# ![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1400813693571538944.png) @Kevin_AGraham Kevin Graham

Kevin Graham posts on X about $peyto, $pey, gas, $touto the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1400813693571538944/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400813693571538944/c:line/m:interactions.svg)

- [--] Week [------] -16%
- [--] Month [-------] +26%
- [--] Months [-------] +51%
- [--] Year [---------] -30%

### Mentions: [--] [#](/creator/twitter::1400813693571538944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400813693571538944/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [--] -21%
- [--] Months [---] +95%
- [--] Year [---] +12%

### Followers: [-----] [#](/creator/twitter::1400813693571538944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400813693571538944/c:line/m:followers.svg)

- [--] Week [-----] -0.03%
- [--] Month [-----] +5.10%
- [--] Months [-----] +15%
- [--] Year [-----] +31%

### CreatorRank: [---------] [#](/creator/twitter::1400813693571538944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1400813693571538944/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  25.42% [stocks](/list/stocks)  14.41% [cryptocurrencies](/list/cryptocurrencies)  4.24% [countries](/list/countries)  3.39% [nfl](/list/nfl)  0.85% [technology brands](/list/technology-brands)  0.85% [financial services](/list/financial-services)  0.85% [travel destinations](/list/travel-destinations)  0.85% [exchanges](/list/exchanges)  0.85%

**Social topic influence**
[$peyto](/topic/$peyto) #4, [$pey](/topic/$pey) #2, [gas](/topic/gas) 16.1%, [$touto](/topic/$touto) #8, [$su](/topic/$su) #9, [$arxto](/topic/$arxto) 5.93%, [dividend](/topic/dividend) 5.93%, [future](/topic/future) 4.24%, [business](/topic/business) 4.24%, [$arx](/topic/$arx) 4.24%

**Top accounts mentioned or mentioned by**
[@garquake](/creator/undefined) [@kramerkarma1](/creator/undefined) [@energyinvest0r](/creator/undefined) [@bb19043](/creator/undefined) [@kevinagraham](/creator/undefined) [@trendbullish](/creator/undefined) [@jleqc](/creator/undefined) [@merlice1](/creator/undefined) [@stevewps](/creator/undefined) [@peterlukacsr](/creator/undefined) [@nuggetcapital](/creator/undefined) [@lidsceo](/creator/undefined) [@abltrader](/creator/undefined) [@assettraveller](/creator/undefined) [@westpine613](/creator/undefined) [@mythmakrr](/creator/undefined) [@alex70848763197](/creator/undefined) [@koyfincharts](/creator/undefined) [@truckdriverpleb](/creator/undefined) [@beegjj](/creator/undefined)

**Top assets mentioned**
[Suncor Energy, Inc. (SU)](/topic/$su) [Accelerant Holdings (ARX)](/topic/$arx) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Imperial Oil Limited (IMO)](/topic/$imo) [Veren Inc. (VRN)](/topic/$vrn) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Copiosa Coin (COP2)](/topic/$cop) [PARSIQ (PRQ)](/topic/$prq) [Baytex Energy Corp. (BTE)](/topic/$bte) [Joystream (JOY)](/topic/$joy) [Aethir (ATH)](/topic/$ath) [Intuit Inc. (INTU)](/topic/$intu) [Coca-Cola Co (KO)](/topic/$ko) [Oxygen (OXY)](/topic/$oxy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2024 return = 34.7% [--] Yr = 19.4% [----] was the year of the comeback. Largest holdings ($BRK.b $SU & $PEY) all hit it out of the park🌟 Here's to more growth learning and seizing opportunities in 2025🥂📷 #valueinvesting #COM [----] return = 4.4% [--] Yr = 18.5% Accountability & intellectual honesty are key to achieving long term investment success. Don't worry about others. Stick to your knitting. Investing is a marathon not a sprint. Cheers to a healthy & prosperous 2024🥂🍻 #valueinvesting #COM https://t.co/IIjrqrx1ez [----] return = 4.4% [--] Yr = 18.5% Accountability & intellectual honesty are"  
[X Link](https://x.com/Kevin_AGraham/status/1874512987391996311)  2025-01-01T17:48Z [----] followers, 49.8K engagements


"2025 Return = 26.4% [--] Yr CAGR = 19.8% ✅2025 was volatile & bizarre but results were still excellent✅ The future is bright: Our business is booming🚀 just hired our first engineer & an expansion is planned🔥 [----] is shaping up to be the best ever🎆🚀🎇 [----] return = 34.7% [--] Yr = 19.4% [----] was the year of the comeback. Largest holdings ($BRK.b $SU & $PEY) all hit it out of the park🌟 Here's to more growth learning and seizing opportunities in 2025🥂📷 #valueinvesting #COM https://t.co/M912VHXQNI [----] return = 34.7% [--] Yr = 19.4% [----] was the year of the comeback. Largest holdings ($BRK.b $SU"  
[X Link](https://x.com/Kevin_AGraham/status/2006822173638566074)  2026-01-01T20:17Z [----] followers, 12.4K engagements


"@Peter_Lukacs_R $ARX is a mixed bag Hedged gas is not great. Majority is AECO at the floor of $2.71CAD/GJ and a small amount of HH with a ceiling of $6.16/GJ. Overall they also have 24% WCSB floating and 10% Malin. So they have 46% exposed to the current premium markets. Better for sure"  
[X Link](https://x.com/Kevin_AGraham/status/2017286282762740133)  2026-01-30T17:18Z [----] followers, [----] engagements


"This is a good question $ARX.to just reported PDP FD&A costs of $15.77/boe and RBC has them doing $18.37/boe netbacks in [----] a mere 1.2x recycle ratio. $TOU.to based on last years FD&A cost comes in at 1.2x recycle ratio for [----]. $PEY.to based on last year FD&A cost comes in at 3.0x recycle ratio vastly superior profitability. Peyto also has much more forecasted FCF/shr for [----] than ARX (and keep in mind this includes 8% growth capex) If Peyto just did a maint capex budget like ARX they have $2.70/shr in FCF and a 11% FCF yield. Our camp remains bullish. Peyto is still cheap relative to"  
[X Link](https://x.com/Kevin_AGraham/status/2020961205695938851)  2026-02-09T20:41Z [----] followers, [----] engagements


"@BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1970474650632397024)  2025-09-23T13:05Z [----] followers, [----] engagements


"These emails never get old $PEY.to [--] week high 🔥 🚀 🔥 Congrats holders 🫡 #teamJPL"  
[X Link](https://x.com/Kevin_AGraham/status/1990858351240966425)  2025-11-18T19:03Z [----] followers, [----] engagements


"As we get closer to year end its clear once again within energy - Its all about the horses you pick to ride in [----] 🫡 - Theyve disregarded commodity prices once again. Particularly oil. 😮 Top performers: $JOY $ATH & $BIR Bottom performers: $CNQ $TOU & $ARX As we get closer to year end it has become clear within Canadian Energy this year. It's all about the Horses you picked to Ride for [----]. Regardless of the price of Oil or Natural Gas Leadership and Size matters Names not as much in [----]. A few of the stand outs : https://t.co/gYoe1qUjFp As we get closer to year end it has become clear"  
[X Link](https://x.com/Kevin_AGraham/status/1994401504950898703)  2025-11-28T13:42Z [----] followers, [----] 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 [----] followers, [----] engagements


"YTD returns for select gas E&Ps $PEY.to = 37.3% $TOU.to = -0.7% $ARX.to = 0.0% $PEY.to has gone vertical in Q4 Just got lucky Or is the market forward looking to them smashing Nov prod records later today in the monthly report ✅ Perfectly timed to NG going"  
[X Link](https://x.com/Kevin_AGraham/status/1996199044629385659)  2025-12-03T12:45Z [----] followers, [----] engagements


"Remarkable how $PEY.to is creating more undiscounted value (absolute basis) and investors are getting [---] more bang for their buck compared to $TOU.to Even yet the Furus are confounded and Peyto continues to hit new [--] week highs 🔥🚀🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1997321971726463223)  2025-12-06T15:07Z [----] followers, [----] engagements


"$TOU.to Deep Basin looking tired. [----] results are underperforming the [--] year average. When will they buy $PEY.to"  
[X Link](https://x.com/Kevin_AGraham/status/2005376933241168050)  2025-12-28T20:34Z [----] followers, [----] engagements


"Oil Majors (dark blue) have seen their multiples rise from 6x to 9x over the past year. This remarkable performance has occurred while oil prices (light blue) have fallen. What does this mean for oil investors from here 🧵1/x $IMO $SU $CVE $CNQ"  
[X Link](https://x.com/Kevin_AGraham/status/2015089538578706649)  2026-01-24T15:49Z [----] followers, 16.2K engagements


"First here is the total return performance of the Oil Majors over the past year: $IMO = 41% $SU = 30% $CVE = 26% $CNQ = 16% Not too shabby 2/x"  
[X Link](https://x.com/Kevin_AGraham/status/2015089541661524443)  2026-01-24T15:49Z [----] followers, [----] engagements


"Look at these forecasts from DJ Some E&Ps have huge residual FCF after current capital plans. $PEY.to could double their dividend if the DJ forecast proves accurate 🔥 🚀 🔥 [--] https://t.co/UI8Dr7Twkr [--] https://t.co/UI8Dr7Twkr"  
[X Link](https://x.com/Kevin_AGraham/status/2015980056737415451)  2026-01-27T02:47Z [----] followers, 14.8K engagements


"$PEY.to net debt target in sight 🔥 🚀 🔥 #dividendincrease Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3 Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3"  
[X Link](https://x.com/Kevin_AGraham/status/2016282887658594783)  2026-01-27T22:51Z [----] followers, [----] engagements


"Can anyone confirm if $TOU.to has approx 60% of their [----] gas floating at AECO/Stn2 and PG&E/Malin If so they should look at this table and quit yapping about $PEY.to 🫡 1/x #Natgas spot prices at various locations across the US as of 1/28/26 https://t.co/36x4bYQnQx #Natgas spot prices at various locations across the US as of 1/28/26 https://t.co/36x4bYQnQx"  
[X Link](https://x.com/Kevin_AGraham/status/2016955019082551795)  2026-01-29T19:22Z [----] followers, [----] engagements


"For the visually impaired Q1 isnt going to be pretty but they wont tell you that 😬 2/x"  
[X Link](https://x.com/Kevin_AGraham/status/2016955029509591450)  2026-01-29T19:22Z [----] followers, [----] engagements


"Imagine doubling down on insults after missing one of the coldest winters in years. I dont get it. Especially when $PEY.to up 63.3% $TOU.to down -0.5% Have a great day"  
[X Link](https://x.com/Kevin_AGraham/status/2016955038892200243)  2026-01-29T19:22Z [----] followers, [----] engagements


"🚨New [--] Week High🚨 $PEY.to already up 15% YTD🔥🚀🔥 ✅Lowest FD&A Costs in ✅Lowest Cash Costs in ✅Highest Recycle Ratios for NG ✅Highest Margins (even for liquid co's) ✅Disciplined Hedging ✅LT Profitability & Dividends (going up) ✅The "experts" said they suck 🤣"  
[X Link](https://x.com/Kevin_AGraham/status/2021760139360116777)  2026-02-12T01:35Z [----] followers, [----] engagements


"@garquake @NuggetCapital People loved $GXE at $1 but hate it at $0.52-0.55. Trades at over 100% discount to 1P10/2P20 while $CJ trades at 20% discount. Huge upside. You make money when you buy. Not when you sell"  
[X Link](https://x.com/Kevin_AGraham/status/1854272143648768070)  2024-11-06T21:18Z [----] followers, [----] engagements


"I didnt realize I live rent free 🤣 YTD total returns: $PEY.to +38.6% $TOU.to -3.9% (yes negative) $ARX.to -4.4% (yes negative) Yup $PEY.to sure missed out 🤡 Youd think he would have admitted his mistakes but no he keeps peddling nonsense. Thread incoming 🫡"  
[X Link](https://x.com/Kevin_AGraham/status/1991620012310949944)  2025-11-20T21:29Z [----] followers, 14.8K 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 [----] followers, [---] engagements


"John Dielwart - Arc Resources on the Montney: resource plays are great but the average decline rate is HIGH You could go and drill a bunch of Montney wells that decline 50-60% in the first year but THE TREADMILL THAT YOUR ON spending capital to SUSTAIN the business" 8/x"  
[X Link](https://x.com/Kevin_AGraham/status/1997694739869778154)  2025-12-07T15:48Z [----] followers, [---] engagements


"🚨$PEY.to Monthly Report 🚨 ✅NEW RECORD - January Production [------] boed ✅Prod up 5% over Q4 & 10% over [----] 🔥🚀🔥 ✅2025 Capex came in at $475m inline ($10m ARO) ✅Report highlights how debt amplifies returns & leverage is back to pre-Repsol levels [----] is looking 👌"  
[X Link](https://x.com/Kevin_AGraham/status/2018817224681914854)  2026-02-03T22:41Z [----] followers, [----] engagements


"@Lids_CEO Gotta feel bad for the guy. Negative total returns since summer [----]. Its [----] and he quadrupling down 🤦 Were a month into [----] and the delta is already 11%"  
[X Link](https://x.com/Kevin_AGraham/status/2019034043296432406)  2026-02-04T13:03Z [----] followers, [---] engagements


"@abl_trader @garquake Yeah. $PRQ is held in some accounts. On its face the deal appears cheap. But the other side is selling for a reason. Regardless this deal pays back in two to three years at netbacks of $15-23/bbl. Dirt cheap for oil assets. @Kevin_AGraham @garquake 👍 https://t.co/1vZ6II5Q1i @Kevin_AGraham @garquake 👍 https://t.co/1vZ6II5Q1i"  
[X Link](https://x.com/Kevin_AGraham/status/2019388724212297940)  2026-02-05T12:32Z [----] followers, [---] engagements


"Feel bad for the $ARX.to fan boys Rough day. Did anyone sound the alarm Were there any signs 🫡 $ARX.TO permanent impairment of the equity cash flows will be forever be lower. So you can predict the future Kevin come on 😂 Lets talk about this in just [--] months. #oott #eft #com $ARX.TO permanent impairment of the equity cash flows will be forever be lower. So you can predict the future Kevin come on 😂 Lets talk about this in just [--] months. #oott #eft #com"  
[X Link](https://x.com/Kevin_AGraham/status/2019785657141674026)  2026-02-06T14:50Z [----] followers, [----] engagements


"@KramerKarma1 @trend_bullish I dont own silver. Ive advised family member who bought at $25 to sell when it went vertical. Historically when silver got this out of whack to gold (or oil) it was down 100% over the next [--] months. Most dangerous words in investing are: this time is different🍻"  
[X Link](https://x.com/Kevin_AGraham/status/2020320391189991530)  2026-02-08T02:14Z [----] followers, [---] engagements


"Its the one day a year my wife lets me wear a jersey 😂 🔥 #Seahawks"  
[X Link](https://x.com/Kevin_AGraham/status/2020602275916644356)  2026-02-08T20:54Z [----] followers, [----] engagements


"@trend_bullish"  
[X Link](https://x.com/Kevin_AGraham/status/2020641896830480475)  2026-02-08T23:32Z [----] followers, [---] engagements


"@AssetTraveller @Westpine613 @jleqc @garquake @mythmakrr What Nobody is looking in the rear view mirror here. The question was And so where's the puck going We see where it currently is. So this is looking forward at [----]. Numbers are right from RBC/company reports. The above analysis is precisely why ARX puked last week 👇"  
[X Link](https://x.com/Kevin_AGraham/status/2021062843903418502)  2026-02-10T03:25Z [----] followers, [---] engagements


"@Alex70848763197 @KoyfinCharts Agreed but few realize how sticky the Intuit business are. Seems similar to the mid 2000s when everyone said Apple was going to destroy Microsofts enterprise biz"  
[X Link](https://x.com/Kevin_AGraham/status/2021270317336007066)  2026-02-10T17:09Z [----] followers, [--] engagements


"Oh man $PEY.to pumped out a pathetic 147k boe/d in Januarylike they cant even grow And this worthless $2 trinket Already fetching [---] bucks on the black market. What a world 🤣 🚨New [--] Week High🚨 $PEY.to already up 15% YTD🔥🚀🔥 ✅Lowest FD&A Costs in ✅Lowest Cash Costs in ✅Highest Recycle Ratios for NG ✅Highest Margins (even for liquid co's) ✅Disciplined Hedging ✅LT Profitability & Dividends (going up) ✅The "experts" said they suck 🤣 https://t.co/86jqloilPd 🚨New [--] Week High🚨 $PEY.to already up 15% YTD🔥🚀🔥 ✅Lowest FD&A Costs in ✅Lowest Cash Costs in ✅Highest Recycle Ratios for NG"  
[X Link](https://x.com/Kevin_AGraham/status/2021926088625324303)  2026-02-12T12:35Z [----] followers, [----] engagements


"I dont always make good decisions. The first time she asked I said no but Im thankful she was persistent. 🎉 Celebrating [--] years🥂"  
[X Link](https://x.com/Kevin_AGraham/status/1759338742106538360)  2024-02-18T22:06Z [----] followers, 16.7K engagements


"$Pey.to [----] reserves 🧵 Peyto always answers these [--] key questions every year. Lets dive in 1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1759676291953938619)  2024-02-19T20:28Z [----] followers, 24.3K engagements


"🚨 Buffett going long oil indefinitely through ownership of $OXY - just like his Coke & AMEX investments. 🚨 $BRK owns 27.8% of the $OXY common + warrants. 😯 https://www.berkshirehathaway.com/letters/2023ltr.pdf https://www.berkshirehathaway.com/letters/2023ltr.pdf"  
[X Link](https://x.com/Kevin_AGraham/status/1761479162500383165)  2024-02-24T19:52Z [----] followers, 17.2K engagements


"I guess the reserve report was good 😂"  
[X Link](https://x.com/Kevin_AGraham/status/1762146245370384690)  2024-02-26T16:02Z [----] followers, [----] engagements


"👀 Victoria Secret down over 25% after hours. Go woke go broke. 😂"  
[X Link](https://x.com/Kevin_AGraham/status/1765529740532724179)  2024-03-07T00:07Z [----] followers, [----] engagements


"Isnt socialism amazing Canadian living standards are falling behind. https://t.co/QEKaav32jU Canadian living standards are falling behind. https://t.co/QEKaav32jU"  
[X Link](https://x.com/Kevin_AGraham/status/1767749285158822334)  2024-03-13T03:07Z [----] followers, [----] engagements


"We all know who peys the bills"  
[X Link](https://x.com/Kevin_AGraham/status/1772791275240010060)  2024-03-27T01:02Z [----] followers, [----] engagements


"Who is most indebted This is debt divided by each companies CF's in a blowdown scenario (stop drilling) with future cash flows discounted at 10%"  
[X Link](https://x.com/Kevin_AGraham/status/1774856365237793044)  2024-04-01T17:48Z [----] followers, 10.7K engagements


"I'm forced to report my monthly sales to the government. They always as me this question.😀"  
[X Link](https://x.com/Kevin_AGraham/status/1776295361532817585)  2024-04-05T17:06Z [----] followers, [----] engagements


"Is energy overvalued Despite terrible gas prices Peyto is up 28.6% YTD & STILL has an 8.5% dividend yield. 8.5% is a solid return in most years. Were still in the second inning. #com #spoiled #52weekhigh"  
[X Link](https://x.com/Kevin_AGraham/status/1777367667898241284)  2024-04-08T16:07Z [----] followers, [----] engagements


"2023 Gas Comps First Revenue. Yes higher liquids have higher revenue. [----] is a great year for compare companies as WTI avg was $77.64 & AECO avg was $2.78. Note: This data is normalized to provide apples to apples unhedged comps all non reoccurring costs excluded. 1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1777443071015219230)  2024-04-08T21:07Z [----] followers, 11.5K engagements


"👀 CAD falling off a cliff What does the BOC do 😬"  
[X Link](https://x.com/Kevin_AGraham/status/1778092256550903901)  2024-04-10T16:06Z [----] followers, 17.7K engagements


"2023 Oil Comps Revenue. This is total revenue divided by annual production. As before WTI averaged $77.64 & AECO averaged $2.78 last year. These are "realistic" prices that investors should likely plan on for the long run IMO. Note: These numbers are unhedged 1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1779287556418318467)  2024-04-13T23:16Z [----] followers, 12.2K engagements


"🚨 BREAKING: The entire revenue from the GST now just covers the interest on the debt 🚨"  
[X Link](https://x.com/Kevin_AGraham/status/1780595878937706775)  2024-04-17T13:55Z [----] followers, [----] engagements


"New [--] week high. Next stop $23"  
[X Link](https://x.com/Kevin_AGraham/status/1784984400473506243)  2024-04-29T16:33Z [----] followers, [----] engagements


"Loblaws boycott explained @truckdriverpleb https://t.co/iGYRS6d1JL @truckdriverpleb https://t.co/iGYRS6d1JL"  
[X Link](https://x.com/Kevin_AGraham/status/1785842249013551387)  2024-05-02T01:22Z [----] followers, [----] engagements


"#Natty demand up by [---] mcf/d starting tonight 🔥 🔥 🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1788768777108443265)  2024-05-10T03:11Z [----] followers, [----] engagements


"Goldman Sachs predicts an additional [---] bcf/d of NG is required to fuel new AI power consumption demand by [----]. Thats like adding another LNG facility every two years 🚀 🔥 🚀"  
[X Link](https://x.com/Kevin_AGraham/status/1794716981549293710)  2024-05-26T13:07Z [----] followers, 27.2K engagements


"Updated P/NAVs (Note: Nuances exist. For example - $BIR cannot fund it's future development capex from CFs)"  
[X Link](https://x.com/Kevin_AGraham/status/1798111964289188311)  2024-06-04T21:57Z [----] followers, 26.2K engagements


"Its time for a Guinness"  
[X Link](https://x.com/Kevin_AGraham/status/1816855636396683267)  2024-07-26T15:18Z [----] followers, [----] engagements


"@BeegJj @Merlice1 @jim_duffus I dont have any suggestions. For full disclosure I only own $PEY & $SU in size. I own small amounts of few small caps that arent worth mentioning. Ive been diversifying elsewhere & building cash. Not a good time to be offensive IMO"  
[X Link](https://x.com/Kevin_AGraham/status/1824116903951933656)  2024-08-15T16:12Z [----] followers, [---] engagements


"🚨New RBC Comp Data🚨 Keep an eye on the "CAPEX as % of Cash Flow". Ensure that CF is truly free. At strip $PEY will generate $836m in FCF pay $515m in dividends & pay down $321m in debt in 2024/25. A shareholder will almost get 1/3rd of the share price back in two years✅"  
[X Link](https://x.com/Kevin_AGraham/status/1825552789583573420)  2024-08-19T15:17Z [----] followers, [----] engagements


"🚨LNG Canada Update🚨 Gaschem Atlantic has arrived with refrigerants at Kitimat. With refrigerants "the process for flaring and startup procedures can proceed. With over [--] per cent of Phase [--] complete the project is on track to begin this month." https://www.terracestandard.com/local-news/lng-canada-awaits-refrigerant-shipment-ahead-of-startup-procedures-7485768 https://www.terracestandard.com/local-news/lng-canada-awaits-refrigerant-shipment-ahead-of-startup-procedures-7485768"  
[X Link](https://x.com/Kevin_AGraham/status/1826371911229878697)  2024-08-21T21:32Z [----] followers, [----] engagements


"👀 AECO $0.34/GJ Hedged producers should just shut in and buy their gas for (almost) free to fulfil contracts. Double their revenue per molecule 😂"  
[X Link](https://x.com/Kevin_AGraham/status/1826611146989994154)  2024-08-22T13:23Z [----] followers, 10.1K engagements


"How much is $PEY making on Cascade gas tonight at $964/MWh At $150/MWH they said they would have realized more than $10/GJ. So $65/GJ tonight 🔥 Maybe a cool $1m in NG sales just to Cascade today Thats a #gamechanger 🚀 🚀 🚀 At this moment 89% of Alberta's electricity is being produced by fossil fuels. Wind is at 6.9% of capacity and producing 3.7% of total generation while solar is at 0.0% of capacity and producing 0.00% of total generation. At the same time we are importing [---] MW or 6% https://t.co/p6SkZXVeaJ At this moment 89% of Alberta's electricity is being produced by fossil fuels."  
[X Link](https://x.com/Kevin_AGraham/status/1830460960814809225)  2024-09-02T04:21Z [----] followers, [----] engagements


"One year ago: - $PEY bought Repsol - $ARX started drilling at Attachie - $TOU (in Nov) bought Bonavista & recently $CR Relative performance since👇 1/x 🧵"  
[X Link](https://x.com/Kevin_AGraham/status/1832440155686498612)  2024-09-07T15:25Z [----] followers, 11.9K engagements


"What #COM investors say versus what they do. When oil is going up - I would love to buy more of what I own at a lower price." When oil goes lower - "No I'm good. Let's wait and see how this plays out.""  
[X Link](https://x.com/Kevin_AGraham/status/1832993271032803391)  2024-09-09T04:03Z [----] followers, [----] engagements


"$PEY.to hits a new [--] week high 🔥 Congrats all 🚀 Next stop $23 🚀"  
[X Link](https://x.com/Kevin_AGraham/status/1841845963113300061)  2024-10-03T14:21Z [----] followers, [----] engagements


"Congrats Another [--] week $PEY high Last month has been 🚀 🚀 🚀 up 16%"  
[X Link](https://x.com/Kevin_AGraham/status/1843303276953174275)  2024-10-07T14:52Z [----] followers, [----] engagements


"Or you could have purchased [-----] shares of $PEY.to for $150000 in [----]. Today that would be worth $1200000 & pay out $100000 of passive income per year. $8333/month. 🚀 🚀 🚀 ✅ Thats the goal A dividend portfolio worth $2000000 at a 5% yield will pay out roughly $100000 of passive income a year. $8333 a month. Thats the goal. A dividend portfolio worth $2000000 at a 5% yield will pay out roughly $100000 of passive income a year. $8333 a month. Thats the goal"  
[X Link](https://x.com/Kevin_AGraham/status/1844378949260136721)  2024-10-10T14:06Z [----] followers, [----] engagements


"Worried about the $4 gas price forecast from Scotia For some its already in the bank ✅ If you love natural gas then you're really going to love these eye popping price targets from Scotia. They expect AECO to average $4.00/mmbtu over 2025/2026. Just my view but these gas names don't look very cheap if the big jump in demand (weather LNG) doesn't materialize. 🤷♂ https://t.co/zV3qK8dwLz If you love natural gas then you're really going to love these eye popping price targets from Scotia. They expect AECO to average $4.00/mmbtu over 2025/2026. Just my view but these gas names don't look very"  
[X Link](https://x.com/Kevin_AGraham/status/1846724978005496247)  2024-10-17T01:28Z [----] followers, [----] engagements


"$PEY.to used to sell for $30-35/shr. Why was it worth double its current share price & what it would take to get back there 🤔 Great question Mike let's dig in. 🧵1/x @Kevin_AGraham Hey Kevin 👋 big fan of Pey and your love for the company. Just wondering if you could explain why [--] years ago it was double its current share price and if you believe it could get back up to $30-40/share and what it would take to get it there @Kevin_AGraham Hey Kevin 👋 big fan of Pey and your love for the company. Just wondering if you could explain why [--] years ago it was double its current share price and if"  
[X Link](https://x.com/Kevin_AGraham/status/1848133886871818400)  2024-10-20T22:47Z [----] followers, 31.4K engagements


"👀 $VRN down 13% already Another top pick of WTIbull in the 🚽 Like Cramer he never missed"  
[X Link](https://x.com/Kevin_AGraham/status/1851984269331304842)  2024-10-31T13:47Z [----] followers, 21.8K engagements


"$PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most prolific in recent years average production from wells brought on stream to date in [----] which are outperforming some of our previous (& best) programs by more than 25% 🚀🚀 1/x"  
[X Link](https://x.com/anyuser/status/1853649563565130079)  2024-11-05T04:04Z [----] followers, 10.8K 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](https://x.com/anyuser/status/1859434832842956973)  2024-11-21T03:13Z [----] followers, 21.6K engagements


"🚨 BREAKING NEWS 🚨 $PEY.to makes a new [--] week high 🚀 🔥 🚀 Congrats to fellow shareholders 🍻"  
[X Link](https://x.com/Kevin_AGraham/status/1859611027706380385)  2024-11-21T14:53Z [----] followers, 10.8K engagements


"Time to celebrate PEY day🥂 🚨 BREAKING NEWS 🚨 $PEY.to makes a new [--] week high 🚀 🔥 🚀 Congrats to fellow shareholders 🍻 https://t.co/CMi2Rz35X0 🚨 BREAKING NEWS 🚨 $PEY.to makes a new [--] week high 🚀 🔥 🚀 Congrats to fellow shareholders 🍻 https://t.co/CMi2Rz35X0"  
[X Link](https://x.com/Kevin_AGraham/status/1859736284694184201)  2024-11-21T23:10Z [----] followers, [----] engagements


"Can't Stop Won't Stop 🚀🔥🚀"  
[X Link](https://x.com/Kevin_AGraham/status/1875206730604511503)  2025-01-03T15:44Z [----] followers, [----] engagements


"$PEY New Deck Jan 3rd -Prod now 135k boe/d [---] yr PDP RLI & [--] yr 2P RLI (higher than peers) -Gas production of [---] mmcf/d -Infra of [---] bcf/d LOTS of capacity 1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1876740953584615711)  2025-01-07T21:21Z [----] followers, 12K engagements


"🤩 Wells Fargo on Natty 🤩 we arent kidding ourselves that [----] is going to be the best year for natural gas producers and investors 🔥 🔥 🔥 Exactly why I just bought more $PEY.to 🚀 🚀 🚀 $oih $pten $nbr $lbrt [---] #natgas rigs "too few" per Wells Fargo commentary - need higher rig count to meet LNG export/data center power demand https://t.co/gDg2RElbKv $oih $pten $nbr $lbrt [---] #natgas rigs "too few" per Wells Fargo commentary - need higher rig count to meet LNG export/data center power demand https://t.co/gDg2RElbKv"  
[X Link](https://x.com/Kevin_AGraham/status/1877507686780096966)  2025-01-10T00:08Z [----] followers, [----] engagements


"RBC on NG storage draw "Next week's report should show a drop in natural gas inventories to below average (5 year) for the first time in [---] days" "12-month natural gas futures are $3.99/mcf up $0.41/mcf from last week (higher than RBC's $3.50/mcf forecast)"🚀🔥🚀"  
[X Link](https://x.com/Kevin_AGraham/status/1880071058516042041)  2025-01-17T01:54Z [----] followers, [----] engagements


"Three insider buys this week at $PEY for $150k. CEO CFO & VP Production. Bullish 🔥🚀🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1882814959324983574)  2025-01-24T15:37Z [----] followers, [----] engagements


"$PEY.to monthly report is 🔥 🔥 🔥 Here are three highlights you dont want to miss: 1) For [----] Peyto has secured approximately $800 million in revenues from our hedges (both gas and NGLs) which management believes are insulated from the effect of potential US import tariffs. ✅ Ive been having private discussions with a few fellow investors about this interesting fact. JP explains👇 2) In most cases our basis or synthetic transport deals only require delivery to the local NGTL system and receive the downstream price less a fee/cost/basis. The markets where we physically deliver gas remain"  
[X Link](https://x.com/Kevin_AGraham/status/1886644051417686383)  2025-02-04T05:12Z [----] followers, 10.9K engagements


"Yes I am. Happy 23rd 😘 I dont always make good decisions. The first time she asked I said no but Im thankful she was persistent. 🎉 Celebrating [--] years🥂 https://t.co/FVOXpHco2b I dont always make good decisions. The first time she asked I said no but Im thankful she was persistent. 🎉 Celebrating [--] years🥂 https://t.co/FVOXpHco2b"  
[X Link](https://x.com/Kevin_AGraham/status/1891939755157250349)  2025-02-18T19:56Z [----] followers, [----] engagements


"Like a kid before Christmas I can hardly wait for tomorrow. Given YTD insider buying from CEO CFO VP drilling & VP production its going be 🔥 🚀 🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1892203355570593850)  2025-02-19T13:23Z [----] followers, [----] engagements


"$PEY.to monthly report out 🔥 🚀 🔥 JP highlights the 3.3x PDP recycle ratio -This mean for every BOE of production $PEY is able to find [---] more BOEs - Likely the highest in for [----] -Company best since [----] They also have the longest PDP reserve life index in"  
[X Link](https://x.com/Kevin_AGraham/status/1897090106445697449)  2025-03-05T01:01Z [----] followers, [----] engagements


"Craig Bryska CEO of $VRN on their Q4 conf call. The $WCP merger was announced [--] business days later. 🤔 Quick deal"  
[X Link](https://x.com/Kevin_AGraham/status/1899085465669800261)  2025-03-10T13:10Z [----] followers, 13.9K engagements


"🚨 $PEY.to generating massive FCF in 2025/26 🚨 [----] FCF = $653 million ($3.30sh) [----] FCF = $869 million ($4.39/sh) Total FCF = $1522 million ($7.69/sh - RBC current strip) Let's stop here for a second. $7.69/sh in FCF is over 50% of the current share price. AND this includes growth capex of approx. 10% in [----] & [----]. Let's continue: [----] Dividends = $261 million ($1.32/shr) [----] Dividends = $261 million ($1.32/shr) Total Base Dividends = $522 million ($2.64/shr) That leaves $1 billion dollars ($5.05/shr) leftover AFTER paying current base dividend in [----] & [----]. Probably $300m to debt"  
[X Link](https://x.com/Kevin_AGraham/status/1899305869810246125)  2025-03-11T03:46Z [----] followers, 12.5K engagements


"TD notes $PEY.to has $500m in under-utilized infrastructure to expand production. They stole Repsol for only $636m 🤣 Half cycle economics for years while LNG boom is on 🚀 🚀 🚀 Enjoy your dividends 🍻 This is why $pey $pey.to is a core holding for me 🌞 - PT C$20 - Buy - exciting infrastructure + low cash costs = High Margins - significant future drilling infrastructure - field performance improving - well hedged - paid to wait - large infrastructure expenditures unnecessary https://t.co/ynw7FKgw3w This is why $pey $pey.to is a core holding for me 🌞 - PT C$20 - Buy - exciting"  
[X Link](https://x.com/anyuser/status/1899893157938028774)  2025-03-12T18:40Z [----] followers, [----] engagements


"$PEY.to Q4 [----] Conf Call Highlights - JP opening comment "The MOST IMPORTANT takeaway is that we delivered on what we said we were going to do with the Repsol assets in late 2023."🎯 - Repsol Drilling Hedging & Production all covered below 🧵1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1900373474365088075)  2025-03-14T02:28Z [----] followers, [----] engagements


"Below is a comparison of what companies predicted they could find reserves for to what they actually found (or acquired) it for. Notes: - $PEY with massive outperformance. 2nd year in a row they have out performed predicted F&D cost. - Looks like costs/recoveries in the Montney aren't what they predicted - Many negative tech revisions in [----] - Only $PEY & $ARX came close to delivering what they said they would - $ARX did benefit from upward tech adjustments (better performance). Shareholders should be aware of this - [----] Predicted F&D costs are listed (far right). Who do you think will"  
[X Link](https://x.com/Kevin_AGraham/status/1903845935651893545)  2025-03-23T16:26Z [----] followers, 18.4K engagements


"Some people understand what the table below means for $PEY.to Others are finding out today 🍻 Below is a comparison of what companies predicted they could find reserves for to what they actually found (or acquired) it for. Notes: - $PEY with massive outperformance. 2nd year in a row they have out performed predicted F&D cost. - Looks like costs/recoveries in the https://t.co/WAOhg21I86 Below is a comparison of what companies predicted they could find reserves for to what they actually found (or acquired) it for. Notes: - $PEY with massive outperformance. 2nd year in a row they have out"  
[X Link](https://x.com/Kevin_AGraham/status/1904168621724844347)  2025-03-24T13:49Z [----] followers, [----] engagements


"NEW [--] week high"  
[X Link](https://x.com/Kevin_AGraham/status/1904563281433391537)  2025-03-25T15:57Z [----] followers, 11.9K engagements


"Don Gray is not messing around. Thats $3.6 million bought in the last month. 🚀 🔥 🚀 $PEY Peyto Exploration - Buy of [-----] shares for approx. $1260000 https://t.co/RW1IZmDrEe $PEY Peyto Exploration - Buy of [-----] shares for approx. $1260000 https://t.co/RW1IZmDrEe"  
[X Link](https://x.com/Kevin_AGraham/status/1907891936238727317)  2025-04-03T20:24Z [----] followers, [----] engagements


"Don Gray is soaking up the cheap shares from the nervous nellies. Now $6.3 million bought over the past month. $PEY.to 🫡 $PEY Peyto Exploration - Buy of [-----] shares for approx. $1453500 https://t.co/xCyI7qWhe6 $PEY Peyto Exploration - Buy of [-----] shares for approx. $1453500 https://t.co/xCyI7qWhe6"  
[X Link](https://x.com/Kevin_AGraham/status/1910130449370042544)  2025-04-10T00:39Z [----] followers, [----] engagements


"$PEY.to is now the only E&P green on the year 😬 (11% with dividends included) How many analysts had Peyto as their top pick a year ago"  
[X Link](https://x.com/anyuser/status/1910370164358705224)  2025-04-10T16:31Z [----] followers, [----] engagements


"This week the $VRN.to (formerly $CPG.to) saga officially comes to an end when they merge with $WCP.to Let's take a look back at their financial performance for the past [--] years and see what we can learn. 1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1921240533206245678)  2025-05-10T16:26Z [----] followers, 37.1K engagements


"$PEY.to been a rocket lately Will we break $20 today Earnings after close today 🔥 🚀 🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1922288408581251131)  2025-05-13T13:50Z [----] followers, [----] engagements


"$MEG is worth what the market will pay. And if you werent buying it last week before the $SCR offer you didnt think it was worth the current price either. Now according to the self proclaimed experts its worth much more"  
[X Link](https://x.com/Kevin_AGraham/status/1924228467778015383)  2025-05-18T22:19Z [----] followers, 12.2K engagements


"$PEY.to about to smash $20 Graham Capital is raising its PT to $25 ✅ Lowest F&D cost in ✅ Highest recycle ratios in ✅ Falling Opex ✅ Lowest Cash Costs in ✅ Strong hedge book ✅ Heavy insider buying ✅ Still unloved by analysts 🤣 🔥 🚀 🚀 🚀 🚀 🔥 $PEY.TO 💃🕺💃 TP 23$ https://t.co/McNmb2nR9C $PEY.TO 💃🕺💃 TP 23$ https://t.co/McNmb2nR9C"  
[X Link](https://x.com/Kevin_AGraham/status/1929961214928408584)  2025-06-03T17:59Z [----] followers, [----] engagements


"Profitability is the most important measure as an investor. Compounding (your) capital is the goal. Naturally this is my favorite slide in the $PEY.to deck Let's see how the E&Ps compared in [----] a year with record low gas prices. 1/x 🧵"  
[X Link](https://x.com/Kevin_AGraham/status/1931033668681888014)  2025-06-06T17:01Z [----] followers, [----] engagements


"Natty names at or about to break [--] week highs again🔥 🚀 🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1932144802889424896)  2025-06-09T18:36Z [----] followers, [----] engagements


"Knock knock whos there $20 Congrats to all shareholders 🍻"  
[X Link](https://x.com/Kevin_AGraham/status/1933178572904292710)  2025-06-12T15:04Z [----] followers, 19.5K engagements


"Cash delivered every month 🚀 🚀 🚀 Happy Dividend Day"  
[X Link](https://x.com/Kevin_AGraham/status/1945292386541998577)  2025-07-16T01:20Z [----] followers, [----] engagements


"No need to worry about continued low AECO pricing $PEY.to is significantly increasing its diversification to US hubs next year. (And has hedged 409mmcfd at $4) 🔥 🚀 🔥 Hedging & diversification for🥇 🏆"  
[X Link](https://x.com/Kevin_AGraham/status/1947363641323372804)  2025-07-21T18:30Z [----] followers, [----] engagements


"The Grahams are off to Paris today so were doing our part 🫡 Looking forward to catching up with friends & touring some breathtaking countryside. Mangez bien riez souvent aimez beaucoup Global airline seat capacity now at its high point of the year fueling record jet fuel consumption and travel numbers America China India Japan and most of Europe are all showing major growth YoY with smaller markets also adding capacity consistently year after year. 🛢💰 https://t.co/UC1AqnH6LG Global airline seat capacity now at its high point of the year fueling record jet fuel consumption and travel"  
[X Link](https://x.com/Kevin_AGraham/status/1949477412108226728)  2025-07-27T14:30Z [----] followers, [----] engagements


"$PEY.to Q2 Conf Call Highlights TLDR: We continue to cut costs increase margins drill very profitable wells and we're optimizing Sundance to further drive profitability Let's dive in 1/x🧵"  
[X Link](https://x.com/Kevin_AGraham/status/1956024152726405219)  2025-08-14T16:04Z [----] followers, 11.7K engagements


"Why are we still bullish on $PEY.to A 🧵 Let's let the numbers do the talking: 1) PEY has the highest dividend yield amongst all of the Intermediate/Senior NG producers in North America. 2) PEY is selling for a 15% FCF yield above the 10% average. (This means the share price would have to rise in order for the FCF to match the market avg) 3) P/CF and EV/DACF multiples are still below the Canadian averages. (Again this means the SP would have to rise just to meet the average multiple) 1/x"  
[X Link](https://x.com/Kevin_AGraham/status/1966552166644281741)  2025-09-12T17:19Z [----] followers, 10.1K engagements


"Still trying to understand what happened with $TOU.to Their recent update showed a substantial increase in capex coupled with lower forecasted production for 2026-2028 (see below). This is a marked reduction in efficiency & nobody on X seems to be talking about it. 1/x 🧵"  
[X Link](https://x.com/Kevin_AGraham/status/1968797730819477825)  2025-09-18T22:02Z [----] followers, 11.3K engagements


"@globalnews Nobody voted for this & no debate in the House of Commons. Carney doesnt speak for Canadians"  
[X Link](https://x.com/Kevin_AGraham/status/1969838803801301355)  2025-09-21T18:59Z [----] followers, [----] engagements


"NG Total Return YTD When you include dividends $PRQ is the clear winner $AAV $PEY and $NVA are closely tied for second place. Who will take home the 2025🏆 Canadian Natural Gas - Year to Date $TOU Tourmaline $ARX ARC Resources $BIR Birchcliff $PEY Peyto $AAV Advantage All have a little bit of catching up to do to get an Advantage. https://t.co/qpMlxBR9bc Canadian Natural Gas - Year to Date $TOU Tourmaline $ARX ARC Resources $BIR Birchcliff $PEY Peyto $AAV Advantage All have a little bit of catching up to do to get an Advantage. https://t.co/qpMlxBR9bc"  
[X Link](https://x.com/Kevin_AGraham/status/1974937577825448215)  2025-10-05T20:39Z [----] followers, [----] engagements


"Setup for Nat Gas is 🔥 🔥 🔥 ✅ Low oil prices ✅ LNG ramping ✅ Winter is coming ✅ Pipeline Maintenance almost over ✅ Interest rates ✅ Global demand ✅ Montney producers reporting declining cap efficiency & higher marginal costs Bill Peyto remains bullish 🔥 🚀 🔥"  
[X Link](https://x.com/Kevin_AGraham/status/1979165888365387878)  2025-10-17T12:41Z [----] followers, [----] engagements


"🚨 Winter is coming 🚨 If these CF numbers hold $PEY.to is likely to raise their dividend 50% to $2/share in early [----]. If the dividend yield stays at 7% the stock will run to $29/share. 👀 🔥 🚀 🔥 RBC price deck this weekend has some revealing comparative forward #s on key Nat gas names when looking at [----] IMO . $pey.to $arc.to $tou.to need to review after final budgets come out in Nov. https://t.co/lYYNJqVVDO RBC price deck this weekend has some revealing comparative forward #s on key Nat gas names when looking at [----] IMO . $pey.to $arc.to $tou.to need to review after final budgets come"  
[X Link](https://x.com/Kevin_AGraham/status/1980318850177724640)  2025-10-20T17:03Z [----] followers, 21.2K engagements


"👀 Lots of names will struggle to cover dividend at current WTI prices 👀 Who will be the first to cut Great Chart here from RBCCM Breakevens across coverage universe of Oil and gas Names Total Capital / Capital + dividends and Sustaining Capital $imo $xom $cnq $ath.to $tou $meg.to $su $cve $tve.to $bte $pey.to #com #oott $arx.to $fang $cop https://t.co/AA51rvZwLT Great Chart here from RBCCM Breakevens across coverage universe of Oil and gas Names Total Capital / Capital + dividends and Sustaining Capital $imo $xom $cnq $ath.to $tou $meg.to $su $cve $tve.to $bte $pey.to #com #oott $arx.to"  
[X Link](https://x.com/Kevin_AGraham/status/1980703844033323458)  2025-10-21T18:32Z [----] followers, 20.2K engagements


"🚨 New [--] Week High 🚨 Congrats $PEY.to shareholders 🔥 🚀 🔥 Lets Go [--] cents away🔥 🚀 🔥 https://t.co/EBNO2TNEX3 Lets Go [--] cents away🔥 🚀 🔥 https://t.co/EBNO2TNEX3"  
[X Link](https://x.com/Kevin_AGraham/status/1986870951447794046)  2025-11-07T18:58Z [----] followers, 12.6K engagements


"🚨Another [--] Week High 🚨 Congrats $PEY.to Shareholders🔥🚀🔥 🚨 New [--] Week High 🚨 Congrats $PEY.to shareholders 🔥 🚀 🔥 https://t.co/jE5UCKwNFr 🚨 New [--] Week High 🚨 Congrats $PEY.to shareholders 🔥 🚀 🔥 https://t.co/jE5UCKwNFr"  
[X Link](https://x.com/Kevin_AGraham/status/1988008234683424923)  2025-11-10T22:17Z [----] followers, [----] engagements


"$ATH.to & $PEY.to are battling it out for new [--] week highs today Lets go @RazorOil"  
[X Link](https://x.com/Kevin_AGraham/status/1989369750674395647)  2025-11-14T16:28Z [----] followers, [----] engagements


"🚨 Peyto Exploration - [--] bagger 🚨 $PEY.to the exclusive #NatGas name that prints dividends 💵 is now a [--] bagger over the past [--] years. 👏 Theyve Massively outperformed their capital intensive montney/deep basin peers $TOU.to & $ARX.to #valuationsmatter #valueinvesting"  
[X Link](https://x.com/Kevin_AGraham/status/1990210554326364572)  2025-11-17T00:09Z [----] followers, 10.8K engagements


"Let's take a look at $PEY.to Yup they have over [----] BOOKED locations as per independent reserve evaluator GLJ. There are no fictious locations in the Peyto deck. So instead of posting an apples to apples comparison he posts an apples to oranges comparison. 3/x"  
[X Link](https://x.com/Kevin_AGraham/status/1992694528655212798)  2025-11-23T20:39Z [----] followers, [---] engagements


"Reality of the situation is this: $TOU.to Booked Locations = [----] $PEY.to Booked Locations = [----] Given $TOU.to has [---] times more production $PEY.to actually has more BOOKED locations per boe of production. 4/x"  
[X Link](https://x.com/Kevin_AGraham/status/1992694541896544351)  2025-11-23T20:39Z [----] followers, [----] engagements


"It doesnt bother me at all. They are different companies with some geographic overlap. What bothers me is nonsense posts. Ive always said $TOU.to does a lot of things right. All Ive done is point out the valuation and value creation gap. That said I could probably more accurately spell out what they do right than the so called experts but anyway https://twitter.com/i/web/status/1992751985762967932 https://twitter.com/i/web/status/1992751985762967932"  
[X Link](https://x.com/Kevin_AGraham/status/1992751985762967932)  2025-11-24T00:27Z [----] followers, [---] engagements


"Back in Aug [----] value was in plain sight. Yet so many missed the boat. Since then $PEY.to has moved from $14.86 to $22.26/sh. It now trades at a 23% FCF yield. $TOU.to & $ARX.to have hardly moved. If $PEY had a 15% FCF yield the stock would be $34/sh 🫡 So coming back to the NG space I want a strong mgmt team I can trust. All three are very capable in that regard. So what does it cost you as an investor That is the share price. IMO you get 2x the value with $Pey.to "Price is what you pay value is what you get" 5/x https://t.co/p39rRW9gV3 So coming back to the NG space I want a strong mgmt"  
[X Link](https://x.com/Kevin_AGraham/status/1993312689968513378)  2025-11-25T13:35Z [----] followers, 13.2K engagements


"Seniors E&P's Those are some very skinny FCF yields for $TOU.to $ARX.to's EV/DACF is 38% lower than TOU. $WCP in the middle 2/3"  
[X Link](https://x.com/Kevin_AGraham/status/1995226539626320370)  2025-11-30T20:20Z [----] followers, [----] engagements


"@SteveWps Dollar cost averaging 🤣"  
[X Link](https://x.com/Kevin_AGraham/status/2014687039417901563)  2026-01-23T13:09Z [----] followers, [---] engagements


"@EnergyInvest0r @notjaso79646447 @ShaleTier7 Just dropping this off. Michael is likely talking about $BIR @Oliver_Trpcic Synthetic as in a year + netback deal. Swing swap from a financial monthly to a cash daily would definitely require forethought a risk budget and a pro at the switch - not all available at the average producer. AECO did some $3s this week. Trend is higher. https://t.co/eVIEc7M4JW @Oliver_Trpcic Synthetic as in a year + netback deal. Swing swap from a financial monthly to a cash daily would definitely require forethought a risk budget and a pro at the switch - not all"  
[X Link](https://x.com/Kevin_AGraham/status/2016511430430703956)  2026-01-28T13:59Z [----] followers, [---] engagements

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