My Biggest Position. EV/Cash Flow of 2x, with an Expected 100-200% Return on At-Risk Capital - Lycos Energy Inc.

LCX.V: Canadian heavy-oil microcap trading at 38% of intrinsic value. C$0.90/share (60% of stock price) ROC distribution Nov 28 to Nov 20 record holders. Post-distribution stub at C$31.5M market cap retains 1,700 bbl/d Mannville production worth C$76.5M + C$65M NOLs. Management selling assets, likely full wind-up. 1-2x upside.