TRMLF
TOURMALINE OIL CORP
stock OTC

The oil companies I'm watching closely are Vaalco Energy (EGY, West African offshore, will double production by 2030, exploration upside), Vista Energy (VIST, Argentine shale oil, fastest organic growth), Greenfire Resources (GFR, Canadian oil sands with higher cost SAGD production, lowest price of reserves, now under Strathcona management), and Canadian Natural Resources (CNQ, *the* leading Canadian upstream).
With the exception of CNQ, these are all small caps, which is where the best values with most leverage usually hide. I'm playing gold in the same way, with ARMN, CMCL, GAU, and TRX.
US natural gas doesn't offer any attractive small or market cap companies.. On the basis of cost per production and reserves, I'm looking at Tourmaline Oil (TOU.TO, TRMLF, leading Canadian gas producer, well managed, high leverage to new pipelines), Antero Resources (AR, Pennsylvania gas), Range Resources (RRC, West Virginia and Ohio gas), and Gulfport Energy (GPOR, Ohio & Oklahoma gas). Sometimes I consider Expand Energy (EXE, the old Chesapeake Energy), but its still managed by reckless cowboys.

The oil companies I'm watching closely are Vaalco Energy (EGY, West African offshore, will double production by 2030, exploration upside), Vista Energy (VIST, Argentine shale oil, fastest organic growth), Greenfire Resources (GFR, Canadian oil sands with higher cost SAGD production, lowest price of reserves, now under Strathcona management), and Canadian Natural Resources (CNQ, *the* leading Canadian upstream).
With the exception of CNQ, these are all small caps, which is where the best values with most leverage usually hide. I'm playing gold in the same way, with ARMN, CMCL, GAU, and TRX.
US natural gas doesn't offer any attractive small or market cap companies.. On the basis of cost per production and reserves, I'm looking at Tourmaline Oil (TOU.TO, TRMLF, leading Canadian gas producer, well managed, high leverage to new pipelines), Antero Resources (AR, Pennsylvania gas), Range Resources (RRC, West Virginia and Ohio gas), and Gulfport Energy (GPOR, Ohio & Oklahoma gas). Sometimes I consider Expand Energy (EXE, the old Chesapeake Energy), but its still managed by reckless cowboys.