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

Kevin Graham posts on X about $peyto, meg, $meg, $ath the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXXX +100%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

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

- X Week XX +56%
- X Month XX +47%
- X Months XXX -XX%
- X Year XXX +25%

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

- X Week XXXXX +0.43%
- X Month XXXXX +2.30%
- X Months XXXXX +14%
- X Year XXXXX +31%

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

### Social Influence [#](/creator/twitter::1400813693571538944/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [stocks](/list/stocks)  XXXX%

**Social topic influence**
[$peyto](/topic/$peyto) 9.62%, [meg](/topic/meg) 5.77%, [$meg](/topic/$meg) 5.77%, [$ath](/topic/$ath) 5.77%, [$bte](/topic/$bte) 5.77%, [$cnq](/topic/$cnq) 5.77%, [money](/topic/money) 3.85%, [$megto](/topic/$megto) 3.85%, [kel](/topic/kel) 3.85%, [pou](/topic/pou) XXXX%

**Top accounts mentioned or mentioned by**
[@bubleqe](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@nuggetcapital](/creator/undefined) [@garquake](/creator/undefined) [@merlice1](/creator/undefined) [@bb19043](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@derachsenzeit](/creator/undefined) [@robertmeiday](/creator/undefined) [@cjquaschnick](/creator/undefined) [@fuzzybe02910905](/creator/undefined) [@stevewps](/creator/undefined) [@bdepardell](/creator/undefined) [@gubbeen1](/creator/undefined) [@westpine613](/creator/undefined) [@gary79699215](/creator/undefined) [@dsunfong](/creator/undefined) [@imanobo02670922](/creator/undefined) [@nrginvest](/creator/undefined) [@trashmcoiltrash](/creator/undefined)

**Top assets mentioned**
[Aethir (ATH)](/topic/$ath) [Baytex Energy Corp. (BTE)](/topic/$bte) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Pou On Sui (POU)](/topic/$pou) [Soil (SOIL)](/topic/$soil) [Birake (BIR)](/topic/$bir) [Suncor Energy, Inc. (SU)](/topic/$su) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Imperial Oil Limited (IMO)](/topic/$imo) [Cameco Corporation (CCJ)](/topic/$ccj) [Scroll (SCR)](/topic/$scr) [VeChain (VET)](/topic/$vet) [Accelerant Holdings (ARX)](/topic/$arx) [Veren Inc. (VRN)](/topic/$vrn) [Crane Holdings, Co. (CR)](/topic/$cr) [PARSIQ (PRQ)](/topic/$prq) [GRAHAM HOLDINGS COMPANY (GHC)](/topic/$ghc) [LCX (LCX)](/topic/$lcx) [Ovintiv, Inc. (OVV)](/topic/$ovv)
### Top Social Posts [#](/creator/twitter::1400813693571538944/posts)
---
Top posts by engagements in the last XX hours

"@rockcreekfreak @NuggetCapital Many of which were owners looking to find a home for the business they built/created. Theyre selling their lifes work their lifes painting. Theyre also selling to a company that doesnt hold quarterly conf. calls (for the same reason) These are not the same but nice try"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1947876632985014524) 2025-07-23 04:29:13 UTC 3279 followers, XXX engagements


"@dsunfong Ramping capex for X years with no response Sure they are talking XX% in near future but follow the money. They have also been underfunding capex for a while now. Theyll have to ramp in the near future just to maintain production Financial statements always tell the real story"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1948064325031391238) 2025-07-23 16:55:03 UTC 3279 followers, XXX engagements


"No need to worry about continued low AECO pricing $PEY.to is significantly increasing its diversification to US hubs next year. (And has hedged 409mmcfd at $4) πŸ”₯ πŸš€ πŸ”₯ Hedging & diversification forπŸ₯‡ πŸ†"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1947363641323372804) 2025-07-21 18:30:47 UTC 3280 followers, 4633 engagements


"Uranium market to be short for next two years. Recent frenzy likely over as $CCJ insider selling the top. Still lots of time for producers to fill the shortage gap starting in 2035"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1947106399500275858) 2025-07-21 01:28:35 UTC 3280 followers, 2889 engagements


"@imanobo02670922 Perhaps you are unaware but $PEY.to has had little exposure to AECO over the past several years & continues to do so. This has allowed to Peyto to have a total return of 23%/yr for the last X yrs 65%/yr - 5yr among the highest in the energy sector. No complacency at all"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1947989395833012500) 2025-07-23 11:57:18 UTC 3280 followers, XX engagements


"@SteveWps Not a terrible strategy but gotta be selective which youll do Sage advice πŸ‘‡"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1948065479181926865) 2025-07-23 16:59:38 UTC 3276 followers, XXX engagements


"@BubleQe 🎯 Solar panels have a shorter payback period 🀣"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1944850780407914605) 2025-07-14 20:05:34 UTC 3279 followers, XXX engagements


"$MEG.to annual production (blue) has been flat around 100k boe/d for X years now Annual Capex (orange) has nearly doubled over this period Be careful out there FCF isn't always free"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1948053676850876819) 2025-07-23 16:12:44 UTC 3276 followers, 4113 engagements


"@NuggetCapital @rockcreekfreak Let me state this another way: Do good companies sell their Crown Jewels Obv. Not So why do investors think chronic asset buying is a viable business model Also are the sellers of these assets idiots πŸ€” These are the questions investors need to ask of all serial acquirers"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1947871804074430788) 2025-07-23 04:10:02 UTC 3279 followers, 1791 engagements


"Energy that sell at 1P NAV: $ARX $TOU $PNE $AAV $POU $VET $BTE $VRN $ATH $TVE Sell at XX% discount to 1P NAV: $SDE $NVA $WCP $MEG $CJ $GXE Sell at XXX% discount to 1P NAV: $PEY $CR $KEL $PRQ $SOIL $SCR $OBE Choose your fighter #COM"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1793996722257223776) 2024-05-24 13:25:24 UTC 3279 followers, 10.2K engagements


"2024 UPDATE Average Gas E&P now sells for XXX% of their PDP NAV discounted at XX% up from last year $BIR caught up a lot from last years big drawdown $PEY despite the strong performance still trades at a large discount their NPV of reserves. We remain bullishπŸ™‚ 1/2 🧡"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1935443872861073490) 2025-06-18 21:05:52 UTC 3280 followers, 12.4K engagements


"Knock knock whos there $XX πŸ”₯ πŸš€ πŸ”₯ Only took X days to break a new handle.🍻"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1934975666069660127) 2025-06-17 14:05:23 UTC 3280 followers, 5806 engagements


"@FuzzyBe02910905 @garquake Yes total return includes dividends. Anyone can use use the site. $CNQ.to goes back to Jan X 1990. Total return CAGR of XXXX% $PEY.to goes back to Dec X 1997. Total return CAGR of 26.7%. Their TR CAGR was about XX% for their first XX years (1998-2013)"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1945189092934721647) 2025-07-15 18:29:54 UTC 3279 followers, 1219 engagements


"@TrashMcOiltrash @rockcreekfreak @NuggetCapital $CNQ has rarely made an acquisition during high commodity prices. Not the same"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1947878956088393767) 2025-07-23 04:38:27 UTC 3276 followers, XXX engagements


"Only two O&G companies have had negative total returns since inception $ATH at -XXXX% (-7.0% CAGR since April 2010) $MEG at -XXXX% (-1.8% CAGR since July 2010) Every single investor before 2021 likely lost money on these names 😬"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1944532709675819514) 2025-07-13 23:01:40 UTC 3279 followers, 6105 engagements


"@Bmrfan1 The job of an investor is to figure out what management isnt telling you. Has any analyst pointed this out before I didnt think so. Tbh I havent read their corp ppt (in detail) but have put their financial statements through the meat grinder"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1948068877109477682) 2025-07-23 17:13:08 UTC 3279 followers, XXX engagements


"Whats bearish for WTI is bullish NG Expect $5-6 HH in 2026 if we get $XX WTI in Q4 πŸ”₯ πŸš€ πŸ”₯ $PEY.to $TOU.to $ARX.to"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1940024761943470402) 2025-07-01 12:28:41 UTC 3280 followers, 3804 engagements


"@AssetTraveller @Bell Wow we just had our first Starlink outage lasted two hours. First outage in four years"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1948895124513243545) 2025-07-25 23:56:21 UTC 3276 followers, XXX engagements


"Energy X Year Total Return That's some wild differences in performance"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1948049058221765002) 2025-07-23 15:54:23 UTC 3277 followers, 10.6K engagements


"NBF raises their targets: $PEY.to to $XX from $XX $ARX.to to $XX from $XX $TVE.to $XXXX from $X A little late to the party guys πŸŽ‰ πŸ”₯ πŸš€"  
![@Kevin_AGraham Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1400813693571538944.png) [@Kevin_AGraham](/creator/x/Kevin_AGraham) on [X](/post/tweet/1935728710700679290) 2025-06-19 15:57:43 UTC 3279 followers, 8188 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Kevin_AGraham Avatar @Kevin_AGraham Kevin Graham

Kevin Graham posts on X about $peyto, meg, $meg, $ath the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +100%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +56%
  • X Month XX +47%
  • X Months XXX -XX%
  • X Year XXX +25%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.43%
  • X Month XXXXX +2.30%
  • X Months XXXXX +14%
  • X Year XXXXX +31%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXX%

Social topic influence $peyto 9.62%, meg 5.77%, $meg 5.77%, $ath 5.77%, $bte 5.77%, $cnq 5.77%, money 3.85%, $megto 3.85%, kel 3.85%, pou XXXX%

Top accounts mentioned or mentioned by @bubleqe @rockcreekfreak @nuggetcapital @garquake @merlice1 @bb19043 @plutusofcrete89 @derachsenzeit @robertmeiday @cjquaschnick @fuzzybe02910905 @stevewps @bdepardell @gubbeen1 @westpine613 @gary79699215 @dsunfong @imanobo02670922 @nrginvest @trashmcoiltrash

Top assets mentioned Aethir (ATH) Baytex Energy Corp. (BTE) Canadian Natural Resources Limited (CNQ) Pou On Sui (POU) Soil (SOIL) Birake (BIR) Suncor Energy, Inc. (SU) Cenovus Energy Inc. (CVE) Imperial Oil Limited (IMO) Cameco Corporation (CCJ) Scroll (SCR) VeChain (VET) Accelerant Holdings (ARX) Veren Inc. (VRN) Crane Holdings, Co. (CR) PARSIQ (PRQ) GRAHAM HOLDINGS COMPANY (GHC) LCX (LCX) Ovintiv, Inc. (OVV)

Top Social Posts #


Top posts by engagements in the last XX hours

"@rockcreekfreak @NuggetCapital Many of which were owners looking to find a home for the business they built/created. Theyre selling their lifes work their lifes painting. Theyre also selling to a company that doesnt hold quarterly conf. calls (for the same reason) These are not the same but nice try"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 04:29:13 UTC 3279 followers, XXX engagements

"@dsunfong Ramping capex for X years with no response Sure they are talking XX% in near future but follow the money. They have also been underfunding capex for a while now. Theyll have to ramp in the near future just to maintain production Financial statements always tell the real story"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 16:55:03 UTC 3279 followers, XXX engagements

"No need to worry about continued low AECO pricing $PEY.to is significantly increasing its diversification to US hubs next year. (And has hedged 409mmcfd at $4) πŸ”₯ πŸš€ πŸ”₯ Hedging & diversification forπŸ₯‡ πŸ†"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-21 18:30:47 UTC 3280 followers, 4633 engagements

"Uranium market to be short for next two years. Recent frenzy likely over as $CCJ insider selling the top. Still lots of time for producers to fill the shortage gap starting in 2035"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-21 01:28:35 UTC 3280 followers, 2889 engagements

"@imanobo02670922 Perhaps you are unaware but $PEY.to has had little exposure to AECO over the past several years & continues to do so. This has allowed to Peyto to have a total return of 23%/yr for the last X yrs 65%/yr - 5yr among the highest in the energy sector. No complacency at all"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 11:57:18 UTC 3280 followers, XX engagements

"@SteveWps Not a terrible strategy but gotta be selective which youll do Sage advice πŸ‘‡"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 16:59:38 UTC 3276 followers, XXX engagements

"@BubleQe 🎯 Solar panels have a shorter payback period 🀣"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-14 20:05:34 UTC 3279 followers, XXX engagements

"$MEG.to annual production (blue) has been flat around 100k boe/d for X years now Annual Capex (orange) has nearly doubled over this period Be careful out there FCF isn't always free"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 16:12:44 UTC 3276 followers, 4113 engagements

"@NuggetCapital @rockcreekfreak Let me state this another way: Do good companies sell their Crown Jewels Obv. Not So why do investors think chronic asset buying is a viable business model Also are the sellers of these assets idiots πŸ€” These are the questions investors need to ask of all serial acquirers"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 04:10:02 UTC 3279 followers, 1791 engagements

"Energy that sell at 1P NAV: $ARX $TOU $PNE $AAV $POU $VET $BTE $VRN $ATH $TVE Sell at XX% discount to 1P NAV: $SDE $NVA $WCP $MEG $CJ $GXE Sell at XXX% discount to 1P NAV: $PEY $CR $KEL $PRQ $SOIL $SCR $OBE Choose your fighter #COM"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2024-05-24 13:25:24 UTC 3279 followers, 10.2K engagements

"2024 UPDATE Average Gas E&P now sells for XXX% of their PDP NAV discounted at XX% up from last year $BIR caught up a lot from last years big drawdown $PEY despite the strong performance still trades at a large discount their NPV of reserves. We remain bullishπŸ™‚ 1/2 🧡"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-06-18 21:05:52 UTC 3280 followers, 12.4K engagements

"Knock knock whos there $XX πŸ”₯ πŸš€ πŸ”₯ Only took X days to break a new handle.🍻"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-06-17 14:05:23 UTC 3280 followers, 5806 engagements

"@FuzzyBe02910905 @garquake Yes total return includes dividends. Anyone can use use the site. $CNQ.to goes back to Jan X 1990. Total return CAGR of XXXX% $PEY.to goes back to Dec X 1997. Total return CAGR of 26.7%. Their TR CAGR was about XX% for their first XX years (1998-2013)"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-15 18:29:54 UTC 3279 followers, 1219 engagements

"@TrashMcOiltrash @rockcreekfreak @NuggetCapital $CNQ has rarely made an acquisition during high commodity prices. Not the same"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 04:38:27 UTC 3276 followers, XXX engagements

"Only two O&G companies have had negative total returns since inception $ATH at -XXXX% (-7.0% CAGR since April 2010) $MEG at -XXXX% (-1.8% CAGR since July 2010) Every single investor before 2021 likely lost money on these names 😬"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-13 23:01:40 UTC 3279 followers, 6105 engagements

"@Bmrfan1 The job of an investor is to figure out what management isnt telling you. Has any analyst pointed this out before I didnt think so. Tbh I havent read their corp ppt (in detail) but have put their financial statements through the meat grinder"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 17:13:08 UTC 3279 followers, XXX engagements

"Whats bearish for WTI is bullish NG Expect $5-6 HH in 2026 if we get $XX WTI in Q4 πŸ”₯ πŸš€ πŸ”₯ $PEY.to $TOU.to $ARX.to"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-01 12:28:41 UTC 3280 followers, 3804 engagements

"@AssetTraveller @Bell Wow we just had our first Starlink outage lasted two hours. First outage in four years"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-25 23:56:21 UTC 3276 followers, XXX engagements

"Energy X Year Total Return That's some wild differences in performance"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-07-23 15:54:23 UTC 3277 followers, 10.6K engagements

"NBF raises their targets: $PEY.to to $XX from $XX $ARX.to to $XX from $XX $TVE.to $XXXX from $X A little late to the party guys πŸŽ‰ πŸ”₯ πŸš€"
@Kevin_AGraham Avatar @Kevin_AGraham on X 2025-06-19 15:57:43 UTC 3279 followers, 8188 engagements

creator/x::Kevin_AGraham
/creator/x::Kevin_AGraham