Frontera Energy $FEC.TO $FECCF just filed their Q4 results and I believe they will sell the remaining infrastructure asset, likely within the next 6-12 months Back in 2015, their majority owner, the Catalyst Group just raised money for their latest fund, Fund V. Usually these distressed debt funds have a lifespan of ten years before they aim to return the assets to their shareholders. More than ten years have passed now since the inception of their fund. I think they’re trying to cash out the assets where they can. Frontera being one of them. They have tried to sell the company as a conglomerate back in 2023 and did not succeed. Further they initiated strategic alternatives for the Infrastructure asset in 2024. Why I Think This Happens in the Next 9–12 Months - Instead of spinning off the infrastructure business, they sold the E&P asset to Parex - Just Filed Q4 2025 results without an earnings call. They have always held one. - In 2024 they put out a press release with EBITDA guidance for their LNG project. This year? No press release for their Regasification project with Ecopetrol. Let alone EBITDA guidance. - Ecopetrol issued their own press release on the same project: "Ecopetrol successfully closes the submission of binding offers in the process of marketing imported natural gas through Puerto Bahía for 2026" — Frontera gave it two paragraphs buried in their Q4 results The language gap is telling. Ecopetrol: "up to 370 GBTUD over a seven-year period." Frontera: "Initial 126 MMcfd, increasing to at least 300 MMcfd by 2029" - Frontera buries the take-or-pay in their MD&A with "subject to certain conditions precedent" - Frontera calls it a "Potential LNG Regasification Project with Significant Growth Opportunities" in their headline of their Q4 results. “Potential”, on a signed take-or-pay deal. That sounds like downplaying. Overall, all this actions, to me, read like a company that does not plan to be public much longer. I actually believe they may already have a buyer. Macquarie already owns the debt of the ODL pipeline. The cash sweep agreement means they’re already getting paid. They would naturally be the most aligned buyer if the cash sweep goes back to their own pockets. It would also fit, given the fact they just raised US$8 billion. Other usual suspects would be infrastructure funds like Brookfield that have been investing into Colombia recently. Notably, SierraCol was recently sold to Philippine's Prime Infrastructure. Disc: Not investment advice, I may be wrong do your own DD, I own shares of Frontera Energy.

Earnings Wed BMO Jabil Circuit $JBL Williams-Sonoma $WSM Macy’s $M General Mills $GIS Weibo $WB Lithium Americas $LAR Frontera Energy $FECCF $OEZVY $HTHT $SAIL $BGSI $XOMA $OSS $UCL $MOMO $YB

📅 Monday, Feb 09, 2026 | ☕ Morning Briefing 🕒 All times in ET ⸻ 🔎 Daily Overview: New trading week kicks off after a volatile rebound into the close last week. Focus shifts to earnings-heavy tape, post–Super Bowl sector reactions, and positioning in crypto-linked equities. With key macro data later in the week, today is about stock-specific moves, volatility pockets, and flow-driven setups. ⸻ 📊 Economic Data / Macro: • No market-moving top-tier data scheduled ⸻ 💰 Earnings Pre-Market: • $CLF Cleveland-Cliffs – 6:00 AM • $CNA CNA Financial – 6:00 AM • $EPC Edgewell Personal Care – 6:00 AM • $L Loews – 6:00 AM • $APO Apollo Global Management – 6:30 AM • $DT Dynatrace – 6:30 AM • $BDX Becton, Dickinson – 6:30 AM • $SBH Sally Beauty – 6:45 AM • $MNDY monday – 7:00 AM • $HAIN Hain Celestial – 7:00 AM • $AIOT Powerfleet – 7:00 AM • $PGY Pagaya – 7:05 AM • $POWW AMMO – 7:05 AM • $AVXL Anavex Life Sciences – 7:30 AM • $MPAA Motorcar Parts of America – 8:00 AM • $ALX Alexander’s – 9:15 AM • $KD Kyndryl – Before Open • $UVV Universal Corp – Before Open • $JRSH Jerash Holdings – Before Open • $NOTV Inotiv – Before Open • $SOHU Sohu – 1:00 AM ⸻ 💰 Earnings After-Market: • $ON onsemi – After Close • $AMKR Amkor Technology – 4:00 PM • $PNNT PennantPark Investment – 4:05 PM • $PFLT PennantPark Floating Rate – 4:05 PM • $ACGL Arch Capital – 4:05 PM • $CHGG Chegg – 4:05 PM • $CINF Cincinnati Financial – 4:05 PM • $GTM ZoomInfo – 4:05 PM • $MEDP Medpace – 4:15 PM • $UPWK Upwork – 4:15 PM • $UDR UDR – 4:15 PM • $SSD Simpson Manufacturing – 4:15 PM • $GT Goodyear Tire – 4:30 PM • $SVM Silvercorp Metals – 6:35 PM • $ACM AECOM – After Close ⸻ 📈 Trading & Positioning: • Volatility watch: $APP, $BE • RSI overbought: $TCGL, $PKST, $FECCF • RSI oversold: $YEXT, $GRND, $PYPL • Crypto beta volatility: $MSTR, $MARA, $RIOT, $HUT ⸻ 📅 Events / Other: • Dividends watch (ex-date upcoming): AAPL, LVS, IBM, LLY • All day: BDX spin-off and merger with WAT effective after close • All day: Super Bowl aftermath – sports betting focus on $DKNG, $FLUT ⸻ 📌 What matters today? Earnings reactions and post-event sector moves dominate. Watch whether last week’s rebound holds through single-name volatility, especially in tech, crypto-linked stocks, and consumer-sensitive names.

📊 WHAT MATTERS IN THE COMING WEEK | Events & Catalysts (Feb 9–13, 2026) 🕒 All times in ET Focus is on key U.S. macro data (Retail Sales, labor market, CPI), a dense earnings slate across tech, consumer and industrials, plus multiple investor events and conferences. Options markets are pricing elevated volatility in several names. ⸻ 📅 Monday, Feb 9 • Volatility watch: $APP, $BE • RSI Overbought: $TCGL, $PKST, $FECCF • RSI Oversold: $YEXT, $GRND, $PYPL • Crypto volatility: $MSTR, $MARA, $RIOT, $HUT • Earnings: $APO, $ON, $L • IPO watch: $AGBK, $APC, $CLRS • Lock-up expiry: $BLSH, $NSRX, $MAGH • Dividend watch (upcoming ex-dates): $AAPL, $LVS, $IBM, $LLY • All day: Spin-off of $BDX and merger with $WAT effective after market close • All day: Sports betting watch post–Super Bowl — $DKNG, $FLUT ⸻ 📅 Tuesday, Feb 10 • Earnings: $KO, $GILD, $SPGI, $BP, $MAR, $NET, $LYFT, $F • Options market: Double-digit moves expected in $ALAB, $HOOD • All day: $PCAR Analyst Day • All day: CoinDesk Consensus Hong Kong (start, multi-day) • All day: EIA releases Short-Term Energy Outlook • 8:00 am: $BAC CEO speaks at the BofA Securities Financial Services Conference • 8:15 am: $CRMD Investor Day (NYC) • 8:30 am: 🇺🇸 U.S. Retail Sales (MoM, Dec) • 8:50 am: $WFC CFO speaks at the UBS Financial Services Conference ⸻ 📅 Wednesday, Feb 11 • 🇯🇵 Japan: National Foundation Day (holiday) • Earnings: CSCO, MCD, TMUS, SHOP, APP, HLT, KHC • Options market: Double-digit moves expected in VRT, QS • All day: FDX Investor Day • All day: ATD 2026 strategy update • All day: New York Fashion Week begins • 8:30 am: 🇺🇸 Average Hourly Earnings (MoM, Jan) • 8:30 am: 🇺🇸 Nonfarm Payrolls (Jan) • 8:30 am: 🇺🇸 Unemployment Rate (Jan) • 10:30 am: 🇺🇸 Crude Oil Inventories • 1:00 pm: 🇺🇸 10-Year Note Auction • Postmarket: MCD earnings call ⸻ 📅 Thursday, Feb 12 • 3:00 am: 🇬🇧 UK GDP (YoY/QoQ Q4 & MoM Dec) • 8:30 am: 🇺🇸 Initial Jobless Claims • 11:00 am: 🇺🇸 Existing Home Sales (Jan) • 2:01 pm: 🇺🇸 30-Year Bond Auction • Earnings: AMAT, ANET, BUD, COIN, EXPE, WYNN, ABNB • Options market: Double-digit moves expected in PINS, TWLO, RIVN • M&A / corporate actions: Shareholder votes BHF, RYI/$ZEUS, IBM/$CFLT • All day: DDOG Investor Day • All day: Fed speakers (Logan, Miran) • All day: IEA Oil Market Report ⸻ 📅 Friday, Feb 13 • Earnings: ENB, MRNA • All day: New York Toy Fair (start, weekend) • All day: One-year anniversary of the SAIL IPO • 8:30 am: 🇺🇸 CPI (MoM, YoY Jan) • 8:30 am: 🇺🇸 Core CPI (MoM, Jan) ⸻ 📌 Conclusion: A classic high-impact week: U.S. consumer and labor data as key macro drivers, CPI shaping the rates narrative, and an exceptionally dense earnings calendar led by tech, platform and industrial names. Volatility is likely to concentrate mid-week and on Thursday.

📊 WAS DIE KOMMENDE WOCHE WICHTIG WIRD | Events & Katalysatoren (09.–13. Februar 2026) 🕒 Alle Zeiten in MEZ Der Fokus liegt auf US-Makrodaten (Retail Sales, Arbeitsmarkt, CPI), einer dichten Earnings-Woche mit Tech-, Konsum- und Industrie-Schwergewichten sowie mehreren Investoren- und Konferenz-Events. Optionsmärkte preisen teils deutliche Bewegungen ein. ⸻ 📅 Montag, 09.02. • Volatilitäts-Watch: $APP, $BE • RSI Overbought: $TCGL, $PKST, $FECCF • RSI Oversold: $YEXT, $GRND, $PYPL • Krypto-Volatilität: $MSTR, $MARA, $RIOT, $HUT • Earnings: $APO, $ON, $L • IPO-Watch: $AGBK, $APC, $CLRS • Lock-up Expiry: $BLSH, $NSRX, $MAGH • Dividenden-Watch (Ex-Tag kommende Woche): $AAPL, $LVS, $IBM, $LLY • All day: Spin-off von $BDX und Merger mit $WAT wirksam nach Börsenschluss • All day: Sports-Betting-Watch nach Super Bowl – $DKNG, $FLUT ⸻ 📅 Dienstag, 10.02. • Earnings: $KO, $GILD, $SPGI, $BP, $MAR, $NET, $LYFT, $F • Optionsmarkt: Double-digit Moves bei $ALAB, $HOOD erwartet • All day: $PCAR Analyst Day • All day: CoinDesk Consensus Hong Kong (Start, mehrtägig) • All day: EIA veröffentlicht Short-Term Energy Outlook • 14:00: $BAC CEO spricht auf der BofA Securities Financial Services Conference • 14:15: $CRMD Investor Day (NYC) • 14:30: 🇺🇸 USA: Retail Sales (MoM, Dez) • 14:50: $WFC CFO spricht auf der UBS Financial Services Conference ⸻ 📅 Mittwoch, 11.02. • 🇯🇵 Japan: National Foundation Day (Feiertag) • Earnings: CSCO, MCD, TMUS, SHOP, APP, HLT, KHC • Optionsmarkt: Double-digit Moves bei VRT, QS erwartet • All day: FDX Investor Day • All day: ATD Strategie-Update 2026 • All day: Start New York Fashion Week • 14:30: 🇺🇸 USA: Average Hourly Earnings (MoM, Jan) • 14:30: 🇺🇸 USA: Nonfarm Payrolls (Jan) • 14:30: 🇺🇸 USA: Unemployment Rate (Jan) • 16:30: 🇺🇸 USA: Crude Oil Inventories • 19:00: 🇺🇸 USA: 10-Year Note Auction • Postmarket: MCD Earnings Call ⸻ 📅 Donnerstag, 12.02. • 🇬🇧 UK: GDP YoY/QoQ Q4 & MoM Dez – 08:00 • 🇺🇸 USA: Initial Jobless Claims – 14:30 • 🇺🇸 USA: Existing Home Sales (Jan) – 16:00 • 🇺🇸 USA: 30-Year Bond Auction – 19:01 • Earnings: AMAT, ANET, BUD, COIN, EXPE, WYNN, ABNB • Optionsmarkt: Double-digit Moves bei PINS, TWLO, RIVN erwartet • M&A / Corporate Actions: Aktionärsvoten BHF, RYI/$ZEUS, IBM/$CFLT • All day: DDOG Investor Day • All day: Fed-Reden (Logan, Miran) • All day: IEA Oil Market Report ⸻ 📅 Freitag, 13.02. • Earnings: ENB, MRNA • All day: New York Toy Fair (Start, Wochenende) • All day: 1-jähriges Jubiläum SAIL IPO • 14:30: 🇺🇸 USA: CPI (MoM, YoY Jan) • 14:30: 🇺🇸 USA: Core CPI (MoM, Jan) ⸻ 📌 Fazit: Eine klassische High-Impact-Woche: US-Konsum- und Arbeitsmarktdaten als Makro-Trigger, CPI als Zins-Narrativ-Treiber und eine außergewöhnlich dichte Earnings-Lage mit Fokus auf Tech, Plattformen und Industrie. Volatilität dürfte sich besonders zur Wochenmitte und am Donnerstag bündeln.

Lets put some numbers on the Frontera deal by Geopark $FEC.TO $FECCF . Frontera will receive 7.18 CAD and will retain its Infra business. How much is that worth? I think 4-8 CAD extra. Hence, easily this stock can be 11-15 CAD per share. Today 40% seems too low still.

$FECCF $FEC.TO on the move today “FRONTERA ANNOUNCES DEFINITIVE AGREEMENT WITH GEOPARK TO DIVEST ITS COLOMBIAN E&P ASSETS PORTFOLIO FOR A FIRM VALUE OF $622 MILLION”

We are thrilled to welcome @FronteraEnergy (TSX: $FEC; OTCQX: $FECCF), a company involved in the exploration, development, production, transportation, storage and sale of oil and natural gas, to our #OTCQX Best Market today. Congrats to the Frontera team! bit.ly/481hR1F

Comprehensive analysis of PetroTal as of March 24, 2025 Guest author oilman.beehiiv.com/p/compreh… References $TAL.TO #PTAL $PTALF $CNE.TO $FEC.TO $FECCF $GPRK #OMDP $GTE.TO $GTE and $PXT.TO $PARXF

$CGXEF $OYL.V $FECCF $FEC.TO "OilNOW could not reach Dr. Suresh Narine, Executive Co-chair of CGX’s Board of Directors, for a comment." CEO MIA. Doesn't want to say on the record, as displayed in annual meeting, that CGX/ Frontera has lost the Corentyne Block. CIRCUS!

Part 3 goes live in 1 hour. This is entirely rapid fire Q&A about stocks and investment fundamentals viewers were interested in. $XOM $CVX $PBR $APA $HP $FECCF and others were among the dialogue. #EFT #COM youtu.be/qJuuJcHcLlU?si=YQxC…

$CGXEF $OYL.V $FECCF $FEC.TO 'Jagdeo said at his press conference, “If it says two years your license is approved for, if you don’t get an approval for extension, that means, consistent with the law of the country, it’s done.”' oilnow.gy/featured/jagdeo-no…

Take a look at $CNNEF ...dumpster fire in Colombia...debt like $EC but mostly contracted Nat gas payments. Others in this bad neighborhood are $PTALF (debt free pumping cash) $FECCF tender for free money! $PARXF a bit cheaper than $EC.

'“Bluffing didn’t work” – Seeking Alpha Analyst on CGX, Frontera losing Guyana’s Corentyne Block' Just as strange, some on message boards talking as if they still have the block to make a deal for a farm-out. $CGXEF $OYL.V $FECCF $FEC.TO oilnow.gy/featured/bluffing-…

$FEC:CA $FECCF - Frontera Energy Loses Guyana Acreage - Downgrading To Strong Sell. seekingalpha.com/article/472… #investing #business #stocks

$FEC.TO $FECCF The morning sell off, after the Private Equity Thumb In The Eye. Sure would like to hear from people, who still don't see this as Vulture Capitalists paying themselves. It's too obvious. $CGXEF $OYL.V

Thanks. I saw that yesterday, seeing the approach some were taking. Makes me wonder now, if there will be selling of $FECCF $FEC.TO shares today, and if this was by design? Private Equity likes to scheme. Can't see why people still trust these companies. $CGXEF $OYL.V

I want to thank everyone who tweeted about the $FEC.TO $FECCF tender so much that the odd lot provision was removed. It couldn't have happened without your efforts. Thank you for your service.

Welp I see the $FEC $FECCF odd lot tender play was killed. Happened before of course, $BLBD comes to mind.

$FECCF $FEC.TO And just like that, POOF!!! All those who thought they would walk away with about C $12.00 easy odd lot money, just got a Thumb In The Eye from Private Equity. What a rug pull. Would love to hear comments. No trust at all. $CGXEF $OYL.V fronteraenergy.mediaroom.com…