# ![@UndervaluedOnG Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1359353555270967299.png) @UndervaluedOnG JSG

JSG posts on X about stocks, $wcp, $cve, $cpg the most. They currently have [-------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1359353555270967299/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359353555270967299/c:line/m:interactions.svg)

- [--] Week [------] +172%
- [--] Month [------] -4.50%
- [--] Months [-------] -51%
- [--] Year [-------] +29%

### Mentions: [--] [#](/creator/twitter::1359353555270967299/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359353555270967299/c:line/m:posts_active.svg)

- [--] Month [--] -21%
- [--] Months [---] +13%
- [--] Year [---] +63%

### Followers: [-------] [#](/creator/twitter::1359353555270967299/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359353555270967299/c:line/m:followers.svg)

- [--] Week [-----] +0.11%
- [--] Month [-----] +0.43%
- [--] Months [-----] +1.50%
- [--] Year [-----] +12%

### CreatorRank: undefined [#](/creator/twitter::1359353555270967299/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1359353555270967299/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [nfl](/list/nfl)  [travel destinations](/list/travel-destinations)  [exchanges](/list/exchanges) 

**Social topic influence**
[stocks](/topic/stocks), [$wcp](/topic/$wcp), [$cve](/topic/$cve), [$cpg](/topic/$cpg), [$erf](/topic/$erf), [$vrn](/topic/$vrn), [oil](/topic/oil), [market](/topic/market), [$meg](/topic/$meg), [$xom](/topic/$xom)

**Top accounts mentioned or mentioned by**
[@shaletier7](/creator/undefined) [@nuggetcapital](/creator/undefined) [@teddygambino](/creator/undefined) [@roryjohnston](/creator/undefined) [@beegjj](/creator/undefined) [@razoroil](/creator/undefined) [@bubleqe](/creator/undefined) [@ericnuttall](/creator/undefined) [@trendbullish](/creator/undefined) [@psworldwide13](/creator/undefined) [@volkomm](/creator/undefined) [@chooseyourwow](/creator/undefined) [@colesmead](/creator/undefined) [@gugo907](/creator/undefined) [@zorzee](/creator/undefined) [@bdepardell](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@stevewps](/creator/undefined) [@ibbinvest](/creator/undefined) [@hfiresearch](/creator/undefined)

**Top assets mentioned**
[Cenovus Energy Inc. (CVE)](/topic/$cve) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [Enerplus Corporation (ERF)](/topic/$erf) [Veren Inc. (VRN)](/topic/$vrn) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Scroll (SCR)](/topic/$scr) [Accelerant Holdings (ARX)](/topic/$arx) [Suncor Energy, Inc. (SU)](/topic/$su) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [The Sandbox (SAND)](/topic/$sand) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Joystream (JOY)](/topic/$joy) [BHP Group Limited (BHP)](/topic/$bhp) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Selfkey (KEY)](/topic/$key) [California Resources Corporation (CRC)](/topic/$crc) [EOG Resources Inc (EOG)](/topic/$eog) [BP p.l.c. (BP)](/topic/$bp) [PEMBINA PIPELINE CORPORATION (PBA)](/topic/$pba) [FORTUNA Silver Mines Inc. (FSM)](/topic/$fsm) [VALE S.A. (VALE)](/topic/$vale) [Arc (ARC)](/topic/$arc) [Duke Energy Corp (DUK)](/topic/$duk) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Enbridge, Inc (ENB)](/topic/$enb) [Magellan Midstream Partners, LP. (MMP)](/topic/$mmp) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [Copiosa Coin (COP2)](/topic/$cop) [Devon Energy Corp (DVN)](/topic/$dvn) [Diamondback Energy Inc (FANG)](/topic/$fang) [Born in [--] (19)](/topic/$19) [Crescent Energy Company (CRGY)](/topic/$crgy) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Mach Natural Resources LP (MNR)](/topic/$mnr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I make the other assumptions on g&a interest opex etc"  
[X Link](https://x.com/UndervaluedOnG/status/1368733419757309957)  2021-03-08T01:20Z [----] followers, [--] engagements


"I just initiated a position in $SDE $DALXF great balance sheet promising cash flow at strip"  
[X Link](https://x.com/UndervaluedOnG/status/1372253723553116167)  2021-03-17T18:29Z [----] followers, [--] engagements


"+2750 for the day. Driven by $ERF [--] week high. Nothing wrong with making some of those unrealized gains realized. There was also some #tradethevol $CPG $GXE"  
[X Link](https://x.com/UndervaluedOnG/status/1372345140682108934)  2021-03-18T00:32Z [----] followers, [--] engagements


"I always have below market limit orders open. Screwy things can happen at market open sometimes. Take $KEY $KEYUF today. I had [--] shares bought at [--] which I turned around and sold a minute or [--] later at 20+. Grind out those gains"  
[X Link](https://x.com/UndervaluedOnG/status/1375094781567729666)  2021-03-25T14:38Z [----] followers, [--] engagements


"Nice price action from $FRHLF $FRU.to did I miss some news or pre earnings run up"  
[X Link](https://x.com/UndervaluedOnG/status/1391824759076360195)  2021-05-10T18:37Z [----] followers, [--] engagements


"Current $gxe $GENGF share count above 100k. Accumulating on dips"  
[X Link](https://x.com/UndervaluedOnG/status/1415342115442368518)  2021-07-14T16:07Z [----] followers, [--] engagements


"+3414 for 8/19. I continue to gradually increase my portfolio exposure to equities specifically oil & precious metals. Selling bonds & preferred for nice gains to do so"  
[X Link](https://x.com/UndervaluedOnG/status/1428569810531725312)  2021-08-20T04:09Z [----] followers, [--] engagements


"+1058 for 8/25. Took advantage of otc market inefficiency as I had a way out of money limit order execute for $tve $tneyf bought the same shares back minutes later for [--] cents cheaper"  
[X Link](https://x.com/UndervaluedOnG/status/1430759523438956551)  2021-08-26T05:10Z [----] followers, [--] engagements


"Q4 [--] buyback activity for $erf $wcp $cpg good to see $cpg active eh @Tsxman 3+% is great to see. $su $arc $cve $cnrl December numbers yet to hit SEDI"  
[X Link](https://x.com/UndervaluedOnG/status/1478797943968866311)  2022-01-05T18:37Z [----] followers, [--] engagements


"A Happy Divi-day to All $arc $wcp $fru $key $sru $pba $o $nwh"  
[X Link](https://x.com/UndervaluedOnG/status/1483926445302980615)  2022-01-19T22:16Z [----] followers, [--] engagements


"Current equity portion of my portfolio as of 1/21. Weighting by cost basis $fsm $fvi $wcp $spgyf $cpg $gxe $gengf $ftco $fru $frhlf"  
[X Link](https://x.com/UndervaluedOnG/status/1485262687261106176)  2022-01-23T14:46Z [----] followers, [--] engagements


"$arc $wcp $su $cpg $cve $cnrl Final Q4 buybacks as a % of float. I see you $erf 👀 https://t.co/jQ0E1AbiZM Final Q4 buybacks as a % of float. I see you $erf 👀 https://t.co/jQ0E1AbiZM"  
[X Link](https://x.com/UndervaluedOnG/status/1488604678984192006)  2022-02-01T20:06Z [----] followers, [--] engagements


"@ghcovert $cj $crlff is unhedged"  
[X Link](https://x.com/UndervaluedOnG/status/1490090150600351744)  2022-02-05T22:29Z [----] followers, [--] engagements


"$cnq $cnrl repurchased just under 0.5% of float for month of Jan consistent with Q [--] monthly repurchase rate"  
[X Link](https://x.com/UndervaluedOnG/status/1491520747600289793)  2022-02-09T21:13Z [----] followers, [--] engagements


"@JourneayJohn $uan but its run a bunch. Some utilities like $duk $so $aqn and some miner royalties like $wpm $nsr $paas and pipeline $epd $mmp $kmi $enb $pba $keyuf"  
[X Link](https://x.com/UndervaluedOnG/status/1517245457075945472)  2022-04-21T20:54Z [----] followers, [--] engagements


"$nsr acquired by $sand at a healthy premium this am. Since I already own $sand exited $nsr for a decent gain Closed position in $FSM at 9k loss -14%. Another qtr of meh earnings. Better plays out there allocated proceeds to $wpm $nsr $pass all debt free and divy paying Closed position in $FSM at 9k loss -14%. Another qtr of meh earnings. Better plays out there allocated proceeds to $wpm $nsr $pass all debt free and divy paying"  
[X Link](https://x.com/UndervaluedOnG/status/1521148140279189504)  2022-05-02T15:22Z [----] followers, [--] engagements


"Just finished reading through $cpg 1Q22 earnings CC. Not much in there except on approach to hedging"  
[X Link](https://x.com/UndervaluedOnG/status/1525677490185949185)  2022-05-15T03:20Z [----] followers, [--] engagements


"If I had to recommend [--] #COM stock today to buy for someone new to space it would be $MEG $megef . Yes this a fing recommendation. Long 2k shares"  
[X Link](https://x.com/anyuser/status/1532058669168218112)  2022-06-01T17:57Z [----] followers, [--] engagements


"Sample of Fixed income portion of portfolio also a giant 💩 @anasalhajji might be on to something with his view on diversification"  
[X Link](https://x.com/UndervaluedOnG/status/1534369261824745473)  2022-06-08T02:58Z [----] followers, [--] engagements


"#com stocks paying monthly divies who am I forgetting $cj $fru $wcp $pba $key $tve"  
[X Link](https://x.com/UndervaluedOnG/status/1541608538262441984)  2022-06-28T02:24Z [----] followers, [--] engagements


"Decent opportunities out there with preferred stocks. Looking to add the following names: $ceqp +R $wfc +Q $nmk +C $rlj +A $gs +D $hwm +R $bml +L All trading below call price except $ceqp $rlj these names are exceptions since they cant get called"  
[X Link](https://x.com/UndervaluedOnG/status/1553416854646964230)  2022-07-30T16:26Z [----] followers, [--] engagements


"@DarthDividend23 $gengf $ftco $crlff $nwhuf $keyuf $pba $cwyuf $tneyf $spgyf"  
[X Link](https://x.com/UndervaluedOnG/status/1554617537429753858)  2022-08-02T23:57Z [----] followers, [--] engagements


"Portfolio check in: +0.5% portfolio performance QTD. $spy 🦵 me by 900bps this Q thus far. Solid outperformance at 1/3/5/incept over $spy tho"  
[X Link](https://x.com/UndervaluedOnG/status/1556718754033242112)  2022-08-08T19:07Z [----] followers, [--] engagements


"commercial petroleum inv. hit its low of 1137M boe on 3/23/22 and WTI traded at [---]. Since that date commercial petroleum stocks have built by 103M boe. Over this period cumulative SPR release totaled 144M boe"  
[X Link](https://x.com/UndervaluedOnG/status/1574786780691300356)  2022-09-27T15:43Z [----] followers, [--] engagements


"Good opportunity for buying some pref stock. Names to consider: $cms+b $nmk+c $rlj+a $ceqp+r $hwm+ $wfc+a All trading below call price"  
[X Link](https://x.com/UndervaluedOnG/status/1578399508991467520)  2022-10-07T14:59Z [----] followers, [--] engagements


"A happy divy-day to all my divy dawgs $fru $wcp $cj $arx $vet $tve $key $pba #COM"  
[X Link](https://x.com/UndervaluedOnG/status/1582193361167192064)  2022-10-18T02:14Z [----] followers, [--] engagements


"I swapped $GLD at a loss for $IAUM for lower expense ratio. Net of that +626 in realized gains for the week largely from PM stocks $wpm $sand and some o&g $cnq & $o $urnm for the trading part of the portfolio #grindOutThoseGains Goal to have + [--] realized gains within a month"  
[X Link](https://x.com/UndervaluedOnG/status/1611804001753878528)  2023-01-07T19:16Z [----] followers, [----] engagements


"@RealPeterLinder Peter - $wcp is my largest holding and I want it to perform well. With that said they underwrote the XTO transaction at [--] WTI (see PR for this assumption). WTI below that obv hurts. Just my $0.02"  
[X Link](https://x.com/UndervaluedOnG/status/1613563638836609025)  2023-01-12T15:48Z [----] followers, [---] engagements


"A happy belated divy day to all my divy-dawgs $key $wcp $arx $fru"  
[X Link](https://x.com/UndervaluedOnG/status/1615908302776602625)  2023-01-19T03:05Z [----] followers, [----] engagements


"Three most recent non-com stocks Ive bought: [--]. $mmp [--]. $fcx [--]. $so"  
[X Link](https://x.com/UndervaluedOnG/status/1615911139442843652)  2023-01-19T03:16Z [----] followers, [----] engagements


"My view is that rates are near the top. In 1Q23 most new additions to the portfolio will be fixed income (boring). To start I bought some $KO & $SCHW bonds at [--] cents on the 💵 today. Increased position here in both #FItwit"  
[X Link](https://x.com/UndervaluedOnG/status/1617568112349708288)  2023-01-23T17:01Z [----] followers, [----] engagements


"Bought the preferreds over the last few days of the following names yielding between [--] & 10%: $wfc+C $hwm+R $bml+L $ceqp+R $rlj+A #FItwit"  
[X Link](https://x.com/UndervaluedOnG/status/1617926106052714496)  2023-01-24T16:43Z [----] followers, [----] engagements


"Bought [--] face US Treasury mature May [--] @ 5.3% YTM today @YourAlwaysHobin All new portfolio additions for me are fixed income and do so for rest of [--] @YourAlwaysHobin All new portfolio additions for me are fixed income and do so for rest of 23"  
[X Link](https://x.com/UndervaluedOnG/status/1633141059155902469)  2023-03-07T16:22Z [----] followers, [----] engagements


"@BusinessFamous $wcp $spgyf"  
[X Link](https://x.com/UndervaluedOnG/status/1633868804936663040)  2023-03-09T16:34Z [----] followers, [---] engagements


"@PSworldwide13 Metals via $gdxj $wpm $sand $iaum $pslv $cper $jjt REITs: $vnq $o"  
[X Link](https://x.com/UndervaluedOnG/status/1633869453208190980)  2023-03-09T16:36Z [----] followers, [---] engagements


"Gold opens 1.5%. I have exposure via $iaum $gdxj $wpm $sand Silver 1.7% I have exposure via $pslv $svm $gdxj"  
[X Link](https://x.com/UndervaluedOnG/status/1635043930789273602)  2023-03-12T22:23Z [----] followers, [----] engagements


"Solid trading day today. [--] weeks of Egains in one day. Mostly metals #tradethevol $wpm $sand $iaum $cnq $pslv"  
[X Link](https://x.com/UndervaluedOnG/status/1635352830331731968)  2023-03-13T18:51Z [----] followers, [----] engagements


"A happy divy day to all my divy dawgs A much welcomed site after todays beating $wcp $erf $key $fru"  
[X Link](https://x.com/UndervaluedOnG/status/1636187721214328836)  2023-03-16T02:08Z [----] followers, [--] engagements


"Agreed. I have exposure via $bsm $tpz $fru"  
[X Link](https://x.com/UndervaluedOnG/status/1643613287978860546)  2023-04-05T13:55Z [----] followers, [----] engagements


"One o&g name Im adding here is $tcw $tolwf (usd) Im buying the love I see from various twitter folks"  
[X Link](https://x.com/UndervaluedOnG/status/1643694678569541639)  2023-04-05T19:18Z [----] followers, [----] engagements


"$mmp to be acquired by $oke in cash & stock deal @ 22% premium. A nice liquidity event for the portfolio. Ill be holding onto the $oke shares after close. 3Q23 close date Three most recent non-com stocks Ive bought: [--]. $mmp [--]. $fcx [--]. $so https://t.co/CHgv47zr01 Three most recent non-com stocks Ive bought: [--]. $mmp [--]. $fcx [--]. $so https://t.co/CHgv47zr01"  
[X Link](https://x.com/UndervaluedOnG/status/1657938238747684865)  2023-05-15T02:37Z [----] followers, [----] engagements


"Latest comparative inventory as of 5/24. Total commercial petroleum stocks down 11mmboe WoW. Calculated WTI fair value price of [--] or $4 undervalued from current levels. Any Q2 total stocks draw would be bullish compared to historical"  
[X Link](https://x.com/UndervaluedOnG/status/1661436007248457729)  2023-05-24T18:16Z [----] followers, [----] engagements


"A number of utilities near 52wk low. Im buying here $duk $xlu"  
[X Link](https://x.com/UndervaluedOnG/status/1662181611125784596)  2023-05-26T19:39Z [----] followers, [----] engagements


"@marketplunger1 Mannings too"  
[X Link](https://x.com/anyuser/status/1663272794178633748)  2023-05-29T19:55Z [--] followers, [---] engagements


"@BichonRedux Ive been buying utilities $duk $xlu and short term treasuries"  
[X Link](https://x.com/UndervaluedOnG/status/1666807619082928129)  2023-06-08T14:01Z [----] followers, [--] engagements


"IR response re $SAND price move today: "On Friday the GDX announced their rebalancing and deleted Sandstorm from the ETF based on NYSE Arca Gold Miners Index dropping Sandstorm. We believe we continue .""  
[X Link](https://x.com/UndervaluedOnG/status/1668270932408795136)  2023-06-12T14:55Z [----] followers, [--] engagements


"Last significant o&g portfolio move I made was Fall [--] selling $cj $vet $tve $gxe and positions on $arx $tou $meg $cnq $tpz $cve . I SWAN owning these names"  
[X Link](https://x.com/UndervaluedOnG/status/1668400390121955329)  2023-06-12T23:30Z [----] followers, [--] engagements


"Heres what I bought this am: $wpm $o $duk $cnq $fcx"  
[X Link](https://x.com/UndervaluedOnG/status/1674056817138098176)  2023-06-28T14:07Z [----] followers, [----] engagements


"@Volkomm_ @Gugo907 Hes on board and owns a shitload more than CEO. While I appreciate his conviction he picked the wrong 🐎. Not the first time (see: $crc ). The optics of him selling now would be horrible"  
[X Link](https://x.com/UndervaluedOnG/status/1674605194007519236)  2023-06-30T02:26Z [----] followers, [--] engagements


"Happy [--] year anniversary to my single largest realized loss of -45k on 6/29/20"  
[X Link](https://x.com/UndervaluedOnG/status/1674611189156925440)  2023-06-30T02:51Z [----] followers, [----] engagements


"A Happy divy day to those that celebrate $key $pba $tpz $tou $cve"  
[X Link](https://x.com/UndervaluedOnG/status/1675166719730503680)  2023-07-08T07:30Z [----] followers, [----] engagements


"What Im buying today $cnq $o $sand $wpm $xlu $fcx $bhp"  
[X Link](https://x.com/UndervaluedOnG/status/1676969159475998721)  2023-07-06T14:59Z [----] followers, [----] engagements


"Masons did a beautiful job restoring the masonry on my roof: before/after. Just need to paint and 🏠 better than ever"  
[X Link](https://x.com/UndervaluedOnG/status/1678882929135452160)  2023-07-11T22:04Z [----] followers, [----] engagements


"@BeegJj $CEQP preferred"  
[X Link](https://x.com/UndervaluedOnG/status/1682296110209966080)  2023-07-21T07:47Z [----] followers, [---] engagements


"Sold $fcx $cnq today. Solid trade What Im buying today $cnq $o $sand $wpm $xlu $fcx $bhp https://t.co/yKfineaqYQ What Im buying today $cnq $o $sand $wpm $xlu $fcx $bhp https://t.co/yKfineaqYQ"  
[X Link](https://x.com/UndervaluedOnG/status/1684594511953956868)  2023-07-27T16:00Z [----] followers, [----] engagements


"10mmboe WoW draw of total comm. petroleum stocks. Calculated WTI fair value of [--] or $9 overvalued from current levels. To support current price we need to see draws near 40mmboe through Aug imo. 3QTD net change of +2 in-line w/ hist avg easily beating '22 SPR-fueled build"  
[X Link](https://x.com/UndervaluedOnG/status/1686772894091689988)  2023-08-02T16:16Z [----] followers, 10.1K engagements


"For [--] Buffalo bills season tickets I pay [----] for the entire season or [---] per ticket per season. Best deal around. I know people who almost pay that much for a single game at other stadiums"  
[X Link](https://x.com/UndervaluedOnG/status/1687554917840420865)  2023-08-04T20:03Z [----] followers, [----] engagements


"I love buying the market open gap down. Rinse repeat $fcx"  
[X Link](https://x.com/UndervaluedOnG/status/1688961520082857984)  2023-08-08T17:13Z [----] followers, [----] engagements


"Just had the driveway asphalted and pavers raised to grade all water away from house. Just been standing out in pouring rain watching the flow of water down the driveway & into street. Beautiful sight (to me)"  
[X Link](https://x.com/UndervaluedOnG/status/1689721154154426368)  2023-08-10T19:31Z [----] followers, [----] engagements


"Incremental methodical buying of reit & precious metals via $o & $wpm respectively last few months"  
[X Link](https://x.com/UndervaluedOnG/status/1693765972643992049)  2023-08-21T23:24Z [----] followers, [----] engagements


"Biggest buys this year continue to be T bills. 5.57% YTM [--] months"  
[X Link](https://x.com/UndervaluedOnG/status/1696246035318776300)  2023-08-28T19:39Z [----] followers, [----] engagements


"Here's the actual total comm inv (Total Stocks ex. SPR) weekly eia data. Last few weeks have been nice but some work to do. 28mmb above Apr23 low and 49mmb above Jan23. Focus on the absolute levels and less on WoW deltas imo"  
[X Link](https://x.com/UndervaluedOnG/status/1696912396588028261)  2023-08-30T15:46Z [----] followers, [---] engagements


"Looking back at my July [----] statement: 98K shrs $cpg 52K shrs $erf 40K shrs $pey 11K shrs $tve 99K shrs $wcp Had I done nothing I would be sitting on almost 3M (usd) today ex. divies. Fuck me"  
[X Link](https://x.com/UndervaluedOnG/status/1697002030840111336)  2023-08-30T21:43Z [----] followers, [----] engagements


"Current O&G portfolio. Mostly Canada. Sitting on my hands collecting those divies and reinvesting in US T bills @ 5.5% YTM. $WCP $CPG $MEG $CNQ $ARX $TPZ $TOU $SU $FRU $TCW"  
[X Link](https://x.com/anyuser/status/1702026681748201862)  2023-09-13T18:29Z [----] followers, 26.2K engagements


"@longoilyyc I can buy these names [--] commission from either @CharlesSchwab or @Fidelity I like having the flexibility to determine what to do with the cash. Im not looking to add at this point & would rather diversify into fixed income. Ive been buying T bills this year"  
[X Link](https://x.com/UndervaluedOnG/status/1702067992371028181)  2023-09-13T21:13Z [----] followers, [---] engagements


"$nrp printing a 52wk hi today Compelling case for $NRP made. Solid listen 🎧 https://t.co/ngiuPevMHK Compelling case for $NRP made. Solid listen 🎧 https://t.co/ngiuPevMHK"  
[X Link](https://x.com/UndervaluedOnG/status/1702333842856833066)  2023-09-14T14:49Z [----] followers, [----] engagements


"In today's fixed income screener I came across a new issue US agency bond yielding 7%. It is callable tho. You can get +150bps more yield than callable CD at the same maturity date"  
[X Link](https://x.com/UndervaluedOnG/status/1707045823068999786)  2023-09-27T14:53Z [----] followers, [---] engagements


"Reminder this is how the last $gxe strategic thingy ended: "In addition Gear has terminated the previously disclosed strategic alternative process." https://f8d829.p3cdn1.secureserver.net/wp-content/uploads/2020/12/Press-Release-2021-Budget-Final.pdf Lets see where this goes 👍 $GXE.TO #COM https://t.co/nTUSrGvo81 https://f8d829.p3cdn1.secureserver.net/wp-content/uploads/2020/12/Press-Release-2021-Budget-Final.pdf Lets see where this goes 👍 $GXE.TO #COM https://t.co/nTUSrGvo81"  
[X Link](https://x.com/UndervaluedOnG/status/1707409125074739631)  2023-09-28T14:57Z [----] followers, [----] engagements


"Through 3Q portfolio YTD performance of +7.47% beating DJIA & Russell2000 but underperforming S&P by 560bps. Portfolio a blend of O&G and fixed income (60/40ish). Portfolio generated 60k in income YTD which should get a nice bump with $WCP divy increase in Nov"  
[X Link](https://x.com/UndervaluedOnG/status/1708871819162227173)  2023-10-02T15:49Z [----] followers, [----] engagements


"Sold my $nrp position for a solid gain. Plowing proceeds into physical gold silver & $gdxj The biggest adds to my portfolio this year has been T bills. Nibble on $AFMJF & $NRP The biggest adds to my portfolio this year has been T bills. Nibble on $AFMJF & $NRP"  
[X Link](https://x.com/UndervaluedOnG/status/1709322423189844095)  2023-10-03T21:39Z [----] followers, [----] engagements


"Suck it Caesars"  
[X Link](https://x.com/UndervaluedOnG/status/1717747947746566212)  2023-10-27T03:39Z [----] followers, [----] engagements


"I have an ARM mortgage @ 1.875% which resets in [----]. In Aug [--] Ill owe 550k in principal on my mortgage. No sense in paying that off early. Instead Im buying treasury zeros that mature in [--]. Bought my first 15k face today for 10k 535k face to go. Capture that spread"  
[X Link](https://x.com/UndervaluedOnG/status/1719042328495636549)  2023-10-30T17:23Z [----] followers, [----] engagements


"@NuggetCapital Best decision I made was offloading $gxe when I did. HFI is pot committed to $gxe . Im done kicking this dead 🐴. What else is their to say about a 6k boe/d producer not growing production HFI blocked me too for the sun on taking the name of $gxe in vain"  
[X Link](https://x.com/UndervaluedOnG/status/1725148232102060411)  2023-11-16T13:46Z [----] followers, [---] engagements


"@NotFreeCashFlow @NuggetCapital Theyve been talking production growth for a few years now. They couldnt grow production in Q2/3 [--] so why do it now"  
[X Link](https://x.com/UndervaluedOnG/status/1731064306957959584)  2023-12-02T21:34Z [----] followers, [--] engagements


"@z_or_zee A+ You should have said and a cup of $KEY"  
[X Link](https://x.com/UndervaluedOnG/status/1734749211369882031)  2023-12-13T01:36Z [----] followers, [--] engagements


"@JamesHMackay 🚨 BSD returns alert 🚨"  
[X Link](https://x.com/UndervaluedOnG/status/1736890311836667935)  2023-12-18T23:24Z [----] followers, [---] engagements


"Aside from one name the entirety of my #COM stock holdings are long term. Only name Ive added this year was $trp on the July sell off which has done nicely since. Top [--] o&g holdings by total cost: $wcp $cpg $meg $cnq $arx $tpz $tou $su $cve $fru"  
[X Link](https://x.com/UndervaluedOnG/status/1739722128419615044)  2023-12-26T18:57Z [----] followers, [----] engagements


"$ERF definitely gonna redomicile to [----] incoming and so to the Federal Government 2% Tax on share #Buybacks which kicks in January [--] [----]. #Investing #Energy #ReturnOfCapital https://t.co/kP8mNULI8N https://t.co/RzMPlHQnND [----] incoming and so to the Federal Government 2% Tax on share #Buybacks which kicks in January [--] [----]. #Investing #Energy #ReturnOfCapital https://t.co/kP8mNULI8N https://t.co/RzMPlHQnND"  
[X Link](https://x.com/UndervaluedOnG/status/1740422895883702775)  2023-12-28T17:22Z [----] followers, [----] engagements


"At a diner in Niagara Falls . Yes these are their current prices 👀. Lets see if the foods good. 💵 only a good sign"  
[X Link](https://x.com/UndervaluedOnG/status/1740781620259401898)  2023-12-29T17:07Z [----] followers, [----] engagements


"Nothing like a big fat $cpg divy to kick off the new year"  
[X Link](https://x.com/UndervaluedOnG/status/1742393634119393714)  2024-01-03T03:53Z [----] followers, [----] engagements


"Bullish weekly EIA data for the final week of [--]. Total comm petroleum stocks down 18mmboe WoW resulting in a respectable draw for Q4. WTI fair value of [--] or $5 undervalued currently. ⚠ this week & next have high 📊 wonk factor so reversal of big draw possible ⚠"  
[X Link](https://x.com/anyuser/status/1742571975183089968)  2024-01-03T15:41Z [----] followers, [----] engagements


"Im seriously considering divesting my $cve position which would be my first o&g portfolio move in [---] years. Another 🍌 peel. Reminds me of $gxe where its always something $cve Damn $300 mill in a year on IT upgrades. Some software salesmen are going to get huge bonuses this year. https://t.co/6QYiKJoUzi $cve Damn $300 mill in a year on IT upgrades. Some software salesmen are going to get huge bonuses this year. https://t.co/6QYiKJoUzi"  
[X Link](https://x.com/UndervaluedOnG/status/1743455455806984493)  2024-01-06T02:12Z [----] followers, [----] engagements


"Full disclosure"  
[X Link](https://x.com/anyuser/status/1743455761504645496)  2024-01-06T02:13Z [--] followers, [---] engagements


"Closed my arb trade with a TEN win. Netted [----] risk free Theres an arbitrage opportunity available at DraftKings. I can still bet BUF no playoffs +450 which is wrong by way of PIT win. You can bet 🔒 this in then bet ten moneyline. If ten loses bet BUF moneyline. Do so in amounts where gaurantee profit @beatingthebook Theres an arbitrage opportunity available at DraftKings. I can still bet BUF no playoffs +450 which is wrong by way of PIT win. You can bet 🔒 this in then bet ten moneyline. If ten loses bet BUF moneyline. Do so in amounts where gaurantee profit @beatingthebook"  
[X Link](https://x.com/UndervaluedOnG/status/1744112217614668216)  2024-01-07T21:42Z [----] followers, [----] engagements


"Its easy to have record sales when you make [--] acquisitions and dont normalize for share count $sand Sandstorm Gold Royalties Announces Record Sales and Revenue in [----]. Read the full press release here: https://t.co/TehreO9KeA https://t.co/kMuYPdril2 Sandstorm Gold Royalties Announces Record Sales and Revenue in [----]. Read the full press release here: https://t.co/TehreO9KeA https://t.co/kMuYPdril2"  
[X Link](https://x.com/UndervaluedOnG/status/1744477251507249633)  2024-01-08T21:52Z [----] followers, [----] engagements


"Latest eia Comparative inventory analysis for 1/24/24. Total commercial petroleum stocks 22mmboe WoW. This is the lowest level dating back to May [--]. Calculated WTI fair value of [--] or [--] bucks undervalued from todays price"  
[X Link](https://x.com/anyuser/status/1750190891262685415)  2024-01-24T16:16Z [----] followers, 14.5K engagements


"Mortgage interest rate arb complete. I now have a full treasury zero position of 550k face. [--] maturity will let me payoff mortgage in full when my 1.875% ARM resets"  
[X Link](https://x.com/UndervaluedOnG/status/1751265093445091714)  2024-01-27T15:25Z [----] followers, [---] engagements


"@jonathanslusser The trade only works because the interest rate on my ARM is currently 1.875% through [--]. Resets then. No sense in paying mortgage off early when I can get risk free return of 4.1% by buying us treasuries which mature in 31"  
[X Link](https://x.com/UndervaluedOnG/status/1751283851999982079)  2024-01-27T16:39Z [----] followers, [--] engagements


"Comparative inventory analysis on EIA data for 1/31/24. Total commercial petroleum stocks 9.6mmboe WoW. [--] month low: Lowest reading since April23. Calculated WTI fair value of [--] or 3-4$ undervalued"  
[X Link](https://x.com/UndervaluedOnG/status/1752719800646672821)  2024-01-31T15:45Z [----] followers, [----] engagements


"Comparative inventory analysis for 2/7/24. Total commercial petroleum stocks drew 4.4mmboe to the lowest level since April [--]. WTI fair value of [--] or [--] bucks undervalued from todays price. 1Q24 bullish to date in total stock change compared to recent Q1s"  
[X Link](https://x.com/UndervaluedOnG/status/1755354183102853598)  2024-02-07T22:13Z [----] followers, [----] engagements


"@Deathswap1 I only use the Total Stocks line items. The adjustment feeds into that number so I implicitly use it. But I dont make any explicit adjustments"  
[X Link](https://x.com/UndervaluedOnG/status/1757793409010385303)  2024-02-14T15:46Z [----] followers, [--] engagements


"Ill be recouping the entirety of my April [--] $ERF purchase price with the cash component of the merger with $chrd . Congrats to all the $ERF holders on this liquidity event for our respective portfolios"  
[X Link](https://x.com/UndervaluedOnG/status/1760459167955821003)  2024-02-22T00:19Z [----] followers, [----] engagements


"@Rory_Johnston A tremendous feat with [--] under [--] I think I had a [--] year stretch with never getting 8"  
[X Link](https://x.com/UndervaluedOnG/status/1762856744739381536)  2024-02-28T15:06Z [----] followers, [---] engagements


"Great pod. Fav quote: Californias not going off natural gas they just think they are. 😆 so true $ARX New interview with @arcresources Chair Hal Kvisle on: Structuring M&A Deals $2 Trillion in Assets & Common Sense Energy Policy https://t.co/RP9LH6B3u8 #EFT https://t.co/g6kYPsIjAN $ARX New interview with @arcresources Chair Hal Kvisle on: Structuring M&A Deals $2 Trillion in Assets & Common Sense Energy Policy https://t.co/RP9LH6B3u8 #EFT https://t.co/g6kYPsIjAN"  
[X Link](https://x.com/UndervaluedOnG/status/1763640251816300927)  2024-03-01T18:59Z [----] followers, [----] engagements


"Latest comparative inventory analysis using EIA data through 2/28/24. Calculated WTI fair value price of [--] or about a buck undervalued from todays (3/1/24) levels. 1Q24 total comm petroleum stock change bullish vs historical QTD"  
[X Link](https://x.com/UndervaluedOnG/status/1763674542449344907)  2024-03-01T21:15Z [----] followers, [----] engagements


"@calvinfroedge Didnt Matt Damon say the same thing when shelling crypto"  
[X Link](https://x.com/UndervaluedOnG/status/1763980579656130591)  2024-03-02T17:31Z [----] followers, [---] engagements


"Divy announced as part of 4Q23 earnings from my #com portfolio: [--]. $tpz [--]. $cnq [--]. $su [--]. $cpg [--]. $erf [--]. $enb [--]. $trp Am I missing any"  
[X Link](https://x.com/UndervaluedOnG/status/1764823582213898515)  2024-03-05T01:21Z [----] followers, [----] engagements


"Impressive FCF growth guide from $cve . Comes down to them executing now. Im adding to my current holding at these levels and below not trading. Will continue to methodically add on further dips. First o&g portfolio add in awhile"  
[X Link](https://x.com/UndervaluedOnG/status/1765214683319988445)  2024-03-06T03:15Z [----] followers, [----] engagements


"Re $SAND and Hod Maden I dont think theres a chance $SSR will be building another mine in turkey regardless of the differences between the two mines. Best outcome for $SAND at this point is $SSR to sell their Hod Maden interest imo"  
[X Link](https://x.com/UndervaluedOnG/status/1765379051697385856)  2024-03-06T14:08Z [----] followers, [---] engagements


"Bullish EIA data for 3/6/24. Total comm petroleum stocks down 5.5M WoW. 14-month low: Lowest data print since Jan [--]. Implied WTI fair value price of [--] or $3 undervalued. Todays move in WTI price supported by the fundamentals"  
[X Link](https://x.com/UndervaluedOnG/status/1765413278631498174)  2024-03-06T16:25Z [----] followers, [----] engagements


"When $meg hits 600M net debt 🎯 this year small base dividend under consideration. Have they said anything more definitive than this So a divy from $meg is possible but not given this year is the view we should have at this point"  
[X Link](https://x.com/UndervaluedOnG/status/1766215805002191218)  2024-03-08T21:33Z [----] followers, [----] engagements


"💯 agreed here Very good risk-reward in the mining space which has few eyes on it despite gold setting new all-time highs on a daily basis now. Miners near cyclical troughs and looking cheap on a multiple basis with numerous supportive macro tailwinds on precious metals. Very good risk-reward in the mining space which has few eyes on it despite gold setting new all-time highs on a daily basis now. Miners near cyclical troughs and looking cheap on a multiple basis with numerous supportive macro tailwinds on precious metals"  
[X Link](https://x.com/UndervaluedOnG/status/1766511380507582685)  2024-03-09T17:08Z [----] followers, [----] engagements


"I have exposure via $gdxj $iaum $wpm $sand"  
[X Link](https://x.com/UndervaluedOnG/status/1766511749291807146)  2024-03-09T17:09Z [----] followers, [---] engagements


"Another bullish EIA weekly for 3/13. Total comm petroleum stocks down 4.7mmboe WoW. Lowest reading since Jan [--]. Todays price move in WTI is fundamentally justified. Implied fair value price of [--] or 4$ undervalued from todays WTI price. 🟩 curve track & to right"  
[X Link](https://x.com/UndervaluedOnG/status/1767988269717798932)  2024-03-13T18:57Z [----] followers, [----] engagements


"I continue to build my allocation to t bills & short duration T bonds. The anti correlation to stocks in times of panic gives me the cash & liquidity to take advantage If and When 💩 hits the fan. In [--] Realized gains on fixed income to quadruple down on energy holdings"  
[X Link](https://x.com/UndervaluedOnG/status/1768134836265308603)  2024-03-14T04:39Z [----] followers, [---] engagements


"@BDEPardell I can buy t bills/bonds here in states for [--] commission [--] markup through @CharlesSchwab"  
[X Link](https://x.com/UndervaluedOnG/status/1768137103223750991)  2024-03-14T04:48Z [----] followers, [---] engagements


"No material changes to my o&g holdings. I did buy more $src on subsequent drops. Got about 13k or 14k invested in that name now Current O&G portfolio. Mostly Canada. Sitting on my hands collecting those divies and reinvesting in US T bills @ 5.5% YTM. $WCP $CPG $MEG $CNQ $ARX $TPZ $TOU $SU $FRU $TCW https://t.co/nEIkhEUFI9 Current O&G portfolio. Mostly Canada. Sitting on my hands collecting those divies and reinvesting in US T bills @ 5.5% YTM. $WCP $CPG $MEG $CNQ $ARX $TPZ $TOU $SU $FRU $TCW https://t.co/nEIkhEUFI9"  
[X Link](https://x.com/UndervaluedOnG/status/1768140504489664544)  2024-03-14T05:02Z [----] followers, [----] engagements


"Total comm petroleum stocks continue to in 1Q24. Fresh [--] month low. 70M barrels above March [--] low. WTI fair value of [--] or 4$ undervalued. Solid last [--] week trajectory of & to the left"  
[X Link](https://x.com/UndervaluedOnG/status/1770503030439334069)  2024-03-20T17:29Z [----] followers, [----] engagements


"$ERF trading at just a 1.2% discount to implied $chrd acquisition price. This deal is def closing. So when do we think: 6/30"  
[X Link](https://x.com/UndervaluedOnG/status/1771178859569754482)  2024-03-22T14:15Z [----] followers, [----] engagements


"@Volkomm_ Never gonna fault anyone for realizing gains. Ill partially cash out by way of the 1.84/sh divy"  
[X Link](https://x.com/UndervaluedOnG/status/1771299577334784332)  2024-03-22T22:15Z [----] followers, [---] engagements


"@Japistani @Volkomm_ If you apply the same share conversion rate that works out to be [--] cents or so. Less the $ERF divy so were probably looking at [--] cents in make up divy"  
[X Link](https://x.com/UndervaluedOnG/status/1771346541866893503)  2024-03-23T01:21Z [----] followers, [--] engagements


"$joy is now borrowing at 10.25% in part to payback the loan they got from $erf"  
[X Link](https://x.com/UndervaluedOnG/status/1772515913725616403)  2024-03-26T06:48Z [----] followers, [---] engagements


"Current o&g holdings: [--]. Arc $arx"  
[X Link](https://x.com/UndervaluedOnG/status/1774143787964494210)  2024-03-30T18:36Z [----] followers, 11.7K engagements


"2. Blackstone minerals $bsm - pays a nice disty"  
[X Link](https://x.com/UndervaluedOnG/status/1774143811444256807)  2024-03-30T18:37Z [----] followers, [----] engagements


"3. The three Cs: $cnq $cpg $cve crescent point (name change not official yet) my second largest o&g holding by value"  
[X Link](https://x.com/UndervaluedOnG/status/1774143898207597011)  2024-03-30T18:37Z [----] followers, [----] engagements


"6. More pipelines $oke - Bakken focus by way of $mmp acquisition & $pba"  
[X Link](https://x.com/UndervaluedOnG/status/1774143998023684108)  2024-03-30T18:37Z [----] followers, [---] engagements


"8. $su $tpz $tou $trp"  
[X Link](https://x.com/UndervaluedOnG/status/1774144036980269119)  2024-03-30T18:37Z [----] followers, [----] engagements


"9. $pey $tcw $scr by way of $pipe acq - strathcona my largest underwater position but no plans to sell"  
[X Link](https://x.com/UndervaluedOnG/status/1774144053682082170)  2024-03-30T18:37Z [----] followers, [----] engagements


"@JoeBeattie11 Helps keep perspective. When we review summer [--] for example oil prices were clearly overvalued driven by Russia Ukraine conflict"  
[X Link](https://x.com/UndervaluedOnG/status/1774454423479058645)  2024-03-31T15:11Z [----] followers, [---] engagements


"For $erf holders your dividend will double post $chrd acq close"  
[X Link](https://x.com/UndervaluedOnG/status/1774471648290222312)  2024-03-31T16:19Z [----] followers, [----] engagements


"These $wpm shares up decently now & continue to hold. Gold exposure via $wpm as well as $sand $gdxj Continue to methodically add to my $wpm position https://t.co/QOQx5Mpwpy Continue to methodically add to my $wpm position https://t.co/QOQx5Mpwpy"  
[X Link](https://x.com/UndervaluedOnG/status/1774505098279813120)  2024-03-31T18:32Z [----] followers, [----] engagements


"@RemingtonPeter8 Same. With the closing divy Ill have recouped the entirety of my original cash outlay for $erf"  
[X Link](https://x.com/UndervaluedOnG/status/1774505636052574467)  2024-03-31T18:34Z [----] followers, [---] engagements


"Zion National Park today"  
[X Link](https://x.com/UndervaluedOnG/status/1775030665819603237)  2024-04-02T05:21Z [----] followers, [----] engagements


"Bullish total commercial petroleum stock draw for 4/3/24. WTI fair value price of [--] so WTI currently fairly valued. Even flat stocks in 2Q is bullish as the Q historically builds"  
[X Link](https://x.com/UndervaluedOnG/status/1775536227149660393)  2024-04-03T14:49Z [----] followers, [----] engagements


"@RealPeterLinder When you say essentially the same thing everyday multiple times a day the effect gets muted. Plus Eric is also a long only o&g fund manager with a much bigger AUM than your personal portfolio"  
[X Link](https://x.com/UndervaluedOnG/status/1775600674035679512)  2024-04-03T19:06Z [----] followers, [---] engagements


"Im allocating a large portion of o&g divy income and realized gains to REITs via $schh $o underwater on both positions. I continue to believe rates peak in 24"  
[X Link](https://x.com/UndervaluedOnG/status/1776292634270564805)  2024-04-05T16:55Z [----] followers, [----] engagements


"My first [--] bagger $erf"  
[X Link](https://x.com/anyuser/status/1776399080609996907)  2024-04-05T23:58Z [----] followers, [----] engagements


"Im with @NuggetCapital on the REIT buying. Dont have as much time for company level DD. Buying $schh $o will continue to buy on further drops"  
[X Link](https://x.com/UndervaluedOnG/status/1778230062342451663)  2024-04-11T01:14Z [----] followers, [----] engagements


"@ProProp5 @BDEPardell @NuggetCapital Im just buying reit etf mostly and $o"  
[X Link](https://x.com/UndervaluedOnG/status/1778824404434083939)  2024-04-12T16:36Z [----] followers, [--] engagements


"So whos most likely to their divy next in o&g space $cve and $arx"  
[X Link](https://x.com/UndervaluedOnG/status/1780817772777230592)  2024-04-18T04:36Z [----] followers, [----] engagements


"Im old enough to remember when $wcp traded at a premium to $cpg ye gods"  
[X Link](https://x.com/UndervaluedOnG/status/1785121944175509879)  2024-04-30T01:40Z [----] followers, [----] engagements


"@Bmrfan1 @BeegJj Agreed but its pretty high compared to peers. Thats a good chunk of margin to go to G&A. Id recommend comparing that number to other peers this Q and see how it stacks up"  
[X Link](https://x.com/UndervaluedOnG/status/1786008959205474774)  2024-05-02T12:24Z [----] followers, [--] engagements


"Weve come full in terms of inventories last [--] weeks. A 🐻ish 7.8m bbls build WoW of total commercial petroleum stocks. WTI fair value calculated to be [--] in line with current prices"  
[X Link](https://x.com/UndervaluedOnG/status/1786214689258553549)  2024-05-03T02:02Z [----] followers, [----] engagements


"Total comm petroleum stocks 2.1M bbls WoW. Comparative inventory analysis yields an Implied WTI fair value price of [--] in line with current market price. Everything kinda making sense right nowwant higher prices Lets see those draws"  
[X Link](https://x.com/anyuser/status/1788236087086735829)  2024-05-08T15:54Z [----] followers, [----] engagements


"In case $ERF holders missed it $chrd reported yesterday and guided to a May [--] close. Ill be recouping the entirety of my $ERF cost basis with the cash component of the deal. Since Im willing to continue to hold $chrd shares"  
[X Link](https://x.com/UndervaluedOnG/status/1788280616116494439)  2024-05-08T18:51Z [----] followers, [----] engagements


"Would $wpm go buy $sand already"  
[X Link](https://x.com/UndervaluedOnG/status/1788738316994556381)  2024-05-10T01:10Z [----] followers, [----] engagements


"@Nirvana12319 Why not"  
[X Link](https://x.com/UndervaluedOnG/status/1788742685605388514)  2024-05-10T01:27Z [----] followers, [--] engagements


"Earnings winners so far this Q: $su Earnings losers so far this Q: $bte $joy"  
[X Link](https://x.com/UndervaluedOnG/status/1789084751455985723)  2024-05-11T00:06Z [----] followers, [----] engagements


"Just booked last min tix and flight to Paris for Mrs & DaughterUndervalued to see T Swift tomorrow for Mothers Day gift. Tix were only 150usd/tix. Airfare 1800/tix. Still cheaper than 💩y Toronto second hand tix. Greatest last min save ever"  
[X Link](https://x.com/UndervaluedOnG/status/1789368915992228166)  2024-05-11T18:56Z [----] followers, [----] engagements


"Never gets old logging into the account on the 15th"  
[X Link](https://x.com/UndervaluedOnG/status/1790921982504014170)  2024-05-16T01:47Z [----] followers, [----] engagements


"My $ERF divies hit the account. Recouped the original purchase price and then some with just those. Letting the $chrd position ride"  
[X Link](https://x.com/UndervaluedOnG/status/1798108656350658857)  2024-06-04T21:44Z [----] followers, [---] engagements


"@_Yux__ When is $wpm going to buy $sand"  
[X Link](https://x.com/UndervaluedOnG/status/1798726120013287635)  2024-06-06T14:38Z [----] followers, [---] engagements


"Learn from your losers $crc @choice_data Honestly not sure about winner probably $wcp at [--] cents sold for 3+. Re loser got CRUSHED on $crc 2L bond. Thought I was being smart playing higher in the capital stack https://t.co/5dve68yrL8 @choice_data Honestly not sure about winner probably $wcp at [--] cents sold for 3+. Re loser got CRUSHED on $crc 2L bond. Thought I was being smart playing higher in the capital stack https://t.co/5dve68yrL8"  
[X Link](https://x.com/UndervaluedOnG/status/1800709636343091355)  2024-06-12T02:00Z [----] followers, [----] engagements


"@Rory_Johnston Im surprised WTI is holding up as well as it has TBH"  
[X Link](https://x.com/UndervaluedOnG/status/1800924117757210812)  2024-06-12T16:12Z [----] followers, [---] engagements


"@BDEPardell @Rory_Johnston I would tweak this: WTI knows 2H supply growth forecasts BS"  
[X Link](https://x.com/UndervaluedOnG/status/1800926004497818044)  2024-06-12T16:19Z [----] followers, [---] engagements


"Comparative inventory analysis for 6/12/24. Been & to right last 10wks. Down 12Mbbls this wk & [--] last [--]. Implied fair value for WTI [--] or $10 overvalued. Suggests price will should fundies not approve. Im surprised WTI is holding as well as it has been last wk 🤷♂"  
[X Link](https://x.com/UndervaluedOnG/status/1801384359317983256)  2024-06-13T22:41Z [----] followers, [----] engagements


"@InterestRateArb Ive since tweaked methodology to exclude SPR. Before July [--] it didnt matter cause SPR was fairly stable. SPR release changed that so now I consider just comm inv which gives slightly better fit anyways"  
[X Link](https://x.com/UndervaluedOnG/status/1801448830887432622)  2024-06-14T02:57Z [----] followers, [---] engagements


"$vrn debt sub [--] coupon. The debt market thinks $vrn looks very similar to $tou with their debt just like 10bps cheaper. Meanwhile $soil is issuing 2L debt not even unsecured debt close to 10%. Debt market clearly telling you whos the 💩co"  
[X Link](https://x.com/UndervaluedOnG/status/1803556571466645875)  2024-06-19T22:32Z [----] followers, [----] engagements


"$vrn debt priced 72bps above treasuries that is a great price"  
[X Link](https://x.com/UndervaluedOnG/status/1803558190115656160)  2024-06-19T22:39Z [----] followers, [---] engagements


"And whenever you can lower your effective interest rate on your debt thats a win"  
[X Link](https://x.com/UndervaluedOnG/status/1803560742722900355)  2024-06-19T22:49Z [----] followers, [----] engagements


"Im very surprised oil prices have held up like they have last few weeks. xUS inventories Thoughts"  
[X Link](https://x.com/UndervaluedOnG/status/1806494630210314285)  2024-06-28T01:07Z [----] followers, [----] engagements


"Threw in the towel on $SAND . Continue to miss on guidance. Swapped for $OR. 2Qs from being debt free and way better jurisdictional production distribution"  
[X Link](https://x.com/UndervaluedOnG/status/1812165843842904174)  2024-07-13T16:43Z [----] followers, [---] engagements


"REITs moving up off bottom in anticipation of rate cuts. Doing ok my REIT positions. @NuggetCapital @tsxman far more in the weeds on specific names. I also own $ax.un $hr.un Im with @NuggetCapital on the REIT buying. Dont have as much time for company level DD. Buying $schh $o will continue to buy on further drops https://t.co/yIBixrmtmt Im with @NuggetCapital on the REIT buying. Dont have as much time for company level DD. Buying $schh $o will continue to buy on further drops https://t.co/yIBixrmtmt"  
[X Link](https://x.com/UndervaluedOnG/status/1814289395802923475)  2024-07-19T13:21Z [----] followers, [----] engagements


"When digging into $wcp ER amc reminder that net debt will reflect $tpz 100M sale (close June 24th) but not PGI 420M sale (3Q close)"  
[X Link](https://x.com/UndervaluedOnG/status/1816188538230022382)  2024-07-24T19:07Z [----] followers, [----] engagements


"Solid 2Q from $WCP on first glance. - Q/Q prod growth 5% driven by oil/NGLs (not NG) - net debt down 98.4M after backing out inf sale to $tpz - 2Q prod and 1H prod above high end of annual prod guidance"  
[X Link](https://x.com/UndervaluedOnG/status/1816222641671528814)  2024-07-24T21:23Z [----] followers, [----] engagements


"From the commentary in 2Q24 earnings call pretty clear $vrn will be doing an infrastructure sale this year a la $wcp"  
[X Link](https://x.com/UndervaluedOnG/status/1816917355311824993)  2024-07-26T19:23Z [----] followers, [----] engagements


"My buys today $bhp $fcx $vale"  
[X Link](https://x.com/UndervaluedOnG/status/1819114996816925087)  2024-08-01T20:56Z [----] followers, [----] engagements


"Solidly in the $$ with these REIT positions Im with @NuggetCapital on the REIT buying. Dont have as much time for company level DD. Buying $schh $o will continue to buy on further drops https://t.co/yIBixrmtmt Im with @NuggetCapital on the REIT buying. Dont have as much time for company level DD. Buying $schh $o will continue to buy on further drops https://t.co/yIBixrmtmt"  
[X Link](https://x.com/UndervaluedOnG/status/1819370723342778830)  2024-08-02T13:52Z [----] followers, [----] engagements


"Almost back in the green on the fixed income portion of my portfoliothe diversifying nature of these *should* give me plenty of dry powder if equities go in the tank"  
[X Link](https://x.com/UndervaluedOnG/status/1819390296507007436)  2024-08-02T15:10Z [----] followers, [---] engagements


"Interim USA production from BIG [--]. $XOM $CVX are sneaky and dont separate oil from NGLs. If we assume 2% growth from those yet to report (yellow) the implied 2Q24 USA prod in-line w EIA. If $oxy $dvn $fang flat EIA 2Q24 prod likely overstated"  
[X Link](https://x.com/UndervaluedOnG/status/1819463091379491075)  2024-08-02T19:59Z [----] followers, [----] engagements


"anyone have any color on $xom prod bump I assume its largely coming from $PXD growth but would be curious"  
[X Link](https://x.com/UndervaluedOnG/status/1819463353322164657)  2024-08-02T20:00Z [----] followers, [---] engagements


"@BeegJj Right on brother"  
[X Link](https://x.com/UndervaluedOnG/status/1821703802871066804)  2024-08-09T00:23Z [----] followers, [---] engagements


"Now that $aqn will be out of that 💩y renewables business is it time to add to the name"  
[X Link](https://x.com/UndervaluedOnG/status/1821940355991781778)  2024-08-09T16:03Z [----] followers, [----] engagements


"So who their divy this Q in o&g space Ive got $key $tpz $tou (own em all). Any others Im missing"  
[X Link](https://x.com/UndervaluedOnG/status/1821944548911628518)  2024-08-09T16:20Z [----] followers, [---] engagements


"@RazorOil Im a bit surprised on the debt pricing tbh. $vrn w less healthy balance sheet but 2x market cap got sub [--] for their 2029s and 10yr has dropped since"  
[X Link](https://x.com/UndervaluedOnG/status/1821969454923968760)  2024-08-09T17:59Z [----] followers, [---] engagements


"@RazorOil Negligible diff in interest expense but an example where bigger is better. All else 🟰 you get better pricing on your debt. I bet a 2x $ath gets $vrn like debt pricing"  
[X Link](https://x.com/UndervaluedOnG/status/1821972201240982001)  2024-08-09T18:09Z [----] followers, [---] engagements


"2Q24 oil production data now out for "Big 7" usa co's. Significant QoQ growth of 166K b/d supports EIA 2Q24 USA production of 13.21M b/d and likely will come in higher imo. I would expect June monthly oil production to surprise to the upside based on these results"  
[X Link](https://x.com/UndervaluedOnG/status/1822852879620698129)  2024-08-12T04:29Z [----] followers, [---] engagements


"$xom $oxy the big growth drivers for 2Q24. Need to see usa oil prod growth flatline in the Big [--] if we want WTI to take the next leg higher imo. We're clearly not there.yet"  
[X Link](https://x.com/UndervaluedOnG/status/1822852881961157071)  2024-08-12T04:29Z [----] followers, [---] engagements


"@BubleQe Well done QE. You had the thesis and conviction and stayed true to that. Pumped for you and all $cr holders"  
[X Link](https://x.com/UndervaluedOnG/status/1823037983592685794)  2024-08-12T16:45Z [----] followers, [---] engagements


"@WarrenFine @ericnuttall RIP 🪦 your Facebook groups I guess"  
[X Link](https://x.com/UndervaluedOnG/status/1824448928319762656)  2024-08-16T14:11Z [----] followers, [---] engagements


"@z_or_zee @rockcreekfreak @WarrenFine @ericnuttall He capitulated on o&g but still has his 8.5x11 up of Mr Nuttall up on the wall"  
[X Link](https://x.com/UndervaluedOnG/status/1824587501698236494)  2024-08-16T23:22Z [----] followers, [---] engagements


"@YourAlwaysHobin Another o&g investor walks off into the 🌅"  
[X Link](https://x.com/UndervaluedOnG/status/1824625592509124740)  2024-08-17T01:53Z [----] followers, [--] engagements


"https://x.com/i/spaces/1gqxvNzeaEnxB https://x.com/i/spaces/1gqxvNzeaEnxB"  
[X Link](https://x.com/UndervaluedOnG/status/1824643932195590422)  2024-08-17T03:06Z [----] followers, [---] engagements


"Bought some $step today. Acquisition target"  
[X Link](https://x.com/UndervaluedOnG/status/1826335042412707926)  2024-08-21T19:06Z [----] followers, [----] engagements


"@AssetTraveller poster child (and $ath ftm) for value creation from committed and consistent buyback strategy"  
[X Link](https://x.com/UndervaluedOnG/status/1826364794859127181)  2024-08-21T21:04Z [----] followers, [---] engagements


"REITs nicely today with rate cut looking more likely in Sep. 52wk hi for $schh today and almost one for $o . Im allocating a large portion of o&g divy income and realized gains to REITs via $schh $o underwater on both positions. I continue to believe rates peak in [--] https://t.co/8FbQamIWdT Im allocating a large portion of o&g divy income and realized gains to REITs via $schh $o underwater on both positions. I continue to believe rates peak in [--] https://t.co/8FbQamIWdT"  
[X Link](https://x.com/UndervaluedOnG/status/1827038971840352262)  2024-08-23T17:43Z [----] followers, [----] engagements


"Back in the green on the fixed income portion of my portfolio. High water mark. Plenty of capital to deploy in to equities should things continue to drop The fixed income portion of my portfolio continues to get spanked (and the only time this is good is when Mrs Undervalued is involved). Good news is that Ill eventually make it back by maturity barring a credit event. As stuff matures I roll over into higher yield #FItwit https://t.co/RhIH1gDDxM The fixed income portion of my portfolio continues to get spanked (and the only time this is good is when Mrs Undervalued is involved). Good news is"  
[X Link](https://x.com/UndervaluedOnG/status/1832417795910594816)  2024-09-07T13:57Z [----] followers, [----] engagements


"What I bought this past week: $bhp $fcx $vale $urnm all incremental adds and plenty of dry powder to buy more on further drops"  
[X Link](https://x.com/UndervaluedOnG/status/1832419345215189319)  2024-09-07T14:03Z [----] followers, [----] engagements


"Using latest weekly EIA inventory data Im calculating WTI fair value @ [--] or 14$ undervalued from current princes. Anecdotally spreads above 15$ have represented attractive long oil futures opportunities. I may go long oil futures should the spread widen further"  
[X Link](https://x.com/anyuser/status/1832430450192609788)  2024-09-07T14:47Z [----] followers, 18.1K engagements


"@ng_TO1 @aeberman12 6-7 buck spread not too far off imo. questions include does he consider "other oils" in his analysis Does he trend for inflation Does he do a proper curve fitting exercise to his data These were all questions I asked him and a block was his response"  
[X Link](https://x.com/UndervaluedOnG/status/1836432781246627892)  2024-09-18T15:51Z [----] followers, [--] engagements


"From 1Q24 to 2Q24 oil production 275K b/d QoQ. the Big [--] ($xom $cvx $cop $oxy $eog $dvn $fang) production 166k b/d. 60% of growth came from Big [--] whom have collective marketshare of just 38%"  
[X Link](https://x.com/UndervaluedOnG/status/1836774322108580071)  2024-09-19T14:28Z [----] followers, [----] engagements


"$wcp market cap 17% above $vrn . Time to merge and $vrn shareholders get 49% of the combined co Grant stays in control"  
[X Link](https://x.com/UndervaluedOnG/status/1839301155517771984)  2024-09-26T13:49Z [----] followers, [----] engagements


"@oilrambo We know Grant wants to be a BSD.double digit market cap the next step. I'm sure there are plenty of "operational efficiencies" they could achieve as well"  
[X Link](https://x.com/UndervaluedOnG/status/1839303599849091302)  2024-09-26T13:58Z [----] followers, [---] engagements


"$vrn is vulnerable.they made a good acq but took on a bit too much debt. meanwhile $wcp B/S sub 1B. Low 3s B debt totally reasonable debt load for a combined co"  
[X Link](https://x.com/UndervaluedOnG/status/1839304506854748347)  2024-09-26T14:02Z [----] followers, [---] engagements


"@CdnEngyAnalysis These large caps trade at better valuation I think both $vrn $wcp realize this and need to move up the cap chain"  
[X Link](https://x.com/UndervaluedOnG/status/1839311893288321059)  2024-09-26T14:31Z [----] followers, [---] engagements


"@Rory_Johnston 135K b/d production miss a close second imo"  
[X Link](https://x.com/UndervaluedOnG/status/1840864598716764338)  2024-09-30T21:21Z [----] followers, [---] engagements


"Things bad in oil land. Even the base metal & PM bros dunking on us If crude oil can't break out now when will it Genuinely curious to hear from oil bulls. You've had every bull thesis point hit yet oil is still at the bottom of the range. What are you looking for now What's the incremental point to send it higher If crude oil can't break out now when will it Genuinely curious to hear from oil bulls. You've had every bull thesis point hit yet oil is still at the bottom of the range. What are you looking for now What's the incremental point to send it higher"  
[X Link](https://x.com/UndervaluedOnG/status/1841231014451921240)  2024-10-01T21:37Z [----] followers, [----] engagements


"Booiiinnngg (usd too)"  
[X Link](https://x.com/UndervaluedOnG/status/1841250845469335956)  2024-10-01T22:56Z [----] followers, [----] engagements


"WTI valuation gap narrowing today down to $5 undervalued. WTI fair value of [--] or [--] undervalued from todays (10/4). Recent rise into the mid 70s fundamentally justified https://t.co/7AZzSounNw WTI fair value of [--] or [--] undervalued from todays (10/4). Recent rise into the mid 70s fundamentally justified https://t.co/7AZzSounNw"  
[X Link](https://x.com/anyuser/status/1843325463500099617)  2024-10-07T16:20Z [----] followers, [----] engagements


"Im buying $bhp $vale today"  
[X Link](https://x.com/UndervaluedOnG/status/1844009227989512364)  2024-10-09T13:37Z [----] followers, [----] engagements


"Solid draw for commercial petroleum products ex. Other oils per latest eia weekly. WTI fair value estimate of [--] or 10$ undervalued from market price. 6month low in commercial inv ex other oils"  
[X Link](https://x.com/anyuser/status/1844108845540315258)  2024-10-09T20:13Z [----] followers, [----] engagements


"Feels to me $wcp has been trading strong last few months. Really since they announced (and have been executing on) larger buyback"  
[X Link](https://x.com/UndervaluedOnG/status/1844521419800981825)  2024-10-10T23:32Z [----] followers, [----] engagements


"2. 🛑 fast food. This was tough for me. I ❤ places like Chic fil a & Popeyes. A late night drive to Wendys and ordering spicy nuggs & [--] junior 🥓 cheeseburgers a guilty pleasure of mine"  
[X Link](https://x.com/UndervaluedOnG/status/1847646524966150457)  2024-10-19T14:30Z [----] followers, [----] engagements


"Ill still eat at places like chipotle Jersey mikes my local Jersey deli but have cut out the true fast food"  
[X Link](https://x.com/UndervaluedOnG/status/1847646526710878571)  2024-10-19T14:30Z [----] followers, [----] engagements


"3. Lunch tweaks. Order just that sandwich and cut out that bowl of soup on side. No giant cookie to wash down that Cuban sandwich. I went from no 🥗 to Some days Ill have a Greek 🥗 w chicken or a 🥗 w steak"  
[X Link](https://x.com/UndervaluedOnG/status/1847646528212472154)  2024-10-19T14:30Z [----] followers, [----] engagements


"Dont go 💯 🥗 youll drive yourself crazy and its not sustainable imo. I eat what I want for lunch for the most part I just cut out the excessive portions"  
[X Link](https://x.com/UndervaluedOnG/status/1847646529886073028)  2024-10-19T14:30Z [----] followers, [----] engagements


"9. Weight & scale. Ill check in on my weight most days. As Ive learned your weight can fluctuate a lot within the day. Unsurprisingly Im typically lightest in the morning before lunch. Get a scale that syncs with your phone so you can keep your history"  
[X Link](https://x.com/UndervaluedOnG/status/1847646561804636571)  2024-10-19T14:30Z [----] followers, [---] engagements


"I officially log my weight every Sunday morning. But Ill check in throughout week to keep tabs and seeing how Im doing. [---] lb/week seems sustainable for me"  
[X Link](https://x.com/UndervaluedOnG/status/1847646563733995710)  2024-10-19T14:30Z [----] followers, [----] engagements


"Results. Lost [--] pounds since early Aug. My next official weigh in is tomorrow (Sun) but Im currently at 212lbs. Average weight loss 1.5lb/wk. slow and steady but feels sustainable. My goal is [---] which would no longer categorize me as obese. Cholesterol down 💯 points"  
[X Link](https://x.com/UndervaluedOnG/status/1847646568058347645)  2024-10-19T14:30Z [----] followers, [----] engagements

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