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@ThesisCap "First pipe in the ground for Cedar LNG - the worlds first Indigenous-led LNG export project. Backed by $4.6B in capex and connected via the new $1.2B Cedar Link pipeline it marks a new era for Canadian natural gas. Small-cap #energy service names like $E.TO $TOT.V and $PSI.TO are set to benefit as LNG infrastructure ramps up. 🔗 More Info: #LNGCanada #CedarLNG #OilandGas #TSX #MicroCap #NaturalGas #IndigenousLeadership #EnergySecurity"
@ThesisCap on X 2025-07-25 14:51:15 UTC 1621 followers, XX engagements

"📈 Coal stocks surge after #China signals crackdown on overmining - curbing supply risks globally. 1-WK Performance: $CRN.AX XXXXX% ($318M Market Cap) $BTU XXXXX% ($2.10B Market Cap) $AMR XXXXX% ($1.74B Market Cap) $HCC XXXXX% ($3.03B Market Cap) $METC XXXX% ($1.16B Market Cap) 💡Riding this momentum is $FRG.CN / $FRGGF - a $59M junior miner advancing a fully permitted coal project in #Colombia with near-term #cashflow potential from metallurgical & thermal coal ⚒ 📈 Will the rally continue #Coal #Mining #Commodities #China #ThermalCoal #MetCoal #NaturalResources #SmallCap #JuniorMining"
@ThesisCap on X 2025-07-24 15:43:51 UTC 1622 followers, XXX engagements

"Excellent write-up by @Stocks_Stones on three #microcaps with strong setups heading into August. Worth the read👇 $DBO.TO $COV.V $TRBR.V"
@ThesisCap on X 2025-07-25 01:11:18 UTC 1622 followers, XXX engagements