Mark G

@PeterSchiff All in on Canadian energy $ATH.TO and $TVE.TO

Once again, rising oil prices and bond yields are causing gold and silver to sell off. Traders are fixated on the fact that these moves make it less likely that the Fed will cut interest rates. But they're missing the plunge in real rates that is very bullish for precious metals.

@trend_bullish Sooner than most think

$ATH.TO will eventually retest 18$

If you haven't watched it yet, don't wait any longer, and if you have, watch it again; there are still many gains to be made in the oil sector, and for quite some time to come. 🛢️🇨🇦📈 youtu.be/AtjwbuzKgo8?si…

@VanIsleInvestor @Peter_Lukacs_R The magic number is $1 billion market cap to slowly attract institutional investors

BNN Eric Nuttall: $SGY Surge Energy Surge continues to crunch it out and has good wells and is an under performer due to size. Screens well, we don't own it due to size.

BNN Eric Nuttall: $ATH Athabasca We think it is double from here at $80 The key is not to get knocked off the bull over time. Buybacks will be key over time. $16.00 stock with buybacks it is more than a double.

First comes the waterflood, then comes the moneyflood. Been a hell of a year. Congrats to all fellow TVE-HODLers. Interesting times ahead as with the transition to pure-play Clearwater. $TVE $TVE.TO #COM #OOTT

Ted Oakley - Oxbow Advisors - Interview Series - Jeff Currie - May 11, 2026 youtu.be/zeD5gIYafoY?si… via @YouTube

@VanIsleInvestor Eric is near or the top of my list. I remember though he had Athabasca as a top pick at about $0.50. It went quickly to about $1.20. Then he sold and bought back in over $2.00. He now says he will be holding the last share. This can change but I think it might be more of a trim

For those that know, know and for those that don't... Eric Nuttall is a Trader trying to Max his returns for his clients. Do not expect Eric to hold companies as other long term investors do, expect him to trade as the circumstances change. Eric has held some companies for long periods of time such as MEG Energy and also been in and out of some quickly. I personally have followed Eric for years and we all are entitled to our opinion... What I find separates Eric from many is his integrity. Eric is not always right, none of us are though he has conviction on his trades and the reasoning to back him up.

Scott Sheffield, the former CEO of Pioneer Natural Resources, the shale company thought to have (had) the deepest inventory depth: "one of the main reasons that Pioneer sold was...we were running out of Tier 1 inventory. Everybody is running out of Tier 1 inventory. People don't talk about the fact that we are running out of inventory." The twilight of US shale is upon us. msn.com/en-us/money/ne…

Realistic scenario if the strait remains closed: • Short term (coming weeks): Releases + demand destruction (rationing in Asia, slowing global growth) + maximum ramp-up by other producers (Saudi Arabia via pipelines) maintain a certain equilibrium. Prices remain high (~$100-110), with volatility, but not yet a surge. • Medium term (July-August 2026, i.e., 1 to 3 additional months): This is where it becomes critical. Global stocks are already falling by ~4.8 to 6.6 million barrels per day. When strategic reserves are depleted (or approach minimum safety levels), the physical market will experience a severe shortage of crude. Analysts are then talking about Brent crude at $130-150/barrel (or even more in case of escalation). This is when the price will truly "explode."

@VanIsleInvestor I think Friday. BNN might have a glitch on their website. Thursday, May 14 Stan Wong, Scotia Wealth Management Focus: North American Large Caps & ETFs Thursday, May 15 Eric Nuttall, Ninepoint PartnersFocus: Energy Stocks

Eric Nuttall is on Market Call Thursday, May 15th Can you handle the truth for the next stage of Energy?

Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis youtu.be/FvqJK0YQnkg?si… via @YouTube

@VanIsleInvestor @trend_bullish Several times already. It will keep on fading on the spikes, until it doesn’t. Regardless we are in a elevated oil price for many years

@trend_bullish Watch the Spike and Fade...it's getting consistent.

"back to our regularly scheduled programming"

The Coming Oil Shock | Rory Johnston | TMR youtu.be/WN1PJoqeKhI?si… via @YouTube

Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis youtu.be/FvqJK0YQnkg?si… via @YouTube

$TVE Tamarack Valley Energy YTD +51.50%

🇨🇦 Athabasca Oil $ATH.TO – 2026 Q1 Update ✅ Record production 40k boe/d ✅ Strong realized pricing and netbacks ✅ >15% production CAGR outlook maintained ✅ Capex raised to C$352M with stronger AFF guidance ✅ Share buybacks prioritized over dividends ✅ Massive reserve life (~30 years 1P RLI) Full Video: youtu.be/SrVYYHTenKE?si…

@RazorOil @AlexSS94736924 @thedave2006 @grok My wife flips the script on me a lot

@AlexSS94736924 @thedave2006 @grok why Alex likes numbers that end with 69?

Good morning to all friends that know where the 🇨🇦 Canadian 170 Billion barrels of recoverable oil is located…and yes relatively almost no oil in BC, mostly gas…🫡🪒

@coopincanada Kevin were you at the game? I was at the HR Derby. I took pictures of some players in the outfield

The great Tony Gwynn would've turned 66 today. As a Canadian baseball history buff, this is how I like to remember him -- signing autographs at SkyDome prior to the 1991 All-Star Game. He passed away in 2014.