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@Kevin_AGraham Avatar @Kevin_AGraham Kevin Graham

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

Engagements: XXX #

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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 XXXX% stocks XXXX% exchanges XXXX%

Social topic influence $peyto #5, $touto #15, gas 11.36%, $arxto #17, $tou #9, $pey 6.82%, $cve #30, $arx #7, $bir 4.55%, remarkable XXXX%

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

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

Top Social Posts

Top posts by engagements in the last XX hours

"Listening to the $VET investor day"
X Link 2025-12-10T22:58Z 3584 followers, 2453 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 3584 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

"🚨 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 3583 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

"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 3583 followers, 7344 engagements

"YTD Total Return for Nat Gas"
X Link 2025-11-23T19:47Z 3583 followers, 5733 engagements

"The first step of a proper analysis is to read the fine print and understand the assumptions. -Only 3972 are PUDs PNP or Probable BOOKED locations -21490 are UNBOOKED locations UNBOOKED = "no certainty" that: 1) They will become a location & 2) If they are economic 👇 2/x"
X Link 2025-11-23T20:39Z 3583 followers, XXX 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 3583 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

"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

"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

"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 3581 followers, 6551 engagements

"@Merlice1 @VanIsleInvestor The $CVE gas biz is terrible. $CNQ not far behind. Hopefully $CVE sells their Edson assets to $PEY soon. They have the expertise to turn it around. $SU is a great biz. I owned from 2020-2023. Dont do any comparisons to that fellows sacred cows. 😂"
X Link 2025-11-28T16:07Z 3583 followers, XXX 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

"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 3583 followers, 3633 engagements

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

"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

"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

"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 3583 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 3583 followers, XXX 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 3584 followers, 3086 engagements

"@EnergyInvest0r Emerson is netting $PEY.to over $5CAD/GJ on X% of production Is Q4 & Q1 going to be:"
X Link 2025-12-11T01:31Z 3584 followers, XXX engagements

"@Lids_CEO @Westpine613 I feel bad for him. Instead of admitting his mistakes he doubles down. Sad"
X Link 2025-12-11T03:21Z 3584 followers, XXX engagements