Canadian regard reaches enlightenment, cashes out a milly and diversifies into a 2 stock portfolio. TNZ and LAC (on margin lol)

Hit right arrow for more details. Link to first post: Good news everyone! I'm still in the game after surviving Trumps market manipulation of the energy markets in the summer. It was a relentless news cycle barrage of a 100 peace deals like nobody's ever seen before which tanked my position from $68 to $45 per share. This resulted in a down swing of $874K CAD pesos but I didn't panic sell and didn't lose a minute of sleep over it because I knew that the best energy stock on the TSX for the past 3 years wouldn't stay down for long. Vindication has arrived for me but not for the regards taunting me with their $30 targets in the summer as it currently sits in the $70s and sometime next year will join the triple digit club, now that's what you call diamond hands. 💎🙌 I also refused to believe based on Trumps character and past that he would actually honor the MOU after signing it because of how tilted and favorable the agreement was towards Iran. It was basically a humiliating surrender document and admitting defeat isn't exactly what he's known for as the man is still contesting results of the 2020 elections that he totally didn't lose. The war ended and peace began only in his mind and of those who ran with the story as it was never real to begin with. My exit strategy is to sell half of TNZ position towards the end of 2027 for the following reasons: I want to profit from the organic growth the company is currently executing through the drilling and work over program which will increase production by 50%. I also can't ignore this teams track record and realize that another non dilutive acquisition could be announced any day that will greatly enrich shareholders once again. Lastly, because of the company's success it is a massive buyout target and a large premium offer could be around the corner so I will continue to hold my position especially since energy is safety and leveraged gains in war-time. Please don't tell me to sell everything now and go into ETFs like last time because I will just laugh at you. That's going nowhere in a world where oil is $104 and the 10y is 5% and the FED is hiking rates. I'm here to make money, not lose it. In 2028, I will have 19k shares remaining and plan to repeat the same playbook which is to sell half and let the rest of it ride until Tenaz story finishes. This will happen either through a corporate merger buyout or the achievement of its top future production targets and share price in both of these scenarios is well north of $100. My LAC position is currently underwater but I hold it with confidence and expect to profit $1M+ on it within the next 36 months as they transition from construction phase to start of revenues via lithium mining . It is possible that I double down on the bet next year as I believe that alternative energy will be next to boom, especially green energy, after Trump causes an energy crisis worse than 1979 which hands Democrats the next election. Not financial advice, do your own DD.

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