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@RazorOil "What makes Meg Energy valuable for potential acquirors"
@RazorOil on X 2025-07-24 04:12:54 UTC 15.8K followers, 3491 engagements

"@NuggetCapital he really wanted $meg.to tho"
@RazorOil on X 2025-07-24 01:10:23 UTC 15.9K followers, XXX engagements

"@CBarnahan CVE owns and operates a much larger adjacent asset at Christina Lake with better operations and higher RLI. $meg.to surface facilities could be valuable to accelerate development in this region"
@RazorOil on X 2025-07-26 04:49:53 UTC 15.8K followers, XX engagements

"Meg Energy $MEG.TO is valuable b/ we won't see another green field project at this scale online in the next XX years. Reminder: to produce the current 100000 bbl/d of oil MEG generates about XX Million barrels of steam annually to be injected to reduce the viscosity of the oil so it can be drained by gravity. These facilities are extremely valuable and rare.🫡🪒"
@RazorOil on X 2025-07-10 02:44:32 UTC 15.9K followers, 9109 engagements

"Discussed Vermilion Energy $VET.TO $VET asset sale and further on $MEG.TO Meg Energy value proposition to better understand the importance of SOR on economics considering $SCR.TO offer. Cheers 🫡🪒"
@RazorOil on X 2025-05-24 11:38:46 UTC 15.9K followers, 5947 engagements

"Everything you need to know about $TOU.TO Tourmaline Oil under XX min Canadas largest Natural Gas producer link first comment 👇🫡🪒"
@RazorOil on X 2025-06-01 14:02:28 UTC 15.9K followers, 10.8K engagements

"$60k/flowing is too low $80k/flowing is acceptable. $MEG.TO $SCR.TO 🫣🪒"
@RazorOil on X 2025-05-19 16:51:21 UTC 15.9K followers, 9731 engagements

"The market is a self-correcting mechanism that rapidly integrates all available data. Oil executives understand this so I believe no oil executive will be incentivized to expand their capital programs in 2026. If Brent closes green on Monday the market will signal that future supply may not meet future demand. Low cost of supply barrels is the only way to invest longer term in the sector. 🫡🪒"
@RazorOil on X 2025-07-05 15:32:58 UTC 15.8K followers, 6476 engagements

"I've been called a donkey on this platform. Also apparently "thermal engineers" are very slow relatively to finance bros.this is an attempt to offend me but likely offends many smart ppl that revolutionized the energy sector in Canada currently producing X% of world's supply. Regardless though lets address the importance of SOR geology quality with relation to reserves. Lets say the yellow zone (in the toe area) is non-permeable barriers/ heterogeneous zones meaning you have the reserves in green above it but how are you going to recover that oil if the wells can't physically reach the oil in"
@RazorOil on X 2025-07-14 15:04:59 UTC 15.8K followers, 2923 engagements

"Everything you need to know about Meg Energy $MEG.TO under XX min in the first comment🫡🪒"
@RazorOil on X 2025-05-31 12:23:03 UTC 15.8K followers, 8487 engagements

"US heavy oil production is about X% of its overall production (98% light/medium oil) thus heavily relies on for imports of heavy crude aka XX API. Current imports close to 3mm bbl/d mainly imported via Enbridge mainline to Midwest PADD X where a lot of Canadian owned refining is taking place. 🤝🫡🪒"
@RazorOil on X 2025-07-03 12:11:02 UTC 15.8K followers, 2491 engagements

"What makes companies like Athabasca Oil $ATH.TO and MEG Energy $MEG.TO so valuable Low cost Low decline FROM START is not just a gimmick statement and applicable to these names. X well-pair steam chambers coalescence in SAGD numerical model visualization of heat transfer and chamber development seen below. One could easily see that when the steam chamber growing vertically no decline in oil rate should be expected as more and more oil drains by gravity towards the producer. If no decline there is no need to drill new wells for prolonged period of time resulting in lower cost. 🫡🪒"
@RazorOil on X 2025-06-18 12:12:31 UTC 15.8K followers, 5249 engagements

"After XX years of continues production ramping up towards 31.5k bbl/d initially and heading towards 100k bbl/d this decade $MEG.TO Meg Energy cumulative recovery factor on their project area is currently at about 10-11% (9% as of Dec 31.2023) meaning close to XX% of the oil is still to be recovered lol 🫡🪒"
@RazorOil on X 2025-07-06 12:30:00 UTC 15.9K followers, 6052 engagements

"$ATH.TO Q2 update: expected production was 38.6k bbl/d delivered 39k bbl/d ✅ ; capital spending expectation was $86mm actual $73mm ✅ expected FFO/share $XXXX actual $XXXX ✅reported as AFF/share. Current share count at about 504mm (good work) debt -$200mm +$304mm in cash. Anything else noticeable Thanks 🫡🪒"
@RazorOil on X 2025-07-24 23:23:11 UTC 15.8K followers, 6103 engagements

"@StirlingSutton @chooseyourwow @HFI_Research the lowest cost of supply value proposition is intriguing"
@RazorOil on X 2025-07-24 14:46:06 UTC 15.9K followers, XX engagements

"Perhaps I don't follow the right people on X wrt the $MEG.TO situation but I see basically zero discussion regarding the fact highlighted below. Seems like an important deadline and its this Monday lol Credit: Financial Post -Meghan Potkins 🫥🪒"
@RazorOil on X 2025-07-25 22:10:27 UTC 15.8K followers, 6140 engagements

"Made a Tourmaline Oil $TOU.TO video. Indeed an amazing company especially for NG bulls and yet can't decide if this exposure to AECO in 2026 is a net positive or negative for them can't decide. Let me know your thoughts. 🫡🪒"
@RazorOil on X 2025-06-01 21:28:32 UTC 15.8K followers, 8730 engagements

"Guys 🤯🤯🤯🤯🤯🤯🤯🤯🤯 $meg.to $scr.to guys Fukkkkkkkkk🫣🪒"
@RazorOil on X 2025-05-16 04:11:01 UTC 15.9K followers, 22.1K engagements

"Strathcona $SCR.TO MEG Energy $MEG.TO merger offer via @YouTube 🫡🪒"
@RazorOil on X 2025-05-16 19:07:34 UTC 15.9K followers, 7883 engagements

"Fun fact: My former employer ConocoPhillips invented the commercial LNG business in 1950s. Good job🫡🪒"
@RazorOil on X 2025-07-03 17:53:21 UTC 15.8K followers, 1729 engagements

"$NVA.TO vs. $TOU.TO XXX yr performance with both avg annual total return at roughly XX% 🤔🪒"
@RazorOil on X 2025-05-31 21:07:28 UTC 15.8K followers, 2461 engagements

"Canadas most valuable asset. ENBRIDGE MAINLINE3 million bbl/day to Midwest . No such pipe coming from the gulf east or west not even close. Despite what you hear Canada is indeed an energy superpower. 🫡🪒"
@RazorOil on X 2025-07-01 12:14:31 UTC 15.9K followers, 9115 engagements

"Devon $DVN stock price same as 2004. Big mistake exciting Canada -selling Jackfish to CNRL $CNQ.TO as it is indeed a great asset. I can't stress enough how valuable the infrastructure is and how unlikely we see any new green field projects at this scale for the next decade. Current production ranges between 110k-120k bbl/d SOR 2.5-2.6 geographically not too far from Christina Lake thus the relatively low SOR and great operational execution. Good job. 🫡🪒"
@RazorOil on X 2025-07-18 18:53:16 UTC 15.8K followers, 8698 engagements

"500 MILLION BARRELS Kudos to the amazing team at ConocoPhillips for reaching this remarkable milestone I'm thrilled to have contributed by modeling and advancing one of Surmont's top infill wells an absolute gusher aided by exceptionally clean geology. The collective brilliance at this company is truly inspiring and there's so much to celebrate. Surmont's journey has been long with decades of growth potential ahead. Outstanding work everyone 🫡🪒"
@RazorOil on X 2025-07-14 22:50:00 UTC 15.9K followers, 2270 engagements

"@Gary79699215 @VanIsleInvestor when it comes to assets quality from a technical perspective: $ATH.TO $SCR.TO"
@RazorOil on X 2025-07-25 16:58:58 UTC 15.8K followers, XXX engagements

"Canada oil is Alberta oil. XXX BILLION barrels to go80% of it cant be mined. #SAGD 🫡🪒"
@RazorOil on X 2025-07-17 15:28:44 UTC 15.9K followers, 4556 engagements

"The Mar-25 reported monthly OIL production rate for $MEG.TO MEG ENERGY CORP. MEG Christina Lake Regional Project was 104616 bbl/d. Previous month oil production was 101510 bbl/d yielding change in production oil rate of +3%. Source: Alberta Department of Energy and Minerals (AEM) the Alberta Energy Regulator(AER) calculations by @razoroil for non-commercial purposes.🫡🪒"
@RazorOil on X 2025-04-27 14:14:43 UTC 15.8K followers, 4244 engagements

"Congratulations to $SLB for closing the ChampionX deal. Wont be surprised to see more activity in the niche chemical applications space. Huntsman $HUN and $DOW come immediately to mind for some reason. My experience with industrial chemicals mainly focused on EOR related products like solvents additives surfactants and foaming agents.🫡🪒"
@RazorOil on X 2025-07-18 22:32:05 UTC 15.8K followers, 1838 engagements

"There is this strange narrative on X suggesting $MEG.TO Meg Energy ppl don't know what they are doing. In my view and I know many that work there personally these are some of the top technical talent folks in our industry. They did a very good job developing the asset cutting costs and emissions and running one of the most efficient operations in the world when it comes to SAGD ops. Please see the net pay isopach map below how the pads were developed as they efficiently exploited their resource with good long range planning. Currently one of least energy intensive thermal assets in Canada"
@RazorOil on X 2025-07-12 00:19:18 UTC 15.8K followers, 8174 engagements

"Great companies $TOU.TO and $ARX.TO but a tough YTD performance with arc flat and tourmaline down -X% ☹🪒"
@RazorOil on X 2025-07-23 15:46:08 UTC 15.8K followers, 4017 engagements

"@NuggetCapital Cuz they run a Clearwater marten hills business with very low cost of supplythe deep basin been always a challenge wrt costs but X/Twitter LNG Xpertz never tell us that"
@RazorOil on X 2025-07-24 12:18:44 UTC 15.8K followers, XXX engagements