Youngmoneycapital$$$, KFCFA

Another 'Green Dot Sunday': Oil Jumps, Stocks Dump After Weekend Of Escalations zerohedge.com/markets/anothe…

@esidery Good defender but dude still doesn’t have basketball IQ though… can’t dribble and bad passer.

Devin Booker shot 20% in the Suns’ Play-In loss against the Blazers when guarded by Toumani Camara. On the national playoff stage, Camara now gets to showcase his elite defensive ability. Camara remains one of the NBA’s most underrated wing defenders.

@djlowe So you are telling me there’s at least another $2B of market cap to drop? Nice!!!😊

So since $SES.to announcement $GFL is down c$4b in mkt cap which is nearly 2/3rd of the ses EV of the deal... Impressive!

@ShaleTier7 Wait who’s this???

@ShaleTier7 100% spot on. $VET would be a $60 stock if they didn’t do this acquisition back in 2022. Liquids yield are low and $LXE was definitely not Tier-1 asset by any means. I’m glad to see they have started selling coelacanth stocks…they were buying from open market for a while

@rockcreekfreak Interesting! Where do they get CO2 from?

Worth following: Conifer Energy (private, not covered) has kicked off their Redwater CO2 flood pilot in the legendary Redwater Reef discovered in 1948 by Imperial Looks like serious injection hasnt started so no oil response yet Injection well at 103/03-08-058-21W4/02

@rockcreekfreak sexy

The Cardinal is taking flight... February Reford oil production edges above January by 81 bbl/d $CJ

Trump Media & Technology Group, Net Income... 2025: -$712 million 2024: -$401 million 2023: -$58 million 2022: -$16 million 2021: -$2 million $DJT

@BubleQe Bought enough $VET.TO?

LNG pricing (JKM & TTF), converted to CAD: JKM: $30.70 = $170/boe TTF: $27.70 = $165/boe $TOU.TO $ARX.TO $VET.TO $TNZ.TO

@CanadianAitken sick trade!

@KeepItRealYYC my calls on VET I bought in Jan have gone from $20k->$225k, thanks for blowin everything up Iran! Allahu Akbar!

The European Gas Market Just Tightened Dramatically & Why Vermillion Energy ($VET) is a Table Pounding Buy (EV/EBITDA < 3.5x) $VET $VET.TO #oott #crude #ttf #wti #COM - link below (no paywall)

@CanadianAitken Looks like it’s happening this week

I think it will hit $20 CAD on the TSX by May/June. Q4 EPS was a kitchen sink due to large impairment, but otherwise would have doubled EPS estimate. That is a strong showing going into this Oil/Gas price rise. They will have a really good 2026. I bought in at $8.61 CAD in May 2025.

Up 22% since my last purchase on March 6. Think it’s going higher still. EV/EBITDA is now only 3x as oil&gas prices have gone up $VET $VET.TO #oott #COM

@tommacinnis Each of Hazell, Scott, Smith, and Virbitsky informed the board that their respective resignations were due to disagreement with the majority of the then 5-member Audit Committee regarding the handling of the Audit Committee's independent investigation into an anonymous complaint

Pretty rare for pubco to have half of board resign on the spot. I’m sure everything is going just fine.

@stevemccaff looks sexy…who owns this?

Release the Grosmont!!!

@ShaleTier7 $LCX already done it on Friday. $50MM Acq for 50 bbl/d of production

@ShaleTier7 I don’t understand why and how are they still reporting the fake reserves…PDP RLI of 12 years??? That’s higher than most SAGD producers lol

@tsxman $VET Must own and table pounding buy at 3.5x EV/EBITDA. open.substack.com/pub/investingi…

$VET.TO getting some pumps again because of TTF rallying. Remember back to 2022 what happened to the crowd when they got smoked buying that Euro gas rally. Perhaps this time will be different. Probably one of the safer names as it is still low multiple relative to peers.

@BubleQe Also, some of their hedges are straight swaps, but they also have collars where they can keep some of the upside - vermilionenergy.com/wp-content/upl…

@BubleQe Do the math. $VET.TO already provided the FFO sensitivity table in Corp deck. They are going to significantly benefit from higher TTF gas prices. $23MM more for every 1/MMbtu move. It’s about 10 bucks higher vs budget. $9MM higher for $1 move in oil. #OOTT #Iran #IranWar #ttf

@NuggetCapital I asked the question at Catch the Energy event. Paul, why is Surge doing big NCIBs where your team is concurrently selling the stock? His answer was, “hey listen, my team works hard and deserves the comp. If Jared wants to a build a big house in Aspen, I’m not going to stop him”

Free tip: If you see a CFO selling as you do at $SGY.TO take the back office ladies advice and get out of dodge. Yes, the fortune tellers and crumby sellside analysts who get a cut think it's a buy but the man who knows the financials the best is selling. WHO DO YOU BELIEVE MOST?