TMF, should #Trump realize #energy security is systemic, a deal with 🇨🇦 may lead to increased egress & profound M&A opportunities. 🇨🇦 is undergoing a leadership change and this will be met with incredible resetting of international expectations. Thank you. #OOTT #EFT #COM

Merry Christmas.

TMF, Major banks realize what will happen as we lack energy investment. 🇨🇦 offers this investment & #stocks paying out handsome FCF. Many undervalued > 50%-70% & leveraging USD strength. Will look to unwind my own leverage employed in 2026-27 as rates fall. Thank you. #OOTT #EFT

TMF, if the news from 🇨🇦 is true, buy CAD$ & #Canadian #energy companies with two hands. Wall St discussions on the discount 🇨🇦 receives due to poor leadership and lack of foreign investment will unwind. This will flip will happen faster than you think. Goodnight. #OOTT #EFT

TMF, this headline is correct. OPEC nations are wise to wait out regime change in Western nations as they will be forced back into fossil fuels as demand does not decline, & underinvestment effects rear. The east coast is set to freeze so expect pressure to upside in demand.

TMF, a notion that #Trump will target 🇨🇦 #energy is futile. Do not mix fear with reality. At these prices, companies will outperform all analyst expectations. There is no back up plan for #energy globally. There is no magic fix. Consumers will pay & that won't happen. Thank you.

Incorrect. More extensive due diligence is required for those who share this sentiment. Thank you.

TMF, #Trump declaring an #energy #Emergency may be the best thing for 🇨🇦 energy. The more people read and research, the more time that passes, the more people will realize that 🇨🇦 energy offers us a significant resource at attractive valuations. No substitute. Thank you. #OOTT

TMF, $VRN is a compelling company in 🇨🇦 that offers value & growth. Asset base & inventory strong. Balance sheet & Dividend strong. Misunderstood inventories which may prove to be more prolific. Chart is very strong technically. My 2nd largest holding. Thank you #OOTT #EFT #COM

TMF, #Keystone is an indication of what this admin thinks they will require for future energy needs. There is no bigger admission that we need #Canada. Stay confident the volatility has more to do with concerns than fundamentals. Thank you. #OOTT #EFT #COM

TMF, everything is oversold. #OPEC Will not shoot themselves in the foot to appease Trump. They see a healthy economy, demand, & understand the market can afford the incremental supply increase. Tariff talks will not include Canadian energy. Thank you. #OOTT #EFT #COM

TMF, indulge each other. Why do you believe #OPEC would bring barrels back now, after all of this time? Help me to understand your thoughts. Thank you #OOTT #EFT #COM

TMF, your engagement is valuable. Beyond fear is a reality that #energy demand is growing, a transition is unwinding, demand from #China #India growing, while #shale declines. Today is an opportunity for you to cease. Above all, data is on your side. Thank you. #OOTT #EFT #COM

TMF, a congratulations to $VRN shareholders, especially Jon HFI Research. It takes courage to buy when others are fearful. $WCP combination will yield very good results for shareholders. More good news to come from #Canada. Stay patient. Thank you #OOTT #EFT #COM

TMF, should you require any validation on the value of $VRN, see the $WCP insider buying. Thank you #OOTT #EFT #COM

TMF, #OPEC decision is a strong indicator of waning US production, resilient global demand, & a balanced market. Consider that historically we should have seen more builds > draws. #energy among top performers YTD & asset managers would be wise to add on weakness. Thank you #OOTT

Follow cracks. Cracks suggest that the sell off was way overdone

TMF, as I go to bed I look at crack spreads. It helps me to sleep comfortably. Consider what it may do for you. Thank you. Goodnight.

TMF, a ruptured pipeline will be fixed with maximum efficiency. Our administration cannot afford to lose barrels from 🇨🇦. Last year was one of the largest year of imports, and my hope is that this rupture will provide an opportunity to increase capacity. Thank you #OOTT #EFT #COM