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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
Buy $TNZ.TO and chill 😎
Been waiting some time for these results, with both due in H2 so news imminent and could be huge for $TNZ.TO
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…
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/…
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)
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...👍
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…
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......
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
Templeton Peck retweeted
CIBC increases target price on Tenaz to $90 as part of commodity price deck update
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…
Templeton Peck retweeted
Tenaz Energy Corp. Updated October 2026 Corporate Presentation
static1.squarespace.com/stat…
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...🙄
#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
Was only a matter of time before analysts started quoting the same targets many on here have been focusing on. $100 $TNZ.TO




























