@Kevin_AGraham Kevin Graham
Kevin Graham posts on X about $peyto, gas, $touto, $pey the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
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- [--] Month [-------] +7.50%
- [--] Months [-------] +48%
- [--] Year [---------] -30%
Mentions: [--] #
- [--] Week [--] -5.70%
- [--] Month [--] -2.60%
- [--] Months [---] +87%
- [--] Year [---] +15%
Followers: [-----] #
- [--] Week [-----] -0.03%
- [--] Month [-----] +4.90%
- [--] Months [-----] +15%
- [--] Year [-----] +31%
CreatorRank: [---------] #
Social Influence
Social category influence finance 25.93% stocks 13.89% cryptocurrencies 6.48% countries 3.7% nfl 0.93% technology brands 0.93% travel destinations 0.93%
Social topic influence $peyto #9, gas 16.67%, $touto #14, $pey #3, $arxto 9.26%, dividend 8.33%, in the 7.41%, $tou 7.41%, $su #13, future 6.48%
Top accounts mentioned or mentioned by @garquake @bb19043 @nuggetcapital @kramerkarma1 @jleqc @energyinvest0r @shaletier7 @peterlukacsr @trendbullish @vanisleinvestor @lidsceo @abltrader @kevinagraham @assettraveller @westpine613 @mythmakrr @alex70848763197 @koyfincharts @razoroil @gubbeen1
Top assets mentioned Suncor Energy, Inc. (SU) Accelerant Holdings (ARX) Cenovus Energy Inc. (CVE) Canadian Natural Resources Limited (CNQ) Imperial Oil Limited (IMO) PARSIQ (PRQ) Copiosa Coin (COP2) Berkshire Hathaway Inc Class B (BRK.B) Aethir (ATH) Montrose Environmental Group, Inc. (MEG) Scroll (SCR) Baytex Energy Corp. (BTE) Nova Minerals Limited (NVA) Crane Holdings, Co. (CR) Joystream (JOY) Intuit Inc. (INTU)
Top Social Posts
Top posts by engagements in the last [--] hours
"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 [----] followers, [----] engagements
"YTD returns for select gas E&Ps $PEY.to = 37.3% $TOU.to = -0.7% $ARX.to = 0.0% $PEY.to has gone vertical in Q4 Just got lucky Or is the market forward looking to them smashing Nov prod records later today in the monthly report ✅ Perfectly timed to NG going"
X Link 2025-12-03T12:45Z [----] followers, [----] engagements
"$TOU.to Deep Basin looking tired. [----] results are underperforming the [--] year average. When will they buy $PEY.to"
X Link 2025-12-28T20:34Z [----] followers, [----] engagements
"Oil Majors (dark blue) have seen their multiples rise from 6x to 9x over the past year. This remarkable performance has occurred while oil prices (light blue) have fallen. What does this mean for oil investors from here 🧵1/x $IMO $SU $CVE $CNQ"
X Link 2026-01-24T15:49Z [----] followers, 16.2K engagements
"Can anyone confirm if $TOU.to has approx 60% of their [----] gas floating at AECO/Stn2 and PG&E/Malin If so they should look at this table and quit yapping about $PEY.to 🫡 1/x #Natgas spot prices at various locations across the US as of 1/28/26 https://t.co/36x4bYQnQx #Natgas spot prices at various locations across the US as of 1/28/26 https://t.co/36x4bYQnQx"
X Link 2026-01-29T19:22Z [----] followers, [----] engagements
"For the visually impaired Q1 isnt going to be pretty but they wont tell you that 😬 2/x"
X Link 2026-01-29T19:22Z [----] followers, [----] engagements
"Imagine doubling down on insults after missing one of the coldest winters in years. I dont get it. Especially when $PEY.to up 63.3% $TOU.to down -0.5% Have a great day"
X Link 2026-01-29T19:22Z [----] followers, [----] engagements
"2024 return = 34.7% [--] Yr = 19.4% [----] was the year of the comeback. Largest holdings ($BRK.b $SU & $PEY) all hit it out of the park🌟 Here's to more growth learning and seizing opportunities in 2025🥂📷 #valueinvesting #COM [----] return = 4.4% [--] Yr = 18.5% Accountability & intellectual honesty are key to achieving long term investment success. Don't worry about others. Stick to your knitting. Investing is a marathon not a sprint. Cheers to a healthy & prosperous 2024🥂🍻 #valueinvesting #COM https://t.co/IIjrqrx1ez [----] return = 4.4% [--] Yr = 18.5% Accountability & intellectual honesty are"
X Link 2025-01-01T17:48Z [----] followers, 49.8K engagements
"These emails never get old $PEY.to [--] week high 🔥 🚀 🔥 Congrats holders 🫡 #teamJPL"
X Link 2025-11-18T19:03Z [----] followers, [----] engagements
"2025 Return = 26.4% [--] Yr CAGR = 19.8% ✅2025 was volatile & bizarre but results were still excellent✅ The future is bright: Our business is booming🚀 just hired our first engineer & an expansion is planned🔥 [----] is shaping up to be the best ever🎆🚀🎇 [----] return = 34.7% [--] Yr = 19.4% [----] was the year of the comeback. Largest holdings ($BRK.b $SU & $PEY) all hit it out of the park🌟 Here's to more growth learning and seizing opportunities in 2025🥂📷 #valueinvesting #COM https://t.co/M912VHXQNI [----] return = 34.7% [--] Yr = 19.4% [----] was the year of the comeback. Largest holdings ($BRK.b $SU"
X Link 2026-01-01T20:17Z [----] followers, 12.5K engagements
"This is a good question $ARX.to just reported PDP FD&A costs of $15.77/boe and RBC has them doing $18.37/boe netbacks in [----] a mere 1.2x recycle ratio. $TOU.to based on last years FD&A cost comes in at 1.2x recycle ratio for [----]. $PEY.to based on last year FD&A cost comes in at 3.0x recycle ratio vastly superior profitability. Peyto also has much more forecasted FCF/shr for [----] than ARX (and keep in mind this includes 8% growth capex) If Peyto just did a maint capex budget like ARX they have $2.70/shr in FCF and a 11% FCF yield. Our camp remains bullish. Peyto is still cheap relative to"
X Link 2026-02-09T20:41Z [----] followers, [----] engagements
"@garquake @NuggetCapital People loved $GXE at $1 but hate it at $0.52-0.55. Trades at over 100% discount to 1P10/2P20 while $CJ trades at 20% discount. Huge upside. You make money when you buy. Not when you sell"
X Link 2024-11-06T21:18Z [----] followers, [----] engagements
"@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 [----] 🔥 🚀 🔥"
X Link 2025-09-23T13:05Z [----] followers, [----] engagements
"I didnt realize I live rent free 🤣 YTD total returns: $PEY.to +38.6% $TOU.to -3.9% (yes negative) $ARX.to -4.4% (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 [----] followers, 14.8K engagements
"As we get closer to year end its clear once again within energy - Its all about the horses you pick to ride in [----] 🫡 - Theyve disregarded commodity prices once again. Particularly oil. 😮 Top performers: $JOY $ATH & $BIR Bottom performers: $CNQ $TOU & $ARX As we get closer to year end it has become clear within Canadian Energy this year. It's all about the Horses you picked to Ride for [----]. Regardless of the price of Oil or Natural Gas Leadership and Size matters Names not as much in [----]. A few of the stand outs : https://t.co/gYoe1qUjFp As we get closer to year end it has become clear"
X Link 2025-11-28T13:42Z [----] followers, [----] engagements
"Remarkable how $PEY.to is creating more undiscounted value (absolute basis) and investors are getting [---] more bang for their buck compared to $TOU.to Even yet the Furus are confounded and Peyto continues to hit new [--] week highs 🔥🚀🔥"
X Link 2025-12-06T15:07Z [----] followers, [----] 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 [----] followers, [---] 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 [----] followers, [---] engagements
"First here is the total return performance of the Oil Majors over the past year: $IMO = 41% $SU = 30% $CVE = 26% $CNQ = 16% Not too shabby 2/x"
X Link 2026-01-24T15:49Z [----] followers, [----] engagements
"Look at these forecasts from DJ Some E&Ps have huge residual FCF after current capital plans. $PEY.to could double their dividend if the DJ forecast proves accurate 🔥 🚀 🔥 [--] https://t.co/UI8Dr7Twkr [--] https://t.co/UI8Dr7Twkr"
X Link 2026-01-27T02:47Z [----] followers, 14.8K engagements
"$PEY.to net debt target in sight 🔥 🚀 🔥 #dividendincrease Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3 Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3"
X Link 2026-01-27T22:51Z [----] followers, [----] engagements
"@Peter_Lukacs_R $ARX is a mixed bag Hedged gas is not great. Majority is AECO at the floor of $2.71CAD/GJ and a small amount of HH with a ceiling of $6.16/GJ. Overall they also have 24% WCSB floating and 10% Malin. So they have 46% exposed to the current premium markets. Better for sure"
X Link 2026-01-30T17:18Z [----] followers, [----] engagements
"🚨$PEY.to Monthly Report 🚨 ✅NEW RECORD - January Production [------] boed ✅Prod up 5% over Q4 & 10% over [----] 🔥🚀🔥 ✅2025 Capex came in at $475m inline ($10m ARO) ✅Report highlights how debt amplifies returns & leverage is back to pre-Repsol levels [----] is looking 👌"
X Link 2026-02-03T22:41Z [----] followers, [----] engagements
"@Lids_CEO Gotta feel bad for the guy. Negative total returns since summer [----]. Its [----] and he quadrupling down 🤦 Were a month into [----] and the delta is already 11%"
X Link 2026-02-04T13:03Z [----] followers, [---] engagements
"@abl_trader @garquake Yeah. $PRQ is held in some accounts. On its face the deal appears cheap. But the other side is selling for a reason. Regardless this deal pays back in two to three years at netbacks of $15-23/bbl. Dirt cheap for oil assets. @Kevin_AGraham @garquake 👍 https://t.co/1vZ6II5Q1i @Kevin_AGraham @garquake 👍 https://t.co/1vZ6II5Q1i"
X Link 2026-02-05T12:32Z [----] followers, [---] engagements
"Feel bad for the $ARX.to fan boys Rough day. Did anyone sound the alarm Were there any signs 🫡 $ARX.TO permanent impairment of the equity cash flows will be forever be lower. So you can predict the future Kevin come on 😂 Lets talk about this in just [--] months. #oott #eft #com $ARX.TO permanent impairment of the equity cash flows will be forever be lower. So you can predict the future Kevin come on 😂 Lets talk about this in just [--] months. #oott #eft #com"
X Link 2026-02-06T14:50Z [----] followers, [----] engagements
"@KramerKarma1 @trend_bullish I dont own silver. Ive advised family member who bought at $25 to sell when it went vertical. Historically when silver got this out of whack to gold (or oil) it was down 100% over the next [--] months. Most dangerous words in investing are: this time is different🍻"
X Link 2026-02-08T02:14Z [----] followers, [---] engagements
"Its the one day a year my wife lets me wear a jersey 😂 🔥 #Seahawks"
X Link 2026-02-08T20:54Z [----] followers, [----] engagements
"@trend_bullish"
X Link 2026-02-08T23:32Z [----] followers, [---] engagements
"@AssetTraveller @Westpine613 @jleqc @garquake @mythmakrr What Nobody is looking in the rear view mirror here. The question was And so where's the puck going We see where it currently is. So this is looking forward at [----]. Numbers are right from RBC/company reports. The above analysis is precisely why ARX puked last week 👇"
X Link 2026-02-10T03:25Z [----] followers, [---] engagements
"@Alex70848763197 @KoyfinCharts Agreed but few realize how sticky the Intuit business are. Seems similar to the mid 2000s when everyone said Apple was going to destroy Microsofts enterprise biz"
X Link 2026-02-10T17:09Z [----] followers, [--] engagements
"🚨New [--] Week High🚨 $PEY.to already up 15% YTD🔥🚀🔥 ✅Lowest FD&A Costs in ✅Lowest Cash Costs in ✅Highest Recycle Ratios for NG ✅Highest Margins (even for liquid co's) ✅Disciplined Hedging ✅LT Profitability & Dividends (going up) ✅The "experts" said they suck 🤣"
X Link 2026-02-12T01:35Z [----] followers, [----] engagements
"Oh man $PEY.to pumped out a pathetic 147k boe/d in Januarylike they cant even grow And this worthless $2 trinket Already fetching [---] bucks on the black market. What a world 🤣 🚨New [--] Week High🚨 $PEY.to already up 15% YTD🔥🚀🔥 ✅Lowest FD&A Costs in ✅Lowest Cash Costs in ✅Highest Recycle Ratios for NG ✅Highest Margins (even for liquid co's) ✅Disciplined Hedging ✅LT Profitability & Dividends (going up) ✅The "experts" said they suck 🤣 https://t.co/86jqloilPd 🚨New [--] Week High🚨 $PEY.to already up 15% YTD🔥🚀🔥 ✅Lowest FD&A Costs in ✅Lowest Cash Costs in ✅Highest Recycle Ratios for NG"
X Link 2026-02-12T12:35Z [----] followers, [----] engagements
"This week the $VRN.to (formerly $CPG.to) saga officially comes to an end when they merge with $WCP.to Let's take a look back at their financial performance for the past [--] years and see what we can learn. 1/x"
X Link 2025-05-10T16:26Z [----] followers, 37.1K engagements
"$MEG is worth what the market will pay. And if you werent buying it last week before the $SCR offer you didnt think it was worth the current price either. Now according to the self proclaimed experts its worth much more"
X Link 2025-05-18T22:19Z [----] followers, 12.2K engagements
"$PEY.to about to smash $20 Graham Capital is raising its PT to $25 ✅ Lowest F&D cost in ✅ Highest recycle ratios in ✅ Falling Opex ✅ Lowest Cash Costs in ✅ Strong hedge book ✅ Heavy insider buying ✅ Still unloved by analysts 🤣 🔥 🚀 🚀 🚀 🚀 🔥 $PEY.TO 💃🕺💃 TP 23$ https://t.co/McNmb2nR9C $PEY.TO 💃🕺💃 TP 23$ https://t.co/McNmb2nR9C"
X Link 2025-06-03T17:59Z [----] followers, [----] engagements
"Profitability is the most important measure as an investor. Compounding (your) capital is the goal. Naturally this is my favorite slide in the $PEY.to deck Let's see how the E&Ps compared in [----] a year with record low gas prices. 1/x 🧵"
X Link 2025-06-06T17:01Z [----] followers, [----] engagements
"Knock knock whos there $20 Congrats to all shareholders 🍻"
X Link 2025-06-12T15:04Z [----] followers, 19.5K engagements
"Cash delivered every month 🚀 🚀 🚀 Happy Dividend Day"
X Link 2025-07-16T01:20Z [----] followers, [----] engagements
"No need to worry about continued low AECO pricing $PEY.to is significantly increasing its diversification to US hubs next year. (And has hedged 409mmcfd at $4) 🔥 🚀 🔥 Hedging & diversification for🥇 🏆"
X Link 2025-07-21T18:30Z [----] followers, [----] engagements
"$PEY.to Q2 Conf Call Highlights TLDR: We continue to cut costs increase margins drill very profitable wells and we're optimizing Sundance to further drive profitability Let's dive in 1/x🧵"
X Link 2025-08-14T16:04Z [----] followers, 11.7K engagements
"Why are we still bullish on $PEY.to A 🧵 Let's let the numbers do the talking: 1) PEY has the highest dividend yield amongst all of the Intermediate/Senior NG producers in North America. 2) PEY is selling for a 15% FCF yield above the 10% average. (This means the share price would have to rise in order for the FCF to match the market avg) 3) P/CF and EV/DACF multiples are still below the Canadian averages. (Again this means the SP would have to rise just to meet the average multiple) 1/x"
X Link 2025-09-12T17:19Z [----] followers, 10.1K engagements
"Still trying to understand what happened with $TOU.to Their recent update showed a substantial increase in capex coupled with lower forecasted production for 2026-2028 (see below). This is a marked reduction in efficiency & nobody on X seems to be talking about it. 1/x 🧵"
X Link 2025-09-18T22:02Z [----] followers, 11.3K engagements
"There are three E&P's with expected capex under 50% of CF in [----]. Do you know who they are"
X Link 2025-10-09T21:13Z [----] followers, [----] engagements
"Setup for Nat Gas is 🔥 🔥 🔥 ✅ Low oil prices ✅ LNG ramping ✅ Winter is coming ✅ Pipeline Maintenance almost over ✅ Interest rates ✅ Global demand ✅ Montney producers reporting declining cap efficiency & higher marginal costs Bill Peyto remains bullish 🔥 🚀 🔥"
X Link 2025-10-17T12:41Z [----] followers, [----] engagements
"🚨 Winter is coming 🚨 If these CF numbers hold $PEY.to is likely to raise their dividend 50% to $2/share in early [----]. If the dividend yield stays at 7% the stock will run to $29/share. 👀 🔥 🚀 🔥 RBC price deck this weekend has some revealing comparative forward #s on key Nat gas names when looking at [----] IMO . $pey.to $arc.to $tou.to need to review after final budgets come out in Nov. https://t.co/lYYNJqVVDO RBC price deck this weekend has some revealing comparative forward #s on key Nat gas names when looking at [----] IMO . $pey.to $arc.to $tou.to need to review after final budgets come"
X Link 2025-10-20T17:03Z [----] followers, 21.2K engagements
"👀 Lots of names will struggle to cover dividend at current WTI prices 👀 Who will be the first to cut Great Chart here from RBCCM Breakevens across coverage universe of Oil and gas Names Total Capital / Capital + dividends and Sustaining Capital $imo $xom $cnq $ath.to $tou $meg.to $su $cve $tve.to $bte $pey.to #com #oott $arx.to $fang $cop https://t.co/AA51rvZwLT Great Chart here from RBCCM Breakevens across coverage universe of Oil and gas Names Total Capital / Capital + dividends and Sustaining Capital $imo $xom $cnq $ath.to $tou $meg.to $su $cve $tve.to $bte $pey.to #com #oott $arx.to"
X Link 2025-10-21T18:32Z [----] followers, 20.2K engagements
"$ATH.to & $PEY.to are battling it out for new [--] week highs today Lets go @RazorOil"
X Link 2025-11-14T16:28Z [----] followers, [----] engagements
"🚨 Peyto Exploration - [--] bagger 🚨 $PEY.to the exclusive #NatGas name that prints dividends 💵 is now a [--] bagger over the past [--] years. 👏 Theyve Massively outperformed their capital intensive montney/deep basin peers $TOU.to & $ARX.to #valuationsmatter #valueinvesting"
X Link 2025-11-17T00:09Z [----] followers, 10.8K engagements
"Enjoy your Sunday"
X Link 2022-08-28T14:27Z [----] followers, [---] engagements
"2022 return = 37.2% [--] Yr = 19.6% pa Sometimes I wonder if Im doing this right. Lots of different viewpoints out there. I find it best to turn off the noise & stick with what you know. Wishing you a healthy & prosperous 2023🥂🍻 #valueinvesting #COM"
X Link 2022-12-31T20:52Z [----] followers, 68.3K engagements
"@gubbeen1 $3.17 for $RZE.V you pretty much nailed the top. Stick with quality. The notion that these micro/small caps will outperform in O&G is nonsense. Curious how did you value these companies"
X Link 2023-01-21T14:09Z [----] followers, [---] engagements
"Another strong day for NG. All roads lead to $4 gas. Maybe sooner than later🚀🔥"
X Link 2023-07-05T01:06Z [----] followers, 10.5K engagements
"$Pey.to finally shows its cards 👀 Its a royal flush 🔥 🔥 🔥 Wow thats only $219m/yr. Not bad considering Q2 rev was only $210m. Dividend hike incoming T-4 months #Cascade"
X Link 2023-08-10T01:33Z [----] followers, 13.3K engagements
"Peyto - Repsol Deal Summary - Hand meet glove. 🧵 1/x"
X Link 2023-09-06T21:26Z [----] followers, 36.8K engagements
"👀 Good morning to all those underweight energy"
X Link 2023-09-27T12:33Z [----] followers, [----] engagements
"👀WTI knocking on the door 🚀🔥"
X Link 2024-01-26T02:34Z [----] followers, [----] engagements
"I guess the reserve report was good 😂"
X Link 2024-02-26T16:02Z [----] followers, [----] engagements
"We all know who peys the bills"
X Link 2024-03-27T01:02Z [----] followers, [----] engagements
"Whats your average holding time The average holding period has declined from [--] Years to just [--] Months https://t.co/HmV1OycGBv The average holding period has declined from [--] Years to just [--] Months https://t.co/HmV1OycGBv"
X Link 2024-03-28T00:34Z [----] followers, [----] engagements
"Who is most indebted This is debt divided by each companies CF's in a blowdown scenario (stop drilling) with future cash flows discounted at 10%"
X Link 2024-04-01T17:48Z [----] followers, 10.7K engagements
"New [--] week high. Next stop $23"
X Link 2024-04-29T16:33Z [----] followers, [----] engagements
"Loblaws boycott explained @truckdriverpleb https://t.co/iGYRS6d1JL @truckdriverpleb https://t.co/iGYRS6d1JL"
X Link 2024-05-02T01:22Z [----] followers, [----] engagements
"Energy that sell at 1P NAV: $ARX $TOU $PNE $AAV $POU $VET $BTE $VRN $ATH $TVE Sell at 35% discount to 1P NAV: $SDE $NVA $WCP $MEG $CJ $GXE Sell at 100% discount to 1P NAV: $PEY $CR $KEL $PRQ $SOIL $SCR $OBE Choose your fighter #COM"
X Link 2024-05-24T13:25Z [----] followers, 10.5K engagements
"Its time for a Guinness"
X Link 2024-07-26T15:18Z [----] followers, [----] engagements
"@BubleQe Cash today & permanent higher costs forever. I dont get it. Pembina & Topaz are the new toll booths"
X Link 2024-09-10T03:28Z [----] followers, [---] engagements
"🏆 $PEY is the best performing O&G company in in [----] 🏆 ($CR was acquired) 🚀 Congrats to the $PEY team 🚀 #deepbasin #teamJP #dividends Updated Canadian O&G YTD performance. -Median return on this list = 6.74% #oott https://t.co/CObhwvbDH2 Updated Canadian O&G YTD performance. -Median return on this list = 6.74% #oott https://t.co/CObhwvbDH2"
X Link 2024-09-28T13:55Z [----] followers, [----] engagements
"@NuggetCapital I added 100k shares this past week. Dividend is fine at $70 WTI. WCS is much better than this time last year due to improved diffs. Cheap as borscht. Fair value of $1 at [--] WTI. This one is too easy a double from here"
X Link 2024-11-05T18:27Z [----] followers, [----] engagements
"@BeegJj Just be careful The dividend was not covered in Q3. Any weakness in q4 and you might get a cut. $GXE looks like a better option to me with a 50% payout ratio 10.7% div. $GXE should have a good day with strong earnings. 🍻 @garquake @NuggetCapital People loved $GXE at $1 but hate it at $0.52-0.55. Trades at over 100% discount to 1P10/2P20 while $CJ trades at 20% discount. Huge upside. You make money when you buy. Not when you sell. @garquake @NuggetCapital People loved $GXE at $1 but hate it at $0.52-0.55. Trades at over 100% discount to 1P10/2P20 while $CJ trades at 20% discount. Huge"
X Link 2024-11-08T14:10Z [----] followers, [----] engagements
"@UnruhTynan No I backed it out. [----] Dev Capex = $1475m (spent $1210m through Q3) [----] A/D = 26.4-648.3 = $-621.9m (its there) Net Capex = $853.1m Reserve Delta = -48.0+69.966 (prod) Net addition = 21.9mmboe PDP F&D = $853.1/21.9 = $38.88/boe You"
X Link 2025-01-22T19:12Z [----] followers, [---] engagements
"Some people understand what the table below means for $PEY.to Others are finding out today 🍻 Below is a comparison of what companies predicted they could find reserves for to what they actually found (or acquired) it for. Notes: - $PEY with massive outperformance. 2nd year in a row they have out performed predicted F&D cost. - Looks like costs/recoveries in the https://t.co/WAOhg21I86 Below is a comparison of what companies predicted they could find reserves for to what they actually found (or acquired) it for. Notes: - $PEY with massive outperformance. 2nd year in a row they have out"
X Link 2025-03-24T13:49Z [----] followers, [----] engagements
"NEW [--] week high"
X Link 2025-03-25T15:57Z [----] followers, 11.9K engagements
"Don Gray is not messing around. Thats $3.6 million bought in the last month. 🚀 🔥 🚀 $PEY Peyto Exploration - Buy of [-----] shares for approx. $1260000 https://t.co/RW1IZmDrEe $PEY Peyto Exploration - Buy of [-----] shares for approx. $1260000 https://t.co/RW1IZmDrEe"
X Link 2025-04-03T20:24Z [----] followers, [----] engagements
"🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀"
X Link 2025-05-08T14:02Z [----] followers, [----] engagements
"$PEY.to been a rocket lately Will we break $20 today Earnings after close today 🔥 🚀 🔥"
X Link 2025-05-13T13:50Z [----] followers, [----] engagements
"Natty names at or about to break [--] week highs again🔥 🚀 🔥"
X Link 2025-06-09T18:36Z [----] followers, [----] engagements
"Knock knock whos there $21 🔥 🚀 🔥 Only took [--] days to break a new handle.🍻 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j"
X Link 2025-06-17T14:05Z [----] followers, [----] engagements
"Nat Gas E&P YTD Performance"
X Link 2025-06-18T01:25Z [----] followers, [----] engagements
"@plutusofcrete89 @BB19043 @BigJohn811 $BIR had a 62% drawdown from [----]. It is merely getting back to fair value. I also posted this last summer. Those who think NAV is dead dont understand finance. (Ill update later today) Average Gas E&P sells for 155% of their PDP NAV discounted at 10%. (This is the net present value of the discounted cashflows assuming a blowdown scenario) The market is severely discount the future potential of some while including it for others. https://t.co/pIILed1i63 Average Gas E&P sells for 155% of their PDP NAV discounted at 10%. (This is the net present value of"
X Link 2025-06-18T12:41Z [----] followers, [--] engagements
"2024 UPDATE Average Gas E&P now sells for 169% of their PDP NAV discounted at 10% up from last year $BIR caught up a lot from last years big drawdown $PEY despite the strong performance still trades at a large discount their NPV of reserves. We remain bullish🙂 1/2 🧵 Average Gas E&P sells for 155% of their PDP NAV discounted at 10%. (This is the net present value of the discounted cashflows assuming a blowdown scenario) The market is severely discount the future potential of some while including it for others. https://t.co/pIILed1i63 Average Gas E&P sells for 155% of their PDP NAV discounted"
X Link 2025-06-18T21:05Z [----] followers, 12.5K engagements
"The Grahams are off to Paris today so were doing our part 🫡 Looking forward to catching up with friends & touring some breathtaking countryside. Mangez bien riez souvent aimez beaucoup Global airline seat capacity now at its high point of the year fueling record jet fuel consumption and travel numbers America China India Japan and most of Europe are all showing major growth YoY with smaller markets also adding capacity consistently year after year. 🛢💰 https://t.co/UC1AqnH6LG Global airline seat capacity now at its high point of the year fueling record jet fuel consumption and travel"
X Link 2025-07-27T14:30Z [----] followers, [----] engagements
"@VanIsleInvestor Total return $PEY is actually outperforming $BIR by 3% YTD $PEY should trounce all of them into YE. Highest financial returns per share of any. Plus they are going to grow production by 8% between now & the end of the year. 🍻"
X Link 2025-08-17T22:04Z [----] followers, [---] engagements
"@globalnews Nobody voted for this & no debate in the House of Commons. Carney doesnt speak for Canadians"
X Link 2025-09-21T18:59Z [----] followers, [----] engagements
"NG Total Return YTD When you include dividends $PRQ is the clear winner $AAV $PEY and $NVA are closely tied for second place. Who will take home the 2025🏆 Canadian Natural Gas - Year to Date $TOU Tourmaline $ARX ARC Resources $BIR Birchcliff $PEY Peyto $AAV Advantage All have a little bit of catching up to do to get an Advantage. https://t.co/qpMlxBR9bc Canadian Natural Gas - Year to Date $TOU Tourmaline $ARX ARC Resources $BIR Birchcliff $PEY Peyto $AAV Advantage All have a little bit of catching up to do to get an Advantage. https://t.co/qpMlxBR9bc"
X Link 2025-10-05T20:39Z [----] followers, [----] engagements
"Same Chart - Better Formatting Gas names are looking great 🔥🚀🔥 🚨Chart Crime from RBC 🚨 Looks like Flat FCF BUT many have double or triple the 2026E FCF of the others. Namely: $BIR.to $VET.to $KEC.to $ARX.to & $PEY.to https://t.co/fXeL3nY3i4 🚨Chart Crime from RBC 🚨 Looks like Flat FCF BUT many have double or triple the 2026E FCF of the others. Namely: $BIR.to $VET.to $KEC.to $ARX.to & $PEY.to https://t.co/fXeL3nY3i4"
X Link 2025-10-09T21:01Z [----] followers, [----] engagements
"🚨 Very Important 🚨 Notice how the $TOU fan boys dont disagree with me. Michael admits $TOU is Nothing special. BUT NOTE: All they do is sell some possible future. So after zero total return for [--] years youre told stick around for a decade. 😮 A decade is an eternity in investing and as Buffett explained A bird in the hand is worth two in the bush. In less than [--] years let alone a decade Ill probably be on to another sector. O&G is a very cyclical industry and were all one drawdown away from getting destroyed. (Oil bros especially) Ive beaten the market with 20% annual returns not from"
X Link 2025-10-29T14:28Z [----] followers, 21.4K engagements
"@EnergyInvest0r Bro Michael wrote in his substack in the fall of [----] $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 [----] followers, [---] engagements
"@jim_duffus Hes a [--] year old kid with low self esteem. What else would you expect Hes purely entertainment and all the kids with $10k in a margin account eat it up. You just posted more evidence. The insults never end"
X Link 2025-11-02T14:48Z [----] followers, 13.2K engagements
"👀 Another great call from [--] year old phenom @ShaleTier7 👏 👏 👏 Just like he drew it up 🙊 But wait wasnt Michael Jim Cramer Spyker was long $PEY.to last week 😂 🤣 😂"
X Link 2025-11-03T15:54Z [----] followers, 13.1K engagements
"🚨 New [--] Week High 🚨 Congrats $PEY.to shareholders 🔥 🚀 🔥 Lets Go [--] cents away🔥 🚀 🔥 https://t.co/EBNO2TNEX3 Lets Go [--] cents away🔥 🚀 🔥 https://t.co/EBNO2TNEX3"
X Link 2025-11-07T18:58Z [----] followers, 12.6K engagements
"🚨Another [--] Week High 🚨 Congrats $PEY.to Shareholders🔥🚀🔥 🚨 New [--] Week High 🚨 Congrats $PEY.to shareholders 🔥 🚀 🔥 https://t.co/jE5UCKwNFr 🚨 New [--] Week High 🚨 Congrats $PEY.to shareholders 🔥 🚀 🔥 https://t.co/jE5UCKwNFr"
X Link 2025-11-10T22:17Z [----] followers, [----] engagements
"@garquake Remarkable that $PEY.to has a 32% higher [----] 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 [----] followers, [---] engagements
"RBC out with some insane $PEY.to estimates for [----] FCF of $575m is $2.85/shr. Current dividend is $1.32/shr How high will it go Graham Capital sees [----] 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 [----] followers, [----] engagements
"TD on why $PEY.to is misunderstood: ✅ INDUSTRY LOW portion of CF required to sustain production (due to low decline rates) ✅ INDUSTRY LEADING under-utilized gas processing capacity ✅ Robust medium term GROWTH ✅ Significant INVENTORY depth [----] = 🚀 🚀 🚀 = dividends My favorite NG stock $pey.to 🤩 - Buy C$25 - Best ideas [----] - defensive near-term but poised to capture upside - among the highest medium-term WCSB exposure - continues to achieve the highest cash margins among peers - a lower-risk gas manufacturing machine - attractive FCF % https://t.co/3GbZ5gTBKf My favorite NG stock $pey.to"
X Link 2025-12-04T13:42Z [----] followers, [----] engagements
"@BB19043 Ok bud. Youre a nice guy but $ARX was down like 12% the next day. So sorry you missed that. Now youre going to deny what you wrote on X one year ago Scroll up. You sold $SU & $WCP (big winners in 2025) and doubled your $ARX & $TOU positions. Lets not pretend its [----] buys 2/So now $ARX.TO and $TOU.TO are my biggest holdings. Doubled both recently. $TPZ.TO behind (will add here in time around the [--] dma). Smaller pos in $PD.TO and $TCW.TO on the #ofs side. Thats it. Good luck to everyone in the energy trade. #com #oott #eft 2/So now $ARX.TO and $TOU.TO are my biggest holdings. Doubled"
X Link 2025-12-06T14:33Z [----] followers, [----] 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 [----] followers, [---] engagements
"JP then explains how Peyto has a [--] yr PDP reserve life index and concludes so I wouldnt consider our decline rates higher. (For ref. - $TOU [--] yrs & $ARX [--] 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 [----] followers, [---] engagements
"@BB19043 Some people refuse to read the writing on the wall. And for the record there has been no positive news about $ARX.to since last summer (outside of promotional propaganda by certain posters) @garquake @CdnEngyAnalysis @ShaleTier7 Yeah. $ARX will see a down day today. CF beat but Attachie doing 27.3k boed well below expected 40k boed. [----] prod guidance cut 20k boed [----] capex guidance at high end and again prod guided 10-15k boed lower. Also guided higher transport and opex costs thus lower netbacks @garquake @CdnEngyAnalysis @ShaleTier7 Yeah. $ARX will see a down day today. CF beat"
X Link 2026-01-14T13:42Z [----] followers, [----] engagements
"@BB19043 Well know how bad it is in about a month. But again the writing was on the wall. Next time dont shoot the messenger but engage with the content and disagree with facts or figures. Thats what Im here for. Cheers $ARX.TO permanent impairment of the equity cash flows will be forever be lower. So you can predict the future Kevin come on 😂 Lets talk about this in just [--] months. #oott #eft #com $ARX.TO permanent impairment of the equity cash flows will be forever be lower. So you can predict the future Kevin come on 😂 Lets talk about this in just [--] months. #oott #eft #com"
X Link 2026-01-14T13:52Z [----] followers, [----] engagements
"Happy 1st PEYday of [----] 💵 With AECO futures under $2 for almost all of [----] $PEY.to shareholders sleep well with 62% of their gas hedged at $4.11 🔥 🚀 🔥 (And unhedged gas is mostly Dawn/Chicago/Henry Hub/Cascade) ✅ Tell me ✅ Show me ✅ PAY me💰"
X Link 2026-01-15T13:03Z [----] followers, [----] engagements
"🚨New [--] Week High🚨 Congrats to all $PEY.to shareholders 🥂 Last year was great but [----] is going to be even better #Dawn_Parkway #Chicago #Ventura🔥🚀🔥"
X Link 2026-01-26T23:05Z [----] followers, [----] engagements
"@MebFaber Run it hot"
X Link 2026-01-28T20:49Z [----] followers, [---] engagements
"Who cares What can we do about it Trade with the US is 75% of exports and 20% of our economy. US trade to Canada is less than 2%. That means we are 10x more dependent on them than they are on us. Youre delusional if you want to play poke the bear or play any blame game or have a pity party. When 1/5 of your neighbours are unemployed youll stop whining and demand answers. And if carefully listen again thats exactly what Bessent is saying"
X Link 2026-01-29T20:59Z [----] followers, [--] engagements
"@Peter_Lukacs_R $PEY.to is printing 60% of Q1 gas hedged at $4.73 - Incredible given AECO is sub $2 The balance is floating at Dawn/Chicago/Ventura/Emerson- all crazy high. Monthly at Chicago is $11CAD/GJ net for Feb. Small amount at Malin & Cascade isn't great but still better than AECO"
X Link 2026-01-30T17:31Z [----] followers, [----] engagements
"The market neither knows nor cares what you own and what you paid👇 The saddest tale of the Silver market is yet to come There are those reading this that postponed buying Silver until this week when you just could not stand watching the market go up everyday So you caved in and went long -- probably above $105k Now that the market has broken The saddest tale of the Silver market is yet to come There are those reading this that postponed buying Silver until this week when you just could not stand watching the market go up everyday So you caved in and went long -- probably above $105k Now that"
X Link 2026-01-30T22:28Z [----] followers, [----] engagements
"@garquake Might be taking part in a non-brokered private placement at Petrus to fund an acquisition👇 https://static1.squarespace.com/static/61785537e5f7ac63ee886fa0/t/6983afa6393fc23ee4152f7e/1770237862198/Press+Release+%28Acquisition++Offering%29+FINAL.pdf https://static1.squarespace.com/static/61785537e5f7ac63ee886fa0/t/6983afa6393fc23ee4152f7e/1770237862198/Press+Release+%28Acquisition++Offering%29+FINAL.pdf"
X Link 2026-02-04T23:32Z [----] followers, [---] engagements
"@jleqc @VanIsleInvestor @ShaleTier7 😂 Id pay $1000 to have Don and @ShaleTier7 discuss/debate anything at any time. Dons probably taking part in a non-brokered private placement at Petrus to fund an acquisition 😉 https://static1.squarespace.com/static/61785537e5f7ac63ee886fa0/t/6983afa6393fc23ee4152f7e/1770237862198/Press+Release+%28Acquisition++Offering%29+FINAL.pdf https://static1.squarespace.com/static/61785537e5f7ac63ee886fa0/t/6983afa6393fc23ee4152f7e/1770237862198/Press+Release+%28Acquisition++Offering%29+FINAL.pdf"
X Link 2026-02-04T23:35Z [----] followers, [---] engagements
"@brianlilley Unfortunately Bessent gave a political answer not a factually correct one. Tariffs are applied based on the country of origin. The US tariff on Chinese EV would still apply"
X Link 2026-02-05T19:06Z [----] followers, [----] engagements
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