Value Microcaps Junior Energy

[dr_airtime]

Update! and some recommendations

I’ve guided the combined portfolio of myself and my partner into millionaire status thanks to going all-in oily producers since September 2020 (plus one miner)! Whoo hoo!

All this years of early morning PST market wake ups and patience paid off in a very short time frame!

A couple notes:
- check out HME.V Hemisphere Energy for a little known Alberta oily producer

- have a big position in TAL.V which is drilling Mart Resources-style wells (9000 boepd) into their Bretana Peru Amazon Basin field. Only problem is getting oil to market. Added more on last selloff at 0.30 and would love a triple on that. Will sell on big move as shipping oil on the Peruvian Amazon-to-Coast pipeline is a nightmare. Will always be undervalued but can produce up to 30,000 boepd in 2023!

- still holding IPO.TO as a smaller Alberta Producer still trading at 2022 2.5X EV/FFO at $70 WTI. Another big position.

- rationalized more capital into FEC.TO today. Not really any downside and is about to report results on KAWA-1 offshore well in Guyana in next couple weeks. FEC.TO owns more than 80% of OYL.V who is drilling the well. 35,000 boepd Colombia producer, formerly part of Paific Rubiales


I’ll post my thoughts on GASX.V and HME.V seperately.