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Endpoint (paste into an MCP client — anonymous, free, no key)

https://mcp.koalcheck.com/mcp

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Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

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← @akwilk

$GFR

BULLISH2026-09-15

Price around the call

↑ 2026-09-15

By horizon✗ miss-3.2%

✓ +1.5%

✗ -8.4%

21d

✗ -3.2%

Original post

Adam Wilk · 2026-09-15

I think Greenfire Resources $GFR is a really interesting idea. Greenfire is a $2B oil sands producer controlled by Adam Waterous of WEF, fresh off a $1.3B acquisition that doubles the size of the business from a production standpoint, trading around 4x my 2030 sustaining free cash flow, using $70 oil. GFR owns three SAGD projects an hour south of Fort McMurray. These are manufacturing operations, not drilling treadmills. Steam goes down, oil comes up, water gets recycled, and the cycle repeats for decades. In July they bought Connacher (Great Divide) for $1.3B, nearly 20k bbl/d directly adjacent to their other assets, and a company GFR’s CEO managed earlier in his career. They paid 4.8x EBITDA, less than 7x sustaining free cash flow, and roughly $65k per flowing barrel.

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