[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 $peyto, $touto, gas, $pey the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1400813693571538944/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +20% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1400813693571538944/posts_active)  - X Week XX +6.80% - X Month XX +16% - X Months XXX +37% - X Year XXX +15% ### Followers: XXXXX [#](/creator/twitter::1400813693571538944/followers)  - X Week XXXXX +0.73% - X Month XXXXX +1.50% - X Months XXXXX +13% - X Year XXXXX +28% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1400813693571538944/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [currencies](/list/currencies) **Social topic influence** [$peyto](/topic/$peyto) #1, [$touto](/topic/$touto) #3, [gas](/topic/gas), [$pey](/topic/$pey) #3, [$arxto](/topic/$arxto) #6, [$tou](/topic/$tou) #7, [$cve](/topic/$cve) #6, [business](/topic/business), [$bir](/topic/$bir) #5, [$su](/topic/$su) #9 **Top accounts mentioned or mentioned by** [@bubleqe](/creator/undefined) [@assettraveller](/creator/undefined) [@energyinvest0r](/creator/undefined) [@nuggetcapital](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@garquake](/creator/undefined) [@trendbullish](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@emmpeethree](/creator/undefined) [@gugo907](/creator/undefined) [@wtibull](/creator/undefined) [@bdepardell](/creator/undefined) [@mythmakrr](/creator/undefined) [@razoroil](/creator/undefined) [@michael71718318](/creator/undefined) [@bb19043](/creator/undefined) [@couldbemistaken](/creator/undefined) [@westpine613](/creator/undefined) [@cdnengyanalysis](/creator/undefined) [@merlice1](/creator/undefined) **Top assets mentioned** [Cenovus Energy Inc. (CVE)](/topic/$cve) [Birake (BIR)](/topic/$bir) [Suncor Energy, Inc. (SU)](/topic/$su) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Copiosa Coin (COP2)](/topic/$cop) [Joystream (JOY)](/topic/$joy) [Aethir (ATH)](/topic/$ath) [Accelerant Holdings (ARX)](/topic/$arx) [Baytex Energy Corp. (BTE)](/topic/$bte) ### Top Social Posts Top posts by engagements in the last XX hours "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) 2025-10-09T21:13Z 3573 followers, 7254 engagements "@EnergyInvest0r Bro Michael wrote in his substack in the fall of 2022 $PEY was a poor choice to peers with similar dividends AND $TOU. $BIR and $PNE went into the toilet & $TOU has been flat ever since. Anyone who listened got wrecked & $PEY has more than doubled🫡" [X Link](https://x.com/Kevin_AGraham/status/1983702157649178804) 2025-10-30T01:07Z 3573 followers, XXX engagements "RBC 2026E estimates & valuations Futures Pricing: WTI = $58.31USD/bbl HH = $4.08USD/mmbtu AECO = $3.23CAD/mcf $CVE & $SU offering relative value in $COP in 1/3" [X Link](https://x.com/Kevin_AGraham/status/1995226536681836877) 2025-11-30T20:20Z 3573 followers, 4084 engagements "Remarkable how $PEY.to is creating more undiscounted value (absolute basis) and investors are getting XXX more bang for their buck compared to $TOU.to Even yet the Furus are confounded and Peyto continues to hit new XX week highs 🔥🚀🔥" [X Link](https://x.com/Kevin_AGraham/status/1997321971726463223) 2025-12-06T15:07Z 3573 followers, 2992 engagements "December $PEY.to Monthly Report was another GEM Production was up from 133000 boe/d last month hitting 141000 boe/d in November and on the way to 145k boe/d in Dec. But JP's commentary on the Bluesky was shocking so let's dig in. 🧵1/x" [X Link](https://x.com/Kevin_AGraham/status/1997446716740821202) 2025-12-06T23:23Z 3573 followers, 2087 engagements "When Peyto aquired Repsol they inherited a drilled but uncompleted Bluesky ERH. "The well was so highly productive that it required a downhole chock to restrict its flow for XX months due to facility constraints" Sounds impressive right 2/x" [X Link](https://x.com/Kevin_AGraham/status/1997446720314085677) 2025-12-06T23:23Z 3572 followers, XXX 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 X 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 X 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 XX% annual returns not from" [X Link](https://x.com/Kevin_AGraham/status/1983541566750023851) 2025-10-29T14:28Z 3568 followers, 20.7K engagements "@EnergyInvest0r @trend_bullish Who needs $X AECO when youre getting $X USD" [X Link](https://x.com/Kevin_AGraham/status/1996426051095060878) 2025-12-04T03:47Z 3567 followers, XXX engagements "Business Quality Con't After a company produces a barrel they have to go find and replace the barrel they just produced (F&D cost) Last yr $TOU.to spent $10.23/boe to replace a boe $PEY.to spent $6.01/boe to replace a boe Yes it costs TOU over XX% more cash to replace a boe compared to Peyto. If you take the netback and divided it by the F&D cost this is called the recycle ratio. The recycle ratio is perhaps the best measure to compare companies because it take into account production mix (liquids/gas) lifting costs and the cost to find another barrel. So how do these breakdown $TOU recycle" [X Link](https://x.com/Kevin_AGraham/status/1982624836095803744) 2025-10-27T01:46Z 3572 followers, 7005 engagements "Fun Facts for QE 🚨HALF of $TOU.to production is in the EXACT SAME PLAY (deep basin). Does he not realize that criticism of $PEY.to is criticism of $TOU.to 🚨😂 - As a shareholder you want maximum profits NOT production 1/3 🧵" [X Link](https://x.com/Kevin_AGraham/status/1983165197524300089) 2025-10-28T13:33Z 3572 followers, 3564 engagements "🚨 Peyto Exploration - XX bagger 🚨 $PEY.to the exclusive #NatGas name that prints dividends 💵 is now a XX bagger over the past X years. 👏 Theyve Massively outperformed their capital intensive montney/deep basin peers $TOU.to & $ARX.to #valuationsmatter #valueinvesting" [X Link](https://x.com/Kevin_AGraham/status/1990210554326364572) 2025-11-17T00:09Z 3572 followers, 10.7K engagements "I didnt realize I live rent free 🤣 YTD total returns: $PEY.to +38.6% $TOU.to -XXX% (yes negative) $ARX.to -XXX% (yes negative) Yup $PEY.to sure missed out 🤡 Youd think he would have admitted his mistakes but no he keeps peddling nonsense. Thread incoming 🫡" [X Link](https://x.com/Kevin_AGraham/status/1991620012310949944) 2025-11-20T21:29Z 3572 followers, 14.5K engagements "YTD Total Return for Nat Gas" [X Link](https://x.com/Kevin_AGraham/status/1992681406032654801) 2025-11-23T19:47Z 3572 followers, 5706 engagements "Back in Aug 2024 value was in plain sight. Yet so many missed the boat. Since then $PEY.to has moved from $XXXXX to $22.26/sh. It now trades at a XX% FCF yield. $TOU.to & $ARX.to have hardly moved. If $PEY had a XX% FCF yield the stock would be $34/sh 🫡" [X Link](https://x.com/Kevin_AGraham/status/1993312689968513378) 2025-11-25T13:35Z 3572 followers, 13.1K engagements "DJ admits their mistake - slams the upgrade & buy button on $PEY.to ✅ Huge synergies - Repsol Will they go big with a $CVE tuck in acquisition 🤔" [X Link](https://x.com/Kevin_AGraham/status/1993350651527807306) 2025-11-25T16:06Z 3572 followers, 6302 engagements "As we get closer to year end its clear once again within energy - Its all about the horses you pick to ride in 2025 🫡 - Theyve disregarded commodity prices once again. Particularly oil. 😮 Top performers: $JOY $ATH & $BIR Bottom performers: $CNQ $TOU & $ARX" [X Link](https://x.com/Kevin_AGraham/status/1994401504950898703) 2025-11-28T13:42Z 3571 followers, 6513 engagements "@Merlice1 @VanIsleInvestor The $CVE gas biz is terrible. $CNQ not far behind. Hopefully $CVE sells their Edson assets to $PEY soon. They have the expertise to turn it around. $SU is a great biz. I owned from 2020-2023. Dont do any comparisons to that fellows sacred cows. 😂" [X Link](https://x.com/Kevin_AGraham/status/1994437985094475928) 2025-11-28T16:07Z 3572 followers, XXX engagements "Seniors E&P's Those are some very skinny FCF yields for $TOU.to $ARX.to's EV/DACF is XX% lower than TOU. $WCP in the middle 2/3" [X Link](https://x.com/Kevin_AGraham/status/1995226539626320370) 2025-11-30T20:20Z 3572 followers, 1202 engagements "Intermediates E&P's $BIR.to & $PEY.to offering the best valuations double digit FCF yields. Many oil names showing slim to no FCF next year. $BTE showing zeros 2026 shaping up to be a very interesting year🍻 /end" [X Link](https://x.com/Kevin_AGraham/status/1995226541866004829) 2025-11-30T20:20Z 3572 followers, 1001 engagements "YTD returns for select gas E&Ps $PEY.to = XXXX% $TOU.to = -XXX% $ARX.to = XXX% $PEY.to has gone vertical in Q4 Just got lucky Or is the market forward looking to them smashing Nov prod records later today in the monthly report ✅ Perfectly timed to NG going" [X Link](https://x.com/Kevin_AGraham/status/1996199044629385659) 2025-12-03T12:45Z 3572 followers, 3624 engagements "If anything happens it wasnt me 🤣" [X Link](https://x.com/Kevin_AGraham/status/1996983655856488721) 2025-12-05T16:43Z 3571 followers, 7498 engagements "Key Point - Be careful of those peddling production numbers. Any PRODUCTION DATA presented without COSTS should come with a disclaimer that "this data is helpful but mostly useless" 5/x" [X Link](https://x.com/Kevin_AGraham/status/1997446737045377298) 2025-12-06T23:23Z 3572 followers, XXX engagements "JP concludes that the two follow ups drilled will generate full cycle IRR's of over XXX% the best from 2025 The good news They've identified another XX follow locations $PEY.to investors are grateful the team is focused on profit over production. We like dividends🫡 /end" [X Link](https://x.com/Kevin_AGraham/status/1997446740559933866) 2025-12-06T23:23Z 3572 followers, XXX engagements "Mike Rose from In the Money Podcast on the Montney: you have to replace a third (33%) or your production every year And .the gas business with resource plays its a treadmill and its a REALLY BIG TREADMILL and it GOES REALLY FAST. (Added emphasis) 7/x" [X Link](https://x.com/Kevin_AGraham/status/1997694735792955470) 2025-12-07T15:48Z 3571 followers, XXX engagements "John Dielwart - Arc Resources on the Montney: resource plays are great but the average decline rate is HIGH You could go and drill a bunch of Montney wells that decline 50-60% in the first year but THE TREADMILL THAT YOUR ON spending capital to SUSTAIN the business" 8/x" [X Link](https://x.com/Kevin_AGraham/status/1997694739869778154) 2025-12-07T15:48Z 3572 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 $peyto, $touto, gas, $pey 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 XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +20%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +6.80%
- X Month XX +16%
- X Months XXX +37%
- X Year XXX +15%
Followers: XXXXX #
- X Week XXXXX +0.73%
- X Month XXXXX +1.50%
- X Months XXXXX +13%
- X Year XXXXX +28%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance cryptocurrencies stocks currencies
Social topic influence $peyto #1, $touto #3, gas, $pey #3, $arxto #6, $tou #7, $cve #6, business, $bir #5, $su #9
Top accounts mentioned or mentioned by @bubleqe @assettraveller @energyinvest0r @nuggetcapital @vanisleinvestor @garquake @trendbullish @rockcreekfreak @emmpeethree @gugo907 @wtibull @bdepardell @mythmakrr @razoroil @michael71718318 @bb19043 @couldbemistaken @westpine613 @cdnengyanalysis @merlice1
Top assets mentioned Cenovus Energy Inc. (CVE) Birake (BIR) Suncor Energy, Inc. (SU) Canadian Natural Resources Limited (CNQ) Copiosa Coin (COP2) Joystream (JOY) Aethir (ATH) Accelerant Holdings (ARX) Baytex Energy Corp. (BTE)
Top Social Posts
Top posts by engagements in the last XX hours
"There are three E&P's with expected capex under XX% of CF in 2026. Do you know who they are"
X Link 2025-10-09T21:13Z 3573 followers, 7254 engagements
"@EnergyInvest0r Bro Michael wrote in his substack in the fall of 2022 $PEY was a poor choice to peers with similar dividends AND $TOU. $BIR and $PNE went into the toilet & $TOU has been flat ever since. Anyone who listened got wrecked & $PEY has more than doubled🫡"
X Link 2025-10-30T01:07Z 3573 followers, XXX engagements
"RBC 2026E estimates & valuations Futures Pricing: WTI = $58.31USD/bbl HH = $4.08USD/mmbtu AECO = $3.23CAD/mcf $CVE & $SU offering relative value in $COP in 1/3"
X Link 2025-11-30T20:20Z 3573 followers, 4084 engagements
"Remarkable how $PEY.to is creating more undiscounted value (absolute basis) and investors are getting XXX more bang for their buck compared to $TOU.to Even yet the Furus are confounded and Peyto continues to hit new XX week highs 🔥🚀🔥"
X Link 2025-12-06T15:07Z 3573 followers, 2992 engagements
"December $PEY.to Monthly Report was another GEM Production was up from 133000 boe/d last month hitting 141000 boe/d in November and on the way to 145k boe/d in Dec. But JP's commentary on the Bluesky was shocking so let's dig in. 🧵1/x"
X Link 2025-12-06T23:23Z 3573 followers, 2087 engagements
"When Peyto aquired Repsol they inherited a drilled but uncompleted Bluesky ERH. "The well was so highly productive that it required a downhole chock to restrict its flow for XX months due to facility constraints" Sounds impressive right 2/x"
X Link 2025-12-06T23:23Z 3572 followers, XXX 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 X 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 X 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 XX% annual returns not from"
X Link 2025-10-29T14:28Z 3568 followers, 20.7K engagements
"@EnergyInvest0r @trend_bullish Who needs $X AECO when youre getting $X USD"
X Link 2025-12-04T03:47Z 3567 followers, XXX engagements
"Business Quality Con't After a company produces a barrel they have to go find and replace the barrel they just produced (F&D cost) Last yr $TOU.to spent $10.23/boe to replace a boe $PEY.to spent $6.01/boe to replace a boe Yes it costs TOU over XX% more cash to replace a boe compared to Peyto. If you take the netback and divided it by the F&D cost this is called the recycle ratio. The recycle ratio is perhaps the best measure to compare companies because it take into account production mix (liquids/gas) lifting costs and the cost to find another barrel. So how do these breakdown $TOU recycle"
X Link 2025-10-27T01:46Z 3572 followers, 7005 engagements
"Fun Facts for QE 🚨HALF of $TOU.to production is in the EXACT SAME PLAY (deep basin). Does he not realize that criticism of $PEY.to is criticism of $TOU.to 🚨😂 - As a shareholder you want maximum profits NOT production 1/3 🧵"
X Link 2025-10-28T13:33Z 3572 followers, 3564 engagements
"🚨 Peyto Exploration - XX bagger 🚨 $PEY.to the exclusive #NatGas name that prints dividends 💵 is now a XX bagger over the past X years. 👏 Theyve Massively outperformed their capital intensive montney/deep basin peers $TOU.to & $ARX.to #valuationsmatter #valueinvesting"
X Link 2025-11-17T00:09Z 3572 followers, 10.7K engagements
"I didnt realize I live rent free 🤣 YTD total returns: $PEY.to +38.6% $TOU.to -XXX% (yes negative) $ARX.to -XXX% (yes negative) Yup $PEY.to sure missed out 🤡 Youd think he would have admitted his mistakes but no he keeps peddling nonsense. Thread incoming 🫡"
X Link 2025-11-20T21:29Z 3572 followers, 14.5K engagements
"YTD Total Return for Nat Gas"
X Link 2025-11-23T19:47Z 3572 followers, 5706 engagements
"Back in Aug 2024 value was in plain sight. Yet so many missed the boat. Since then $PEY.to has moved from $XXXXX to $22.26/sh. It now trades at a XX% FCF yield. $TOU.to & $ARX.to have hardly moved. If $PEY had a XX% FCF yield the stock would be $34/sh 🫡"
X Link 2025-11-25T13:35Z 3572 followers, 13.1K engagements
"DJ admits their mistake - slams the upgrade & buy button on $PEY.to ✅ Huge synergies - Repsol Will they go big with a $CVE tuck in acquisition 🤔"
X Link 2025-11-25T16:06Z 3572 followers, 6302 engagements
"As we get closer to year end its clear once again within energy - Its all about the horses you pick to ride in 2025 🫡 - Theyve disregarded commodity prices once again. Particularly oil. 😮 Top performers: $JOY $ATH & $BIR Bottom performers: $CNQ $TOU & $ARX"
X Link 2025-11-28T13:42Z 3571 followers, 6513 engagements
"@Merlice1 @VanIsleInvestor The $CVE gas biz is terrible. $CNQ not far behind. Hopefully $CVE sells their Edson assets to $PEY soon. They have the expertise to turn it around. $SU is a great biz. I owned from 2020-2023. Dont do any comparisons to that fellows sacred cows. 😂"
X Link 2025-11-28T16:07Z 3572 followers, XXX engagements
"Seniors E&P's Those are some very skinny FCF yields for $TOU.to $ARX.to's EV/DACF is XX% lower than TOU. $WCP in the middle 2/3"
X Link 2025-11-30T20:20Z 3572 followers, 1202 engagements
"Intermediates E&P's $BIR.to & $PEY.to offering the best valuations double digit FCF yields. Many oil names showing slim to no FCF next year. $BTE showing zeros 2026 shaping up to be a very interesting year🍻 /end"
X Link 2025-11-30T20:20Z 3572 followers, 1001 engagements
"YTD returns for select gas E&Ps $PEY.to = XXXX% $TOU.to = -XXX% $ARX.to = XXX% $PEY.to has gone vertical in Q4 Just got lucky Or is the market forward looking to them smashing Nov prod records later today in the monthly report ✅ Perfectly timed to NG going"
X Link 2025-12-03T12:45Z 3572 followers, 3624 engagements
"If anything happens it wasnt me 🤣"
X Link 2025-12-05T16:43Z 3571 followers, 7498 engagements
"Key Point - Be careful of those peddling production numbers. Any PRODUCTION DATA presented without COSTS should come with a disclaimer that "this data is helpful but mostly useless" 5/x"
X Link 2025-12-06T23:23Z 3572 followers, XXX engagements
"JP concludes that the two follow ups drilled will generate full cycle IRR's of over XXX% the best from 2025 The good news They've identified another XX follow locations $PEY.to investors are grateful the team is focused on profit over production. We like dividends🫡 /end"
X Link 2025-12-06T23:23Z 3572 followers, XXX engagements
"Mike Rose from In the Money Podcast on the Montney: you have to replace a third (33%) or your production every year And .the gas business with resource plays its a treadmill and its a REALLY BIG TREADMILL and it GOES REALLY FAST. (Added emphasis) 7/x"
X Link 2025-12-07T15:48Z 3571 followers, XXX engagements
"John Dielwart - Arc Resources on the Montney: resource plays are great but the average decline rate is HIGH You could go and drill a bunch of Montney wells that decline 50-60% in the first year but THE TREADMILL THAT YOUR ON spending capital to SUSTAIN the business" 8/x"
X Link 2025-12-07T15:48Z 3572 followers, XXX engagements