Buy VAL by Jun 27, 2026.

Hello my fellow situation-monitoring enthusiasts, Throughout 2025, I went balls deep on oil and gas, both producers and oilfield services. I started buying in Q1 and despite a minor implosion following liberation day, I kept accumulating, eventually I ended up being all-in but as the share prices continued to fall, I bought more using margin, bringing my account at the start of 2026, to 130% long O&G. My original thesis was pretty simple, it basically boiled down to two things: …