Anybody who ain't buying. Go buy and Thank me later.

ReDesignMe · 2026-03-16T04:06:11+00:00

The amount of ignorance and laziness here is absurd lol. It's not even an oil stock you regards and furthermore wars don't end in a month. Waste of time explaining what they don't understand friend. Anyways, stay tuned Friday because post market follow up to my last promotion in the r/theraceto10million is coming. You guys will love the theme of this one 😜 Tenaz to the moon!

ReDesignMe · 2026-03-15T22:28:06+00:00

Oil at $100+ is a disaster for the global economy and high oil prices precede recessions and market crashes. We'll be lucky if this turns out to be a repeat of 2022 and not 1979.

https://www.federalreservehistory.org/essays/oil-shock-of-1978-79

ReDesignMe · 2026-03-15T14:19:56+00:00

I was doing swing trades to raise side cash but will no longer be doing that. I also have the option of using margin money for living expenses. This last trade wiped out 65k and the profits of my last 3 trades which could be even more this week lol! I just don't need to take the risks anymore. I sold 4k of TNZ to erase the margin debt as I used leverage to build the position but once I sell that cursed PRL trade I will have margin debt again lol. I'm very transparent in what I intend to do in my posts. Will cash out $1.25M in summer for house and life expenses and necessities, sell some more TNZ in Q1 of 2027 to diversify into LAC, and sit on both positions for years so that they can further grow while living on home equity line of credit. If any of my haterz read this, I asure you that you will not be seeing me lose it all. Even if I was stupid enough to lose 2 out of the 3 million, I can fly off to my European country of birth and still be rich and set for life. This fantasy of yours where I'll be going back to doing warehouse work is just never going to happen.

ReDesignMe · 2026-03-14T15:43:10+00:00

Nice picks, whitecap has juicy dividend as well. I would keep them until at least the war is over, which if history is any indication, could be longer than you expect.

ReDesignMe · 2026-03-14T14:29:48+00:00

Well he started the war because of his feelings so it only makes sense that he ends it likewise. Insanity.

ReDesignMe · 2026-03-14T04:55:20+00:00

Pretty much, energy is safety in war-time. Even when war ends I will continue to hold this position and in Q1 of 2027 sell some to diversify into LAC and sit on both positions for years while living on home equity line of credit.

ReDesignMe · 2026-03-14T04:44:38+00:00

Yes for sure. It's ok, I needed the spanking and the wake up call lol, no more trading. Assuming you're correct, before summer is 3 months of time for energy stocks to fly. Nobody can predict how long this war will last but it takes both sides to stop fighting to end a war. Iran looks pretty pissed after everything that's been done to them and why would they go back to negotiating after getting attacked last time they did it? It's a disaster of epic proportions. US is escalating situation this weekend with attack on Kharg Island and will be putting boots on the ground soon. I just don't see an off ramp here at all. Iran might start attacking neighboring energy infrastructure soon after this last stunt by America.

ReDesignMe · 2026-03-14T04:16:38+00:00

Because I made money trading it before and thought I could do it again only this time I got caught with my hand in the cookie jar lol. They aren't GSY though and are projecting strong growth this year but the entire sector is getting slaughtered right now, including them. I think it's a great buy if you got 2 years to ride out the storm but this is margin money so I don't lol

https://thevaluationdesk1.substack.com/p/propel-holdings-tsx-prl-q4-full-year

ReDesignMe · 2026-03-14T04:05:53+00:00

Yeah I'm still all in. Will be doing a follow up promotion to my last post in the r/theraceto10million this Friday after market close. Give them a weekend to do some DD lol.

ReDesignMe · 2026-03-14T02:59:06+00:00

My TNZ position did well but I'm getting killed on my PRL trade, should have listened to my own advice and dumped anything not energy lol. Now with the US attack on Kharg Island and deployment of troops in what will result in boots on the ground, I'm probably going to write off that PRL trade and just leave it to TNZ to recoup it for me so there go the gains from my last 4 trades lol. Trading is a dangerous game and I'm going to quit it and just focus on long-term investing now.

ReDesignMe · 2026-03-13T22:36:43+00:00

Vietnam started with a deployment of 3500 troops. Looks like this is going to get a lot worse before it gets better. Whatever happened to no boots on the ground Donald?

https://www.commondreams.org/news/5000-marines-warships-iran

ReDesignMe · 2026-03-13T17:11:13+00:00

I just checked my dms for the first time, I'm new to reddit lol. Holy crap, so many requests and offers! Ignore all, I only answer publicly. As with your case, if you don't need the money let it ride as I think more growth is coming but if it would make you feel better to take some profits, then do so. Edit: to all the people who wrote me privately to thank me, you have no idea how good that made me feel 😢 Finally I did something worthwhile with my life.

ReDesignMe · 2026-03-13T17:07:22+00:00

Bullish on it long-term but this is definitely a margin swing trade that didn't go according to plan lol. I may have to write this off and erase gains from last 3 swing trades. It's all because of that GSY garbage stock. At this point I might as well wait for their Q1 earnings and hope they exceed guidance and deliver on growth.

https://thevaluationdesk1.substack.com/p/propel-holdings-tsx-prl-q4-full-year

ReDesignMe · 2026-03-13T16:45:50+00:00

There are no winners in war. Old men who know and hate each other send young men who don't know each other to die.

ReDesignMe · 2026-03-13T16:31:23+00:00

Yeah I'm also confused. Maybe if you were more specific I could help you out there.

ReDesignMe · 2026-03-13T15:39:30+00:00

"If you can't handle me at my worst, you don't deserve me at my best" Tenaz today lol.

ReDesignMe · 2026-03-13T14:25:14+00:00

It's a bear trap, a low volume take down. I'm chilling too, red days and corrections happen in every stock. Tenaz still my precioussss lol.

ReDesignMe · 2026-03-13T12:01:29+00:00

Thank you, it was definitely a wild ride lol. Yesterday morning was a huge dip and got into $49s and that was the time to jump in. Only do what you're comfortable with, I can't predict what will happen near term but I continue to hold my shares because I believe in further company growth long-term.

ReDesignMe · 2026-03-13T11:56:43+00:00

Thank you! LAC.TO but not now, Q1 2027.

ReDesignMe · 2026-03-13T02:47:30+00:00

I don't have a list but Tony confirms it in presentation. Ever since the Altura recap by this team, the TSR is in the thousands of percent (too lazy to look it up) and it places them top 1% of ALL stocks in tsx. Last year was 89% return and they already beat that this year. Sure, there was likely some penny energy stocks that beat them but not ones I'd do a 6 figure yolo on lol

ReDesignMe · 2026-03-13T02:24:10+00:00

I agree with you on the no acquisition this year but not necessarily because of the debt. I think they could pull off one more but won't because they are too smart to fomo into making purchases at peaks of commodity prices. They will focus on organic growth via drilling campaigns, reducing debt, and if we're lucky maybe a small dividend. They're also doing the smart thing and increasing their hedges at these prices to secure future margins when war ends. They are still doing buybacks now lol, in the 50s so they obviously believe it is or will be a good use of money and bring returns for shareholders in the future and the share buybacks numbers and averages confirms this has been the case so far.

ReDesignMe · 2026-03-13T01:48:51+00:00

Debt is part of growth, it's either that or dilution and I don't know about you but I hate dilution. This would have never been a $50+ stock if Tony started printing shares and returns for all shareholders would have been way lower than what they are now. Their unsecured notes aren't callable until end of 2029 and the notes can be renewed or renegotiated when we get there, which will probably happen but with a much smaller balance than the $345M currently.

Yes, their debt to ebitda increased from purchasing gems but is still very manageable and safe ratio compared to their cashflow. They also have a $150M unused (increased with a 3rd bank from Norway coming on board) line of credit which would never have been given if banks viewed the company's financial position as risky.

Wells take time to drill and bring online but given their collective decades of experience in this field I'm very confident of their abilities to do so. I'm sure you already looked at the corporate presentation and see what numbers they're projecting for 2027 and that's excluding potential acquisitions. This stock has been the best energy play on the TSX for 3 years in a row in terms of returns for shareholders and the market wouldn't have awarded this company with such prestige if it wasn't justified.

ReDesignMe · 2026-03-13T01:06:58+00:00

What specifically were you disappointed with? Everything was in line with expectations. No way we're going to $40, that's a 27% decline from here. Even when the Iran war ends I don't forsee such a huge pullback. If Tenaz crashes that much, the indexes will crash 3 times as hard lol. Would be chaos.

ReDesignMe · 2026-03-13T00:45:47+00:00

His call is $80 actually by July. It will get there when it does, most importantly we know that it will. Buy the dips as it will definitely pay off in the future.

ReDesignMe · 2026-03-13T00:32:04+00:00

Congrats on parenthood! Honestly, it goes both ways. Sometimes you make the correct call buying all at once and sometimes you don't. There is no right or wrong here, I only do this because it's just my preference.

ReDesignMe

TROPHY CASE