COMMENT
Largest shareholder of company (~28 million shares). Company entering into the Clearwater oil field. Drilling oil wells are paying out in weeks. Currently trading at ~1.5x cash flow, 46% free cash flow yield ($100 oil). Paying down debt very fast. At 4x trading multiple, stock should be trading at $14 per share.
DON'T BUY
Not a good investment with current management team. Other energy companies available with better opportunities.
BUY ON WEAKNESS
European gas prices presenting large opportunity. 2023 will be trading at ~1.5 cash flow and 44% cash flow yield. Very short reserve life compared to other companies. Better opportunities available for energy investors.
BUY
Bought at $0.18 and sold at $1.32 (currently trading ~$2.00). Lesson in selling too early. Matt Taylor (CFO) is excellent at selling company. Currently trading at 46% free cash flow yield ($100 oil). Should be trading around $4.00 share price ($100 oil). Paying down debt and production hedged.
BUY
Great company that is trading cheap. Currently trading at ~2.1x cash flow & 23% free cash flow yield. Could privatize in ~3.0 years. Own a large position in Clearwater position via Cavalier Energy. Expecting a $50 share price.
BUY
Stock trading at ~2x free cash flow yield & 30% cash flow yield ($100 oil). Increasing dividend and paying down debt. 5x multiple would imply a ~$20 share price. Good company that is presenting great opportunity to buy.
TOP PICK
Best opportunity for oil investors. Currently trading at ~2.8x cash flow and 39% free cash flow yield. Expecting net cash on balance sheet next year (no debt). Starting a 10% share buyback. 30 years of inventory. ~3 years of cash flow can retire all of debt. Investors getting 27 years of dividend for free. Expecting a $44 share price (strip prices).
TOP PICK
Has biggest opportunity in Canadian energy right now (largest misprice). Currently trading at ~2x cash flow and has 30% free cash flow yield ($100 oil). Can privatize in ~2 years with 10 years of inventory. 8 years of free cash flow for free. Excellent management decisions. Expecting share buy backs & $36 share price.
TOP PICK
Currently trading at ~1.5x cash flow & 38% free cash flow yield ($100 oil). Wells are paying out in months with Pipestone property. Bought 500,000 shares yesterday. Current share price presenting amazing value.
BUY

THE HIDDEN ACCUMULATION

After declaring in 2017 that Bitcoin was most likely headed straight for $0, and currently many bankers still criticize the volatility of Bitcoin and crypto-currencies, there is much less vehemence behind the scenes. It is known, for example, that as of June 2021, Morgan Stanley Bank has "officially" begun accumulating Bitcoins.

Moreover, a recent analysis by MacroScope, a specialist in institutional trades, shows that Morgan Stanley has greatly increased, in many of its institutional funds, the number of its BTC holdings (by buying shares of Grayscale BTC). Most of these are relatively large double-digit increases (e.g. +18% for Morgan's Growth Portfolio). Thus demonstrating the appetite and desire of the American bank for this asset, and it is certainly not the only crypto it accumulates.

According to the analysis, we can see that with the frequency and volume of these purchases, the bank could become the main whale (known) of Bitcoin, and very quickly. Indeed, the CPOAX would have recently bought about $71M in BTC (or more than 1600 BTC). We can therefore understand why JP Morgan Bank, "thanks to the influx of liquidity", is very bullish and sees a BTC of $150,000 in the long term

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TOP PICK
Widely discussed on social medias after they announced selling 20% stake in Rosneft and leaving Russia. Brent oil price reached $118 on Friday. JP Morgan says $185 oil in view if Russian supply hit persists. Stockchase research expert Michael O'Reilly reiterated the stock as a TOP PICK last month. Social media mentions are up 703% over the past seven days.