@rynokinsight Rynok Insight

Rynok Insight posts on X about in the, oil, gas, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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[--] Week [------] -81%
[--] Month [-------] +597%
[--] Months [-------] +242%
[--] Year [-------] +206%

Mentions: [--] #

[--] Week [--] +175%
[--] Month [---] +59%
[--] Months [---] +32%
[--] Year [---] +64%

Followers: [-----] #

[--] Week [---] +4.50%
[--] Month [---] +13%
[--] Months [---] +129%
[--] Year [---] +334%

CreatorRank: [---------] #

Social Influence

Social category influence finance 32.74% stocks 26.91% countries 8.07% cryptocurrencies 6.28% technology brands 3.14% currencies 1.79% exchanges 0.9% travel destinations 0.45% luxury brands 0.45% fashion brands 0.45%

Social topic influence in the 10.31%, oil 8.52%, gas 7.62%, stocks 7.62%, $cve 7.17%, $cnq #10, $xom #21, gold 5.83%, trade 5.38%, dividend 4.93%

Top accounts mentioned or mentioned by @nuggetcapital @madsposting @madscapital @tradeoilstocks @sfarringtonbkc @beegjj @ericnuttall @marketplunger1 @santiagoaufund @bubleqe @highyieldharry @cubedpermian @razoroil @tsxman @thewiseic @colinca92604304 @pawlicker88 @shaletier7 @dandoyleoil @docstrangelove2

Top assets mentioned Cenovus Energy Inc. (CVE) Canadian Natural Resources Limited (CNQ) Exxon Mobil (XOM) Baytex Energy Corp. (BTE) British American Tobacco (BTI) Suncor Energy, Inc. (SU) Franco-Nevada Corporation (FNV) Imperial Oil Limited (IMO) Agnico Eagle Mines Ltd. (AEM) PAN American Silver Corp (PAAS) Wheaton Precious Metals Corp. Common Stock (WPM) ProFrac Holding Corp. (ACDC) The Sandbox (SAND) Patterson-UTI Energy Inc (PTEN) Royal Gold Inc (RGLD) PolkaBridge (PBR) Philip Morris International Inc. (PM) Deckers Outdoor, Corp. (DECK) Newmont Corporation (NEM) Windoge98 (EXE) Nova Minerals Limited (NVA)

Top Social Posts

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

"My honest opinion on shareholder alignment over at $CNQ: #COM #OOTT"
X Link 2026-01-15T13:52Z [---] followers, [----] engagements

"Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan American Silver and some recent gains in Lundin Mining I want to be where nobody else wants to be - brutally high risk offshore oil & gas exploration. So I started a position in Petrobras $PBR. I should probably spend time doing a long form post the way I did with Eco Atlantic (recent multi-bagger and great oppo). The thesis is largely the same: 1) The business itself is so"
X Link 2026-02-09T19:11Z [---] followers, [----] engagements

"Brazilian Supermodel Gisele Bundchen is out with a message for the brutally deepwatermogged Canadian Oil Mafia - its ok to make mistakes. Its never too late to start Brazilmaxxing. #COM $PBR"
X Link 2026-02-11T19:20Z [---] followers, [---] engagements

"@tradeoilstocks So you bought back into oil after being sick of ShitCos like $CVE but you bought $CVE. How does that work"
X Link 2024-10-07T19:24Z [---] followers, [---] engagements

"@HighyieldHarry [--] years an analyst 💀"
X Link 2025-02-18T03:18Z [---] followers, [----] engagements

"DISGRACED FORMER FUND MANAGER ONCE AGAIN LONG CANADIAN EQUITIES ONE WEEK AFTER TABLE POUNDING ZERO EXPOSURE UNTIL TARIFF CLARITY #COM #OOTT Lastly note that National Bank Financial has a $7.00 target price on $SDE only a 100% upside from $SDEs current share price. And yes I have a position in $SDE. Lastly note that National Bank Financial has a $7.00 target price on $SDE only a 100% upside from $SDEs current share price. And yes I have a position in $SDE"
X Link 2025-02-21T21:54Z [---] followers, [----] engagements

"Following up on yesterday's adds: $BTI surprised on its US Velo relaunch. Strong turnaround in a growing unsaturated category with roadmap trail-blazed by $PM. $CVE I recommend the writeup from @NuggetCapital. Insider alignment + IOC tipped the scale vs adding $CNQ. 48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight. 48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight"
X Link 2025-03-11T10:39Z [---] followers, [----] engagements

"Portfolio after bringing cash down from 20% to 8.6% this week. What's new -Picked up $CVE and $BTI -Small adds to $SAND $FNV $CNQ -Reinvested $XOM div Might bring cash down to 5% if gold retests the 50DMA before $3k and the R&SCos cool off a bit"
X Link 2025-03-13T07:34Z [---] followers, [---] engagements

"Great point from @NuggetCapital is to make sure your buyback is a real buyback. I own and like $CNQ but dislike the dividend weighting vs buybacks. $IMO is an absolute champion comparatively. #com #oott My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy and real estate markets and what he looks for when evaluating those opportunities. Links 👇 My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy"
X Link 2025-04-03T16:58Z [---] followers, [----] engagements

"Todays trades: $XOM increased weight to 14% $SU increased weight to 10% $CVE (re)opened at 1% weight sold Jun 12Ps to 3% notional Cruise control for cool. On vacation so no pretty chart enjoy the comic:"
X Link 2025-05-05T19:10Z [---] followers, [---] engagements

"YTD Perf +15.1% - $IMO ran too hard too fast trimmed the position today and added to $CVE silly cheap - $SU for + OFS allocation + $PDS & $PTEN last week @NuggetCapital has great notes on them + $KLDCF more speculative baby $EMX Options are $AAPL 30/60 day puts"
X Link 2025-06-10T17:30Z [---] followers, [----] engagements

"Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. If youre up for a speculative O&G read Im starting to nibble on $ECAOF $EOG.V Eco Atlantic Oil & Gas. Ill put together a full blog post but the teaser is: $29M EV $4M in cash no debt $11.5M in the mail from a farm down to TotalEnergies and QatarEnergy - Exploring https://t.co/kOTkKWgGY0 If youre up for a speculative O&G read Im starting to nibble on $ECAOF $EOG.V Eco Atlantic Oil & Gas. Ill put together a full blog post but the teaser is: $29M EV $4M in cash no debt $11.5M in the mail from a"
X Link 2025-11-11T15:45Z [---] followers, [----] engagements

"Week in review: YTD Perf 45.0% Trimmed $IPCFF $IPCO.TO at a hair over 10% gain to roll into $ECAOF $EOG.V. While speculative the Orinduik stacked pay farm-out is a probabilistic outcome in the coming 6-12mos and there is a very real likelihood of subsequent results surpassing Exxon's Liza in shallower water. The de-risked exploration model ongoing and forthcoming Namibia farm-outs and funded Orange Basin drilling all get me hot. Assorted thoughts: - Last week I shared my thoughts on Canadian E&P valuations being expensive and unattractive relative to US-based OFS or even the US supermajors. I"
X Link 2025-11-16T16:50Z [---] followers, [----] engagements

"Ever buy something that moves you enough to buy the stock New consumer discretionary post is up on the blog for $DECK Deckers Outdoor Corp. Theyre UGG and HOKA roughly 50/50 sales split great company on sale. Link to the post will be in the comments"
X Link 2025-12-07T19:50Z [---] followers, [----] engagements

"Link is right here: https://rynokinsight.substack.com/p/deckers-outdoor-corporation https://rynokinsight.substack.com/p/deckers-outdoor-corporation"
X Link 2025-12-07T19:51Z [---] followers, [---] engagements

"I see the value @SFarringtonBKC $CROX"
X Link 2026-02-03T12:32Z [---] followers, [----] engagements

"@NuggetCapital @cubedpermian Cardinal is so wild. Shareholders absolutely adore dilutive financing for CapEx because all they see is a high base dividend. Shame we didn't get a $40 WTI drought"
X Link 2026-02-05T10:26Z [---] followers, [--] engagements

"And when I got here you know I was like a kid in a candy store: got money no attachments nothing to do and I started partying. It got wild. - Tenaz Energy CEO Tony Marino probably $TNZ.TO $ATUUF #TeamMarino"
X Link 2026-02-05T14:33Z [---] followers, [---] engagements

"Post-GEMS acquisition Tenaz has such deep goth baddie inventory that excel cant even handle a NAV analysis"
X Link 2026-02-05T14:41Z [---] followers, [---] engagements

"Everything in its right place $MSTR"
X Link 2026-02-05T21:16Z [---] followers, [---] engagements

"It helps to have an integrated model lead in R&D and make investments sound at $40WTI but not everyone can be so preem. Sucks to suck"
X Link 2026-02-06T15:28Z [---] followers, [---] engagements

"RT @ttmygh: Price. Insensitive. Buyers. Why on earth would the PBoC buy LESS gold because the price fell"
X Link 2026-02-07T09:46Z [---] followers, [--] engagements

"@taobanker Beyond the fact that 3/4s of the content there is unregulated porn or AI generated pitching the absolute worst human capital on the internet as an asset is like pitching gonorrhea"
X Link 2026-02-07T15:16Z [---] followers, [---] engagements

"Week in Review: YTD Perf 18.0% No position changes. - Strong performance in Exxon $XOM and Tenaz $ATUUF $TNZ.TO offset a heavy drawdown in Elemental Royalty. - The Exxon position may look comically oversized but I prefer the term well-endowed. Every time they report we're seeing a meaner business with guidance for double-digit % incremental EUR uplift on shale. Some people think the Permian has peaked but that's bullshit. This is Exxon's world and everyone else is living in it. - I remain tempted to dump my tail position in Pan American $PAAS for Elemental $ELE given the former is trading at"
X Link 2026-02-08T14:07Z [---] followers, [----] engagements

"@RazorOil Razor out there mewing like Darren Woods in the White House. Sigma rotation with oil and gas mogging everyone right now"
X Link 2026-02-09T18:03Z [---] followers, [---] engagements

"Skate to where the puck is going White boy. - Wayne Gretzky I think $PBR Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan American Silver and some recent gains in Lundin Mining I https://t.co/oMZoHwADeI Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan"
X Link 2026-02-10T12:18Z [---] followers, [---] engagements

"Thank you for the kind shout I think the catalysts were all there in the Dec24 investor day and reaffirmed again this year. Delivering double-digit incremental EUR improvement on shale while other players are tapping out continuing to deliver on cost-advantaged offshore growth at scale and top-tier refining. 20B in buybacks go a long way on top of all that. I think youre seeing similar (albeit less) with Suncor given their production guidance beat and similar relatively-sized buyback program though a bit hampered by their upstream weighting and WCS differential going the wrong way lately."
X Link 2026-02-10T16:46Z [---] followers, [---] engagements

"RT @RazorOil: In other news Exxon CEO tells Trump that Venezuela is uninvestable stock up +26% 🫣🪒"
X Link 2026-02-10T16:48Z [---] followers, [--] engagements

"I get it but at the same time you have all the AI players suddenly rushing the corporate debt market while the government is prepped for even deeper deficit spending because nothing derails whatever train Washington is on. A construction and manufacturing boom from [--] trillion in AI spend has a higher economic multiplier than white collar consumer spending that has been getting slaughtered. Thats net economic expansion once you work through transitional friction. If the friction of transition leads to fire and a crisis the stakes are so high for economic dominance for the US it will damn well"
X Link 2026-02-10T21:59Z [---] followers, [---] engagements

"@tsxman Thats wild. Suncor issued in Q4 at 3.55% and I know its not a perfect comparable but come on"
X Link 2026-02-10T23:02Z [---] followers, [---] engagements

"#TeamMarino @SStapczynski Just buy $TNZ.TO and chill @SStapczynski Just buy $TNZ.TO and chill"
X Link 2026-02-11T00:17Z [---] followers, [---] engagements

"AND IT GOES ON Ultimately it doesnt matter who is in the lead now or closing that gap just the direction. There are 100s kbbls/day in production being/to be unlocked today. More tomorrow. Infrastructure in place. No exploration risk. Peak Permianbros are COOKED"
X Link 2026-02-11T12:14Z [---] followers, [---] engagements

"@TheWiseIC @SteveWps A Tim Hortons has a higher copper grade by material mass than the global average for copper mines"
X Link 2026-02-11T14:32Z [---] followers, [--] engagements

"@NuggetCapital Literally everyone rolling with #TeamMarino"
X Link 2026-02-11T16:12Z [---] followers, [---] engagements

"RT @rynokinsight: @NuggetCapital Literally everyone rolling with #TeamMarino"
X Link 2026-02-11T16:12Z [---] followers, [--] engagements

"Trimming in todays session because jfc this is too much too fast. You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most cases but congrats on the V. You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most"
X Link 2026-02-11T16:18Z [---] followers, [---] engagements

"RT @Flex__J: Paid promoters due exactly what they are paid to do. Each year high-risk out of favor Jr #uranium companies pay millions to m"
X Link 2026-02-12T07:33Z [---] followers, [--] engagements

"Must read from @NuggetCapital. Beta oppos and even some alpha have run too hard too fast. Easy come easy go"
X Link 2026-02-12T10:52Z [---] followers, [----] engagements

"Little check-in on Eco Atlantic: $EOG.V $ECAOF Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2 Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2"
X Link 2026-02-12T14:49Z [---] followers, [---] engagements

"Watching people bid up the most stinky ShitCos of precious metals equities right now like $AG $MTA and even worse than those random ScamCos and no reserve/resource explorers. Did the gold and silver mania phase just kick off boys"
X Link 2025-12-12T14:23Z [---] followers, [---] engagements

"Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity to acquire new assets. Continued exploration upside on Casserones Timok and other properties is going to print NAV. M&A though speculative appears to be of interest to the board. Development assets are chugging away. The prospect generation arm is ready to print in the nascent CapEx boom. Nothing but tailwinds with a focused shareholder-obsessed team on a differentiated business"
X Link 2026-01-01T21:10Z [---] followers, [----] engagements

"$CNQ bros enjoying a base dividend at 95% of FCF and buybacks barely offsetting SBC. #COM #OOTT"
X Link 2026-01-18T10:32Z [---] followers, [----] engagements

"ExxonMobils share price runs circles around ShitCos like Canadian Natural Resources because they actually buy back stock. A lot of it. $XOM #OOTT"
X Link 2026-02-06T15:18Z [---] followers, [---] engagements

"ERIC NUTTALL DOES NOT WANT YOU TO HEAR THIS If EUR uplift from R&D efforts is graduating US tier [--] shale inventory to tier [--] economics how can we be in a post-shale world The Bay Street twink cannot comprehend this. $XOM"
X Link 2026-02-11T11:41Z [---] followers, [---] engagements

"ENTER ECONOMIC ARBITRAGE An EUR differential is opening up between operators on identical acreage. Do you think that someone like Exxon wont exploit the dual valuation multiple/economic arbitrage opportunity The value on a TargetCo like Diamondback is irresistible"
X Link 2026-02-11T11:53Z [---] followers, [---] engagements

"@ColinCa92604304 @NuggetCapital Ten point differential YTD fifteen in the TTM. Canadian Natural only catches a bid from generalist flows and their margin is barely covering their obscene base dividend. ShitCo"
X Link 2026-02-12T06:50Z [---] followers, [--] engagements

"@Pawlicker88 Because I misspelled parastatal 🌝 the image was also borked for whatever reason getting around to some more thoughts on Petrobras Ill do a write up. Its something like an 11% weight in the portfolio after a pretty major rebalance"
X Link 2026-02-14T08:41Z [---] followers, [--] engagements

"Tony Marino as CEO of Baytex Energy brutally frame mogged Eric Greager. Its plain to see why Tenaz is outperforming. $TNZ.TO $BTE.TO #OOTT"
X Link 2026-02-08T22:39Z [---] followers, [----] engagements

"Week in Review: YTD Perf 23.5% + $PBR heavy buying - Full Exit of $PAAS $LUNMF Partial harvest of $XOM $NGXXF (1/3rd cut for both) Have some thoughts on copper (expect a pullback) but that's for another week. On ExxonMobil: I absolutely adore Exxon but rapid(rabid) multiple expansion means one of two things: 1) Future cash flows are being priced-in. or 2) This was just some transient bullshit driven by pods algos whatever. In both cases that's reason to take profits. On Petrobras: I'm working on a blog post with my thoughts on Pabst Blue Ribbon but the gist of it is that requiring higher"
X Link 2026-02-15T16:20Z [---] followers, [---] engagements

"COPPER: Grasberg joins the list of mines in shutdown may be for quite some time. This is the #2 mine by output 2x Kakula or Cobre Panama. Couldnt get more bullish even with anemic global growth. I like diversified royalties streams and prospect generation. $EMX $RGLD"
X Link 2025-09-25T00:56Z [---] followers, [---] engagements

"A new blog post is up on the portfolio's precious metals sleeve as Q3 closes. Tl;dr $EMX + $ELEMF slaps $FNV + $WPM are still fire fr $RGLD finna hit the S&P [---] this cycle no cap $PAAS is the next Dubai chocolate $KLDCF Zach Flood is the next Labubu"
X Link 2025-09-28T14:38Z [---] followers, [---] engagements

"In R=1 selloffs everything goes. We had intraday dips Q2 where Franco-Nevada and Imperial Oil were down more than [--] points. Buying O&G heavy then drove 1/5 of YTD returns. Wish I demolished the ask on Franco and Wheaton. Happy hunting friends"
X Link 2025-10-12T09:26Z [---] followers, [---] engagements

"Favorite PM oppos and thoughts: 1) $EMX is consolidating after an extremely healthy pullback. Trading at a discount to pro forma NAV (silly). Material NAV upside (I believe 2x) from Timok exploration kicker from new Caserones drilling. Still my top oppo through YE sector agnostic. 2) $WPM and $FNV are oversold on their recent pullbacks and Ive been buying. Were nascent in the capital cycle and the market gives no credit to the blue sky growth opportunities. The most impactful assets are streams/royalties for copper (gold) and zinc (silver) mine byproducts. Both copper and zinc markets have"
X Link 2025-10-23T10:12Z [---] followers, [----] engagements

"Post-pullback I want to reiterate how strongly I feel about $EMX (pro forma Elemental Royalty). Whether it be from rerating to trade in-line with the intermediate R&S cohort or Timok upside theres $500-750M in upside conservatively attributable to each on $1B EV. A higher gold price isnt necessary to realize material gain and thats special in natural resources. Shareholder value generation runs in Dave Coles genes. I like the stock. Favorite PM oppos and thoughts: 1) $EMX is consolidating after an extremely healthy pullback. Trading at a discount to pro forma NAV (silly). Material NAV upside"
X Link 2025-10-29T15:38Z [---] followers, [---] engagements

"How $ACDC ProFrac Holding looks at me offering another entry oppo close to its 52-week low:"
X Link 2025-11-19T17:55Z [---] followers, [----] engagements

"Exited $IPCO.TO $IPCFF today to cash at a 12% gain. Its a great company but the valuation is really fighting gravity at $58 WTI. With the flush down Im interested to capture some $PTEN or other oppos thrown out with the bath water"
X Link 2025-11-20T19:36Z [---] followers, [---] engagements

"Elemental is trading on the Nasdaq today another big step in scaling up and delivering value. $ELE NEWS RELEASE: Elemental Royalty Corporation will commence trading on Nasdaq at market open tomorrow under the ticker symbol ELE. Elementals common shares will continue to trade on the TSX Venture Exchange under the ticker symbol ELE. Read the full release here: https://t.co/ecur2qQKZf NEWS RELEASE: Elemental Royalty Corporation will commence trading on Nasdaq at market open tomorrow under the ticker symbol ELE. Elementals common shares will continue to trade on the TSX Venture Exchange under the"
X Link 2025-11-25T14:33Z [---] followers, 14.2K engagements

"How Elemental Royalty looks at me trading +1039bps on a Wednesday $ELE Elemental is trading on the Nasdaq today another big step in scaling up and delivering value. $ELE Elemental is trading on the Nasdaq today another big step in scaling up and delivering value. $ELE"
X Link 2025-11-26T21:44Z [---] followers, 13.6K engagements

"Week in review: YTD Perf 46.0% Snap-back WoW was led by $ELE $ELE.V and $PAAS $PAAS.TO Exited $IPCFF $IPCO.TO to cash + $SU $SU.TO on valuation considerations. Suncor hasn't been slouching on its downstream investments and it's not a bad deal at this price while waiting on a crude recovery. It's sitting around 52W highs but so was Lundin Mining in September before running 30% to today. The Base Plant turnaround this summer was a major accomplishment the NCIB has been meaningful and consistent and Rich Kruger has earned the performance. Assorted thoughts: - Following up on last week's pin in"
X Link 2025-11-29T22:12Z [---] followers, [----] engagements

"Week in Review: YTD Perf 58.3% Biggest actions taken were building cash. OFS has been a bit of a drag on performance but I can't complain. - Recouped initial capital in $ECAOF $EOG.V to cash - Exited $SU $SU.TO to cash (will elaborate below) - Made capital contribution to open $DECK - $XOM dividend was reinvested Assorted thoughts: - Precious metals equities are overheated. - Looks like crude prices are going to circle the drain for a while. I exited Suncor $SU to cash because I expect to get it (or other equities) at a more attractive entry in the coming quarters. They produce substantially"
X Link 2025-12-13T15:57Z [---] followers, [----] engagements

"Im visiting Boston MA for Christmas and some observations from visiting the Prudential Center (high-end retail) yesterday: - Place was bumping around lunchtime - Highest traffic around Coach (total mad house) $TPR Polo RL $RL Alo Gucci $PPRUY Shake Shack $SHAK and the assorted high-end candy shops - No lines out the door for Louis Vuitton $LVMHF like years before. Light traffic. - Celine $LVMHF Burberry $BRBY Montblanc $CFRUY Balenciaga $PPRUY Dior $LVMHF were empty. No visitors. - Non-Rolex watch stores were completely dead. Rolex was extremely quiet (busier at the Amsterdam airport). - Hoka"
X Link 2025-12-14T14:56Z [---] followers, [---] engagements

"How gold looks at me making new ATHs and mogging AI slop for Christmas: $ELE $FNV $WPM $RGLD"
X Link 2025-12-15T05:39Z [---] followers, [---] engagements

"Week in Review: YTD Perf 61.3% Keeping it short. Took down $ACDC by half for a high-single digit gain. With the VIX at [--] my spider sense is tingling may clear it from the book for the time being. Love you all. Merry Christmas. 🎄"
X Link 2025-12-21T23:09Z [---] followers, [----] engagements

"Week in Review: YTD Perf 67.3% Finishing the year strong. - Took $ACDC off to cash expecting downside in H1. - Opened $BRVMF $BRVO.TO miners have been running but Bravo hasn't gotten out of hand. Sometimes you just need to pull the trigger. Luanga will be built and the stars are aligned for a quick (in mining time) buildout similar to NGEx's Lunahuasi. I've been eying the name for a while and will write it up when I get around to it. Planned moves: - Harvest 50% of ProPetro $PUMP extracting initial capital to go past the point of no concern - Harvest $KLDCF $KLD.V I love Zach Flood and the"
X Link 2025-12-27T18:04Z [---] followers, [----] engagements

"@SFarringtonBKC Regencell Bioscience Holdings $RGC early-stage traditional Chinese medicine for neurocognitive disorders like ADHD/autism. Zero revenue and going concern risk"
X Link 2025-12-29T01:00Z [---] followers, [---] engagements

"I'm tryna find the words to describe this girl without being disrespectful $ELE $ELE.V Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity to acquire new assets. Continued exploration upside on https://t.co/6xiZ9XvQzL Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity"
X Link 2026-01-12T19:24Z [---] followers, [---] engagements

"Week in Review: YTD Perf 11.8% - Added to Tenaz Energy $TNZ.TO $ATUFF seeing a 2.3x MOIC by year-end. I misspoke in a prior post that this was an increase of 50% one of the buy orders didn't execute and so it's roughly +30%. - Sold 50% of $PAAS to fully recover my initial capital. I think there's probably room to run but want to(have) allocate(d) to copper which is less bubbly and I see more durable upside. - Opened a small position in $LUN.TO $LUMNF Keeping it short this week. Will be buying more Tenaz. https://twitter.com/i/web/status/2012552640039620758"
X Link 2026-01-17T15:48Z [---] followers, [----] engagements

"@_BonerJamz2003 These mfs will acknowledge everything except how much a baddie and an 🎱 can fix your life"
X Link 2026-01-22T01:11Z [---] followers, [--] engagements

"darren woods a certified real one never foldin they out here stackin. better days comin im fuckin whit it heavy cuz only rns in exxon. if u aint seein it u sleepin fr $XOM #OOTT"
X Link 2026-01-22T09:40Z [---] followers, [---] engagements

"Week in Review: YTD Perf 18.9% We're fully-allocated with Monday purchases of Tenaz Energy $TNZ.TO and Vale $VALE. Portfolio Comments: - The wild outperformance of Royal Gold $RGLD relative to $WPM and $FNV makes me think there's index arbitrage funds starting to step in. Looking forward to screening Q4 13Fs when available. I mentioned this previously as a potential drive for outperformance with $TPL as a comparable. It may drive closure of the valuation gap with the big two or cause a massive overshoot and dump. - Vale $VALE ran to around fair value ex-multiple expansion or a leg up in"
X Link 2026-01-24T19:06Z [---] followers, [----] engagements

"@SFarringtonBKC And yet the SBC charade continues"
X Link 2026-01-27T08:49Z [---] followers, [--] engagements

"@NuggetCapital I believe shit already hit the fan. Whats obfuscating is that there is (and will continue to be) an ocean of liquidity in the financial system. Sure prices are flat/down and YoY comps will be bad ex-growth thats one of the (many) reasons gold is outperforming equities"
X Link 2026-01-27T22:56Z [---] followers, [--] engagements

"The secret is white Monster. Always has been. Hey big guy want to generate some alpha https://t.co/uMebJRSq8D Hey big guy want to generate some alpha https://t.co/uMebJRSq8D"
X Link 2026-01-28T11:43Z [---] followers, [---] engagements

"To be fair you have to have a very high IQ to understand the investment thesis for Tenaz Energy. The strategy is extremely subtle and without a solid grasp of the international M&A climate in mature offshore gas assets most of the value creation will go over a typical retail investor's head"
X Link 2026-01-28T19:41Z [---] followers, [---] engagements

"Up 408% since publishing in November. $ECAOF $EOG.V Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2 Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2"
X Link 2026-01-29T19:12Z [---] followers, [---] engagements

"@SFarringtonBKC If I had to do that I suppose Id let loose on some $DECK puts and enjoy the post-earnings IV crush. Great entry price imo"
X Link 2026-01-29T20:15Z [---] followers, [---] engagements

"Week in Review: YTD Perf 18.7% No changes week-over-week. O&G and my little slice of Cons Disc floated the portfolio through a wild PMs drawdown yesterday. Nothing to say really. Volatility (up and down) is just massive noise that drowns out signal"
X Link 2026-01-31T13:28Z [---] followers, [---] engagements

"NCP highlighting an important consideration for PM miners - they are a tactical trade. Even $AEM the best issuer of the bunch has underperformed the underlying since inception. Long-term youd be better off with a piggy bank 🐖 #gold #miningstocks I'm proud to say that I made 50% on this royal shitco $NEM $NGT.TO this year after the company cut their dividend. In case you want to know why the generalist investors are not pouring into gold stocks just realize gold insiders keep selling their stock too. lol. $GDX https://t.co/gR7P6blDpr I'm proud to say that I made 50% on this royal shitco $NEM"
X Link 2024-09-06T15:18Z [---] followers, [----] engagements

"Picked up units in $PLZ-UN.TO in this mornings rebalancing. Compelling opportunity with an excellent write up from NCP. NEW ARTICLE: Laggard REITs that offer opportunity Sector leaders are leading smaller cap names are being overlooked at the start of a sector rotation. Discussed: $NWH.UN $DRR.U $PLZ.UN $MRT.UN $MRC.TO https://t.co/pHYnxW7akV NEW ARTICLE: Laggard REITs that offer opportunity Sector leaders are leading smaller cap names are being overlooked at the start of a sector rotation. Discussed: $NWH.UN $DRR.U $PLZ.UN $MRT.UN $MRC.TO https://t.co/pHYnxW7akV"
X Link 2024-09-23T15:30Z [---] followers, [----] engagements

"@MadsCapital There are a surprising number of family offices that buy into the macro charlatan stuff and are willing to allocate based on a sales pitch/likability over returns. It's like old ladies that spend their pension to feed pigeons despite them being a nuisance"
X Link 2024-09-24T14:04Z [---] followers, [---] engagements

"@ShaleTier7 Absolutely hyped that the block feature is getting removed. Looks like hes going to have to face into the storm. 🦬"
X Link 2024-09-25T13:05Z [---] followers, [--] engagements

"Please consult the chart. The coming weeks could be the worst in history to be Short Crude #Oil. The assumption that Israels attack will be a one-offsufficiently minimal to avoid a counter-response from Iranis inconsistent w/ the force posture assembling across MENA. Tread carefully #OOTT #EFT #KSA The coming weeks could be the worst in history to be Short Crude #Oil. The assumption that Israels attack will be a one-offsufficiently minimal to avoid a counter-response from Iranis inconsistent w/ the force posture assembling across MENA. Tread carefully #OOTT #EFT #KSA"
X Link 2024-10-27T22:22Z [---] followers, [----] engagements

"Great nugget from @NuggetCapital this morning - Already seeing double digit YoY declines in CapEx from U.S. producers. Third-world piggy banks like Petrobras and PEMEX soon to follow. I bet WTI to trade $60-70 for [--]. Is it Armageddon $50-60 for [--] like RBC says Doubtful"
X Link 2024-12-09T18:21Z [---] followers, [----] engagements

"@tradeoilstocks Passive flows contemporary portfolio construction and the company just keeps buying back shares. Its enough aggregate demand to sit at that multiple until and unless theres a material change to those circumstances"
X Link 2024-12-24T23:44Z [---] followers, [---] engagements

"@NuggetCapital Very important to understand what you own. Like Schrdinger's cat Peters losses are in the quantum superpositon of being real and unrealized"
X Link 2025-01-08T16:58Z [---] followers, [----] engagements

"@DanDoyleOil Have you tried giving it coffee and a cigarette"
X Link 2025-01-12T19:22Z [---] followers, [---] engagements

"@DocStrangelove2 @CrudeOil4Life Warhammer bros we cant stop winning. When is the chainsword drop"
X Link 2025-01-25T04:29Z [---] followers, [----] engagements

"Art Berman is getting absolutely crucified right now. Is retardposting the best way to get griftbux and consulting engagements Seems to keep @SheDrills from being homeless too. #oott @NuggetCapital Who in the shale patch is going to be drilling for oil at $50-$55 range Its laughable a paid oil analyst is suggesting this is credible. At those prices shale drilling will all bit cease and prices will pick up again within 6-12 months. @NuggetCapital Who in the shale patch is going to be drilling for oil at $50-$55 range Its laughable a paid oil analyst is suggesting this is credible. At those"
X Link 2025-02-09T01:32Z [---] followers, [----] engagements

"@MadsCapital I guess the United States will be invading Ukraine on Monday. Watching Zelensky getting tag teamed by the POTUS and VP was something else. Laughed so hard I think I scared the neighbors"
X Link 2025-02-28T19:34Z [---] followers, [----] engagements

"48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight. Current Primary Portfolio positioning (US tickers) and thoughts: $BN bid $50 to 12% $BTI may add up to 2.5% $GOOGL bid $150 probably to around 9.5% If Anduril IPOs I'm subscribing Cohen's PRC long to be humbled like uncle Charlie was Long Creed/short Billboard slop LET EM RIDE https://t.co/1lsSQst53c Current Primary Portfolio positioning (US tickers) and thoughts: $BN bid $50 to 12% $BTI may add up to 2.5% $GOOGL bid $150 probably to around 9.5% If Anduril IPOs I'm subscribing Cohen's PRC long to be"
X Link 2025-03-10T17:32Z [---] followers, [----] engagements

"@BeegJj Baytex is always behind for X reason with Y catalyst just around the corner nothing ever changes"
X Link 2025-04-02T21:40Z [---] followers, [---] engagements

"Alex Verge and the Journey crew have been hoovering up shares on the dip. Not my cup of tea but respect the team putting their money on the line. $joy.to #oott"
X Link 2025-04-13T16:29Z [---] followers, [---] engagements

"@NuggetCapital The board getting ready to hike the dividend into falling commodity prices:"
X Link 2025-05-08T09:21Z [---] followers, [---] engagements

"@NuggetCapital Dumping some of this bad boy at a loss for clients. Bought some of this bad boy on Dec 19th for clients. $BTE https://t.co/wdUybdlCd0 Bought some of this bad boy on Dec 19th for clients. $BTE https://t.co/wdUybdlCd0"
X Link 2025-05-10T11:27Z [---] followers, [----] engagements

"@EuroValentino Theyre called loopwheeled tshirts and they used to be the majority on market. The manufacturing method didnt scale as well as modern ones and so you have to hunt them out from people that kept the old machines and pay a premium like $50/each"
X Link 2025-05-17T19:27Z [---] followers, [----] engagements

"CORRECTION @ericnuttall STILL HAS his $BTE $BTE.TO bags. #oott BNN Eric Nuttall Top Picks: 🌊 $EXE Expand Energy - U.S. Nat Gas. Bullish on LNG [--] to [--] BCF a day. [--] billion MKT Cap. [--] year stay flat inventory. Target $126.89 Generalist investors are not in NatGas stocks yet. 🌊 $NVA NuVista Energy - Nat Gas and Condensate. Growing at 33% BNN Eric Nuttall Top Picks: 🌊 $EXE Expand Energy - U.S. Nat Gas. Bullish on LNG [--] to [--] BCF a day. [--] billion MKT Cap. [--] year stay flat inventory. Target $126.89 Generalist investors are not in NatGas stocks yet. 🌊 $NVA NuVista Energy - Nat Gas and"
X Link 2025-05-20T19:26Z [---] followers, [----] engagements

"@MadsPosting Had no idea Mads was in a Kojima production"
X Link 2025-05-26T20:31Z [---] followers, [----] engagements

"@h0stil3take0v3r @borzoicapital Imagine not putting Warhammer 40k on your resume"
X Link 2025-06-04T19:05Z [---] followers, [---] engagements

"Need to break my silence - the oil subsidies are NOT ENOUGH. The USA must support the energy industry with zero-interest lending and full tax exemptions at the federal state and local levels. I STAND WITH BIG OIL #eft #oott Whatever. Keep the EV/solar incentive cuts in the bill even though no oil & gas subsidies are touched (very unfair) but ditch the MOUNTAIN of DISGUSTING PORK in the bill. In the entire history of civilization there has never been legislation that both big and beautiful. Whatever. Keep the EV/solar incentive cuts in the bill even though no oil & gas subsidies are touched"
X Link 2025-06-06T12:16Z [---] followers, [----] engagements

"@MadsPosting Rev up those air raid sirens"
X Link 2025-06-06T18:28Z [---] followers, [----] engagements

"Credit to @NuggetCapital for his $ACDC trade. Thought then that OFS would be flat right now but the man walked away with a gain 40% in less than a month. #eft"
X Link 2025-06-16T15:32Z [---] followers, [----] engagements

"@Rory_Johnston Embrace the TAFU trade"
X Link 2025-06-23T13:42Z [---] followers, [---] engagements

"@MadsPosting Real. What a feeling to wake up and see 20% charge"
X Link 2025-07-20T16:40Z [---] followers, [---] engagements

"The Fintwit peanut gallery trying to articulate their investment thesis for the promoted junior miners they bought with zero DD:"
X Link 2026-01-25T17:36Z [---] followers, [---] engagements

"@Nick_duCat @NuggetCapital I enjoy NCP capsposting"
X Link 2026-02-04T23:44Z [---] followers, [--] engagements

"@Nick_duCat @NuggetCapital I enjoy NCP capsposting"
X Link 2026-02-04T23:54Z [---] followers, [--] engagements

"YTD Perf: +15.5% Gave up 410bps the last two weeks on geopolitical volatility sanguine going into H2. - $IMO to + more $PDS $CVE as Imperial began trading at a substantial premium over historical range + $AOIFF extremely attractive valuation + $AEM on the gold selloff"
X Link 2025-06-30T07:20Z [---] followers, [---] engagements

"Assorted thoughts: $AEM is trading at a slight discount to EV/NAV8 offering up a "free" exploration & development portfolio. I'm very interested in the Copper/polymetallic San Nicolas JV with Teck. $AOIFF is trading at 0.6x EV/NAV8 exploration upside shareholder alignment"
X Link 2025-06-30T07:23Z [---] followers, [---] engagements

"YTD Perf: 18.9% - $PTEN exit at small gain yesterday's open into $CVE and $AOIFF relative value + $BTI previously owned executing on deleveraging and buyback attractive forward EV/FCF growth in non-combustibles Running low cash targeting to harvest some $SAND late Q3"
X Link 2025-07-03T07:56Z [---] followers, [---] engagements

"YTD Perf: 22.6% - $CVE wrote in a prior post + $CNQ $AOIFF will share thoughts on this basket later + $GLBXF royalty generator with an extensive early stage portfolio concentrated in Quebec and Ontario high insider ownership"
X Link 2025-07-25T19:38Z [---] followers, [----] engagements

"Week in review: YTD Perf +36.4% - $MER.TO $AOIFF into + $TNZ.TO $ATUUF and a small sliver into $PAAS.TO $PAAS. Will share thoughts on this in detail separately. Hope you have a wonderful weekend"
X Link 2025-09-06T10:28Z [---] followers, [---] engagements

"@MadsCapital Proof that you can regulate your way to prosperity"
X Link 2025-02-14T10:44Z [---] followers, [----] engagements

"Nippon Steel offering to overpay for notorious ShitCo US Steel investing more in U.S. heavy industry than anyone else would and being blocked by the U.S. government"
X Link 2025-01-03T13:06Z [---] followers, 50.3K engagements

"@MadsPosting Europemaxxing meme vs reality"
X Link 2025-07-06T09:36Z [---] followers, [----] engagements

"@girdley Sincerely"
X Link 2024-12-14T15:29Z [---] followers, [----] engagements

"Precious metals equities still have plenty of meat on the bone. Current view of most interesting opportunities: [--]. $EMX EV/NAV [--] NCIB free development properties and land bank copper-rich [--]. $KLDCF EV/NAV [--] free exploration portfolio [--]. $FNV & $WPM stellar risk/reward growth + speculative upside built in (Cobre Panama for Franco silver for Wheaton) [--]. $AEM [--] EV/NAV strong development portfolio and stellar acquisition record [--]. $PAAS even better speculative silver upside post-MAG acquisition Escobar + Navidad upside https://twitter.com/i/web/status/1940012109963952392"
X Link 2025-07-01T11:38Z [---] followers, [----] engagements

"@MadsPosting Had no idea Mads was in a Kojima production"
X Link 2025-05-26T20:31Z [---] followers, [----] engagements

"@blondesnmoney Got to worry about Godzilla. DYODD"
X Link 2024-12-12T02:13Z [---] followers, [----] engagements

"Lastly note that National Bank Financial has a $7.00 target price on $SDE only a 100% upside from $SDEs current share price. And yes I have a position in $SDE"
X Link 2025-02-21T16:35Z [----] followers, [----] engagements

"@DocStrangelove2 @CrudeOil4Life Warhammer bros we cant stop winning. When is the chainsword drop"
X Link 2025-01-25T04:29Z [---] followers, [----] engagements

"Just a reminder about sell-side research: These guys will put on a suit and tie look you dead in the eye and preach with a straight face that $BTE $BTE.TO is the best opportunity in the space. Why Favor to sell debt and follow-on offerings. No integrity. #eft #oott Here are the RBC analyst predictions for this year (Feb [--] [----] earliest I could find) Highest implied return was $BTE at 98% Implied $VRN ($CPG) return was 59% Implied $BIR return was 45% 2nd Lowest implied return was $PEY at 20% How accurate were these boot lickers 🧵1/2 https://t.co/eIa4i5iqty Here are the RBC analyst predictions"
X Link 2025-06-08T08:07Z [---] followers, [----] engagements

"Here are the RBC analyst predictions for this year (Feb [--] [----] earliest I could find) Highest implied return was $BTE at 98% Implied $VRN ($CPG) return was 59% Implied $BIR return was 45% 2nd Lowest implied return was $PEY at 20% How accurate were these boot lickers 🧵1/2"
X Link 2024-11-21T03:13Z [----] followers, 21.6K engagements

"BNN Eric Nuttall Top Picks: 🌊 $EXE Expand Energy - U.S. Nat Gas. Bullish on LNG [--] to [--] BCF a day. [--] billion MKT Cap. [--] year stay flat inventory. Target $126.89 Generalist investors are not in NatGas stocks yet. 🌊 $NVA NuVista Energy - Nat Gas and Condensate. Growing at 33% for next few years and then plateau for the next [--] years. Worth about $28 a share in assets. Money is in waiting. FCF to buyback stock. I don't think they will be around in [--] years. 2nd largest shareholder 🌊 $TVE Tamarack Valley Energy - 10% FCF now and at $70 Oil expands to 17%. Lowest break even in Canada. Target"
X Link 2025-05-20T16:57Z [----] followers, 17.2K engagements

"@Rory_Johnston Embrace the TAFU trade"
X Link 2025-06-23T13:42Z [---] followers, [---] engagements

"@psychickmo Yep. $565M. Sends a great message to the world about how the USA views foreign investment"
X Link 2025-01-03T15:27Z [---] followers, [----] engagements

"Bought some of this bad boy on Dec 19th for clients. $BTE"
X Link 2025-01-02T22:16Z 70K followers, 10.8K engagements

"Walking in on @ericnuttall getting changed (dumping Baytex shares on retail after relentlessly shilling it as the greatest opportunity in equity markets ever) that was a bit fucked. @Ninepoint #oott $bte $bte.to"
X Link 2025-02-23T16:08Z [---] followers, [----] engagements

"DISGRACED FORMER FUND MANAGER CALLS CDN O&G DEAD CAT BOUNCE WITH TABLE POUNDING BEARISH CALL FIVE DAYS AFTER POSTING LONG POSITION #COM #OOTT For many reasons I would label todays price action on Cdn oil and gas stocks as a Dead Cat Bounce. Inmy opinion there are way too many headwinds to have any other position. Many of you disagree with my bearish call and I certainly respect that. Well soon know who is right. For many reasons I would label todays price action on Cdn oil and gas stocks as a Dead Cat Bounce. Inmy opinion there are way too many headwinds to have any other position. Many of"
X Link 2025-02-26T22:40Z [---] followers, [----] engagements

"For many reasons I would label todays price action on Cdn oil and gas stocks as a Dead Cat Bounce. Inmy opinion there are way too many headwinds to have any other position. Many of you disagree with my bearish call and I certainly respect that. Well soon know who is right"
X Link 2025-02-26T18:44Z [----] followers, [----] engagements

"@tradeoilstocks So you bought back into oil after being sick of ShitCos like $CVE but you bought $CVE. How does that work"
X Link 2024-10-07T19:24Z [---] followers, [---] engagements

"@dampedspring Pretty interesting strategy Andy. I manage my primary portfolio using 100x leverage via credit card cash advances personal loans stealing copper pipe or wiring and max margin. 50/50 split $MSTR and an index of penny stocks with an average daily volume 10"
X Link 2025-01-02T15:07Z [---] followers, [----] engagements

"@Larryjamieson_ You know youre living in a serious country when interest only loans to buy real estate as an undifferentiated commodity is the way to go"
X Link 2024-08-26T10:55Z [---] followers, [----] engagements

"@HFI_Research Peabody is the Baytex of coal"
X Link 2025-03-20T22:27Z [---] followers, [----] engagements

"@NuggetCapital Next sentence after highlight - growth figure is inclusive of production gained from M&A. I wish that was all organic growth"
X Link 2025-01-09T14:42Z [---] followers, [---] engagements

"@marketplunger1 Any and all crypto"
X Link 2025-05-22T20:14Z [---] followers, [----] engagements

"@HighyieldHarry [--] years an analyst 💀"
X Link 2025-02-18T03:18Z [---] followers, [----] engagements

"DISGRACED FORMER FUND MANAGER COMPLETELY REVERSES POSITION ON CANADIAN OIL AND GAS EQUITIES FOR THE SECOND TIME IN THREE WEEKS #oott I believe Canada is in a whole heap of trouble given Trumps persistent (so far verbal) attacks on Canada. I directly own zero Cdn stocks and plan to keep it this way till the dust settles. FYI I am mainly invested in Matco Financials Global Equity Fund I do represent Matco. I believe Canada is in a whole heap of trouble given Trumps persistent (so far verbal) attacks on Canada. I directly own zero Cdn stocks and plan to keep it this way till the dust settles."
X Link 2025-02-14T06:23Z [---] followers, [----] engagements

"I believe Canada is in a whole heap of trouble given Trumps persistent (so far verbal) attacks on Canada. I directly own zero Cdn stocks and plan to keep it this way till the dust settles. FYI I am mainly invested in Matco Financials Global Equity Fund I do represent Matco"
X Link 2025-02-13T21:02Z [----] followers, [----] engagements

"@MadsPosting I dont know if theres coming back from this one"
X Link 2025-04-09T08:01Z [---] followers, [----] engagements

"@MadsCapital"
X Link 2025-03-11T12:29Z [---] followers, [----] engagements

"@visegrad24 Shows up to trade negotiations during an embargo leaves without saying anything refusing to elaborate"
X Link 2025-05-10T11:39Z [---] followers, [----] engagements

"@NuggetCapital Downside until @RealPeterLinder panic sells out of his $WCP.TO and $VRN $VRN.TO positions"
X Link 2025-05-01T11:29Z [---] followers, [----] engagements

"@MadsPosting Rev up those air raid sirens"
X Link 2025-06-06T18:28Z [---] followers, [----] engagements

"Opportunities I find most interesting right now: $EMX massive discount to NAV with substantial copper leverage by means of royalties is extremely attractive even if the underlying declines on a slowdown. NCIB with strong shareholder base not in any ETFs (yet). $CVE stupid cheap long life cost-advantaged assets retiring preferred shares bringing material cost-advantaged upstream online strong execution and roundly hated. $AOIFF selling at less than half of NAV w/ $70 Brent (producing premium Bonny Light) with two major shareholders exiting into NCIB. No debt exploration upside may take a while"
X Link 2025-07-15T13:09Z [---] followers, [---] engagements

"My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy and real estate markets and what he looks for when evaluating those opportunities. Links 👇"
X Link 2025-04-01T15:40Z [----] followers, [----] engagements

"@JosephPolitano They bring @howardlutnick out just to torture Powell. Going to see how that dual mandate holds up to pressure sooner rather than later apparently"
X Link 2025-04-06T17:52Z [---] followers, [----] engagements

"Whatever. Keep the EV/solar incentive cuts in the bill even though no oil & gas subsidies are touched (very unfair) but ditch the MOUNTAIN of DISGUSTING PORK in the bill. In the entire history of civilization there has never been legislation that both big and beautiful. Everyone knows this Either you get a big and ugly bill or a slim and beautiful bill. Slim and beautiful is the way. https://x.com/cb_doge/status/1930658555612324271/video/1 https://x.com/cb_doge/status/1930658555612324271/video/1"
X Link 2025-06-05T16:19Z 234.7M followers, 28.8M engagements

"@tradeoilstocks Hoping your fortune changes for [----]. As much as I love your humor through all of it it sucks to see you down. Respect for taking it in stride and not shying from sharing. #com wouldnt be the same without you"
X Link 2024-12-26T15:21Z [---] followers, [---] engagements

"@SantiagoAuFund Big fan of waking up each morning to just wild developments. Certainly not a boring time to be running money"
X Link 2025-04-22T19:15Z [---] followers, [---] engagements

"PMI is taking Zyn global even here in Ukraine. Leveraging its IQOS boutique network to cross-sell oral products. Theyre always getting foot traffic super bullish on volume growth. $PM"
X Link 2025-03-24T15:19Z [---] followers, [---] engagements

"@MadsPosting My fridge cigarettes are longhorn 100s (running low)"
X Link 2025-07-10T17:27Z [---] followers, [---] engagements

"@MadsCapital"
X Link 2025-02-18T13:51Z [---] followers, [---] engagements

"@NuggetCapital @BeegJj I think theres room to retrace 50% to the April lows (crude is there) for declines up to 5% on $SU 7% on $CVE $CNQ. Crude still has room to fall its not oversold yet and is carrying momentum. Not earth shaking but not nothing any more is a gift"
X Link 2025-05-01T11:15Z [---] followers, [---] engagements

"@tradeoilstocks Do it. Almost anything is better than Cenovus"
X Link 2024-11-12T14:58Z [---] followers, [---] engagements

"@Lingling_Wei Sources say experts claim people familiar with the matter acknowledge"
X Link 2024-10-06T14:28Z [---] followers, [----] engagements

"How $BTI looks at you after posting triple digit sales growth from the Velo relaunch"
X Link 2025-03-09T17:10Z [---] followers, [---] engagements

"@MadsPosting That one guy coming back after spending a semester in Denmark"
X Link 2025-05-19T11:06Z [---] followers, [---] engagements

"@BoringBiz_ Every office is different and comp ranges wildly. Big drivers for your experience are direct vs indirect investment AUM and risk tolerance. You could wind up doing diligence on asset managers managing/supporting a credit or equity portfolio or doing direct PE/RE"
X Link 2025-02-02T12:32Z [---] followers, [----] engagements

"@DanDoyleOil Have you tried giving it coffee and a cigarette"
X Link 2025-01-12T19:22Z [---] followers, [---] engagements

"POV: You make some atrociously low-effort low-quality post that reinforces your furu status #oott"
X Link 2025-03-21T15:48Z [---] followers, [---] engagements

"@BeegJj Baytex is always behind for X reason with Y catalyst just around the corner nothing ever changes"
X Link 2025-04-02T21:40Z [---] followers, [---] engagements

"@theepicmap @SantiagoAuFund Kharkiv Ukraine"
X Link 2025-01-13T07:03Z [---] followers, [----] engagements

"@MadsPosting Real"
X Link 2025-06-28T12:05Z [---] followers, [---] engagements

"@GeorgeGammon George the world's largest and second largest economies abruptly entered into an economic war. That sounds more like being in a crisis than heading towards one. 😂"
X Link 2025-04-08T20:06Z [---] followers, [---] engagements

"Latest post by @NuggetCapital should be required reading for NA gas bulls. US LNG doubling LNG Canada Qatar FLNG offshore LatAm and Africa - addtl egress is tempered by massively increasing global supply and production incentive"
X Link 2024-11-19T12:53Z [---] followers, [----] engagements

"@tradeoilstocks There goes my position"
X Link 2025-06-30T15:27Z [---] followers, [---] engagements

"$PDS offers truly compelling value today completely bombed out EV/FCF at this size a business puts a target on its back to take private. @NuggetCapital has excellent notes on the name and demand in the Montney. High-pace buyback yield and debt reduction"
X Link 2025-06-30T07:35Z [---] followers, [----] engagements

"Hit the bid heavy on $XOM $DVN and had a small pickup of $CNQ before lunch. Sad the broad market didn't accelerate moves to the downside but there's always next year Here's the energy sleeve heading into [----] might add on another leg down or more eggnog:"
X Link 2024-12-23T23:42Z [---] followers, [---] engagements

"@psychickmo @KoalaInATree Yep. Total own goal"
X Link 2025-01-03T19:01Z [---] followers, [----] engagements

"@NuggetCapital The board getting ready to hike the dividend into falling commodity prices:"
X Link 2025-05-08T09:21Z [---] followers, [---] engagements

"@BeegJj Wishing you the best recovery BeegJJ hope it all goes well"
X Link 2025-07-03T11:54Z [---] followers, [---] engagements

"Got to give credit to @NuggetCapital for his call on $CNQ. Still bullish long term but oh man what a brutal drawdown despite continuing excellence in execution. Murray Edwards hate is pointing to retail capitulation and I suspect the beatings shall continue until morale improves"
X Link 2025-03-03T16:46Z [---] followers, [----] engagements

"The coming weeks could be the worst in history to be Short Crude #Oil. The assumption that Israels attack will be a one-offsufficiently minimal to avoid a counter-response from Iranis inconsistent w/ the force posture assembling across MENA. Tread carefully #OOTT #EFT #KSA"
X Link 2024-10-25T19:26Z 21.4K followers, 25.9K engagements

"@MrBeast I dont see @MadsCapital. Is he under one of the seats"
X Link 2025-03-08T19:41Z [---] followers, [----] engagements

"@MadsCapital This mf doesnt even iferror his multiple formulas"
X Link 2025-03-08T15:32Z [---] followers, [---] engagements

"@MadsPosting Adderall should be available over-the-counter the revive the European economy"
X Link 2025-07-09T18:01Z [---] followers, [--] engagements

"@matt_gray_ Damn son if your life is being changed by some VC bro regurgitating LinkedIn platitudes you must be down bad. My sympathies"
X Link 2024-10-05T16:13Z [---] followers, [---] engagements

"@h0stil3take0v3r @borzoicapital Imagine not putting Warhammer 40k on your resume"
X Link 2025-06-04T19:05Z [---] followers, [---] engagements

"@NuggetCapital Who in the shale patch is going to be drilling for oil at $50-$55 range Its laughable a paid oil analyst is suggesting this is credible. At those prices shale drilling will all bit cease and prices will pick up again within 6-12 months"
X Link 2025-02-08T18:50Z [--] followers, [----] engagements

"LIVE VIEW FROM THE TRENCHES WITH $50 WTI "EVERY DAY ABOVE $40WTI IS A GOOD DAY" -PVT ERIC NUTTALL #OOTT"
X Link 2025-04-06T22:40Z [---] followers, [---] engagements

"@NuggetCapital My money is on $CJ.TO - have been eying it myself havent had time to model sensitivities"
X Link 2024-11-19T16:30Z [---] followers, [---] engagements

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