[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Kevin_AGraham Kevin Graham Kevin Graham posts on X about $touto, $peyto, $pey, $bir the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1400813693571538944/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +31% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1400813693571538944/posts_active)  - X Week XX +11% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +17% ### Followers: XXXXX [#](/creator/twitter::1400813693571538944/followers)  - X Week XXXXX +0.29% - X Month XXXXX +1.60% - X Months XXXXX +12% - X Year XXXXX +26% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1400813693571538944/influencer_rank)  ### Social Influence [#](/creator/twitter::1400813693571538944/influence) --- **Social category influence** [finance](/list/finance) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$touto](/topic/$touto) #13, [$peyto](/topic/$peyto) #6, [$pey](/topic/$pey) #1, [$bir](/topic/$bir) 2.22%, [bir](/topic/bir) 2.22%, [$tou](/topic/$tou) #1, [$arxto](/topic/$arxto) #16, [$arx](/topic/$arx) #3, [togo](/topic/togo) 0.74%, [losses](/topic/losses) XXXX% **Top accounts mentioned or mentioned by** [@bubleqe](/creator/undefined) [@energyinvest0r](/creator/undefined) [@garquake](/creator/undefined) [@merlice1](/creator/undefined) [@bb19043](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@nuggetcapital](/creator/undefined) [@razoroil](/creator/undefined) [@mythmakrr](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@assettraveller](/creator/undefined) [@westpine613](/creator/undefined) [@brownmarubozu](/creator/undefined) [@stevewps](/creator/undefined) [@emmpeethree](/creator/undefined) [@wildace](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@cdnengyanalysis](/creator/undefined) [@rynokinsight](/creator/undefined) [@robertmeiday](/creator/undefined) **Top assets mentioned** [Birake (BIR)](/topic/$bir) [Accelerant Holdings (ARX)](/topic/$arx) [Bitcoin (BTC)](/topic/bitcoin) [PARSIQ (PRQ)](/topic/$prq) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Sable Offshore Corp. (SOC)](/topic/$soc) ### Top Social Posts [#](/creator/twitter::1400813693571538944/posts) --- Top posts by engagements in the last XX hours "Same Chart - Better Formatting Gas names are looking great 🔥🚀🔥" [X Link](https://x.com/Kevin_AGraham/status/1976392606767776147) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-09T21:01Z 3415 followers, 6084 engagements "@JamesHMackay Maybe but whats the downside All I think about is downside. You dont have to hardly make anything if you obsess over the downside. Besides. There are millions of investment options out there. Why bet on a legal case when you can now buy 5x bitcoin ETFs. 😂" [X Link](https://x.com/Kevin_AGraham/status/1978644198778663159) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-16T02:08Z 3415 followers, XXX engagements "2024 UPDATE Average Gas E&P now sells for XXX% of their PDP NAV discounted at XX% 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 🧵" [X Link](https://x.com/Kevin_AGraham/status/1935443872861073490) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-06-18T21:05Z 3417 followers, 12.5K engagements "@VanIsleInvestor Total return $PEY is actually outperforming $BIR by X% YTD $PEY should trounce all of them into YE. Highest financial returns per share of any. Plus they are going to grow production by X% between now & the end of the year. 🍻" [X Link](https://x.com/Kevin_AGraham/status/1957201966888800404) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-08-17T22:04Z 3418 followers, XXX engagements "So in summary $PEY.to gets you: ✅The highest dividend yield among all Intermediate/Senior NG E&Ps ✅Lower than average valuation multiples implying a higher share price is more likely (and the downside is more protected) ✅Higher growth rate than $TOU.to or $ARX.to on a per share basis And the dividend is likely to go up next year 4/x" [X Link](https://x.com/Kevin_AGraham/status/1966552195135885699) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-12T17:19Z 3419 followers, 1325 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🏆" [X Link](https://x.com/Kevin_AGraham/status/1974937577825448215) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-05T20:39Z 3419 followers, 6307 engagements "@garquake $CVE was about to lose the vote $MEG board looks even more ridiculous What a 🤡 show" [X Link](https://x.com/Kevin_AGraham/status/1975901219366613076) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-08T12:28Z 3418 followers, 1043 engagements "There are three E&P's with expected capex under XX% of CF in 2026. Do you know who they are" [X Link](https://x.com/Kevin_AGraham/status/1976395583947772400) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-09T21:13Z 3418 followers, 7155 engagements "@BubleQe @EnergyInvest0r @AssetTraveller @mythmakrr I guess youre not going to be a serious person here. You want to compare a micro cap offshore Dutch NG producer to Peyto $PEY.to & $TOU.to have predominately the same NG/NGLs production mix BOTH large operators in the deep basin. TOU even has the Montney advantage yet👇" [X Link](https://x.com/Kevin_AGraham/status/1959271833192054822) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-08-23T15:09Z 3419 followers, 3955 engagements "@Merlice1 @SteveWps AND with that netback they have to replace the production. Last yr $TOU.to spent $10.23/boe to replace (gives 1.4x recycle ratio) $PEY.to spent $6.01/boe to replace (3.0x recycle ratio) Peyto finds X BOEs for every one they produce while TOU finds XXX BOEs. 1/2" [X Link](https://x.com/Kevin_AGraham/status/1960098515163681136) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-08-25T21:54Z 3419 followers, 1547 engagements "$TOU total return since inception Facts: -Flat/down from 2010-2021 -Flat/down from 2022-today -Only those who bought in 2020-2022 have made money TOU is a great company does many things right but they trade at a high multiple and valuations matter in investing👇" [X Link](https://x.com/Kevin_AGraham/status/1961794317934313865) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-08-30T14:13Z 3419 followers, 10.9K 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](https://x.com/Kevin_AGraham/status/1968797730819477825) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-18T22:02Z 3419 followers, 11.2K engagements "The TD "base case" shows $TOU.to needing $2.86/mcf HH & $2.00/mcf AECO just to show positive FCF in 2026-2030. So much for the "gas is free" bros The forward strip is closest to the green highlighted row. A 3-5% FCF yield for 2026-2028. (Report used $XXXXX share price) 2/x" [X Link](https://x.com/Kevin_AGraham/status/1968797733939970345) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-18T22:02Z 3419 followers, 1878 engagements "$TOU.to valuation has fully recovered so investors are not going to get any help here. Are these revisions important Time will tell Games are won by players who focus on the playing field - not by those whose eyes are glued to the scoreboard. - Warren Buffett /end" [X Link](https://x.com/Kevin_AGraham/status/1968797737396392019) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-18T22:02Z 3419 followers, 1558 engagements "@ShaleTier7 @TeddyGambino @CouldBeMistaken @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Are you sure about that 🤠" [X Link](https://x.com/Kevin_AGraham/status/1979704850540822736) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-19T00:23Z 3418 followers, XXX engagements "I find it remarkable how many people invested in $SOC on X many due to some high profile investors. Never ever invest based on the opinion of the crowd. It will almost always lead you astray. Being an independent thinker is tough 🫡" [X Link](https://x.com/Kevin_AGraham/status/1978625066565771487) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-16T00:52Z 3418 followers, 3818 engagements "@Westpine613 Using the TD 2026 CF netbacks & last years Finding & Development costs recycle ratios are as following: $PEY = 3.2x $ARX = 1.9x $TOU = 1.6x When youre finding over X barrels with each one produced doesnt take much capex. How high will the $PEY dividend go in 2026" [X Link](https://x.com/Kevin_AGraham/status/1979609001282429327) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-18T18:02Z 3418 followers, 2329 engagements "@VanIsleInvestor Copium at its finest. The price of TVs have fallen XX% since 2000. Dont see people posting about inflation there. Yet new tech unleashes billions of barrels in the Permian and inflation is even a question 🤦♂" [X Link](https://x.com/Kevin_AGraham/status/1979902140740190398) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-19T13:27Z 3418 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Kevin_AGraham Kevin Graham
Kevin Graham posts on X about $touto, $peyto, $pey, $bir the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +31%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +11%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +17%
Followers: XXXXX #
- X Week XXXXX +0.29%
- X Month XXXXX +1.60%
- X Months XXXXX +12%
- X Year XXXXX +26%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $touto #13, $peyto #6, $pey #1, $bir 2.22%, bir 2.22%, $tou #1, $arxto #16, $arx #3, togo 0.74%, losses XXXX%
Top accounts mentioned or mentioned by @bubleqe @energyinvest0r @garquake @merlice1 @bb19043 @rockcreekfreak @nuggetcapital @razoroil @mythmakrr @vanisleinvestor @assettraveller @westpine613 @brownmarubozu @stevewps @emmpeethree @wildace @plutusofcrete89 @cdnengyanalysis @rynokinsight @robertmeiday
Top assets mentioned Birake (BIR) Accelerant Holdings (ARX) Bitcoin (BTC) PARSIQ (PRQ) Cenovus Energy Inc. (CVE) Sable Offshore Corp. (SOC)
Top Social Posts #
Top posts by engagements in the last XX hours
"Same Chart - Better Formatting Gas names are looking great 🔥🚀🔥"
X Link @Kevin_AGraham 2025-10-09T21:01Z 3415 followers, 6084 engagements
"@JamesHMackay Maybe but whats the downside All I think about is downside. You dont have to hardly make anything if you obsess over the downside. Besides. There are millions of investment options out there. Why bet on a legal case when you can now buy 5x bitcoin ETFs. 😂"
X Link @Kevin_AGraham 2025-10-16T02:08Z 3415 followers, XXX engagements
"2024 UPDATE Average Gas E&P now sells for XXX% of their PDP NAV discounted at XX% 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 🧵"
X Link @Kevin_AGraham 2025-06-18T21:05Z 3417 followers, 12.5K engagements
"@VanIsleInvestor Total return $PEY is actually outperforming $BIR by X% YTD $PEY should trounce all of them into YE. Highest financial returns per share of any. Plus they are going to grow production by X% between now & the end of the year. 🍻"
X Link @Kevin_AGraham 2025-08-17T22:04Z 3418 followers, XXX engagements
"So in summary $PEY.to gets you: ✅The highest dividend yield among all Intermediate/Senior NG E&Ps ✅Lower than average valuation multiples implying a higher share price is more likely (and the downside is more protected) ✅Higher growth rate than $TOU.to or $ARX.to on a per share basis And the dividend is likely to go up next year 4/x"
X Link @Kevin_AGraham 2025-09-12T17:19Z 3419 followers, 1325 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🏆"
X Link @Kevin_AGraham 2025-10-05T20:39Z 3419 followers, 6307 engagements
"@garquake $CVE was about to lose the vote $MEG board looks even more ridiculous What a 🤡 show"
X Link @Kevin_AGraham 2025-10-08T12:28Z 3418 followers, 1043 engagements
"There are three E&P's with expected capex under XX% of CF in 2026. Do you know who they are"
X Link @Kevin_AGraham 2025-10-09T21:13Z 3418 followers, 7155 engagements
"@BubleQe @EnergyInvest0r @AssetTraveller @mythmakrr I guess youre not going to be a serious person here. You want to compare a micro cap offshore Dutch NG producer to Peyto $PEY.to & $TOU.to have predominately the same NG/NGLs production mix BOTH large operators in the deep basin. TOU even has the Montney advantage yet👇"
X Link @Kevin_AGraham 2025-08-23T15:09Z 3419 followers, 3955 engagements
"@Merlice1 @SteveWps AND with that netback they have to replace the production. Last yr $TOU.to spent $10.23/boe to replace (gives 1.4x recycle ratio) $PEY.to spent $6.01/boe to replace (3.0x recycle ratio) Peyto finds X BOEs for every one they produce while TOU finds XXX BOEs. 1/2"
X Link @Kevin_AGraham 2025-08-25T21:54Z 3419 followers, 1547 engagements
"$TOU total return since inception Facts: -Flat/down from 2010-2021 -Flat/down from 2022-today -Only those who bought in 2020-2022 have made money TOU is a great company does many things right but they trade at a high multiple and valuations matter in investing👇"
X Link @Kevin_AGraham 2025-08-30T14:13Z 3419 followers, 10.9K 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 @Kevin_AGraham 2025-09-18T22:02Z 3419 followers, 11.2K engagements
"The TD "base case" shows $TOU.to needing $2.86/mcf HH & $2.00/mcf AECO just to show positive FCF in 2026-2030. So much for the "gas is free" bros The forward strip is closest to the green highlighted row. A 3-5% FCF yield for 2026-2028. (Report used $XXXXX share price) 2/x"
X Link @Kevin_AGraham 2025-09-18T22:02Z 3419 followers, 1878 engagements
"$TOU.to valuation has fully recovered so investors are not going to get any help here. Are these revisions important Time will tell Games are won by players who focus on the playing field - not by those whose eyes are glued to the scoreboard. - Warren Buffett /end"
X Link @Kevin_AGraham 2025-09-18T22:02Z 3419 followers, 1558 engagements
"@ShaleTier7 @TeddyGambino @CouldBeMistaken @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Are you sure about that 🤠"
X Link @Kevin_AGraham 2025-10-19T00:23Z 3418 followers, XXX engagements
"I find it remarkable how many people invested in $SOC on X many due to some high profile investors. Never ever invest based on the opinion of the crowd. It will almost always lead you astray. Being an independent thinker is tough 🫡"
X Link @Kevin_AGraham 2025-10-16T00:52Z 3418 followers, 3818 engagements
"@Westpine613 Using the TD 2026 CF netbacks & last years Finding & Development costs recycle ratios are as following: $PEY = 3.2x $ARX = 1.9x $TOU = 1.6x When youre finding over X barrels with each one produced doesnt take much capex. How high will the $PEY dividend go in 2026"
X Link @Kevin_AGraham 2025-10-18T18:02Z 3418 followers, 2329 engagements
"@VanIsleInvestor Copium at its finest. The price of TVs have fallen XX% since 2000. Dont see people posting about inflation there. Yet new tech unleashes billions of barrels in the Permian and inflation is even a question 🤦♂"
X Link @Kevin_AGraham 2025-10-19T13:27Z 3418 followers, XXX engagements