Youngmoneycapital$$$, KFCFA

Energy/Mining Investment pro | Capital Markets, M&A and Advisory | Stonks & Options / Long-short

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@ShaleTier7 They shitty

[zerohedge @zerohedge]

Another 'Green Dot Sunday': Oil Jumps, Stocks Dump After Weekend Of Escalations https://t.co/GNQSQLA5R7

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@ShaleTier7 Wait who’s this???

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@rockcreekfreak Interesting! Where do they get CO2 from?

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@rockcreekfreak sexy

[Charlie Bilello @charliebilello]

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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@BubleQe Bought enough $VET.TO?

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@CanadianAitken sick trade!

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

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)

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@CanadianAitken Looks like it’s happening this week

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

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)

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@stevemccaff looks sexy…who owns this?

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@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

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@tsxman $VET Must own and table pounding buy at 3.5x EV/EBITDA. https://t.co/G0w8c3TFAx

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@BubleQe Also, some of their hedges are straight swaps, but they also have collars where they can keep some of the upside - https://t.co/pCzSgqCw1R

[Youngmoneycapital$$$, KFCFA @KeepItRealYYC]

@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