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@BubleQe "Then add $CNQ with 'high realized price' (SCO / Synethtic Crude Oil) & the margins are excellent even at $XX WTI / $XX SCO for 40+ years"
X Link @BubleQe 2025-09-26T01:06Z 9230 followers, 3479 engagements

"@NaimSmith6 @BrockWarkentin 2026"
X Link @BubleQe 2025-10-15T19:03Z 9236 followers, XX engagements

"Another acquisition 🔥🔥 $MEG.TO / Meg Energy with a nice XX% premium too. Kudos to all sets of holders #Consolidation"
X Link @BubleQe 2025-03-31T19:22Z 9237 followers, 42.7K engagements

"@trend_bullish @VanIsleInvestor Most of these extremists are generally 'often wrong'. Schach-Attack has had so many bad (extreme) calls. His doppelganger (Peter Linder) is even worse. Oil is pressed here make no mistake about that strip now $XX USD"
X Link @BubleQe 2025-10-15T00:49Z 9237 followers, XXX engagements

"@metzger_ri24956 @VanIsleInvestor @Merlice1 Again you'll need to find someone who is interested in Integrateds. I'm not. Despite $IMO $SU & in parts $CVE running their downstream quite well the margins are generally quite thin. it's not for me longer term and that's how I invest for the longer term "Thematically""
X Link @BubleQe 2025-10-07T03:07Z 9232 followers, XXX 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 @BubleQe 2025-07-23T17:00Z 9237 followers, 3261 engagements

"Wow. Cenovus $CVE Sold off X US Refiners Lima & Toledo Sold Liwan offshore gas to CNOOC Exiting the W. White Rose project Agreed to purchase ARC Resources to vertically integrate heavy oil via condensate & Natural Gas Assume $ARX's LNG agreements 🔥"
X Link @BubleQe 2025-01-08T20:26Z 9235 followers, 16.1K engagements

"Et Voila. Kudos to all parties involved. $SCR.TO for forcing the hand $MEG.TO for building a world class asset in Christina Lake & $CVE for making the right strategic move at a fair price. Enjoy the weekend #Consolidation"
X Link @BubleQe 2025-10-11T01:40Z 9237 followers, 6102 engagements

"This is how I feel about $TOU.TO & $TPZ.TO. Not many have patience seek instant reward instant gratification. The best things generally take time"
X Link @BubleQe 2025-09-29T21:03Z 9232 followers, 7131 engagements

"Bravo $ARX.TO (and $SCR.TO) these are the moves assets with the rightful owners. #Consolidation #Montney"
X Link @BubleQe 2025-07-02T21:10Z 9231 followers, 3044 engagements

"Today's adds 2/2: ☑ $TOU.TO / @TourmalineOil #Investing"
X Link @BubleQe 2025-10-09T19:37Z 9237 followers, 3769 engagements

"@BrockWarkentin + complain about low domestic gas prices. + (2027+) complain that the crude pipes are full exporting oil out of Alberta. Ie. We need to plan & think different"
X Link @BubleQe 2025-10-15T19:22Z 9237 followers, XX engagements

"@metzger_ri24956 Tough to say Rick would for sure be a good target. I think $CVE could: Trim their Deep Basin Gas assets. Divest non-core / International assets ( Liwan WWR). Continue to acquire heavy properties in Canada ideally bigger stuff (than their last acquisition - Gear)"
X Link @BubleQe 2025-10-12T03:07Z 9232 followers, XXX engagements

"Ranked Position sizes in the portfolio: X $TOU.TO (Increased). X $ARX.TO (Increased). X $TPZ.TO / $CNQ.TO (Increased both). X $PPL.TO - Energy Infra (reduced given valuations) X $SCR.TO - (Reduced given valuations). #Investing #LNG #NaturalGas #Dividends"
X Link @BubleQe 2025-09-12T16:42Z 9237 followers, 4306 engagements

"$TRP.TO $TRP Gas Power is a thing.👇"
X Link @BubleQe 2025-09-22T20:06Z 9230 followers, 2646 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 @BubleQe 2025-10-08T18:23Z 9230 followers, XXX engagements

""British Columbia (the NEBC Montney) is the Qatar of Natural Gas". @BDEPardell 2025. 2026 will be a very interesting year in the Canadian Natural Gas landscape. Thank you. $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO $PPL.TO $TRP.TO $ENB.TO $CPX.TO"
X Link @BubleQe 2025-10-08T22:48Z 9237 followers, 2990 engagements

"@hann58445 @VanIsleInvestor Not even close $TOUs growth plan is unrivalled. They grow a $PEY or a $BIR every few years. Zechner should know this"
X Link @BubleQe 2025-09-09T20:43Z 9235 followers, XXX engagements

"In #Terry we trust. $ARX.TO #Investing #LNG"
X Link @BubleQe 2025-09-23T15:15Z 9230 followers, 3538 engagements

"$ARX.TO making the list. Kudos #TeamTerry Plenty plenty plenty to come in this space watch & see. #LNG #CanadianLNG #Montney #NEBC"
X Link @BubleQe 2025-06-16T23:25Z 9232 followers, 7051 engagements

"$CNQ.TO $CNQ up XX% from the Q2 lows. Add in the 6%+ YoC Dividend looking at a 25-35% total return on shares accumulated in this period 🔥 Typically on pullbacks the hysteria is that the price will drop 'much' lower this is usually false for 'quality' & miss the opportunity"
X Link @BubleQe 2025-09-24T15:51Z 9230 followers, 2914 engagements

"@CdnDIYInvesting You need to look closely this is not how it works. Hedging is layered into opportunistically & % you will see is much lower as the years go out. See 2026 for $TOU.TO. XX% which will increase to XX% on higher overall production volumes. XX months out for $ARX = "0" hedged"
X Link @BubleQe 2025-06-23T03:26Z 9231 followers, XXX engagements

"@trend_bullish Buying in the mid $30's (CAD) recently. was a gift. Now has returned XX% with the $CNQ dividend & buyers then have locked in a 6+% Dividend Yield on Cost with dividend increases upcoming + annually each year"
X Link @BubleQe 2025-10-09T16:59Z 9232 followers, XXX engagements

"Today's adds: ☑ $TOU.TO / @TourmalineOil #NEBC #Montney #CanadianLNG $SHEL"
X Link @BubleQe 2025-10-03T17:28Z 9232 followers, 2911 engagements

"@freedomprocess The last AB Montney assets were more Oil vs. Condensate ( $NVA ). So i'm not sure that's the right fit for them. Condy is diluent good for internal supply so I think it will be $CNQ that acquires them given they've recently acquired $SCR's Pipestone (condy) assets next door"
X Link @BubleQe 2025-09-26T01:01Z 9230 followers, XXX engagements

"@arcresources Illustration below is in essence what $TOU.TO $ARX.TO & $CNQ.TO are strategically moving towards. ✖"Low cost/realized domestic price" ✔"Low cost/Premium global price". NG sold as LNG can command 'the highest' netbacks in the hydrocarbon value chain"
X Link @BubleQe 2025-08-09T23:41Z 9237 followers, 2266 engagements

"Elected to harvest capital gains on XX% of my $CPX.TO position. Simply "Portfolio Mgmt" (Nothing wrong with the company theme or growth trajectory). In 2025 $CPX has run ( XX% +5.5% Yield) into a material overweight size (given opportunistic adds on pullbacks). #Investing"
X Link @BubleQe 2025-10-08T18:42Z 9235 followers, 1373 engagements

"@QuinnCadman No worries at all + GL"
X Link @BubleQe 2025-10-09T18:50Z 9237 followers, XX engagements

"$TD.TO (along with the batch of CAD Banks) has performed excellent in 2025. 🔥47% + X% Div = 53%. I fully exited $TD given where I believe both the stock had run & the segment had reached with respect to valuations. Moreover XXXX% $TD Yield (on new cost) not compelling now"
X Link @BubleQe 2025-10-08T18:34Z 9236 followers, 3343 engagements

"@AssetTraveller Use simple & 2031 figures for 520k boepd BC Montney production only (not incl. Acreage Inventory Infrastructure plants etc). 520000k boepd BC production: x $30K pfb = $15.6BN x $40k pfb = $20.8BN x $50k pfb = $26BN x $60k pfb = $31.2BN Then add PRH + Deep Basin :)"
X Link @BubleQe 2025-09-30T23:13Z 9230 followers, 3417 engagements

"That .19c / $ARX.TO @arcresources #Dividend is pretty darn pathetic tbh. Presumably the NCIB is getting pinned to round out the 2025 RoC from the company. This is Attachie ramp year / FCF Harvest let's see how it concludes"
X Link @BubleQe 2025-09-15T21:37Z 9230 followers, 2893 engagements

"@DStiver34 @inthemoneypod Firmly agree. $CNQ at some point will run to $60/CAD per share but a lot to play out in Oil prior to that happening. $TOU / NG / Power / LNG & plenty of deals to come"
X Link @BubleQe 2025-10-05T18:39Z 9230 followers, XXX engagements

"@metzger_ri24956 Would you be so kind as to post your portfolio(s) Emphasis on 'plural'. i.e. $CVE & $SU are only two names in a very very large basket XX% of which is managed by wealth mgr/PM's :)"
X Link @BubleQe 2025-10-09T19:05Z 9233 followers, XXX engagements

"$TRP / @TCEnergy 's QE ER Call. These NAM demand growth figures for #NaturalGas are staggering +45Bcf/d in XX yrs. Left table & map on the right illustrates $TRP.TO participation. TC have put $5.95BN of capital projects "in service" in 2025 alone = It's actually happening"
X Link @BubleQe 2025-07-31T18:15Z 9230 followers, 1404 engagements

"If there was a US company to make a move for a Canadian Senior (like $ARX.TO) my bet it would be $EOG. #Consolidation #LNG"
X Link @BubleQe 2025-08-11T20:09Z 9235 followers, 3389 engagements

"How things work ( Power / Natural Gas): $TOU.TO $CPX.TO $TPZ.TO"
X Link @BubleQe 2025-10-08T20:29Z 9232 followers, 1899 engagements

"@PeteK66669 With the long lead for major greenfield crude oil projects (5-10 years) have to time what market/egress that new oil supply will be brought into. In 12-24 months WCS/WTI diffs will widen at Hardisty/AB given the lack of egress & no new major crude pipe expansions FID'd"
X Link @BubleQe 2025-10-11T16:57Z 9230 followers, XXX engagements

"@PeteK66669 It's a good view. brownfield would be much cheaper you can see this across $ATH.TO $SCR.TO $IPCO $CJ $CVE with brownfield expansions. Greenfield yep total costs (yes total) would be prohibitive along with duration / approvals / acceptability. - Frontier"
X Link @BubleQe 2025-10-11T15:49Z 9230 followers, XXX engagements

"This acreage is now $TOU.TO / @TourmalineOil since Tourmaline have also acquired additional production reserves & a Gas Plant from $SCR.TO / Strathcona. This asset / region is ground zero for LNG Canada / CGL Gas supply (LNG). Let's see what happens"
X Link @BubleQe 2025-09-14T02:42Z 9232 followers, 2845 engagements

"If $CVE are serious about acquiring $MEG.TO theyd monetize their Deep Basin asset (to $TOU.TO) & put all of the proceeds towards the acquisition. My view is that $MEG CL is a crucial & critical asset in the $CVE asset portfolio a logical fit. But theyll need more passion"
X Link @BubleQe 2025-09-21T20:53Z 9232 followers, 6380 engagements

"@metzger_ri24956 @VanIsleInvestor @Merlice1 Recent $TOU.TO accumulation ACB $58/sh. precisely where my $CR.TO rolled into (on a near 2000% return tax deferred on my largest portfolio position). $CNQ benchmarking using "YTD" "1 year" charts works well for generalists. But rest assured those are not my ACB's"
X Link @BubleQe 2025-10-07T17:05Z 9232 followers, XXX engagements

"Firmly believe $BP needs to merge w/ $SHEL consolidate and divest a number of non-core refining assets grow the retail stores with additional services (power/charging stations) & absolutely dominate the global #LNG market across all regions and primary markets. #Consolidation"
X Link @BubleQe 2025-10-09T23:04Z 9231 followers, 2225 engagements

"Today's adds: ☑ $PPL.TO / @PembinaPipeline #Investing #EnergyInfrastructure #LNG #NaturalGas"
X Link @BubleQe 2025-08-08T15:53Z 9231 followers, 6198 engagements

"As expected $ARX.TO pinning the NCIB & buying back nearly 5M shares in the last month alone. Flawless RoC - share buybacks (buying back in bulk opportunistically) that's the way"
X Link @BubleQe 2025-10-04T08:10Z 9230 followers, 4120 engagements

"Thank you Mr. Market. $PPL.TO $CPX.TO"
X Link @BubleQe 2025-10-03T18:29Z 9231 followers, 1800 engagements

"The $CNQ.TO dividends hit accounts today (Oct 3rd) congrats to all those who enjoy the many benefits that sustainable growing #Dividends provide. $CNQ (North America's highest quality producer) have raised their dividend now for XX years & no plans to slow down. #OilSands"
X Link @BubleQe 2025-10-03T22:46Z 9237 followers, 6378 engagements

"$TOU.TO currently market 150Mcf/d to Asia (JKM) & XX Mcf/d to Europe (TTF). They just announced another EU /TTF supply agreement last quarter paired with the BC Montney growth plan. The TOUrminator"
X Link @BubleQe 2025-08-30T01:02Z 9231 followers, 7458 engagements

"Let's use the full company pro-forma (NEBC Growth Plan) using MC / not EV (for illustration rough figures): 850k boepd 2030 production. 400M S/O (round up 2030 figures). $40K pfb = $34BN = $85/sh $50K pfb = $42.5BN = $106/sh $60K pfb = $51BN = $128/sh $70K = $149/sh $TOU.TO"
X Link @BubleQe 2025-09-30T23:23Z 9232 followers, 7113 engagements

"@RazorOil I don't work for them but as a shareholder I'm certainly celebrating along with many other $SCR shareholders. $MEG "50 years of reserves" "Down to the last share" was put in play & chopped off the TSX in a matter of months. This was a coup. A coup d'etat"
X Link @BubleQe 2025-10-10T23:49Z 9231 followers, XXX engagements

"@RazorOil Nope only half. I'm one of the (very) few on here who is transparent with what I buy / sell & when be good if more people would practice this transparency also. See below 1/2:"
X Link @BubleQe 2025-10-11T01:47Z 9232 followers, XXX engagements

"I've added a significant $PPL.TO weight in the last few months. This I believe will be one of the best performing names (from here) in the coming year +. Fantastic #Dividend also. #Investing #LNG #EnergyInfrastructure"
X Link @BubleQe 2025-09-02T23:30Z 9231 followers, 10.7K engagements

"@BB19043 @VanIsleInvestor Buybacks 2030+. Dividends is the primary RoC for $TOU.TO. very clearly stated & no reason to pivot. Get paid in pocket while the company executes a unique & tremendous growth plan in North America's premier Natural Gas play (BC Montney)"
X Link @BubleQe 2025-09-30T22:32Z 9232 followers, XXX engagements

"$MEG shareholders very clearly saying thanks but no thanks. Now over to $SCR for the next move"
X Link @BubleQe 2025-10-08T22:07Z 9231 followers, 2225 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 @BubleQe 2025-10-05T16:58Z 9230 followers, XXX engagements

"Today's adds: ✅ $TOU.TO / @TourmalineOil #Investing"
X Link @BubleQe 2025-08-29T17:20Z 9231 followers, 2390 engagements

"Congrats to those who celebrate the power of compounding #Dividends. Your $TOU.TO special dividend is in accounts Aug 20th ready for usage tomorrow. @TourmalineOil #LNG #NaturalGas"
X Link @BubleQe 2025-08-20T05:01Z 9231 followers, 2618 engagements

"@trend_bullish @metzger_ri24956 @Merlice1 $SU & $CVE Lagging here in the bigger world out there. Doesn't pay to be myopic But $CNQ have something the majors don't the lowest break even onshore #Oil assets in North America with ultra long life reserves"
X Link @BubleQe 2025-10-07T18:46Z 9227 followers, 1224 engagements

"@PeteK66669 With NG (LNG) you need egress - material Upstream development is paired with LNG/pipe (LNGC 1&2 Cedar - CGL Ksi Lisms - PRGT). Same for crude out of AB. Either new pipes required for material greenfield or CBR must be economic. ✖Sadly no 'major' greenfield crude pipes"
X Link @BubleQe 2025-10-11T16:56Z 9231 followers, XX engagements

"Flawless return of capital. $ARX.TO pinning the NCIB on the share price pullback. Kudos #TeamTerry"
X Link @BubleQe 2025-10-04T07:46Z 9230 followers, 2786 engagements

"Fantastic strategy & tactics by Waterous/ $SCR.TO. See X & X below here's what happened: 1) Eliminated their #1 TSX competitor ( $MEG.TO). 2) $SCR.TO receive a generous (25+%) 'quick' return on their XX% $MEG ownership forcing $CVE to pay up #Consolidation $GFR.TO"
X Link @BubleQe 2025-10-10T23:31Z 9237 followers, 9845 engagements

"Is $CNQ.TO set to acquire $ARX.TO .63 Bcf/d of LNG supply agreements/MoU's. Decarbonize via hydro powered BC Gas Infra. Contiguous acreage in both AB & BC. Condensate/diluent behemoth. All stock: $CNQ @ $XX $ARX.TO now at $XX. Tweet thread below:"
X Link @BubleQe 2025-09-24T16:36Z 9232 followers, 11.2K engagements

"Very good overview in @trevor_rose_ podcast with $TVE.TO CEO (Brian Schmidt). Discusses $TPZ.TO (royalty & infra) partnership & waterflood advantages in the Clearwater to boost production. As $TVE grows so too does $TPZ.TO royalty (no cost) production"
X Link @BubleQe 2025-10-03T00:14Z 9231 followers, 7234 engagements

"Nice batch of names"
X Link @BubleQe 2025-10-14T16:03Z 9237 followers, 1950 engagements

"$ARX.TO / @arcresources making all the right moves. With XX% of future #NaturalGas to be sold as #LNG $ARX is a grown up company now. Excellent strategy & both business + operational execution (incl. capital projects "Attachie 1") = flawless #Montney"
X Link @BubleQe 2025-03-11T21:02Z 9235 followers, 4275 engagements

"@metzger_ri24956 No I don't think so Rick. I think my time with you is concluding. You're really not offering very much in terms of ideas thoughts or even fun / banter it's mostly just 'how great Rick is' & then you once in a while post that you also own most of the TSX. sneaky"
X Link @BubleQe 2025-10-09T19:03Z 9230 followers, XXX engagements

"Here is your side by side on $TOU.TO deep basin asset vs $PEY.TO as a full company. $TOUs deep basin alone is 2.5x the size of the entirety of $PEY as a company. What happened to $PEY big sunny Or their Montney development plans they communicated Debt $1.4BN happened. 🪦"
X Link @BubleQe 2025-08-23T19:28Z 9232 followers, 5400 engagements

"$CNQ.TO have the highest quality EP Oil assets onshore North America. You'll see why in the not too distant future. The coming years I strongly believe will bode very well for $CNQ set up to dominate having consolidated (again) counter cyclically. #OilSands"
X Link @BubleQe 2025-09-26T02:03Z 9237 followers, 5693 engagements

"It's 2026: ☑LNG Canada X has been FID'd. ☑Ksi Lisims LNG has been FID'd. An incremental 4Bcf/d will be demanded for West Coast #LNG export from the BC Montney. $TOU.TO / @TourmalineOil is BC's largest Gas producer 2Bc/fd) & the X yr growth plan is 'only' 1Bcf/d dry gas"
X Link @BubleQe 2025-09-14T03:43Z 9237 followers, 13.2K engagements

"🔥 $ARX.TO / @arcresources inaugural USGC #LNG exports commence in Q1 2026 - CC Stage X Train X. This gas will receive JKM pricing on .15Bcf/d supply. Other $ARX LNG agreements: ☑ $ARX currently supply Shell .15Bcf/d (LNGC 1). ➡2028 (Cedar LNG). ➡2029 (Sabine Pass/USGC)"
X Link @BubleQe 2025-10-08T01:49Z 9232 followers, 2683 engagements

"@garquake XX% of my equity holdings are taxable holdco/Corp. so taxes matter. $CR.TO rolling into $TOU.TO @ $XX deferring all capital gains & now collecting dividends = perfect into the next several years of LNG but I think we'll see quite a bit more than just the dividend 2026+"
X Link @BubleQe 2025-09-15T23:00Z 9232 followers, XXX engagements

"$ARX.TO I'll continue to maintain buying in the $23's/$24's was a gift. My ACB on shares accumulated was just under $24/sh & now +11% since the pullback. The company loaded up the NCIB / buybacks during this period also excellent Return of Capital opportunity. #Investing"
X Link @BubleQe 2025-10-07T18:08Z 9231 followers, 4279 engagements

"Taking $TOU.TO's figures in their 'real' plan & filling in the blanks $PEY.TO omit given (no plan - "room to grow") this is where these two companies will be 2030/31. Investment Grade @TourmalineOil will be selling lots of Gas into premium markets including #LNG (JKM & TTF)"
X Link @BubleQe 2025-08-26T23:15Z 9231 followers, 2447 engagements

"@RazorOil $SCR (given Routine Shutdown/ post TA Flush production) also showed MoM declining production at one asset (Tucker). But $MEG.TO now with declining production at Christina Lake cements @EnergyInvest0r's astute point below. Twins :)"
X Link @BubleQe 2025-10-09T17:42Z 9237 followers, 1146 engagements

"You will see increasing appetite in Alberta re: Data Centres powered by #NaturalGas. Be positioned accordingly. $TOU.TO $CPX.TO $PPL.TO"
X Link @BubleQe 2025-10-03T18:26Z 9232 followers, 2262 engagements

"@StephenKalil It's not the transaction I'd like to see for $ARX.TO I think it's well suited in 2-3 parts: $TOU.TO - NEBC South Montney. $CNQ.TO - AB Kakwa/Karr (and Attachie). $COP - NEBC Attachie $ARX.TO & $WCP.TO is getting onto a merger of equals"
X Link @BubleQe 2025-09-10T16:03Z 9231 followers, XXX engagements

"Within X years given development portfolios of both $ARX.TO (Attachie) & $WCP.TO combined entity would be: ☑Investment Grade. 🔥 1MM boed producer. 🔥Largest publicly traded #LNG supply gas (and marketing) in Canada. With $VRN.TO / $WCP.TO merger $ARX & $WCP are now peers"
X Link @BubleQe 2025-09-10T15:59Z 9227 followers, 1443 engagements

"@Merlice1 @ysteve747 @RazorOil The only non JV partner / Canadian producer with a long term gas supply contract to sell molecules into LNG Canada to Shell is $ARX.TO. Contract is AECO + (premium) contract & won't command JKM prices. $ARX's 1st USGC LNG agreements commences next year (Cheniere). QE Grok"
X Link @BubleQe 2025-07-07T21:33Z 9231 followers, XXX engagements

"@trend_bullish @ErnestWongBWM + $X AECO. $CNQ is Canada's second largest gas producer. They supply their own gas required for Oil Sands internally & market the rest. Costs rise as gas prices rise when input gas is bought on market for power/steam generation $CNQ avoid all this"
X Link @BubleQe 2025-10-15T22:47Z 9237 followers, XXX engagements

"@trevor_rose_ 11) If Mike can discuss $TOU.TO's 'lowest cost' gas weighted asset(s) - full/half cycle with production volumes* *There is a narrative that $PEY have the 'lowest cost assets'.(but only on production of 120Kboepd) & limited growth. $CNQ $TOU & $ARX have lower cost gas assets"
X Link @BubleQe 2025-09-19T22:46Z 9232 followers, XXX engagements

"$TOU.TO has a nice 9+% X month lead over other Canadian Gas weights such as $PEY.TO. $ARX.TO down XXXX% in the last month my recent accumulation shares are up 8%. $TOU $CNQ & $ARX have inked #LNGSupply agreements. $PEY is much too small & not Investment Grade for LNG"
X Link @BubleQe 2025-09-23T21:40Z 9232 followers, 3285 engagements

"$IMO "Restructuring". "The restructuring will use a rigorous transition process and is expected to reduce employee roles by approximately XX% by the end of 2027" The $330M is pretty clearly mostly for layoff packages in Q3"
X Link @BubleQe 2025-09-29T23:43Z 9231 followers, 3369 engagements

"@metzger_ri24956 @VanIsleInvestor @Merlice1 I post my Energy portfolio quite regularly. pick & choose which names you wish to benchmark & with the weights accordingly. Have fun with that your focus on $SU vs. $CNQ is between you & you only. If you wanted an integrated $IMO your $SU. I don't invest in Integrateds"
X Link @BubleQe 2025-10-07T03:06Z 9231 followers, XXX engagements

"@littledatalarry Good point. I meant this but didn't specify. It all comes down to shareholders. $MEG.TO board (with low insider ownership) could be perceived as putting their own interests first. Currying up to $CVE as they know they'll be eliminated in the Waterous led $SCR board"
X Link @BubleQe 2025-10-08T17:02Z 9231 followers, XXX engagements

"@garquake Yep the below is now materializing. $META $PPL.TO ( $PBA ) & Kineticor"
X Link @BubleQe 2025-10-03T21:38Z 9227 followers, XXX engagements

"Here is your side by side between $TOU.TO & $PEY.TO with respect to production growth XX years (2010-2025). Both companies ended 2020 with 23kboepd production - 'neck & neck' peers. Compare $TOU.TO's X year growth plan to 850k. To $PEY's 'flimsy' attempt at a 'growth' plan"
X Link @BubleQe 2025-08-26T22:58Z 9231 followers, 7414 engagements

"@JamesJstuartb Who can grow Both $BIR & $PEY are top X gas producers neither has grown production organically in X years. Lots of drilling but mostly to offset declines. Both their growth came from acquisition repsol & encana not really adding new material volumes. =Zero sum"
X Link @BubleQe 2025-08-20T02:06Z 9235 followers, 2494 engagements

"@BrockWarkentin @TELUS No thanks. 1/2 ) I prefer the direct equities vs. funds (with mgmt fees). But they can work quite well for most. 2/2) I need 'eligible' dividends as 80+% of my investments are non tax sheltered - distributions / ineligible divs are treated differently to eligible in Canada"
X Link @BubleQe 2025-10-08T18:54Z 9235 followers, XXX engagements

"@metzger_ri24956 @VanIsleInvestor @Merlice1 Youve not been watching closely enough otherwise youd be sitting on more winners in your hobby portfolio $CPX $SCR are a few from this year along with all the midstream / infra you missed out on obsessing over how great you are"
X Link @BubleQe 2025-10-07T23:19Z 9236 followers, XXX engagements

"Couple of nice top picks from Greg Newman: $TOU.TO / @TourmalineOil $KEY.TO / @KeyeraCorp"
X Link @BubleQe 2025-09-25T18:43Z 9232 followers, XXX engagements

"@JamesJstuartb @TELUS I've held in the past along with a few other REIT's . will revisit here very shortly. As aforementioned I harvested capital gains recently in many Midstream/Infra + $SCR.TO + $TD.TO that have performed excellent through 2025 ( averaged nearly 35-40%). Starting to deploy now"
X Link @BubleQe 2025-10-08T18:37Z 9235 followers, XXX engagements

"@BrockWarkentin @Rory_Johnston Necessity is the mother of invention. Low Oil prices are not a death knell for high quality producers on the contrary it's the opposite. These are the times & windows to get even stronger"
X Link @BubleQe 2025-10-15T16:21Z 9232 followers, XX engagements

"@NotFreeCashFlow @TourmalineOil This is why owning Infrastructure prudent risk mgmt & having that marketing reach is key in this segment. Storage Marketing & hedging $TOU.TO aren't selling gas for $X Investment Grade $TOU's & $ARX.TO will increasingly sell more gas as LNG $ARX have .6Bcf/d LNG contracted"
X Link @BubleQe 2025-08-02T16:20Z 9232 followers, XXX engagements

"$TOU.TO in 2030 $PEY.TO in 2030"
X Link @BubleQe 2025-09-25T20:51Z 9232 followers, 5377 engagements

"@Kevin_AGraham @EnergyInvest0r @AssetTraveller @mythmakrr I recently sold a big chunk of my $KEY.TO in a round of profit taking. @Kevin_AGraham in a way $TOU.TO multiple is becoming like a value midstream with tier X gas inventory to fill new / vast plants. Add in a $TPZ.TO weight to collect any WIs on the plants & royalties"
X Link @BubleQe 2025-08-23T00:03Z 9231 followers, XXX engagements

"Yes. As aforementioned (and shared most of my accumulation posts) + an oversized position. $PPL.TO was a resounding 'buy'. #Investing #EnergyInfrastructure"
X Link @BubleQe 2025-10-03T18:23Z 9236 followers, 1784 engagements

"Today's adds: ☑ $TOU.TO ☑ $ARX.TO #Investing"
X Link @BubleQe 2025-09-30T22:13Z 9231 followers, 3342 engagements

"@tommacinnis Celebrating a 50+% capital appreciation on a X month investment. 🔥 $SCR.TO"
X Link @BubleQe 2025-10-11T00:19Z 9230 followers, 1196 engagements

"The $TRP $SOBO spin out was sublime buying opportunity of a lifetime. Be good to see $CVE divest more downstream and consolidate more upstream"
X Link @BubleQe 2025-09-22T23:25Z 9228 followers, 4470 engagements

"$CNQ $CNQ.TO up 9+% in the last month & even more from the low. If you add the X% #Dividend Yield on cost equates to a 14-15% total return for those who accumulated at those prices. #OilSands #Investing"
X Link @BubleQe 2025-09-18T16:25Z 9231 followers, 5137 engagements

".and $TOU.TO set to raise another $201M in cash as they monetize 8M $TPZ.TO shares. This is now $272M (given the recenty NEBC royalty). Link to PR: Continue to watch this space - (NEBC Montney / West Coast LNG)"
X Link @BubleQe 2025-10-08T20:42Z 9237 followers, 5264 engagements

"I maintain $ARX.TO in the $23's & $XX will be a gift. Already 8+% on the ACB for this batch of adds. #LNG #CanadianLNG #Consolidation"
X Link @BubleQe 2025-09-23T15:15Z 9234 followers, 6786 engagements

"In 2030 I may peel off some $TOU.TO shares to design a room like this. #Investing #LNG $SHEL"
X Link @BubleQe 2025-10-08T01:55Z 9231 followers, 4582 engagements

"So basically $MEG.TO rejected $CVE's "Best & Final Offer". ❌ Now $CVE's "Best & Final offer" has been improved. ☑ Back to the well & over to $SCR.TO to respond. The saga continues in Canadian Energy :) #Consolidation"
X Link @BubleQe 2025-10-08T16:26Z 9231 followers, 3202 engagements

"@metzger_ri24956 Suncor/CNQ is so boring though Rick. Oil is stale.not much gonna happen there. See here #LNG is now starting to take shape (as expected). Position accordingly & have fun"
X Link @BubleQe 2025-09-16T01:17Z 9237 followers, XX engagements

"@Merlice1 A poem titled " Rick's Suncor " by QE: "Down and down $SU goes where it stops no-one knows. Capital Power lives up to its name exhibiting power putting Suncor to shame". The end. @Merlice1 you know i'm XXX% just jesting/playing around for fun all respect ok :)"
X Link @BubleQe 2025-10-08T16:18Z 9237 followers, XXX engagements

"Today's adds: ☑ $ARX.TO / @arcresources #CanadianLNG #LNG"
X Link @BubleQe 2025-09-10T16:25Z 9231 followers, 6623 engagements

"$TD.TO $TD has been excellent. Have exited in full: XX% return including dividends. I feel CAD banks here are more than fairly valued. Thank you"
X Link @BubleQe 2025-10-03T17:38Z 9236 followers, 6701 engagements

"@PeteK66669 'buy' vs 'build' offers a material risk reduction advantage 'immediate production' vs. waiting 5-10 years fraught with risk & 'zero sum' - not adding new production into a to be 'full' pipeline system for export. $CNQ / AOSP set up is prime: Mine Upgrade Refine all intra-AB"
X Link @BubleQe 2025-10-11T16:59Z 9232 followers, XXX engagements

"Today's adds (2/x): $PPL.TO / @PembinaPipeline Locked in a XXX% #Dividend Yield on Cost on these shares. #EnergyInfrastructure #LNG #NaturalGas"
X Link @BubleQe 2025-08-11T18:05Z 9231 followers, 5789 engagements

"@metzger_ri24956 @VanIsleInvestor @Merlice1 + $TD.TO Rick. you missed my adds / accumulation & then sale on that one. Same applied to $BMO.TO & $MFC.TO (I did sell way too early) & $SLF.TO (2x). Not watching closely enough obsessing over old refiners :)"
X Link @BubleQe 2025-10-08T19:54Z 9233 followers, XXX engagements

"@BOEReport I think $BIR need to do something bigger. Production has been flat for a decade 78kboepd. Buy assets from $KEL.TO or see if Mike/ $TOU.TO would part with the Peace River assets (Pouce Coupe). No outlook nor plan to do much for shareholders nor has in 10+ yrs"
X Link @BubleQe 2025-08-13T23:12Z 9235 followers, XXX engagements

"@JamesJstuartb @TourmalineOil Yep very much like the company. For me need to have 'material' NEBC / Montney exposure and capability to materially supply gas to the West Coast for LNG. Only $TOU.TO $ARX.TO & $CNQ.TO (and $OVV) have this capability presently"
X Link @BubleQe 2025-10-01T15:54Z 9232 followers, XXX engagements

"@JamesJstuartb @TourmalineOil I prefer $ARX.TO even for those reasons. Condensate trades at a premium to EDM Light Oil in Canada & materially higher than WCS benchmark. $ARX is the largest condensate producer in Canada"
X Link @BubleQe 2025-10-01T15:56Z 9230 followers, XXX engagements

"Using the (EP %) of the Petronas LNG / EP sale in BC the figures are approx 87500 pfb Source: @JamieHeard5. Can see the strategic advantages of consolidating the BC Montney ('cheaply' but fairly for small co's) whilst growing lucrative production into LNG. $TOU.TO"
X Link @BubleQe 2025-10-03T22:00Z 9232 followers, 2277 engagements

"Now that $WCP.TO / $VRN has concluded a next logical merger is as follows: $ARX.TO + $WCP.TO ☑Liquids rich #Montney behomoth ☑800kboepd production ☑Consolidate Kakwa/Karr AB Montney ☑800 mmf/d #LNG agreements ☑Near "net zero" Senior Inv. Grade producer #Consolidation"
X Link @BubleQe 2025-09-10T15:55Z 9230 followers, 12.7K 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 @BubleQe 2025-10-08T22:40Z 9230 followers, 2520 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 @BubleQe 2025-10-08T18:08Z 9235 followers, 6117 engagements

"$PPL.TO now up 7+% in the last month. Sub $50/sh was a gift. #Investing"
X Link @BubleQe 2025-09-24T15:20Z 9230 followers, 5153 engagements

"@JamieHeard5 Nice breakout Jamie (Plant/LNG vs. Upstream). Let's use those figures on proforma ( $TOU.TO) EP production & using the Upstream part of the deal as a comp. 850000 boepd x $87500 pfb = $74.38BN. 400M S/O. =$186/sh. TLDR BC Montney producers = Cheap"
X Link @BubleQe 2025-10-03T21:51Z 9232 followers, 2767 engagements

"$TPZ.TO $TOU.TO assembling the jigsaw pieces. Watch this space. "The Oak Tree sleeps in the acorn". #Investing"
X Link @BubleQe 2025-09-30T22:07Z 9231 followers, 5333 engagements

"Split the KKR stake as follows: XX% $PPL.TO XX% $TPZ.TO $PPL.TO continue to operate. $TPZ.TO passively clip the cash flows from these (world class) gas infra assets whilst doubling the company size"
X Link @BubleQe 2025-10-01T21:46Z 9231 followers, 2472 engagements

"$TOU.TO in the mid $50s was a gift. Stock is now up XX% since plus the base +special dividends. My ACB on shares accumulated on the ER / growth plan sell off $57/sh which is a bit lower than my $CR.TO conversions. Thank you. 🙏🏻 #LNG $SHEL"
X Link @BubleQe 2025-09-25T21:03Z 9232 followers, 3054 engagements

"See below @trevor_rose_ interview with Mike Rose 🔥 $TOU.TO / @TourmalineOil"
X Link @BubleQe 2025-10-09T15:17Z 9231 followers, 6394 engagements

"In Natural Gas supply terms this project (4 trains 24mtpa) is about 3.2Bcf/d of gas supply required once it is in service. . "for 40-60 years". #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
X Link @BubleQe 2025-08-07T17:51Z 9232 followers, 3451 engagements

"@metzger_ri24956 @VanIsleInvestor @Merlice1 I'm very comfortable with where Natural Gas / LNG will be in the coming years. Call it a 'competitive advantage' an 'edge' 'circle of competency' Rick. Refining not for me I don't care where the share prices go. there are countless 'winners' in the market all sectors"
X Link @BubleQe 2025-10-07T16:55Z 9231 followers, XXX engagements

"@ridgereaper8U2 Little bit of both. was a TC Spin out & I added some more on the pullback. it ran up quite nicely & felt: a) The yield is a bit rich for their DCF (Distributable). b) Other opportunities - EP's ( $TOU $ARX) + $PPL etc"
X Link @BubleQe 2025-09-15T20:18Z 9236 followers, XXX engagements

"$PPL.TO now up XX% since the accumulation period ACB. Sometimes the market offers us gifts accept them. #Investing"
X Link @BubleQe 2025-10-03T18:29Z 9227 followers, 2031 engagements

"Full $ARX.TO / @arcresources insider buys this week. Notes: ☑ $ARX supply .15 Bcf/d of gas into LNG Canada Phase X (agreement with Shell). ☑ $ARX Cheniere agreement (USGC) JKM commences in 3-6 months. ➡LNG Canada Phase X is a 'when' not a 'if'. #TeamTerry #CanadianLNG"
X Link @BubleQe 2025-09-13T00:42Z 9231 followers, 2327 engagements

"I've decided to continue to free up more capital ready for new opportunities as presented. Have taken profit on XX% of both $ENB.TO & $TRP.TO the yields have materially come down/share price up. "Portfolio Mgmt". Both core the rest will compound indefinitely. #Investing"
X Link @BubleQe 2025-08-20T19:20Z 9237 followers, 8349 engagements

"I'm a huge #TeamMike proponent $TOU.TO are becoming world class. But here is an example of what can change in one move by $CNQ.TO / $CNQ. Note this is Natural Gas only add in: -Largest #Montney producer. -Largest Condensate producer. -Fully vertically integrated (gas/C5)"
X Link @BubleQe 2023-09-09T02:22Z 9237 followers, 76.5K engagements

"$T.TO / @TELUS Source: @BNNBloomberg"
X Link @BubleQe 2024-12-04T20:41Z 9236 followers, 7273 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 @BubleQe 2025-10-03T21:07Z 9227 followers, 2462 engagements

"@tommacinnis Shareholder returns not what what was returned on the $MEG.TO purchased shares. $MEG shareholders should also be thankful stock was sub $XX when $SCR announced the bid & started the year $24/sh. Nice returns for all involved. Be well"
X Link @BubleQe 2025-10-11T00:37Z 9230 followers, 1031 engagements

"Have also started my accumulation in $T.TO today. See below from the brilliant @AssetTraveller 👇"
X Link @BubleQe 2025-10-08T19:58Z 9230 followers, 3048 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 @BubleQe 2025-09-22T14:31Z 9232 followers, 3735 engagements

"$TOU.TO now up XX% since recent lows. The show is just beginning. ☑Phase X LNG Canada. ☑Ksi Lisims LNG. All supplied out of the BC Montney where $TOU is by far Canada's largest producer by a country mile. #TeamMike #CanadianLNG #LNG"
X Link @BubleQe 2025-09-16T16:47Z 9231 followers, 5601 engagements

"@VanIsleInvestor ❌Pacific Canbriam will supply Woodfibre LNG (that's all). ❌ $CNQ acquired Storm. ❌Shell have neither the production nor inventory for Phase X (LNGC). ❌Roughly Same for PetroChina (Shell Groundbirch JV). It comes down to: $TOU.TO $ARX.TO $CNQ.TO $OVV/Mitsubishi & Petronas"
X Link @BubleQe 2025-09-16T02:44Z 9232 followers, 1178 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 @BubleQe 2025-07-10T04:45Z 9231 followers, 1633 engagements

"The closest $PEY.TO get to having X more years of 'Tier X Natural Gas inventory' is when they set up their booth near the $TOU.TO & $ARX.TO booths at the Josef Schachter "Catch the Energy" Conference. #NaturalGas #LNG"
X Link @BubleQe 2025-08-26T17:50Z 9231 followers, 9749 engagements

"@TheWiseIC I've exited in full. Was a fantastic run/return against the grain contra the herd. I don't sit in a name too long that moves from a X% div yield to a XXX% even with a div increase. Can roll that capital into higher yielding & capital appreciation vehicles. @AssetTraveller"
X Link @BubleQe 2025-10-03T17:37Z 9231 followers, 7086 engagements

"@VanIsleInvestor $COP's NEBC Montney is primarily a liquids/condensate Asset. (Inga/Bernadet) akin to $ARX.TO Attachie. Older Map (much consolidation since). - $TOU.TO & $CNQ.TO. $KEL Oak production / infra is very small & missed the window to develop it. (elected to develop Wembley)"
X Link @BubleQe 2025-09-16T02:46Z 9232 followers, XXX engagements

"Has been more consolidation in this greater Groundbirch region since Aug 2024. However I've highlighted the $TOU.TO pipeline that runs from the future $TOU Groundbirch deep cut plant through Shell's acreage to TC Meter station. This is ground zero for LNG Canada supply gas"
X Link @BubleQe 2025-09-25T16:28Z 9232 followers, 3209 engagements

"$CPX.TO / @CapitalPower share price now starting to match the business moves (incredibly accretive US Gas Power Plant acquisitions) & new contracts. Add the #Dividend & looking at a XX% total return in the last X months - X year. Core hold for me add on dips. #Investing"
X Link @BubleQe 2025-10-01T15:33Z 9235 followers, 5203 engagements

"$CPX.TO is officially a 'double' now in my portfolio with some very generous dividends along the way. The NG/Power/AI Data Centre theme is real folks. Be positioned accordingly. Thank you Mr. Market"
X Link @BubleQe 2025-10-03T18:40Z 9232 followers, 2823 engagements

"@CardyTruster @TELUS $BMO I bought on a major pullback accumulated then held & eventually took profit as the yield thinned out. The stock continued to run though I exited too early but did make for a nice (low risk / high reward) gain. "Low Risk" is key. @AssetTraveller"
X Link @BubleQe 2025-10-08T20:03Z 9235 followers, XXX engagements

"AECO Spot Gas prices are mere pennies Alberta "pure play Deep Basin" Nat Gas $PEY.TO is starting to reflect this reality:"
X Link @BubleQe 2025-09-15T20:21Z 9231 followers, 4867 engagements

"From $ARX.TO's Operations Update. As expected Attachie start up / ramp up issued resolved & hitting prolific figures for Condensate yield at this asset. Note the guidance around Attachie Phase X FID (paired with the 2026 Capital Budget in November 1-2 months). World class"
X Link @BubleQe 2025-09-27T03:55Z 9230 followers, 4509 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 @BubleQe 2025-09-26T01:48Z 9232 followers, 2167 engagements

"Today's adds: ☑ $TOU.TO / @TourmalineOil Will continue to accumulate +/- $60/sh. Investment time horizon = 5+ years (2031-2032). #LNG #NaturalGas #Power #CanadianLNG"
X Link @BubleQe 2025-10-10T16:23Z 9237 followers, 2782 engagements

"Congrats to those who appreciate #Dividends. Some nice payouts in the accounts today accessible after the weekend. ☑ $TOU.TO $TPZ.TO $PPL.TO"
X Link @BubleQe 2025-09-27T15:56Z 9232 followers, 3444 engagements

"See below. $ARX.TO 👇🏻"
X Link @BubleQe 2025-09-12T00:10Z 9230 followers, 2452 engagements

"@VanIsleInvestor $ARX selloff was a gift unfounded hysteria can be a good friend. The $CNQ well however is the most impressive in my mind give that its DEC 2024 on production & even with declines its massive. Could see some nice results here soon with $TOU Monias (former Crew)"
X Link @BubleQe 2025-09-27T22:28Z 9231 followers, 1102 engagements

"@VanIsleInvestor @Josh_Young_1 Oil is pressed. Im more in the Sankey camp but not quite as extreme. Think $XX USD bbl is a fair price here in the near term. Many folks are perma bulls but select equities still generate great cash flows at $XX which is around $XX adjusted for a few years inflation"
X Link @BubleQe 2025-10-10T16:55Z 9231 followers, XXX engagements

"re: Cedar LNG expansion. Will be a 3.75Mta export project requiring .5Bcf/d of supply gas. $ARX.TO have an MoU to supply .2Bcf/d of the project which was originally half. Let's see whom will supply the remaining .3Bcf/d.💡 $PPL.TO"
X Link @BubleQe 2025-09-24T04:56Z 9230 followers, 2368 engagements

"Buying $CNQ.TO on pullbacks (in my view) has consistently been an effective way to lock in both the highest/growing Dividend Yield on Cost + cement unrealized capital gains. Accumulating $CNQ on pullbacks offered a now 32+% return including divs on shares purchased. #Investing"
X Link @BubleQe 2025-10-09T17:37Z 9237 followers, 3299 engagements

"I exited $KEL.TO a few years ago no dividends. Well run company a bounty of resource but light on infrastructure (awaiting the 3rd party CSV Albright Plant to be built so as to process/ship more production). IMO Strategically: Oak Development should be priority #1 (NEBC)"
X Link @BubleQe 2025-10-14T18:39Z 9231 followers, XXX engagements

"Never doubt #TeamTerry . $ARX.TO 👇🏻"
X Link @BubleQe 2025-09-12T20:47Z 9230 followers, 3331 engagements

"The XX XX & XX month AECO strip is now $3/gj. Expect to see the XX month AECO strip lift in the coming weeks+Nov 2025- Mar 2027 average $3.50-$4/Mcf. Given LNG demand draws may be prudent to balance hedging %'s (35%) to maximize marketing. $TOU.TO $TPZ.TO $ARX.TO $CNQ.TO"
X Link @BubleQe 2025-10-09T23:30Z 9237 followers, 2629 engagements

"Here is a map forgive the arrows. I believe an excellent transaction would be to swap $TOU.TO Tower (former $CR.TO) for $ARX.TO Septimus which is fully contiguous to Tourmaline's core Septimus/Groundbirch asset. See $ARX Tower (Montney) this is core for ARC (Oily asset"
X Link @BubleQe 2025-09-14T02:32Z 9227 followers, XXX engagements

"$TOU.TO Investment Grade XX year Growth Track record X year Growth plan (into BC LNG) & a top X Midstreamer in Canada. $PEY.TO has been left behind hemmed in at the Deep Basin with 1/3rd $TOU's production even at that asset & $1.2+BN & X% FCF (EV) yield paying a X% Div"
X Link @BubleQe 2025-08-26T23:05Z 9231 followers, 1508 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 @BubleQe 2025-09-12T16:31Z 9237 followers, 20.5K engagements

"The 2nd point below has materialized $TOU.TO sold a royalty on the Groundbirch acreage. I do expect $TPZ to take a WI in both the acquired $SCR Groundbirch plant and the new $TOU deep cut (big) plant(s) when it shakes out. Next up . LNG supply agreements. #Phase2 $SHEL"
X Link @BubleQe 2025-08-26T02:31Z 9232 followers, 2229 engagements

"For Oilers (equities) - $CNQ $SU $WCP.TO $SCR.TO etc it's a very simple formula. -Collect the dividends -Accumulate on big pullbacks -Wait patiently & let time do the work For non div payers - watch Capital allocation closely ( RoC / Buybacks CapEx) 🦅 #Investing #OilSands"
X Link @BubleQe 2025-09-05T15:49Z 9235 followers, 5082 engagements

"From Mike on @inthemoneypod episode released today illustration below is on par with discussion. ☑Growing base dividend 4-5% (relative to the share price). ☑Increased discretion given higher reward for capital allocation (Gas Growth given demand). $TOU.TO / @TourmalineOil"
X Link @BubleQe 2025-10-14T19:18Z 9237 followers, 5771 engagements

"@garquake $CNQ.TO was a no brainer buy in the $30's. mid $30's was a gift. Up nearly XX% with the dividend on shares accumulated then. No need to get cute & go down cap I think here in Energy"
X Link @BubleQe 2025-09-24T16:58Z 9231 followers, XXX engagements

"$TOU.TO with X additional acquisitions in the last X yrs: ☑Crew ☑Saguero ☑Todd ☑Strathcona $COP & $ARX's Inga/Attachie assets are primarily condensate assets (not dry gas). "Dry" gas is required for West Coast LNG export. The NEBC #Montney is nearly fully consolidated"
X Link @BubleQe 2025-10-03T17:58Z 9237 followers, 6157 engagements

"Will be quite obvious in hindsight IMO (like $TOU.TO accumulation in the mid $50's not so long ago). $ARX.TO in the $23's / $XX I feel was a gift. Good to see a nice round of insider buys who also agreed same with $TOU on the pullback. #LNG #CanadianLNG #Montney"
X Link @BubleQe 2025-09-18T16:16Z 9227 followers, 6425 engagements