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@BubleQe Avatar @BubleQe LNG QE 🇨🇦

Canadian LNG companies, particularly Tourmaline Oil ($tou.to) and ARC Resources ($arx.to), are making significant moves in the Montney region, with $arx.to supplying gas to LNG Canada and having agreements with major players like Shell and Cheniere. Consolidation in the industry is underway, with $arx.to and other companies like Tourmaline Oil and Canadian Natural Resources ($cnq.to) positioning themselves for future growth. The outlook for Canadian LNG exports is bright, with several projects, including LNG Canada Phase 2, Ksi Lisims LNG, and Cedar LNG, expected to drive demand for natural gas from the BC Montney region.

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Social Influence

Social category influence finance XXXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% exchanges XXX% travel destinations XXXX% vc firms XXXX% technology brands XXXX%

Social topic influence $touto #1, gas #369, $arxto #1, $tpzto #1, lng #48, dividend #105, $wcpto #2, $peyto #8, canada #2721, $cnqto #1

Top accounts mentioned or mentioned by @tourmalineoil @arcresources @inthemoneypod @telus @stephenkalil @assettraveller @dstiver34 @jamesjstuartb @vanisleinvestor @alexss94736924 @plutusofcrete89 @telussupport @tsxman @zorzee @nuggetcapital @daverothwell8 @louisro96503649 @notjaso79646447 @darrenjmoots @sanitynow4

Top assets mentioned Canadian Natural Resources Limited (CNQ) Accelerant Holdings (ARX) Ovintiv, Inc. (OVV) Copiosa Coin (COP2) Veren Inc. (VRN) Birake (BIR) Canadian National Railway (CNI) Pou On Sui (POU) Baytex Energy Corp. (BTE)

Top Social Posts

Top posts by engagements in the last XX hours

"Which is the better Tax Loss buy this week"
X Link 2025-12-08T16:59Z 9391 followers, 6935 engagements

"$TPZ.TO could be considered "Boring" acquiring royalties & collecting the cash from them. But to me "Boring" is "Interesting". because it means that the creative intelligence/strategic thought has been conducted up front in the business. front row seats to watch it play out"
X Link 2025-12-09T17:27Z 9391 followers, XXX engagements

"In X year USGC #LNG exports have grown by 6Bcf/d. 6Bcf/d is 'nearly' as much gas as Canada's top X largest gas producers produce in total & certainly 'more than their "marketable" gas. $CNQ XX% is internal #OilSands use. Figures are staggering & the ramp only continues"
X Link 2025-12-11T17:36Z 9391 followers, 1848 engagements

"As promised Energy ( Nat Gas #LNG Power & Energy Infrastructure ) update: ✔Added $CEI.V (Caught a fish). 🔼Increased $TOU.TO 🔼Increased $ARX.TO 🔼Increased $TPZ.TO 🔼Increased $KEY.TO 🔽Decreased $CPX.TO ➡Exited: $SCR.TO ➡Exited: #Investing"
X Link 2025-11-25T19:46Z 9392 followers, 9994 engagements

"Canadian Apartment REIT ( $CAR.UN). This should have been a gem with Canada's housing shortage & mass immigration. Absolute mutton however🐑. #Investing"
X Link 2025-12-06T01:27Z 9391 followers, 8772 engagements

"From $TOU.TO / @TourmalineOil 's 2024 Sustainability report that has just been released. The #LNG opportunity is absolutely incredible. #NaturalGas"
X Link 2025-12-10T00:08Z 9391 followers, 2331 engagements

"@TourmalineOil 's sustainability report. Overview of Tourmaline's LNG agreements & some interesting factoids: 👏 $TOU.TO holds the largest amount of Tier X #NatGas inventory in North America. ☑Canada's largest gas producer. ☑North America's 4th largest gas producer"
X Link 2025-12-10T00:23Z 9391 followers, XXX engagements

"I've gone through this report it's excellent. Shared a few salient slides via tweets but lots of environmental facts & figures in the report. Note: NEBC gas plant/infra electrification is key for 'lowest' carbon (integrated) gas supply for West Coast #LNG. Enjoy $TOU.TO"
X Link 2025-12-10T02:04Z 9391 followers, 2715 engagements

"8/8. Summarizes how & why I've carefully created my own 'Natural Gas Value chain' investment. ➡"Power is to Natural Gas what Gasoline is to Oil". I wanted lowest cost longest life production of gas molecule ( $TOU.TO $ARX.TO $CNQ.TO ) & Power 'downstream' - $CPX.TO Enjoy"
X Link 2025-12-10T16:53Z 9391 followers, 1675 engagements

"@Mintgecko This is from Toronto today most of next week is also negative temperatures even on the weather network. Not sure what part of Ontario you live in but theyre not seeing what youre seeing outside of the highs of the day or a few warmer days sandwiched between cold days"
X Link 2025-12-11T04:59Z 9391 followers, XX engagements

"@garquake $TOU.TO $ARX.TO $CNQ.TO & bizarrely $NVA.TO (acquired) are the Canadian EP's that have LNG agreements in place. A basket in the Ksi Lisims / Rockies LNG consortium but lots to shake out before FID / in-service as the molecules will be supplied from the BC Montney (PRGT)"
X Link 2025-12-11T17:49Z 9391 followers, XXX engagements

"$WCP.TO $VRN.TO #Consolidation #Montney #Energy"
X Link 2024-09-12T20:12Z 9392 followers, 15.3K engagements

"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return"
X Link 2025-07-10T04:45Z 9396 followers, 1647 engagements

"Power / IPP's are the new rails: ☑Higher starting dividends similar CAGR. ☑Strong & clear growth outlook. ☑Strong & clear demand outlook (AI/Data Centres/Power) less tied to the economy. $CPX.TO $CNR.TO $CNI #Investing"
X Link 2025-07-23T17:00Z 9399 followers, 3320 engagements

"2025+ Energy Portfolio given milestone reviews & some opportunities. Notable changes given valuations & theme alignment: 🔼Increased: $TOU.TO $ARX.TO $PPL.TO 🔽Decreased: $SCR.TO $ENB.TO $TRP.TO Exited: $GEI.TO $SOBO.TO $MXG.TO #CanadianLNG #LNG #NaturalGas #Dividends"
X Link 2025-09-12T16:31Z 9397 followers, 37.4K engagements

"$CNR.TO $CNE now back to 2019 prices a X year round trip. Tax Loss selling/buying season could be interesting. #Investing"
X Link 2025-09-22T14:31Z 9399 followers, 3899 engagements

"$PPL.TO now up 7+% in the last month. Sub $50/sh was a gift. #Investing"
X Link 2025-09-24T15:20Z 9397 followers, 5342 engagements

"$OVV BC Montney is a bit unique. They have prolific wells a bounty of initial production prior to declines. But given that it's a JV (Cutbank/Mitsubishi) the production tends to stay relatively flat YoY. Growth will be light until more Gas Infra/Processing plants are built"
X Link 2025-09-26T00:45Z 9398 followers, 1214 engagements

"Good monthly performance from $TOU.TO $PPL.TO & $TPZ.TO & $CNQ. Market is now rewarding (right type of) growth. High quality names have all consolidated counter cyclically. $PEY.TO continues to lag given low/no growth/hemmed with light inventory at a single play (Deep Basin)"
X Link 2025-09-26T01:48Z 9397 followers, 2221 engagements

"Will extend the graph out now a bit in the 'appreciate' phase. Always darkest before dawn. but it's the time to be opportunistic stoic contra the herd vs. fearful / panic. Do your research extensive homework. $PPL.TO #Investing #Power #EnergyInfrastructure #NaturalGas"
X Link 2025-10-03T21:07Z 9397 followers, 2508 engagements

"Today's adds: ☑ $T.TO / @TELUS Locked in a XXXX% #Dividend Yield on Cost. Plenty of commercial opportunities in Western Canada / AI/Data Centre build outs. #Investing"
X Link 2025-10-08T18:08Z 9396 followers, 6315 engagements

"@Rienguette78244 @TELUS The present is also given that generous dividend. Quite the spread from Prime Rate now. Rates will continue to roll over. $T.TO will get bought up for the yield alone. Over to you Darren (Entwistle). Thank you"
X Link 2025-10-08T18:23Z 9394 followers, XXX engagements

"Have also started my accumulation in $T.TO today. See below from the brilliant @AssetTraveller 👇"
X Link 2025-10-08T19:58Z 9394 followers, 3175 engagements

"As expected $SLF.TO recovered nicely after the big ER sell off. Return now with one dividend paid out (.88c/sh) from the sell off (used $78/sh) = 12%. If the stock stays flat here looking at a XX% total return on shares purchased. #Investing"
X Link 2025-10-08T22:40Z 9397 followers, 2808 engagements

"Good overview of some of the elements in the NaturalGas / LNG / Power demand growth theme. $PPL.TO $ARX.TO @inthemoneypod"
X Link 2025-10-24T14:26Z 9399 followers, 3774 engagements

"Today's adds: $T.TO / @TELUS #Infrastructure #Dividends"
X Link 2025-10-24T18:20Z 9394 followers, 4597 engagements

"Will be 2x (significant) LNG FIDs in Canada in 2026. Will need investment in new plants / processing and overall gas infrastructure. Opportunity knocks: $PPL.TO $KEY.TO $TPZ.TO $TOU.TO $SHEL NRM ✔ See below. 👇🏻"
X Link 2025-10-31T01:42Z 9397 followers, 1447 engagements

"A few notable earnings this week: Mon - $TPZ.TO / Topaz after market close Wed - $TOU.TO / Tourmaline after market close Thurs - $CNQ.TO / CNRL before market open Note: $CNQ (typically) raise their base dividend this quarter (again in Q1)"
X Link 2025-11-01T19:10Z 9392 followers, 3390 engagements

"Incremental production since 2022 will be a driver of 'incremental' revenue growth as regional #NatGas prices lift & company #LNG export volumes increase. Revenue additions given +$1-4 #NatGas lifts: 🏆 $TOU.TO +1.5Bcf/d = $548M - $2.19BN🔥 ❌ $PEY.TO +170Mcf/d = $62M - $245M"
X Link 2025-11-03T01:41Z 9392 followers, 3681 engagements

"An important factor is how long CF's be sustained (DCF analysis modelled reserves). Graph below albeit a bit outdated US EP Consolidation + $TOU & $ARX acquisitions) is illustrative. Given Tier X inventory $TOU.TO is built for production growth & 3+ decades of high margins"
X Link 2025-11-03T04:40Z 9394 followers, 2009 engagements

"Today's adds: ☑ $TPZ.TO / Topaz Energy #Investing #EnergyInfrastructure #Royalty"
X Link 2025-11-04T20:21Z 9391 followers, 12.1K engagements

"Mergers acquisitions . resource companies may come and go but the royalties still remain #Investing $TPZ.TO $SRR.V $PSK.TO $FRU.TO"
X Link 2025-11-05T04:28Z 9395 followers, 2353 engagements

"Great new slide summarizing $TOU.TO's current #LNG marketing portfolio see below:"
X Link 2025-11-05T23:04Z 9392 followers, 2951 engagements

"See $TOU.TO's Peace River assets circled. Highlighted adjacent producers who along with $BIR.TO could be logical buyers of these assets. I'd like to see $LGN.V punch above their weight & go for it it would align with their growth plans & aligns cleanly with $TPZ.TO GORR's"
X Link 2025-11-06T01:03Z 9392 followers, 6579 engagements

"Seeing very poor analysis that $TOU.TO generated no FCF & that 'cut their dividend (nonsense). 1) FCF = CF minus CapEx 2) Q3 CF = $720M despite "Weakest AECO/Stn X Q3 prices in XX yrs" 3) High CapEx quarter (see below XX% of annual CapEx in Q3) 🔥 $TOU is in growth mode"
X Link 2025-11-06T01:57Z 9397 followers, 6433 engagements

"The below is a summary of $TOU.TO's new #LNG agreements announced with the Q3 Earnings Report. They are all TTF (highlighted the volumes). I've included 2026 futures prices for TTF denominated in CAD (Source GLJ). 🔥TTF & JKM $XX mmbtu quite a nice premium"
X Link 2025-11-06T04:06Z 9392 followers, 5262 engagements

"Today's adds: ☑ $ARX.TO / @arcresources ☑ $PPL.TO / @PembinaPipeline #Investing"
X Link 2025-11-07T15:29Z 9397 followers, 3933 engagements

"@JamesJstuartb Will be higher AECO & Station X are lifting now & into the coming weeks/months. Recall that FCF is CF minus CapEx for simplicity. $ARX.TO are 'investing' $1.85BN in 2026 CapEx. This is materially over & above a sustaining CapEx budget which would spike FCF further"
X Link 2025-11-07T19:20Z 9392 followers, 2574 engagements

"Kudos $PPL.TO ;) #EnergyInfrastructure #Montney"
X Link 2025-11-08T04:04Z 9397 followers, 2174 engagements

"I 'hand picked' my energy infrastructure companies including power see $CPX :) One I admittedly got wrong: $ALA.TO / @altagas Div cut exec changes 'early' US util migrations (before coast was clear) & more failed my investing tenets. Assembled an incredible 'business'"
X Link 2025-11-08T04:31Z 9397 followers, 1976 engagements

"Western Canadian #NaturalGas 'supply' side: ☑2025-YE2030 only 2.3Bcf/d incremental Gas processing capacity. ☑2026-YE 2030 is only 1.97Bcf/d. 🔥2026-2030 XX% of this FID'd capacity is being developed by @TourmalineOil / $TOU.TO - Sanctioned X yr plan. ✔Demand is going"
X Link 2025-11-08T23:41Z 9392 followers, 11.5K engagements

"TLDR: You cannot grow (gas) production if gas processing capacity is unavailable. If you look at the full plant/infrastructure view (3rd party processing in-house processing) it starts to look tight for organic growth (non M&A zero sum) capacity. Be invested accordingly"
X Link 2025-11-09T00:02Z 9392 followers, 1272 engagements

"Will start to see why $TOU.TO is doing what they are doing. regarding full cycle Nat Gas (Plant/Infra) growth in the BC Montney. 👇🏻 #LNG"
X Link 2025-11-09T00:07Z 9392 followers, 1947 engagements

"@rod_lukey @TourmalineOil Would be $TOU $ARX potentially $CNQ & Petronas"
X Link 2025-11-09T15:32Z 9390 followers, XXX engagements

"Be great to see $TPZ.TO / Topaz take a working interest in the $POU Sinclair plant"
X Link 2025-11-09T17:15Z 9397 followers, 2374 engagements

"A very logical asset swap perhaps with some $ put in depending upon the gap in valuations would be as follows: $ARX.TO Septimus to $TOU.TO $TOU.TO Attachie to $ARX.TO Tourmaline are not likely to develop Attachie Septimus is fairly insignificant asset for Arc #Consolidation"
X Link 2025-11-10T23:44Z 9390 followers, 2632 engagements

"$TPZ.TO ✔Lowest cost #NaturalGas in Canada. ✔Passive gas production growth: $TOU.TO X yr plan. ✔Nat Gas processing Infrastructure working interests. ✔Expect more Infra / Plant + Royalty deals. ✔Nat Gas S/D is balancing - gas is going up. #Investing"
X Link 2025-11-11T00:01Z 9390 followers, 2007 engagements

"$TPZ.TO in the $24's pullback was an absolute no brainer. Will see their royalty growth play out in the coming months (higher domestic gas prices which they have material torque to) & Nat Gas royalty production growth. Stock up X% from recent lows. #Investing"
X Link 2025-11-11T16:46Z 9390 followers, 3543 engagements

"$KEL.TO 2022. Oak / NEBC. GGRE/Technical teams consistently have challenges to work through. and the best teams meet those challenges. I expect the exact same in the Attachie X well pad that $ARX reported. taking some gloss off the Plant Pipes & other pads on time/budget"
X Link 2025-11-11T20:25Z 9391 followers, 1528 engagements

"3 year firm base. Consolidation. "Our BC Montney acquisitions have been to secure '3 decades' of Tier X inventory @ 850kboepd production". Mike Rose. I think that was the last of the cheapies. Fundamentally & technically set now. $TOU.TO @TourmalineOil #Naturalgas #LNG"
X Link 2025-11-11T21:52Z 9390 followers, 4878 engagements

"Today's adds: $ARX.TO / @arcresources #LNG #NaturalGas"
X Link 2025-11-12T17:14Z 9396 followers, 3328 engagements

"Did the $BTE / Baytex bears ever get this wrong ❌ Good plan to up-ramp back in Canada (ideally clearwater). No position just watching. #Investing"
X Link 2025-11-12T20:43Z 9391 followers, 2560 engagements

"$ARX.TO - 'Decades' of inventory at current production levels. XX% of that inventory "Cost of supply" = $0.00/Mcf. Same applies to $TOU.TO. Not just "Low Cost of Supply". "Cost of supply" = 👇"
X Link 2025-11-12T21:19Z 9390 followers, 1634 engagements

"@DaveOilers @arcresources Moi non plus :) I love $TOU.TO . it's my largest (overall) portfolio holding for good reason. Both $TOU & $ARX have a fit in a balanced portfolio condensate trades on par with WTI so in many ways can also consider $ARX as a play on oil + LNG + NG"
X Link 2025-11-13T02:13Z 9390 followers, XXX engagements

"I hold $CNQ.TO $TOU.TO $ARX.TO $TPZ.TO . Really not bothered if other "energy" names outperform. I did my work 2019-2023 for juniors accumulations & rotation into quality. Fortunately my #1 portfolio position was a #1 performer: $CR.TO which became $TOU.TO shares"
X Link 2025-11-13T03:40Z 9390 followers, 1637 engagements

"@anasalhajji Those are your words my friend. You're saying that the (Montney) which can market across all the US Hubs + USGC LNG exports (see $TOU & $ARX) if Asian markets are dead. then so too are the US Gas co's including Toby's $EQT"
X Link 2025-11-13T03:59Z 9391 followers, XXX engagements

"@FinanceFiendz + $TOU.TO $ARX.TO $TPZ.TO . Need the Natural Gas & Condensates"
X Link 2025-11-13T19:17Z 9390 followers, XXX engagements

"@IBB_INVEST I read in the Press Release that Carney is set to approve $ARX.TO Attachie X & $TOU.TO Groundbirch build out :)"
X Link 2025-11-13T20:05Z 9390 followers, XXX engagements

"@StephenKalil @northlandpower Keep in mind I did the bulk of my $CPX buys in the $30's. (2 years). always looking to add to cores but I'll need to see more pullback first"
X Link 2025-11-13T20:30Z 9391 followers, XXX engagements

"@z_or_zee Vic need one for @AssetTraveller / $ARX. on the pullback he's (astutely) made it his largest portfolio pick/position"
X Link 2025-11-14T14:40Z 9392 followers, XX engagements

"Pine Cliff Energy the premier Alberta #NaturalGas name for rising gas price torque 'materially' outperforming it's SMID peer $PEY.TO & our X NatGas seniors $ARX.TO & $TOU.TO. $PNE X month return including dividends 50%. No position big respect for #TeamPhil. #Investing"
X Link 2025-11-15T21:16Z 9395 followers, 5510 engagements

"Today's adds: $TOU.TO / @TourmalineOil #NaturalGas #LNG #CanadianLNG $SHEL"
X Link 2025-11-17T16:52Z 9390 followers, 3659 engagements

"#TeamMike $TOU.TO #LNG #NaturalGas $SHEL"
X Link 2025-11-17T21:56Z 9390 followers, 3085 engagements

"An astute among my favourite tweets bookmarked from Jeremy. The BC Montney since 2022 has been further consolidated. The BC Montney is the the most prolific onshore #NaturalGas resource in North America prime now for #LNG export. $TOU.TO $CNQ.TO $ARX.TO $SHEL $COP $OVV"
X Link 2025-11-18T17:45Z 9390 followers, 5821 engagements

"@NuggetCapital We've got $120-$200 (CAD) in our models a wide range given a few variables. The 'share price' has been rangebound the business has quietly been (near flawlessly) developed counter cyclical acquisitions & now pushing 700kboepd. Cash Flow = margin x 'production'"
X Link 2025-11-18T21:57Z 9390 followers, 2286 engagements

"Have done extensive models across the NG/LNG/Power demand growth theme. $TOU.TO is the #1 portfolio position now outsized for good reason. Time will show why. #Investing"
X Link 2025-11-18T22:00Z 9393 followers, 9265 engagements

"@DaveRothwell8 @inthemoneypod All good ( $PEY has a nice dividend solidly covered - around XX% Payout @ 6.x% div yield) - see the financials). Not much growth stunts future Cash Flows same with $BIR (10+ yrs no growth) $PEY = X yrs no growth (declined then grew back). Cash Flow = Margin x production"
X Link 2025-11-18T22:09Z 9397 followers, XXX engagements

"Will update in December a few spoilers: The $TOU.TO Pie wedge is bigger now. New Growth ( Montney ) Junior EP added to portfolio. #Investing #NaturalGas #LNG #Montney"
X Link 2025-11-19T00:17Z 9392 followers, 5874 engagements

"In 2030/31 rich resource & Infra in the BC Montney will be valued in the $75-100K pfb range. 850000 boepd x $75k = $64BN 850000 boepd x $100k = $85BN $64BN/400M S/O = $160/sh $85BN/400M S/O = $212/sh That is if we make it that far ;) $TOU.TO $SHEL #NaturalGas #LNG"
X Link 2025-11-19T04:39Z 9391 followers, 6027 engagements

"Have to net out $TOU.TO's BC Montney production from the Deep Basin but the range is fair & reasonable given the optionality for AB Gas (power). We'll see PRH assets sold & additional CapEx go into the BC Montney a bounty of opportunity there for further production growth"
X Link 2025-11-19T04:43Z 9390 followers, XXX engagements

"Which of $BIR $KEL $LGN $PEY or storm is a logical fit to acquire $TOU.TO's PRH assets"
X Link 2025-11-19T21:18Z 9390 followers, 1860 engagements

"@LouisRo96503649 Louis just a few years ago $PEY.TO was the size of both $WCP.TO $ARX.TO & $TOU.TO. and now is a fraction of the size of both repectively. Their capital budget is now a fraction of the above names meaning they continue to underinvest in their assets in favour debt/dividends"
X Link 2025-11-20T20:32Z 9393 followers, XXX engagements

"@LouisRo96503649 Opportunity cost see $SCR.TO as a comparison for this year. that was the top SMID pick. If you want to go to SMID's there were others that outperformed $PEY.TO in the Gas weighted EP basket. Comparing Investment Grade seniors (such as $TOU.TO & $ARX.TO) is a fools errand"
X Link 2025-11-20T21:13Z 9392 followers, XXX engagements

"$TOU.TO $PEY.TO all time charts dividends not included. Great to see $PEY.TO finally get back to break even for long term shareholders. Breakout(s) pending. #Investing #NaturalGas"
X Link 2025-11-21T04:10Z 9399 followers, 3618 engagements

"A $CEI.V slide map illustrating $CNQ.TO & $ARX.TO contiguous acreage ("hand in glove") in the NEBC #Montney A logical transaction: 1) Secures Diluent/Condy for the 340kbbls #OilSands growth plan 2) .63Bcf/d of #LNG supply agreements 3) Becomes largest #Oil & #NatGas producer"
X Link 2025-11-21T18:02Z 9391 followers, 4047 engagements

"2/2 Same slide highlighting contiguous acreage (BC Montney) w/ $TOU.TO In this permutation both Attachie & Kakwa possibly Tower would be monetized - $COP $CNQ $WCP leaving the remainder of the South Montney assets & #LNG agreements w/ @TourmalineOil #Consolidation #Montney"
X Link 2025-11-21T18:06Z 9390 followers, XXX engagements

"re: David Szybunka "Own the Resource" comments on @inthemoneypod. ☑ $ARX.TO has XX% more drilling inventory (2000+ locations) at $0.00/Gj #NatGas break even than $PEY.TO 'total' inventory (1600 locations see IRR's). See verifiable graphs below both externally audited"
X Link 2025-11-21T18:44Z 9393 followers, 4962 engagements

"Deep Basin are smaller wells (hence cheaper DCET) relative to Montney & hence requires more drilling/locations to get more production levels like a Montney well (pad). Inventory: $TOU.TO ✔Deep Basin 14794 ✔Montney 10000+ (2025 acquisitions). $PEY.TO ☠Deep Basin: 1600"
X Link 2025-11-21T19:28Z 9399 followers, 11.8K engagements

"Side by side comparison of $TOU.TO relative to $PEY.TO with respect to company drilling inventory (Resource). Of note much of $TOU.TO's Montney inventory is Tier X targeting X decades at 850000 boepd. See $PEY's inventory (1600) deep basin"
X Link 2025-11-21T19:31Z 9390 followers, 1088 engagements

"Have highlighted for emphasis the production rates for these formations. Montney wells are typically 2.5-4.5x the size of these. To compare DB to Montney you can use 2.5-4.5x. 1600 $PEY.TO Deep Basin Inventory = 355-640 Montney wells equivalent inventory. Illustrative"
X Link 2025-11-21T20:35Z 9392 followers, 2244 engagements

"To be clear this is not a 'knock' on $PEY.TO simply an illustration that there is a lot more to it that looking at 'near term FCF'. must also look not only at CapEx but 'why' more CapEx isn't being invested to 'fill a company's own gas plants'. This I suspect is why"
X Link 2025-11-21T20:49Z 9390 followers, XXX engagements

"Here is $TOU.TO's total inventory counts by asset. $TOU hold inventory with a delta of 1600% over $PEY.TO's single Deep Basin asset. This is significant for this era of Natural Gas / LNG & Power demand growth. "Own the Resource". #Investing"
X Link 2025-11-21T20:54Z 9390 followers, 1171 engagements

"$TOU.TO's total inventory counts by asset for reference: 1600% more Inventory than $PEY.TO & as aforementioned significantly higher quality inventory: - BC Montney is the premier Onshore NatGas play in North America of which $TOU.TO have now consolidated"
X Link 2025-11-21T20:56Z 9390 followers, 1165 engagements

"@a16z Too late Mike Rose has already consolidated the highest quality gas play in North America the BC Montney. $TOU.TO"
X Link 2025-11-24T05:18Z 9390 followers, XXX engagements

"Same (advice . not advice Check with your advisor) now as we materially to ramp up #LNG & #NaturalGas demand growth. "Be positioned accordingly". Check back in 2027/8 followed by a 2-3 year power demand filling the NAM LNG gap to 2031/32. $TOU.TO $ARX.TO $TPZ.TO"
X Link 2025-11-24T16:56Z 9390 followers, 2775 engagements

"Should $TOU.TO be listed on the NYSE"
X Link 2025-11-24T16:58Z 9399 followers, 2506 engagements

"@inthemoneypod I can't believe $TOU.TO & $PEY.TO are spoken in the same sentence"
X Link 2025-11-24T17:26Z 9390 followers, XXX engagements

"Reminder for those who appreciate the compounding effect of #Dividends. $TOU.TO pay out the .25c quarterly special dividend tomorrow for shareholders on record Nov 14th. #Investing #Compounding"
X Link 2025-11-24T19:19Z 9399 followers, 2906 engagements

"@VanIsleInvestor What are you talking about Common practice to compare peers (including $BIR) that operate in very similar areas with respect to share prices in the short mid & long term"
X Link 2025-11-24T22:00Z 9397 followers, XXX engagements

"Info on $TOU.TO / @TourmalineOil 's Peace River High assets. These will be monetized proceeds put directly into the NEBC #Montney development plan. 25k boed will be replaced with liquids rich BC Montney greenfield production. = 25k x (30k-40k) pfb = $750M - $1BN"
X Link 2025-11-26T20:39Z 9397 followers, 2274 engagements

"All systems go . #NaturalGas #LNG $TOU.TO"
X Link 2025-11-28T17:08Z 9399 followers, 1625 engagements

"$TPZ.TO deep value sub $25/sh perfect place to accumulate. Appreciation = XX% w/ dividend = XX% total return. Note: $TPZ.TO = Canada's 'lowest cost' #NaturalGas production. The dividend will continue to grow. 1/x #Investing"
X Link 2025-11-28T21:48Z 9398 followers, 3256 engagements

"$TPZ.TO / Topaz Energy (Royalty & Infrastructure co). Up XX% in the last month & paying a nice X% Dividend which will continue to grow alongside Cash Flow Growth & royalty production growth (see $TOU.TO's X yr plan). World Class Business Model right here in . #Investing"
X Link 2025-12-01T17:23Z 9399 followers, 2883 engagements

"@MatthewLucas07 Topaz for me"
X Link 2025-12-01T17:35Z 9397 followers, XXX engagements

"$CNQ.TO $ARX.TO #Consolidation #LNG"
X Link 2025-12-01T17:50Z 9393 followers, 3553 engagements

"@inthemoneypod @BarrySchwartzBW Barry (& Ernest) will be proven to be correct. Difference between investing in a compounding business & watching a stock chart to analyze 'performance'. $TOU.TO have 2x'd production since 2020 & have consolidated the highest quality gas play in North America the BC #Montney"
X Link 2025-12-02T23:37Z 9399 followers, XXX engagements

"10 full days now of $X gj AECO spot pricing with winter 2027 futures averaging $3.50gj. ☑ Mike Rose's spot on rebalance call: "3 weeks". More to come as Phase X continues to ramp up sponging up WCSB gas supply. $TOU.TO 7-9% of total gas is sold as #LNG target 15%"
X Link 2025-12-03T16:36Z 9399 followers, 4006 engagements

"See below in the wild Tourmaline ( $TOU.TO) Paramount ( $POU.TO) & Pembina Gas ( $PPL.TO) carrying Natural Gas processing capacity growth in Canada through 2030: #LNG"
X Link 2025-12-03T17:15Z 9397 followers, 3199 engagements

"@DarrenJMoots thx brother. Congrats. $TPZ.TO too I hope"
X Link 2025-12-03T18:04Z 9400 followers, XX engagements

"$ARX.TO clean sweep "9 of the top XX wells all from its condensate-rich Montney acreag". Note: $OVV with a Tower Montney well which averaged XXX bbl/d of condensate and an impressive 6599 mcf/d of gas one of the highest gas rates among this months oil/condensate leaders""
X Link 2025-12-03T19:51Z 9398 followers, 5622 engagements

"@DarrenJMoots This one is a bit older Darren but it's still a fair summary of the $TPZ.TO business model & value levers. The X year $TOU plan + $TVE & $HWX growth plans cements material organic royalty production growth"
X Link 2025-12-03T22:18Z 9393 followers, XXX engagements

"$CNQ.TO $CNQ up XX% in the last month as funds flow into Canada / Canadian E&P. Accumulating April pullbacks (mid $30's) ( I did) total shareholder return = XX% including dividends (6% YoC for buyers then) 🔥 Buy proven quality with excellent mgmt never in doubt"
X Link 2025-12-04T20:18Z 9392 followers, 5158 engagements

"$5 USD = $X CAD w/ FX. #NaturalGas"
X Link 2025-12-04T22:20Z 9396 followers, 1702 engagements

"@WSB_redditor Gotta drop the "Oil" from Tourmaline Oil + NYSE listing. Tourmaline Gas"
X Link 2025-12-04T22:41Z 9397 followers, XXX engagements

"2026 NYMEX #NaturalGas strip is $XXXX USD. Despite a heavy 2026 (full cycle growth) $1BN Capital Budget - #NEBC gas plant(s) construction $TOU.TO's FCF yield is now in the 7-10% range @ $64/sh. Production growth ladders up YoY through 2031 while PRH expected to be monetized"
X Link 2025-12-05T01:27Z 9400 followers, 2669 engagements

"LNG exports are ramping & #NaturalGas demand continues to climb & the price breaks out now. Here are the largest Canadian NatGas producers in order: $TOU.TO $CNQ.TO $ARX.TO $OVV.TO @Petronas $WCP.TO $CVE.TO 2026 will be fun :) #Investing #LNG #CanadianLNG"
X Link 2025-12-05T16:44Z 9399 followers, 4644 engagements

"Keep an eye on CAD #NaturalGas producer 'storage' strategies. Canadian Natural Gas: 1) Oligopoly. 2) Manage supply to best meet demand (economics). #NatGas storage is the extension of "2". XX% of Canada's #NatGas is now produced by only X companies. $TOU.TO $CNQ.TO $ARX.TO"
X Link 2025-12-05T17:52Z 9398 followers, 3459 engagements

"But things haven't stayed equal. $WCP.TO have consolidated much of the AB Montney since 2021 notably in the same resource that $ARX.TO operate in Alberta - Kakwa Karr Lator. The merger with $CPG / $VRN pushing $WCP.TO production now to 370kboepd (liquids rich gas)"
X Link 2025-12-05T18:28Z 9392 followers, XXX engagements

"$WCP.TO have become Investment Grade & the usual parameters are eerily on par with $ARX.TO akin to the similarities with $VRN (aka duplication redundancy & lost opportunities in X companies vs. 1)"
X Link 2025-12-05T18:30Z 9392 followers, 1465 engagements

"This is your side by side of $ARX.TO & $WCP.TO & I'll share a jest (but serious) view that there is considerable duplication & redundancy which sets up for consolidation / economies of scale & greater rich for 'bigger opportunities'"
X Link 2025-12-05T18:31Z 9392 followers, XXX engagements

"$WCP $VRN announced the merger in Q1 2025. This made a lot of sense & sprung the consolidated $WCP to the top of the (liquids rich gas) leaderboard alongside $ARX.TO"
X Link 2025-12-05T18:35Z 9392 followers, 1332 engagements

"In the AB #Montney $ARX.TO & $WCP.TO are directly adjacent & even recent drilling licences are drilling in the same resource Kakwa Karr & Lator. Aka consolidated synergies with plants processing & pipes + Gas/Liquids marketing. See below:"
X Link 2025-12-05T18:43Z 9399 followers, XXX engagements

"Here's where it gets fun. My view is that $ARX.TO has a plethora of options but the most lucrative option for shareholders is to monetize & integrate. Attachie options: $COP $CNQ & $WCP.TO AB Montney options: $CNQ & $WCP.TO NEBC South Montney options: $TOU.TO"
X Link 2025-12-05T18:45Z 9399 followers, XXX engagements

"An excellent overview from Eric Nuttall & $RRC (Range Resources CEO) Dennis Degner. . the supply question was excellent :) #LNG demand is real folks. #NaturalGas"
X Link 2025-12-06T01:23Z 9397 followers, 2637 engagements

"Updated: $WCP.TO $ARX.TO #Consolidation #Montney"
X Link 2025-12-06T01:48Z 9396 followers, 6288 engagements

"$TOU.TO options for Peace River High assets in AB. One option is to spin out into a $TOU partly owned newco. Newco would command new funding + $TOU own % shares of newco. Akin to the $TPZ model. Newco can inject CapEx to grow & within X yrs $TOU sells its position in newco"
X Link 2025-12-06T22:50Z 9399 followers, 3526 engagements

"These are the $TOU.TO assets discussed above:"
X Link 2025-12-07T00:21Z 9400 followers, 1320 engagements

"@TheDividendBug @TELUS @TELUSsupport Adding. It's a small position for me have held in the past sold $24/sh & then have recently started accumulating again (sub $20/sh) ACB"
X Link 2025-12-08T17:47Z 9397 followers, XXX engagements

"$ARX.TO pullback to the $23s was a no brainer not only in hindsight but at the time of the pullback. Stock up 12+% since & adding the dividend provides XX% return even if it stay flat here (unlikely not to move up with 2026 Nat Gas / LNG). Kudos to all buyers"
X Link 2025-12-08T18:25Z 9397 followers, 3014 engagements

"Quite a busy time over at $AR. Acquiring .8Bcf/d of (privately held) production (For $2.8BN USD). Acquiring Midstream assets for $1.1BN. Divesting Ohio Utica upstream assets for $800M USD Divesting Utica midstream assets for $XXX million. #Consolidation"
X Link 2025-12-08T19:45Z 9397 followers, 1168 engagements

"@SanityNow4 @TELUS @TELUSsupport They're pulling copper right now through the next few years & monetizing as they depricate older infrastructure. Copper is at multi year highs. I read / listened through their full multi year plan & despite the higher CapEx / gap in FCF to cover dividend it looked sound to me"
X Link 2025-12-08T21:26Z 9397 followers, XXX engagements

"Highlighted a few payout ratios / distribution yields in the CAD REIT sector. Pre-dates $AP.UN recent distribution cut note the payout was XXX% prior. Property sales unit reduction (NCIB) higher rents occupancies can at times bring this in line (70% payout). Source RBC"
X Link 2025-12-08T23:27Z 9397 followers, 1916 engagements

"$REI.UN generally healthy on most metrics"
X Link 2025-12-08T23:31Z 9397 followers, XXX engagements

"@CDInewsletter I think their payout is too low alongside the very low & very uncompelling distribution yield (2.57%) for a REIT. They can comfortably afford to pay out more either via distributions or retire units via NCIB given the share price has pulled back / valuation to 2022 figures"
X Link 2025-12-09T00:09Z 9398 followers, XXX engagements

"@tsxman Do you think $NXR.UN / Nexus REIT's distribution is sustainable or to be cut"
X Link 2025-12-09T00:59Z 9395 followers, XXX engagements

"@inthemoneypod Here are a few: $CNQ (25 yrs base div growth). $TOU (7 yrs base div growth + Specials). $CPX - Div growth slowing to pursue growth. $TRP $ENB $PPL"
X Link 2025-10-05T16:58Z 9395 followers, 1050 engagements

"People suggesting the $NVA.TO deal is a paltry 'premium' (10%). It's already been cooked in pretty clear what was going to happen when $OVV acquired the stake in NuVista from $POU.TO. Seeing $KEL.TO premium getting cooked in commencing a week ago unrelated to CSV plant"
X Link 2025-11-05T16:04Z 9395 followers, 3319 engagements

"Another one down more to come. $NVA.TO $OVV Source: Ninepoint / Eric Nuttall. #Consolidation #Montney"
X Link 2025-11-05T18:25Z 9395 followers, 2953 engagements

"$NNRG returning an incredible XX% in the last X months to unit holders. Seeing US funds flow now into CAD Energy creating multiple expansions this was inevitable. Kudos to @ericnuttall & @ninepoint 👏"
X Link 2025-12-05T04:51Z 9394 followers, 2340 engagements

"Thought exercise: $ARX.TO has built a tremendous company but my opinion only feel it's time to monetize what has been built how (to whom) & reasons why. For both shareholder returns & the greater (sector) good. 1/x. $TOU.TO $WCP.TO $CNQ.TO $COP"
X Link 2025-12-05T18:18Z 9393 followers, 6750 engagements

"All things held equal 2021 $ARX.TO became the premier 'liquids rich' Natural Gas producer in Canada merging with $VII (Seven Generations) & putting together two peer producers. $WCP.TO production at the time was around 100kboepd. 2/x"
X Link 2025-12-05T18:23Z 9394 followers, XXX engagements

"$TOU.TO acquire the NEBC South Montney assets further cementing $TOU as Canada's premier #NaturalGas producer (+1Bcf/d). $WCP.TO / $ARX merge (all stock): AB Montney & Attachie) combined $ARX / $WCP becomes the premier 'liquids rich gas' producer in Canada (+ 225kboepd)"
X Link 2025-12-05T18:57Z 9395 followers, 1902 engagements

"Today's adds: ☑ $T.TO / @TELUS ☑ $CAR.UN / CAPREIT Canadian Apartment REIT I feel there is value there new position & will reinvest/DRIP the distributions. Telus if I'm to believe the exec view that the current dividend is secure great. If not I'll need @TELUSsupport"
X Link 2025-12-08T17:44Z 9391 followers, 7930 engagements

"Which REIT is the best Criteria: Sound Mgmt Pristine use of Capital asset quality distributions/returns white coloured company logo mugs in the company kitchen etc"
X Link 2025-12-08T22:47Z 9393 followers, 5655 engagements

"Phase X FID in 2026 mark your calendars. #CanadianLNG $TOU.TO $SHEL"
X Link 2025-12-08T23:07Z 9394 followers, 2926 engagements

"$MSFT investing $7.5BN CAD over the next two years in Canada to boost AI Infrastructure"
X Link 2025-12-09T16:34Z 9395 followers, 1121 engagements

"You've heard of "Elf on a $SLF ""
X Link 2025-12-09T16:50Z 9394 followers, XXX engagements

"@SteveWps @TELUS @TELUSsupport There are certain (many) names that I don't have big expectations for. Collect a dividend & 5-10% capital appreciation . with $T.TO even if the stock stays quite flat for a few years will still generate a 9+% return via the dividend. Good enough for me balanced portfolio"
X Link 2025-12-09T17:01Z 9391 followers, XXX engagements

"I'm fully aligned with the $TOU.TO plan given Nat Gas / LNG (Build out/aka domestic gas demand). However if I'm asked which TSX listed company 'business model' (valuations aside) do I find the most interesting. It's $TPZ.TO / Topaz Energy. See below:"
X Link 2025-12-09T17:06Z 9391 followers, 3343 engagements

"Not many business models where "revenue" is nearly equal to Free / Distributable Cash Flow. The overhead costs are very low in the business & being 'part owner non-operated' (GORR's & WI) they collect the cream at the top (Royalty Infra WI) sans operating headaches. $TPZ.TO"
X Link 2025-12-09T17:10Z 9392 followers, XXX engagements

"Personal investment interests aside $TPZ.TO is a name that is a candidate to be in every Canadian Childs RESP across Canada actively (acquisitions) & passively (royalty growth) grow & compound Year over Year. Every Canadian pension fund should own it in my view"
X Link 2025-12-09T17:14Z 9395 followers, XXX engagements

"Shell EP. $SHEL M&A. Have highlighted a few salient points from the write up. Watch Canada EP & Shell Integrated Gas the clues are there ;)"
X Link 2025-12-09T17:52Z 9392 followers, 1256 engagements

"@ErnestWongBWM There is perhaps no better example of this than $TOU.TO. in my view arguably the best & most sensible growth plan in North America Natural Gas"
X Link 2025-12-09T21:17Z 9394 followers, XXX engagements

"@tsxman @AssetTraveller is a big fan of this $NXR.UN. I'm interested & it's on my research list but need to see a bit more colour that the distribution is safe/secure as it stands the payout is XXX% which is in the danger zone for REIT dist. cuts this could change in 2026 though"
X Link 2025-12-09T21:22Z 9392 followers, XXX engagements

"@trend_bullish Have to see who is right/more right. Crude Oversupply: Dr. Anas believes it's is wrong Eric & other data/info suggest it's right I don't personally see a catalyst for higher Oil prices in the short nor medium term neither supply side nor demand side"
X Link 2025-12-09T21:42Z 9395 followers, XXX engagements

"From liquefaction all the way through the upstream Canada's #LNG is produced with the lowest emissions globally. See below from $TOU.TO / @TourmalineOil 's sustainability report electrification of the #NEBC Natural Gas Plants using renewable power (hydro):"
X Link 2025-12-10T00:16Z 9391 followers, 1045 engagements

"AECO Gas now $3.50/g & have been $X CAD for the past few weeks. Mike Rose / $TOU.TO was spot on when he suggested in the CAD Domestic Gas S/D would balance in the coming 'weeks'. See Alberta & NEBC (FSJ) temperatures. chilly Cold = Canadian #LNG advantage #NaturalGas"
X Link 2025-12-11T18:13Z 9391 followers, 3005 engagements

"In the same way that $SCR.TO sold their #Montney assets to X 'logical' parties ( $TOU.TO $CNQ.TO & $ARX.TO) this would be the same type of transaction. Logically two parties can make sense ( $TOU.TO & $WCP.TO) as noted above"
X Link 2025-12-05T18:47Z 9391 followers, 1104 engagements

"See below from $LGN.V with $TPZ taking on a royalty & WI in $LGN's new plant could be something. But there are many options plenty of interest in CLLK & would be a production grab + resource development play consolidating that area would be a company maker. Note $KEL.TO"
X Link 2025-12-07T00:29Z 9391 followers, 1182 engagements

"An updated view of the impact to $TPZ.TO (GORR/Royalty growth) via $TOU.TO's 5r year growth plan. The $TPZ GORR's across the NEBC resource base is 'irreplaceable' & NEBC is the primary #NatGas growth resource in Canada illustrated via $TOU Canada's largest gas producer"
X Link 2025-12-09T17:19Z 9391 followers, XXX engagements

"Starting to look like an acquisition target for a super major now or peer LNG Infra Co. Mutton. No position but watching. $VG $LNG"
X Link 2025-12-10T17:25Z 9391 followers, 1998 engagements

"USGC #LNG is unparalleled. Lake Charles LNG FID early next year in-service target is 2029 = X yrs. Export Feed/supply gas required = 2.2Bcf/d. For perspective projects such as Lake Charles demand as much gas as Canada's 2nd largest Gas producer $CNQ produce in total"
X Link 2025-12-11T17:05Z 9391 followers, 1850 engagements

"Always much respect for the #DivTwit / Dividend contingent on X. Dividend Bros typically quietly accumulate quality dividend paying companies over time reinvesting growing dividends. At times ramp up (ie. CAD Banks in 2025 or Insurance/Utils 2024). "Get Wealthy slow" ☑"
X Link 2025-12-11T17:11Z 9391 followers, XXX engagements

"Pick project examples but bolstering the above magnitude Golden Pass #LNG is another example of a ramp up (3 trains) with a total gas supply/feed gas of 2.4Bcf/d. 2.4Bcf/d is more #NaturalGas than Canada's 2nd largest producer ( $CNQ ) produce in total. Staggering figures"
X Link 2025-12-11T17:29Z 9391 followers, XXX engagements

"$ARX.TO / @arcresources with XX new well licences at Inga (Attachie). Clearly going further north for this round of drilling. $COP @ Inga hitting absolute tubescreamer wells among the highest quality condensate wells in Canada. Have shared an older Map for reference"
X Link 2025-12-12T00:32Z 9391 followers, 1264 engagements