Investing since the late 90s Small caps investor building wealth through medium & long term investing Sharing wins, mistakes & lessons learned Spurs fan 😬

Joined August 2014
End of Year Review: Month ⬇️1.8% FYTD ⬆️104.6% Only the second negative month of a fantastic year which was my second best % and comfortably best £ performance ever Sold #SEPL Trimmed #TNZ Added #SEA #MKA #ANP $CTH.v Bought #AET ⭐$TNZ.to #AET #JSE 🐕 Everything else! 1/4
Update for Feb: Month ⬆️ 12.9% FYTD ⬆️ 108.3% ⭐#REE $CTH.v $MAI.v $TNZ.to #SEPL #Save 🐕 #JSE Buy #GWMO #PAT #MTL Add #MKA #SEA #SAVE #ACG Trim #TNZ.to #AVAP Holdings & weightings 👇
3
1
22
4,954
Buy $TNZ.TO and chill 😎
European Natural Gas price. 1st of January: $28 Now: $93
1
1
21
904
Been waiting some time for these results, with both due in H2 so news imminent and could be huge for $TNZ.TO
Replying to @otemple79
Great GEMS assets ! Roll on Diamant and N05-A Noord
1
21
976
Templeton Peck retweeted
European gas prices hit their highest since December 2022 as Dutch TTF jumped 3% to $103.40/MWh, over $30/MMBtu. Middle East escalation keeps Qatari LNG off the market while EU storage sits at just 75% full. #NaturalGas #TTF #LNG #Europe oilprice.com/Latest-Energy-N…
1
11
2
32
4,047
We need growth and that will only come when we have a government who have a vision and strategy to achieve it We currently have a government focused on making tax payers subsidise bus fares & fining people for not using headphones Embarrassing
Very striking plunge in UK consumer confidence: biggest single-month drop since Covid April 2020. Usually a drop this steep is event-driven (saw a similar slump around Brexit) whereas it's harder to pin this on anything more specific than rising costs. bloomberg.com/news/articles/…
1
4
599
$TNZ.TO Vs TTF over 6 months 🤣 $TNZ.TO will be making huge profits on their unhedged gas and at the same time now securing high price hedges for future years. I'm amazed it's lagged just as the forward curve really starts to move up Drilling results soon too 😎
1
2
2
46
2,091
TTF looks like it will get to $100 even without an unusually cold winter. If a cold one does happen, then surely we're looking at a big spike and a significant long term repricing of risk $TNZ.TO continues to be perfectly placed to benefit
Europe Gas Prices Risk Topping €100 Europe's gas storage-to-demand cushion has hit crisis levels, even after a 14% cut to winter demand since 2021/22. BI's base case points to storage falling to 23% by the end of March, though a cold winter could push stocks down to an unprecedented 12% and drive TTF above €100/MWh, especially if Middle East conflicts escalate. (Bloomberg)
1
15
713
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.
6
2
36
1,598
Sold some #AET today at 75p to buy a short term trades in #TGA which should do well with current pricing environment and also to add to my existing #SEA and #MKA positions where I hope there will be major developments shortly.....🤞
1
1
19
1,834
Good to see the PSC extension being talked about outside of investor presentations. This will be a very significant addition and they've been working on it all year so hopefully news soon, just in time for the farm out in this quarter #SEA $SEA.l Seascape upstreamonline.com/field-dev…
1
9
674
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......
2
3
41
1,819
Templeton Peck retweeted
#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
1
26
1
175
3,858
Templeton Peck retweeted
CIBC increases target price on Tenaz to $90 as part of commodity price deck update
1
10
2
71
2,776
Templeton Peck retweeted
Hypromag Germany selected as one of EU Commission's 46 strategic projects. Announced today. #MKA building to a crescendo... single-market-economy.ec.eur…
4
12
3
45
3,073
Templeton Peck retweeted
#ENQ update. looks good , easy one this stay long above 65ema , price has respected this from Jan 26! also higher lows since July - think ill take some myself!! targets 31-33-37p
4
1
13
3,516
Tenaz Energy has incredible after tax FCF margins at current spot prices. This means that inflation will hurt them the least.
1
1
11
766
Templeton Peck retweeted
Tenaz Energy Corp. Updated October 2026 Corporate Presentation static1.squarespace.com/stat…
2
7
2
53
4,445
Half year update: Month: -1.4% FYTD: 10.4% Not made many changes to holdings and nothing dramatic happened In isolation, half year % looks great but disappointed to be lagging wider market by some distance Am amazed an oil heavy portfolio is underperforming given Iran...🙄
August Update: ⬆️8.6% Month ⬆️11.6% FYTD ⭐ $TNZ.TO #SEA #AET #GWMO #MTL 🐕None Month by month performance tracker & weightings (1%+) ⤵️ $TNZ.to #SEA #MKA #ANP #AET $CTH.NE #ENQ #SAVE #ACG #GWMO
8
565
#SEA results today. Interesting part is the catalyst runway: Next 3 months: • Additional Temaris acreage • Temaris farm-out • DEWA sanction • Kertang rig award Next 9 months: • Drilling commences on the huge Kertang drill ~summer 2027 Yet EV still only ~£60m
2
10
699
Really sad that James Menzies has had to step aside for health reasons. He's a top guy and I wish he could be here for the ride but wish him all the best with his far more important recovery 🙏❤️
7
197
Was only a matter of time before analysts started quoting the same targets many on here have been focusing on. $100 $TNZ.TO
National Bank increases target price on Tenaz to $100 as part of commodity price deck update
14
884