🛢️ Niklas 🛢️

Following O&G companies & gold.

Largest holdings #AXL, $THX.V, $APM.V, $SOMA, #PTAL

[🛢️ Niklas 🛢️ @FriesNiklas]

@turt1e A bit dusty, bruh.

The wine touched the dust, so you better just throw them out.. to be safe ofc

[🛢️ Niklas 🛢️ @FriesNiklas]

@Robin25461631 Would have saved a lot of money had I exited TXP earlier than I did..

The story was good, unfortunately the execution was absolutely horrendous

[🛢️ Niklas 🛢️ @FriesNiklas]

@Silver__Santa 1/4 in EQTY hot diggity dang.

[🛢️ Niklas 🛢️ @FriesNiklas]

@RUSSELL81748847 @Robin25461631 @corp_arrow I can only imagine Arrow being v mindful about watercuts and processing the water not creating any bottlenecks in the future.

Watercut is not per se a problem.

[🛢️ Niklas 🛢️ @FriesNiklas]

Obviously #brent must go sub $60 again! No other outcome.

[Rory Johnston @Rory_Johnston]

30 days ***AFTER*** a deal?

Guys, we can't even land a deal, which over the weekend was supposed to be signed Sunday and include near-immediate Hormuz transit relief.

Now the deal timeline continues to slip and the new Hormuz position is a month *after* whenever that manages to land?

Bad, bad, bad.

[🛢️ Niklas 🛢️ @FriesNiklas]

@Robin25461631 Horrible for all of the world.. but true, v nice for our producers!

[🛢️ Niklas 🛢️ @FriesNiklas]

@Doudery @Henrik115 They're literally on his page, just go down a cpl tweets.

The amount of time you use on Henrik's profile will be equally rewarding.

[🛢️ Niklas 🛢️ @FriesNiklas]

@turt1e Bruhhhh

[🛢️ Niklas 🛢️ @FriesNiklas]

@Rory_Johnston Trump has truly helped China and Russia more than any other president.

Europe is more eager to do trades with China now, the world almost forgot the russian war on Ukraine due to Iran conflict, gold is gonna soar and US will be weakened.

F man, GG Americans. They chose it.

[🛢️ Niklas 🛢️ @FriesNiklas]

@AndersSjastad Do you want to take all my money?!

[🛢️ Niklas 🛢️ @FriesNiklas]

@Silver__Santa

[Silver Santa @Silver__Santa]

$ORV.TO - ORVANA vs $ASM.TO - AVINO
Two mining companies reported record quarters on the same day. One generated 38% more revenue and 23% more net income, while also being undervalued having a 5.3× smaller market cap. Same metals. Same cycle. Very different price tags.

ORV: $54.4M rev, $27.5M EBITDA, $19.6M net income, 50.6% EBITDA margin, market cap: $248M

ASM: $39.4M rev, $25.5M EBITDA, $15.9M net income, 64.7% EBITDA margin, market cap: $1,320M

Valuation gap: X5.3.

[🛢️ Niklas 🛢️ @FriesNiklas]

@Silver__Santa Santa this is out of this world delicious comparison graphic !!

Would love to see more of this kind. Your .drive things are killer. Really appreciated 🙌🏼

[🛢️ Niklas 🛢️ @FriesNiklas]

@marketplunger1 I'm not emotionally ready to be hurt by Lucara yet again.. hindsight the worst stock I've traded 😂
$LUC.TO

[🛢️ Niklas 🛢️ @FriesNiklas]

In the last year I've made 3 big buys on $AXL.V at
C$.300 in July
C$.260 in Dec
C$.370 just a week ago.

This new update might be what can take us further, depending on flow rates from Icaco.

Lots of haters, but maybe it's time to trade like an oil company with $100 Brent.

[Robin Mayes @Robin25461631]

#AXL $AXL.V Auctus note out. They have upped NAV and target price

[🛢️ Niklas 🛢️ @FriesNiklas]

@Robin25461631 @corp_arrow Holy smokes Robin.

30ft+15ft+26ft of pay in a new zone.. can't wait to see how this area performs!

Depending on said performance, I cannot imagine this NOT being the bottom for $AXL.V.

5k plateau, $100 oil, new stellar field to develop.. time to retest old heights?

[🛢️ Niklas 🛢️ @FriesNiklas]

@Investor_UK1 My sense of "but what if it rose 300% the next half year?!" just overrides my urge to take the loss.. (I'm already in ORV btw)

If soma goes below C$1 I'm out - buuuut I ponder doubling the position for the shenanigans 😂

[🛢️ Niklas 🛢️ @FriesNiklas]

Yet another day of #brent being above $100 and $AXL.V make ~$60-70 pr barrel.

At 5kb/d, $65 netbacks we're at $119M / C$163M a year.
If they manage to make their plateau at 5K and then build from here, it's a very appealing case.

Stock is priced at C$117M.

[Robin Mayes @Robin25461631]

#OIL Price breaking out .

The maths becomes more and more compelling

@corp_arrow #AXL $AXL.V

Netbacks in Q3 2025 were $37 at $68 Brent.
For every $10 of additional price, add $8.80 of netbacks.

At today’s prices that is over $85 of netbacks per boe. They are producing around 5500bopd. Over $400 000 per day, over $10m per month. Some sectors and companies are winning from this war , oil producers are clearly the most obvious.

Company trading at 22p, all time highs were 33p in August 2024 when Brent was $80 and they were producing 5000 bopd

[🛢️ Niklas 🛢️ @FriesNiklas]

@AndersSjastad