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@Irving_Small "Put some more cash to work: Murphy Oil Weyerhaeuser - add Arc Resources Coterra LyondellBasell - new FreeportMac - new Antero Resources Dow Perseus Mining Founders Metals Arizona Metals Eloro Resources - new SLV Jan 2027 Call options - new"
X Link @Irving_Small 2025-09-26T18:39Z XXX followers, XXX engagements

"SM Energy kind of looking at it sideways; near a 52-wk low; XXXX% yld; working to reduce debt; BV around XX trading 22.15; dependent on where oil & gas is going from here; no position; $SM #oil #gas"
X Link @Irving_Small 2025-10-15T21:04Z XXX followers, XX engagements

"Midcap energy names pretty solid moves today; $APA $MUR $SM $MGY $PR #oil"
X Link @Irving_Small 2025-09-16T17:48Z XXX followers, XXX engagements

"Kirby Corp; decent earnings shares off 18%; something is shifting in this market; $KEX #shipping"
X Link @Irving_Small 2025-07-31T14:50Z XXX followers, XXX engagements

"+34% on the SLV Call options; crude oil getting banged around; natgas had a big gap up last Thurs sitting 3.20; holding $AR $AETUF also $CTRA #silver #energy"
X Link @Irving_Small 2025-09-29T15:59Z XXX followers, XXX engagements

"Trilogy Metals; that's a 20-bagger now; $TMQ"
X Link @Irving_Small 2025-10-14T19:44Z XXX followers, XXX engagements

"Murphy entry was 23.21; holding here; like their Vietnam venture; $MUR #oil"
X Link @Irving_Small 2025-08-28T19:05Z XXX followers, XXX engagements

"Antero Resources with a nice move; +2.76%; natgas shares all green for a change; #natgas $AR"
X Link @Irving_Small 2025-09-23T14:47Z XXX followers, XXX engagements

"Added some Weyerhaeuser; have wanted to buy most of this year; $WY"
X Link @Irving_Small 2025-08-15T15:17Z XXX followers, XXX engagements

"Current book: Weyerhaeuser Arc Resources Coterra - added LyondellBasell Kirby Corp - new Huntsman - new FreeportMac Antero Resources Dow Perseus Mining Founders Metals Arizona Metals Sold Murphy Oil Eloro Resources and SLV options"
X Link @Irving_Small 2025-10-15T15:22Z XXX followers, XX engagements

"New position; Arc Resources; $AETUF #natgas #Canada"
X Link @Irving_Small 2025-09-11T16:29Z XXX followers, XXX engagements

"Once again a CAD $35M bought deal by New Pacific Metals; shares off 10%; will they ever develop those mountains of silver in Bolivia; #silver $NEWP"
X Link @Irving_Small 2025-10-15T15:51Z XXX followers, XXX engagements

"Dow Inc needs to break thru XX if it wants higher; XXXX% yld is not bad while you wait; #chemicals $DOW"
X Link @Irving_Small 2025-09-17T17:09Z XXX followers, XXX engagements

"Oilfield services again taking a hit; has been weak most of this year although Helmerich has come well off the lows earlier in the summer; $NOV $HP $HAL $SLB"
X Link @Irving_Small 2025-10-10T16:02Z XXX followers, XX engagements

"Will stay in $LYB and $WY even though I am underwater on both; down XXX% in Lyondell and about XXX% with Weyer; longer-term Holds"
X Link @Irving_Small 2025-10-01T17:58Z XXX followers, XXX engagements

"$DOW shares trading below XX now;"
X Link @Irving_Small 2025-10-09T15:45Z XXX followers, XXX engagements

"Nov Inc; used to be National Oilwell Varco; guess the market did not care for the earnings; not terrible in my opinion; $XXXX on Revenue $2.19B; $NOV"
X Link @Irving_Small 2025-07-29T15:48Z XXX followers, XXX engagements

"Murphy Oil pullin' out the stops; +2.08 or XXXX% today; has had a nice run lately; #oil $MUR"
X Link @Irving_Small 2025-09-23T14:45Z XXX followers, XXX engagements

"Sold Murphy yesterday with a XX% profit; love the company; just feel that if oil is heading lower as many suspect I will buy these shares back near my last entry; #oil $MUR"
X Link @Irving_Small 2025-10-04T20:20Z XXX followers, XXX engagements

"Took profits $NVO $EMN back to XX% Cash; don't have a great feel for this autumn in the markets; will the Fed cut in Sept; ongoing tariff effects largely still unknown; global macro and trade does not look great; err on the side of caution I guess"
X Link @Irving_Small 2025-08-13T18:53Z XXX followers, XXX engagements

"Midcap energy now correcting lower; $SM $MUR $MGY $PR $APA #oil"
X Link @Irving_Small 2025-10-10T16:03Z XXX followers, XXX engagements

"Plains All American Pipeline sporting an XXXX% yield; it's an LP so it comes with an extra tax form (K1); $PAA"
X Link @Irving_Small 2025-09-19T18:16Z XXX followers, XXX engagements

"ONEOK another knocked off mid-stream with a XXXX% yield; $OKE"
X Link @Irving_Small 2025-09-19T18:17Z XXX followers, XXX engagements

"Murphy Oil $XXXX on $683M; bottom-line comes in lower; 2024 was XX cents in Q2; I still like it for its Vietnam discovery; would get back in a bit lower; $MUR"
X Link @Irving_Small 2025-08-07T15:13Z XXX followers, XXX engagements

"Best performers today in my PF: $MUR $AR $LYB $PR $CTRA #energy"
X Link @Irving_Small 2025-09-24T16:37Z XXX followers, XXX engagements

"Lyondell-Basell interesting at XX and chg; may or may not cut divvy which yields 10.5%; cyclical on a downside but already discounted; might take a small shot with them; could take time to recover; $LYB #chemicals"
X Link @Irving_Small 2025-09-22T18:47Z XXX followers, XXX engagements

"Lifezone Metals; I do like this Kabanga nickel project in Tanzania; company's Mkt Cap at US $XXX Million seems just a bit really just a bit on the high side for me; US $1.85B NPV(8); on watch no position; #nickel $LZM"
X Link @Irving_Small 2025-10-03T19:57Z XXX followers, XXX engagements

"Positions: Antero Perseus Mining Dow Inc Arc Resources Murphy Oil Weyerhaeuser Permian Resources Coterra Energy Arizona Metals Founders Metals"
X Link @Irving_Small 2025-09-16T18:12Z XXX followers, XXX engagements

"Kirby Corp; that's a heavy drop just since August; 120--81.50 off XX% in X months; $KEX #shipping"
X Link @Irving_Small 2025-10-07T18:55Z XXX followers, XX engagements

"Murphy Oil with a nice move; don't see any news; has been good to me; promising development projects offshore Vietnam and Ivory Coast; $MUR #oil"
X Link @Irving_Small 2025-09-16T15:22Z XXX followers, XXX engagements