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....👀
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...👍
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......
NoPumpAllowed retweeted
Tenaz Energy on International Growth youtu.be/p2HfQjzo57s?si=aoVI… via @YouTube
NoPumpAllowed retweeted
Spain 🇪🇸 is going full Kuka:
1) Eviction ban until 2030 (so Moroccans can squat without any risk)
2) Mandatory two-year extension of all contracts.
3) Rental price freeze until 2028.
Saluden a España que se va 👋
NoPumpAllowed retweeted
National Bank increases target price on Tenaz to $100 as part of commodity price deck update
NoPumpAllowed retweeted
Common wisdom: Do not get overly attached to your investments. Investments aren't football teams.
Average X investor: Let's decorate the place with company logos.
NoPumpAllowed retweeted
Key questions here:
1. IS TTF going to reach 100 eMWHR this winter?
2. Can Tenaz boys continúe to grow production?
3. Do the market consider $TNZ.TO brutal netbacks?
4.. Are they going to make more M&A?
5. IS Eric nuttal a crappy fund manager?
6. ARE YOU GOING TO BUY A TICKET?
NoPumpAllowed retweeted
Eric Nuttall discusses Tenaz Energy on BNN Bloomberg September 8, 2026
youtu.be/RPlFx05OR8U
NoPumpAllowed retweeted
Qatar extends force majeure on LNG supplies to European and Asian buyers 🇶🇦⚠️
🚢 Deliveries canceled for Asian customers into October, and European customers into November
👉 The move comes as LNG traffic through Hormuz remains at a near standstill
bloomberg.com/news/articles/…
NoPumpAllowed retweeted
Un matiz hay un partícipe que tiene el 25% del patrimonio, de los 166 con los que cuenta el fondo.
En todo el semestre solo ha captado de forma neta 1 partícipe.
NoPumpAllowed retweeted
Oil fighting like a British race horse to stay above $80 with the MOTHER of all geopolitical risk unfolding over a NUMBER of months. I just do not see how on earth that can be interpreted as bullish. Honestly maybe falling inflation and low oil in 2027 is going to be big surprise
NoPumpAllowed retweeted
WOW. Famous Canadian energy analyst Jeremy McCrea now covering $TNZ.TO. He is joining @ITOLDYA6 who had this figured out three years ago at $2 when nobody else was talking about it.
BMO Capital Markets initiates coverage of Tenaz Energy with an Outperform rating and a $70 target price.
can01.safelinks.protection.o…
NoPumpAllowed retweeted
Note the pattern:
Citadel es el perejil de todas las salsas,aquí van todas las polémicas en las que se ha visto envuelto (moraleja, si eres un pez pequeño los Griffin boys siempre te van a estafar):
Enero 2017 — La SEC le multa con 22,6 M$ por engañar a clientes sobre la fijación de precios con algoritmos
Diciembre 2018 — 3,5 M$ por reportar incorrectamente casi 80 millones de operaciones entre 2012 y 2016.
Enero 2020 — Acuerdo de 670 millones de yuanes (~97 M$) con los reguladores chinos por irregularidades de trading que se remontaban a 2015.
Julio 2020 — 700.000 $ a FINRA: retiraba órdenes OTC de clientes del sistema automático y operaba por cuenta propia en el mismo lado del mercado a precios que las habrían satisfecho, sin ejecutarlas.
2020 (año completo) — Censurada 7 veces por reguladores de EEUU: fallos de entrega (FTD), naked short selling, indicadores de corto inexactos, ejecución durante halts de circuit breaker.
Marzo 2021 — 275.000 $ de FINRA por reportar mal casi 500.000 operaciones de Treasuries entre 2017 y 2019.
Enero 2023 — Corea del Sur le multa con 11.880 millones de wones (~9,7 M$) por distorsionar precios con trading algorítmico de alta frecuencia (órdenes IOC, rellenado de huecos en el bid) sobre una media de 1.422 valores diarios entre octubre 2017 y mayo 2018. (investing)
Septiembre 2023 — 7 M$ de la SEC por violar la . (sec) Achacado a un error de código. (CNBC)
Octubre 2024 — 1 M$ de FINRA por fallos de reporte al Consolidated Audit Trail: unos 42.200 millones de eventos de órdenes reportados con datos inexactos entre junio 2020 y julio 2022.
Y por último el evento GameStop que todos conocemos
