Ethan Barkley

@G_A_Wilson Another couple of “small” paydays then the real $ starts to flow.

$PBR.A $PBR #Petrobras informs about shareholder remuneration

@RazorOil @grok Load up now becuase those holding the paper price are getting stretched hard….

@grok is the strait of Hormuz open for safe passage?

@BrandonWealth $ENCC or $ENCL

Hey Canadians 🇨🇦 What’s the most underrated ETF everyone should have in their TFSA Not the obvious ones like $XEQT.TO or $VFV.TO I’m talking hidden gems.

@tradeoilstocks The stuff legends are made of. May the CVE gods shine!

Bought 20,000 more shares of $CVE yesterday. Have $6 million of it now. It’s the largest $ amount invested in an individual stock ever for me. Total oil equity investments are now $7.4m ($1m in $SCR.TO and $400k in $ATH.TO).

@competentmanpod @Rory_Johnston Great interview 👍

Rory Johnston: 13 Million Barrels Per Day Missing, Why Aren’t Markets Reacting? x.com/competentmanpo… @Rory_Johnston #OilMarket #CrudeOil #EnergySupply #GlobalTrade #GeostrategicRisks #PriceVolatility #DemandDestruction #PhysicalMarkets #FuturesMarkets #SupplyChainImpacts #InfrastructureDamage #MaritimeChokeholds #ResourceNationalism #EnergyTransition

@OilHeadlineNews Oil 📈

Blockade of Iranian ports will last 'as long as it takes' - US Dept of War Secretary

@ALLKAResearch Feels range bound at the moment. Hope it breaks to the upside with poly prices on the rise.

$BAK $PBR Braskem Idesa S.A.P.I. 7.45% 19/29 is trying to grow towards 70. While Braskem shares only make me sad.

@thewildbill59 @Platypuss_10 Are blind? Dude wtf!

@Platypuss_10 They aren’t screws. They are Rivets and they won’t fall out.

Honestly, no— this isn’t okay Maintenance needs to take this seriously—those are far too many loose screws on this Lion Air Boeing 737-800 flying from Bangkok to Chiang Mai.

@Kingfisher6868 @nexaresourcespe Not sure but I’m glad I own it. Wow.

Not complaining, but can someone please explain why this happened? 🤷‍♂️ @nexaresourcespe $NEXA

@calvinfroedge Another great call Calvin! 👌

$NEXA is almost a double If you want to say thanks donate to LittleChildren.org

@trend_bullish 👍 $PEY still bruised from the Eric’s “top” call, I say it runs back up and past by EOY.

$PEY.TO 🇨🇦Peyto Exploration & Development Corp. (PEY; C$25.50). Amir Arif.(403) 809-2334, Viraj Rajendra.416-389-7855 Marketing Takeaways Rating: Outperform; C$30.00 target Full Report: click here The ATB Take: We had the Management team of PEY on the road late last week. This note summarizes some of our key takeaways from the marketing as well as our quarterly preview on the name. Key takeaways from the marketing include a positive outlook for Q1/26 given specific gas exposure, ongoing reductions in total cash costs, balance sheet leverage approaching target levels, and the market's underappreciation for its Deep Basin advantage. PEY trades at 5.6x 2026 and 7.3x 2027 strip EV/DACF with leverage improving from 1.4x at YE25 to 0.9x at YE26.

@JoeBeattie11 @RazorOil War is over, straight is open, infrastructure back online. Nothing to see here folks go back home and ignore the reality we are in.

@RazorOil WTI is down. Everything is fixed, don’t you know.

The world’s energy and material balance doesn’t close with current status quo friends. Everything we see here is mental gymnastics, it always was and always will be an exercise in shake and bake. 🫡🪒

@lwsresearch Production 📈

🛢️ Petrobras advances massive deepwater project Petróleo Brasileiro SA Petrobras $PBR approves FID for SEAP I, advancing its Sergipe Deepwater project alongside SEAP II, with total investments exceeding R$60B. The project includes FPSOs (via SBM Offshore) with combined capacity of 240k bpd + 22M m³/day gas, targeting over 1B boe and establishing a new oil & gas frontier in Brazil. Bottom line: large-scale offshore expansion + long-term production growth in a strategic energy hub ⚙️📈 #Oil #Energy #Offshore

@marketplunger1 $teck 📈

Kind of crazy how quietly copper got back to $6/lb. If markets really start to move here, copper will be back to new ATHs in no time.

@marketplunger1 @GavMcCracken Great pod, well done! Gavin is a 🇨🇦 legend!

I had such a blast interviewing @GavMcCracken on the podcast. Independent thinkers are a breath of fresh air in the Boilerplate World investing tends to live in. Who should I have on the podcast next?

Thoughts on where $PBR goes with the naval blockade?

@ALLKAResearch $PBR is going to be writing me some big checks 💰

Vance is returning to the US. Flight number SAM091. Oil at $120? $PBR Petrobras, I hope you'll pay us at least $4.50 in dividends in 2026.

@FinanceLancelot 👍👎🤜🤛👉👈

Waking up Monday morning to realize we're in the blockade of a blockade of another blockade.

@marketplunger1 @AAGresearch Commodities 🤯

We’re making it happen. Calvin and Gavin together. This will probably be a 3HR podcast at minimum. Oh hell yes.

@ExnerPirot 🇨🇦Fed government is allergic to making money, they only like borrowing/ spending.

This could’ve been Northern Gateway and Kitimat