Value Microcaps Junior Energy

[dr_airtime]

GXE.TO Huesos IPO.TO

FYI - I had a big position in GXE. I sold down half and rationalized other positions and have IPO.TO now as my largest single portfolio position.

My portfolio is pretty much all Canadian oil producers too.

Check out the last week of posts on the IPO board over at CEO.CA. I’m now posting there under the handle energyrealist as I lost my old dr_airtime login.

You’ll see my thesis in the most recent posts. IPO.TO is a small producer like GXE.TO (5000 boepd), but I bet IPO.TO is the cheapest oily (>60%) producer on the TSX/Venture. EV/boepd around $C 25,000/boepd at today’s close.

If you click on my id (energyrealist) you’ll see my latest posts on all boards. Most are on IPO.TO recently.

I kept a big slug of GXE.TO (like $C 50,000) cuz the chart looks so damn good!

CEO IPO Board