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@Kevin_AGraham Avatar @Kevin_AGraham Kevin Graham

Kevin Graham posts on X about $peyto, $touto, $arxto, gas the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% cryptocurrencies #7517 stocks XXXX% exchanges XXXX%

Social topic influence $peyto #4, $touto #8, $arxto #15, gas 8.89%, $tou #8, $arx #7, $cve #4, $pey #6, $bir #4, money XXXX%

Top accounts mentioned or mentioned by @bdepardell @energyinvest0r @vanisleinvestor @rockcreekfreak @garquake @merlice1 @imanobo02670922 @fr_cdn @westpine613 @cdnengyanalysis @shaletier7 @trendbullish @aarushp1 @robertclayson3 @notjaso79646447 @energyburrito @davidjpba @emmpeethree @baystreetamber @bobilan18

Top assets mentioned Accelerant Holdings (ARX) Cenovus Energy Inc. (CVE) Birake (BIR) Joystream (JOY) Aethir (ATH) Canadian Natural Resources Limited (CNQ) Baytex Energy Corp. (BTE) Suncor Energy, Inc. (SU) Copiosa Coin (COP2) VeChain (VET)

Top Social Posts

Top posts by engagements in the last XX hours

"DJ admits their mistake - slams the upgrade & buy button on $PEY.to ✅ Huge synergies - Repsol Will they go big with a $CVE tuck in acquisition 🤔"
X Link 2025-11-25T16:06Z 3581 followers, 6319 engagements

"December $PEY.to Monthly Report was another GEM Production was up from 133000 boe/d last month hitting 141000 boe/d in November and on the way to 145k boe/d in Dec. But JP's commentary on the Bluesky was shocking so let's dig in. 🧵1/x"
X Link 2025-12-06T23:23Z 3581 followers, 2105 engagements

"When Peyto aquired Repsol they inherited a drilled but uncompleted Bluesky ERH. "The well was so highly productive that it required a downhole chock to restrict its flow for XX months due to facility constraints" Sounds impressive right 2/x"
X Link 2025-12-06T23:23Z 3576 followers, XXX engagements

"@EnergyInvest0r Bro Michael wrote in his substack in the fall of 2022 $PEY was a poor choice to peers with similar dividends AND $TOU. $BIR and $PNE went into the toilet & $TOU has been flat ever since. Anyone who listened got wrecked & $PEY has more than doubled🫡"
X Link 2025-10-30T01:07Z 3581 followers, XXX engagements

"@rockcreekfreak @emmpeethree @VanIsleInvestor @baystreetamber Was it you selling/shorting $ARX in Sept with your esoteric knowledge Youre prob printing 40-50% returns with this ninja software I can only afford a free subscription to SEDAR. Its critical to be able to see financial results and track if the wells actually make money 💵"
X Link 2025-11-10T13:01Z 3580 followers, XXX engagements

"🚨 Peyto Exploration - XX bagger 🚨 $PEY.to the exclusive #NatGas name that prints dividends 💵 is now a XX bagger over the past X years. 👏 Theyve Massively outperformed their capital intensive montney/deep basin peers $TOU.to & $ARX.to #valuationsmatter #valueinvesting"
X Link 2025-11-17T00:09Z 3581 followers, 10.7K engagements

"@garquake Remarkable that $PEY.to has a XX% higher 2026 netback than $TOU.to DESPITE having 1/2 the liquids (12% vs 24%) They also have PEY generating MORE FCF than capex while growing prod 8%. Its pretty obvious which company will create more value next year. 🤫"
X Link 2025-11-20T14:27Z 3580 followers, XXX engagements

"YTD Total Return for Nat Gas"
X Link 2025-11-23T19:47Z 3582 followers, 5722 engagements

"Let's take a look at $PEY.to Yup they have over 1600 BOOKED locations as per independent reserve evaluator GLJ. There are no fictious locations in the Peyto deck. So instead of posting an apples to apples comparison he posts an apples to oranges comparison. 3/x"
X Link 2025-11-23T20:39Z 3580 followers, XXX engagements

"Reality of the situation is this: $TOU.to Booked Locations = 3972 $PEY.to Booked Locations = 1600 Given $TOU.to has XXX times more production $PEY.to actually has more BOOKED locations per boe of production. 4/x"
X Link 2025-11-23T20:39Z 3580 followers, 1117 engagements

"It doesnt bother me at all. They are different companies with some geographic overlap. What bothers me is nonsense posts. Ive always said $TOU.to does a lot of things right. All Ive done is point out the valuation and value creation gap. That said I could probably more accurately spell out what they do right than the so called experts but anyway"
X Link 2025-11-24T00:27Z 3580 followers, XXX engagements

"As we get closer to year end its clear once again within energy - Its all about the horses you pick to ride in 2025 🫡 - Theyve disregarded commodity prices once again. Particularly oil. 😮 Top performers: $JOY $ATH & $BIR Bottom performers: $CNQ $TOU & $ARX"
X Link 2025-11-28T13:42Z 3580 followers, 6536 engagements

"Intermediates E&P's $BIR.to & $PEY.to offering the best valuations double digit FCF yields. Many oil names showing slim to no FCF next year. $BTE showing zeros 2026 shaping up to be a very interesting year🍻 /end"
X Link 2025-11-30T20:20Z 3580 followers, 1037 engagements

"YTD returns for select gas E&Ps $PEY.to = XXXX% $TOU.to = -XXX% $ARX.to = XXX% $PEY.to has gone vertical in Q4 Just got lucky Or is the market forward looking to them smashing Nov prod records later today in the monthly report ✅ Perfectly timed to NG going"
X Link 2025-12-03T12:45Z 3580 followers, 3629 engagements

"If anything happens it wasnt me 🤣"
X Link 2025-12-05T16:43Z 3580 followers, 7512 engagements

"Key Point - Be careful of those peddling production numbers. Any PRODUCTION DATA presented without COSTS should come with a disclaimer that "this data is helpful but mostly useless" 5/x"
X Link 2025-12-06T23:23Z 3576 followers, XXX engagements

"JP concludes that the two follow ups drilled will generate full cycle IRR's of over XXX% the best from 2025 The good news They've identified another XX follow locations $PEY.to investors are grateful the team is focused on profit over production. We like dividends🫡 /end"
X Link 2025-12-06T23:23Z 3581 followers, XXX engagements

"Mike Rose from In the Money Podcast on the Montney: you have to replace a third (33%) or your production every year And .the gas business with resource plays its a treadmill and its a REALLY BIG TREADMILL and it GOES REALLY FAST. (Added emphasis) 7/x"
X Link 2025-12-07T15:48Z 3579 followers, XXX engagements

"John Dielwart - Arc Resources on the Montney: resource plays are great but the average decline rate is HIGH You could go and drill a bunch of Montney wells that decline 50-60% in the first year but THE TREADMILL THAT YOUR ON spending capital to SUSTAIN the business" 8/x"
X Link 2025-12-07T15:48Z 3580 followers, XXX engagements

"Back in Aug 2024 value was in plain sight. Yet so many missed the boat. Since then $PEY.to has moved from $XXXXX to $22.26/sh. It now trades at a XX% FCF yield. $TOU.to & $ARX.to have hardly moved. If $PEY had a XX% FCF yield the stock would be $34/sh 🫡"
X Link 2025-11-25T13:35Z 3582 followers, 13.1K engagements

"Remarkable how $PEY.to is creating more undiscounted value (absolute basis) and investors are getting XXX more bang for their buck compared to $TOU.to Even yet the Furus are confounded and Peyto continues to hit new XX week highs 🔥🚀🔥"
X Link 2025-12-06T15:07Z 3582 followers, 3070 engagements

"I didnt realize I live rent free 🤣 YTD total returns: $PEY.to +38.6% $TOU.to -XXX% (yes negative) $ARX.to -XXX% (yes negative) Yup $PEY.to sure missed out 🤡 Youd think he would have admitted his mistakes but no he keeps peddling nonsense. Thread incoming 🫡"
X Link 2025-11-20T21:29Z 3582 followers, 14.6K engagements

"RBC out with some insane $PEY.to estimates for 2026 FCF of $575m is $2.85/shr. Current dividend is $1.32/shr How high will it go Graham Capital sees 2026 capex at $550m driving 158k boe/d exit production (+9% YOY) and dividends of $2.50/shr (after Q1). Mind blown🔥🚀🔥"
X Link 2025-11-21T02:07Z 3582 followers, 7343 engagements

"RBC 2026E estimates & valuations Futures Pricing: WTI = $58.31USD/bbl HH = $4.08USD/mmbtu AECO = $3.23CAD/mcf $CVE & $SU offering relative value in $COP in 1/3"
X Link 2025-11-30T20:20Z 3582 followers, 4105 engagements

"Seniors E&P's Those are some very skinny FCF yields for $TOU.to $ARX.to's EV/DACF is XX% lower than TOU. $WCP in the middle 2/3"
X Link 2025-11-30T20:20Z 3582 followers, 1219 engagements

"Here's the question: Why is Peytos decline rates higher than your peers (if thats the case) Trevor followed I dont think it is And JP responds I dont think it is either so I dont know how to answer that In short JP said What the hell is he talking about 3/x"
X Link 2025-12-07T15:48Z 3582 followers, XXX engagements

"JP then explains how Peyto has a XX yr PDP reserve life index and concludes so I wouldnt consider our decline rates higher. (For ref. - $TOU X yrs & $ARX X yrs PDP RLI) He ends by says Peyto is also transparent the decline rate is in the corporate presentation. 😂 4/x"
X Link 2025-12-07T15:48Z 3581 followers, XXX engagements

"Listening to the $VET investor day"
X Link 2025-12-10T22:58Z 3581 followers, 1792 engagements