$MARI.TO. Great project. But still too expensive trading about NAV. District scale expansion is definitely possible, but priced as a shoe-in. Need more margin of safety

$GRO Hormuz disruption shows need for a domestic supply chain for Brazil. This is going to be a mine and/or acquired by a major. Double -digits soon 🚀🚀🚀

This time the S&P is starting from the most overvalued in history with a budding credit crises and an oil disruption magnitudes of order larger. Good time to have short $QQQ hedges

$SOC no movement on expected filing - very low probability they can stop oil flowing. Next news is sales now at sharply higher oil prices and low-cost gov't loan that reflexively reduces dilution. Shorts will cover and drive stock up. Strategic national security.

$GRO Social license further confirmed in already permitted project. Every day Hormuz closed demonstrates greater need for a domestic supply chain. So obviously becoming a mine yet still trading like a long shot. Could double fast on its way back to $15 🚀🚀🚀

$RECO.V $RECAF Do you like to make money fast? Well results imminent. Hormuz indicates need for new large projects. Namibia land package is ENORMOUS. No guarantee on results, but market now likely to fully reward progress. 2-3x potential in very short term. 5-10x long-term

$TAO.V $TAOIF Western Egypt exploreco with very large land package. CEO w/multiple exits including 18x in Rally Energy in 2000s. Higher risk, but enormous upside. Market is mispricing technical risk of well tests and project size potential. Can go back to $0.75+

$SOC Meaningful news. Chevron's involvement makes shutting down oil very unlikely as it would disrupt refining and directly raise local gas prices. Also set's up Chevron as a buyer of the project at 2x+ current price. Once again, shorting is suicidal. bloomberg.com/news/articles/…

$SOC DPA will not be overturned. Strategic National Importance

$SOC ruling - "no evidence to support a showing of irreparable prejudice". Market underestimating this nuance

LOL

$RECO.V $RECAF +8%. Kavanga has 17% more pay. 6 targets. $SLB and $HAL at the helm. Obviously high upcoming vol on well test. But looking at 5-10x upside if successful. Current risk-adjusted option fair value today is $2-2.50.

$QQQ Chart looking U-G-L-Y. Market has under-reacted to grave seriousness of oil shock. Very similar to how it initially shrugged off COVID. Every day the Strait is closed selling will accelerate. Good time to be hedged.

$SOC +8.5% pre-market. SHORTS COVER NOW! Like it or not, reality is world has changed from NetZero to STRATEGIC NATIONAL IMPORTANCE. One of the most reflexive names in oil. True tier 1 asset. Huge exploration upside not yet baked into valuations or targets.

$AXL.V Consistent under appreciated #oil production growth. 3X EPS. 1x 1P, 0.5x 2P, 0.3x 3P with P's going up. Net cash. High ROEs. Yeah its Columbia, but peers trade much higher. No brainer.

$CEI.V $CEIEF new 52-week high. A sharp catch-up move to rest of small-cap #oilstocks may be imminent. Could double and still be quite cheap.

x.com/i/article/2041…

$DR0.F NOT TOO LATE! Huge run has been driven by $AII stake (Tungsten), now mostly monetized at top. Core #oil business has consistent production growth and high ROEs. 3x EBITDA. 7x EPS. Elite capital allocators now with huge cash stake.

$SOC Rob Bonta and California not seeing the bigger picture. Efforts to stop flow of oil will not be successful. STRATEGIC NATIONAL IMPORTANCE! 3x+ Upside. Shorting in a fourth turning world is suicidal

$RECO.V $RECAF Subtle improvements in 4Q release. 420M now being tested (up from 345M) - very large test coverage. Timeline defined. Appraisal well already planned. Market is underestimating upside success case. Fair value today $2. Multiples of that if well tests positive.