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Nailed it again in 2024 in good part thanks to $TNZ.TO swift execution. Up
186% YTD and still wouldn’t know how to run an Excel sheet 😅. HAPPY NEW YEAR ALL, let’s see what 2025 brings, prolly more outperformance from Tenaz is the #1 bet !
$VFF
“We’re actively mobilizing plans to operationalize our standalone 30-acre greenhouse in Monahans, Texas for cannabis production. Monahans is the youngest, most advanced production asset in our portfolio, and we remain very focused on pursuing all potential pathways to initiate our U.S. market entry with a commencement of production in Texas”
🤖 Made with AI
$TNZ.TO Tenaz thesis in a single phrase :
NoPumpAllowed retweeted
Eric is buying the $TNZ.TO dip! Remember he was trying to get 10M worth and couldn't guess liquidity is here!
Uncertainty = opportunity. What have we been buying the past few days after the 20%+ correction?
🛢️a company with European gas exposure that we think will free cashflow ~50% of their market cap over the next 2 years at strip
🛢️an oilsand producer with 35+ years of stay-flat inventory at 5.2x EV/CF and a 12% FCF yield at $70WTI
🛢️a Permian royalty co. with exposure to the best rock and best operators at a 13% FCF yield at $70WTI
🛢️a US/CDN driller at 3.1X EBITDA and a 20% FCF yield
🛢️a large cap uranium producer at 1.2X NAV that has fallen by 45% since January while spot/uranium prices have risen to at/near all-time highs
🛢️a Duvernay producer with massive running room at <3.5X EV/'28CF down 20% this week
🛢️large cap global oilfield service co.'s ahead of what we believe will be a 5%-10% growth capex cycle in 2027+
NoPumpAllowed retweeted
$TNZ.TO ignored the majority of the TTF move up, but is happily following spot down 🙄 (despite the all important forward curve strengthening)
Nice note attached as a gentle reminder of how cheap it currently is
Q3 results this week, hopefully get some drilling results....👀
Another genius:
Completely misses $TNZ.TO from 4 🤕
Proceeds to play TTF with Aussie Coal 🤣
NoPumpAllowed retweeted
I don’t know about y’all, but the message that I have taken from the actions/words of @Boris_Jordan & @Organigram_Inc & @_deepakanand is to buy more $VFF
NoPumpAllowed retweeted
Big news for #SEA today
PETRONAS awards Seascape a Temaris extension, taking the PSC to 1,770 km² (+45%), with potential to DOUBLE the existing prospective resource base
New 3D seismic, updated CPR in Q4 and farm-out restarted targeting Q4
All the pieces coming together...👍
#SEA Let’s goooo !!!
🪄 𝗛𝗮𝗿𝗿𝘆 𝗣𝗼𝘁𝘁𝗲𝗿 𝘆 𝗲𝗹 𝗺𝗶𝘀𝘁𝗲𝗿𝗶𝗼 𝗱𝗲 𝗹𝗼𝘀 𝗺𝘂́𝗹𝘁𝗶𝗽𝗹𝗼𝘀 𝗲𝗻𝗰𝗮𝗻𝘁𝗮𝗱𝗼𝘀
TTF a 45 €: $TNZ.TO no estaba cara.
TTF a 87 €: acción casi plana y ahora está carísima.
Nuestro Pitagorín nos lo explica 5 meses después.
Disfruten el espectáculo! 🍿
NoPumpAllowed retweeted
TTF doing it's thing and hitting a 4 year high. $TNZ.TO will be watching the 💵 roll in whilst securing some lovely long term hedges. Shouldn't be long until it is breaking new highs......
#SEA Discerning O&G investors should take a hard look at this little-known gem on UK’s AIM. Seascape has been a stellar performer since the Longboat days, but plenty of upside remains as Temaris is further de-risked and giant Kertang gets drilled (10% fully carried) this Summer.
Its been a minute! Interims 2026 webcast now on our YouTube channel - short-and-long form depending on your interest/patience levels!!
Thank you to @ITOLDYA6 for the nudge to get back posting on X!
youtube.com/@SEAPLC
7/10 While @AlderLaneEggs sneered at Canada as “Arctic Mexico,” $VFF was quietly building an international cannabis moat: low-cost production, established export channels and growing overseas sales.
$GLAS was selling the dream. $VFF was building the business.
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