"
X Link 2025-08-26T23:01Z [----] followers, [----] engagements

"With solid power prices this eve today Peyto is receiving $5-7/GJ for their volumes to Cascade Power w/ [--] transport costs. Contrast this w/ July 75c/GJ AECO (and subtract 20c for transport). Crank those ACs Alberta 🍻 $PEY $PEY.TO #COM #OOTT"
X Link 2025-08-27T03:38Z [----] followers, [----] engagements

"Tamarack Valley Energy bought back 1.865M shares in August. They've now reached the lower end of my 5-7% target for the year. Next [--] months likely get us to upper half of that range. Hard to see exceeding 7% for the yr given allocation to debt & divy. 🍻 $TVE $TVE.TO #COM #OOTT"
X Link 2025-09-02T15:17Z [----] followers, [----] engagements

"The present doesn't look all that bad to me $PEY $PEY.TO #COM #OOTT https://x.com/RealPeterLinder/status/1963609212409540989t=omocxSkYQYtHwGpJv3SrBw&s=19 See bellow. Interesting observations on natural gas: the current situation vs. The expected future situation. I live in the present. https://t.co/R8ET9hjsAM https://x.com/RealPeterLinder/status/1963609212409540989t=omocxSkYQYtHwGpJv3SrBw&s=19 See bellow. Interesting observations on natural gas: the current situation vs. The expected future situation. I live in the present. https://t.co/R8ET9hjsAM"
X Link 2025-09-04T18:48Z [----] followers, [----] engagements

"Cenovus bought back 11.5M shares in August (inferred amount from today's PR). Highest month of the year Unless they acquire MEG clear sailing from here as far as my 5-7% buyback estimate for the year. Q4 will have high production and lower capex. $CVE $CVE.TO #COM #OOTT"
X Link 2025-09-09T17:54Z [----] followers, [----] engagements

"This TVE waterflood well is just wild. The step change from May to June was huge but now it took a second large step change from July to August. 840bbl/d for the month - I believe this is a Clearwater waterflood record. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1960477797622690088t=fsM7N1HgCgChDsA1MNR55g&s=19 Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://t.co/ceqFH7bzTb https://t.co/1WAwTAa0FX"
X Link 2025-09-22T13:15Z [----] followers, [----] engagements

"Peyto benefitted +$3.70/GJ on their AECO hedges yesterday. They likely shut in some of their gas and used an unhedged producer's volumes to fulfill a portion of their contract too. Thank you for your attention to this matter 🫡 $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1970474650632397024t=QZ-PhcZkofInG0mBu3zh9g&s=19 @BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥 https://t.co/mPLs5DbzYU"
X Link 2025-09-23T15:26Z [----] followers, [----] engagements

"ARC Resources bought back 4.415M shares in September. Good improvement - that said even if they continue this pace it will have been a disappointing [----] total. $ARX $ARX.TO #COM #OOTT"
X Link 2025-10-04T11:26Z [----] followers, [----] engagements

"Cenovus bought back 20.99M shares in September. Of note in Q3 Cenovus bought back more than 1/4th of the shares outstanding that they will (likely) issue to purchase $MEG. $MEG $MEG.TO #COM #OOTT"
X Link 2025-10-10T23:01Z [----] followers, [----] engagements

"It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
X Link 2025-10-10T23:13Z [----] followers, [----] engagements

"CVE is literally in the middle of increasing internal production by 150kboe/d by [----] and that's still moving ahead. They're also gonna grow their $MEG asset from 110k/d ceiling post closing to a 150k/d ceiling. $CVE $CVE.TO #COM #OOTT https://x.com/OilandEnergy/status/1978487304684544152t=9CD9LArAiz54MuvzFYt20g&s=19 Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus"
X Link 2025-10-15T16:11Z [----] followers, [----] engagements

"@Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
X Link 2025-10-21T18:42Z [----] followers, 17.4K engagements

"Just sold my whole $MEG stake for $30.01. Other than COVID buys I've only ever added $CVE in the low $20s or lower so it seemed insane to be effectively adding at $24 with $62 WTI. Proceeds all going to pay down a portion of my margin room for now. https://x.com/EnergyInvest0r/status/1976788271956213836t=AAwtWCqBZ6Uyy9fqVjGzwA&s=19 It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
X Link 2025-10-27T14:06Z [----] followers, [----] engagements

"Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html"
X Link 2025-10-29T10:36Z [----] followers, [----] engagements

"To me this is the most important part of the report. $TVE $TVE.TO #COM #OOTT /1 https://x.com/EnergyInvest0r/status/1983483142146298340t=CK5mbYbgYrPwoHibNcDYkg&s=19 Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://t.co/l68ERFZbjW https://x.com/EnergyInvest0r/status/1983483142146298340t=CK5mbYbgYrPwoHibNcDYkg&s=19 Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://t.co/l68ERFZbjW"
X Link 2025-10-29T12:38Z [----] followers, [----] engagements

"$CVE with a great earnings report and it's not even [----] yet 😉. The flood of Cenovus project completions is coming. $CVE $CVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1892619742373871948t=Wv8PHjUnuh1HaA9JCY43tQ&s=19 https://www.cenovus.com/News-and-Stories/News-releases/2025/3178198 [----] - Terry ($ARX) needs to be fired. [----] - Brian ($TVE) needs to be fired. [----] - Jon ($CVE) needs to be fired. Pretend you didn't say it for the old and keep it coming for the new 😉. I love it #COM #OOTT https://x.com/EnergyInvest0r/status/1892619742373871948t=Wv8PHjUnuh1HaA9JCY43tQ&s=19"
X Link 2025-10-31T13:30Z [----] followers, [----] engagements

"That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅. https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19 https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19"
X Link 2025-11-04T23:36Z [----] followers, [----] engagements

"9 days ago I said Tourmaline would be the next to cut and was accused of being in a cult. Today Tourmaline cut their dividend from 85c/Q to 75c/Q. 1/ https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊. https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
X Link 2025-11-05T23:07Z [----] followers, 16.6K engagements

"I've liquidated $NVA and bought $ARX. Had no idea what to do with the cash but along came a 10% discount in [--] days. Will likely never ever beat my NVA trade. Nor will I likely ever be as scared of owning something like that again. What a journey. /1 https://x.com/EnergyInvest0r/status/1985853569715544445t=6kx-YNbAiAzpiFDLjkkWDQ&s=19 That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅."
X Link 2025-11-07T16:49Z [----] followers, [----] engagements

"Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1986506743388463160t=gr4pBLAluRFx7aGHEB8XmA&s=19 ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT https://t.co/RXToZ3wHyZ"
X Link 2025-11-07T19:57Z [----] followers, [----] engagements

"Additionally $ARX needs to aggressively defend the SP from the wolves. $CPG had an idiotic dividend/mgmt team in the way. FAFO. $MEG took a cautious buyback approach during their turnaround. FAFO. Won't be shocked if [----] buybacks are front-loaded. https://x.com/EnergyInvest0r/status/1986885621646848179t=lAfmduxvRTARvmVcOgNAGg&s=19 Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://t.co/CXHsLYWSUh https://t.co/tIhYEkuSLe"
X Link 2025-11-07T20:08Z [----] followers, [----] engagements

"Cenovus bought back 20.9M shares in October. With [--] months remaining in [----] they've entered my lower range of 5-7% buybacks for the year. Unpredictable how they finish [----] given that they don't have a black and white post-MEG FCF allocation plan. $CVE $CVE.TO #COM #OOTT"
X Link 2025-11-10T23:58Z [----] followers, [----] engagements

"The best dry gas name in Canada just reported their earnings. 🚀🫡 $PEY $PEY.TO #COM #OOTT https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html"
X Link 2025-11-13T22:08Z [----] followers, [----] engagements

"An absolutely monstrous YoY improvement. Net debt will from here be smashed hard Q after Q while growing production 7-8%/yr & paying a dividend other dry gas names can only dream about. Repsol acquisition digested. The Deep Basin Advantage cometh 🍻. $PEY $PEY.TO #COM #OOTT"
X Link 2025-11-13T22:29Z [----] followers, [----] engagements

"@Kevin_AGraham Highest margins on an absolutely miserable NG quarter and year(s) for WCSB NG. The Peyto team has completely disconnected us from the reality of producing and selling NG in Alberta. Amazing work pushing the limits both on the top and bottom line at the same time"
X Link 2025-11-14T14:17Z [----] followers, [----] engagements

"Me an absolute Peyto degenerate checking my portfolio this morning with the prior knowledge that Peyto has only low quality non-Montney inventory. $PEY $PEY.TO #COM #OOTT"
X Link 2025-11-14T16:38Z [----] followers, [----] engagements

"ARC Resources bought back 432k shares in May. Likely due to the negotiation of the $SCR Kakwa deal 🤞but buybacks have been lower than expected for all but 1/5 months YTD. That said CFO reiterated they are still going to return 100% of FCF for the year. $ARX $ARX.TO #COM #OOTT"
X Link 2025-06-05T16:04Z [----] followers, [----] engagements

"@plutusofcrete89 @BB19043 @Kevin_AGraham That's a different question. Higher cost lower quality operators often have more torque. But.if your thesis is NG will 🚀 then you might as well buy NG futures instead of investing in lower quality operators. I don't have a NG price thesis so I don't do that personally"
X Link 2025-07-09T12:54Z [----] followers, [--] engagements

"Less sexy as this is not a gusher but a nice bread and butter waterflood well. March [----] waterflood start. Roughly [--] months later production stopped declining (105bbl/d) and started slowly inclining. Producing 227bbl/d in July 🍻. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-27T02:45Z [----] followers, [----] engagements

"Kevin you just got lucky The deletions and excuses shall flow at a very steady rate; they always do. And the willing will of course believe the narratives because they badly want to believe em. $PEY.TO $TOU.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1983614704212963569t=dp5VKAwzg_WsqtCjcI1sdQ&s=19 Thanks Michael 🫶 Im mentally challenged but live rent free. Got it 😂 This is the only thesis I care about 1yr Total Returns: $PEY.to +41.4% $TOU.to -1.4% https://t.co/0NH7V5Xx3K https://x.com/Kevin_AGraham/status/1983614704212963569t=dp5VKAwzg_WsqtCjcI1sdQ&s=19 Thanks Michael 🫶 Im mentally"
X Link 2025-10-30T00:44Z [----] followers, [----] engagements

"People hoping for $PEY underperformance will not want to read TD's 🔥 report from yesterday. I thought about redacting $TOU numbers in order to put into practice my sensitivity training but F it. Just don't look at the right side of the charts 😂. $PEY $PEY.TO #COM #OOTT"
X Link 2025-12-04T14:43Z [----] followers, [----] engagements

"@Mackslann @LouisRo96503649 Official. $67.96. That's $1.75M debt paid off via Ventura today. Hope Dawn and Emerson join the party tomorrow"
X Link 2026-01-23T02:31Z [----] followers, [--] engagements

"@notjaso79646447 @ShaleTier7 The only PEY vol in question for this storm is all of Chicago and a tiny portion of Dawn. I would not automatically assume it is monthly. I talked about this with Peyto [--] months ago. They use financial instruments to (seasonally) choose between daily and monthly exposure. /1"
X Link 2026-01-28T13:29Z [----] followers, [--] engagements

""You're gonna live with me now.I'm gonna take care of you.cuz I love you ❤." $TOU $TOU.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1986285477771813101t=DlnI9XPAP0MCIBqpqd6nOA&s=19 $TOU Q3 [----] CFPS - $1.85/sh TD & Consensus - $1.98/sh & $1.95/sh The cultists respond: ✅ Dont need FCF ✅ No dividend cut ✅ FCF can be gamed ✅ Focus on [----] You cant make this up 🤷♂ Just admit it was a tough quarter instead of embarrassing yourself 🤦 https://t.co/JpqTY4JA3G https://x.com/Kevin_AGraham/status/1986285477771813101t=DlnI9XPAP0MCIBqpqd6nOA&s=19 $TOU Q3 [----] CFPS - $1.85/sh TD & Consensus -"
X Link 2025-11-06T16:38Z [----] followers, [----] engagements

"$TOU $TOU.TO #COM #OOTT https://x.com/inthemoneypod/status/1990879050877813064t=FiUVq8VPIreNoqL3zJQYCg&s=19 https://x.com/inthemoneypod/status/1990879050877813064t=FiUVq8VPIreNoqL3zJQYCg&s=19"
X Link 2025-11-19T13:28Z [----] followers, [----] engagements

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