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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Johnny Canuck who wrote (206100)	11/14/2025 10:30:25 AM
From: Salt'n'Peppa	of 206200

Have to agree with your thesis on oil price Johnny. Right now, we have the Trump trade and AI sucking the wind out of the oil sector as almost all money chases tech, both big and small. I increased my Suncor holdings earlier this year and have not regretted it. As mentioned here, they make money at $35 WTI. The 4% dividend is icing. Also own CNQ and XOM. One small LNG player that I have mentioned here before is Golar (GLNG-NYSE). They are a niche player, building and leasing floating LNG ships to target stranded gas. With under $4 billion market cap, they have over $18 billion in guaranteed earnings through 20 year protected lease contracts. They also make over $100 million per $1 LNG spot price over $8. LNG price is currently just over $11/mmBtu. They are looking at adding a new FLNG ship every year or two going forward and have plenty of interest from large players in the space. GLNG ships currently operates in Guyana, Argentina and West Africa. I've owned GLNG since $7 and keep adding small amounts on big dips. It doesn't get much love in the market, but pays a 2.6% dividend while I wait. S&P

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