# ![@Tonyforever2003 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1543254927220166658.png) @Tonyforever2003 Tonyforever

Tonyforever posts on X about dividend, $pbr, $acdc, $cnooc the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1543254927220166658/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543254927220166658/c:line/m:interactions.svg)

- [--] Week [---] +3,480%
- [--] Month [---] -94%
- [--] Months [------] -55%
- [--] Year [-------] -46%

### Mentions: [--] [#](/creator/twitter::1543254927220166658/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543254927220166658/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] -66%
- [--] Months [---] -9.60%
- [--] Year [---] -31%

### Followers: [-----] [#](/creator/twitter::1543254927220166658/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543254927220166658/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] +0.08%
- [--] Months [-----] +3.60%
- [--] Year [-----] +13%

### CreatorRank: undefined [#](/creator/twitter::1543254927220166658/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543254927220166658/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37% [stocks](/list/stocks)  25% [cryptocurrencies](/list/cryptocurrencies)  15% [countries](/list/countries)  13% [currencies](/list/currencies)  4% [travel destinations](/list/travel-destinations)  3% [technology brands](/list/technology-brands)  1%

**Social topic influence**
[dividend](/topic/dividend) 11%, [$pbr](/topic/$pbr) 11%, [$acdc](/topic/$acdc) 11%, [$cnooc](/topic/$cnooc) 11%, [$pbra](/topic/$pbra) 10%, [gold](/topic/gold) 9%, [$ec](/topic/$ec) 6%, [$xom](/topic/$xom) 6%, [stocks](/topic/stocks) 6%, [in the](/topic/in-the) 5%

**Top accounts mentioned or mentioned by**
[@agentsteviep](/creator/undefined) [@teddygambino](/creator/undefined) [@markikn](/creator/undefined) [@gloeschi](/creator/undefined) [@gawilson](/creator/undefined) [@secrets4stocks](/creator/undefined) [@rytetz29](/creator/undefined) [@leelichterman](/creator/undefined) [@seethetrees1](/creator/undefined) [@shedrills](/creator/undefined) [@kacperpkch](/creator/undefined) [@carpoolceo](/creator/undefined) [@jackprandelli](/creator/undefined) [@decentralizeddr](/creator/undefined) [@blackalex58](/creator/undefined) [@debragrobins](/creator/undefined) [@kingkong9888](/creator/undefined) [@mikefritzell](/creator/undefined) [@wallstcass](/creator/undefined) [@garicmoran](/creator/undefined)

**Top assets mentioned**
[PolkaBridge (PBR)](/topic/$pbr) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Ecopetrol S.A (EC)](/topic/$ec) [Exxon Mobil (XOM)](/topic/$xom) [Newmont Corporation (NEM)](/topic/$nem) [Hess Corp. (HES)](/topic/$hes) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [PAN American Silver Corp (PAAS)](/topic/$paas) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Validity (VAL)](/topic/$val) [Ninja Squad Token (NST)](/topic/$nst) [Conagra Brands Inc (CAG)](/topic/$cag) [FAME AI (FMC)](/topic/$fmc) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [CENTRAL FD CDA LTD CL A (CEF)](/topic/$cef) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Caught in 4K (4K)](/topic/$4k) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [SPDR GOLD ETF (GLD)](/topic/$gld) [Born in [--] (19)](/topic/$19) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"As the left chart (h/t @minenergybiz) shows many so-called silver miners are actually gold miners. The silver revenue of $PASS will rise to 55% after $MAG acquisition and reopening of Escobal mine. Based on valuation (right chart) $SVM and $PAAS are my primary silver play"  
[X Link](https://x.com/Tonyforever2003/status/1943842216944054585)  2025-07-12T01:17Z [----] followers, [----] engagements


"@Kacper_PK_CH It was my 2nd largest O&G position before the plunge in August [----]. Excluding dividend I am still 15% under the break-even level. $PXT is actually a well-run company. After it bought LLA-32 from $GPRK and became 100% owner in March [----] it has tripled the production rate"  
[X Link](https://x.com/Tonyforever2003/status/1991625996727177635)  2025-11-20T21:53Z [----] followers, [---] engagements


"@SFarringtonBKC @carpool_ceo $EC and a few other Colombia based oil companies (such as $PXT and $GPRK) took severe beating during the first few months the Petro administration. It appears that right wing will win in the election of [----]. Hopefully they will gain back some of the losses of 2022"  
[X Link](https://x.com/Tonyforever2003/status/2000017030595142091)  2025-12-14T01:36Z [----] followers, [---] engagements


"@Gloeschi It and $CDE are two of value destroyers. But both tend to outperform in the early phase of bull market"  
[X Link](https://x.com/Tonyforever2003/status/2022330330942964005)  2026-02-13T15:21Z [----] followers, [---] engagements


"@GaricMoran @Archie_155 I beg to differ. If it were so easy why your beloved $NEM has seen its per share production decline steadily in last 10+ years"  
[X Link](https://x.com/Tonyforever2003/status/1986267387042357534)  2025-11-06T03:00Z [----] followers, [--] engagements


"@jackprandelli You missed $PBR whose net income for Q3-2025 and Q3-2024 were $6.03 B and $5.87 B respectively. But its MC is only 15.6% of $XOM or 35.5% of $SHEL. @G_A_Wilson @DecentralizedDr @Secrets4stocks"  
[X Link](https://x.com/Tonyforever2003/status/1987395306112360816)  2025-11-09T05:42Z [----] followers, [---] engagements


"@insiwest @DecentralizedDr @jackprandelli @G_A_Wilson @Secrets4stocks Yeah. I added $PBR.A but dropped $EQNR and $E from the following comparison chart of P/E and P/FCF/"  
[X Link](https://x.com/Tonyforever2003/status/1987656377129742392)  2025-11-09T22:59Z [----] followers, [---] engagements


"@insiwest @DecentralizedDr @jackprandelli @G_A_Wilson @Secrets4stocks If you hold the preferred shares the last [--] month trailing dividend yield is 14%. Your carrying cost is positive (10% above the money market yield) while you are waiting for the sector and EM to become favored"  
[X Link](https://x.com/Tonyforever2003/status/1987662172894494975)  2025-11-09T23:22Z [----] followers, [--] engagements


"@G_A_Wilson @AnechoicMedia_ Man I should move to your neck of woods. I bet that home price and rent are also cheaper there than SoCal. Best of all we could talk about $PBR.A and $EC face to face on weekly or monthly basis"  
[X Link](https://x.com/Tonyforever2003/status/1987690472782082387)  2025-11-10T01:15Z [----] followers, [---] engagements


"@Agent_StevieP It was actually a goodwill to you. The stock that I buy often drops the next day while the one I sell often rises. Since you expressed interest in acquiring more $ACDC yesterday morning I thought I would help to make it go down today. But my indicator failed to work today"  
[X Link](https://x.com/Tonyforever2003/status/1988415827604107672)  2025-11-12T01:17Z [----] followers, [---] engagements


"@Agent_StevieP @cleanmoney86 A few days ago I thought the tax-loss harvesting of $ACDC was over. People who wanted to take loss likely had done so before October [--]. After this week's drop some people who bought it since October [--] may dump it. The good news is that there are not many shares to dump"  
[X Link](https://x.com/Tonyforever2003/status/1988767277362426056)  2025-11-13T00:34Z [----] followers, [---] engagements


"@theisabelb The (daily) average gold price in [----] was $270/oz. Your parent could be bought with [----] oz gold. Today that [----] oz gold is worthy $5.27 million. Measured in gold the value of your parent's house has dropped by 76%"  
[X Link](https://x.com/Tonyforever2003/status/1988771487780892884)  2025-11-13T00:50Z [----] followers, [---] engagements


"@calvinfroedge $VAL (aka $ANGPY) has the longest 2P reserve life index (left chart) and is the lowest cost producer among SA PGM miners (right chart). For this reason it did not drop as much as $SBSW and $IMPUY in [----] & [----]. My $ANGPY return has been the lowest among the three so far"  
[X Link](https://x.com/Tonyforever2003/status/1988797252199227598)  2025-11-13T02:33Z [----] followers, [---] engagements


"@Rytetz29 @Agent_StevieP @TeddyGambino Teddy will hate me for saying it but $ACDC has more upside potential than $TCW when the cycle turns"  
[X Link](https://x.com/Tonyforever2003/status/1989400672367001697)  2025-11-14T18:30Z [----] followers, [---] engagements


"@ChromeSub @Lee_Lichterman @davevermilion Did he use a gun or a hammer I seem to remember that he used a hummer"  
[X Link](https://x.com/Tonyforever2003/status/1989438976659505436)  2025-11-14T21:03Z [----] followers, [--] engagements


"@Lee_Lichterman The 401k contributions of employees in private sectors and state and local governments were not impacted by the shutdown. Many federal employees did not receive their paychecks in October. So their October 401k contribution will go into the market as they receive October pay"  
[X Link](https://x.com/Tonyforever2003/status/1989792085181124631)  2025-11-15T20:26Z [----] followers, [--] engagements


"@Lee_Lichterman Federal employees primarily save for retirement through the Thrift Savings Plan (TSP). If the military service members who received their payment in October are excluded here is an estimate of monthly contribution:"  
[X Link](https://x.com/Tonyforever2003/status/1989804059046654435)  2025-11-15T21:13Z [----] followers, [--] engagements


"@Lee_Lichterman @grok who are the owners and operators of the mine shown in the video https://x.com/Osint613/status/1990101938990727679 A mine collapsed in Kawama Lualaba in Democratic Republic of Congo trapping workers and killing at least [--] video from the site showed. https://t.co/13K1T5Bk5L https://x.com/Osint613/status/1990101938990727679 A mine collapsed in Kawama Lualaba in Democratic Republic of Congo trapping workers and killing at least [--] video from the site showed. https://t.co/13K1T5Bk5L"  
[X Link](https://x.com/Tonyforever2003/status/1990231899437146210)  2025-11-17T01:33Z [----] followers, [--] engagements


"@SprottMoney @BelkinReport Michael will probably be right. But Gold miners can do well if gold just stays here for next several months. The Q3 average spot price is $3459. The QTD average for Q4 so far is $4058. Of course if gold drops a few hundred dollars miners will definitely be dragged down"  
[X Link](https://x.com/Tonyforever2003/status/1990237265520726215)  2025-11-17T01:55Z [----] followers, [---] engagements


"@Mark_IKN Colombia in May [----]. And Brazil by the end of 2026"  
[X Link](https://x.com/Tonyforever2003/status/1990272357530046868)  2025-11-17T04:14Z [----] followers, [--] engagements


"@Rytetz29 @Agent_StevieP @TeddyGambino Are they as deeply undervalued as $ACDC and $TCW"  
[X Link](https://x.com/Tonyforever2003/status/1990607268925354335)  2025-11-18T02:25Z [----] followers, [--] engagements


"@Agent_StevieP @TeddyGambino Added more $ACDC which sets 52-week low today"  
[X Link](https://x.com/Tonyforever2003/status/1991582629825810871)  2025-11-20T19:01Z [----] followers, [--] engagements


"@TFMetals QTD average price of spot gold is $4059 which is $600 higher than the Q3 average price of $3459"  
[X Link](https://x.com/Tonyforever2003/status/1991741485214232594)  2025-11-21T05:32Z [----] followers, [---] engagements


"@Mark_IKN Q3 average price of gold is $3459. QTD it is $4059. The average price AISC of Q3 for the top [--] miners in $GDX is $1544. The AISC in Q4 will probably be $1600 due to royalty tax increase due to the $600 increase in gold. The Q4 AISC margin will be $2400 vs $1916 of Q3"  
[X Link](https://x.com/Tonyforever2003/status/1991919978900299978)  2025-11-21T17:21Z [----] followers, [----] engagements


"@Rytetz29 @Agent_StevieP It nearly always drops after I buy it. But it often rises when Landman buys it"  
[X Link](https://x.com/Tonyforever2003/status/1991923806391370125)  2025-11-21T17:36Z [----] followers, [--] engagements


"@Mark_IKN Some people just hate money"  
[X Link](https://x.com/Tonyforever2003/status/1991925084915921363)  2025-11-21T17:42Z [----] followers, [---] engagements


"@Rytetz29 @Agent_StevieP Since stock nearly always drops after I buy it I buy it multiple times. If I intend to buy [----] shares my first purchase is often 250-500 shares. In the case of $ACDC I have gone over my originally intended position size (since it has dropped much more than I expected)"  
[X Link](https://x.com/Tonyforever2003/status/1991939481730195884)  2025-11-21T18:39Z [----] followers, [---] engagements


"@TFMkts @JavierBlas While removing Maduro is nice Cuba & Russia are likely the primary targets of the massive naval asset in Caribbean Sea. The US will not tolerate any threat to shipping lanes of Florida channel & Caribbean Sea. A quiet way to force them back down w/o 2nd Cuba missile crisis"  
[X Link](https://x.com/Tonyforever2003/status/1991949118898651371)  2025-11-21T19:17Z [----] followers, [---] engagements


"@americas_silver Exactly A factor of 255949% increments in shares outstanding since the IPO of February [--] [----]. Long term action does say it all. @Mark_IKN @BlackAlex58"  
[X Link](https://x.com/Tonyforever2003/status/1991954248393990321)  2025-11-21T19:37Z [----] followers, [---] engagements


"@FWirkung @nastynastyelon @Agent_StevieP @parrafincontrol @rynokinsight All insider transactions since June [--] [----] have been purchases"  
[X Link](https://x.com/Tonyforever2003/status/1992018268279001537)  2025-11-21T23:52Z [----] followers, [---] engagements


"@Agent_StevieP At the present time the Wilks family controls about 70% of the votes (mainly via class B shares) but owns only 38% of $ACDC"  
[X Link](https://x.com/Tonyforever2003/status/1992021093515989152)  2025-11-22T00:03Z [----] followers, [---] engagements


"@Gloeschi In this recent panel discussion Marc Faber @gloomboomdoom said that platinum will trade at premium to gold at some point and suggested that platinum is very easy to be squeezed. https://www.youtube.com/watchv=Y0sFiYqOjfU https://www.youtube.com/watchv=Y0sFiYqOjfU"  
[X Link](https://x.com/Tonyforever2003/status/1992103268609311226)  2025-11-22T05:30Z [----] followers, [---] engagements


"@FWirkung @nastynastyelon @Agent_StevieP @parrafincontrol @rynokinsight The important thing is to hold $ACDC until next year when the tax-loss harvesting is over. When it runs it can go up very fast. It ran from $3.8 to nearly $6 from October [--] to November 3"  
[X Link](https://x.com/Tonyforever2003/status/1992342228635881798)  2025-11-22T21:19Z [----] followers, [---] engagements


"@Agent_StevieP The Wilks are pretty good timer. $ACDC had IPO on May [--] [----] by selling [--] M class-A shares at $18 per share for $288. Oil stocks peaked [--] weeks later. Largely because of acquisitions the [--] M A-shares has become [---] M at the end of Q3. It hit all-time low on Friday"  
[X Link](https://x.com/Tonyforever2003/status/1992824356649746754)  2025-11-24T05:15Z [----] followers, [---] engagements


"@DebraG_Robins @WVerily $AEM has plan for [---] M new Oz by [----]. While some will offset depletions $AEM will have 4+ Moz/year before then. Some new shareholders (generalists) do press management to show more growth which will likely speed up developing some new Oz. I doubt it is interested in $NST"  
[X Link](https://x.com/Tonyforever2003/status/1992833285026910226)  2025-11-24T05:50Z [----] followers, [--] engagements


"@GringoInvesting @GreyHairOpsGuy @TomLoughrey_LFE Shale usually recovers 10-12% of OOIP. The 20% gain in recovery presumably pushes the rate to 12-14% of OOIP"  
[X Link](https://x.com/Tonyforever2003/status/1992861482544181302)  2025-11-24T07:42Z [----] followers, [--] engagements


"@DebraG_Robins Not yet Debra. The XAU/Gold ratio needs to be move above the historical average of [----] for miners to be called as the new AI companies"  
[X Link](https://x.com/Tonyforever2003/status/1993144328701853803)  2025-11-25T02:26Z [----] followers, [---] engagements


"@JSE_Invest @calvinfroedge The insider signal from $CAG is not as strong as from $FMC"  
[X Link](https://x.com/Tonyforever2003/status/1993361903759114338)  2025-11-25T16:51Z [----] followers, [---] engagements


"@RazorOil After $CVE integrate $MEG the gap will widen again"  
[X Link](https://x.com/Tonyforever2003/status/1993458461557031172)  2025-11-25T23:15Z [----] followers, [---] engagements


"@KingKong9888 @DonDurrett Can they buy the shares in the list"  
[X Link](https://x.com/Tonyforever2003/status/1993945786883997696)  2025-11-27T07:31Z [----] followers, [---] engagements


"@Gloeschi $PhYS trades at 2% discount to its NAV. Purchasing shares at the discount while redeeming the metal at NAV allows the 2% discount to be arbitraged"  
[X Link](https://x.com/Tonyforever2003/status/1995681891027239122)  2025-12-02T02:30Z [----] followers, [---] engagements


"@Gloeschi The discount of $CEF is even larger than the discount of $PHYS"  
[X Link](https://x.com/Tonyforever2003/status/1995682438941749599)  2025-12-02T02:32Z [----] followers, [--] engagements


"@Agent_StevieP I think he was watching you pushing $ACDC around"  
[X Link](https://x.com/Tonyforever2003/status/1996268689470210507)  2025-12-03T17:21Z [----] followers, [--] engagements


"@Agent_StevieP I know it is you who move $ACDC today"  
[X Link](https://x.com/Tonyforever2003/status/1996294311202496986)  2025-12-03T19:03Z [----] followers, [---] engagements


"@Agent_StevieP So you're doing them a favor to walk the stock up You're a very kind man"  
[X Link](https://x.com/Tonyforever2003/status/1996302519170146596)  2025-12-03T19:36Z [----] followers, [--] engagements


"@TeddyGambino @Rocky46215911 @VanIsleInvestor Here is the total return of your first $TCW block that was bought on May [--] [----] as indicated in your pinned twit"  
[X Link](https://x.com/Tonyforever2003/status/1997221966072471855)  2025-12-06T08:29Z [----] followers, [---] engagements


"@DebraG_Robins If you are talking about your silver miners:"  
[X Link](https://x.com/Tonyforever2003/status/1998808323307745440)  2025-12-10T17:33Z [----] followers, [--] engagements


"@carpool_ceo We would be very lucky if $EC pays $0.85 for [----]. Keep in mind that dividend from Brazil will have 10% tax starting [----] while $EC has virtually zero dividend tax. If you are an US investor you probably should own your $PBR outside of your tax-deferred accounts"  
[X Link](https://x.com/Tonyforever2003/status/1999925157683712263)  2025-12-13T19:31Z [----] followers, [---] engagements


"@EconomicAlpha @MineraAlamos Did he run $USAS to ground by acquiring the Relief Canyon mine through its merger with Pershing Gold Corporation"  
[X Link](https://x.com/Tonyforever2003/status/2001566361827561913)  2025-12-18T08:13Z [----] followers, [--] engagements


"@Gloeschi Do 20% moves in both palladium and platinum in [--] trading days indicate any short squeeze"  
[X Link](https://x.com/Tonyforever2003/status/2001567394582720636)  2025-12-18T08:17Z [----] followers, [--] engagements


"@BlackAlex58 @Mark_IKN Is he the same guy who bought the Relief Canyon mine and ran $USAS to ground Thanks to @BlackAlex58 for the comments on the guy whom Blasutti hired as GM to turn Relief Canyon around. I exited $USAS profitably in next few days. Alex helped me to avoid subsequent 92% draw down"  
[X Link](https://x.com/Tonyforever2003/status/2001863672189321555)  2025-12-19T03:54Z [----] followers, [--] engagements


"@BruceIkeGold Don't forget the 13% value added tax for the price quoted on Chinese exchanges. $SVM produces and sells silver in China. The screenshot is from its FY [----] MDA"  
[X Link](https://x.com/Tonyforever2003/status/2004596714456711609)  2025-12-26T16:54Z [----] followers, [---] engagements


"@Kacper_PK_CH If you want the USD version you can use $ANGPY which tracks 1/6 of $VAL.JO"  
[X Link](https://x.com/Tonyforever2003/status/2005504463986168121)  2025-12-29T05:01Z [----] followers, [--] engagements


"@JSE_Invest I do not have any position on $JD. But this video on the craziness of silver buying in China mentioned that some JD customers complained about fake silver sold by $JD. https://www.youtube.com/watchv=x_n4TZx-oHM https://www.youtube.com/watchv=x_n4TZx-oHM"  
[X Link](https://x.com/Tonyforever2003/status/2006060282720764387)  2025-12-30T17:50Z [----] followers, [---] engagements


"@BlackAlex58 @jtourzan Like in the case of Jerritt Canyon Gold Mine Eric Sprott could always sell it to $AG. If $AG continues to suspend the mining operations of Jerritt Canyon in [----] when gold is above $4k it will show how good a salesman ES is"  
[X Link](https://x.com/Tonyforever2003/status/2006485400953696597)  2025-12-31T21:59Z [----] followers, [---] engagements


"@MBAeconomics1 @SeanMar08021558 @SemperVigilant1 Ag Q3: $39.54 Q4: $55.48. Au Q3: $3458.1 Q4: $4157.6"  
[X Link](https://x.com/Tonyforever2003/status/2006936501314355614)  2026-01-02T03:52Z [----] followers, [----] engagements


"@Agent_StevieP @TeddyGambino Look forward to watching you dance with your GFs in public when it hits $7.5 by June 30"  
[X Link](https://x.com/Tonyforever2003/status/2007187531352494511)  2026-01-02T20:29Z [----] followers, [--] engagements


"@John_S_Pierce @TeddyGambino He is insured when he sets aside money for strippers"  
[X Link](https://x.com/Tonyforever2003/status/2007205912591905267)  2026-01-02T21:42Z [----] followers, [--] engagements


"@carpool_ceo Fundamentally (not psychologically) unlikely much impact in medium (5 years or shorter) term. Give this November [--] interview a listen. https://clearcommodity.net/podcasts/oil-ground-up/whats-at-stake-with-venezuelas-oil-industry-as-us-military-activities-escalate https://clearcommodity.net/podcasts/oil-ground-up/whats-at-stake-with-venezuelas-oil-industry-as-us-military-activities-escalate"  
[X Link](https://x.com/Tonyforever2003/status/2007531759295181032)  2026-01-03T19:17Z [----] followers, [---] engagements


"@NeilRingdahl Do not forget about $FNV"  
[X Link](https://x.com/Tonyforever2003/status/2008237056988987831)  2026-01-05T18:00Z [----] followers, [---] engagements


"@seethetrees1 @DonaldW60852684 @Market_Sherpa If anything that is negative for $NEM it is its flat production profile in next few years. $AEM which has a higher valuation has [---] MOz new ounces in its line of the sight. Some of the new ounces will be used to offset the decline. D$AEM should be reached to 4MOz production"  
[X Link](https://x.com/Tonyforever2003/status/2010348019271807251)  2026-01-11T13:48Z [----] followers, [---] engagements


"@DonaldW60852684 @seethetrees1 @Market_Sherpa Membership of S&P [---] is unique to $NEM among all PM miners. As the market capitalization of the sector increase $NEM will enjoy more S&P [---] index buying"  
[X Link](https://x.com/Tonyforever2003/status/2010441723210838512)  2026-01-11T20:00Z [----] followers, [--] engagements


"@FordWealth Total returns of $LTPZ vs $GLD in [--] (left) and [--] (right) years"  
[X Link](https://x.com/Tonyforever2003/status/1703080941592494096)  2023-09-16T16:18Z [----] followers, [---] engagements


"@FordWealth @agnostoxxx I screwed entry points for $ANGPY. After added it in September and November [----] when $AAL.L sold 5.3% and 6.6% I thought I could buy more at lower price as the demerger happened. It and the sale of final 20% in September had no significant impact on price. I end up chasing it"  
[X Link](https://x.com/Tonyforever2003/status/1986254265527247345)  2025-11-06T02:08Z [----] followers, [---] engagements


"@pmbug @jordymok @Sorenthek Because of expense and management fee the number of oz of silver per share goes down with time"  
[X Link](https://x.com/Tonyforever2003/status/2016489271356752153)  2026-01-28T12:31Z [----] followers, [--] engagements


"@SamsonLi7 @MikeFritzell $CNOOC seems to have several good assets in Guyana with $XOM & $HES and in Brazil with $PBR. If I were allowed to own it I would have bought it awhile ago. Have you noticed the huge spread in its stock price between Hong Kong and Shanghai"  
[X Link](https://x.com/Tonyforever2003/status/1690900529508143104)  2023-08-14T01:37Z [----] followers, [---] engagements


"@SamsonLi7 @MikeFritzell If were a fund manager in China it would have been a no brainer to sell my CNOOC on SSE and buy it on HKSE with CNY. Even if the spread does not close I would make 54% more in dividend on the same security by going to HKSE"  
[X Link](https://x.com/Tonyforever2003/status/1690904068041162754)  2023-08-14T01:51Z [----] followers, [---] engagements


"@Secrets4stocks $CNOOC has some good joint project with $XOM/$HES and $PBR"  
[X Link](https://x.com/Tonyforever2003/status/1739738066317902049)  2023-12-26T20:00Z [----] followers, [---] engagements


"In November [----] $CNOOC paid $1.9 B to $PBR to increase its share of Buzios field by another 5%. That transaction valued the 89% of $PBR's ownership at $34 B. Imagine the volume with an area of [---------] m2 and a thickness up to [---] m (chart from @BurggrabenH )"  
[X Link](https://x.com/Tonyforever2003/status/1744429169323495507)  2024-01-08T18:41Z [----] followers, [----] engagements


"@wallstcass @leomironov @MikeFritzell You are lucky that you can buy $CNOOC. I want to buy it but can not"  
[X Link](https://x.com/Tonyforever2003/status/1745190704375291965)  2024-01-10T21:07Z [----] followers, [--] engagements


"@KoyfinCharts The FCF/EV yield of $PYPL is a small potato when compared with $PBR or $CNOOC"  
[X Link](https://x.com/Tonyforever2003/status/1757866276234662081)  2024-02-14T20:35Z [----] followers, [----] engagements


"@KingKong9888 @OliverRolle EV in the west is probably dead and will likely be a niche market. Besides gold miners consider owning some oil stocks. $CNOOC which the US individuals and institutions cannot own is cheap and has a strong management. . Transcript of Louis-Vincent Gave interview:"  
[X Link](https://x.com/Tonyforever2003/status/1758171997186769311)  2024-02-15T16:50Z [----] followers, [---] engagements


"@SheDrills To buy Guyana interest of $HES I assume both $CNOOC and $XOM would have to buy the entire company"  
[X Link](https://x.com/Tonyforever2003/status/1762253818375680422)  2024-02-26T23:10Z [----] followers, [---] engagements


"@SheDrills @TraceyRyniec $CNOOC has 8% TTM dividend yield"  
[X Link](https://x.com/Tonyforever2003/status/1762274595187610047)  2024-02-27T00:32Z [----] followers, [---] engagements


"@SheDrills @TraceyRyniec I just listened to an interview of @agnostoxxx who mentioned that $CNOOC and PetroChina are two top performing stocks on stock exchanges of Hong and Shanghai"  
[X Link](https://x.com/Tonyforever2003/status/1762275710058779045)  2024-02-27T00:37Z [----] followers, [--] engagements


"@SheDrills @PBeefcorn If $XOM and $CNOOC win the arbitration will the entire $HES be purchased by the two companies Presumably $HES will not sell the Guyana property alone"  
[X Link](https://x.com/Tonyforever2003/status/1778893005984051493)  2024-04-12T21:08Z [----] followers, [---] engagements


"@wallstcass $CNOOC trades in Hong Kong at 39% discount to that in Shanghai. It is kind of sad that I cannot buy it. But I feel better that both $PBR.A and $EC are more attractively priced than $CNOOC"  
[X Link](https://x.com/Tonyforever2003/status/1784656409482911862)  2024-04-28T18:50Z [----] followers, [---] engagements


"@archerong1 @wallstcass On YTD basis it is kicking the asses of $PBR.A $EC and $XOM"  
[X Link](https://x.com/Tonyforever2003/status/1788812971357127050)  2024-05-10T06:07Z [----] followers, [---] engagements


"@ArrakisGlobal $GLNCY has ADR fees. Buying $GLEN (which incurs FOREX expense) might be a better choice if you are going to hold it for a few years. I have some $HCHDF which I may sell it as $HOC on LSE at some stages and use the money to buy $GLEN"  
[X Link](https://x.com/Tonyforever2003/status/1894129829101940785)  2025-02-24T20:58Z [----] followers, [---] engagements


"@Dream_S14 @Mark_IKN $LUGDF did not start to trade on OTC until [----]. Here is a comparison with the Canadian ticker $LUG which had a total return of 1742% vs 2302% of AEM from 01/03/2000 to 08/04/2025. Note that the return of $LUG is measured in $CAD while the others are in USD"  
[X Link](https://x.com/Tonyforever2003/status/1952525720598777929)  2025-08-05T00:23Z [----] followers, [--] engagements


"In the entire history of XAU index its ratio to gold averages [----]. The low of the ratio is [----] in January [----]. It is [----] now. If the ratio returns to the historical average miners will need to outperform gold by 140%. The outperformance will come in next few years"  
[X Link](https://x.com/Tonyforever2003/status/1952809369676202117)  2025-08-05T19:10Z [----] followers, [---] engagements


"@Kacper_PK_CH Even though $PXT has 55% of ownership of LLA-34 $GPRK is the operator. My guess is that $PXT believe it could run LLA-34 better and achieve "operational synergies" from overlapping assets such as Cabrestero which lead to $9.00 cash offer for $GPRK"  
[X Link](https://x.com/Tonyforever2003/status/1991631757045837858)  2025-11-20T22:16Z [----] followers, [--] engagements


"@LandryLuc4 Where is $TOT It had total returns of 37.8% and [--.%] in the periods 12/31/2024-12/31/2025 and 06/27/2025-12/31/2025 respectively"  
[X Link](https://x.com/Tonyforever2003/status/2006965944757924115)  2026-01-02T05:49Z [----] followers, [--] engagements


"@TommyDeepwater S&P had a field NPV estimate for Venus 1-X in December. $AOIFF indirectly owns 6.2% of the Venus. $AOIFF will likely sell the interest once the resource and reserve are delineated"  
[X Link](https://x.com/Tonyforever2003/status/1667256426794975232)  2023-06-09T19:44Z [----] followers, [---] engagements


"@G_A_Wilson @staunovo Canadian heavy crude will benefit from the setback of Pemex. The spread between WTI and WCS already narrowed to $10.60/bbl on Friday. If the production loss persists even $EC can re-route some of its heavy oil to either Mexico or the US"  
[X Link](https://x.com/Tonyforever2003/status/1677929771572015104)  2023-07-09T06:36Z [----] followers, [----] engagements


"@taobanker @KramerKarma1 @tommacinnis A better time to issue equity was the 2nd half of [----] (in retrospect). Since the management owns 1/4 of the company I supposed there were some reasons they did not do in [----]. $YGR is perceived to be a gas heavy producer"  
[X Link](https://x.com/Tonyforever2003/status/1716173805369102522)  2023-10-22T19:24Z [----] followers, [---] engagements


"@InvResDynamics @KingKong9888 Agreed. But $NEM will be among the first few gold stocks that institutions will buy when the PM sector takes off. It is the only gold stock in S&P 500"  
[X Link](https://x.com/Tonyforever2003/status/1755614004566011996)  2024-02-08T15:26Z [----] followers, [---] engagements


"@BuyCheapNPray @Tommax65 If you buy $PBR.A now and hold it through December you will have $0.94 dividend coming"  
[X Link](https://x.com/Tonyforever2003/status/1864067110630211748)  2024-12-03T22:00Z [----] followers, 13.7K engagements


"@joshyoung @Blackjack155361 Your chart seems to have ignore dividend. Here are the total returns of $XLE $OIH and $PSCE vs the WTI spot from January [--] [----] to January [--] [----]. $XLE beats WTI"  
[X Link](https://x.com/Tonyforever2003/status/1875977220923220254)  2025-01-05T18:46Z [----] followers, [---] engagements


"The May [--] dividend payment of $PBR and $PBR.A has been fixed. The net amount is $0.125179 per ADR share"  
[X Link](https://x.com/anyuser/status/1927057232530669657)  2025-05-26T17:40Z [----] followers, [----] engagements


"The payment in USD for the 2nd installment of the Q1 dividend for $PBR and $PBR.A has been fixed. An amount of $0.130497 per ADR share will be paid on June 27"  
[X Link](https://x.com/anyuser/status/1937205797081219551)  2025-06-23T17:47Z [----] followers, [----] engagements


"RT @BurggrabenH: Buy what China is buying Simon White at Bloomberg published an outstanding blog on gold with some killer slides that I s"  
[X Link](https://x.com/anyuser/status/1941263717120999897)  2025-07-04T22:31Z [----] followers, [--] engagements


"Here is a great road map of asset allocation as a function of inflation rate from Michael Howell @crossbordercap. I screen captured it from an interview of him"  
[X Link](https://x.com/Tonyforever2003/status/1952171191269216709)  2025-08-04T00:54Z [----] followers, [----] engagements


"The first installment of the Q1 dividend of $PBR and $PBR.A to be paid on August [--] has been fixed. The net amount after 15% tax and ADR fee is $0.135929 per ADR share"  
[X Link](https://x.com/anyuser/status/1958566637961175162)  2025-08-21T16:27Z [----] followers, [----] engagements


"The 2nd installment of the Q1 dividend of $PBR and $PBR.A to be paid on September [--] has been fixed. The next amount after dividend fee and 15% tax on return of equity interest is $0.156549"  
[X Link](https://x.com/anyuser/status/1970507903594569883)  2025-09-23T15:17Z [----] followers, [----] engagements


"At time mark of 33:15 of this recent interview with legendary investor and fund manager Peter Lynch he said: ".we bought some gold stocks when people hated gold" https://youtu.be/YIlurDigZcYt=1996 https://youtu.be/YIlurDigZcYt=1996"  
[X Link](https://x.com/anyuser/status/1976148865800896573)  2025-10-09T04:52Z [----] followers, [---] engagements


"@GaricMoran Based on what you said the management of $NEM must have been really incompetent. Even with the acquisition of Goldcorp. and Newcrest it has not been able to grow its per share gold oz. production for many years"  
[X Link](https://x.com/Tonyforever2003/status/1986280482791936101)  2025-11-06T03:52Z [----] followers, [---] engagements


"The first installment of the Q2 dividend of $PBR and $PBR.A to be paid on December [--] has been fixed. The net amount is $0.100746 per ADR share after tax and fee"  
[X Link](https://x.com/Tonyforever2003/status/1993101733648908525)  2025-11-24T23:37Z [----] followers, [----] engagements


"@seethetrees1 So as the percentage of PF you have 11% in $BTG and $5% in $BTO If yes it appears that you added a lot in the last few days of the year"  
[X Link](https://x.com/Tonyforever2003/status/2006963968884293838)  2026-01-02T05:41Z [----] followers, [---] engagements


"@seethetrees1 You mean $CNQ (not $CNG)"  
[X Link](https://x.com/Tonyforever2003/status/2008223726366847243)  2026-01-05T17:07Z [----] followers, [---] engagements

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