Kevin Graham (@Kevin_AGraham) header
Kevin Graham (@Kevin_AGraham) profile picture

Kevin Graham

@Kevin_AGraham

Good at math. Read a lot. Financial statements tell a story. Novice excel user.

Joined June 2021
  • Tweets10K
  • Following915
  • Followers4K
3.1KMedia
Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)Photo by Kevin Graham (@Kevin_AGraham)
2025 Return = 26.4% 15 Yr CAGR = 19.8% ✅2025 was volatile & bizarre but results were still excellent✅ The future is bright: Our business is booming🚀, just hired our first engineer & an expansion is planned🔥 2026 is shaping up to be the best ever🎆🚀🎇
Image from Kevin Graham (@Kevin_AGraham)
Kevin Graham (@Kevin_AGraham) profile pictureKevin Graham
@Kevin_AGraham1 Jan 2025
2024 return = 34.7% 15 Yr = 19.4% 2024 was the year of the comeback. Largest holdings ($BRK.b, $SU & $PEY) all hit it out of the park🌟 Here's to more growth, learning, and seizing opportunities in 2025!🥂📷 #valueinvesting #COM
Image from Kevin Graham (@Kevin_AGraham)
18
1
68
24,331
Contra AI trade is gunna be 🔥 🔥 🔥
Lawrence McDonald (@Convertbond) profile pictureLawrence McDonald
@ConvertbondNov 5
Dot-Com Crash 2.0 - Intel $INTC 2026: -58% / 24 days vs 1999: -53% / 27 days *Trading days.
1
14
837
8% dividend increase $PEY.TO
Doc Jones Resource Investor (@drjimjonesceo) profile pictureDoc Jones Resource Investor
@drjimjonesceoNov 3
$pey.to Peyto Exploration ceo.ca/@GlobeNewswire/peyto-… # “Peyto Exploration & Development Corp. Announces an 8% Dividend Increase” Beautiful.
Peyto Exploration & Development Corp. Announces an 8% Dividend Increase, by @GlobeNewswire

Peyto Exploration & Development Corp. Announces an 8% Dividend Increase, by @GlobeNewswire

ceo.ca
2
3
71
2,173
CIBC top ideas: our Peyto is in!!
Image from Bullish Trend 🇨🇦 (@trend_bullish)
1
7
77
9,631
Since it's "earnings" season, let's compare the valuation of various 🇨🇦 Nat Gas co's to their "earnings" over the past 12 months. $PEY.TO sells for 12.7x ttm earnings, $BIR.TO for 26x, $AAV.TO for 26.1x, and $TOU.TO for 74.3x. Will Peyto increase the dividend next week?🤠
Image from Kevin Graham (@Kevin_AGraham)
5
1
1
60
5,572
Got the merch ready for the reunion. My original EnCana umbrella is still holding strong. ☂️ #Encana2.0
Image from Kevin Graham (@Kevin_AGraham)
Razor Oil (@RazorOil) profile pictureRazor Oil
@RazorOilOct 26
With Cenovus acquiring MEG Energy and Athabasca while Ovintiv picks up NuVista and Logan, the next step could be the funniest thing ever: the two companies merging to form a new company called Encana.🫥🪒
1
2
51
1,495
Propane up 9.1% week over week for the latest published day of Oct 20. No ethane. Propane+ mooning. Liquids production way up. Q4 NG hedges @ $4.13/Mcf. Opex and interest costs down. Peyto wells are printing. 🍻 $PEY $PEY.TO #COM #OOTT
Image from EnergyInvestor (@EnergyInvest0r)
EnergyInvestor (@EnergyInvest0r) profile pictureEnergyInvestor@EnergyInvest0rOct 15
TX Propane prices absolutely flying, at ~$1.05/gallon last few days. Up 23% vs September, and up 68% vs October 2025. Best $ since 2022. Great news for $PEY, whose propane/butane (and Condy, to a lesser extent) production will be extremely strong in Q4. #COM #OOTT
Image from EnergyInvestor (@EnergyInvest0r)
1
2
1
18
2,441
Kevin Graham retweeted
Nick Leaf (@Derricktgoat) profile picture
Nick Leaf@DerricktgoatOct 20
So, Liberals just found out that high personal income taxes make Canada less competitive. Good thing Carney is a PHD economist or Canadians would never know that high taxes stifle their prosperity.
National Post (@nationalpost) profile pictureNational Post
@nationalpostOct 20
High personal income taxes drag down Canada's tax competitiveness, new study finds nationalpost.com/news/canada…
Image from National Post (@nationalpost)
43
364
12
1,294
12,103
Must read if you’re invested in 🇨🇦 NG This is the info bank analysts never tell you 🤠
EnergyInvestor (@EnergyInvest0r) profile pictureEnergyInvestor@EnergyInvest0rOct 13
On Nov 13, 2024 it was suggested $PEY would struggle to pay down debt + pay its divy + execute its growth plan, & should think about selling (to $TOU) or cut its divy. I disagreed that it needed to do any of those things. 1/x $PEY.TO $TOU.TO #COM #OOTT
1
3
34
4,204
Kevin Graham retweeted
EnergyInvestor (@EnergyInvest0r) profile picture
EnergyInvestor@EnergyInvest0rOct 6
Peyto approximate production numbers are out for the month of September, completing Q3. Overall Q3 YoY production increase: ~+10% Q3 YoY liquids production increase: a range of +23.6% to +32.8% (mid-point of +28.2%). Great (and timely) work! $PEY $PEY.TO #COM #OOTT
2
44
2,177
Kevin Graham retweeted
CANoilandgas (@CANoilandgas) profile picture
CANoilandgas@CANoilandgasSep 21
SB - Individual company winners in the energy space from the Canada Investment Summit’s big tax break announcement $KEL.TO $BTE.TO $SCR.TO $PEY.TO $WCP.TO $TOU.TO $CVE.TO
Image from CANoilandgas (@CANoilandgas)
1
8
1
33
3,472
The MEGA tax deduction will have a large impact on taxable E&Ps in 🇨🇦. Not all will benefit equally. For $PEY.to it will add roughly $70m/yr in additional FCF going forward. That’s $0.34/sh or $0.03/month. I know you’re reading this 😉, so when is the dividend increase? 😊
EnergyInvestor (@EnergyInvest0r) profile pictureEnergyInvestor@EnergyInvest0rSep 17
I wouldn't rely on the precise AI numbers at the bottom, but I would say directionally you're looking at a large 2027 FCF boost, rather than something minor like a percent or two boost. I asked for a table, it got creative with the presentation 😂. $TVE $PEY $CVE #COM #OOTT
Image from EnergyInvestor (@EnergyInvest0r)
2
4
51
5,276
2024 Profit Margins Note the Sales price includes hedging gains. (All numbers in $/mcfe) The most important factor for any business is how much you put in your pocket after ALL costs are paid 2/x
Image from Kevin Graham (@Kevin_AGraham)
1
1
11
798
Regarding “the science,”this is something you all need to know. Most published science is fake or false This is out of Stanford University and the author here John P. A. Ioannidis is one of the most-cited individuals on Earth.
Image from Cassandra Unchained (@michaeljburry)
215
911
105
4,959
300,570
Summer is too short 🍻
Image from Kevin Graham (@Kevin_AGraham)
6
2
37
1,352
Mel Gibson knows 🫡
This Post is from a suspended account. Learn more
13
4,265
Kevin Graham retweeted
Shubham Garg (@WhiteTundraSG) profile picture
Shubham Garg
@WhiteTundraSGSep 11
???
Image from Shubham Garg (@WhiteTundraSG)
Image from Shubham Garg (@WhiteTundraSG)
10
4
1
73
10,660
Somedays I prefer 1 hp to 650 hp
Image from Kevin Graham (@Kevin_AGraham)
4
1
44
1,485
$PEY.TO it’s a go!!
Image from Bullish Trend 🇨🇦 (@trend_bullish)
2
5
42
2,438
Kevin Graham retweeted
Scott Robertson (@sarobertson_) profile picture
Scott Robertson
@sarobertson_Aug 28
Danielle Smith: "For Ontarians and Quebecers to maybe understand why Albertans are so angry, just think about how angry you are right now that Donald Trump is taking an attack on the economy and trying to shut down key industries. Well, that's what Justin Trudeau did to Alberta for 10 years, with the help of Steven Guilbeault and the federal NDP."
1,588
1,947
416
10,625
1,723,200
Last week $PEY.to received approx $5.20/GJ at Cascade, over 4 times higher than AECO Peyto shareholders sleep well at night. No need to pound the tables on westcoast, egress, or a cold winter to rescue them. We just enjoy dividends! Updated chart below 🔥 #powerburn
Image from Kevin Graham (@Kevin_AGraham)
Rock Creek Freak (@rockcreekfreak) profile pictureRock Creek Freak
@rockcreekfreakAug 28
Natural gas price update across North America Via Haywood
Image from Rock Creek Freak (@rockcreekfreak)
3
9
1
70
6,733
Load more