[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, $tou, $arxto the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1400813693571538944/interactions)  - X Week XXXXXX +55% - X Month XXXXXX +34% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1400813693571538944/posts_active)  - X Week XX +12% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +13% ### Followers: XXXXX [#](/creator/twitter::1400813693571538944/followers)  - X Week XXXXX +0.47% - X Month XXXXX +1.30% - X Months XXXXX +12% - X Year XXXXX +25% ### CreatorRank: XXXXXXX [#](/creator/twitter::1400813693571538944/influencer_rank)  ### Social Influence [#](/creator/twitter::1400813693571538944/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$touto](/topic/$touto) #3, [$peyto](/topic/$peyto) #1, [$tou](/topic/$tou) #1, [$arxto](/topic/$arxto) #2, [$arx](/topic/$arx) 5.36%, [$pey](/topic/$pey) 5.36%, [$bir](/topic/$bir) 3.57%, [$imo](/topic/$imo) 3.57%, [dividend yield](/topic/dividend-yield) #6, [money](/topic/money) XXXX% **Top accounts mentioned or mentioned by** [@bubleqe](/creator/undefined) [@energyinvest0r](/creator/undefined) [@mythmakrr](/creator/undefined) [@westpine613](/creator/undefined) [@assettraveller](/creator/undefined) [@bb19043](/creator/undefined) [@nuggetcapital](/creator/undefined) [@merlice1](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@oilrambo](/creator/undefined) [@daverothwell8](/creator/undefined) [@stevewps](/creator/undefined) [@investorsfriend](/creator/undefined) [@cdnengyanalysis](/creator/undefined) [@garquake](/creator/undefined) [@jameshmackay](/creator/undefined) [@shaletier7](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@ysteve747](/creator/undefined) **Top assets mentioned** [Accelerant Holdings (ARX)](/topic/$arx) [Birake (BIR)](/topic/$bir) [Imperial Oil Limited (IMO)](/topic/$imo) [PARSIQ (PRQ)](/topic/$prq) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Baytex Energy Corp. (BTE)](/topic/$bte) [Exxon Mobil (XOM)](/topic/$xom) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Suncor Energy, Inc. (SU)](/topic/$su) [Copiosa Coin (COP2)](/topic/$cop) [FANG Token (FANG)](/topic/$fang) [Sable Offshore Corp. (SOC)](/topic/$soc) [Lululemon Athletica Inc (LULU)](/topic/$lulu) ### Top Social Posts [#](/creator/twitter::1400813693571538944/posts) --- Top posts by engagements in the last XX hours "@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 3425 followers, 1549 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 3427 followers, 11.3K 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 3425 followers, 6340 engagements "Sad to see $IMO go My first job offer was from IMO Sarnia 1936 garage fire in Allan SK" [X Link](https://x.com/Kevin_AGraham/status/1975648293922480590) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-07T19:43Z 3420 followers, 5441 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 3426 followers, 2521 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 3426 followers, XXX 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 3426 followers, XXX engagements "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 3429 followers, 6119 engagements "Some will say "But what about production growth" Let's examine that: RBC had Debt Adjusted Production Growth per FD Share as : $PEY.to = XX% $ARX.to = XX% $TOU.to = X% 3/x" [X Link](https://x.com/Kevin_AGraham/status/1966552173413605608) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-12T17:19Z 3429 followers, XXX 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 3429 followers, 7182 engagements "🚨 Winter is coming 🚨 If these CF numbers hold $PEY.to is likely to raise their dividend XX% to $2/share in early 2026. If the dividend yield stays at X% the stock will run to $29/share. 👀 🔥 🚀 🔥" [X Link](https://x.com/Kevin_AGraham/status/1980318850177724640) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-20T17:03Z 3430 followers, 20.5K engagements "👀 Lots of names will struggle to cover dividend at current WTI prices 👀 Who will be the first to cut" [X Link](https://x.com/Kevin_AGraham/status/1980703844033323458) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-21T18:32Z 3430 followers, 14.9K engagements "@VanIsleInvestor Total return $PEY is actually outperforming $BIR by X% YTD $PEY should trounce all of them into YE. Highest financial returns per share of any. Plus they are going to grow production by X% between now & the end of the year. 🍻" [X Link](https://x.com/Kevin_AGraham/status/1957201966888800404) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-08-17T22:04Z 3429 followers, XXX engagements "$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 3429 followers, 11K engagements "Here are the Senior NG E&P's & their comps to $PEY.to Arguably $ARX is getting more attractive here but the recent massive sell of on volume is disturbing. Why is smart (dumb) money selling 2/x" [X Link](https://x.com/Kevin_AGraham/status/1966552170259472675) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-12T17:19Z 3429 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 3429 followers, 1329 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 $XXXXX share price) 2/x" [X Link](https://x.com/Kevin_AGraham/status/1968797733939970345) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-09-18T22:02Z 3429 followers, 1889 engagements "$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 3429 followers, 1569 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 3429 followers, 4025 engagements "@LUV2SKIPOW No kidding. Stick with $LULU 😉" [X Link](https://x.com/Kevin_AGraham/status/1980799933826712052) [@Kevin_AGraham](/creator/x/Kevin_AGraham) 2025-10-22T00:54Z 3430 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, $tou, $arxto the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +55%
- X Month XXXXXX +34%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +12%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +13%
Followers: XXXXX #
- X Week XXXXX +0.47%
- X Month XXXXX +1.30%
- X Months XXXXX +12%
- X Year XXXXX +25%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXX% countries XXXX% fashion brands XXXX%
Social topic influence $touto #3, $peyto #1, $tou #1, $arxto #2, $arx 5.36%, $pey 5.36%, $bir 3.57%, $imo 3.57%, dividend yield #6, money XXXX%
Top accounts mentioned or mentioned by @bubleqe @energyinvest0r @mythmakrr @westpine613 @assettraveller @bb19043 @nuggetcapital @merlice1 @plutusofcrete89 @oilrambo @daverothwell8 @stevewps @investorsfriend @cdnengyanalysis @garquake @jameshmackay @shaletier7 @vanisleinvestor @rockcreekfreak @ysteve747
Top assets mentioned Accelerant Holdings (ARX) Birake (BIR) Imperial Oil Limited (IMO) PARSIQ (PRQ) Cenovus Energy Inc. (CVE) Baytex Energy Corp. (BTE) Exxon Mobil (XOM) Canadian Natural Resources Limited (CNQ) Suncor Energy, Inc. (SU) Copiosa Coin (COP2) FANG Token (FANG) Sable Offshore Corp. (SOC) Lululemon Athletica Inc (LULU)
Top Social Posts #
Top posts by engagements in the last XX hours
"@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 3425 followers, 1549 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 3427 followers, 11.3K 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 3425 followers, 6340 engagements
"Sad to see $IMO go My first job offer was from IMO Sarnia 1936 garage fire in Allan SK"
X Link @Kevin_AGraham 2025-10-07T19:43Z 3420 followers, 5441 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 3426 followers, 2521 engagements
"@ShaleTier7 @TeddyGambino @CouldBeMistaken @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Are you sure about that 🤠"
X Link @Kevin_AGraham 2025-10-19T00:23Z 3426 followers, XXX 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 3426 followers, XXX engagements
"Same Chart - Better Formatting Gas names are looking great 🔥🚀🔥"
X Link @Kevin_AGraham 2025-10-09T21:01Z 3429 followers, 6119 engagements
"Some will say "But what about production growth" Let's examine that: RBC had Debt Adjusted Production Growth per FD Share as : $PEY.to = XX% $ARX.to = XX% $TOU.to = X% 3/x"
X Link @Kevin_AGraham 2025-09-12T17:19Z 3429 followers, XXX 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 3429 followers, 7182 engagements
"🚨 Winter is coming 🚨 If these CF numbers hold $PEY.to is likely to raise their dividend XX% to $2/share in early 2026. If the dividend yield stays at X% the stock will run to $29/share. 👀 🔥 🚀 🔥"
X Link @Kevin_AGraham 2025-10-20T17:03Z 3430 followers, 20.5K engagements
"👀 Lots of names will struggle to cover dividend at current WTI prices 👀 Who will be the first to cut"
X Link @Kevin_AGraham 2025-10-21T18:32Z 3430 followers, 14.9K engagements
"@VanIsleInvestor Total return $PEY is actually outperforming $BIR by X% YTD $PEY should trounce all of them into YE. Highest financial returns per share of any. Plus they are going to grow production by X% between now & the end of the year. 🍻"
X Link @Kevin_AGraham 2025-08-17T22:04Z 3429 followers, XXX engagements
"$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 3429 followers, 11K engagements
"Here are the Senior NG E&P's & their comps to $PEY.to Arguably $ARX is getting more attractive here but the recent massive sell of on volume is disturbing. Why is smart (dumb) money selling 2/x"
X Link @Kevin_AGraham 2025-09-12T17:19Z 3429 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 3429 followers, 1329 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 $XXXXX share price) 2/x"
X Link @Kevin_AGraham 2025-09-18T22:02Z 3429 followers, 1889 engagements
"$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 3429 followers, 1569 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 3429 followers, 4025 engagements
"@LUV2SKIPOW No kidding. Stick with $LULU 😉"
X Link @Kevin_AGraham 2025-10-22T00:54Z 3430 followers, XXX engagements