@AssetTraveller 410 was 2026 forecast. I think the measure might be last full year. I may have it wrong.
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TK
6K posts
TK
@tt74kenn
Oil and Gas investor focused in Canada. Dabble in options with some success. Collector of dividends. Always searching for value. Conservative.
Ontario, Canada Katılım Ağustos 2013
204 Takip Edilen314 Takipçiler
$arx ev/flowing boe =59,000
$tou 685000x59000=40.4 billion
60% upside to EV. Considering the depth of inventory 3.9b 2P which arx got 11.00 puts reserves valuation at 42.9b
Somewhere in that logic we should see 50% upside to Stock. Considering a takeout premium maybe 100-105 sp
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$22BN CAD has just been free'd up now that $ARX.TO the 2nd largest, Investment Grade (*marketable) #NaturalGas producer has been acquired ( Shell ).
$TOU.TO up ~6% at the time of writing (high volumes) as the next logical move for these funds.
✔️Foreign investment in Canada.
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this is the death certificate of the zero interest rate green transition rather we call it an earning miss.
honda taking a catastrophic $15.7 billion charge and cancelling three major north american ev platforms proves that you cannot legislate consumer demand. the unit economics eventually break when you force a low margin hardware manufacturer to abandon its core competency (internal combustion) to chase a highly subsidized mineral heavy fantasy.
reversing a massive ¥550 billion profit forecast into a steep loss is the exact premium the industry just paid to learn that physical supply chains do not care about esg targets.
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JUST IN: Honda expects its first annual loss in nearly 70 years as a listed company.
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Not sure if my oil and gas shitcos are selling off cause of the Citrini article or cause they're oil and gas shitcos.
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@garquake If you had a crystal ball and it told you every oil stock would be hitting all time highs with $60 oil going into earnings season reporting on $57 oil you would toss it in the garbage. I would have killed for this performance in 2023 with oil $15-20 higher. What changed?
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TK retweetledi
@BubleQe @BeantownHQ X has turned into a bunch of pump and dump schemes and I told you so’s…
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@tt74kenn @BeantownHQ That's the way, kudos... Transparency & Accountability.
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bought $ARX.to into the abyss the other day
in acct I won't bother it much
Chris in Canada 🍁@tsxman
$ARX.TO very low financing rate for Team Terry despite Attachie being a write-off. 3.349% financing is pretty impressive.
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@BubleQe @BeantownHQ They need to do it like this not Peter Linder style… too many pumping junk
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@BeantownHQ No you didn't..
..or you would have posted it earlier.
Classic "after the fact, I loaded up" after a stock has gone up 10%.
2026 is the year of accountability.. don't post what you buy, when you buy it & conviction.. "it didn't happen".
GIF
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@VanIsleInvestor ARX issues executive comp every February. They didn’t pay for these shares
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$ARX ARC Resources - Terry and team adding some on the drop...10,680 shares for approx. $245,640
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TK retweetledi
Cenovus’ 172,000-bpd refinery in Lima, Ohio, suffers storm-related mechanical issues, IIR says dlvr.it/TQZfcP
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