Sell the company @PhilHodgePNE. Your value proposition/thesis for PNE -it's long term call on NG isn't valid. No point in any conviction to it.
$pne.to #com
Though the focus is on NG, Peyto has lots of unhedged ~WTI linked liquids vols to hedge here for the 2026. Can easily 2x the hedges for Q2 to Q4, ensuring even higher guaranteed IP profitability on 2H 2025 and 2026 wells. Deck IRRs assume $60WTI. 🍻
$PEY $PEY.TO #COM#OOTTe
As African founders building on .com.ng, we already fight infrastructure challenges.
We shouldn’t also fight automated systems that label our domains as unsafe without context.
Tech is global. Trust models should reflect that.
#LEGACYbyGabriel#Legacy#com#ng
With Peyto continuing to grind down costs, here is the flip-side.
During Q4 NG price spike, PEY locked down the last of its Henry Hub exposure for Q1, Q2 & Q3, and reduced some Q4 as well, at much higher prices than current.
$PEY $PEY.TO #COM#OOTT
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Substantial cooler trends on the latest EPS Weekly across the CONUS.
If you watched our video earlier this week, we talked about the risk for more sustained cold the second half of January.
Plenty of high-latitude blocking to go around on this run.
Some key energy updates in the coming days/weeks... sign up for our Energy Commodity Reports here: bamwx.com/register/energ…