#  @peterlukacsresearch Peter Lukacs Research Peter Lukacs Research posts on YouTube about stocks, gas, dividend, oil the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UC3T0Vo-UR1kZtYes2mdZSoQ/interactions)  - [--] Week [------] -33% - [--] Month [------] +9.80% ### Mentions: [--] [#](/creator/youtube::UC3T0Vo-UR1kZtYes2mdZSoQ/posts_active)  - [--] Week [--] +14% - [--] Month [---] +15% ### Followers: [-----] [#](/creator/youtube::UC3T0Vo-UR1kZtYes2mdZSoQ/followers)  - [--] Week [-----] +4.80% - [--] Month [-----] +35% ### CreatorRank: [---------] [#](/creator/youtube::UC3T0Vo-UR1kZtYes2mdZSoQ/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [exchanges](/list/exchanges) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [stocks](/topic/stocks) #4331, [gas](/topic/gas) #1581, [dividend](/topic/dividend) #223, [oil](/topic/oil), [stocks energy](/topic/stocks-energy) #358, [investment](/topic/investment) #4879, [sector](/topic/sector) #564, [canada](/topic/canada), [russia](/topic/russia) #3967, [ai](/topic/ai) **Top accounts mentioned or mentioned by** [@peterlukacsr](/creator/undefined) **Top assets mentioned** [Exxon Mobil (XOM)](/topic/exxon-mobil) [ConocoPhillips (COP)](/topic/conocophillips) [Canadian Natural Resources Limited (CNQ)](/topic/canadian-natural-resources) [Imperial Oil Limited (IMO)](/topic/$imo) [Suncor Energy, Inc. (SU)](/topic/$su) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [Chevron Corporation (CVX)](/topic/chevron-corp) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Philip Morris International Inc. (PM)](/topic/$pm) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Altria Group Inc (MO)](/topic/$mo) ### Top Social Posts Top posts by engagements in the last [--] hours "Chevron FY25 Results High Quality but Fairly Priced Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review Chevron Corporations FY25 results and revisit the investment thesis. I break down its global upstream-heavy portfolio capital allocation management quality and shareholder returns while highlighting key risks around oil & gas prices execution and geopolitics. At todays price Chevron looks high quality but" [YouTube Link](https://youtube.com/watch?v=4Abp20UMb4g) 2026-02-14T19:41Z [----] followers, [---] engagements "TotalEnergies FY25 Results Should You Buy Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management quality and the" [YouTube Link](https://youtube.com/watch?v=I9V9J_1mdz4) 2026-02-13T16:51Z [----] followers, [---] engagements "ConocoPhillips 25FY: Are Buybacks About to Surge Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review ConocoPhillips FY25 results and revisit the investment thesis. I break down its pure upstream low-cost portfolio recent M&A-driven growth capital allocation priorities and shareholder returns while discussing key risks tied to oil prices execution and cycle timing. With production up and major acquisitions" [YouTube Link](https://youtube.com/watch?v=ZpX1E6LshoM) 2026-02-15T19:32Z [----] followers, [---] engagements "BAT Stock Analysis [----] Dividend & 20% Upside Quick breakdown of British American Tobacco (BAT) in 2025: - Global tobacco leader with strong brands and scale - High profitability with 39% ROTA - Reliable 6% dividend yield - Fair value estimate of [--] per share 20% upside Is BAT stock undervalued right now 👉 Subscribe for more short sharp stock insights. Disclaimer: This video is for educational purposes only and is not financial or investment advice. I am not a licensed advisor. Do your own research and consult a professional before making investment decisions. Investing carries risks" [YouTube Link](https://youtube.com/watch?v=7iXL8nFS_yg) 2025-09-30T20:14Z [--] followers, [--] engagements "Nestls CHF200B Empire Explained Fast 💨 Nestl Stock Analysis [----] In this video I break down Nestl from a value investing perspective using the four Ms: Meaning Moat Management and Margin of Safety. Well cover: What makes Nestls business model so resilient Its global brand power and competitive advantages How effective management and capital allocation have been And whether the stock still offers a margin of safety in [----] 📊 Based on Nestls [----] H1 results and recent investor presentation. 💬 Let me know in the comments is Nestl a buy for long-term investors" [YouTube Link](https://youtube.com/watch?v=BZhjVbYmvyU) 2025-10-13T11:53Z [--] followers, [--] engagements "Vale Stock in [--] Seconds Mining Giant with 7.6% Dividend 💰 #VALE #StockAnalysis #investing2025 Quick breakdown of Vale (VALE) stock mining giant strong financials and a 7.6% dividend 🚀 If you like this Short click the link to watch my full Vale stock analysis for [----]. https://youtu.be/LMoYKZCgz6Asi=qjpAtDzq033ilJqh Disclaimer: This video is for educational purposes only and is not financial or investment advice. I am not a licensed advisor. Do your own research and consult a professional before making investment decisions. Investing carries risks including possible loss of capital" [YouTube Link](https://youtube.com/watch?v=afd1KxKMF6I) 2025-09-26T15:40Z [--] followers, [--] engagements "16% dividend + 80% upside Petrobras #dividends#petrobras 🎥 Watch full video here: https://youtu.be/d4m8jJjewsYsi=dwFG1IxBI25BvAhh Disclaimer: This video is for educational purposes only and is not financial or investment advice. I am not a licensed advisor. Do your own research and consult a professional before making investment decisions. Investing carries risks including possible loss of capital" [YouTube Link](https://youtube.com/watch?v=mgIfOHe4AFg) 2025-09-25T16:16Z [--] followers, [--] engagements "USD Still Dominates #usd #gold #brics You can watch the full analysis here: https://youtu.be/xbGlN5aZ9h0si=fUDwJaxIW3gDosUl The US dollar still dominates global reserves despite growing competition from the euro yen pound and yuan. Heres why the USD remains the worlds backbone currency. 🌍💵" [YouTube Link](https://youtube.com/watch?v=wyYPHMJYlWI) 2025-09-25T17:06Z [--] followers, [--] engagements "Macro Outlook: Changing World Order (2025) Explore key global economic and geopolitical shifts shaping the future from aging populations and rising healthcare costs to high U.S. equity valuations the debt challenge dollar dominance and the G7 vs. BRICS power balance. What lies ahead for globalization and financial markets in an uncertain world #Economy #GlobalTrends #MacroOutlook #finance 0:00 Intro 0:21 Overview 4:01 Aging Population 6:28 Increasing Health Costs 8:18 The Debt Problem 12:17 High U.S. Equity Valuations 21:02 US Dollar Dominance 26:53 G7 vs BRICS 28:34 Globalization 37:28 Outro" [YouTube Link](https://youtube.com/watch?v=xbGlN5aZ9h0) 2025-09-23T14:13Z [--] followers, [--] engagements "ARC Resources: Canadas Top Gas Play ARC Resources (ARX.TO) is one of Canadas leading natural gas and condensate producers. In this video we break down why ARC stands out as Canadas top gas play for the coming decade. Operating in the world-class Montney formation ARC delivers low-cost production strong market access and a long inventory life. With 16+ years of reserves increasing exposure to U.S. and global LNG pricing and a disciplined focus on efficiency dividends and buybacks ARC is positioned to benefit from rising natural gas demand. Key fundamentals covered: 1) 410000+ boe/day of" [YouTube Link](https://youtube.com/watch?v=-6f_pDiUDqM) 2025-12-03T20:17Z [----] followers, [----] engagements "Rio Tinto (RIO) Stock Analysis Is It Winning the Metals Race In this video I break down Rio Tinto one of the worlds largest mining companies through a value investing lens. Well explore: 🔍 The companys business model and key commodities (iron ore copper lithium) 🛡 Its competitive moat cost efficiency infrastructure and scale 👨💼 Management quality and shareholder-focused policies 💰 Valuation metrics and margin of safety (intrinsic value $55) ⚠ Risks from China commodity cycles and geopolitics If youre interested in value investing commodity stocks or long-term portfolio building this" [YouTube Link](https://youtube.com/watch?v=-JjCqeJYseg) 2025-10-26T16:54Z [----] followers, [---] engagements "BP 25FY Results When ESG Meets Reality Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through BPs FY2025 results using my slides and focus on what really matters behind the headlines. BP still generates cash but the business faces shrinking reserves high debt and a strategy that has swung from ESG ambitions back to upstream survival. I break down segment performance replacement-cost accounting and why" [YouTube Link](https://youtube.com/watch?v=24c5S3En-wk) 2026-02-10T22:20Z [----] followers, [---] engagements "Altria (MO) Stock Analysis Marlboros Dominance Huge Market Share & 7.4% Dividend Yield In this video I analyze Altria Group (NYSE: MO) the U.S. tobacco giant behind Marlboro one of the strongest and most iconic brands in the world. Despite declining smoking rates Altria continues to generate steady cash flow maintain pricing power and reward shareholders with an impressive 7.4% dividend yield and buybacks. Well walk through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety to determine if Altria remains a solid income and value play. 📊 Timestamps: 0:00 Intro 1:10" [YouTube Link](https://youtube.com/watch?v=2v0CEn5paEw) 2025-11-07T16:52Z [----] followers, [---] engagements "My Top [--] Latin American Oil & Gas Stocks [--] is a Buy Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join my Youtube membership to get deeper insights and access to my work. In this video I share my Top [--] Latin American Oil & Gas stocks one is a Buy based on fundamentals and risk-adjusted valuation. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Management quality and ownership structures 4) Valuation and margin of safety Not" [YouTube Link](https://youtube.com/watch?v=2vvZuzddDNw) 2026-02-02T16:40Z [----] followers, [----] engagements "Woodside Is Doubling Down on Growth But at What Cost Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Woodside is doubling down on growth through LNG and offshore oil projects but that growth comes with higher debt share dilution and weak near-term free cash flow. In this video I take a closer look at what investors are really paying for today. 📌 What I cover in this analysis: 1) Woodsides oil & gas mix and heavy LNG exposure 2) Capital spending rising debt and limited shareholder returns 3) Management incentives EBITDA focus and low skin in the game 4) Ownership" [YouTube Link](https://youtube.com/watch?v=3EXHNizR41w) 2025-12-30T19:51Z [----] followers, [---] engagements "Equinor 2025FY Results Just Dropped Here Are My Thoughts Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Equinor delivers solid FY2025: strategic divestments sharpen the portfolio 3% oil & gas production growth and renewables losses are lower. Profitability stays strong with a resilient balance sheet. $1.5B buyback (below prior years) and 5% dividend growth maintained. Reserve replacement needs improvement but overall the" [YouTube Link](https://youtube.com/watch?v=3K94bGA_k0Y) 2026-02-04T21:42Z [----] followers, [----] engagements "ARC Resources FY2025 I Bought the Dip Heres Why Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I break down why I decided to buy ARC Resources (ARX) after the recent selloff. The market is worried about delays and uncertainty around the Attachie project but my thesis focuses on ARX as a Canadian Montney natural gas leader with 60% gas / 40% liquids strong execution and growing exposure to U.S. and international" [YouTube Link](https://youtube.com/watch?v=5e7O8dKoHq8) 2026-02-06T17:01Z [----] followers, [----] engagements "PrairieSky Royalty (PSK) Stock Analysis Wonderful Canadian Oil & Gas Business Fair Price In todays video I break down PrairieSky Royalty (PSK) one of Canadas most impressive oil & gas royalty businesses. PSK operates a pure royalty model with no drilling no capex and extremely low operating costs. With over [----] million acres of royalty and fee-simple mineral rights PrairieSky offers one of the simplest and most durable business models in the energy sector. Using a value investing approach I walk through the companys Meaning Moat Management and Margin of Safety. PSK is truly a wonderful" [YouTube Link](https://youtube.com/watch?v=6ZfVJHnmqxs) 2025-11-19T14:18Z [----] followers, [---] engagements "Grupo Aeroportuario del Sureste (NYSE: ASR) Beneficiary of Canadians Skipping the U.S. In this video I dive deep into Grupo Aeroportuario del Sureste (ASUR) one of the highest-quality airport operators in the world and a long-term compounder hiding in plain sight. Using a classic Buffett-style value investing framework I break down ASUR through the lenses of Meaning Moat Management and Margin of Safety while exploring whether geopolitical tensions and U.S.Canada travel frictions could push even more tourism into Mexico. I analyze ASURs airport monopolies across Mexico Puerto Rico and Colombia" [YouTube Link](https://youtube.com/watch?v=71REV7IATk0) 2025-11-15T14:45Z [----] followers, [---] engagements "My Top [--] European Oil & Gas Stocks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I share my Top [--] European Oil & Gas stocks all three rated as buys based on fundamentals. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Ownership structures and shareholder returns 4) Valuation Not financial advice. Educational purposes only. Vr Energi (VAR)" [YouTube Link](https://youtube.com/watch?v=7A-jZI5J0mI) 2026-01-29T21:08Z [----] followers, [---] engagements "Tourmaline (TOU) Canadas Gas Giant With Growth Potential Tourmaline Oil Corp is Canadas largest natural gas producer with massive reserves decades of drilling inventory and a growth trajectory most competitors cant match. But is the stock a buy today Or are investors overlooking real risk beneath the surface In this video I break down Tourmaline using the Four Ms: 🟩 Meaning What the business does & why it matters 🟨 Moat Scale reserves cost leadership but cyclical exposure 🟨 Management Growth-focused but shareholder dilution-driven 🟥 Margin of Safety High cash flows low debt yet valuation" [YouTube Link](https://youtube.com/watch?v=7A815D9wTGE) 2025-11-30T16:29Z [----] followers, [----] engagements "Canadian Oil & Gas (Part 1): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. Well cover the key macro drivers shaping the sector including pricing dynamics infrastructure constraints differentials and commodity cycles and then compare five Canadian" [YouTube Link](https://youtube.com/watch?v=7jvBozqxbQk) 2026-01-18T17:59Z [----] followers, [----] engagements "Exxon 2025FY Results: Big Oil Done Right Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Exxon delivered a strong FY2025 with $28.8B earnings and $52B operating cash flow. Upstream remains the clear profit engine but the business is well diversified across downstream chemicals and specialty products. The Pioneer acquisition has cemented Exxons shale leadership while Guyana continues to add world-class low-cost barrels." [YouTube Link](https://youtube.com/watch?v=7p366yWkAzU) 2026-02-05T14:39Z [----] followers, [---] engagements "Agnico Eagle: The Best Gold Miner Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Agnico Eagle is often seen as the highest-quality gold miner in the industry. But does a great business always mean a great investment In this video I break down Agnico Eagle using a simple structured framework focusing on quality risk and valuation. 📌 Whats covered: Meaning What Agnico Eagle does and how it makes money Moat Does a gold miner have a real competitive advantage Management Incentives capital allocation and insider ownership Margin of Safety Valuation assumptions and" [YouTube Link](https://youtube.com/watch?v=8KUXnCWHimk) 2026-01-08T16:52Z [----] followers, [----] engagements "Exxon 2025FY Results Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Exxon delivered a strong FY2025 with $28.8B earnings and $52B operating cash flow. Upstream remains the clear profit engine but the business is well diversified across downstream chemicals and specialty products. The Pioneer acquisition has cemented Exxons shale leadership while Guyana continues to add world-class low-cost barrels. Production reached 4.7" [YouTube Link](https://youtube.com/watch?v=9Nj8dVQfrFA) 2026-02-05T15:03Z [----] followers, [---] engagements "Equinor: My #2 Stock (January 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data models and my portfolio positioning behind the thesis join the membership for deeper insights and access to my work. In this video I explain why Equinor (EQNR) is currently my #2 stock as of January [----] a low-cost geopolitically safe oil & gas producer trading at a large discount despite stable production and strong cash flows. I break down Equinor using my KPI framework: business meaning + moat management & governance balance sheet strength and" [YouTube Link](https://youtube.com/watch?v=9bG5dmBwd_0) 2026-01-24T21:52Z [----] followers, [---] engagements "ARC Resources: Canadas Top Gas Play ARC Resources (ARX.TO) is one of Canadas leading natural gas and condensate producers. In this video we break down why ARC stands out as Canadas top gas play for the coming decade. Operating in the world-class Montney formation ARC delivers low-cost production strong market access and a long inventory life. With 16+ years of reserves increasing exposure to U.S. and global LNG pricing and a disciplined focus on efficiency dividends and buybacks ARC is positioned to benefit from rising natural gas demand. Key fundamentals covered: 1) 410000+ boe/day of" [YouTube Link](https://youtube.com/watch?v=AMp_BSGLKLw) 2025-12-06T13:13Z [----] followers, [---] engagements "Kinross Gold: Debt Gone Buybacks Underway Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Kinross Gold has quietly transformed its balance sheet over the past few years. Debt is largely gone liquidity is strong and surging gold prices have unlocked a wave of free cash flow that is now being funneled back to shareholders through dividends and buybacks. On the surface the setup looks compelling. 🟡 In this video we break down Kinross using a MeaningMoatManagementMargin of Safety framework. Youll see how a historically low-return price-taking gold miner has suddenly" [YouTube Link](https://youtube.com/watch?v=AOP2-udUHbI) 2026-01-05T21:07Z [----] followers, [---] engagements "I Analyzed the Big [--] Tobacco Companies Here Are My Top [--] Picks In this video I analyze the Big [--] global tobacco companies and explain why this controversial often-ignored sector can still offer attractive investment opportunities. I break down each company using a consistent framework valuation free cash flow yield long-term profitability (ROTA) debt coverage and business mix and show why headline metrics like P/E ratios can be misleading in tobacco. Despite declining smoking rates the industry continues to generate strong cash flows pricing power and shareholder returns. After comparing all" [YouTube Link](https://youtube.com/watch?v=Abo1VKuCTuI) 2025-12-13T11:54Z [----] followers, [----] engagements "My Stock Portfolio (January 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I share my current stock portfolio allocations my thesis/investment strategy and the rationale behind each stock. Become a member of my YouTube channel and get access to weekly snapshot reports on stocks assumptions my portfolio and more. #StockPortfolio #Investing #PortfolioUpdate #January2026 #Stocks #DividendInvesting #LongTermInvesting #ValueInvesting #FinancialFreedom #PersonalFinance #InvestingJourney #WealthBuilding #PassiveIncome #StockMarket #PortfolioBreakdown" [YouTube Link](https://youtube.com/watch?v=BEHO9zbCscA) 2026-01-17T17:13Z [----] followers, [----] engagements "Vr Energi 25FY Results Story Unchanged Still a Top Pick Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Vr Energis 25FY results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost NCS operator with predictable cash generation Eni-backed governance and a dividend-first mindset. I cover reserves leverage development plans and the key risks around commodity prices and" [YouTube Link](https://youtube.com/watch?v=BUWe5Lzl9co) 2026-02-11T20:50Z [----] followers, [----] engagements "Aker BP: I Underestimated This Stock (Jan [----] Update) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Aker BP using my KPI framework: business quality and moat balance sheet strength and cash generation management alignment and capital allocation and the key risks that matter oil prices project execution and regulatory exposure. No hype no price targets just structured investor-style thinking focused on" [YouTube Link](https://youtube.com/watch?v=CS5zkoRdFI0) 2026-01-28T15:51Z [----] followers, [----] engagements "This UK Stock Pays 6.3% Dividends 📈💵 Is Imperial Brands PLC (IMB) truly the Dividend King of the UK market or is its stability at risk In this video we dive deep into the companys financials dividend history growth outlook and future prospects. 📊 Topics Covered: Overview of Imperial Brands business model Dividend sustainability and payout ratio Recent financial performance Long-term growth potential Risks and opportunities for investors 👑 If youre a dividend investor looking for steady income this analysis is for you. 🔔 Subscribe for more stock breakdowns and UK dividend investing" [YouTube Link](https://youtube.com/watch?v=CSkZLJKeEXM) 2025-10-17T10:41Z [----] followers, [---] engagements "Evolution AB (EVVTY) Analysis Is This the Ultimate Growth and Dividend Stock Welcome to another episode of our stock analysis series In this video we explore Evolution AB a global B2B leader in online casino solutions known for its innovation scale and exceptional profitability. 🔍 In this video we cover: - Introduction & Research Approach - Company Overview: Live Casino Game Shows and Slots - Business Moat: Scale Innovation and Partnerships - Management & Dividend Policy - Shareholder Structure (BlackRock Vanguard Kenneth Dart & others) - Financial Performance (20232024 highlights) -" [YouTube Link](https://youtube.com/watch?v=DCoSMpph49o) 2025-10-05T12:20Z [----] followers, [----] engagements "ExxonMobil: Rick Rule Loves This Stock And I Understand Why ExxonMobil is one of the most closely followed oil & gas companies in the world and for good reason. In this video I break down ExxonMobil through a long-term investor lens looking beyond short-term oil prices and headlines. We explore how the business actually works how its positioned across cycles and why investors like Rick Rule have long viewed it as a core energy holding. Topics covered include: 1) Exxons business model and production mix 2) The impact of the Pioneer acquisition and the Permian Basin 3) Capital discipline" [YouTube Link](https://youtube.com/watch?v=DPvtmbcV5Q0) 2025-12-25T16:08Z [----] followers, [----] engagements "Equinor (EQNR) Stock Analysis Lowest Cost Producer & Russias Replacement Is Equinor becoming Europes next energy backbone In this analysis we break down how Norways state-owned energy giant balances profitable oil & gas production with renewable expansion and whether it can truly replace Russia as Europes energy supplier. 👉 Topics covered: Equinors business model & government backing Cost structure and profitability Expansion into renewables (wind solar hydrogen) Dividend strategy and long-term investor potential Can Equinor maintain its edge as energy markets shift 💬 Let m know your" [YouTube Link](https://youtube.com/watch?v=FC_bWUH_i84) 2025-10-15T11:59Z [----] followers, [----] engagements "Cenovus Energy: A Real Turnaround Story Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I analyze Cenovus Energy and ask whether it truly represents a real turnaround story. I break down the impact of the [----] Husky acquisition balance sheet repair production growth capital discipline and valuation. We look at what changed post-merger how management is allocating capital and whether the current share price offers a margin of safety for long-term investors. This is not investment advice. #CenovusEnergy #CVE #OilAndGas #EnergyStocks #CanadianOil" [YouTube Link](https://youtube.com/watch?v=FZMACPzXki4) 2025-12-29T18:32Z [----] followers, [----] engagements "Is Rio Tinto Winning the Metals Race In this video I break down Rio Tinto one of the worlds largest mining companies through a value investing lens. Well explore: 🔍 The companys business model and key commodities (iron ore copper lithium) 🛡 Its competitive moat cost efficiency infrastructure and scale 👨💼 Management quality and shareholder-focused policies 💰 Valuation metrics and margin of safety (intrinsic value $55) ⚠ Risks from China commodity cycles and geopolitics If youre interested in value investing commodity stocks or long-term portfolio building this analysis will give you a" [YouTube Link](https://youtube.com/watch?v=FniKswzx9nc) 2025-10-26T16:55Z [----] followers, [---] engagements "I Analyzed [--] Coal Stocks. Here Are My Top [--] Picks Note: At 01:13 and 09:09 the Yancoal coal mix is displayed incorrectly. The correct breakdown is 20% metallurgical coal and 80% thermal coal. I analyzed [--] publicly traded coal companies across global markets to understand where value actually exists today. Coal is one of the most hated sectors in the market yet it remains critical for global energy industrial production and grid stability. In this video I break down each company using a consistent framework looking at valuation across the cycle long-term profitability balance sheet strength" [YouTube Link](https://youtube.com/watch?v=G4fnxL-jekU) 2025-12-21T16:52Z [----] followers, [----] engagements "Unilever (UNA) Analysis Value Investing Breakdown: Still a Safe Defensive Pick Unilever is one of the worlds leading FMCG giants home to brands like Dove Hellmanns and Ben & Jerrys. But with a major restructuring underway and a new CEO at the helm is it still a reliable dividend and defensive stock for value investors In this video we dive into Unilevers [----] outlook using a value investing approach analyzing: 📊 Business model & resilience in downturns 💪 Moat strength: brand power scale and global reach 👔 Management transition and turnaround strategy 💸 Dividend safety & capital allocation" [YouTube Link](https://youtube.com/watch?v=G5B541HI_v0) 2025-10-11T14:24Z [----] followers, [---] engagements "Canadian Oil & Gas: [--] Stocks (Part 2) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. In Part [--] of my Canadian Oil & Gas thesis I walk through [--] key Canadian energy names focusing on business quality moat and management style and how I think about them relative to each" [YouTube Link](https://youtube.com/watch?v=GC7qv1l3L5A) 2026-01-19T19:21Z [----] followers, [---] engagements "Philip Morris International (PM) Stock Analysis The Leader of a Smoke-Free Future (IQOS & ZYN) Philip Morris International (PM) Stock Analysis Full Deep Dive In this video I break down PMI from a value-investing perspective: ✔ What the business actually means ✔ How strong its moat really is (Marlboro IQOS ZYN) ✔ Whether management is creating long-term shareholder value ✔ And whether the stock still offers a margin of safety for investors PMI is shifting from traditional cigarettes to a smoke-free future powered by IQOS and the explosive success of ZYN. But is the stock still worth buying" [YouTube Link](https://youtube.com/watch?v=Ge5NyJ2pF6Q) 2025-11-16T14:17Z [----] followers, [---] engagements "Canadian Oil & Gas (Part 2): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. In Part [--] of my Canadian Oil & Gas thesis I walk through [--] key Canadian energy names focusing on business quality moat and management style and how I think about them relative" [YouTube Link](https://youtube.com/watch?v=GqBkljnlqas) 2026-01-19T18:34Z [----] followers, [----] engagements "My Top [--] Canadian Energy Stocks (January 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas one of the most cash-generative energy regions globally yet still misunderstood by many investors due to Canadian crude discounts pipeline constraints and headline risk. I break down [--] top Canadian energy names using the KPI framework from the deck focusing on" [YouTube Link](https://youtube.com/watch?v=H8pOeLpTB88) 2026-01-22T23:37Z [----] followers, [----] engagements "Can Equinor Replace Russia as Europes Energy Giant ⚡ Is Equinor becoming Europes next energy backbone In this analysis we break down how Norways state-owned energy giant balances profitable oil & gas production with renewable expansion and whether it can truly replace Russia as Europes energy supplier. 👉 Topics covered: Equinors business model & government backing Cost structure and profitability Expansion into renewables (wind solar hydrogen) Dividend strategy and long-term investor potential Can Equinor maintain its edge as energy markets shift 💬 Let m know your thoughts is Equinor" [YouTube Link](https://youtube.com/watch?v=HKJbF8NpJek) 2025-10-15T12:03Z [----] followers, [---] engagements "Vista Energy: Massive Growth in Argentinas Permian Basin Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. We look at Vistas shale-focused asset base in Argentinas Vaca Muerta why its often compared to the Permian in terms of rock quality and well productivity and how Vistas oil-weighted mix (around 87% oil) has driven rapid growth over the past five years. I also cover the companys expansion strategy including debt and equity" [YouTube Link](https://youtube.com/watch?v=HYtpy1HE3So) 2026-02-01T21:32Z [----] followers, [---] engagements "Aker BP FY25 Results As Expected Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Aker BPs FY25 results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost Norwegian upstream producer with assets in a stable jurisdiction strong industrial owners and a clear production growth outlook from [----]. I cover production trends balance sheet strength development projects like" [YouTube Link](https://youtube.com/watch?v=IXaJlWKH-34) 2026-02-12T21:14Z [----] followers, [---] engagements "Suncor FY25: Im Thinking to Buy Heres Why Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through Suncors FY2025 results using my presentation slides and break down what really matters behind the numbers. Suncor looks like a high-quality integrated oil business with improving operations strong cash flow and management with real skin in the game but the investment case still depends on oil prices refining" [YouTube Link](https://youtube.com/watch?v=JA9WDbbZhf0) 2026-02-08T17:52Z [----] followers, [----] engagements "Nestl (NESN) Analysis Strong Moat Steady Growth or Overvalued Nestl Stock Analysis [----] In this video I break down Nestl from a value investing perspective using the four Ms: Meaning Moat Management and Margin of Safety. Well cover: What makes Nestls business model so resilient Its global brand power and competitive advantages How effective management and capital allocation have been And whether the stock still offers a margin of safety in [----] 📊 Based on Nestls [----] H1 results and recent investor presentation. 💬 Let me know in the comments is Nestl a buy for long-term investors 0:00 Intro" [YouTube Link](https://youtube.com/watch?v=JenPVyE8sD0) 2025-10-13T11:48Z [----] followers, [---] engagements "I Ranked [--] Oil & Gas Companies (Part 2) + Quick Take on Venezuela Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] global oil & gas companies using a consistent framework focused on valuation profitability balance sheets reserve life and production mix. This is Part [--] of the series continuing the same disciplined fundamentals-driven approach without relying on short-term oil price calls. I also include a quick take on Venezuela explaining why its large reserve base is often misunderstood and why any meaningful supply recovery is a long-term" [YouTube Link](https://youtube.com/watch?v=JkRbl4MSsZI) 2026-01-04T18:23Z [----] followers, [----] engagements "Suncor Energy (SU) Stock Analysis 25+ Years of Reserves & The Coming Canadian Energy Boom Full value-investing breakdown of Suncor Energy (SU): Meaning Moat Management and Margin of Safety. We look at Suncors long-life oil sands reserves deep integration improving leadership and discounted valuation supported by strong FCF yields. Timestamps 0:00 Intro 0:34 Meaning Understanding Suncors Business 1:58 Moat Scale Integration & 25+ Year Reserves 8:07 Management Turnaround & Capital Discipline 13:22 Margin of Safety Valuation FCF & Debt 21:47 Summary Hashtags #Suncor #SU #StockAnalysis" [YouTube Link](https://youtube.com/watch?v=JqdEdZOligY) 2025-11-25T17:54Z [----] followers, [---] engagements "Whitehaven Coals Big Bet: Growth Today Deleveraging Tomorrow Whitehaven Coal has transformed its business through the Daunia and Blackwater acquisitions driving a step-change in production and shifting its revenue mix toward higher-value metallurgical coal. Today the company operates a diversified portfolio with roughly 64% metallurgical and 36% thermal coal exposure exporting primarily into Asian markets. In this video I analyse whether this growth comes at an acceptable cost. We look at production reserves capital allocation incentives and balance sheet strength including how Whitehaven" [YouTube Link](https://youtube.com/watch?v=K6rYOUqWbac) 2025-12-19T19:57Z [----] followers, [---] engagements "Tamarack Valley: The Buyback Machine Is Warming Up Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Tamarack Valley Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven growth to buybacks and debt reduction. We look at Tamaracks heavy-oil asset base what dilution and leverage achieved" [YouTube Link](https://youtube.com/watch?v=KB4iulY2Ypo) 2026-01-30T21:03Z [----] followers, [---] engagements "Vale Stock Analysis Is it Undervalued In this video I break down Vale S.A. (VALE) one of the worlds largest mining companies and explore whether its a buy sell or hold in [----]. Covering: 🔹 Vales business model and global position (iron ore nickel copper) 🔹 Key risks (China demand shipping costs ESG challenges dam disasters) 🔹 Management strategy and dividends (shareholder remuneration policy) 🔹 Valuation metrics and intrinsic value estimate 🔹 Long-term outlook for commodities and Vales role in the market Vale trades at a discount compared to Australian peers like BHP and Rio Tinto but is" [YouTube Link](https://youtube.com/watch?v=LMoYKZCgz6A) 2025-09-26T15:08Z [----] followers, [---] engagements "Peyto - Best Pure Natural Gas Play in Canada Peyto Exploration & Development is one of the strongest pure natural gas producers in Canada but is it the best gas-only investment today In this video I break down the full investment case: What youll learn: 1) Why natural gas has a powerful long-term macro tailwind from LNG demand electrification and global energy security. 2) How Peyto benefits from price diversification turning low AECO prices into higher U.S. and overseas market pricing. 3) Peytos cost advantage as one of the lowest-cost gas producers in Western Canada. 4) Growth outlook:" [YouTube Link](https://youtube.com/watch?v=LN7biBx6UiM) 2025-12-07T19:00Z [----] followers, [---] engagements "Gold Fields (GFI): De-Risked Asset Base But Can You Trust Management Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold Fields is a South Africanbased gold producer that has spent the last decade reshaping and de-risking its asset base. Today it operates a geographically diversified portfolio across Africa Australia and the Americas but questions remain around costs management incentives and execution. In this video we break down Gold Fields through a disciplined investor framework focusing on what has improved what still matters and where the risks sit. 🔍 What" [YouTube Link](https://youtube.com/watch?v=LfUOKrauCSg) 2026-01-09T13:51Z [----] followers, [---] engagements "Warren Buffetts OXY Bet I Understand Why But There Are Risks Warren Buffett has built a massive position in Occidental Petroleum (OXY). In this video I break down why the investment makes sense and why it still carries real risks. We look at OXYs Permian-focused asset base reserves and production mix balance sheet leverage and valuation including a DCF-based fair value estimate. I also explain how the Anadarko and CrownRock acquisitions shaped todays company and why oil and gas prices remain the key swing factor. This is not a hype video its a balanced riskreward analysis of Buffetts oil bet." [YouTube Link](https://youtube.com/watch?v=LgplM4Abfp8) 2025-12-26T17:17Z [----] followers, [----] engagements "Japan Tobacco (JTI): Surprising Growth Solid Dividends But Is It a Value Stock In this video I complete my deep dive into the global tobacco industry by analyzing Japan Tobacco International (JTI) the fifth and final major tobacco company in the series. JTI is a cash-generative low-capex tobacco business with strong global brands and a long history of dividend payments. What stands out in this analysis is surprisingly strong growth including growth in classic combustible tobacco volumes which is unusual for a mature industry like tobacco. In this video I cover: - How JTI actually makes money" [YouTube Link](https://youtube.com/watch?v=M1jSWS8h1E0) 2025-12-12T14:43Z [----] followers, [---] engagements "Kinross Gold: Debt Gone Buybacks Underway But Gold Prices Are the Key Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Kinross Gold has quietly transformed its balance sheet over the past few years. Debt is largely gone liquidity is strong and surging gold prices have unlocked a wave of free cash flow that is now being funneled back to shareholders through dividends and buybacks. On the surface the setup looks compelling. 🟡 In this video we break down Kinross using a MeaningMoatManagementMargin of Safety framework. Youll see how a historically low-return" [YouTube Link](https://youtube.com/watch?v=M8ySAolINKs) 2026-01-05T21:04Z [----] followers, [----] engagements "British American Tobacco (BAT) Stock Analysis [----] Undervalued Dividend Giant In this video I dive deep into British American Tobacco (BAT) and explore whether the stock is undervalued in [----]. Using a value investing approach I break down: ✅ BATs global moat strong brands like Dunhill Lucky Strike Pall Mall and Rothmans ✅ The shift toward reduced-risk products (RRPs) such as vaping and nicotine alternatives ✅ Dividend strength and buybacks is BAT still a reliable income play ✅ Balance sheet progress after the Reynolds acquisition and debt reduction ✅ Valuation insights: intrinsic value vs" [YouTube Link](https://youtube.com/watch?v=NHvQOiDzv1A) 2025-09-30T19:58Z [----] followers, [---] engagements "The Canadian ExxonMobil: Why I Love Imperial Oil In this video I break down Imperial Oil often described as the Canadian ExxonMobil. We look at what the company does where it operates its oil-heavy production mix and its integrated upstream and downstream business. I cover balance sheet strength capital allocation management incentives ExxonMobils 70% ownership and why Imperial has delivered exceptional long-term returns. Finally I walk through valuation risks and whether the stock still offers a margin of safety. This is not financial advice. Do your own research. #ImperialOil #IMO #TSE" [YouTube Link](https://youtube.com/watch?v=NhAGGV55BZM) 2025-12-27T17:59Z [----] followers, [----] engagements "Vr Energi: 15% Dividend Yield and 220% Upside The Best Oil & Gas Stock Today Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. In this video I break down Vr Energi a pure-play Norwegian offshore oil & gas producer and explain why it stands out in todays energy market. 🟢 Meaning A Norwegian Continental Shelf pure-play with a 70% oil / 30% gas mix majority owned by Eni and IPOd in [----] to accelerate growth. 🟢 Moat One of the lowest-cost producers globally operating in a stable jurisdiction with strong reserves" [YouTube Link](https://youtube.com/watch?v=OhRGOMI86NI) 2026-01-01T21:02Z [----] followers, [----] engagements "Agnico Eagle: The Best Gold Miner But Is the Stock Too Expensive Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Agnico Eagle is often seen as the highest-quality gold miner in the industry. But does a great business always mean a great investment In this video I break down Agnico Eagle using a simple structured framework focusing on quality risk and valuation. 📌 Whats covered: Meaning What Agnico Eagle does and how it makes money Moat Does a gold miner have a real competitive advantage Management Incentives capital allocation and insider ownership Margin of Safety" [YouTube Link](https://youtube.com/watch?v=OmZ5mu5fb50) 2026-01-08T16:46Z [----] followers, [---] engagements "Shell FY2025 Dividends & Buybacks At What Cost Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I go through Shells FY2025 results using the slides from my presentation and break down the real story behind the headline dividends and buybacks. On the surface Shell looks attractive strong cash returns shrinking share count and a growing LNG focus but production is down sharply over the past seven years and the" [YouTube Link](https://youtube.com/watch?v=PKZUagKSZGM) 2026-02-07T19:46Z [----] followers, [---] engagements "GALP: 4% Dividend But I Am Skeptical Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Galp looks like an interesting European energy stock: solid brand integrated business and an attractive dividend yield. But when you dig into the fundamentals the business mix incentives ownership structure and valuation the story gets a lot more complicated. In this video I break down Galp from a value-investor perspective and explain what I" [YouTube Link](https://youtube.com/watch?v=REWJqXq3lKk) 2026-01-22T16:13Z [----] followers, [---] engagements "ORLEN: 6% Dividend + 54% Upside Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ORLEN (PKN) looks extremely attractive on paper: a 6% dividend yield and an estimated 54% upside to fair value but its not a simple oil & gas stock. In this video I break down ORLENs business mix (gas refining petrochemicals retail energy) how the [----] mergers reshaped the company what drives cash flow and the key risks (including state influence). Not financial advice. #ORLEN #PKN #PolandStocks #WSE #EuropeanStocks #EUStocks #EnergyStocks #OilAndGas #DividendStocks orlen pkn orlen orlen" [YouTube Link](https://youtube.com/watch?v=RPx8Et0TK7I) 2026-01-14T19:52Z [----] followers, [----] engagements "My Top [--] European Oil & Gas Stocks All [--] Are Buys Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I share my Top [--] European Oil & Gas stocks all three rated as buys based on fundamentals. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Ownership structures and shareholder returns 4) Valuation Not financial advice. Educational purposes only. Vr" [YouTube Link](https://youtube.com/watch?v=RkMerodZ8BM) 2026-01-29T21:05Z [----] followers, [----] engagements "TotalEnergies (TTE) Stock Analysis Dividend Risks & Renewable Future Discover how TotalEnergies SE the French multinational energy giant is transforming its business model to align with global decarbonization goals while maintaining profitability. This video explores the companys value investing profile highlighting its economic moat management strategy under CEO Patrick Pouyann and margin of safety from a financial perspective. Ill break down TotalEnergies diversified operations across oil gas renewables electricity and the key risks and opportunities for investors. Key Topics: Overview of" [YouTube Link](https://youtube.com/watch?v=RyQpUqdh0-8) 2025-10-22T18:09Z [----] followers, [---] engagements "Fortescue (FSUGY FMG) Stock Analysis Iron Ore Giant to Green Gamble In this video we dive into Fortescue Metals Group (ASX: FMG) using Warren Buffetts four key principles Meaning Moat Management and Margin of Safety. Youll learn: 🔹 How Fortescue built its fortune as one of the worlds lowest-cost iron ore producers 🔹 Why its bold shift into green energy could be both visionary and risky 🔹 How executive turnover and strategic missteps threaten shareholder value 🔹 And whether Fortescue is undervalued or trading above intrinsic value in todays iron ore market 📊 Verdict: Strong iron ore" [YouTube Link](https://youtube.com/watch?v=SIvySOMWzE8) 2025-10-28T12:12Z [----] followers, [---] engagements "Shell (SHEL) Analysis LNG Growth Dividends & Valuation Is Shell Undervalued In this video we take a deep dive into Shell PLC (SHEL) and analyze whether the stock is undervalued in [----]. Using a value investing approach we cover: 🔹 Shells diversified energy business (oil gas LNG renewables retail) 🔹 Management strategy under CEO Wael Sawan dividends buybacks & CAPEX 🔹 LNG growth plans of 45% annually through [----] 🔹 Risks: oil price volatility regulation climate litigation and transition challenges 🔹 Shells valuation vs. U.S. peers and potential NYSE listing move 🔹 Intrinsic value" [YouTube Link](https://youtube.com/watch?v=SlnQYIUNjKA) 2025-10-03T11:36Z [----] followers, [---] engagements "Canadian Natural Resources (CNQ) Stock Analysis 32+ years of Reserves & Canadas Next Oil Boom In todays video I break down Canadian Natural Resources (CNQ) one of Canadas largest and most profitable oil producers. With 32+ years of reserves world-class assets disciplined management and exposure to what may become North Americas next major oil boom CNQ is a stock every value investor should understand. If youre interested in energy stocks long-life assets insider-aligned leadership and companies with consistent free cash flow this deep dive is for you. Timestamps 0:00 Intro 0:34 Meaning 4:16" [YouTube Link](https://youtube.com/watch?v=Sqr8luxS73Y) 2025-11-22T18:30Z [----] followers, [----] engagements "Ambev SA (ABEV) Analysis - Growth & Dividends In this video I break down Ambev (ABEV) Latin Americas leading beer and soft drink producer and the regional arm of AB InBev. 🍺 Well look at its strong market position moat financials and dividend policy to see if this stock deserves a spot in your portfolio. Topics covered: - Ambevs dominant market share and brands (Skol Brahma Guaran Antarctica Budweiser Corona and more) - Moat: scale distribution and consumer loyalty - Financial highlights: ROE debt levels and profitability - Dividend policy If youre looking for dividend stocks in emerging" [YouTube Link](https://youtube.com/watch?v=T0kRGKHGgxo) 2025-09-28T17:50Z [----] followers, [---] engagements "EQT: The U.S. LNG Growth Play Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. A look at EQT large U.S. natural gas producer and an emerging LNG growth play. I cover how EQT is shifting from local Appalachian pricing to global LNG markets its vertically integrated model and the impact of recent acquisitions that secured pipeline access and lowered costs. We also review the key risks gas price volatility basis spreads execution" [YouTube Link](https://youtube.com/watch?v=TI4dMq14Ncg) 2026-02-03T17:13Z [----] followers, [---] engagements "CNQ - 32+ years of Reserves & Canadas Next Oil Boom In todays video I break down Canadian Natural Resources (CNQ) one of Canadas largest and most profitable oil producers. With 32+ years of reserves world-class assets disciplined management and exposure to what may become North Americas next major oil boom CNQ is a stock every value investor should understand. If youre interested in energy stocks long-life assets insider-aligned leadership and companies with consistent free cash flow this deep dive is for you. 💬 What Youll Learn Why CNQs massive reserve base gives it unmatched longevity How" [YouTube Link](https://youtube.com/watch?v=TMNbnvLxp8M) 2025-11-22T18:31Z [----] followers, [----] engagements "ORLEN: 6% Dividend + 54% Upside But a Complex Business Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ORLEN (PKN) looks extremely attractive on paper: a 6% dividend yield and an estimated 54% upside to fair value but its not a simple oil & gas stock. In this video I break down ORLENs business mix (gas refining petrochemicals retail energy) how the [----] mergers reshaped the company what drives cash flow and the key risks (including state influence). Not financial advice. #ORLEN #PKN #PolandStocks #WSE #EuropeanStocks #EUStocks #EnergyStocks #OilAndGas" [YouTube Link](https://youtube.com/watch?v=TNXNY1mmb54) 2026-01-14T19:46Z [----] followers, [----] engagements "Chevron Corp (CVX) Stock Analysis Can Chevrons Natural Gas Fuel the AI Power Boom In todays video we dive deep into Chevron Corp (NYSE: CVX) one of the worlds strongest integrated energy businesses. We explore Chevrons long-term relevance in a world still dependent on oil & gas its resilient moat industry-leading management and whether the stock offers a margin of safety today. We also look at Chevrons emerging role in powering AI demand through natural gasdriven off-grid power projects its massive Permian footprint and how its disciplined approach continues to attract investors like Warren" [YouTube Link](https://youtube.com/watch?v=TSYKB8Y0SBc) 2025-11-17T19:48Z [----] followers, [---] engagements "Imperial Oil FY25: Should You Buy (Exxons Canadian Company) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through Imperial Oils FY2025 results using my presentation slides and break down what really matters behind the numbers. Imperial looks like a high-quality integrated oil business with a balanced upstreamdownstream model strong cash generation and management aligned with Exxons disciplined culture." [YouTube Link](https://youtube.com/watch?v=UKUM6qAlPT4) 2026-02-09T20:48Z [----] followers, [---] engagements "European Oil & Gas (Part 3) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I break down my core thesis on European Oil & Gas and analyze four major European energy stocks using a fundamentals-first framework. I focus on: 1) Business model and underlying quality 2) Moat and competitive positioning 3) Management incentives and ownership structure No hype no oil price forecasts no macro" [YouTube Link](https://youtube.com/watch?v=V1XD2NvEO_g) 2026-01-25T17:11Z [----] followers, [----] engagements "TotalEnergies FY25 Results Should You Buy Europes Top Energy Major Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management" [YouTube Link](https://youtube.com/watch?v=VZa7b8_vUY0) 2026-02-13T16:46Z [----] followers, [---] engagements "Devon Energy: Is It Really This Cheap Whats the Catch In this video I break down Devon Energy Corporation and ask a simple question: is it really this cheap and whats the catch I walk through Devons shale-heavy U.S. business production mix balance sheet and management incentives then dig into free cash flow strength capital discipline and valuation using both DCF and 10CAP frameworks. I also highlight the key risks including commodity price exposure shale reinvestment needs and balance sheet leverage. #DevonEnergy #DVN #EnergyStocks #OilAndGas #OilStocks #Investing #DividendStocks #Investing" [YouTube Link](https://youtube.com/watch?v=YC4Mdwzw6xs) 2025-12-28T21:23Z [----] followers, [----] engagements "U.S. Oil & Gas (Part 1) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I outline my core thesis on U.S. oil & gas and analyze five major U.S. energy stocks using a fundamentals-first investor-style framework. I focus on: Business model and asset quality Moat durability and balance-sheet strength Management incentives ownership and capital allocation No hype no oil-price forecasts no" [YouTube Link](https://youtube.com/watch?v=ZH0lHXrEOwQ) 2026-01-26T20:25Z [----] followers, [----] engagements "Aker BP FY25 Results As Expected Now Its About Execution Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Aker BPs FY25 results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost Norwegian upstream producer with assets in a stable jurisdiction strong industrial owners and a clear production growth outlook from [----]. I cover production trends balance sheet strength" [YouTube Link](https://youtube.com/watch?v=ZqTBKUI1hvo) 2026-02-12T21:06Z [----] followers, [----] engagements "ConocoPhillips: LNG Exposure Marathon Deal Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ConocoPhillips is a major pure-play oil & gas producer with rising 🌍 LNG exposure and a transformative 🛢 Marathon Oil acquisition. But with the stock near highs the key question is simple: is COP still worth it In this video I cover: 📊 COPs production mix (oil vs gas) 🌐 Global LNG exposure and pricing upside 💼 The Marathon deal growth dilution and synergies 💰 Balance sheet strength dividends and buybacks 📉 Valuation deep dive (DCF vs current share price) ⚠ Key risks" [YouTube Link](https://youtube.com/watch?v=_27yXAPolL4) 2025-12-31T19:01Z [----] followers, [---] engagements "Expand Energy: The Best Way to Play the U.S. LNG Boom Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Expand Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven consolidation to debt reduction dividends and buybacks. We look at Expands U.S. natural gas asset base across Appalachia" [YouTube Link](https://youtube.com/watch?v=_6spxfPG86E) 2026-01-31T17:53Z [----] followers, [---] engagements "I Analyzed [--] Oil & Gas Companies These [--] Are the Best Value (Part1) I analyzed [--] global oil & gas companies across valuation profitability debt reserve life and production mix and in this video I break down how they compare and which [--] stand out as the best value opportunities today. Why oil & gas Despite a loud bearish narrative hydrocarbons still supply over 85% of global energy consumption and natural gas continues to grow with a 2.2% CAGR since [----]. Renewables are expanding but from a small base and global GDP remains tightly linked to rising energy use. In other words the world still" [YouTube Link](https://youtube.com/watch?v=_FKdPxwxfAA) 2025-12-10T18:17Z [----] followers, 12.9K engagements "Imperial Brands (IMB) Analysis Is This the UKs Stable Dividend King Is Imperial Brands PLC (IMB) truly the Dividend King of the UK market or is its stability at risk In this video we dive deep into the companys financials dividend history growth outlook and future prospects. 📊 Topics Covered: Overview of Imperial Brands business model Dividend sustainability and payout ratio Recent financial performance Long-term growth potential Risks and opportunities for investors 👑 If youre a dividend investor looking for steady income this analysis is for you. 🔔 Subscribe for more stock breakdowns and" [YouTube Link](https://youtube.com/watch?v=_kQUpXcd9eA) 2025-10-17T10:27Z [----] followers, [---] engagements "Warrior Met Coal is Monish Pabrais Largest Holding - Here is Why Monish Pabrais largest position is a coal stock and not for the reasons most investors think. In this video I break down Warrior Met Coal through a disciplined value-investing lens: business meaning moat management quality and margin of safety. We look at why metallurgical coal remains critical to global steel production how Blue Creek transforms Warriors production profile and why the companys pristine balance sheet matters at the bottom of the cycle. I walk through capital allocation decisions management incentives and" [YouTube Link](https://youtube.com/watch?v=_yx2bz3YqIY) 2025-12-17T14:59Z [----] followers, [---] engagements "Equinor 2025FY Results Just Dropped Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Equinor delivers solid FY2025: strategic divestments sharpen the portfolio 3% oil & gas production growth and renewables losses are lower. Profitability stays strong with a resilient balance sheet. $1.5B buyback (below prior years) and 5% dividend growth maintained. Reserve replacement needs improvement but overall the investment story remains" [YouTube Link](https://youtube.com/watch?v=aPQTnS2VFPg) 2026-02-04T21:53Z [----] followers, [---] engagements "Vista Energy: Massive Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. We look at Vistas shale-focused asset base in Argentinas Vaca Muerta why its often compared to the Permian in terms of rock quality and well productivity and how Vistas oil-weighted mix (around 87% oil) has driven rapid growth over the past five years. I also cover the companys expansion strategy including debt and equity funding reserve" [YouTube Link](https://youtube.com/watch?v=bU3Kcf_KIZk) 2026-02-01T21:36Z [----] followers, [---] engagements "Petrobras: My #1 Stock (Jan [----] Update) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through why Petrobras (PBR) is currently my #1 stock and one of the most undervalued energy companies globally combining deepwater pre-salt dominance low-cost production and rare production growth at a time when many majors are flat. I break down Petrobras using my KPI framework: business quality + moat balance sheet" [YouTube Link](https://youtube.com/watch?v=cjlwKvPRme0) 2026-01-23T23:22Z [----] followers, [----] engagements "Repsol: The Buyback Machine with a Shrinking Core Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Repsol has become one of the most aggressive buyback stories in European energy shrinking its share count dramatically over the last several years. But at the same time the companys upstream footprint is moving in the opposite direction. In this video I break down Repsols business by segment track the key upstream trends over time and look at whats happening with leverage cash flow volatility and capital allocation. I also discuss how EU energy policy and" [YouTube Link](https://youtube.com/watch?v=cqNvPZYMZNc) 2026-01-12T19:26Z [----] followers, [---] engagements "Glencore Has Coal and Copper But the Balance Sheet Scares Me Glencore sits at the intersection of coal and copper two commodities that remain structurally important for global energy and industrial demand. On the surface the company offers scale diversification and exposure to long-term themes like electrification and baseload power. But digging deeper tells a more uncomfortable story. In this video I break down Glencores business by commodity analyze its cash flows and balance sheet and build a conservative valuation using a 10% discount rate and company production guidance. Despite" [YouTube Link](https://youtube.com/watch?v=d-Ilnie2GfU) 2025-12-15T23:07Z [----] followers, [---] engagements "Aker BP: I Underestimated This Stock Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Aker BP using my KPI framework: business quality and moat balance sheet strength and cash generation management alignment and capital allocation and the key risks that matter oil prices project execution and regulatory exposure. No hype no price targets just structured investor-style thinking focused on fundamentals downside" [YouTube Link](https://youtube.com/watch?v=dJvYsAfqmTc) 2026-01-28T15:55Z [----] followers, [---] engagements "Suncor - 25+ Years of Reserves & The Coming Canadian Energy Boom Full value-investing breakdown of Suncor Energy (SU): Meaning Moat Management and Margin of Safety. We look at Suncors long-life oil sands reserves deep integration improving leadership and discounted valuation supported by strong FCF yields" [YouTube Link](https://youtube.com/watch?v=dv09kqwrF70) 2025-11-25T18:02Z [----] followers, [---] engagements "Athabasca Oil: The Stock You Wish You Bought And Still Might Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Athabasca using my KPI framework: business quality and moat balance sheet strength and cash generation management alignment and capital allocation and the key risks that matter oil prices export infrastructure (Canadian egress) and price differentials. No hype no price targets just structured" [YouTube Link](https://youtube.com/watch?v=dzl7TOuYwM0) 2026-01-27T19:13Z [----] followers, [----] engagements "U.S. Oil & Gas (Part 1): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I outline my core thesis on U.S. oil & gas and analyze five major U.S. energy stocks using a fundamentals-first investor-style framework. I focus on: Business model and asset quality Moat durability and balance-sheet strength Management incentives ownership and capital allocation No hype no" [YouTube Link](https://youtube.com/watch?v=e4gAud1d3tk) 2026-01-26T20:23Z [----] followers, [----] engagements "Repsol: The Buyback Machine with a Shrinking Core Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Repsol has become one of the most aggressive buyback stories in European energy shrinking its share count dramatically over the last several years. But at the same time the companys upstream footprint is moving in the opposite direction. In this video I break down Repsols business by segment track the key upstream trends over time and look at whats happening with leverage cash flow volatility and capital allocation. I also discuss how EU energy policy and" [YouTube Link](https://youtube.com/watch?v=fNQip4N99J4) 2026-01-12T19:29Z [----] followers, [---] engagements "Expand Energy: The Best Way to Play the U.S. LNG BOOM Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Expand Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven consolidation to debt reduction dividends and buybacks. We look at Expands U.S. natural gas asset base across Appalachia" [YouTube Link](https://youtube.com/watch?v=gIyacv6i_DE) 2026-01-31T17:59Z [----] followers, [----] engagements "Whitehaven Coal: Growth Today Deleveraging Tomorrow Whitehaven Coal has transformed its business through the Daunia and Blackwater acquisitions driving a step-change in production and shifting its revenue mix toward higher-value metallurgical coal. Today the company operates a diversified portfolio with roughly 64% metallurgical and 36% thermal coal exposure exporting primarily into Asian markets. In this video I analyse whether this growth comes at an acceptable cost. We look at production reserves capital allocation incentives and balance sheet strength including how Whitehaven used strong" [YouTube Link](https://youtube.com/watch?v=gq8RjJY1jLE) 2025-12-23T21:58Z [----] followers, [---] engagements "EQT: The U.S. LNG Growth Play You Cant Ignore Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. A look at EQT large U.S. natural gas producer and an emerging LNG growth play. I cover how EQT is shifting from local Appalachian pricing to global LNG markets its vertically integrated model and the impact of recent acquisitions that secured pipeline access and lowered costs. We also review the key risks gas price volatility basis" [YouTube Link](https://youtube.com/watch?v=hE2tg4o54NY) 2026-02-03T17:08Z [----] followers, [---] engagements "ConocoPhillips: LNG Exposure Marathon Deal Worth It Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ConocoPhillips is a major pure-play oil & gas producer with rising 🌍 LNG exposure and a transformative 🛢 Marathon Oil acquisition. But with the stock near highs the key question is simple: is COP still worth it In this video I cover: 📊 COPs production mix (oil vs gas) 🌐 Global LNG exposure and pricing upside 💼 The Marathon deal growth dilution and synergies 💰 Balance sheet strength dividends and buybacks 📉 Valuation deep dive (DCF vs current share price) ⚠ Key" [YouTube Link](https://youtube.com/watch?v=hMIJ4qlZ0T0) 2025-12-31T18:57Z [----] followers, [----] engagements "Equinor: My #2 Stock (Jan [----] Update) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data models and my portfolio positioning behind the thesis join the membership for deeper insights and access to my work. In this video I explain why Equinor (EQNR) is currently my #2 stock as of January [----] a low-cost geopolitically safe oil & gas producer trading at a large discount despite stable production and strong cash flows. I break down Equinor using my KPI framework: business meaning + moat management & governance balance sheet strength and" [YouTube Link](https://youtube.com/watch?v=hnakmHdEIFc) 2026-01-24T21:34Z [----] followers, [----] engagements "Aker BP ASA - Pure Norwegian Oil & Gas Play In this video we dive deep into Aker BP ASA (Oslo: AKRBP) using a value investing lens analyzing the company through the 4M framework: Meaning Moat Management and Margin of Safety. Discover how this Norwegian oil & gas leader combines low-cost operations strong ownership and disciplined capital allocation to deliver long-term shareholder value. Timestamps: 0:00 Intro 0:39 Meaning What Aker BP does and its growth strategy 3:36 Moat Competitive advantages and cost leadership 6:38 Management Leadership quality and capital discipline 11:24 Margin of" [YouTube Link](https://youtube.com/watch?v=i7r8Ou57s6M) 2025-11-07T10:47Z [----] followers, [---] engagements "BHP Stock Analysis Coppers Rise Iron Ores Dominance & Fair Value BHP remains one of the worlds largest mining giants but is it still a good investment in [----] In this value investing breakdown I analyze BHPs fundamentals management quality and margin of safety to determine whether the stock is fairly valued today. Copper is rapidly growing as a share of profits while iron ore continues to be the main driver of performance. With disciplined management strong cash flow and exposure to future-facing minerals BHP might be a solid long-term hold but commodity volatility and China demand remain key" [YouTube Link](https://youtube.com/watch?v=inATvUXpoeM) 2025-10-27T16:43Z [----] followers, [---] engagements "TOU Canadas Gas Giant With Growth Potential Tourmaline Oil Corp is Canadas largest natural gas producer with massive reserves decades of drilling inventory and a growth trajectory most competitors cant match. But is the stock a buy today Or are investors overlooking real risk beneath the surface In this video I break down Tourmaline using the Four Ms: 🟩 Meaning What the business does & why it matters 🟨 Moat Scale reserves cost leadership but cyclical exposure 🟨 Management Growth-focused but shareholder dilution-driven 🟥 Margin of Safety High cash flows low debt yet valuation risk remains" [YouTube Link](https://youtube.com/watch?v=j5LdlfbDtfU) 2025-11-30T16:30Z [----] followers, [---] engagements "ARC Resources FY2025 Opportunity Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I break down why I decided to buy ARC Resources (ARX) after the recent selloff. The market is worried about delays and uncertainty around the Attachie project but my thesis focuses on ARX as a Canadian Montney natural gas leader with 60% gas / 40% liquids strong execution and growing exposure to U.S. and international pricing. This" [YouTube Link](https://youtube.com/watch?v=jg2XfsmXTsc) 2026-02-06T17:07Z [----] followers, [----] engagements "Wonderful Canadian Oil & Gas Business Fair Price In todays video I break down PrairieSky Royalty (PSK) one of Canadas most impressive oil & gas royalty businesses. PSK operates a pure royalty model with no drilling no capex and extremely low operating costs. With over [----] million acres of royalty and fee-simple mineral rights PrairieSky offers one of the simplest and most durable business models in the energy sector. Using a value investing approach I walk through the companys Meaning Moat Management and Margin of Safety. PSK is truly a wonderful Canadian oil & gas business but is todays" [YouTube Link](https://youtube.com/watch?v=kBV2I5LOuwk) 2025-11-19T14:24Z [----] followers, [---] engagements "Whitecap Resources (WCP) Stock Analysis M&A Spree: Shareholder Value or Management Jackpot In this video I break down Whitecap Resources (WCP) using a classic value-investing lens: Meaning Moat Management and Margin of Safety. Whitecap has grown aggressively through acquisitionsbut is this M&A spree actually creating shareholder value or is management the real winner We analyze the companys business model cost position executive incentives stock-based compensation trends dilution risk and valuation to answer one key question: 👉 Is WCP truly undervalued or are investors paying for growth that" [YouTube Link](https://youtube.com/watch?v=kTAlH4o-y5g) 2025-11-20T18:46Z [----] followers, [---] engagements "GALP: 4% Dividend Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Galp looks like an interesting European energy stock: solid brand integrated business and an attractive dividend yield. But when you dig into the fundamentals the business mix incentives ownership structure and valuation the story gets a lot more complicated. In this video I break down Galp from a value-investor perspective and explain what I focus on before" [YouTube Link](https://youtube.com/watch?v=lywpzJ00CfY) 2026-01-22T16:19Z [----] followers, [---] engagements "VOPAK Stock: Hidden Energy Gem with 42% Upside 💰 Dividend + Growth Play [----] VOPAK (Koninklijke Vopak N.V.) the worlds leading energy storage company could be one of the most overlooked value plays in [----]. In this short I break down why: ⚙ Strong competitive moat (scale regulation partnerships) 📊 ROE of 18.3% efficient and stable returns 💰 Dividend yield of 4% 🚀 Intrinsic value: [--] 42% upside potential A rare mix of dividend stability and growth but is it worth buying now Watch and decide 👇 #VOPAK #StockAnalysis #Investing #DividendStocks #EnergyTransition #ValueInvesting #Stocks2025" [YouTube Link](https://youtube.com/watch?v=m3g7PLaZUU8) 2025-10-09T10:51Z [----] followers, [---] engagements "Birchcliff and Canadas Gas Future Opportunity or Already Priced In In this video I break down Birchcliff Energys valuation in the context of Canadas emerging LNG opportunity. With most of Birchcliffs production coming from natural gas the company is highly sensitive to price movements and its historical returns show the challenges of being a smaller higher-cost producer in a volatile commodity cycle. We look at whether Canadas LNG/pipeline build-out could unlock stronger long-term pricing for Birchcliff how their production mix and exposure to premium hubs like Dawn and Henry Hub matter and" [YouTube Link](https://youtube.com/watch?v=mJGflocMTic) 2025-12-09T16:40Z [----] followers, [---] engagements "10 Oil Stock + Venezuela Take Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] global oil & gas companies using a consistent framework focused on valuation profitability balance sheets reserve life and production mix. This is Part [--] of the series continuing the same disciplined fundamentals-driven approach without relying on short-term oil price calls. I also include a quick take on Venezuela explaining why its large reserve base is often misunderstood and why any meaningful supply recovery is a long-term rehabilitation effort rather than a" [YouTube Link](https://youtube.com/watch?v=n0E_RjTH3T8) 2026-01-04T18:34Z [----] followers, [---] engagements "Evolution AB [----] 23% Upside and 4% Dividend 💰📈 Global B2B casino leader massive scale 49% return on total assets and a 4% dividend yield yet still offering 23% upside based on intrinsic value. This short highlights why Evolution AB remains a top growth + dividend play in the iGaming industry. #EvolutionAB #StockAnalysis #Investing #Dividends #GrowthStocks #ValueInvesting #Shorts #iGaming #stockmarket2025 Disclaimer: Not financial advice educational purposes only" [YouTube Link](https://youtube.com/watch?v=oJTNKGE_LyE) 2025-10-05T12:37Z [----] followers, [---] engagements "ENI S.p.A. Value or Overpriced Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. 🌍 Global Energy Major ENI is a globally diversified oil & gas company with a strong footprint across Africa Europe and Asia still driven by upstream E&P but complemented by gas LNG and transition businesses. 💰 Cash Returns in Focus Over the past years ENI delivered large buybacks and solid dividends reshaping per-share metrics and attracting income-focused investors. ⚙ Strategy & Capital Allocation The company is entering a more" [YouTube Link](https://youtube.com/watch?v=oUJcQRujxdM) 2026-01-02T22:46Z [----] followers, [----] engagements "ENI S.p.A. Buybacks Drove the Price But What About Value Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. 🌍 Global Energy Major ENI is a globally diversified oil & gas company with a strong footprint across Africa Europe and Asia still driven by upstream E&P but complemented by gas LNG and transition businesses. 💰 Cash Returns in Focus Over the past years ENI delivered large buybacks and solid dividends reshaping per-share metrics and attracting income-focused investors. ⚙ Strategy & Capital Allocation The" [YouTube Link](https://youtube.com/watch?v=oeSX8hTXsvE) 2026-01-02T22:44Z [----] followers, [----] engagements "Profit Meets Sustainability Discover how TotalEnergies SE the French multinational energy giant is transforming its business model to align with global decarbonization goals while maintaining profitability. This video explores the companys value investing profile highlighting its economic moat management strategy under CEO Patrick Pouyann and margin of safety from a financial perspective. Ill break down TotalEnergies diversified operations across oil gas renewables electricity and the key risks and opportunities for investors. Key Topics: Overview of TotalEnergies business model and market" [YouTube Link](https://youtube.com/watch?v=qUFvO-KRTRo) 2025-10-22T18:10Z [----] followers, [--] engagements "Unilever is reshaping its business is it still a solid choice for value and dividend investors Unilever is reshaping its business in [----] but is it still a solid choice for value and dividend investors 🧴💰 In this quick breakdown we cover: Global scale & brand strength 🌍 49% ROE and 3.4% dividend 💸 Intrinsic value around [--] ⚖ Is Unilever still the reliable FMCG giant investors trust Watch now to find out #Unilever #StockAnalysis #Investing #DividendStocks #Shorts #ValueInvesting #FMCG unilever ULVR value investing ben&jerry dividend aristocrat Unilever Unilever stock analysis Unilever 2025" [YouTube Link](https://youtube.com/watch?v=rXmHM2oux6U) 2025-10-11T14:31Z [----] followers, [---] engagements "Cenovus Energy: A Real Turnaround Story - Short Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I analyze Cenovus Energy and ask whether it truly represents a real turnaround story. I break down the impact of the [----] Husky acquisition balance sheet repair production growth capital discipline and valuation. We look at what changed post-merger how management is allocating capital and whether the current share price offers a margin of safety for long-term investors. This is not investment advice. #CenovusEnergy #CVE #OilAndGas #EnergyStocks #CanadianOil" [YouTube Link](https://youtube.com/watch?v=s77yyooR8fY) 2025-12-29T18:34Z [----] followers, [---] engagements "Tamarack Valley: The Buyback Machine Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Tamarack Valley Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven growth to buybacks and debt reduction. We look at Tamaracks heavy-oil asset base what dilution and leverage achieved and why the" [YouTube Link](https://youtube.com/watch?v=sgcqcULP1g8) 2026-01-30T21:22Z [----] followers, [---] engagements "European Oil & Gas (Part 3): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I break down my core thesis on European Oil & Gas and analyze four major European energy stocks using a fundamentals-first framework. I focus on: 1) Business model and underlying quality 2) Moat and competitive positioning 3) Management incentives and ownership structure No hype no oil price" [YouTube Link](https://youtube.com/watch?v=uJ9je4_jV7Y) 2026-01-25T17:07Z [----] followers, [---] engagements "Nutrien (NTR) Stock Analysis Cyclical or Value Trap In this video I break down Nutrien Ltd (NTR) one of the worlds largest fertilizer and ag-retail companies using the Value Investing 4M framework: Meaning Moat Management and Margin of Safety. Well explore whether this essential but cyclical business is a hidden value opportunity or a potential value trap for long-term investors. 📊 Video Breakdown 0:00 Intro 0:59 Meaning: How cyclical is Nutriens business 3:35 Moat: Does scale really protect returns 4:09 Management: Are incentives aligned with shareholders 8:41 Margin of Safety: Is the" [YouTube Link](https://youtube.com/watch?v=unj3ICq9CbU) 2025-11-09T14:15Z [----] followers, [---] engagements "European Oil & Gas (Part 1): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Timestamps 0:00 Intro 0:19 Thesis 1:22 Stock KPIs 7:10 Comparison Summary European Oil & Gas is often overlooked but it includes some of the most cash-generative shareholder-focused energy businesses globally. In this video (Part 1) I cover my European Oil & Gas thesis break down how to think about the sector and compare [--] key" [YouTube Link](https://youtube.com/watch?v=vZVgmgLw778) 2026-01-20T18:23Z [----] followers, [----] engagements "VOPAK (VPK) Analysis Best Hedge for Oil In this video I take a deep dive into Koninklijke Vopak N.V. (VOPAK) the worlds leading independent tank storage company. Well explore whether Vopak is a value investing opportunity amid the global shift toward cleaner energy. 🔍 In this analysis: What makes Vopaks business model unique Its strong economic moat and global terminal network The role of HAL Trust as a long-term shareholder How contango and backwardation influence Vopaks profits A look at managements dividend policy buybacks and sustainability focus My estimated intrinsic value of around 56" [YouTube Link](https://youtube.com/watch?v=x5s4cY_woys) 2025-10-09T10:38Z [----] followers, [---] engagements "My Top [--] Latin American Oil & Gas Stocks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join my Youtube membership to get deeper insights and access to my work. In this video I share my Top [--] Latin American Oil & Gas stocks one is a Buy based on fundamentals and risk-adjusted valuation. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Management quality and ownership structures 4) Valuation and margin of safety Not financial" [YouTube Link](https://youtube.com/watch?v=xG1remapwKc) 2026-02-02T16:43Z [----] followers, [---] engagements "Aker BP ASA (AKRBF) Stock Analysis Pure Norwegian Oil & Gas Play In this video we dive deep into Aker BP ASA (Oslo: AKRBP) using a value investing lens analyzing the company through the 4M framework: Meaning Moat Management and Margin of Safety. Discover how this Norwegian oil & gas leader combines low-cost operations strong ownership and disciplined capital allocation to deliver long-term shareholder value. Timestamps: 0:00 Intro 0:39 Meaning What Aker BP does and its growth strategy 3:36 Moat Competitive advantages and cost leadership 6:38 Management Leadership quality and capital" [YouTube Link](https://youtube.com/watch?v=yLVl30hoWqU) 2025-11-06T17:11Z [----] followers, [----] engagements "Peyto: The Best Pure Natural Gas Play in Canada Peyto Exploration & Development is one of the strongest pure natural gas producers in Canada but is it the best gas-only investment today In this video I break down the full investment case: What youll learn: 1) Why natural gas has a powerful long-term macro tailwind from LNG demand electrification and global energy security. 2) How Peyto benefits from price diversification turning low AECO prices into higher U.S. and overseas market pricing. 3) Peytos cost advantage as one of the lowest-cost gas producers in Western Canada. 4) Growth outlook:" [YouTube Link](https://youtube.com/watch?v=z7HrMwu9J7w) 2025-12-07T18:56Z [----] followers, [----] engagements "Why Newmont Underperformed Gold (And Still Might) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Why has Newmont Corporation underperformed gold and many other miners over the last cycle and why could that continue In this video I break down Newmont using a clear Meaning Moat Management and Margin of Safety framework. We look at the companys mature and fragmented asset base high-cost structure heavy reliance on gold prices and the long acquisition streak from [--------] that led to dilution integration issues and flat production. I cover why recent balance sheet" [YouTube Link](https://youtube.com/watch?v=zO8YjoXsr-I) 2026-01-09T21:14Z [----] followers, [---] engagements "My Top [--] Canadian Energy Stocks (Jan 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas one of the most cash-generative energy regions globally yet still misunderstood by many investors due to Canadian crude discounts pipeline constraints and headline risk. I break down [--] top Canadian energy names using the KPI framework from the deck focusing on business" [YouTube Link](https://youtube.com/watch?v=zc_JzQ2ONy0) 2026-01-22T23:33Z [----] followers, [----] engagements "OMV AG: Solid EU Energy Stock + 10% Dividend Yield Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research OMV (OMW) is one of the more interesting European energy stocks right now offering a 10% dividend yield a diversified business (Energy Fuels and Chemicals/Borealis) and a potential valuation upside if execution delivers. In this video I break OMV down using the 4Ms framework: ✅ Meaning (business model) ✅ Moat (competitive position) ✅ Management (KPIs incentives ownership) ✅ Margin of Safety (DCF vs share price) We also cover key risks (commodity prices geopolitics" [YouTube Link](https://youtube.com/watch?v=zmMl4vpO-Dk) 2026-01-13T18:55Z [----] followers, [----] engagements "Quick Shell PLC stock analysis in under a minute 🔹 Diversified energy giant (oil gas LNG & renewables) 🔹 Strong ROE of 19.5% 🔹 Dividend yield: 4% 🔹 Intrinsic value: $99 38% upside 🚀 Is Shell undervalued in [----] 📈 👉 Like & subscribe for more quick stock breakdowns #Shell #StockAnalysis #Investing #DividendStocks #energystocks Disclaimer: Not financial advice educational purposes only" [YouTube Link](https://youtube.com/watch?v=-7hDbstyJIQ) 2025-10-03T11:38Z [----] followers, [---] engagements "portfolio shorts Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I share my current stock portfolio allocations my thesis/investment strategy and the rationale behind each stock. Become a member of my YouTube channel and get access to weekly snapshot reports on stocks assumptions my portfolio and more. #StockPortfolio #Investing #PortfolioUpdate #January2026 #Stocks #DividendInvesting #LongTermInvesting #ValueInvesting #FinancialFreedom #PersonalFinance #InvestingJourney #WealthBuilding #PassiveIncome #StockMarket #PortfolioBreakdown investment" [YouTube Link](https://youtube.com/watch?v=0YEi2zRtrxs) 2026-01-17T22:42Z [----] followers, [---] engagements "British Petroleum (BP) Analysis: A Value Trap or a Turnaround In this video I analyze BP (British Petroleum) using a value investing approach exploring whether the stock is a hidden opportunity or a risky value trap. Well break down BPs business model financials and management strategy including its shift away from renewables back to traditional oil and gas. Key topics include: BPs recent strategic U-turn and focus on shareholder returns Dividend yield (6%) and intrinsic value estimation ($29) Debt levels profitability challenges and exposure to oil prices Lessons from BPs past crises" [YouTube Link](https://youtube.com/watch?v=2--KwLYM1LI) 2025-10-19T16:47Z [----] followers, [---] engagements "4 Biggest Iron Ore Stocks [--] Winners In this video I break down and rank the four biggest iron ore producers in the world BHP Rio Tinto Fortescue and Vale. Using a structured data-driven approach I compare these companies across valuation profitability balance sheet strength and iron ore exposure while also looking at the broader iron ore market dynamics and long-term supply constraints. Iron ore has historically surprised on the upside and with producers now leaner and more capital-disciplined the question is: which stocks actually offer the best risk-reward today After ranking all four" [YouTube Link](https://youtube.com/watch?v=4mXzSu3FqbU) 2025-12-23T22:25Z [----] followers, [---] engagements "Mohnish Pabrais Coal Bet: No Debt and Buybacks (AMR) In this video I break down Alpha Metallurgical Resources (AMR) the largest U.S. producer of metallurgical coal and one of Mohnish Pabrais 2nd largest positions. AMR generates 87% of revenue from metallurgical coal supplying global steelmakers with 76% of sales exported. The business is highly cyclical and tied to steel and coal prices but what makes AMR stand out is management quality and capital allocation discipline. The company has eliminated all debt maintains a pristine balance sheet and has repurchased 31% of outstanding shares since" [YouTube Link](https://youtube.com/watch?v=6FEiLv9Wbo4) 2025-12-16T21:09Z [----] followers, [----] engagements "Mohnish Pabrais Coal: No Debt and Buybacks (AMR) In this video I break down Alpha Metallurgical Resources (AMR) the largest U.S. producer of metallurgical coal and one of Mohnish Pabrais 2nd largest positions. AMR generates 87% of revenue from metallurgical coal supplying global steelmakers with 76% of sales exported. The business is highly cyclical and tied to steel and coal prices but what makes AMR stand out is management quality and capital allocation discipline. The company has eliminated all debt maintains a pristine balance sheet and has repurchased 31% of outstanding shares since" [YouTube Link](https://youtube.com/watch?v=78NIiH-Q_ko) 2025-12-23T21:28Z [----] followers, [---] engagements "Is BP Stock a Turnaround or a Trap In this video I analyze BP (British Petroleum) using a value investing approach exploring whether the stock is a hidden opportunity or a risky value trap. Well break down BPs business model financials and management strategy including its shift away from renewables back to traditional oil and gas. Key topics include: BPs recent strategic U-turn and focus on shareholder returns Dividend yield (6%) and intrinsic value estimation ($29) Debt levels profitability challenges and exposure to oil prices Lessons from BPs past crises (Deepwater Horizon Russia exit) 💬" [YouTube Link](https://youtube.com/watch?v=AS35f-euUlc) 2025-10-19T16:50Z [---] followers, [--] engagements "I Ranked [--] More Energy Companies (Part 3) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] more energy companies using the same consistent framework from Parts 12: valuation profitability balance sheet strength reserve life and production mix. This is Part [--] of the series a fundamentals-driven approach without relying on short-term oil price calls. I also include quick qualitative notes on each name covering business model management/owners and moat/governance risk highlighting where the value is real and where the discount exists for a reason." [YouTube Link](https://youtube.com/watch?v=DKqiz2_RuTY) 2026-01-16T17:01Z [----] followers, [---] engagements "Yancoal: Chinese-Owned Australian Coal: A Debt-Free Cash Machine Yancoal is one of Australias largest coal producers but who really owns it In this video I break down Yancoals unusual ownership structure its Chinese controlling shareholder and why this Australian coal company might be positioned well for the future. Despite being majority Chinese-owned Yancoal operates long-life Australian assets exports mainly to Asian markets carries basically no debt and generates significant cash flow. I look at whether this creates a genuine margin of safety. In this video we cover: 1) Who actually owns" [YouTube Link](https://youtube.com/watch?v=E41co9eA1lg) 2025-12-18T18:32Z [----] followers, [---] engagements "7 Coal Stocks - [--] Winners Note: At 01:13 and 09:09 the Yancoal coal mix is displayed incorrectly. The correct breakdown is 20% metallurgical coal and 80% thermal coal. I analyzed [--] publicly traded coal companies across global markets to understand where value actually exists today. Coal is one of the most hated sectors in the market yet it remains critical for global energy industrial production and grid stability. In this video I break down each company using a consistent framework looking at valuation across the cycle long-term profitability balance sheet strength coal mix and key" [YouTube Link](https://youtube.com/watch?v=F0Z1BpTpbps) 2025-12-23T22:16Z [----] followers, [---] engagements "Freehold Royalties: 7% Dividend Yield But Is It a Value Stock In this video I break down Freehold Royalties (FRU) using a simple 4-part investing framework: Meaning Moat Management and Margin of Safety. We look at the companys royalty model U.S. expansion strategy commodity price sensitivity acquisition history financial returns valuation and dividend sustainability. Is the 7% dividend truly safe Does the royalty model create a real competitive advantage And most importantly is Freehold undervalued fairly priced or risky at current levels If youre an income investor energy investor or someone" [YouTube Link](https://youtube.com/watch?v=F5yuA2aciFE) 2025-12-06T18:49Z [---] followers, [---] engagements "Peabody Energy: What Changed Since the Bankruptcy Peabody Energy filed for bankruptcy in [----] during the last major coal downturn. Since then the company has restructured its balance sheet reduced debt and shifted toward a more disciplined cash-focused operating model. In this video we examine what has actually changed since bankruptcy and what hasnt. We look at Peabodys production mix reserves capital allocation management incentives balance sheet strength and valuation. We also assess whether recent performance reflects a true structural turnaround or simply a recovery driven by higher coal" [YouTube Link](https://youtube.com/watch?v=Fy0lMI3QI-s) 2025-12-20T17:52Z [----] followers, [---] engagements "Nutrien (NTR) - Cyclical or Value Trap In this video I break down Nutrien Ltd (NTR) one of the worlds largest fertilizer and ag-retail companies using the Value Investing 4M framework: Meaning Moat Management and Margin of Safety. Well explore whether this essential but cyclical business is a hidden value opportunity or a potential value trap for long-term investors. 💡 Key Takeaways Fertilizer demand is stable but earnings are volatile. Moat looks wide on paper yet ROI tells a different story. Management is capable but transparency on incentives is limited. Coverage ratio and valuation make" [YouTube Link](https://youtube.com/watch?v=FyY0AnvHsmI) 2025-11-09T14:16Z [----] followers, [---] engagements "Why Ecopetrols 16% Dividend May Not Be Worth It Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 💰 A 16% dividend sounds irresistible but is it really that simple Ecopetrol is one of the highest-yielding energy stocks in the market backed by strong cash flows and a dominant position in Colombias energy sector. ⚠ In this video I break down whats behind the headline yield looking at the companys business mix capital allocation balance sheet and long-term economics beyond just the dividend. 📊 Well explore how leverage profitability and state ownership affect the" [YouTube Link](https://youtube.com/watch?v=GwEQfKwAAag) 2026-01-03T17:46Z [----] followers, [---] engagements "Barrick: Copper Growth on Top of a Gold Base Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 🟡 Barrick is evolving from a gold-focused miner toward a copper growth story built on top of a large gold production base. With gold still driving most cash flows and copper positioned as the long-term growth engine execution matters more than ever. 🌍 The company operates globally often choosing high-quality assets in higher-risk jurisdictions. This trade-off shapes both returns and risk especially in a cyclical price-driven industry like mining. ⚙ This video looks at" [YouTube Link](https://youtube.com/watch?v=J1yEXj2p79Q) 2026-01-06T17:23Z [----] followers, [----] engagements "European Oil & Gas: [--] Stocks (Part 1) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Timestamps 0:00 Intro 0:19 Thesis 1:22 Stock KPIs 7:10 Comparison Summary European Oil & Gas is often overlooked but it includes some of the most cash-generative shareholder-focused energy businesses globally. In this video (Part 1) I cover my European Oil & Gas thesis break down how to think about the sector and compare [--] key stocks using" [YouTube Link](https://youtube.com/watch?v=LUDfpAtWbgQ) 2026-01-20T21:08Z [----] followers, [----] engagements "OMV AG: Solid EU Energy Stock + 10% Dividend Yield Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research OMV (OMW) is one of the more interesting European energy stocks right now offering a 10% dividend yield a diversified business (Energy Fuels and Chemicals/Borealis) and a potential valuation upside if execution delivers. In this video I break OMV down using the 4Ms framework: ✅ Meaning (business model) ✅ Moat (competitive position) ✅ Management (KPIs incentives ownership) ✅ Margin of Safety (DCF vs share price) We also cover key risks (commodity prices geopolitics" [YouTube Link](https://youtube.com/watch?v=MHb12QRXR1Q) 2026-01-13T18:59Z [----] followers, [---] engagements "ExxonMobil: Rick Rule Loves This Stock ExxonMobil is one of the most closely followed oil & gas companies in the world and for good reason. In this video I break down ExxonMobil through a long-term investor lens looking beyond short-term oil prices and headlines. We explore how the business actually works how its positioned across cycles and why investors like Rick Rule have long viewed it as a core energy holding. Topics covered include: 1) Exxons business model and production mix 2) The impact of the Pioneer acquisition and the Permian Basin 3) Capital discipline dividends and buybacks 4)" [YouTube Link](https://youtube.com/watch?v=NgOy9uIe54A) 2025-12-25T16:18Z [----] followers, [---] engagements "Freehold Royalties: 7% Dividend Yield But Is It a Value Stock In this video I break down Freehold Royalties (FRU) using a simple 4-part investing framework: Meaning Moat Management and Margin of Safety. We look at the companys royalty model U.S. expansion strategy commodity price sensitivity acquisition history financial returns valuation and dividend sustainability. Is the 7% dividend truly safe Does the royalty model create a real competitive advantage And most importantly is Freehold undervalued fairly priced or risky at current levels If youre an income investor energy investor or someone" [YouTube Link](https://youtube.com/watch?v=NrTfHpyZOZY) 2025-12-06T18:59Z [---] followers, [---] engagements "Lets Dig Into Coal: Starting With Thungela Resources Did We Find a Gem Coal is one of the most hated sectors in global markets excluded by large institutions and ignored by most investors. But hate can create opportunity. In this video I dig into coal for the first time starting with Thungela Resources a South African thermal coal producer spun out of Anglo American in [----]. I walk through the full investment case using a value-investor lens: meaning moat management and margin of safety. We look at: 1) Why coal remains critical to global energy and baseload power 2) Structural under-ownership" [YouTube Link](https://youtube.com/watch?v=O9BcqwbeXhg) 2025-12-14T23:32Z [----] followers, [----] engagements "Vr Energi: 15% Dividend Yield and 220% Upside Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. In this video I break down Vr Energi a pure-play Norwegian offshore oil & gas producer and explain why it stands out in todays energy market. 🟢 Meaning A Norwegian Continental Shelf pure-play with a 70% oil / 30% gas mix majority owned by Eni and IPOd in [----] to accelerate growth. 🟢 Moat One of the lowest-cost producers globally operating in a stable jurisdiction with strong reserves and long-term optionality. 🟢" [YouTube Link](https://youtube.com/watch?v=P5-Zdi4KfUE) 2026-01-01T21:06Z [----] followers, [---] engagements "Canadian Oil & Gas: [--] Stocks + Thesis (Part 1) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. Well cover the key macro drivers shaping the sector including pricing dynamics infrastructure constraints differentials and commodity cycles and then compare five Canadian energy stocks using a structured KPI framework. This is Part [--] of the series and serves as the foundation for the individual company deep dives. If" [YouTube Link](https://youtube.com/watch?v=PA6y5_rY2l8) 2026-01-18T18:03Z [----] followers, [----] engagements "Venezuela Oil: Win for US Loss for Canada Or More Complicated Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Venezuelas oil reserves are back in focus but the story goes deeper than headlines. While the U.S. may gain long-term leverage through access to Venezuelan oil serious doubts remain about whether Venezuela can actually restore production after years of underinvestment sanctions and infrastructure decay. The U.S. strengthens its energy position Venezuela's major production limits Canada faces pressure and a potential turning point. For Canada this shift is" [YouTube Link](https://youtube.com/watch?v=PAyv6bm5XXQ) 2026-01-07T18:06Z [----] followers, [----] engagements "European Oil & Gas: [--] Stocks (Part 2) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on European Oil & Gas with a focus on Central & Eastern Europe (CEE) a region that most investors ignore despite having some cash-generative energy assets in Europe. I break down [--] key CEE energy names using the KPI framework from the deck focusing on business quality moat and management/ownership" [YouTube Link](https://youtube.com/watch?v=RVkBYJifpu0) 2026-01-21T18:27Z [----] followers, [----] engagements "Venezuela Oil: Win for US Loss for Canada Or Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Venezuelas oil reserves are back in focus but the story goes deeper than headlines. While the U.S. may gain long-term leverage through access to Venezuelan oil serious doubts remain about whether Venezuela can actually restore production after years of underinvestment sanctions and infrastructure decay. The U.S. strengthens its energy position Venezuela's major production limits Canada faces pressure and a potential turning point. For Canada this shift is not necessarily a" [YouTube Link](https://youtube.com/watch?v=Rhc-xCgPnIU) 2026-01-07T18:10Z [----] followers, [---] engagements "16 Oil & Gas Companies [--] Winners I analyzed [--] global oil & gas companies across valuation profitability debt reserve life and production mix and in this video I break down how they compare and which [--] stand out as the best value opportunities today. Why oil & gas Despite a loud bearish narrative hydrocarbons still supply over 85% of global energy consumption and natural gas continues to grow with a 2.2% CAGR since [----]. Renewables are expanding but from a small base and global GDP remains tightly linked to rising energy use. In other words the world still needs oil and gas and demand is" [YouTube Link](https://youtube.com/watch?v=VByT-DpnZ5g) 2025-12-23T20:31Z [----] followers, [----] engagements "MOL Stock: 9% Dividend Yield But What are the Risks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research MOL Group is Hungarys leading integrated oil & gas company and a major energy player across Central & Eastern Europe. With an attractive 9% dividend yield but it also comes with risks that many investors overlook. In this video I explain MOLs business model (Upstream Downstream Consumer Services) where its earnings and cash flows come from and what drives the stock price. I also cover the key investment risks including commodity cycles refining margins regional" [YouTube Link](https://youtube.com/watch?v=XP6ByVIL-Qk) 2026-01-15T18:59Z [----] followers, [---] engagements "European Oil & Gas (Part 2): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on European Oil & Gas with a focus on Central & Eastern Europe (CEE) a region that most investors ignore despite having some cash-generative energy assets in Europe. I break down [--] key CEE energy names using the KPI framework from the deck focusing on business quality moat and" [YouTube Link](https://youtube.com/watch?v=XtuVYwFkXu4) 2026-01-21T18:23Z [----] followers, [---] engagements "Japan Tobacco (JTI): Surprising Growth Solid Dividends In this video I complete my deep dive into the global tobacco industry by analyzing Japan Tobacco International (JTI) the fifth and final major tobacco company in the series. JTI is a cash-generative low-capex tobacco business with strong global brands and a long history of dividend payments. What stands out in this analysis is surprisingly strong growth including growth in classic combustible tobacco volumes which is unusual for a mature industry like tobacco. In this video I cover: - How JTI actually makes money and why classic tobacco" [YouTube Link](https://youtube.com/watch?v=_Nx4zx04ACs) 2025-12-23T20:44Z [----] followers, [---] engagements "Peabody Energy: What Changed Peabody Energy filed for bankruptcy in [----] during the last major coal downturn. Since then the company has restructured its balance sheet reduced debt and shifted toward a more disciplined cash-focused operating model. In this video we examine what has actually changed since bankruptcy and what hasnt. We look at Peabodys production mix reserves capital allocation management incentives balance sheet strength and valuation. We also assess whether recent performance reflects a true structural turnaround or simply a recovery driven by higher coal prices. Key topics" [YouTube Link](https://youtube.com/watch?v=aFfJGlrj0pQ) 2025-12-23T22:03Z [----] followers, [---] engagements "Big [--] Tobacco Companies Here Are My Top [--] Picks In this video I analyze the Big [--] global tobacco companies and explain why this controversial often-ignored sector can still offer attractive investment opportunities. I break down each company using a consistent framework valuation free cash flow yield long-term profitability (ROTA) debt coverage and business mix and show why headline metrics like P/E ratios can be misleading in tobacco. Despite declining smoking rates the industry continues to generate strong cash flows pricing power and shareholder returns. After comparing all five companies" [YouTube Link](https://youtube.com/watch?v=aYQTttZgUBo) 2025-12-23T20:58Z [----] followers, [---] engagements "I Ranked [--] More Energy Companies (Part 3) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] more energy companies using the same consistent framework from Parts 12: valuation profitability balance sheet strength reserve life and production mix. This is Part [--] of the series a fundamentals-driven approach without relying on short-term oil price calls. I also include quick qualitative notes on each name covering business model management/owners and moat/governance risk highlighting where the value is real and where the discount exists for a reason." [YouTube Link](https://youtube.com/watch?v=bTFom8Sf8Ec) 2026-01-16T17:04Z [----] followers, [----] engagements "Warrior Met Coal is Monish Pabrais Largest Holding Monish Pabrais largest position is a coal stock and not for the reasons most investors think. In this video I break down Warrior Met Coal through a disciplined value-investing lens: business meaning moat management quality and margin of safety. We look at why metallurgical coal remains critical to global steel production how Blue Creek transforms Warriors production profile and why the companys pristine balance sheet matters at the bottom of the cycle. I walk through capital allocation decisions management incentives and ownership reserve" [YouTube Link](https://youtube.com/watch?v=bjDo3BETQww) 2025-12-23T21:36Z [----] followers, [---] engagements "Ternium S.A. (TX) Analysis When Will the Steel Cycle Turn Is Ternium (NYSE: TX) a hidden gem in the steel industry 🌎 In this video we dive deep into Ternium S.A. Latin Americas integrated steel leader under the Techint Group. Ill cover the companys vertical integration long-term automotive partnerships and financial resilience through the steel cycle. Well look at: 🔹 The companys strong moat and backing by Techint 🔹 Its 7-year average ROE of 13% and 7.5% dividend yield 🔹 Why the intrinsic value is estimated at $61/share offering nearly 70% upside 🔹 The risks: steel-cycle volatility" [YouTube Link](https://youtube.com/watch?v=cgS98YNI49E) 2025-10-07T14:25Z [----] followers, [---] engagements "Petrobras (PBR) Analysis Value Investing & Dividend Outlook In this video I analyze Petrobras (PBR) through the [--] Ms of value investing breaking down the companys strengths challenges and long-term prospects. 🔎 What youll learn in this video: Meaning Business model geographic and segment breakdown financial metrics CAPEX dividend policy and political influences Moat Domestic dominance low-cost production and geographic advantage Management Leadership turnover governance reforms and executive compensation Margin of Safety Petrobrass valuation discount vs. peers and intrinsic value potential" [YouTube Link](https://youtube.com/watch?v=d4m8jJjewsY) 2025-09-24T16:40Z [----] followers, [----] engagements "Strathcona: Can They Execute on Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I break down Strathcona Resources (SCR.TO) and the key question investors need to answer: can the company execute on its growth plan What we cover 1)Meaning: what SCR produces and what drives cash flow (oil price + WCSB differentials) 2)Strategy shift: why the company returned capital and moved toward a heavier oil-focused portfolio 3) Growth plan: what needs to go right operationally for volumes to ramp after the near-term trough 4) Moat check: price-taker model" [YouTube Link](https://youtube.com/watch?v=dOVhsQUuTc0) 2026-01-11T18:46Z [----] followers, [----] engagements "Strathcona: Can They Execute on Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I break down Strathcona Resources (SCR.TO) and the key question investors need to answer: can the company execute on its growth plan What we cover 1)Meaning: what SCR produces and what drives cash flow (oil price + WCSB differentials) 2)Strategy shift: why the company returned capital and moved toward a heavier oil-focused portfolio 3) Growth plan: what needs to go right operationally for volumes to ramp after the near-term trough 4) Moat check: price-taker model" [YouTube Link](https://youtube.com/watch?v=dXB3AZA9LCo) 2026-01-11T18:40Z [----] followers, [---] engagements "Marlboro's Dominance Over The U.S. Market In this video I analyze Altria Group (NYSE: MO) the U.S. tobacco giant behind Marlboro one of the strongest and most iconic brands in the world. Despite declining smoking rates Altria continues to generate steady cash flow maintain pricing power and reward shareholders with an impressive 7.4% dividend yield and buybacks. Well walk through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety to determine if Altria remains a solid income and value play. #Altria #Marlboro #AltriaStock #MOStock #DividendStocks #ValueInvesting" [YouTube Link](https://youtube.com/watch?v=e35s0n6EaTI) 2025-11-08T15:05Z [----] followers, [--] engagements "PT Telkom Indonesia (TLK) Stock Analysis Safe Dividend Play with Growth Is PT Telkom Indonesia (TLK) the perfect balance between dividend safety and future growth 📈 In this video I break down Indonesias leading telecommunications and digital powerhouse through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety. Discover how Telkoms transformation into a digital ecosystem giant positions it for long-term success and whether the stock still offers a margin of safety for investors. Timestamps: 0:00 Intro 1:09 Meaning 5:01 Moat 6:40 Management 12:41 Margin of Safety" [YouTube Link](https://youtube.com/watch?v=f1CBJMYT-fQ) 2025-11-01T15:05Z [----] followers, [---] engagements "Iron Ore Giant to Green Gamble In this video we dive into Fortescue Metals Group (ASX: FMG) using Warren Buffetts four key principles Meaning Moat Management and Margin of Safety. Youll learn: 🔹 How Fortescue built its fortune as one of the worlds lowest-cost iron ore producers 🔹 Why its bold shift into green energy could be both visionary and risky 🔹 How executive turnover and strategic missteps threaten shareholder value 🔹 And whether Fortescue is undervalued or trading above intrinsic value in todays iron ore market 📊 Verdict: Strong iron ore operations weak moat diversification" [YouTube Link](https://youtube.com/watch?v=fiZK0PVaCwY) 2025-10-28T12:19Z [----] followers, [---] engagements "MOL Stock: 9% Dividend Yield Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research MOL Group is Hungarys leading integrated oil & gas company and a major energy player across Central & Eastern Europe. With an attractive 9% dividend yield but it also comes with risks that many investors overlook. In this video I explain MOLs business model (Upstream Downstream Consumer Services) where its earnings and cash flows come from and what drives the stock price. I also cover the key investment risks including commodity cycles refining margins regional exposure and" [YouTube Link](https://youtube.com/watch?v=hBFasSWOQIQ) 2026-01-16T10:36Z [----] followers, [---] engagements "Warren Buffetts OXY Bet Warren Buffett has built a massive position in Occidental Petroleum (OXY). In this video I break down why the investment makes sense and why it still carries real risks. We look at OXYs Permian-focused asset base reserves and production mix balance sheet leverage and valuation including a DCF-based fair value estimate. I also explain how the Anadarko and CrownRock acquisitions shaped todays company and why oil and gas prices remain the key swing factor. This is not a hype video its a balanced riskreward analysis of Buffetts oil bet. Topics covered: 1) Why Buffett owns" [YouTube Link](https://youtube.com/watch?v=jAoyqOFS3Pk) 2025-12-26T17:21Z [----] followers, [----] engagements "Phillip Morris The Leader of a Smoke-Free Future (IQOS & ZYN) Philip Morris International (PM) Stock Analysis Full Deep Dive In this video I break down PMI from a value-investing perspective: ✔ What the business actually means ✔ How strong its moat really is (Marlboro IQOS ZYN) ✔ Whether management is creating long-term shareholder value ✔ And whether the stock still offers a margin of safety for investors PMI is shifting from traditional cigarettes to a smoke-free future powered by IQOS and the explosive success of ZYN. But is the stock still worth buying today #PhilipMorrisInternational" [YouTube Link](https://youtube.com/watch?v=jw9H8fOygwA) 2025-11-16T14:18Z [---] followers, [---] engagements "6.6% Dividend Meet Indonesias Telecom Titan 💵 Is PT Telkom Indonesia (TLK) the perfect balance between dividend safety and future growth 📈 In this video I break down Indonesias leading telecommunications and digital powerhouse through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety. Discover how Telkoms transformation into a digital ecosystem giant positions it for long-term success and whether the stock still offers a margin of safety for investors. 💡 What Youll Learn: How Telkom dominates Indonesias telecom and digital infrastructure Why its government" [YouTube Link](https://youtube.com/watch?v=khcA5qq-e2M) 2025-11-02T10:15Z [----] followers, [---] engagements "Ambev Stock: Hidden Dividend Gem 🍺💰#dividends #abev3 Ambev (ABEV) is Latin Americas top beer & soft drink producer 🍺🥤 but is it a dividend gem with big upside In this short I cover the essentials: market share moat dividends and my intrinsic value calculation. 📈 👉 Want the full deep dive into Ambevs financials brands and dividend policy Watch the complete 10-minute analysis 📌 Dont forget to like and subscribe for more quick stock breakdowns + in-depth analysis ambev abev dividend stock brazil yield market upside growth staples consumer demand latam latin america argentina canada" [YouTube Link](https://youtube.com/watch?v=lhQRxKRJ8Qs) 2025-09-28T18:01Z [----] followers, [---] engagements "Why Newmont Underperformed Gold Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Why has Newmont Corporation underperformed gold and many other miners over the last cycle and why could that continue In this video I break down Newmont using a clear Meaning Moat Management and Margin of Safety framework. We look at the companys mature and fragmented asset base high-cost structure heavy reliance on gold prices and the long acquisition streak from [--------] that led to dilution integration issues and flat production. I cover why recent balance sheet improvements came late" [YouTube Link](https://youtube.com/watch?v=m0ERgXvn9w0) 2026-01-09T21:18Z [----] followers, [---] engagements "Barrick: Copper Growth on Top of a Gold Base Can They Execute Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 🟡 Barrick is evolving from a gold-focused miner toward a copper growth story built on top of a large gold production base. With gold still driving most cash flows and copper positioned as the long-term growth engine execution matters more than ever. 🌍 The company operates globally often choosing high-quality assets in higher-risk jurisdictions. This trade-off shapes both returns and risk especially in a cyclical price-driven industry like mining. ⚙ This" [YouTube Link](https://youtube.com/watch?v=m26tL7TGUSw) 2026-01-06T17:09Z [----] followers, [---] engagements "I Ranked the [--] Biggest Iron Ore Stocks Only [--] Made the Cut In this video I break down and rank the four biggest iron ore producers in the world BHP Rio Tinto Fortescue and Vale. Using a structured data-driven approach I compare these companies across valuation profitability balance sheet strength and iron ore exposure while also looking at the broader iron ore market dynamics and long-term supply constraints. Iron ore has historically surprised on the upside and with producers now leaner and more capital-disciplined the question is: which stocks actually offer the best risk-reward today After" [YouTube Link](https://youtube.com/watch?v=n-uYvOwR6xI) 2025-12-23T18:04Z [----] followers, [----] engagements "Glencore Has Coal and Copper Glencore sits at the intersection of coal and copper two commodities that remain structurally important for global energy and industrial demand. On the surface the company offers scale diversification and exposure to long-term themes like electrification and baseload power. But digging deeper tells a more uncomfortable story. In this video I break down Glencores business by commodity analyze its cash flows and balance sheet and build a conservative valuation using a 10% discount rate and company production guidance. Despite reasonable operating assets high" [YouTube Link](https://youtube.com/watch?v=otInPEF89PU) 2025-12-23T21:18Z [----] followers, [---] engagements "Petrobras: My #1 Stock (Jan 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through why Petrobras (PBR) is currently my #1 stock and one of the most undervalued energy companies globally combining deepwater pre-salt dominance low-cost production and rare production growth at a time when many majors are flat. I break down Petrobras using my KPI framework: business quality + moat balance sheet and" [YouTube Link](https://youtube.com/watch?v=pBjH4pklzrE) 2026-01-23T23:27Z [----] followers, [----] engagements "Can Chevrons Natural Gas Fuel the AI Power Boom In todays video we dive deep into Chevron Corp (NYSE: CVX) one of the worlds strongest integrated energy businesses. We explore Chevrons long-term relevance in a world still dependent on oil & gas its resilient moat industry-leading management and whether the stock offers a margin of safety today. We also look at Chevrons emerging role in powering AI demand through natural gasdriven off-grid power projects its massive Permian footprint and how its disciplined approach continues to attract investors like Warren Buffett. If you're an investor" [YouTube Link](https://youtube.com/watch?v=puvczysFiAI) 2025-11-18T14:38Z [---] followers, [--] engagements "I Ranked [--] Gold Stocks Is There Still Value Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold has already had a massive run and gold miners have rerated with it. That means the easy money part of the trade is likely behind us and new buyers could be entering at cycle highs. In this video I compare [--] major gold stocks side-by-side and rank them based on the things that matter most at this point in the cycle: valuation vs intrinsic value free cash flow yield production costs (AISC + breakevens) balance sheet risk reserve life and overall management/asset quality." [YouTube Link](https://youtube.com/watch?v=q_99T_ymh4g) 2026-01-10T16:43Z [----] followers, [---] engagements "Copper Is Taking Over BHP ⚙💰 BHP remains one of the worlds largest mining giants but is it still a good investment in [----] In this value investing breakdown I analyze BHPs fundamentals management quality and margin of safety to determine whether the stock is fairly valued today. Copper is rapidly growing as a share of profits while iron ore continues to be the main driver of performance. With disciplined management strong cash flow and exposure to future-facing minerals BHP might be a solid long-term hold but commodity volatility and China demand remain key risks" [YouTube Link](https://youtube.com/watch?v=qfy3hYex3qw) 2025-10-27T16:44Z [---] followers, [--] engagements "Ternium Stock: 69% Upside 💰 Latin Americas Steel Giant Explained Is Ternium (NYSE: TX) a hidden gem in the steel industry 🌎 In this video we dive deep into Ternium S.A. Latin Americas integrated steel leader under the Techint Group. Ill cover the companys vertical integration long-term automotive partnerships and financial resilience through the steel cycle. Well look at: 🔹 The companys strong moat and backing by Techint 🔹 Its 7-year average ROE of 13% and 7.5% dividend yield 🔹 Why the intrinsic value is estimated at $61/share offering nearly 70% upside 🔹 The risks: steel-cycle" [YouTube Link](https://youtube.com/watch?v=rhY-AV3ih2s) 2025-10-07T14:28Z [----] followers, [---] engagements "Yancoal A Debt-Free Cash Machine Yancoal is one of Australias largest coal producers but who really owns it In this video I break down Yancoals unusual ownership structure its Chinese controlling shareholder and why this Australian coal company might be positioned well for the future. Despite being majority Chinese-owned Yancoal operates long-life Australian assets exports mainly to Asian markets carries basically no debt and generates significant cash flow. I look at whether this creates a genuine margin of safety. In this video we cover: 1) Who actually owns Yancoal and how control works 2)" [YouTube Link](https://youtube.com/watch?v=rnqw9lqE2CQ) 2025-12-23T21:46Z [----] followers, [---] engagements "Woodside Is Doubling Down on Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Woodside is doubling down on growth through LNG and offshore oil projects but that growth comes with higher debt share dilution and weak near-term free cash flow. In this video I take a closer look at what investors are really paying for today. 📌 What I cover in this analysis: 1) Woodsides oil & gas mix and heavy LNG exposure 2) Capital spending rising debt and limited shareholder returns 3) Management incentives EBITDA focus and low skin in the game 4) Ownership structure and lack" [YouTube Link](https://youtube.com/watch?v=t5We99oV8fk) 2025-12-30T19:59Z [----] followers, [---] engagements "Is ASUR the Silent Beneficiary of Canadians Skipping the U.S. In this video I dive deep into Grupo Aeroportuario del Sureste (ASUR) one of the highest-quality airport operators in the world and a long-term compounder hiding in plain sight. Using a classic Buffett-style value investing framework I break down ASUR through the lenses of Meaning Moat Management and Margin of Safety while exploring whether geopolitical tensions and U.S.Canada travel frictions could push even more tourism into Mexico. I analyze ASURs airport monopolies across Mexico Puerto Rico and Colombia the key role of Cancn" [YouTube Link](https://youtube.com/watch?v=tIyQ7Vzt0Kw) 2025-11-15T14:46Z [----] followers, [---] engagements "Devon Energy: Is It Really This Cheap In this video I break down Devon Energy Corporation and ask a simple question: is it really this cheap and whats the catch I walk through Devons shale-heavy U.S. business production mix balance sheet and management incentives then dig into free cash flow strength capital discipline and valuation using both DCF and 10CAP frameworks. I also highlight the key risks including commodity price exposure shale reinvestment needs and balance sheet leverage. #DevonEnergy #DVN #EnergyStocks #OilAndGas #OilStocks #Investing #DividendStocks #Investing #ValueInvesting" [YouTube Link](https://youtube.com/watch?v=tT5-V7RMbbM) 2025-12-28T21:25Z [----] followers, [---] engagements "Thungela Resources Did We Find a Gem Coal is one of the most hated sectors in global markets excluded by large institutions and ignored by most investors. But hate can create opportunity. In this video I dig into coal for the first time starting with Thungela Resources a South African thermal coal producer spun out of Anglo American in [----]. I walk through the full investment case using a value-investor lens: meaning moat management and margin of safety. We look at: 1) Why coal remains critical to global energy and baseload power 2) Structural under-ownership driven by ESG exclusions 3)" [YouTube Link](https://youtube.com/watch?v=unHGJheUteE) 2025-12-23T21:06Z [----] followers, [---] engagements "Gold Fields: De-Risked Asset Base Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold Fields is a South Africanbased gold producer that has spent the last decade reshaping and de-risking its asset base. Today it operates a geographically diversified portfolio across Africa Australia and the Americas but questions remain around costs management incentives and execution. In this video we break down Gold Fields through a disciplined investor framework focusing on what has improved what still matters and where the risks sit. 🔍 What we cover Asset base and geographic" [YouTube Link](https://youtube.com/watch?v=vRsHIcGIxqg) 2026-01-09T13:54Z [----] followers, [---] engagements "I Ranked [--] Gold Stocks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold has already had a massive run and gold miners have rerated with it. That means the easy money part of the trade is likely behind us and new buyers could be entering at cycle highs. In this video I compare [--] major gold stocks side-by-side and rank them based on the things that matter most at this point in the cycle: valuation vs intrinsic value free cash flow yield production costs (AISC + breakevens) balance sheet risk reserve life and overall management/asset quality. If youre thinking" [YouTube Link](https://youtube.com/watch?v=yuu0WYgSikM) 2026-01-10T16:46Z [----] followers, [----] engagements "Ecopetrols 16% Dividend Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 💰 A 16% dividend sounds irresistible but is it really that simple Ecopetrol is one of the highest-yielding energy stocks in the market backed by strong cash flows and a dominant position in Colombias energy sector. ⚠ In this video I break down whats behind the headline yield looking at the companys business mix capital allocation balance sheet and long-term economics beyond just the dividend. 📊 Well explore how leverage profitability and state ownership affect the risk-reward profile and why" [YouTube Link](https://youtube.com/watch?v=zK75Oa5oDME) 2026-01-03T17:50Z [----] followers, [---] engagements "Birchcliff and Canadas Gas Future: Opportunity or Already Priced In In this video I break down Birchcliff Energys valuation in the context of Canadas emerging LNG opportunity. With most of Birchcliffs production coming from natural gas the company is highly sensitive to price movements and its historical returns show the challenges of being a smaller higher-cost producer in a volatile commodity cycle. We look at whether Canadas LNG/pipeline build-out could unlock stronger long-term pricing for Birchcliff how their production mix and exposure to premium hubs like Dawn and Henry Hub matter and" [YouTube Link](https://youtube.com/watch?v=zoiF3iWrdK4) 2025-12-09T16:58Z [---] followers, [---] engagements "The Canadian ExxonMobil: Why I Love Imperial Oil - Short In this video I break down Imperial Oil often described as the Canadian ExxonMobil. We look at what the company does where it operates its oil-heavy production mix and its integrated upstream and downstream business. I cover balance sheet strength capital allocation management incentives ExxonMobils 70% ownership and why Imperial has delivered exceptional long-term returns. Finally I walk through valuation risks and whether the stock still offers a margin of safety. This is not financial advice. Do your own research. #ImperialOil #IMO" [YouTube Link](https://youtube.com/watch?v=zrreW-oCYnU) 2025-12-27T18:47Z [----] followers, [---] engagements "ConocoPhillips 25FY: Buybacks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review ConocoPhillips FY25 results and revisit the investment thesis. I break down its pure upstream low-cost portfolio recent M&A-driven growth capital allocation priorities and shareholder returns while discussing key risks tied to oil prices execution and cycle timing. With production up and major acquisitions complete the focus" [YouTube Link](https://youtube.com/watch?v=OdDjP8VkYRM) 2026-02-15T19:39Z [----] followers, [---] engagements "ConocoPhillips 25FY: Are Buybacks About to Surge Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review ConocoPhillips FY25 results and revisit the investment thesis. I break down its pure upstream low-cost portfolio recent M&A-driven growth capital allocation priorities and shareholder returns while discussing key risks tied to oil prices execution and cycle timing. With production up and major acquisitions" [YouTube Link](https://youtube.com/watch?v=ZpX1E6LshoM) 2026-02-15T19:32Z [----] followers, [---] engagements "Chevron FY25 Results High Quality Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review Chevron Corporations FY25 results and revisit the investment thesis. I break down its global upstream-heavy portfolio capital allocation management quality and shareholder returns while highlighting key risks around oil & gas prices execution and geopolitics. At todays price Chevron looks high quality but fairly valued" [YouTube Link](https://youtube.com/watch?v=6BSYpeAndss) 2026-02-14T19:54Z [----] followers, [---] engagements "Chevron FY25 Results High Quality but Fairly Priced Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review Chevron Corporations FY25 results and revisit the investment thesis. I break down its global upstream-heavy portfolio capital allocation management quality and shareholder returns while highlighting key risks around oil & gas prices execution and geopolitics. At todays price Chevron looks high quality but" [YouTube Link](https://youtube.com/watch?v=4Abp20UMb4g) 2026-02-14T19:41Z [----] followers, [---] engagements "TotalEnergies FY25 Results Should You Buy Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management quality and the" [YouTube Link](https://youtube.com/watch?v=I9V9J_1mdz4) 2026-02-13T16:51Z [----] followers, [---] engagements "TotalEnergies FY25 Results Should You Buy Europes Top Energy Major Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management" [YouTube Link](https://youtube.com/watch?v=VZa7b8_vUY0) 2026-02-13T16:46Z [----] followers, [---] engagements "Aker BP FY25 Results As Expected Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Aker BPs FY25 results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost Norwegian upstream producer with assets in a stable jurisdiction strong industrial owners and a clear production growth outlook from [----]. I cover production trends balance sheet strength development projects like" [YouTube Link](https://youtube.com/watch?v=IXaJlWKH-34) 2026-02-12T21:14Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@peterlukacsresearch Peter Lukacs Research
Peter Lukacs Research posts on YouTube about stocks, gas, dividend, oil the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance countries stocks exchanges social networks travel destinations automotive brands currencies cryptocurrencies
Social topic influence stocks #4331, gas #1581, dividend #223, oil, stocks energy #358, investment #4879, sector #564, canada, russia #3967, ai
Top accounts mentioned or mentioned by @peterlukacsr
Top assets mentioned Exxon Mobil (XOM) ConocoPhillips (COP) Canadian Natural Resources Limited (CNQ) Imperial Oil Limited (IMO) Suncor Energy, Inc. (SU) Occidental Petroleum Corporation (OXY) Chevron Corporation (CVX) British American Tobacco (BTI) Rio Tinto plc (RIO) Philip Morris International Inc. (PM) Cenovus Energy Inc. (CVE) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Altria Group Inc (MO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Chevron FY25 Results High Quality but Fairly Priced Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review Chevron Corporations FY25 results and revisit the investment thesis. I break down its global upstream-heavy portfolio capital allocation management quality and shareholder returns while highlighting key risks around oil & gas prices execution and geopolitics. At todays price Chevron looks high quality but"
YouTube Link 2026-02-14T19:41Z [----] followers, [---] engagements
"TotalEnergies FY25 Results Should You Buy Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management quality and the"
YouTube Link 2026-02-13T16:51Z [----] followers, [---] engagements
"ConocoPhillips 25FY: Are Buybacks About to Surge Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review ConocoPhillips FY25 results and revisit the investment thesis. I break down its pure upstream low-cost portfolio recent M&A-driven growth capital allocation priorities and shareholder returns while discussing key risks tied to oil prices execution and cycle timing. With production up and major acquisitions"
YouTube Link 2026-02-15T19:32Z [----] followers, [---] engagements
"BAT Stock Analysis [----] Dividend & 20% Upside Quick breakdown of British American Tobacco (BAT) in 2025: - Global tobacco leader with strong brands and scale - High profitability with 39% ROTA - Reliable 6% dividend yield - Fair value estimate of [--] per share 20% upside Is BAT stock undervalued right now 👉 Subscribe for more short sharp stock insights. Disclaimer: This video is for educational purposes only and is not financial or investment advice. I am not a licensed advisor. Do your own research and consult a professional before making investment decisions. Investing carries risks"
YouTube Link 2025-09-30T20:14Z [--] followers, [--] engagements
"Nestls CHF200B Empire Explained Fast 💨 Nestl Stock Analysis [----] In this video I break down Nestl from a value investing perspective using the four Ms: Meaning Moat Management and Margin of Safety. Well cover: What makes Nestls business model so resilient Its global brand power and competitive advantages How effective management and capital allocation have been And whether the stock still offers a margin of safety in [----] 📊 Based on Nestls [----] H1 results and recent investor presentation. 💬 Let me know in the comments is Nestl a buy for long-term investors"
YouTube Link 2025-10-13T11:53Z [--] followers, [--] engagements
"Vale Stock in [--] Seconds Mining Giant with 7.6% Dividend 💰 #VALE #StockAnalysis #investing2025 Quick breakdown of Vale (VALE) stock mining giant strong financials and a 7.6% dividend 🚀 If you like this Short click the link to watch my full Vale stock analysis for [----]. https://youtu.be/LMoYKZCgz6Asi=qjpAtDzq033ilJqh Disclaimer: This video is for educational purposes only and is not financial or investment advice. I am not a licensed advisor. Do your own research and consult a professional before making investment decisions. Investing carries risks including possible loss of capital"
YouTube Link 2025-09-26T15:40Z [--] followers, [--] engagements
"16% dividend + 80% upside Petrobras #dividends#petrobras 🎥 Watch full video here: https://youtu.be/d4m8jJjewsYsi=dwFG1IxBI25BvAhh Disclaimer: This video is for educational purposes only and is not financial or investment advice. I am not a licensed advisor. Do your own research and consult a professional before making investment decisions. Investing carries risks including possible loss of capital"
YouTube Link 2025-09-25T16:16Z [--] followers, [--] engagements
"USD Still Dominates #usd #gold #brics You can watch the full analysis here: https://youtu.be/xbGlN5aZ9h0si=fUDwJaxIW3gDosUl The US dollar still dominates global reserves despite growing competition from the euro yen pound and yuan. Heres why the USD remains the worlds backbone currency. 🌍💵"
YouTube Link 2025-09-25T17:06Z [--] followers, [--] engagements
"Macro Outlook: Changing World Order (2025) Explore key global economic and geopolitical shifts shaping the future from aging populations and rising healthcare costs to high U.S. equity valuations the debt challenge dollar dominance and the G7 vs. BRICS power balance. What lies ahead for globalization and financial markets in an uncertain world #Economy #GlobalTrends #MacroOutlook #finance 0:00 Intro 0:21 Overview 4:01 Aging Population 6:28 Increasing Health Costs 8:18 The Debt Problem 12:17 High U.S. Equity Valuations 21:02 US Dollar Dominance 26:53 G7 vs BRICS 28:34 Globalization 37:28 Outro"
YouTube Link 2025-09-23T14:13Z [--] followers, [--] engagements
"ARC Resources: Canadas Top Gas Play ARC Resources (ARX.TO) is one of Canadas leading natural gas and condensate producers. In this video we break down why ARC stands out as Canadas top gas play for the coming decade. Operating in the world-class Montney formation ARC delivers low-cost production strong market access and a long inventory life. With 16+ years of reserves increasing exposure to U.S. and global LNG pricing and a disciplined focus on efficiency dividends and buybacks ARC is positioned to benefit from rising natural gas demand. Key fundamentals covered: 1) 410000+ boe/day of"
YouTube Link 2025-12-03T20:17Z [----] followers, [----] engagements
"Rio Tinto (RIO) Stock Analysis Is It Winning the Metals Race In this video I break down Rio Tinto one of the worlds largest mining companies through a value investing lens. Well explore: 🔍 The companys business model and key commodities (iron ore copper lithium) 🛡 Its competitive moat cost efficiency infrastructure and scale 👨💼 Management quality and shareholder-focused policies 💰 Valuation metrics and margin of safety (intrinsic value $55) ⚠ Risks from China commodity cycles and geopolitics If youre interested in value investing commodity stocks or long-term portfolio building this"
YouTube Link 2025-10-26T16:54Z [----] followers, [---] engagements
"BP 25FY Results When ESG Meets Reality Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through BPs FY2025 results using my slides and focus on what really matters behind the headlines. BP still generates cash but the business faces shrinking reserves high debt and a strategy that has swung from ESG ambitions back to upstream survival. I break down segment performance replacement-cost accounting and why"
YouTube Link 2026-02-10T22:20Z [----] followers, [---] engagements
"Altria (MO) Stock Analysis Marlboros Dominance Huge Market Share & 7.4% Dividend Yield In this video I analyze Altria Group (NYSE: MO) the U.S. tobacco giant behind Marlboro one of the strongest and most iconic brands in the world. Despite declining smoking rates Altria continues to generate steady cash flow maintain pricing power and reward shareholders with an impressive 7.4% dividend yield and buybacks. Well walk through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety to determine if Altria remains a solid income and value play. 📊 Timestamps: 0:00 Intro 1:10"
YouTube Link 2025-11-07T16:52Z [----] followers, [---] engagements
"My Top [--] Latin American Oil & Gas Stocks [--] is a Buy Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join my Youtube membership to get deeper insights and access to my work. In this video I share my Top [--] Latin American Oil & Gas stocks one is a Buy based on fundamentals and risk-adjusted valuation. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Management quality and ownership structures 4) Valuation and margin of safety Not"
YouTube Link 2026-02-02T16:40Z [----] followers, [----] engagements
"Woodside Is Doubling Down on Growth But at What Cost Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Woodside is doubling down on growth through LNG and offshore oil projects but that growth comes with higher debt share dilution and weak near-term free cash flow. In this video I take a closer look at what investors are really paying for today. 📌 What I cover in this analysis: 1) Woodsides oil & gas mix and heavy LNG exposure 2) Capital spending rising debt and limited shareholder returns 3) Management incentives EBITDA focus and low skin in the game 4) Ownership"
YouTube Link 2025-12-30T19:51Z [----] followers, [---] engagements
"Equinor 2025FY Results Just Dropped Here Are My Thoughts Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Equinor delivers solid FY2025: strategic divestments sharpen the portfolio 3% oil & gas production growth and renewables losses are lower. Profitability stays strong with a resilient balance sheet. $1.5B buyback (below prior years) and 5% dividend growth maintained. Reserve replacement needs improvement but overall the"
YouTube Link 2026-02-04T21:42Z [----] followers, [----] engagements
"ARC Resources FY2025 I Bought the Dip Heres Why Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I break down why I decided to buy ARC Resources (ARX) after the recent selloff. The market is worried about delays and uncertainty around the Attachie project but my thesis focuses on ARX as a Canadian Montney natural gas leader with 60% gas / 40% liquids strong execution and growing exposure to U.S. and international"
YouTube Link 2026-02-06T17:01Z [----] followers, [----] engagements
"PrairieSky Royalty (PSK) Stock Analysis Wonderful Canadian Oil & Gas Business Fair Price In todays video I break down PrairieSky Royalty (PSK) one of Canadas most impressive oil & gas royalty businesses. PSK operates a pure royalty model with no drilling no capex and extremely low operating costs. With over [----] million acres of royalty and fee-simple mineral rights PrairieSky offers one of the simplest and most durable business models in the energy sector. Using a value investing approach I walk through the companys Meaning Moat Management and Margin of Safety. PSK is truly a wonderful"
YouTube Link 2025-11-19T14:18Z [----] followers, [---] engagements
"Grupo Aeroportuario del Sureste (NYSE: ASR) Beneficiary of Canadians Skipping the U.S. In this video I dive deep into Grupo Aeroportuario del Sureste (ASUR) one of the highest-quality airport operators in the world and a long-term compounder hiding in plain sight. Using a classic Buffett-style value investing framework I break down ASUR through the lenses of Meaning Moat Management and Margin of Safety while exploring whether geopolitical tensions and U.S.Canada travel frictions could push even more tourism into Mexico. I analyze ASURs airport monopolies across Mexico Puerto Rico and Colombia"
YouTube Link 2025-11-15T14:45Z [----] followers, [---] engagements
"My Top [--] European Oil & Gas Stocks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I share my Top [--] European Oil & Gas stocks all three rated as buys based on fundamentals. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Ownership structures and shareholder returns 4) Valuation Not financial advice. Educational purposes only. Vr Energi (VAR)"
YouTube Link 2026-01-29T21:08Z [----] followers, [---] engagements
"Tourmaline (TOU) Canadas Gas Giant With Growth Potential Tourmaline Oil Corp is Canadas largest natural gas producer with massive reserves decades of drilling inventory and a growth trajectory most competitors cant match. But is the stock a buy today Or are investors overlooking real risk beneath the surface In this video I break down Tourmaline using the Four Ms: 🟩 Meaning What the business does & why it matters 🟨 Moat Scale reserves cost leadership but cyclical exposure 🟨 Management Growth-focused but shareholder dilution-driven 🟥 Margin of Safety High cash flows low debt yet valuation"
YouTube Link 2025-11-30T16:29Z [----] followers, [----] engagements
"Canadian Oil & Gas (Part 1): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. Well cover the key macro drivers shaping the sector including pricing dynamics infrastructure constraints differentials and commodity cycles and then compare five Canadian"
YouTube Link 2026-01-18T17:59Z [----] followers, [----] engagements
"Exxon 2025FY Results: Big Oil Done Right Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Exxon delivered a strong FY2025 with $28.8B earnings and $52B operating cash flow. Upstream remains the clear profit engine but the business is well diversified across downstream chemicals and specialty products. The Pioneer acquisition has cemented Exxons shale leadership while Guyana continues to add world-class low-cost barrels."
YouTube Link 2026-02-05T14:39Z [----] followers, [---] engagements
"Agnico Eagle: The Best Gold Miner Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Agnico Eagle is often seen as the highest-quality gold miner in the industry. But does a great business always mean a great investment In this video I break down Agnico Eagle using a simple structured framework focusing on quality risk and valuation. 📌 Whats covered: Meaning What Agnico Eagle does and how it makes money Moat Does a gold miner have a real competitive advantage Management Incentives capital allocation and insider ownership Margin of Safety Valuation assumptions and"
YouTube Link 2026-01-08T16:52Z [----] followers, [----] engagements
"Exxon 2025FY Results Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Exxon delivered a strong FY2025 with $28.8B earnings and $52B operating cash flow. Upstream remains the clear profit engine but the business is well diversified across downstream chemicals and specialty products. The Pioneer acquisition has cemented Exxons shale leadership while Guyana continues to add world-class low-cost barrels. Production reached 4.7"
YouTube Link 2026-02-05T15:03Z [----] followers, [---] engagements
"Equinor: My #2 Stock (January 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data models and my portfolio positioning behind the thesis join the membership for deeper insights and access to my work. In this video I explain why Equinor (EQNR) is currently my #2 stock as of January [----] a low-cost geopolitically safe oil & gas producer trading at a large discount despite stable production and strong cash flows. I break down Equinor using my KPI framework: business meaning + moat management & governance balance sheet strength and"
YouTube Link 2026-01-24T21:52Z [----] followers, [---] engagements
"ARC Resources: Canadas Top Gas Play ARC Resources (ARX.TO) is one of Canadas leading natural gas and condensate producers. In this video we break down why ARC stands out as Canadas top gas play for the coming decade. Operating in the world-class Montney formation ARC delivers low-cost production strong market access and a long inventory life. With 16+ years of reserves increasing exposure to U.S. and global LNG pricing and a disciplined focus on efficiency dividends and buybacks ARC is positioned to benefit from rising natural gas demand. Key fundamentals covered: 1) 410000+ boe/day of"
YouTube Link 2025-12-06T13:13Z [----] followers, [---] engagements
"Kinross Gold: Debt Gone Buybacks Underway Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Kinross Gold has quietly transformed its balance sheet over the past few years. Debt is largely gone liquidity is strong and surging gold prices have unlocked a wave of free cash flow that is now being funneled back to shareholders through dividends and buybacks. On the surface the setup looks compelling. 🟡 In this video we break down Kinross using a MeaningMoatManagementMargin of Safety framework. Youll see how a historically low-return price-taking gold miner has suddenly"
YouTube Link 2026-01-05T21:07Z [----] followers, [---] engagements
"I Analyzed the Big [--] Tobacco Companies Here Are My Top [--] Picks In this video I analyze the Big [--] global tobacco companies and explain why this controversial often-ignored sector can still offer attractive investment opportunities. I break down each company using a consistent framework valuation free cash flow yield long-term profitability (ROTA) debt coverage and business mix and show why headline metrics like P/E ratios can be misleading in tobacco. Despite declining smoking rates the industry continues to generate strong cash flows pricing power and shareholder returns. After comparing all"
YouTube Link 2025-12-13T11:54Z [----] followers, [----] engagements
"My Stock Portfolio (January 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I share my current stock portfolio allocations my thesis/investment strategy and the rationale behind each stock. Become a member of my YouTube channel and get access to weekly snapshot reports on stocks assumptions my portfolio and more. #StockPortfolio #Investing #PortfolioUpdate #January2026 #Stocks #DividendInvesting #LongTermInvesting #ValueInvesting #FinancialFreedom #PersonalFinance #InvestingJourney #WealthBuilding #PassiveIncome #StockMarket #PortfolioBreakdown"
YouTube Link 2026-01-17T17:13Z [----] followers, [----] engagements
"Vr Energi 25FY Results Story Unchanged Still a Top Pick Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Vr Energis 25FY results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost NCS operator with predictable cash generation Eni-backed governance and a dividend-first mindset. I cover reserves leverage development plans and the key risks around commodity prices and"
YouTube Link 2026-02-11T20:50Z [----] followers, [----] engagements
"Aker BP: I Underestimated This Stock (Jan [----] Update) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Aker BP using my KPI framework: business quality and moat balance sheet strength and cash generation management alignment and capital allocation and the key risks that matter oil prices project execution and regulatory exposure. No hype no price targets just structured investor-style thinking focused on"
YouTube Link 2026-01-28T15:51Z [----] followers, [----] engagements
"This UK Stock Pays 6.3% Dividends 📈💵 Is Imperial Brands PLC (IMB) truly the Dividend King of the UK market or is its stability at risk In this video we dive deep into the companys financials dividend history growth outlook and future prospects. 📊 Topics Covered: Overview of Imperial Brands business model Dividend sustainability and payout ratio Recent financial performance Long-term growth potential Risks and opportunities for investors 👑 If youre a dividend investor looking for steady income this analysis is for you. 🔔 Subscribe for more stock breakdowns and UK dividend investing"
YouTube Link 2025-10-17T10:41Z [----] followers, [---] engagements
"Evolution AB (EVVTY) Analysis Is This the Ultimate Growth and Dividend Stock Welcome to another episode of our stock analysis series In this video we explore Evolution AB a global B2B leader in online casino solutions known for its innovation scale and exceptional profitability. 🔍 In this video we cover: - Introduction & Research Approach - Company Overview: Live Casino Game Shows and Slots - Business Moat: Scale Innovation and Partnerships - Management & Dividend Policy - Shareholder Structure (BlackRock Vanguard Kenneth Dart & others) - Financial Performance (20232024 highlights) -"
YouTube Link 2025-10-05T12:20Z [----] followers, [----] engagements
"ExxonMobil: Rick Rule Loves This Stock And I Understand Why ExxonMobil is one of the most closely followed oil & gas companies in the world and for good reason. In this video I break down ExxonMobil through a long-term investor lens looking beyond short-term oil prices and headlines. We explore how the business actually works how its positioned across cycles and why investors like Rick Rule have long viewed it as a core energy holding. Topics covered include: 1) Exxons business model and production mix 2) The impact of the Pioneer acquisition and the Permian Basin 3) Capital discipline"
YouTube Link 2025-12-25T16:08Z [----] followers, [----] engagements
"Equinor (EQNR) Stock Analysis Lowest Cost Producer & Russias Replacement Is Equinor becoming Europes next energy backbone In this analysis we break down how Norways state-owned energy giant balances profitable oil & gas production with renewable expansion and whether it can truly replace Russia as Europes energy supplier. 👉 Topics covered: Equinors business model & government backing Cost structure and profitability Expansion into renewables (wind solar hydrogen) Dividend strategy and long-term investor potential Can Equinor maintain its edge as energy markets shift 💬 Let m know your"
YouTube Link 2025-10-15T11:59Z [----] followers, [----] engagements
"Cenovus Energy: A Real Turnaround Story Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I analyze Cenovus Energy and ask whether it truly represents a real turnaround story. I break down the impact of the [----] Husky acquisition balance sheet repair production growth capital discipline and valuation. We look at what changed post-merger how management is allocating capital and whether the current share price offers a margin of safety for long-term investors. This is not investment advice. #CenovusEnergy #CVE #OilAndGas #EnergyStocks #CanadianOil"
YouTube Link 2025-12-29T18:32Z [----] followers, [----] engagements
"Is Rio Tinto Winning the Metals Race In this video I break down Rio Tinto one of the worlds largest mining companies through a value investing lens. Well explore: 🔍 The companys business model and key commodities (iron ore copper lithium) 🛡 Its competitive moat cost efficiency infrastructure and scale 👨💼 Management quality and shareholder-focused policies 💰 Valuation metrics and margin of safety (intrinsic value $55) ⚠ Risks from China commodity cycles and geopolitics If youre interested in value investing commodity stocks or long-term portfolio building this analysis will give you a"
YouTube Link 2025-10-26T16:55Z [----] followers, [---] engagements
"I Analyzed [--] Coal Stocks. Here Are My Top [--] Picks Note: At 01:13 and 09:09 the Yancoal coal mix is displayed incorrectly. The correct breakdown is 20% metallurgical coal and 80% thermal coal. I analyzed [--] publicly traded coal companies across global markets to understand where value actually exists today. Coal is one of the most hated sectors in the market yet it remains critical for global energy industrial production and grid stability. In this video I break down each company using a consistent framework looking at valuation across the cycle long-term profitability balance sheet strength"
YouTube Link 2025-12-21T16:52Z [----] followers, [----] engagements
"Unilever (UNA) Analysis Value Investing Breakdown: Still a Safe Defensive Pick Unilever is one of the worlds leading FMCG giants home to brands like Dove Hellmanns and Ben & Jerrys. But with a major restructuring underway and a new CEO at the helm is it still a reliable dividend and defensive stock for value investors In this video we dive into Unilevers [----] outlook using a value investing approach analyzing: 📊 Business model & resilience in downturns 💪 Moat strength: brand power scale and global reach 👔 Management transition and turnaround strategy 💸 Dividend safety & capital allocation"
YouTube Link 2025-10-11T14:24Z [----] followers, [---] engagements
"Canadian Oil & Gas: [--] Stocks (Part 2) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. In Part [--] of my Canadian Oil & Gas thesis I walk through [--] key Canadian energy names focusing on business quality moat and management style and how I think about them relative to each"
YouTube Link 2026-01-19T19:21Z [----] followers, [---] engagements
"Philip Morris International (PM) Stock Analysis The Leader of a Smoke-Free Future (IQOS & ZYN) Philip Morris International (PM) Stock Analysis Full Deep Dive In this video I break down PMI from a value-investing perspective: ✔ What the business actually means ✔ How strong its moat really is (Marlboro IQOS ZYN) ✔ Whether management is creating long-term shareholder value ✔ And whether the stock still offers a margin of safety for investors PMI is shifting from traditional cigarettes to a smoke-free future powered by IQOS and the explosive success of ZYN. But is the stock still worth buying"
YouTube Link 2025-11-16T14:17Z [----] followers, [---] engagements
"Canadian Oil & Gas (Part 2): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. In Part [--] of my Canadian Oil & Gas thesis I walk through [--] key Canadian energy names focusing on business quality moat and management style and how I think about them relative"
YouTube Link 2026-01-19T18:34Z [----] followers, [----] engagements
"My Top [--] Canadian Energy Stocks (January 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas one of the most cash-generative energy regions globally yet still misunderstood by many investors due to Canadian crude discounts pipeline constraints and headline risk. I break down [--] top Canadian energy names using the KPI framework from the deck focusing on"
YouTube Link 2026-01-22T23:37Z [----] followers, [----] engagements
"Can Equinor Replace Russia as Europes Energy Giant ⚡ Is Equinor becoming Europes next energy backbone In this analysis we break down how Norways state-owned energy giant balances profitable oil & gas production with renewable expansion and whether it can truly replace Russia as Europes energy supplier. 👉 Topics covered: Equinors business model & government backing Cost structure and profitability Expansion into renewables (wind solar hydrogen) Dividend strategy and long-term investor potential Can Equinor maintain its edge as energy markets shift 💬 Let m know your thoughts is Equinor"
YouTube Link 2025-10-15T12:03Z [----] followers, [---] engagements
"Vista Energy: Massive Growth in Argentinas Permian Basin Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. We look at Vistas shale-focused asset base in Argentinas Vaca Muerta why its often compared to the Permian in terms of rock quality and well productivity and how Vistas oil-weighted mix (around 87% oil) has driven rapid growth over the past five years. I also cover the companys expansion strategy including debt and equity"
YouTube Link 2026-02-01T21:32Z [----] followers, [---] engagements
"Aker BP FY25 Results As Expected Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Aker BPs FY25 results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost Norwegian upstream producer with assets in a stable jurisdiction strong industrial owners and a clear production growth outlook from [----]. I cover production trends balance sheet strength development projects like"
YouTube Link 2026-02-12T21:14Z [----] followers, [---] engagements
"Suncor FY25: Im Thinking to Buy Heres Why Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through Suncors FY2025 results using my presentation slides and break down what really matters behind the numbers. Suncor looks like a high-quality integrated oil business with improving operations strong cash flow and management with real skin in the game but the investment case still depends on oil prices refining"
YouTube Link 2026-02-08T17:52Z [----] followers, [----] engagements
"Nestl (NESN) Analysis Strong Moat Steady Growth or Overvalued Nestl Stock Analysis [----] In this video I break down Nestl from a value investing perspective using the four Ms: Meaning Moat Management and Margin of Safety. Well cover: What makes Nestls business model so resilient Its global brand power and competitive advantages How effective management and capital allocation have been And whether the stock still offers a margin of safety in [----] 📊 Based on Nestls [----] H1 results and recent investor presentation. 💬 Let me know in the comments is Nestl a buy for long-term investors 0:00 Intro"
YouTube Link 2025-10-13T11:48Z [----] followers, [---] engagements
"I Ranked [--] Oil & Gas Companies (Part 2) + Quick Take on Venezuela Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] global oil & gas companies using a consistent framework focused on valuation profitability balance sheets reserve life and production mix. This is Part [--] of the series continuing the same disciplined fundamentals-driven approach without relying on short-term oil price calls. I also include a quick take on Venezuela explaining why its large reserve base is often misunderstood and why any meaningful supply recovery is a long-term"
YouTube Link 2026-01-04T18:23Z [----] followers, [----] engagements
"Suncor Energy (SU) Stock Analysis 25+ Years of Reserves & The Coming Canadian Energy Boom Full value-investing breakdown of Suncor Energy (SU): Meaning Moat Management and Margin of Safety. We look at Suncors long-life oil sands reserves deep integration improving leadership and discounted valuation supported by strong FCF yields. Timestamps 0:00 Intro 0:34 Meaning Understanding Suncors Business 1:58 Moat Scale Integration & 25+ Year Reserves 8:07 Management Turnaround & Capital Discipline 13:22 Margin of Safety Valuation FCF & Debt 21:47 Summary Hashtags #Suncor #SU #StockAnalysis"
YouTube Link 2025-11-25T17:54Z [----] followers, [---] engagements
"Whitehaven Coals Big Bet: Growth Today Deleveraging Tomorrow Whitehaven Coal has transformed its business through the Daunia and Blackwater acquisitions driving a step-change in production and shifting its revenue mix toward higher-value metallurgical coal. Today the company operates a diversified portfolio with roughly 64% metallurgical and 36% thermal coal exposure exporting primarily into Asian markets. In this video I analyse whether this growth comes at an acceptable cost. We look at production reserves capital allocation incentives and balance sheet strength including how Whitehaven"
YouTube Link 2025-12-19T19:57Z [----] followers, [---] engagements
"Tamarack Valley: The Buyback Machine Is Warming Up Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Tamarack Valley Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven growth to buybacks and debt reduction. We look at Tamaracks heavy-oil asset base what dilution and leverage achieved"
YouTube Link 2026-01-30T21:03Z [----] followers, [---] engagements
"Vale Stock Analysis Is it Undervalued In this video I break down Vale S.A. (VALE) one of the worlds largest mining companies and explore whether its a buy sell or hold in [----]. Covering: 🔹 Vales business model and global position (iron ore nickel copper) 🔹 Key risks (China demand shipping costs ESG challenges dam disasters) 🔹 Management strategy and dividends (shareholder remuneration policy) 🔹 Valuation metrics and intrinsic value estimate 🔹 Long-term outlook for commodities and Vales role in the market Vale trades at a discount compared to Australian peers like BHP and Rio Tinto but is"
YouTube Link 2025-09-26T15:08Z [----] followers, [---] engagements
"Peyto - Best Pure Natural Gas Play in Canada Peyto Exploration & Development is one of the strongest pure natural gas producers in Canada but is it the best gas-only investment today In this video I break down the full investment case: What youll learn: 1) Why natural gas has a powerful long-term macro tailwind from LNG demand electrification and global energy security. 2) How Peyto benefits from price diversification turning low AECO prices into higher U.S. and overseas market pricing. 3) Peytos cost advantage as one of the lowest-cost gas producers in Western Canada. 4) Growth outlook:"
YouTube Link 2025-12-07T19:00Z [----] followers, [---] engagements
"Gold Fields (GFI): De-Risked Asset Base But Can You Trust Management Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold Fields is a South Africanbased gold producer that has spent the last decade reshaping and de-risking its asset base. Today it operates a geographically diversified portfolio across Africa Australia and the Americas but questions remain around costs management incentives and execution. In this video we break down Gold Fields through a disciplined investor framework focusing on what has improved what still matters and where the risks sit. 🔍 What"
YouTube Link 2026-01-09T13:51Z [----] followers, [---] engagements
"Warren Buffetts OXY Bet I Understand Why But There Are Risks Warren Buffett has built a massive position in Occidental Petroleum (OXY). In this video I break down why the investment makes sense and why it still carries real risks. We look at OXYs Permian-focused asset base reserves and production mix balance sheet leverage and valuation including a DCF-based fair value estimate. I also explain how the Anadarko and CrownRock acquisitions shaped todays company and why oil and gas prices remain the key swing factor. This is not a hype video its a balanced riskreward analysis of Buffetts oil bet."
YouTube Link 2025-12-26T17:17Z [----] followers, [----] engagements
"Japan Tobacco (JTI): Surprising Growth Solid Dividends But Is It a Value Stock In this video I complete my deep dive into the global tobacco industry by analyzing Japan Tobacco International (JTI) the fifth and final major tobacco company in the series. JTI is a cash-generative low-capex tobacco business with strong global brands and a long history of dividend payments. What stands out in this analysis is surprisingly strong growth including growth in classic combustible tobacco volumes which is unusual for a mature industry like tobacco. In this video I cover: - How JTI actually makes money"
YouTube Link 2025-12-12T14:43Z [----] followers, [---] engagements
"Kinross Gold: Debt Gone Buybacks Underway But Gold Prices Are the Key Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Kinross Gold has quietly transformed its balance sheet over the past few years. Debt is largely gone liquidity is strong and surging gold prices have unlocked a wave of free cash flow that is now being funneled back to shareholders through dividends and buybacks. On the surface the setup looks compelling. 🟡 In this video we break down Kinross using a MeaningMoatManagementMargin of Safety framework. Youll see how a historically low-return"
YouTube Link 2026-01-05T21:04Z [----] followers, [----] engagements
"British American Tobacco (BAT) Stock Analysis [----] Undervalued Dividend Giant In this video I dive deep into British American Tobacco (BAT) and explore whether the stock is undervalued in [----]. Using a value investing approach I break down: ✅ BATs global moat strong brands like Dunhill Lucky Strike Pall Mall and Rothmans ✅ The shift toward reduced-risk products (RRPs) such as vaping and nicotine alternatives ✅ Dividend strength and buybacks is BAT still a reliable income play ✅ Balance sheet progress after the Reynolds acquisition and debt reduction ✅ Valuation insights: intrinsic value vs"
YouTube Link 2025-09-30T19:58Z [----] followers, [---] engagements
"The Canadian ExxonMobil: Why I Love Imperial Oil In this video I break down Imperial Oil often described as the Canadian ExxonMobil. We look at what the company does where it operates its oil-heavy production mix and its integrated upstream and downstream business. I cover balance sheet strength capital allocation management incentives ExxonMobils 70% ownership and why Imperial has delivered exceptional long-term returns. Finally I walk through valuation risks and whether the stock still offers a margin of safety. This is not financial advice. Do your own research. #ImperialOil #IMO #TSE"
YouTube Link 2025-12-27T17:59Z [----] followers, [----] engagements
"Vr Energi: 15% Dividend Yield and 220% Upside The Best Oil & Gas Stock Today Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. In this video I break down Vr Energi a pure-play Norwegian offshore oil & gas producer and explain why it stands out in todays energy market. 🟢 Meaning A Norwegian Continental Shelf pure-play with a 70% oil / 30% gas mix majority owned by Eni and IPOd in [----] to accelerate growth. 🟢 Moat One of the lowest-cost producers globally operating in a stable jurisdiction with strong reserves"
YouTube Link 2026-01-01T21:02Z [----] followers, [----] engagements
"Agnico Eagle: The Best Gold Miner But Is the Stock Too Expensive Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Agnico Eagle is often seen as the highest-quality gold miner in the industry. But does a great business always mean a great investment In this video I break down Agnico Eagle using a simple structured framework focusing on quality risk and valuation. 📌 Whats covered: Meaning What Agnico Eagle does and how it makes money Moat Does a gold miner have a real competitive advantage Management Incentives capital allocation and insider ownership Margin of Safety"
YouTube Link 2026-01-08T16:46Z [----] followers, [---] engagements
"Shell FY2025 Dividends & Buybacks At What Cost Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I go through Shells FY2025 results using the slides from my presentation and break down the real story behind the headline dividends and buybacks. On the surface Shell looks attractive strong cash returns shrinking share count and a growing LNG focus but production is down sharply over the past seven years and the"
YouTube Link 2026-02-07T19:46Z [----] followers, [---] engagements
"GALP: 4% Dividend But I Am Skeptical Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Galp looks like an interesting European energy stock: solid brand integrated business and an attractive dividend yield. But when you dig into the fundamentals the business mix incentives ownership structure and valuation the story gets a lot more complicated. In this video I break down Galp from a value-investor perspective and explain what I"
YouTube Link 2026-01-22T16:13Z [----] followers, [---] engagements
"ORLEN: 6% Dividend + 54% Upside Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ORLEN (PKN) looks extremely attractive on paper: a 6% dividend yield and an estimated 54% upside to fair value but its not a simple oil & gas stock. In this video I break down ORLENs business mix (gas refining petrochemicals retail energy) how the [----] mergers reshaped the company what drives cash flow and the key risks (including state influence). Not financial advice. #ORLEN #PKN #PolandStocks #WSE #EuropeanStocks #EUStocks #EnergyStocks #OilAndGas #DividendStocks orlen pkn orlen orlen"
YouTube Link 2026-01-14T19:52Z [----] followers, [----] engagements
"My Top [--] European Oil & Gas Stocks All [--] Are Buys Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I share my Top [--] European Oil & Gas stocks all three rated as buys based on fundamentals. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Ownership structures and shareholder returns 4) Valuation Not financial advice. Educational purposes only. Vr"
YouTube Link 2026-01-29T21:05Z [----] followers, [----] engagements
"TotalEnergies (TTE) Stock Analysis Dividend Risks & Renewable Future Discover how TotalEnergies SE the French multinational energy giant is transforming its business model to align with global decarbonization goals while maintaining profitability. This video explores the companys value investing profile highlighting its economic moat management strategy under CEO Patrick Pouyann and margin of safety from a financial perspective. Ill break down TotalEnergies diversified operations across oil gas renewables electricity and the key risks and opportunities for investors. Key Topics: Overview of"
YouTube Link 2025-10-22T18:09Z [----] followers, [---] engagements
"Fortescue (FSUGY FMG) Stock Analysis Iron Ore Giant to Green Gamble In this video we dive into Fortescue Metals Group (ASX: FMG) using Warren Buffetts four key principles Meaning Moat Management and Margin of Safety. Youll learn: 🔹 How Fortescue built its fortune as one of the worlds lowest-cost iron ore producers 🔹 Why its bold shift into green energy could be both visionary and risky 🔹 How executive turnover and strategic missteps threaten shareholder value 🔹 And whether Fortescue is undervalued or trading above intrinsic value in todays iron ore market 📊 Verdict: Strong iron ore"
YouTube Link 2025-10-28T12:12Z [----] followers, [---] engagements
"Shell (SHEL) Analysis LNG Growth Dividends & Valuation Is Shell Undervalued In this video we take a deep dive into Shell PLC (SHEL) and analyze whether the stock is undervalued in [----]. Using a value investing approach we cover: 🔹 Shells diversified energy business (oil gas LNG renewables retail) 🔹 Management strategy under CEO Wael Sawan dividends buybacks & CAPEX 🔹 LNG growth plans of 45% annually through [----] 🔹 Risks: oil price volatility regulation climate litigation and transition challenges 🔹 Shells valuation vs. U.S. peers and potential NYSE listing move 🔹 Intrinsic value"
YouTube Link 2025-10-03T11:36Z [----] followers, [---] engagements
"Canadian Natural Resources (CNQ) Stock Analysis 32+ years of Reserves & Canadas Next Oil Boom In todays video I break down Canadian Natural Resources (CNQ) one of Canadas largest and most profitable oil producers. With 32+ years of reserves world-class assets disciplined management and exposure to what may become North Americas next major oil boom CNQ is a stock every value investor should understand. If youre interested in energy stocks long-life assets insider-aligned leadership and companies with consistent free cash flow this deep dive is for you. Timestamps 0:00 Intro 0:34 Meaning 4:16"
YouTube Link 2025-11-22T18:30Z [----] followers, [----] engagements
"Ambev SA (ABEV) Analysis - Growth & Dividends In this video I break down Ambev (ABEV) Latin Americas leading beer and soft drink producer and the regional arm of AB InBev. 🍺 Well look at its strong market position moat financials and dividend policy to see if this stock deserves a spot in your portfolio. Topics covered: - Ambevs dominant market share and brands (Skol Brahma Guaran Antarctica Budweiser Corona and more) - Moat: scale distribution and consumer loyalty - Financial highlights: ROE debt levels and profitability - Dividend policy If youre looking for dividend stocks in emerging"
YouTube Link 2025-09-28T17:50Z [----] followers, [---] engagements
"EQT: The U.S. LNG Growth Play Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. A look at EQT large U.S. natural gas producer and an emerging LNG growth play. I cover how EQT is shifting from local Appalachian pricing to global LNG markets its vertically integrated model and the impact of recent acquisitions that secured pipeline access and lowered costs. We also review the key risks gas price volatility basis spreads execution"
YouTube Link 2026-02-03T17:13Z [----] followers, [---] engagements
"CNQ - 32+ years of Reserves & Canadas Next Oil Boom In todays video I break down Canadian Natural Resources (CNQ) one of Canadas largest and most profitable oil producers. With 32+ years of reserves world-class assets disciplined management and exposure to what may become North Americas next major oil boom CNQ is a stock every value investor should understand. If youre interested in energy stocks long-life assets insider-aligned leadership and companies with consistent free cash flow this deep dive is for you. 💬 What Youll Learn Why CNQs massive reserve base gives it unmatched longevity How"
YouTube Link 2025-11-22T18:31Z [----] followers, [----] engagements
"ORLEN: 6% Dividend + 54% Upside But a Complex Business Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ORLEN (PKN) looks extremely attractive on paper: a 6% dividend yield and an estimated 54% upside to fair value but its not a simple oil & gas stock. In this video I break down ORLENs business mix (gas refining petrochemicals retail energy) how the [----] mergers reshaped the company what drives cash flow and the key risks (including state influence). Not financial advice. #ORLEN #PKN #PolandStocks #WSE #EuropeanStocks #EUStocks #EnergyStocks #OilAndGas"
YouTube Link 2026-01-14T19:46Z [----] followers, [----] engagements
"Chevron Corp (CVX) Stock Analysis Can Chevrons Natural Gas Fuel the AI Power Boom In todays video we dive deep into Chevron Corp (NYSE: CVX) one of the worlds strongest integrated energy businesses. We explore Chevrons long-term relevance in a world still dependent on oil & gas its resilient moat industry-leading management and whether the stock offers a margin of safety today. We also look at Chevrons emerging role in powering AI demand through natural gasdriven off-grid power projects its massive Permian footprint and how its disciplined approach continues to attract investors like Warren"
YouTube Link 2025-11-17T19:48Z [----] followers, [---] engagements
"Imperial Oil FY25: Should You Buy (Exxons Canadian Company) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through Imperial Oils FY2025 results using my presentation slides and break down what really matters behind the numbers. Imperial looks like a high-quality integrated oil business with a balanced upstreamdownstream model strong cash generation and management aligned with Exxons disciplined culture."
YouTube Link 2026-02-09T20:48Z [----] followers, [---] engagements
"European Oil & Gas (Part 3) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I break down my core thesis on European Oil & Gas and analyze four major European energy stocks using a fundamentals-first framework. I focus on: 1) Business model and underlying quality 2) Moat and competitive positioning 3) Management incentives and ownership structure No hype no oil price forecasts no macro"
YouTube Link 2026-01-25T17:11Z [----] followers, [----] engagements
"TotalEnergies FY25 Results Should You Buy Europes Top Energy Major Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management"
YouTube Link 2026-02-13T16:46Z [----] followers, [---] engagements
"Devon Energy: Is It Really This Cheap Whats the Catch In this video I break down Devon Energy Corporation and ask a simple question: is it really this cheap and whats the catch I walk through Devons shale-heavy U.S. business production mix balance sheet and management incentives then dig into free cash flow strength capital discipline and valuation using both DCF and 10CAP frameworks. I also highlight the key risks including commodity price exposure shale reinvestment needs and balance sheet leverage. #DevonEnergy #DVN #EnergyStocks #OilAndGas #OilStocks #Investing #DividendStocks #Investing"
YouTube Link 2025-12-28T21:23Z [----] followers, [----] engagements
"U.S. Oil & Gas (Part 1) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I outline my core thesis on U.S. oil & gas and analyze five major U.S. energy stocks using a fundamentals-first investor-style framework. I focus on: Business model and asset quality Moat durability and balance-sheet strength Management incentives ownership and capital allocation No hype no oil-price forecasts no"
YouTube Link 2026-01-26T20:25Z [----] followers, [----] engagements
"Aker BP FY25 Results As Expected Now Its About Execution Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Aker BPs FY25 results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost Norwegian upstream producer with assets in a stable jurisdiction strong industrial owners and a clear production growth outlook from [----]. I cover production trends balance sheet strength"
YouTube Link 2026-02-12T21:06Z [----] followers, [----] engagements
"ConocoPhillips: LNG Exposure Marathon Deal Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ConocoPhillips is a major pure-play oil & gas producer with rising 🌍 LNG exposure and a transformative 🛢 Marathon Oil acquisition. But with the stock near highs the key question is simple: is COP still worth it In this video I cover: 📊 COPs production mix (oil vs gas) 🌐 Global LNG exposure and pricing upside 💼 The Marathon deal growth dilution and synergies 💰 Balance sheet strength dividends and buybacks 📉 Valuation deep dive (DCF vs current share price) ⚠ Key risks"
YouTube Link 2025-12-31T19:01Z [----] followers, [---] engagements
"Expand Energy: The Best Way to Play the U.S. LNG Boom Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Expand Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven consolidation to debt reduction dividends and buybacks. We look at Expands U.S. natural gas asset base across Appalachia"
YouTube Link 2026-01-31T17:53Z [----] followers, [---] engagements
"I Analyzed [--] Oil & Gas Companies These [--] Are the Best Value (Part1) I analyzed [--] global oil & gas companies across valuation profitability debt reserve life and production mix and in this video I break down how they compare and which [--] stand out as the best value opportunities today. Why oil & gas Despite a loud bearish narrative hydrocarbons still supply over 85% of global energy consumption and natural gas continues to grow with a 2.2% CAGR since [----]. Renewables are expanding but from a small base and global GDP remains tightly linked to rising energy use. In other words the world still"
YouTube Link 2025-12-10T18:17Z [----] followers, 12.9K engagements
"Imperial Brands (IMB) Analysis Is This the UKs Stable Dividend King Is Imperial Brands PLC (IMB) truly the Dividend King of the UK market or is its stability at risk In this video we dive deep into the companys financials dividend history growth outlook and future prospects. 📊 Topics Covered: Overview of Imperial Brands business model Dividend sustainability and payout ratio Recent financial performance Long-term growth potential Risks and opportunities for investors 👑 If youre a dividend investor looking for steady income this analysis is for you. 🔔 Subscribe for more stock breakdowns and"
YouTube Link 2025-10-17T10:27Z [----] followers, [---] engagements
"Warrior Met Coal is Monish Pabrais Largest Holding - Here is Why Monish Pabrais largest position is a coal stock and not for the reasons most investors think. In this video I break down Warrior Met Coal through a disciplined value-investing lens: business meaning moat management quality and margin of safety. We look at why metallurgical coal remains critical to global steel production how Blue Creek transforms Warriors production profile and why the companys pristine balance sheet matters at the bottom of the cycle. I walk through capital allocation decisions management incentives and"
YouTube Link 2025-12-17T14:59Z [----] followers, [---] engagements
"Equinor 2025FY Results Just Dropped Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Equinor delivers solid FY2025: strategic divestments sharpen the portfolio 3% oil & gas production growth and renewables losses are lower. Profitability stays strong with a resilient balance sheet. $1.5B buyback (below prior years) and 5% dividend growth maintained. Reserve replacement needs improvement but overall the investment story remains"
YouTube Link 2026-02-04T21:53Z [----] followers, [---] engagements
"Vista Energy: Massive Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. We look at Vistas shale-focused asset base in Argentinas Vaca Muerta why its often compared to the Permian in terms of rock quality and well productivity and how Vistas oil-weighted mix (around 87% oil) has driven rapid growth over the past five years. I also cover the companys expansion strategy including debt and equity funding reserve"
YouTube Link 2026-02-01T21:36Z [----] followers, [---] engagements
"Petrobras: My #1 Stock (Jan [----] Update) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through why Petrobras (PBR) is currently my #1 stock and one of the most undervalued energy companies globally combining deepwater pre-salt dominance low-cost production and rare production growth at a time when many majors are flat. I break down Petrobras using my KPI framework: business quality + moat balance sheet"
YouTube Link 2026-01-23T23:22Z [----] followers, [----] engagements
"Repsol: The Buyback Machine with a Shrinking Core Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Repsol has become one of the most aggressive buyback stories in European energy shrinking its share count dramatically over the last several years. But at the same time the companys upstream footprint is moving in the opposite direction. In this video I break down Repsols business by segment track the key upstream trends over time and look at whats happening with leverage cash flow volatility and capital allocation. I also discuss how EU energy policy and"
YouTube Link 2026-01-12T19:26Z [----] followers, [---] engagements
"Glencore Has Coal and Copper But the Balance Sheet Scares Me Glencore sits at the intersection of coal and copper two commodities that remain structurally important for global energy and industrial demand. On the surface the company offers scale diversification and exposure to long-term themes like electrification and baseload power. But digging deeper tells a more uncomfortable story. In this video I break down Glencores business by commodity analyze its cash flows and balance sheet and build a conservative valuation using a 10% discount rate and company production guidance. Despite"
YouTube Link 2025-12-15T23:07Z [----] followers, [---] engagements
"Aker BP: I Underestimated This Stock Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Aker BP using my KPI framework: business quality and moat balance sheet strength and cash generation management alignment and capital allocation and the key risks that matter oil prices project execution and regulatory exposure. No hype no price targets just structured investor-style thinking focused on fundamentals downside"
YouTube Link 2026-01-28T15:55Z [----] followers, [---] engagements
"Suncor - 25+ Years of Reserves & The Coming Canadian Energy Boom Full value-investing breakdown of Suncor Energy (SU): Meaning Moat Management and Margin of Safety. We look at Suncors long-life oil sands reserves deep integration improving leadership and discounted valuation supported by strong FCF yields"
YouTube Link 2025-11-25T18:02Z [----] followers, [---] engagements
"Athabasca Oil: The Stock You Wish You Bought And Still Might Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Athabasca using my KPI framework: business quality and moat balance sheet strength and cash generation management alignment and capital allocation and the key risks that matter oil prices export infrastructure (Canadian egress) and price differentials. No hype no price targets just structured"
YouTube Link 2026-01-27T19:13Z [----] followers, [----] engagements
"U.S. Oil & Gas (Part 1): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I outline my core thesis on U.S. oil & gas and analyze five major U.S. energy stocks using a fundamentals-first investor-style framework. I focus on: Business model and asset quality Moat durability and balance-sheet strength Management incentives ownership and capital allocation No hype no"
YouTube Link 2026-01-26T20:23Z [----] followers, [----] engagements
"Repsol: The Buyback Machine with a Shrinking Core Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Repsol has become one of the most aggressive buyback stories in European energy shrinking its share count dramatically over the last several years. But at the same time the companys upstream footprint is moving in the opposite direction. In this video I break down Repsols business by segment track the key upstream trends over time and look at whats happening with leverage cash flow volatility and capital allocation. I also discuss how EU energy policy and"
YouTube Link 2026-01-12T19:29Z [----] followers, [---] engagements
"Expand Energy: The Best Way to Play the U.S. LNG BOOM Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Expand Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven consolidation to debt reduction dividends and buybacks. We look at Expands U.S. natural gas asset base across Appalachia"
YouTube Link 2026-01-31T17:59Z [----] followers, [----] engagements
"Whitehaven Coal: Growth Today Deleveraging Tomorrow Whitehaven Coal has transformed its business through the Daunia and Blackwater acquisitions driving a step-change in production and shifting its revenue mix toward higher-value metallurgical coal. Today the company operates a diversified portfolio with roughly 64% metallurgical and 36% thermal coal exposure exporting primarily into Asian markets. In this video I analyse whether this growth comes at an acceptable cost. We look at production reserves capital allocation incentives and balance sheet strength including how Whitehaven used strong"
YouTube Link 2025-12-23T21:58Z [----] followers, [---] engagements
"EQT: The U.S. LNG Growth Play You Cant Ignore Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. A look at EQT large U.S. natural gas producer and an emerging LNG growth play. I cover how EQT is shifting from local Appalachian pricing to global LNG markets its vertically integrated model and the impact of recent acquisitions that secured pipeline access and lowered costs. We also review the key risks gas price volatility basis"
YouTube Link 2026-02-03T17:08Z [----] followers, [---] engagements
"ConocoPhillips: LNG Exposure Marathon Deal Worth It Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research ConocoPhillips is a major pure-play oil & gas producer with rising 🌍 LNG exposure and a transformative 🛢 Marathon Oil acquisition. But with the stock near highs the key question is simple: is COP still worth it In this video I cover: 📊 COPs production mix (oil vs gas) 🌐 Global LNG exposure and pricing upside 💼 The Marathon deal growth dilution and synergies 💰 Balance sheet strength dividends and buybacks 📉 Valuation deep dive (DCF vs current share price) ⚠ Key"
YouTube Link 2025-12-31T18:57Z [----] followers, [----] engagements
"Equinor: My #2 Stock (Jan [----] Update) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data models and my portfolio positioning behind the thesis join the membership for deeper insights and access to my work. In this video I explain why Equinor (EQNR) is currently my #2 stock as of January [----] a low-cost geopolitically safe oil & gas producer trading at a large discount despite stable production and strong cash flows. I break down Equinor using my KPI framework: business meaning + moat management & governance balance sheet strength and"
YouTube Link 2026-01-24T21:34Z [----] followers, [----] engagements
"Aker BP ASA - Pure Norwegian Oil & Gas Play In this video we dive deep into Aker BP ASA (Oslo: AKRBP) using a value investing lens analyzing the company through the 4M framework: Meaning Moat Management and Margin of Safety. Discover how this Norwegian oil & gas leader combines low-cost operations strong ownership and disciplined capital allocation to deliver long-term shareholder value. Timestamps: 0:00 Intro 0:39 Meaning What Aker BP does and its growth strategy 3:36 Moat Competitive advantages and cost leadership 6:38 Management Leadership quality and capital discipline 11:24 Margin of"
YouTube Link 2025-11-07T10:47Z [----] followers, [---] engagements
"BHP Stock Analysis Coppers Rise Iron Ores Dominance & Fair Value BHP remains one of the worlds largest mining giants but is it still a good investment in [----] In this value investing breakdown I analyze BHPs fundamentals management quality and margin of safety to determine whether the stock is fairly valued today. Copper is rapidly growing as a share of profits while iron ore continues to be the main driver of performance. With disciplined management strong cash flow and exposure to future-facing minerals BHP might be a solid long-term hold but commodity volatility and China demand remain key"
YouTube Link 2025-10-27T16:43Z [----] followers, [---] engagements
"TOU Canadas Gas Giant With Growth Potential Tourmaline Oil Corp is Canadas largest natural gas producer with massive reserves decades of drilling inventory and a growth trajectory most competitors cant match. But is the stock a buy today Or are investors overlooking real risk beneath the surface In this video I break down Tourmaline using the Four Ms: 🟩 Meaning What the business does & why it matters 🟨 Moat Scale reserves cost leadership but cyclical exposure 🟨 Management Growth-focused but shareholder dilution-driven 🟥 Margin of Safety High cash flows low debt yet valuation risk remains"
YouTube Link 2025-11-30T16:30Z [----] followers, [---] engagements
"ARC Resources FY2025 Opportunity Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I break down why I decided to buy ARC Resources (ARX) after the recent selloff. The market is worried about delays and uncertainty around the Attachie project but my thesis focuses on ARX as a Canadian Montney natural gas leader with 60% gas / 40% liquids strong execution and growing exposure to U.S. and international pricing. This"
YouTube Link 2026-02-06T17:07Z [----] followers, [----] engagements
"Wonderful Canadian Oil & Gas Business Fair Price In todays video I break down PrairieSky Royalty (PSK) one of Canadas most impressive oil & gas royalty businesses. PSK operates a pure royalty model with no drilling no capex and extremely low operating costs. With over [----] million acres of royalty and fee-simple mineral rights PrairieSky offers one of the simplest and most durable business models in the energy sector. Using a value investing approach I walk through the companys Meaning Moat Management and Margin of Safety. PSK is truly a wonderful Canadian oil & gas business but is todays"
YouTube Link 2025-11-19T14:24Z [----] followers, [---] engagements
"Whitecap Resources (WCP) Stock Analysis M&A Spree: Shareholder Value or Management Jackpot In this video I break down Whitecap Resources (WCP) using a classic value-investing lens: Meaning Moat Management and Margin of Safety. Whitecap has grown aggressively through acquisitionsbut is this M&A spree actually creating shareholder value or is management the real winner We analyze the companys business model cost position executive incentives stock-based compensation trends dilution risk and valuation to answer one key question: 👉 Is WCP truly undervalued or are investors paying for growth that"
YouTube Link 2025-11-20T18:46Z [----] followers, [---] engagements
"GALP: 4% Dividend Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Galp looks like an interesting European energy stock: solid brand integrated business and an attractive dividend yield. But when you dig into the fundamentals the business mix incentives ownership structure and valuation the story gets a lot more complicated. In this video I break down Galp from a value-investor perspective and explain what I focus on before"
YouTube Link 2026-01-22T16:19Z [----] followers, [---] engagements
"VOPAK Stock: Hidden Energy Gem with 42% Upside 💰 Dividend + Growth Play [----] VOPAK (Koninklijke Vopak N.V.) the worlds leading energy storage company could be one of the most overlooked value plays in [----]. In this short I break down why: ⚙ Strong competitive moat (scale regulation partnerships) 📊 ROE of 18.3% efficient and stable returns 💰 Dividend yield of 4% 🚀 Intrinsic value: [--] 42% upside potential A rare mix of dividend stability and growth but is it worth buying now Watch and decide 👇 #VOPAK #StockAnalysis #Investing #DividendStocks #EnergyTransition #ValueInvesting #Stocks2025"
YouTube Link 2025-10-09T10:51Z [----] followers, [---] engagements
"Birchcliff and Canadas Gas Future Opportunity or Already Priced In In this video I break down Birchcliff Energys valuation in the context of Canadas emerging LNG opportunity. With most of Birchcliffs production coming from natural gas the company is highly sensitive to price movements and its historical returns show the challenges of being a smaller higher-cost producer in a volatile commodity cycle. We look at whether Canadas LNG/pipeline build-out could unlock stronger long-term pricing for Birchcliff how their production mix and exposure to premium hubs like Dawn and Henry Hub matter and"
YouTube Link 2025-12-09T16:40Z [----] followers, [---] engagements
"10 Oil Stock + Venezuela Take Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] global oil & gas companies using a consistent framework focused on valuation profitability balance sheets reserve life and production mix. This is Part [--] of the series continuing the same disciplined fundamentals-driven approach without relying on short-term oil price calls. I also include a quick take on Venezuela explaining why its large reserve base is often misunderstood and why any meaningful supply recovery is a long-term rehabilitation effort rather than a"
YouTube Link 2026-01-04T18:34Z [----] followers, [---] engagements
"Evolution AB [----] 23% Upside and 4% Dividend 💰📈 Global B2B casino leader massive scale 49% return on total assets and a 4% dividend yield yet still offering 23% upside based on intrinsic value. This short highlights why Evolution AB remains a top growth + dividend play in the iGaming industry. #EvolutionAB #StockAnalysis #Investing #Dividends #GrowthStocks #ValueInvesting #Shorts #iGaming #stockmarket2025 Disclaimer: Not financial advice educational purposes only"
YouTube Link 2025-10-05T12:37Z [----] followers, [---] engagements
"ENI S.p.A. Value or Overpriced Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. 🌍 Global Energy Major ENI is a globally diversified oil & gas company with a strong footprint across Africa Europe and Asia still driven by upstream E&P but complemented by gas LNG and transition businesses. 💰 Cash Returns in Focus Over the past years ENI delivered large buybacks and solid dividends reshaping per-share metrics and attracting income-focused investors. ⚙ Strategy & Capital Allocation The company is entering a more"
YouTube Link 2026-01-02T22:46Z [----] followers, [----] engagements
"ENI S.p.A. Buybacks Drove the Price But What About Value Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. 🌍 Global Energy Major ENI is a globally diversified oil & gas company with a strong footprint across Africa Europe and Asia still driven by upstream E&P but complemented by gas LNG and transition businesses. 💰 Cash Returns in Focus Over the past years ENI delivered large buybacks and solid dividends reshaping per-share metrics and attracting income-focused investors. ⚙ Strategy & Capital Allocation The"
YouTube Link 2026-01-02T22:44Z [----] followers, [----] engagements
"Profit Meets Sustainability Discover how TotalEnergies SE the French multinational energy giant is transforming its business model to align with global decarbonization goals while maintaining profitability. This video explores the companys value investing profile highlighting its economic moat management strategy under CEO Patrick Pouyann and margin of safety from a financial perspective. Ill break down TotalEnergies diversified operations across oil gas renewables electricity and the key risks and opportunities for investors. Key Topics: Overview of TotalEnergies business model and market"
YouTube Link 2025-10-22T18:10Z [----] followers, [--] engagements
"Unilever is reshaping its business is it still a solid choice for value and dividend investors Unilever is reshaping its business in [----] but is it still a solid choice for value and dividend investors 🧴💰 In this quick breakdown we cover: Global scale & brand strength 🌍 49% ROE and 3.4% dividend 💸 Intrinsic value around [--] ⚖ Is Unilever still the reliable FMCG giant investors trust Watch now to find out #Unilever #StockAnalysis #Investing #DividendStocks #Shorts #ValueInvesting #FMCG unilever ULVR value investing ben&jerry dividend aristocrat Unilever Unilever stock analysis Unilever 2025"
YouTube Link 2025-10-11T14:31Z [----] followers, [---] engagements
"Cenovus Energy: A Real Turnaround Story - Short Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I analyze Cenovus Energy and ask whether it truly represents a real turnaround story. I break down the impact of the [----] Husky acquisition balance sheet repair production growth capital discipline and valuation. We look at what changed post-merger how management is allocating capital and whether the current share price offers a margin of safety for long-term investors. This is not investment advice. #CenovusEnergy #CVE #OilAndGas #EnergyStocks #CanadianOil"
YouTube Link 2025-12-29T18:34Z [----] followers, [---] engagements
"Tamarack Valley: The Buyback Machine Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. I break down Tamarack Valley Energy using my KPI framework: business quality and moat free cash flow and balance sheet strength management alignment and capital allocation with a focus on the shift from M&A-driven growth to buybacks and debt reduction. We look at Tamaracks heavy-oil asset base what dilution and leverage achieved and why the"
YouTube Link 2026-01-30T21:22Z [----] followers, [---] engagements
"European Oil & Gas (Part 3): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data detailed analysis and my portfolio positioning behind the thesis you can join the membership for deeper insights and access to my work. In this video I break down my core thesis on European Oil & Gas and analyze four major European energy stocks using a fundamentals-first framework. I focus on: 1) Business model and underlying quality 2) Moat and competitive positioning 3) Management incentives and ownership structure No hype no oil price"
YouTube Link 2026-01-25T17:07Z [----] followers, [---] engagements
"Nutrien (NTR) Stock Analysis Cyclical or Value Trap In this video I break down Nutrien Ltd (NTR) one of the worlds largest fertilizer and ag-retail companies using the Value Investing 4M framework: Meaning Moat Management and Margin of Safety. Well explore whether this essential but cyclical business is a hidden value opportunity or a potential value trap for long-term investors. 📊 Video Breakdown 0:00 Intro 0:59 Meaning: How cyclical is Nutriens business 3:35 Moat: Does scale really protect returns 4:09 Management: Are incentives aligned with shareholders 8:41 Margin of Safety: Is the"
YouTube Link 2025-11-09T14:15Z [----] followers, [---] engagements
"European Oil & Gas (Part 1): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Timestamps 0:00 Intro 0:19 Thesis 1:22 Stock KPIs 7:10 Comparison Summary European Oil & Gas is often overlooked but it includes some of the most cash-generative shareholder-focused energy businesses globally. In this video (Part 1) I cover my European Oil & Gas thesis break down how to think about the sector and compare [--] key"
YouTube Link 2026-01-20T18:23Z [----] followers, [----] engagements
"VOPAK (VPK) Analysis Best Hedge for Oil In this video I take a deep dive into Koninklijke Vopak N.V. (VOPAK) the worlds leading independent tank storage company. Well explore whether Vopak is a value investing opportunity amid the global shift toward cleaner energy. 🔍 In this analysis: What makes Vopaks business model unique Its strong economic moat and global terminal network The role of HAL Trust as a long-term shareholder How contango and backwardation influence Vopaks profits A look at managements dividend policy buybacks and sustainability focus My estimated intrinsic value of around 56"
YouTube Link 2025-10-09T10:38Z [----] followers, [---] engagements
"My Top [--] Latin American Oil & Gas Stocks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join my Youtube membership to get deeper insights and access to my work. In this video I share my Top [--] Latin American Oil & Gas stocks one is a Buy based on fundamentals and risk-adjusted valuation. I analyze: 1) How each business actually makes money 2) Cost position balance sheets and downside protection 3) Management quality and ownership structures 4) Valuation and margin of safety Not financial"
YouTube Link 2026-02-02T16:43Z [----] followers, [---] engagements
"Aker BP ASA (AKRBF) Stock Analysis Pure Norwegian Oil & Gas Play In this video we dive deep into Aker BP ASA (Oslo: AKRBP) using a value investing lens analyzing the company through the 4M framework: Meaning Moat Management and Margin of Safety. Discover how this Norwegian oil & gas leader combines low-cost operations strong ownership and disciplined capital allocation to deliver long-term shareholder value. Timestamps: 0:00 Intro 0:39 Meaning What Aker BP does and its growth strategy 3:36 Moat Competitive advantages and cost leadership 6:38 Management Leadership quality and capital"
YouTube Link 2025-11-06T17:11Z [----] followers, [----] engagements
"Peyto: The Best Pure Natural Gas Play in Canada Peyto Exploration & Development is one of the strongest pure natural gas producers in Canada but is it the best gas-only investment today In this video I break down the full investment case: What youll learn: 1) Why natural gas has a powerful long-term macro tailwind from LNG demand electrification and global energy security. 2) How Peyto benefits from price diversification turning low AECO prices into higher U.S. and overseas market pricing. 3) Peytos cost advantage as one of the lowest-cost gas producers in Western Canada. 4) Growth outlook:"
YouTube Link 2025-12-07T18:56Z [----] followers, [----] engagements
"Why Newmont Underperformed Gold (And Still Might) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Why has Newmont Corporation underperformed gold and many other miners over the last cycle and why could that continue In this video I break down Newmont using a clear Meaning Moat Management and Margin of Safety framework. We look at the companys mature and fragmented asset base high-cost structure heavy reliance on gold prices and the long acquisition streak from [--------] that led to dilution integration issues and flat production. I cover why recent balance sheet"
YouTube Link 2026-01-09T21:14Z [----] followers, [---] engagements
"My Top [--] Canadian Energy Stocks (Jan 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on Canadian Oil & Gas one of the most cash-generative energy regions globally yet still misunderstood by many investors due to Canadian crude discounts pipeline constraints and headline risk. I break down [--] top Canadian energy names using the KPI framework from the deck focusing on business"
YouTube Link 2026-01-22T23:33Z [----] followers, [----] engagements
"OMV AG: Solid EU Energy Stock + 10% Dividend Yield Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research OMV (OMW) is one of the more interesting European energy stocks right now offering a 10% dividend yield a diversified business (Energy Fuels and Chemicals/Borealis) and a potential valuation upside if execution delivers. In this video I break OMV down using the 4Ms framework: ✅ Meaning (business model) ✅ Moat (competitive position) ✅ Management (KPIs incentives ownership) ✅ Margin of Safety (DCF vs share price) We also cover key risks (commodity prices geopolitics"
YouTube Link 2026-01-13T18:55Z [----] followers, [----] engagements
"Quick Shell PLC stock analysis in under a minute 🔹 Diversified energy giant (oil gas LNG & renewables) 🔹 Strong ROE of 19.5% 🔹 Dividend yield: 4% 🔹 Intrinsic value: $99 38% upside 🚀 Is Shell undervalued in [----] 📈 👉 Like & subscribe for more quick stock breakdowns #Shell #StockAnalysis #Investing #DividendStocks #energystocks Disclaimer: Not financial advice educational purposes only"
YouTube Link 2025-10-03T11:38Z [----] followers, [---] engagements
"portfolio shorts Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I share my current stock portfolio allocations my thesis/investment strategy and the rationale behind each stock. Become a member of my YouTube channel and get access to weekly snapshot reports on stocks assumptions my portfolio and more. #StockPortfolio #Investing #PortfolioUpdate #January2026 #Stocks #DividendInvesting #LongTermInvesting #ValueInvesting #FinancialFreedom #PersonalFinance #InvestingJourney #WealthBuilding #PassiveIncome #StockMarket #PortfolioBreakdown investment"
YouTube Link 2026-01-17T22:42Z [----] followers, [---] engagements
"British Petroleum (BP) Analysis: A Value Trap or a Turnaround In this video I analyze BP (British Petroleum) using a value investing approach exploring whether the stock is a hidden opportunity or a risky value trap. Well break down BPs business model financials and management strategy including its shift away from renewables back to traditional oil and gas. Key topics include: BPs recent strategic U-turn and focus on shareholder returns Dividend yield (6%) and intrinsic value estimation ($29) Debt levels profitability challenges and exposure to oil prices Lessons from BPs past crises"
YouTube Link 2025-10-19T16:47Z [----] followers, [---] engagements
"4 Biggest Iron Ore Stocks [--] Winners In this video I break down and rank the four biggest iron ore producers in the world BHP Rio Tinto Fortescue and Vale. Using a structured data-driven approach I compare these companies across valuation profitability balance sheet strength and iron ore exposure while also looking at the broader iron ore market dynamics and long-term supply constraints. Iron ore has historically surprised on the upside and with producers now leaner and more capital-disciplined the question is: which stocks actually offer the best risk-reward today After ranking all four"
YouTube Link 2025-12-23T22:25Z [----] followers, [---] engagements
"Mohnish Pabrais Coal Bet: No Debt and Buybacks (AMR) In this video I break down Alpha Metallurgical Resources (AMR) the largest U.S. producer of metallurgical coal and one of Mohnish Pabrais 2nd largest positions. AMR generates 87% of revenue from metallurgical coal supplying global steelmakers with 76% of sales exported. The business is highly cyclical and tied to steel and coal prices but what makes AMR stand out is management quality and capital allocation discipline. The company has eliminated all debt maintains a pristine balance sheet and has repurchased 31% of outstanding shares since"
YouTube Link 2025-12-16T21:09Z [----] followers, [----] engagements
"Mohnish Pabrais Coal: No Debt and Buybacks (AMR) In this video I break down Alpha Metallurgical Resources (AMR) the largest U.S. producer of metallurgical coal and one of Mohnish Pabrais 2nd largest positions. AMR generates 87% of revenue from metallurgical coal supplying global steelmakers with 76% of sales exported. The business is highly cyclical and tied to steel and coal prices but what makes AMR stand out is management quality and capital allocation discipline. The company has eliminated all debt maintains a pristine balance sheet and has repurchased 31% of outstanding shares since"
YouTube Link 2025-12-23T21:28Z [----] followers, [---] engagements
"Is BP Stock a Turnaround or a Trap In this video I analyze BP (British Petroleum) using a value investing approach exploring whether the stock is a hidden opportunity or a risky value trap. Well break down BPs business model financials and management strategy including its shift away from renewables back to traditional oil and gas. Key topics include: BPs recent strategic U-turn and focus on shareholder returns Dividend yield (6%) and intrinsic value estimation ($29) Debt levels profitability challenges and exposure to oil prices Lessons from BPs past crises (Deepwater Horizon Russia exit) 💬"
YouTube Link 2025-10-19T16:50Z [---] followers, [--] engagements
"I Ranked [--] More Energy Companies (Part 3) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] more energy companies using the same consistent framework from Parts 12: valuation profitability balance sheet strength reserve life and production mix. This is Part [--] of the series a fundamentals-driven approach without relying on short-term oil price calls. I also include quick qualitative notes on each name covering business model management/owners and moat/governance risk highlighting where the value is real and where the discount exists for a reason."
YouTube Link 2026-01-16T17:01Z [----] followers, [---] engagements
"Yancoal: Chinese-Owned Australian Coal: A Debt-Free Cash Machine Yancoal is one of Australias largest coal producers but who really owns it In this video I break down Yancoals unusual ownership structure its Chinese controlling shareholder and why this Australian coal company might be positioned well for the future. Despite being majority Chinese-owned Yancoal operates long-life Australian assets exports mainly to Asian markets carries basically no debt and generates significant cash flow. I look at whether this creates a genuine margin of safety. In this video we cover: 1) Who actually owns"
YouTube Link 2025-12-18T18:32Z [----] followers, [---] engagements
"7 Coal Stocks - [--] Winners Note: At 01:13 and 09:09 the Yancoal coal mix is displayed incorrectly. The correct breakdown is 20% metallurgical coal and 80% thermal coal. I analyzed [--] publicly traded coal companies across global markets to understand where value actually exists today. Coal is one of the most hated sectors in the market yet it remains critical for global energy industrial production and grid stability. In this video I break down each company using a consistent framework looking at valuation across the cycle long-term profitability balance sheet strength coal mix and key"
YouTube Link 2025-12-23T22:16Z [----] followers, [---] engagements
"Freehold Royalties: 7% Dividend Yield But Is It a Value Stock In this video I break down Freehold Royalties (FRU) using a simple 4-part investing framework: Meaning Moat Management and Margin of Safety. We look at the companys royalty model U.S. expansion strategy commodity price sensitivity acquisition history financial returns valuation and dividend sustainability. Is the 7% dividend truly safe Does the royalty model create a real competitive advantage And most importantly is Freehold undervalued fairly priced or risky at current levels If youre an income investor energy investor or someone"
YouTube Link 2025-12-06T18:49Z [---] followers, [---] engagements
"Peabody Energy: What Changed Since the Bankruptcy Peabody Energy filed for bankruptcy in [----] during the last major coal downturn. Since then the company has restructured its balance sheet reduced debt and shifted toward a more disciplined cash-focused operating model. In this video we examine what has actually changed since bankruptcy and what hasnt. We look at Peabodys production mix reserves capital allocation management incentives balance sheet strength and valuation. We also assess whether recent performance reflects a true structural turnaround or simply a recovery driven by higher coal"
YouTube Link 2025-12-20T17:52Z [----] followers, [---] engagements
"Nutrien (NTR) - Cyclical or Value Trap In this video I break down Nutrien Ltd (NTR) one of the worlds largest fertilizer and ag-retail companies using the Value Investing 4M framework: Meaning Moat Management and Margin of Safety. Well explore whether this essential but cyclical business is a hidden value opportunity or a potential value trap for long-term investors. 💡 Key Takeaways Fertilizer demand is stable but earnings are volatile. Moat looks wide on paper yet ROI tells a different story. Management is capable but transparency on incentives is limited. Coverage ratio and valuation make"
YouTube Link 2025-11-09T14:16Z [----] followers, [---] engagements
"Why Ecopetrols 16% Dividend May Not Be Worth It Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 💰 A 16% dividend sounds irresistible but is it really that simple Ecopetrol is one of the highest-yielding energy stocks in the market backed by strong cash flows and a dominant position in Colombias energy sector. ⚠ In this video I break down whats behind the headline yield looking at the companys business mix capital allocation balance sheet and long-term economics beyond just the dividend. 📊 Well explore how leverage profitability and state ownership affect the"
YouTube Link 2026-01-03T17:46Z [----] followers, [---] engagements
"Barrick: Copper Growth on Top of a Gold Base Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 🟡 Barrick is evolving from a gold-focused miner toward a copper growth story built on top of a large gold production base. With gold still driving most cash flows and copper positioned as the long-term growth engine execution matters more than ever. 🌍 The company operates globally often choosing high-quality assets in higher-risk jurisdictions. This trade-off shapes both returns and risk especially in a cyclical price-driven industry like mining. ⚙ This video looks at"
YouTube Link 2026-01-06T17:23Z [----] followers, [----] engagements
"European Oil & Gas: [--] Stocks (Part 1) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. Timestamps 0:00 Intro 0:19 Thesis 1:22 Stock KPIs 7:10 Comparison Summary European Oil & Gas is often overlooked but it includes some of the most cash-generative shareholder-focused energy businesses globally. In this video (Part 1) I cover my European Oil & Gas thesis break down how to think about the sector and compare [--] key stocks using"
YouTube Link 2026-01-20T21:08Z [----] followers, [----] engagements
"OMV AG: Solid EU Energy Stock + 10% Dividend Yield Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research OMV (OMW) is one of the more interesting European energy stocks right now offering a 10% dividend yield a diversified business (Energy Fuels and Chemicals/Borealis) and a potential valuation upside if execution delivers. In this video I break OMV down using the 4Ms framework: ✅ Meaning (business model) ✅ Moat (competitive position) ✅ Management (KPIs incentives ownership) ✅ Margin of Safety (DCF vs share price) We also cover key risks (commodity prices geopolitics"
YouTube Link 2026-01-13T18:59Z [----] followers, [---] engagements
"ExxonMobil: Rick Rule Loves This Stock ExxonMobil is one of the most closely followed oil & gas companies in the world and for good reason. In this video I break down ExxonMobil through a long-term investor lens looking beyond short-term oil prices and headlines. We explore how the business actually works how its positioned across cycles and why investors like Rick Rule have long viewed it as a core energy holding. Topics covered include: 1) Exxons business model and production mix 2) The impact of the Pioneer acquisition and the Permian Basin 3) Capital discipline dividends and buybacks 4)"
YouTube Link 2025-12-25T16:18Z [----] followers, [---] engagements
"Freehold Royalties: 7% Dividend Yield But Is It a Value Stock In this video I break down Freehold Royalties (FRU) using a simple 4-part investing framework: Meaning Moat Management and Margin of Safety. We look at the companys royalty model U.S. expansion strategy commodity price sensitivity acquisition history financial returns valuation and dividend sustainability. Is the 7% dividend truly safe Does the royalty model create a real competitive advantage And most importantly is Freehold undervalued fairly priced or risky at current levels If youre an income investor energy investor or someone"
YouTube Link 2025-12-06T18:59Z [---] followers, [---] engagements
"Lets Dig Into Coal: Starting With Thungela Resources Did We Find a Gem Coal is one of the most hated sectors in global markets excluded by large institutions and ignored by most investors. But hate can create opportunity. In this video I dig into coal for the first time starting with Thungela Resources a South African thermal coal producer spun out of Anglo American in [----]. I walk through the full investment case using a value-investor lens: meaning moat management and margin of safety. We look at: 1) Why coal remains critical to global energy and baseload power 2) Structural under-ownership"
YouTube Link 2025-12-14T23:32Z [----] followers, [----] engagements
"Vr Energi: 15% Dividend Yield and 220% Upside Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This is not investment advice only educational purposes. In this video I break down Vr Energi a pure-play Norwegian offshore oil & gas producer and explain why it stands out in todays energy market. 🟢 Meaning A Norwegian Continental Shelf pure-play with a 70% oil / 30% gas mix majority owned by Eni and IPOd in [----] to accelerate growth. 🟢 Moat One of the lowest-cost producers globally operating in a stable jurisdiction with strong reserves and long-term optionality. 🟢"
YouTube Link 2026-01-01T21:06Z [----] followers, [---] engagements
"Canadian Oil & Gas: [--] Stocks + Thesis (Part 1) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I walk through my core thesis on Canadian Oil & Gas and why I believe Canada remains one of the most underappreciated energy markets globally. Well cover the key macro drivers shaping the sector including pricing dynamics infrastructure constraints differentials and commodity cycles and then compare five Canadian energy stocks using a structured KPI framework. This is Part [--] of the series and serves as the foundation for the individual company deep dives. If"
YouTube Link 2026-01-18T18:03Z [----] followers, [----] engagements
"Venezuela Oil: Win for US Loss for Canada Or More Complicated Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Venezuelas oil reserves are back in focus but the story goes deeper than headlines. While the U.S. may gain long-term leverage through access to Venezuelan oil serious doubts remain about whether Venezuela can actually restore production after years of underinvestment sanctions and infrastructure decay. The U.S. strengthens its energy position Venezuela's major production limits Canada faces pressure and a potential turning point. For Canada this shift is"
YouTube Link 2026-01-07T18:06Z [----] followers, [----] engagements
"European Oil & Gas: [--] Stocks (Part 2) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on European Oil & Gas with a focus on Central & Eastern Europe (CEE) a region that most investors ignore despite having some cash-generative energy assets in Europe. I break down [--] key CEE energy names using the KPI framework from the deck focusing on business quality moat and management/ownership"
YouTube Link 2026-01-21T18:27Z [----] followers, [----] engagements
"Venezuela Oil: Win for US Loss for Canada Or Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Venezuelas oil reserves are back in focus but the story goes deeper than headlines. While the U.S. may gain long-term leverage through access to Venezuelan oil serious doubts remain about whether Venezuela can actually restore production after years of underinvestment sanctions and infrastructure decay. The U.S. strengthens its energy position Venezuela's major production limits Canada faces pressure and a potential turning point. For Canada this shift is not necessarily a"
YouTube Link 2026-01-07T18:10Z [----] followers, [---] engagements
"16 Oil & Gas Companies [--] Winners I analyzed [--] global oil & gas companies across valuation profitability debt reserve life and production mix and in this video I break down how they compare and which [--] stand out as the best value opportunities today. Why oil & gas Despite a loud bearish narrative hydrocarbons still supply over 85% of global energy consumption and natural gas continues to grow with a 2.2% CAGR since [----]. Renewables are expanding but from a small base and global GDP remains tightly linked to rising energy use. In other words the world still needs oil and gas and demand is"
YouTube Link 2025-12-23T20:31Z [----] followers, [----] engagements
"MOL Stock: 9% Dividend Yield But What are the Risks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research MOL Group is Hungarys leading integrated oil & gas company and a major energy player across Central & Eastern Europe. With an attractive 9% dividend yield but it also comes with risks that many investors overlook. In this video I explain MOLs business model (Upstream Downstream Consumer Services) where its earnings and cash flows come from and what drives the stock price. I also cover the key investment risks including commodity cycles refining margins regional"
YouTube Link 2026-01-15T18:59Z [----] followers, [---] engagements
"European Oil & Gas (Part 2): [--] Stocks + Thesis Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through my core thesis on European Oil & Gas with a focus on Central & Eastern Europe (CEE) a region that most investors ignore despite having some cash-generative energy assets in Europe. I break down [--] key CEE energy names using the KPI framework from the deck focusing on business quality moat and"
YouTube Link 2026-01-21T18:23Z [----] followers, [---] engagements
"Japan Tobacco (JTI): Surprising Growth Solid Dividends In this video I complete my deep dive into the global tobacco industry by analyzing Japan Tobacco International (JTI) the fifth and final major tobacco company in the series. JTI is a cash-generative low-capex tobacco business with strong global brands and a long history of dividend payments. What stands out in this analysis is surprisingly strong growth including growth in classic combustible tobacco volumes which is unusual for a mature industry like tobacco. In this video I cover: - How JTI actually makes money and why classic tobacco"
YouTube Link 2025-12-23T20:44Z [----] followers, [---] engagements
"Peabody Energy: What Changed Peabody Energy filed for bankruptcy in [----] during the last major coal downturn. Since then the company has restructured its balance sheet reduced debt and shifted toward a more disciplined cash-focused operating model. In this video we examine what has actually changed since bankruptcy and what hasnt. We look at Peabodys production mix reserves capital allocation management incentives balance sheet strength and valuation. We also assess whether recent performance reflects a true structural turnaround or simply a recovery driven by higher coal prices. Key topics"
YouTube Link 2025-12-23T22:03Z [----] followers, [---] engagements
"Big [--] Tobacco Companies Here Are My Top [--] Picks In this video I analyze the Big [--] global tobacco companies and explain why this controversial often-ignored sector can still offer attractive investment opportunities. I break down each company using a consistent framework valuation free cash flow yield long-term profitability (ROTA) debt coverage and business mix and show why headline metrics like P/E ratios can be misleading in tobacco. Despite declining smoking rates the industry continues to generate strong cash flows pricing power and shareholder returns. After comparing all five companies"
YouTube Link 2025-12-23T20:58Z [----] followers, [---] engagements
"I Ranked [--] More Energy Companies (Part 3) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I rank [--] more energy companies using the same consistent framework from Parts 12: valuation profitability balance sheet strength reserve life and production mix. This is Part [--] of the series a fundamentals-driven approach without relying on short-term oil price calls. I also include quick qualitative notes on each name covering business model management/owners and moat/governance risk highlighting where the value is real and where the discount exists for a reason."
YouTube Link 2026-01-16T17:04Z [----] followers, [----] engagements
"Warrior Met Coal is Monish Pabrais Largest Holding Monish Pabrais largest position is a coal stock and not for the reasons most investors think. In this video I break down Warrior Met Coal through a disciplined value-investing lens: business meaning moat management quality and margin of safety. We look at why metallurgical coal remains critical to global steel production how Blue Creek transforms Warriors production profile and why the companys pristine balance sheet matters at the bottom of the cycle. I walk through capital allocation decisions management incentives and ownership reserve"
YouTube Link 2025-12-23T21:36Z [----] followers, [---] engagements
"Ternium S.A. (TX) Analysis When Will the Steel Cycle Turn Is Ternium (NYSE: TX) a hidden gem in the steel industry 🌎 In this video we dive deep into Ternium S.A. Latin Americas integrated steel leader under the Techint Group. Ill cover the companys vertical integration long-term automotive partnerships and financial resilience through the steel cycle. Well look at: 🔹 The companys strong moat and backing by Techint 🔹 Its 7-year average ROE of 13% and 7.5% dividend yield 🔹 Why the intrinsic value is estimated at $61/share offering nearly 70% upside 🔹 The risks: steel-cycle volatility"
YouTube Link 2025-10-07T14:25Z [----] followers, [---] engagements
"Petrobras (PBR) Analysis Value Investing & Dividend Outlook In this video I analyze Petrobras (PBR) through the [--] Ms of value investing breaking down the companys strengths challenges and long-term prospects. 🔎 What youll learn in this video: Meaning Business model geographic and segment breakdown financial metrics CAPEX dividend policy and political influences Moat Domestic dominance low-cost production and geographic advantage Management Leadership turnover governance reforms and executive compensation Margin of Safety Petrobrass valuation discount vs. peers and intrinsic value potential"
YouTube Link 2025-09-24T16:40Z [----] followers, [----] engagements
"Strathcona: Can They Execute on Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I break down Strathcona Resources (SCR.TO) and the key question investors need to answer: can the company execute on its growth plan What we cover 1)Meaning: what SCR produces and what drives cash flow (oil price + WCSB differentials) 2)Strategy shift: why the company returned capital and moved toward a heavier oil-focused portfolio 3) Growth plan: what needs to go right operationally for volumes to ramp after the near-term trough 4) Moat check: price-taker model"
YouTube Link 2026-01-11T18:46Z [----] followers, [----] engagements
"Strathcona: Can They Execute on Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research In this video I break down Strathcona Resources (SCR.TO) and the key question investors need to answer: can the company execute on its growth plan What we cover 1)Meaning: what SCR produces and what drives cash flow (oil price + WCSB differentials) 2)Strategy shift: why the company returned capital and moved toward a heavier oil-focused portfolio 3) Growth plan: what needs to go right operationally for volumes to ramp after the near-term trough 4) Moat check: price-taker model"
YouTube Link 2026-01-11T18:40Z [----] followers, [---] engagements
"Marlboro's Dominance Over The U.S. Market In this video I analyze Altria Group (NYSE: MO) the U.S. tobacco giant behind Marlboro one of the strongest and most iconic brands in the world. Despite declining smoking rates Altria continues to generate steady cash flow maintain pricing power and reward shareholders with an impressive 7.4% dividend yield and buybacks. Well walk through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety to determine if Altria remains a solid income and value play. #Altria #Marlboro #AltriaStock #MOStock #DividendStocks #ValueInvesting"
YouTube Link 2025-11-08T15:05Z [----] followers, [--] engagements
"PT Telkom Indonesia (TLK) Stock Analysis Safe Dividend Play with Growth Is PT Telkom Indonesia (TLK) the perfect balance between dividend safety and future growth 📈 In this video I break down Indonesias leading telecommunications and digital powerhouse through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety. Discover how Telkoms transformation into a digital ecosystem giant positions it for long-term success and whether the stock still offers a margin of safety for investors. Timestamps: 0:00 Intro 1:09 Meaning 5:01 Moat 6:40 Management 12:41 Margin of Safety"
YouTube Link 2025-11-01T15:05Z [----] followers, [---] engagements
"Iron Ore Giant to Green Gamble In this video we dive into Fortescue Metals Group (ASX: FMG) using Warren Buffetts four key principles Meaning Moat Management and Margin of Safety. Youll learn: 🔹 How Fortescue built its fortune as one of the worlds lowest-cost iron ore producers 🔹 Why its bold shift into green energy could be both visionary and risky 🔹 How executive turnover and strategic missteps threaten shareholder value 🔹 And whether Fortescue is undervalued or trading above intrinsic value in todays iron ore market 📊 Verdict: Strong iron ore operations weak moat diversification"
YouTube Link 2025-10-28T12:19Z [----] followers, [---] engagements
"MOL Stock: 9% Dividend Yield Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research MOL Group is Hungarys leading integrated oil & gas company and a major energy player across Central & Eastern Europe. With an attractive 9% dividend yield but it also comes with risks that many investors overlook. In this video I explain MOLs business model (Upstream Downstream Consumer Services) where its earnings and cash flows come from and what drives the stock price. I also cover the key investment risks including commodity cycles refining margins regional exposure and"
YouTube Link 2026-01-16T10:36Z [----] followers, [---] engagements
"Warren Buffetts OXY Bet Warren Buffett has built a massive position in Occidental Petroleum (OXY). In this video I break down why the investment makes sense and why it still carries real risks. We look at OXYs Permian-focused asset base reserves and production mix balance sheet leverage and valuation including a DCF-based fair value estimate. I also explain how the Anadarko and CrownRock acquisitions shaped todays company and why oil and gas prices remain the key swing factor. This is not a hype video its a balanced riskreward analysis of Buffetts oil bet. Topics covered: 1) Why Buffett owns"
YouTube Link 2025-12-26T17:21Z [----] followers, [----] engagements
"Phillip Morris The Leader of a Smoke-Free Future (IQOS & ZYN) Philip Morris International (PM) Stock Analysis Full Deep Dive In this video I break down PMI from a value-investing perspective: ✔ What the business actually means ✔ How strong its moat really is (Marlboro IQOS ZYN) ✔ Whether management is creating long-term shareholder value ✔ And whether the stock still offers a margin of safety for investors PMI is shifting from traditional cigarettes to a smoke-free future powered by IQOS and the explosive success of ZYN. But is the stock still worth buying today #PhilipMorrisInternational"
YouTube Link 2025-11-16T14:18Z [---] followers, [---] engagements
"6.6% Dividend Meet Indonesias Telecom Titan 💵 Is PT Telkom Indonesia (TLK) the perfect balance between dividend safety and future growth 📈 In this video I break down Indonesias leading telecommunications and digital powerhouse through the 4M Value Investing Framework Meaning Moat Management and Margin of Safety. Discover how Telkoms transformation into a digital ecosystem giant positions it for long-term success and whether the stock still offers a margin of safety for investors. 💡 What Youll Learn: How Telkom dominates Indonesias telecom and digital infrastructure Why its government"
YouTube Link 2025-11-02T10:15Z [----] followers, [---] engagements
"Ambev Stock: Hidden Dividend Gem 🍺💰#dividends #abev3 Ambev (ABEV) is Latin Americas top beer & soft drink producer 🍺🥤 but is it a dividend gem with big upside In this short I cover the essentials: market share moat dividends and my intrinsic value calculation. 📈 👉 Want the full deep dive into Ambevs financials brands and dividend policy Watch the complete 10-minute analysis 📌 Dont forget to like and subscribe for more quick stock breakdowns + in-depth analysis ambev abev dividend stock brazil yield market upside growth staples consumer demand latam latin america argentina canada"
YouTube Link 2025-09-28T18:01Z [----] followers, [---] engagements
"Why Newmont Underperformed Gold Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Why has Newmont Corporation underperformed gold and many other miners over the last cycle and why could that continue In this video I break down Newmont using a clear Meaning Moat Management and Margin of Safety framework. We look at the companys mature and fragmented asset base high-cost structure heavy reliance on gold prices and the long acquisition streak from [--------] that led to dilution integration issues and flat production. I cover why recent balance sheet improvements came late"
YouTube Link 2026-01-09T21:18Z [----] followers, [---] engagements
"Barrick: Copper Growth on Top of a Gold Base Can They Execute Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 🟡 Barrick is evolving from a gold-focused miner toward a copper growth story built on top of a large gold production base. With gold still driving most cash flows and copper positioned as the long-term growth engine execution matters more than ever. 🌍 The company operates globally often choosing high-quality assets in higher-risk jurisdictions. This trade-off shapes both returns and risk especially in a cyclical price-driven industry like mining. ⚙ This"
YouTube Link 2026-01-06T17:09Z [----] followers, [---] engagements
"I Ranked the [--] Biggest Iron Ore Stocks Only [--] Made the Cut In this video I break down and rank the four biggest iron ore producers in the world BHP Rio Tinto Fortescue and Vale. Using a structured data-driven approach I compare these companies across valuation profitability balance sheet strength and iron ore exposure while also looking at the broader iron ore market dynamics and long-term supply constraints. Iron ore has historically surprised on the upside and with producers now leaner and more capital-disciplined the question is: which stocks actually offer the best risk-reward today After"
YouTube Link 2025-12-23T18:04Z [----] followers, [----] engagements
"Glencore Has Coal and Copper Glencore sits at the intersection of coal and copper two commodities that remain structurally important for global energy and industrial demand. On the surface the company offers scale diversification and exposure to long-term themes like electrification and baseload power. But digging deeper tells a more uncomfortable story. In this video I break down Glencores business by commodity analyze its cash flows and balance sheet and build a conservative valuation using a 10% discount rate and company production guidance. Despite reasonable operating assets high"
YouTube Link 2025-12-23T21:18Z [----] followers, [---] engagements
"Petrobras: My #1 Stock (Jan 2026) Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I walk through why Petrobras (PBR) is currently my #1 stock and one of the most undervalued energy companies globally combining deepwater pre-salt dominance low-cost production and rare production growth at a time when many majors are flat. I break down Petrobras using my KPI framework: business quality + moat balance sheet and"
YouTube Link 2026-01-23T23:27Z [----] followers, [----] engagements
"Can Chevrons Natural Gas Fuel the AI Power Boom In todays video we dive deep into Chevron Corp (NYSE: CVX) one of the worlds strongest integrated energy businesses. We explore Chevrons long-term relevance in a world still dependent on oil & gas its resilient moat industry-leading management and whether the stock offers a margin of safety today. We also look at Chevrons emerging role in powering AI demand through natural gasdriven off-grid power projects its massive Permian footprint and how its disciplined approach continues to attract investors like Warren Buffett. If you're an investor"
YouTube Link 2025-11-18T14:38Z [---] followers, [--] engagements
"I Ranked [--] Gold Stocks Is There Still Value Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold has already had a massive run and gold miners have rerated with it. That means the easy money part of the trade is likely behind us and new buyers could be entering at cycle highs. In this video I compare [--] major gold stocks side-by-side and rank them based on the things that matter most at this point in the cycle: valuation vs intrinsic value free cash flow yield production costs (AISC + breakevens) balance sheet risk reserve life and overall management/asset quality."
YouTube Link 2026-01-10T16:43Z [----] followers, [---] engagements
"Copper Is Taking Over BHP ⚙💰 BHP remains one of the worlds largest mining giants but is it still a good investment in [----] In this value investing breakdown I analyze BHPs fundamentals management quality and margin of safety to determine whether the stock is fairly valued today. Copper is rapidly growing as a share of profits while iron ore continues to be the main driver of performance. With disciplined management strong cash flow and exposure to future-facing minerals BHP might be a solid long-term hold but commodity volatility and China demand remain key risks"
YouTube Link 2025-10-27T16:44Z [---] followers, [--] engagements
"Ternium Stock: 69% Upside 💰 Latin Americas Steel Giant Explained Is Ternium (NYSE: TX) a hidden gem in the steel industry 🌎 In this video we dive deep into Ternium S.A. Latin Americas integrated steel leader under the Techint Group. Ill cover the companys vertical integration long-term automotive partnerships and financial resilience through the steel cycle. Well look at: 🔹 The companys strong moat and backing by Techint 🔹 Its 7-year average ROE of 13% and 7.5% dividend yield 🔹 Why the intrinsic value is estimated at $61/share offering nearly 70% upside 🔹 The risks: steel-cycle"
YouTube Link 2025-10-07T14:28Z [----] followers, [---] engagements
"Yancoal A Debt-Free Cash Machine Yancoal is one of Australias largest coal producers but who really owns it In this video I break down Yancoals unusual ownership structure its Chinese controlling shareholder and why this Australian coal company might be positioned well for the future. Despite being majority Chinese-owned Yancoal operates long-life Australian assets exports mainly to Asian markets carries basically no debt and generates significant cash flow. I look at whether this creates a genuine margin of safety. In this video we cover: 1) Who actually owns Yancoal and how control works 2)"
YouTube Link 2025-12-23T21:46Z [----] followers, [---] engagements
"Woodside Is Doubling Down on Growth Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Woodside is doubling down on growth through LNG and offshore oil projects but that growth comes with higher debt share dilution and weak near-term free cash flow. In this video I take a closer look at what investors are really paying for today. 📌 What I cover in this analysis: 1) Woodsides oil & gas mix and heavy LNG exposure 2) Capital spending rising debt and limited shareholder returns 3) Management incentives EBITDA focus and low skin in the game 4) Ownership structure and lack"
YouTube Link 2025-12-30T19:59Z [----] followers, [---] engagements
"Is ASUR the Silent Beneficiary of Canadians Skipping the U.S. In this video I dive deep into Grupo Aeroportuario del Sureste (ASUR) one of the highest-quality airport operators in the world and a long-term compounder hiding in plain sight. Using a classic Buffett-style value investing framework I break down ASUR through the lenses of Meaning Moat Management and Margin of Safety while exploring whether geopolitical tensions and U.S.Canada travel frictions could push even more tourism into Mexico. I analyze ASURs airport monopolies across Mexico Puerto Rico and Colombia the key role of Cancn"
YouTube Link 2025-11-15T14:46Z [----] followers, [---] engagements
"Devon Energy: Is It Really This Cheap In this video I break down Devon Energy Corporation and ask a simple question: is it really this cheap and whats the catch I walk through Devons shale-heavy U.S. business production mix balance sheet and management incentives then dig into free cash flow strength capital discipline and valuation using both DCF and 10CAP frameworks. I also highlight the key risks including commodity price exposure shale reinvestment needs and balance sheet leverage. #DevonEnergy #DVN #EnergyStocks #OilAndGas #OilStocks #Investing #DividendStocks #Investing #ValueInvesting"
YouTube Link 2025-12-28T21:25Z [----] followers, [---] engagements
"Thungela Resources Did We Find a Gem Coal is one of the most hated sectors in global markets excluded by large institutions and ignored by most investors. But hate can create opportunity. In this video I dig into coal for the first time starting with Thungela Resources a South African thermal coal producer spun out of Anglo American in [----]. I walk through the full investment case using a value-investor lens: meaning moat management and margin of safety. We look at: 1) Why coal remains critical to global energy and baseload power 2) Structural under-ownership driven by ESG exclusions 3)"
YouTube Link 2025-12-23T21:06Z [----] followers, [---] engagements
"Gold Fields: De-Risked Asset Base Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold Fields is a South Africanbased gold producer that has spent the last decade reshaping and de-risking its asset base. Today it operates a geographically diversified portfolio across Africa Australia and the Americas but questions remain around costs management incentives and execution. In this video we break down Gold Fields through a disciplined investor framework focusing on what has improved what still matters and where the risks sit. 🔍 What we cover Asset base and geographic"
YouTube Link 2026-01-09T13:54Z [----] followers, [---] engagements
"I Ranked [--] Gold Stocks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research Gold has already had a massive run and gold miners have rerated with it. That means the easy money part of the trade is likely behind us and new buyers could be entering at cycle highs. In this video I compare [--] major gold stocks side-by-side and rank them based on the things that matter most at this point in the cycle: valuation vs intrinsic value free cash flow yield production costs (AISC + breakevens) balance sheet risk reserve life and overall management/asset quality. If youre thinking"
YouTube Link 2026-01-10T16:46Z [----] followers, [----] engagements
"Ecopetrols 16% Dividend Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research 💰 A 16% dividend sounds irresistible but is it really that simple Ecopetrol is one of the highest-yielding energy stocks in the market backed by strong cash flows and a dominant position in Colombias energy sector. ⚠ In this video I break down whats behind the headline yield looking at the companys business mix capital allocation balance sheet and long-term economics beyond just the dividend. 📊 Well explore how leverage profitability and state ownership affect the risk-reward profile and why"
YouTube Link 2026-01-03T17:50Z [----] followers, [---] engagements
"Birchcliff and Canadas Gas Future: Opportunity or Already Priced In In this video I break down Birchcliff Energys valuation in the context of Canadas emerging LNG opportunity. With most of Birchcliffs production coming from natural gas the company is highly sensitive to price movements and its historical returns show the challenges of being a smaller higher-cost producer in a volatile commodity cycle. We look at whether Canadas LNG/pipeline build-out could unlock stronger long-term pricing for Birchcliff how their production mix and exposure to premium hubs like Dawn and Henry Hub matter and"
YouTube Link 2025-12-09T16:58Z [---] followers, [---] engagements
"The Canadian ExxonMobil: Why I Love Imperial Oil - Short In this video I break down Imperial Oil often described as the Canadian ExxonMobil. We look at what the company does where it operates its oil-heavy production mix and its integrated upstream and downstream business. I cover balance sheet strength capital allocation management incentives ExxonMobils 70% ownership and why Imperial has delivered exceptional long-term returns. Finally I walk through valuation risks and whether the stock still offers a margin of safety. This is not financial advice. Do your own research. #ImperialOil #IMO"
YouTube Link 2025-12-27T18:47Z [----] followers, [---] engagements
"ConocoPhillips 25FY: Buybacks Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review ConocoPhillips FY25 results and revisit the investment thesis. I break down its pure upstream low-cost portfolio recent M&A-driven growth capital allocation priorities and shareholder returns while discussing key risks tied to oil prices execution and cycle timing. With production up and major acquisitions complete the focus"
YouTube Link 2026-02-15T19:39Z [----] followers, [---] engagements
"ConocoPhillips 25FY: Are Buybacks About to Surge Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review ConocoPhillips FY25 results and revisit the investment thesis. I break down its pure upstream low-cost portfolio recent M&A-driven growth capital allocation priorities and shareholder returns while discussing key risks tied to oil prices execution and cycle timing. With production up and major acquisitions"
YouTube Link 2026-02-15T19:32Z [----] followers, [---] engagements
"Chevron FY25 Results High Quality Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review Chevron Corporations FY25 results and revisit the investment thesis. I break down its global upstream-heavy portfolio capital allocation management quality and shareholder returns while highlighting key risks around oil & gas prices execution and geopolitics. At todays price Chevron looks high quality but fairly valued"
YouTube Link 2026-02-14T19:54Z [----] followers, [---] engagements
"Chevron FY25 Results High Quality but Fairly Priced Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this video I review Chevron Corporations FY25 results and revisit the investment thesis. I break down its global upstream-heavy portfolio capital allocation management quality and shareholder returns while highlighting key risks around oil & gas prices execution and geopolitics. At todays price Chevron looks high quality but"
YouTube Link 2026-02-14T19:41Z [----] followers, [---] engagements
"TotalEnergies FY25 Results Should You Buy Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management quality and the"
YouTube Link 2026-02-13T16:51Z [----] followers, [---] engagements
"TotalEnergies FY25 Results Should You Buy Europes Top Energy Major Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of TotalEnergies FY25 results I go beyond the headlines and revisit the investment thesis. TotalEnergies is one of Europes most diversified energy majors with exposure to upstream oil & gas LNG power & renewables and downstream. I discuss production and reserve trends capital allocation management"
YouTube Link 2026-02-13T16:46Z [----] followers, [---] engagements
"Aker BP FY25 Results As Expected Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research If you want to see the full data + my portfolio positioning behind the story join the membership to get deeper insights and access to my work. In this review of Aker BPs FY25 results I go beyond the headlines and revisit the investment thesis. The company remains a low-cost Norwegian upstream producer with assets in a stable jurisdiction strong industrial owners and a clear production growth outlook from [----]. I cover production trends balance sheet strength development projects like"
YouTube Link 2026-02-12T21:14Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing