comox99's profile picture. Retired, stock-trading, prairie boy.  Proponent of common sense and believer in freedom.  The biggest threat to my financial health is . . . Ottawa.

kmac

@comox99

Retired, stock-trading, prairie boy. Proponent of common sense and believer in freedom. The biggest threat to my financial health is . . . Ottawa.

kmac reposted

Asked Gemini to put together the 2026 FCF/EV and 2026 growth % for the following names at strip. $TVE $SU $ARX $CVE $PEY $CNQ $HWX $TOU $ATH

AssetTraveller's tweet image. Asked Gemini to put together the 2026 FCF/EV and 2026 growth % for the following names at strip.

$TVE $SU $ARX $CVE $PEY $CNQ $HWX $TOU $ATH

kmac reposted

In February 2025, Ivanhoe Mines released a study on the robust economics of the tier-one Platreef Mine, outlining our path to making it one of the largest producers of precious metals... Today, the prices for platinum, palladium, rhodium, and gold are up almost 90% from those…

robert_ivanhoe's tweet image. In February 2025, Ivanhoe Mines released a study on the robust economics of the tier-one Platreef Mine, outlining our path to making it one of the largest producers of precious metals... Today, the prices for platinum, palladium, rhodium, and gold are up almost 90% from those…

kmac reposted

Goldman Sachs clients are the most bearish on oil in roughly a decade. Futures positioning confirms this pessimism, sitting near one of the most negative extremes on record. Meanwhile: Oil rig counts have been in sustained decline for nearly three years, as WTI prices are also…

TaviCosta's tweet image. Goldman Sachs clients are the most bearish on oil in roughly a decade.

Futures positioning confirms this pessimism, sitting near one of the most negative extremes on record.

Meanwhile:

Oil rig counts have been in sustained decline for nearly three years, as WTI prices are also…

kmac reposted

The Aussie dollar is close to triggering a massive long-term bullish breakout. This could be a positive leading signal for commodities in general, especially one of the most underrated right now: oil.

i3_invest's tweet image. The Aussie dollar is close to triggering a massive long-term bullish breakout.

This could be a positive leading signal for commodities in general, especially one of the most underrated right now: oil.

kmac reposted

One scary chart.

The Canadian Oil & Gas equity Index decoupled from Crude Oil prices in late 2024ish. They also outperformed Global Oil & Gas stocks - the light blue line. It will be interesting to see how the market prices in the threat of new heavy crude oil supply, or not.

RichardDias_CFA's tweet image. The Canadian Oil & Gas equity Index decoupled from Crude Oil prices in late 2024ish. They also outperformed Global Oil & Gas stocks - the light blue line. It will be interesting to see how the market prices in the threat of new heavy crude oil supply, or not.


kmac reposted

Athabasca starting to get oversold, I think around this green line it will find strong support, if it falls to there and is oversold, strong buy imo. $ATH @RazorOil

AssetTraveller's tweet image. Athabasca starting to get oversold, I think around this green line it will find strong support, if it falls to there and is oversold, strong buy imo.  $ATH @RazorOil

kmac reposted

"Let me get straight to the point: there’s only one reason I’m interested in silver. I’m not interested in silver as money—it’s inferior to gold. I’m not interested in its industrial applications either. I’m interested in silver for one reason only: it’s prone to explosive,…


kmac reposted

$ARX.TO at key support. If we fail here, $21.80 is in play... Imagine the downtrend continues and someday in 2026 it get's bought with 30% premium at $27...😢😵‍💫#oott #eft #com

BB19043's tweet image. $ARX.TO at key support. If we fail here, $21.80 is in play... Imagine the downtrend continues and someday in 2026 it get's bought with 30% premium at $27...😢😵‍💫#oott #eft #com

kmac reposted

Oil - Sooner or later this dog will have it's day. Just observe the chart for timing 👇

NorthstarCharts's tweet image. Oil - Sooner or later this dog will have it's day. Just observe the chart for timing 👇

kmac reposted

When everyone is looking down, it pays to look up

Oil at 20-year lows in real terms, yet people call for $30–50 glut bear scenarios. Downside: maybe -5–10%. Upside: 2–3× to the upper range? That’s asymmetric risk/reward — and I like that trade.

Peter_Lukacs_R's tweet image. Oil at 20-year lows in real terms, yet people call for $30–50 glut bear scenarios.

Downside: maybe -5–10%. Upside: 2–3× to the upper range?

That’s asymmetric risk/reward — and I like that trade.


kmac reposted

This. ✅🫡🪒

I work in a very specialized part of the Venezuelan oil industry. Their crude is all extremely sour and at the best has to run in refineries built to handle it and sometimes even then needs light cutter stock purchased from the Middle East. I’ve been in oil all my life and I…



Big cow moose in CGY ravine.

comox99's tweet image. Big cow moose in CGY ravine.

kmac reposted

2026 Themes Bullish Copper 📈

CEOTechnician's tweet image. 2026 Themes

Bullish Copper 📈

kmac reposted

Fantastic chart. ~ {Uranium/Gold} Ratio at historic extreme. Precious metals (Silver) have had the spotlight in 2025, but the uranium sector looks poised to be the next big mover in 2026. $SMR $OKLO $CCJ $UEC $DNN $URA $UUUU $UEC $NXE #uranium #gold #silver #platinum #palladium

EdwardGofsky's tweet image. Fantastic chart. ~ {Uranium/Gold} Ratio at historic extreme. Precious metals (Silver) have had the spotlight in 2025, but the uranium sector looks poised to be the next big mover in 2026. $SMR $OKLO $CCJ $UEC $DNN $URA $UUUU $UEC $NXE #uranium #gold #silver #platinum #palladium

kmac reposted

URNM bull flag breakout! Time for uranium miners to take another turn!

ThHappyHawaiian's tweet image. URNM bull flag breakout! Time for uranium miners to take another turn!

kmac reposted

#Uranium "Livermore Accumulation Cylinder"

Digger_Vern's tweet image. #Uranium "Livermore Accumulation Cylinder"

kmac reposted

$T Telus Tax loss selling complete and up another 1.23% today Looking forward to next week and seeing if the stock continues to rise and dividend percentage will decrease to the 8% level as a start 🤣

VanIsleInvestor's tweet image. $T Telus 

Tax loss selling complete and up another 1.23% today

Looking forward to next week and seeing if the stock continues to rise and dividend percentage will decrease to the 8% level as a start 🤣

kmac reposted

RBE’s Top Commodity Themes for 2026: Just getting started: • Fertilizers • Nickel Already moving: • Copper • Lithium If you’re hunting outperformance in 2026, it’s going to be hard to beat these four.


kmac reposted

$DJIA : $SPX Crash Indicator: This ratio was the 2000 crash canary as shown on the chart. When the ratio hit lower lows, bottomed, and turned up while SPX hit new ATHs, it was the imminent tell. We're in the exact same spot right now. Will history repeat, rhyme, or be ignored?

GregorianCharts's tweet image. $DJIA : $SPX Crash Indicator: This ratio was the 2000 crash canary as shown on the chart. When the ratio hit lower lows, bottomed, and turned up while SPX hit new ATHs, it was the imminent tell. We're in the exact same spot right now. Will history repeat, rhyme, or be ignored?

kmac reposted

Gold's 6-week rising wedge broke down, which is a requirement for the next leg up. Support is broken triggering a shakeout. I doubt gold sits here for too long. This breakdown, in my opinion, going to turn out to be a false one and rip higher...

hajiyev_rashad's tweet image. Gold's 6-week rising wedge broke down, which is a requirement for the next leg up. Support is broken triggering a shakeout. I doubt gold sits here for too long. This breakdown, in my opinion, going to turn out to be a false one and rip higher...

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