https://xitter.cf/t.co/25ghIXRNX4 https://xitter.cf/t.co/1sbKcwSk1m $TNZ.TO $VFF #SEA Mercados e inversión. Opinión, comentario y sátira.

Andorra
Joined February 2019
Nailed it again in 2024 in good part thanks to $TNZ.TO swift execution. Up 186% YTD and still wouldn’t know how to run an Excel sheet 😅. HAPPY NEW YEAR ALL, let’s see what 2025 brings, prolly more outperformance from Tenaz is the #1 bet !
2023 a Year to remember ! Up 206% No excels no NAV no DCF, just surfing event driven alpha. Let’s see what 2024 brings!
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Ouch ! $GLAS 📉🤦🏻‍♂️
🧵 $GLAS vs. $VFF : The anatomy of a narrative-driven bubble. Cannabis Twitter is crawling with armchair experts chasing hype and narratives, with little understanding of business fundamentals or the regulatory landscape. This is a textbook example.
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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
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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...👍
Temaris Area Extension! Let’s GO! Full PR and short presentation on our website.
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#SEA Let’s goooo !!!
Temaris Area Extension! Let’s GO! Full PR and short presentation on our website.
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🪄 𝗛𝗮𝗿𝗿𝘆 𝗣𝗼𝘁𝘁𝗲𝗿 𝘆 𝗲𝗹 𝗺𝗶𝘀𝘁𝗲𝗿𝗶𝗼 𝗱𝗲 𝗹𝗼𝘀 𝗺𝘂́𝗹𝘁𝗶𝗽𝗹𝗼𝘀 𝗲𝗻𝗰𝗮𝗻𝘁𝗮𝗱𝗼𝘀 TTF a 45 €: $TNZ.TO no estaba cara. TTF a 87 €: acción casi plana y ahora está carísima. Nuestro Pitagorín nos lo explica 5 meses después. Disfruten el espectáculo! 🍿
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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......
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#SEA Discerning O&G investors should take a hard look at this little-known gem on UK’s AIM. Seascape has been a stellar performer since the Longboat days, but plenty of upside remains as Temaris is further de-risked and giant Kertang gets drilled (10% fully carried) this Summer.
Its been a minute! Interims 2026 webcast now on our YouTube channel - short-and-long form depending on your interest/patience levels!! Thank you to @ITOLDYA6 for the nudge to get back posting on X! youtube.com/@SEAPLC
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🧵 $GLAS vs. $VFF : The anatomy of a narrative-driven bubble. Cannabis Twitter is crawling with armchair experts chasing hype and narratives, with little understanding of business fundamentals or the regulatory landscape. This is a textbook example.
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7/10 While @AlderLaneEggs sneered at Canada as “Arctic Mexico,” $VFF was quietly building an international cannabis moat: low-cost production, established export channels and growing overseas sales. $GLAS was selling the dream. $VFF was building the business.
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Reality caught up. From $13 $GLAS fell to $4.26 (-67%). Even after the collapse, the valuation gap remains hard to justify: 376M vs. just 325M $VFF In cannabis, beware the armchair experts and endless hype. X pumps don’t pay the bills. Cash flow does.
🤖 Made with AI
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Some nice Tenaz $TNZ.TO porn :
Let's summarize why I want TTF gas:🤓 - TTF gas inventory at decade lows - U.S. LNG capacity maxed out - drought reduces LNG flows from canals - LNG cannot use STS transfers in Hormuz - diesel ban coming so oil to TTF gas switching - winter is coming - Qatar LNG force majeur - fair price Henry Hub is higher - coal switch not working due to Mongolian fuel shortage - data center energy demand boosts electricity - Russian refineries producing gas byproduct disabled - refinery shortage boosts diesel price leading to TTF gas rise - Norway gas pipeline restrictions until Feb 2027
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(Desh) @azvalor
Azvalor: 10 años creando valor Fundada en 2015, la gestora celebra 10 años como referente del "value investing" Su Método Azvalor combina análisis riguroso, excelencia, transparencia y el compromiso de sus equipos (Skin in the Game) para ofrecer buena rentabilidad a largo plazo
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