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@BeegJj Avatar @BeegJj BeegJJ

Several energy companies, including $SU, $ARX, and $CVE, have been making share buybacks, with $ARX buying back XXXXXXXXX of its own shares and $SU buying back XXXXXXXXX shares. Energy companies' dividend hauls and payouts have also been a focus, with one investor collecting $XXXXXXXX in dividend payments. Additionally, $CVE's acquisition of $MEG has been a significant development, with some questioning the fairness of the bidding process.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX% countries XXX% automotive brands XXXX%

Social topic influence dividend #60, $touto #8, $tveto #1, $tou #6, $arxto #5, $peyto #1, $hwxto #1, $ovv #3, strong 3.27%, $cnq #3

Top accounts mentioned or mentioned by @fuzzybe02910905 @ericnuttall @metzger_ri24956 @lauriestamp @merlice1 @plooke14 @dr87268984 @myownadvisor @gary79699215 @johnfah02915795 @manitobacanuck @inthemoneypod @metzgerri24956 @55x @hennigarrd @kocurkory19053 @ethanbarkley @techstockdl @robertmeiday @jamesjstuartb

Top assets mentioned Ovintiv, Inc. (OVV) Canadian Natural Resources Limited (CNQ) Suncor Energy, Inc. (SU) Cenovus Energy Inc. (CVE) Baytex Energy Corp. (BTE) Accelerant Holdings (ARX) Birake (BIR) Imperial Oil Limited (IMO) Pou On Sui (POU) 501 (23) Lunyr (LUN) VeChain (VET) 501 (32) Canadian Imperial Bank of Commerce (CM) Royal Bank of Canada (RY) PPL Corp (PPL) Ccore (CCO) NexGen Energy Ltd. (NXE) Credits (CS) Freeport-McMoRan Inc (FCX) Eroscoin (ERO) Hudbay Minerals Inc. (HBM) Investin (IVN) VALE S.A. (VALE) r/CryptoCurrency Moons (MOON) MANTRA (OM) Enbridge, Inc (ENB)

Top Social Posts

Top posts by engagements in the last XX hours

"Mr. Wowkodaw Top Picks : $cco $cs $fcx Highly recommends : $cia $ero $hbm $ivn $lun $vale Top developers : $dml $fom $ie $moon $nxe $om"
X Link 2025-11-25T13:07Z 4346 followers, 2579 engagements

"Insiders Buys $fru $fru.to Lisa Farstad bought 7k shares. Now owns 40k shares Nice dividend"
X Link 2025-12-05T15:28Z 4346 followers, 2006 engagements

"$enb - Buy C$70 - X% growth for 2025 midpoint guide - liquids growth outlook remains robust with expansion opportunities - dividend increased for 31st consecutive year"
X Link 2025-12-04T13:34Z 4382 followers, 1423 engagements

"$aav.to - Buy C$14 - good ops performance - medium-term growth vs near-term takeout - could see a XX% premium on takeout - XX% per share growth through 2027E - 2026E XX% FCF - H2/26 prod 90k boe/d - near debt free by Q4/27"
X Link 2025-12-10T12:18Z 4382 followers, XXX engagements

"#20 $arx.to X% - trimmed the position slightly - very high quality company - high quality assets - having teething problems with Attachie - in the doghouse - need to still prove the overall economics of Attachie - they're confident that they have fixed the problem (cont)"
X Link 2025-12-10T21:47Z 4382 followers, XXX engagements

"#21 $arx.to (cont) - sees good upside - 5.2x - if things work out pt mid to high $30s - lots of m&a interest in - ARX would be at the top of that list - high-quality asset which is temporarily impaired from a proper valuation"
X Link 2025-12-10T21:51Z 4382 followers, XXX engagements

"Peer Group Comparisons by TD Cowen $aav $arx $bir $bte $kel $lgn $nva $pey $sde $tou $vet"
X Link 2025-05-08T14:30Z 4349 followers, 2905 engagements

"Sam Crittenden RBC on Copper Favorite ideas : $cs.to $hbm.to Risk/reward opportunities : $ivn.to as they work to restart the Kakula mine $fm.to if there is progress in Panama towards a restart"
X Link 2025-06-04T17:30Z 4359 followers, 3113 engagements

"- Qatar taking a US$500M private placement in $ivn.to - IVN will issue 57516666 common shares to QIA - C$12/share - QIA will own X% of Ivanhoe Mines"
X Link 2025-09-17T12:21Z 4346 followers, 1006 engagements

"#1 Greg Newman Senior Wealth Advisor & Portfolio Manager Scotia McLeod was on Marketcall His top X picks $atrl.to $key.to $tou.to $tou - spooked the market with their production spend - 7-year plan was very expensive (cont)"
X Link 2025-09-26T14:14Z 4348 followers, 1964 engagements

"Sam Burwell Jefferies Has increased the price targets for the following : $ala.to Buy $XX $enb.to Buy $XX $ppl.to Hold $XX $trp.to Hold $73"
X Link 2025-10-29T12:55Z 4352 followers, 1510 engagements

"$ovv is acquiring $nva.to - C$18 in cash made up of XX% cash + XX% OVV shares = avg $XXXXX - C$3.8B - OVV bought the 18.5M shares of NVA that $pou sold at $16/share - NVV SHs other than OVV will own XXXX% of the pro forma company"
X Link 2025-11-04T23:08Z 4348 followers, 7823 engagements

"I'm fully invested. I was expecting some dividend increases & some increased m&a action Here's a U.S. company buying a one. This should give the green light for other U.S. companies to participate The NG rush is on Thinking that $aav.to is next I own $nva shares 🌞"
X Link 2025-11-04T23:14Z 4348 followers, 5211 engagements

"The $ovv $nva.to deal value implications for closest peers $aav.to $kel.to (I own shares of these 2)"
X Link 2025-11-05T11:37Z 4363 followers, 2743 engagements

"#1 Julian Kylmochko CEO Accelerate Financial Technologies $ovv $nva.to - interesting deal - continues a busy time for the oilpatch in respect to m&a - making a return to - a C$3.8B acquisition - what's notable is the slim XXX% premium - expects some grumbling by SHs"
X Link 2025-11-05T15:02Z 4348 followers, 7033 engagements

"#1 Q3/25 ER $tou $tou.to - prod 634746 boe/d - CF $719.6M - Earnings $190.4M EPS $XXXX - ND $2.3B - FCF ($122M) - exit volume 2025 680k-700k boe/d - in 2026 690k-710k boe/d - special div $0.25/share payable Nov XX to SH of record on Nov 14"
X Link 2025-11-05T22:35Z 4349 followers, 3616 engagements

"$tou $tou.to - Hold C$68 - near-term defence to support long-term growth - a top-tier NG business with massive scale - CFPS shortfall - special dividend to $0.25/share from $XXXX - its funded out of debt - note: in 2026 TOU will not be funding it with the balance sheet"
X Link 2025-11-06T12:57Z 4349 followers, 3903 engagements

"#1 Q3/25 ER $arx - prod 359236 boe/d (54% NG) - record crude oil & condensate prod 113959 bpd - FFO $779M - CF $713M - FFF $283M XXX% FCF - Net Income $214M EPS $XXXX - div XX% to a quarterly $0.21/share (5th consecutive yr ) - XXX% FCF to SH"
X Link 2025-11-06T22:31Z 4348 followers, 2979 engagements

"Mike Rose was busy buying on Friday Nov 7th - he bought 10k shares of $tou $tou.to & now directly owns 8197742 shares 🤩 - he also bought 10k shares of $tpz $tpz.to & now directly owns 443470 shares 🤩"
X Link 2025-11-10T11:22Z 4348 followers, 4154 engagements

"$bir $bir.to - Buy ptto C$8 - strong Q3 - capex savings - volume tailwinds - investors to question high 2026 capex"
X Link 2025-11-13T11:48Z 4348 followers, 1949 engagements

"#1 Chris Carlsen President & CEO $bir $bir.to was on BNN - XX% NG - strong Q3 - strong production - low-cost structure - benefited by its NG diversification - XX% of its gas is sold into U.S. markets - production 80k boe/d - CF $87M - FCF $16M"
X Link 2025-11-13T15:27Z 4348 followers, 2385 engagements

"$pey $pey.to 🤩 - Buy pt to C$23 - offers solid organic growth (9%) - one of the highest dividend yields which is backstopped by substantial hedges through 2026 - modest financial leverage - still offers upside to potential NG tailwinds"
X Link 2025-11-14T11:29Z 4348 followers, 2083 engagements

"Insider Buying $tou $tou.to Mike Rose bought 5000 more shares @$61.4120 & now owns directly 8207742 shares 🤩 Talk about having skin in the game 😀"
X Link 2025-11-14T12:12Z 4348 followers, 1578 engagements

"$key $key.to - Buy C$53 - near-term headwinds are clearly greater-than-expected for marketing segment - investors can now focus on the upcoming close of the Plains transaction & its follow-on business update which we view as a positive catalyst"
X Link 2025-11-14T12:26Z 4347 followers, 1099 engagements

"Greg Pardy RBC $cve $cve.to - ptto $XX - outperform - trip to its 151k bpd Toledo refinery made him a believer in its resolute steps to overhaul its U.S. refining segment - getting its U.S. downstream humming on a sustained basis could support the share price"
X Link 2025-11-17T12:39Z 4348 followers, 13.3K engagements

"#6 $bte - selling their U.S. assets & repatriating back to - cross-border assets never get recognition - they will now focus on - will have $900M in net cash - thinks they'll take a major share of that for buybacks - mgmt thinks the shares are severely mispriced (cont)"
X Link 2025-11-17T22:25Z 4348 followers, 4476 engagements

"#31 $fru.to (cont) - in its been stagnating but growing in the U.S. - a very attractive XXX% dividend - you'll get small dividend bumps along the way"
X Link 2025-11-17T23:54Z 4348 followers, 1891 engagements

"#32 $tou.to - bullish on NG - not bullish on $tou short-term - very well held name - thinks its the worst NG performer Y-T-D - pursuing a heavy-capex program vs doing buybacks - spending more $ on infrastructure to increase the margin per barrel (cont)"
X Link 2025-11-17T23:57Z 4348 followers, XXX engagements

"#33 $tou.to (cont) - has a 5-year plan - will need to wait till 2031 for meaningful share buybacks - Mike Rose has created phenomenal wealth - you haven't done well betting against MR over the long-term - prefers U.S. NG exposure - maybe take the loss"
X Link 2025-11-18T00:01Z 4348 followers, XXX engagements

"Insider Buying $tou $tou.to Yesterday Mike Rose purchased an additional 5000 shares. He now directly owns 8212742 shares Eric says that this is a well owned stock (especially by MR 😁)"
X Link 2025-11-18T10:59Z 4347 followers, 3685 engagements

"Soon $bte $bte.to will have $900M in net cash. Maybe they can make a deal & purchase their 100M shares from Juniper I would think this would have a positive effect for their shares"
X Link 2025-11-18T11:22Z 4348 followers, 3544 engagements

"I have my own MAG7 🤩 From my o&g portfolio these are the stocks hitting 52-week highs today $ath.to $cj.to $hwx.to $pey.to $su.to $tve.to $wcp.to I'm enjoying the moment. I know others are too"
X Link 2025-11-18T19:29Z 4349 followers, 3814 engagements

"#15 $sobo - has more royalty exposure than infrastructure exposure - 10.5x - maybe expansion of Keystone - market likes growth - smart team - doesn't own"
X Link 2025-11-19T21:51Z 4349 followers, XXX engagements

"#16 $arx.to - been a focus on their growth Attachie play - walked back expectations there - pushed back the investment of phase X - people got nervous - he sold it - they're setting the bar lower - will setup over time - market has put a discount on Attachie"
X Link 2025-11-19T21:54Z 4349 followers, XXX engagements

"#20 $imo (cont) - his fund has built up more midcap exposure - thinks you should have less largecaps & more midcaps - you will start to get rewarded"
X Link 2025-11-19T22:07Z 4348 followers, XXX engagements

"#21 $bte - been big - these guys aren't idiots - realigning their portfolio - trying to position themselves for the best company moving forward - a rerating is happening - they now have chips after its low valuation - could do buybacks SIB acquire more assets (cont)"
X Link 2025-11-19T22:12Z 4348 followers, XXX engagements

"#22 $bte (cont) - owned some going into the deal - trimmed or sold it - he's wishing them well"
X Link 2025-11-19T22:14Z 4348 followers, XXX engagements

"#28 $tve.to $hwx.to - if you don't rerate the businesses they won't be around - any company that buys these companies will be setup really well"
X Link 2025-11-19T22:38Z 4348 followers, XXX engagements

"#29 $psk.to $tpz.to - royalties - the FCF % is the same as producers - that makes absolutely no sense - really good businesses - they're compounding businesses - royalties are not priced right - a good barbell for a portfolio - provides stability (cont)"
X Link 2025-11-19T22:42Z 4349 followers, XXX engagements

"#30 $psk.to $tpz.to (cont) - protects the downside of a portfolio - been adding to them - trades at 13-16x - FNV WPM are royalties at 25x - going to 20x"
X Link 2025-11-19T22:44Z 4349 followers, XXX engagements

"David Szybunka Canoe Financial best explains why $tou $tou.to is a core holding for me & for quite a few others 🤩"
X Link 2025-11-19T23:01Z 4348 followers, 3328 engagements

"#1 U.S. oil companies energy investors 'looking at again' - plays like the Montney & Duvernay where wells decline more slowly & requires less maintenance capital - a flurry of recent deals in the oilpatch have caught the interest .(cont)"
X Link 2025-11-20T21:52Z 4348 followers, 15.9K engagements

"#1 Barry Schwartz Partner & Portfolio Manager Baskin Wealth Mgmt $tou.to $cnq $tou - NG - been an underperformer - doing what investors hate which is investing for the long-term but sacrificing short-term results - it views the opportunity to grow its NG production (cont)"
X Link 2025-11-21T14:01Z 4348 followers, 14.8K engagements

"#2 $tou.to (cont) - see more LNG plants happening - more pipelines - more use for AI/data centres - they want to get ahead of the curve - it'll hurt its special dividends FCF - trust Mike Rose - he's a great value creator - founded a number of companies - made SH rich (cont)"
X Link 2025-11-21T14:06Z 4348 followers, 1295 engagements

"#3 $tou.to (cont) - buying tonnes of shares - a great time to be interested in this company again - you're getting a nice dividend - if NG prices remain here you could see more surprises on the special dividends - preparing for a possible huge increase in demand for NG (cont)"
X Link 2025-11-21T14:11Z 4348 followers, 1217 engagements

"#5 $tou.to (cont) - the TMX pipeline is working - it narrowed the differential - we're getting better returns on our oil"
X Link 2025-11-21T14:16Z 4348 followers, 1395 engagements

"#2 - $tou.to to Buy $XX - $ath.to Hold to $XXXX - $cve Buy to $XX - $hwx.to Hold to $XXXX - $imo Sell to $XXX - $sde.to Hold to $X - $su Buy to $XX - $tve.to Buy to $XXXX - $vet.to Hold to $13"
X Link 2025-11-25T13:34Z 4348 followers, XXX engagements

"Michael Harvey RBC $bir.to B $X $tve.to B $X $arx.to B $XX $pou.to H $XX $kel.to B $XXXX $wcp.to B $XX $aav.to H $XX $hwx.to H $X $tou.to B $XX $pey.to H $23"
X Link 2025-11-25T13:45Z 4349 followers, 1597 engagements

"#1 Peter Hodson CIO I2I Capital Mgmt $arx.to - decent energy producer - Q3/25 wasn't perfect - it's reflected in the low valuation - could be a takeover target - energy is not a favourite right now - stock is priced well - buy it & X yrs from now you'll be happy you owned it"
X Link 2025-11-25T14:19Z 4349 followers, 6735 engagements

"#9 - tonnes of undeveloped wells - can make more acquisitions - has been an underperformer - they've been focusing on growing production in the long-term (which is what they want) - the largest scale player - varied diverse markets - able to get premium $ for its gas (cont)"
X Link 2025-11-25T19:29Z 4348 followers, XXX engagements

"#10 $tou.to (cont) - own most of their processing infrastructure - have a capital advantage - LNG plants want to deal with someone who's bigger & can deliver - own all their infrastructure - have a relationship with $tpz - great track record of making acquisitions (cont)"
X Link 2025-11-25T19:33Z 4348 followers, XXX engagements

"#11 $tou.to (cont) - Mike Rose buys a lot of shares - during good times smaller companies will outperform - for the long-run prefers to stick with a proven operator - put some jitters in investors because there focus is on growing & not on special dividends"
X Link 2025-11-25T19:36Z 4348 followers, XXX engagements

"#1 A podcast with $arx.to CFO Kris Bibby - 29th year - largest condensates producer in the Montney & in - prod 420k boe/d (40% condensates) - condensates is XX% of the revenues - Attachie has gone according to plan - it's doing 30k boe/d (50% condensates)"
X Link 2025-11-26T14:02Z 4349 followers, 9325 engagements

"Scotiabank "sector outperform"-rated tax loss selling candidates & a replacement stock to maintain exposure to their respective sectors One of their selections is selling $ovv & buying $wcp.to"
X Link 2025-11-26T14:54Z 4357 followers, 1065 engagements

"$pou $pou.to Announces its dividend of $0.05/share will be payable New Years Eve to SH of record on Dec. XX 2025 I'll drink to that. 🤩"
X Link 2025-12-01T12:31Z 4348 followers, 1320 engagements

"Buybacks November 2025 $tve $tve.to They boughtback 3099600 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Annualized XXXX% 🤩 It hit a new 52-week high earlier today @$7.96"
X Link 2025-12-01T17:26Z 4348 followers, 2173 engagements

"This is finally a New Years Eve dividend that I'll be receiving $tou $tou.to is paying a $0.50/share quarterly base dividend to SH of record on Dec XX 2025 I'm sure we can come up with some food ideas for $XXX Cheers 🥂"
X Link 2025-12-01T23:32Z 4347 followers, 3150 engagements

"$na Increasing its quarterly dividend by $XXXX to a quarterly $1.24/share Payable on Feb X 2026 to SH of record on Dec XX 2025"
X Link 2025-12-03T13:02Z 4348 followers, XXX engagements

"$tve.to hitting a new 52-week high after posting its 2026 budget"
X Link 2025-12-03T14:48Z 4358 followers, 4378 engagements

"$cm Has announced a XX% increase to its quarterly dividend An increase of $XXXX to a quarterly $1.07/share Payable on Jan XX 2026 to SH of record on Dec XX 2025"
X Link 2025-12-04T12:38Z 4348 followers, XXX engagements

"$ry - upgraded to Buy C$246 - a strong quarter - operating leverage was exceptional"
X Link 2025-12-04T13:28Z 4363 followers, 1006 engagements

"$cm - Buy C$124 - another steady quarter - like peers capital markets drove beat - steady credit metrics support a better than industry average P/E"
X Link 2025-12-04T13:55Z 4348 followers, XXX engagements

"$hwx.to Chris MacCulloch Desjardins - Hold ptto $XXXX Amir Arif ATB - Outperform pt to $XX $tve.to also has an $XX pt. As @ericnuttall says they'd be a great merger partners"
X Link 2025-12-04T14:09Z 4363 followers, 6209 engagements

"$tve.to $py.to $hwx.to $cve"
X Link 2025-12-05T14:12Z 4348 followers, 1005 engagements

"Dan Payne NB $hwx $hwx.to - Outperform ptto $XXXXX - X% annual production growth - X% FCF - 10-15% total return - waterflooding"
X Link 2025-12-05T14:29Z 4348 followers, XXX engagements

"#1 $arx $arx.to - Buy C$30 - softer '26 liquids guide - '26 Attachie guide a bit shy - stronger-than-expected CFPS - Attachie Phase X not in '26 budget - div11% to a quarterly $0.21/share - likely leaves $1B for share buybacks - Attachie at 30k boe/d is a disappointment (35k)"
X Link 2025-11-07T12:49Z 4381 followers, 3773 engagements

"#1 Chris MacCulloch Desjardins - investors perception of an improved regulatory environment & renewed focus on resource depth & U.S. shale producers struggle with drilling inventory constraints - Top Picks : $cve $su - $cnq to Hold $XX - $pey.to to Buy $24.50"
X Link 2025-11-25T13:28Z 4381 followers, 2396 engagements

"$arx.to Nov X 2025 closed at $XXXXX Nov X 2025 $23.55-$25 closed XXX% $XXXXX Today $XXXXX Congratulations to those who bought shares on "Freaky Friday" I'm holding my additional 2k shares for now. Remember it's not a profit until you sell. No recommendations 🌞"
X Link 2025-12-03T17:18Z 4381 followers, 1602 engagements

"Buybacks November 2025 $arx $arx.to They boughtback 2828100 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Annualized XXXX% Their buyback amounts picked up big time after the Friday meltdown 🤩"
X Link 2025-12-03T21:41Z 4381 followers, 2010 engagements

"A top X holding for me $cve - Buy C$29 - Best ideas 2026 - strong b/s - still early days for upstream/downstream inflection & potential MEG integration upside - its best-in-class thermal in situ business still isn't getting the attention or credit it deserves"
X Link 2025-12-04T13:22Z 4382 followers, 7210 engagements

"Brent Sadler Desj on domestic Power & Utilities Top Pick : $blx Preferred Names : $cpx $aqn High growth defensive name : $h Other names mentioned : $fts $bep"
X Link 2025-12-08T13:34Z 4382 followers, 1949 engagements

"$vet has sold 30M shares of $cei.v @$0.76/share - still owns 80179104 shares (15%) - priority of reducing debt - till June X 2026 VET can still sell another 30M shares - any more before that date would need the consent of CEI.V"
X Link 2025-12-09T10:19Z 4382 followers, XXX engagements

"Interesting new feature. I know that many people out there love their DRIP programs. Great idea Now you can buy partial shares"
X Link 2025-12-09T12:58Z 4382 followers, 1079 engagements

"#2 - ice-free harbor - the X trains have a combined annual production capacity of 14M tonnes of LNG - first cargo was shipped in June 2025 - by November it has shipped its 25th cargo from Kitimat Joint Venture - Shell XX% - Petronas XX% - PetroChina XX% - Mitsubishi 15%"
X Link 2025-12-10T11:04Z 4382 followers, XXX engagements

"#3 - Korea Gas X% - the partners are looking at a potential phase X expansion - that's X additional trains - would bring total plant capacity to 28M tonnes per annum 🌞"
X Link 2025-12-10T11:07Z 4382 followers, XXX engagements

"Jerome Debreuil Desj Refreshing to see a few months of relative pricing discipline in the telecom space after many quarters of aggressive promotions Top Pick (IT services etc) $LMN Buy C$52 Top Pick (Telecom) $BCE Buy C$42 $RCI.B to Hold C$57"
X Link 2025-12-10T12:39Z 4382 followers, 1142 engagements

"#4 $exe:nyse - N.A.'s largest NG producer - production near the areas of demand growth - Haynesville Marcellus - getting premium pricing - XX years of safe-side inventory - energy is only XXX% of S&P XXX - this offers an opportunity on mispriced stocks (cont)"
X Link 2025-12-10T18:43Z 4382 followers, XXX engagements

"#7 $pey.to (cont) - attractive XXX% dividend - stole those REPSOL assets - as they continue to deleverage sees them the dividend by 20-25% in H2/26 🤩"
X Link 2025-12-10T18:52Z 4382 followers, 1411 engagements

"#2 - U.S. with 3-5 years of safe-side inventory - companies trade at a discount - better support from our FED govt - can by 800k takeaway capacity on existing lines over the next several years - on the cusp for the next mega bull run on oil - bullish on NG now"
X Link 2025-12-10T20:50Z 4382 followers, 2018 engagements

"#3 - increased LNG capacity in both & U.S. - is exporting 1Bcf/d soon to be 2Bcf/d - U.S. is exporting 18Bcf/d to be 30Bcf/d by 2030 - increase in power demand where data centers are being built out - in Texas it's XXX% - winter is here"
X Link 2025-12-10T20:54Z 4382 followers, 1410 engagements

"#4 - NG is gone from a bridge fuel to a fundamental fuel - AI buildout"
X Link 2025-12-10T20:55Z 4382 followers, 1244 engagements

"#4 $sgy.to - no interest for small-caps in - oil company - energy remains out of favour - market cap $720M - irrelevant to any institutional investor - X% dividend - screens very well - should be taken over - there's companies in a position to do so - needs to get bigger"
X Link 2025-12-10T20:59Z 4382 followers, 1235 engagements

"#18 $bte.to (cont) - lots of stranded small-cap companies in $sgy.to $obe.to - BTE has a special gift at identifying conventional heavy oil pools - should be an active consolidator in - to go $X they need m&a"
X Link 2025-12-10T21:42Z 4382 followers, XXX engagements

"#25 $cnq - over the next X months doesn't see much or for oil - building more oil inventory right now - has done well compared to how oil has done - extremely well run company - mgmt is phenomenal - a widely held stock (cont)"
X Link 2025-12-10T22:04Z 4382 followers, XXX engagements

"#27 $hwx.to - trades at a pretty material premium to $tve.to - would make sense for $hwx & $tve to merge - 7.2x forward CF vs $tve @5.5x - this would make a merger somewhat challenging - marketcap $2.2B - XXX% dividend - still relatively small - pt is lower (cont)"
X Link 2025-12-10T22:10Z 4382 followers, XXX engagements

"@5 #30 $pd.to (cont) - could buyback XX% of their shares which is compelling - has no service exposure - trades well on EBITDA basis - could be some meaningful upside but not there yet"
X Link 2025-12-10T22:17Z 4382 followers, XXX engagements

"@5 #31 $imo - a spectacular performer - one of his biggest mistake in not owning it - was XX% at one point this year - you want to own a company with size scale inventory depth & generating lots of FCF for buybacks - that's IMO - 10x CF - trades at a XX% premium to $cve(cont)"
X Link 2025-12-10T22:21Z 4382 followers, XXX engagements

"@5 #32 $imo (cont) - you've done very well owning it - owns $cve which is a lot more attractive - CVE trades at 6x - IMO is X% FCF - doesn't see buying it now"
X Link 2025-12-10T22:23Z 4382 followers, XXX engagements

"@5 #33 $rig - largest offshore driller - only one who didn't go bankrupt during Covid - little more debt than peers (manageable) - looking to reenter but not today - need to go offshore not shale to get more barrels - needs more visibility - in service the one most likely to own"
X Link 2025-12-10T22:28Z 4382 followers, XXX engagements

"@5 #34 $psk.to - has struggled this year - been a strong performer over the last several years - at 19x - XXX% dividend not overly compelling - good exposure to Clearwater - done a really good job - the royalty model is great (cont)"
X Link 2025-12-10T22:31Z 4382 followers, XXX engagements

"$t.to - PT C$25 - Buy - great buying opportunity - XXX% dividend"
X Link 2025-03-25T11:41Z 4378 followers, 4738 engagements

"$lun $lun.to - Buy C$28 - Q3 beats - standout upward revision to 2025 copper guidance - robust growth pipeline"
X Link 2025-11-07T12:56Z 4381 followers, 1610 engagements

"My portfolio & I wish everyone a wonderful weekend 🌞 Hitting 52-week low $arx.to. It traded 11.1M shares vs its avg 3M Hitting 52-week highs $sde.to $tve.to $pey.to ($21.20) before selling off 🌞"
X Link 2025-11-07T21:29Z 4381 followers, 3754 engagements

"$t $t.to - Buy C$26"
X Link 2025-11-10T14:14Z 4382 followers, 4218 engagements

"#3 $wcp.to (cont) - has significant exposure in areas that are not fully mature (Montney Duvernay) - 5x forward CF @$60 WTI - XXX% dividend - should trade at 7x @$60 WTI pt $XX - @$70 WTI pt $XX Note: XX Buys pt $13.59"
X Link 2025-12-10T18:39Z 4382 followers, XXX engagements

"#7 $fru.to (cont) - bullish on oil H2/26 - sees NG floor at $X - a very steady & safe dividend - still compelling"
X Link 2025-12-10T21:06Z 4382 followers, XXX engagements

"#8 $aav.to - doesn't own - in a strategic review - taking longer than expected - could be bought by $bir.to $pey.to or by private equity - an excellent acquisition candidate"
X Link 2025-12-10T21:08Z 4382 followers, XXX engagements

"#10 $cj.to (cont) - 8.2x forward CF 7.8x in 2027 - doesn't see meaningful capital appreciation - significant leverage to oil prices - at $XX WTI 5.8x - have to be an oil bull & hold it 2-3 years to see significant upside"
X Link 2025-12-10T21:15Z 4382 followers, XXX engagements

"#11 $sde.to - unique company - not returning FCF to SH - very early on identifying significant in the Duvernay - drilling spectacular wells - marketcap $1.5B - owns 3-4% of the company - a contrarian to what he typically likes (cont)"
X Link 2025-12-10T21:19Z 4382 followers, XXX engagements

"#12 $sde.to (cont) - what he likes is low to no growth maximize FCF % & buybacks - that's not SDE - there's a lot of private equity coming to especially from the U.S. - the X plays they'd be looking at is the Duvernay & Montney - SDE has a lot of land (cont)"
X Link 2025-12-10T21:23Z 4382 followers, XXX engagements

"#19 Past Picks Nov. XX 2024 $meg.to XX% - was a special stock - devastated by the takeover"
X Link 2025-12-10T21:44Z 4382 followers, XXX engagements

"#22 $tve.to XX% - remains a very large SH - X% weighing - would be a top X SH - done an absolutely phenomenal job - repositioned the company into the most prolific & economical play in (Clearwater) - using waterflooding - getting spectacular results (cont)"
X Link 2025-12-10T21:55Z 4382 followers, XXX engagements

"#23 $tve.to (cont) - lots of running room in the stock - XX years of inventory - an attractive multiple at 5.5x - atleast 20-30% upside - @$70 WTI pt $XX - X of the few oil names he owns"
X Link 2025-12-10T21:58Z 4382 followers, XXX engagements

"@5 #35 $psk.to (cont) - struggles with what is a fair multiole - if it's 20x that's an upside of XX% - that doesn't do it for him"
X Link 2025-12-10T22:34Z 4382 followers, XXX engagements

"$t.to - Buy pt C$26 - dividend increased again 7%"
X Link 2024-11-08T13:49Z 4371 followers, 2206 engagements

"#1 Q3/25 ER $su $su.to 🤩 - AFF $3.8B - FFF $2.3B XXXX% FCF 🌞 - Net Earnings $1.6B EPS $XXXX - CFO $3.78B - ND $526M to $7.1B - quarterly div X% to $0.60/share - record 3Q upstream 870k bpd - record refinery throughput 492k bpd (cont)"
X Link 2025-11-04T22:48Z 4372 followers, 3761 engagements

"Dan Payne NB $nva.to - sensible conclusion - recommends to tender - $ovv shares offers an investment grade dividend-paying diversified senior producer with high liquidity & a pro forma EV of $25B"
X Link 2025-11-05T12:26Z 4364 followers, 1442 engagements

"Chris MacCulloch Desjardins $su $su.to - ptto C$71 - Buy - firing on all cylinders across every aspect of the organization - no signs of slowing down - continues highlighting the stock as a top pick"
X Link 2025-11-07T12:31Z 4372 followers, 1871 engagements

"#1 Gavin Graham CIO Spire Wealth Mgmt His on the radar picks : $fm.to $car-u.to $cnq $cnq - Murray Edwards has been running this successfully for many years - one of the lowest costs operators - benefits from the lowered differential - a new pipeline would be good news"
X Link 2025-11-28T14:01Z 4372 followers, 3511 engagements

"On Wednesday $su goes ex-dividend with its new & improved quarterly dividend of $0.60/share Paid on Dec. XX 2025 🤩 Will make a nice sock stuffing"
X Link 2025-12-01T12:26Z 4367 followers, 2181 engagements

"Why wait Buybacks November 2025 $ath $ath.to They boughtback 2384300 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Annualized XXXX% 🤩"
X Link 2025-12-01T16:55Z 4364 followers, 2487 engagements

"$ry Increasing its quarterly dividend $XXXX (6%) to a quarterly dividend of $1.64/share Payable Feb XX 2026 to SH of record on Jan XX 2026"
X Link 2025-12-03T13:08Z 4367 followers, XXX engagements

"If you're into buybacks checkout $ipco Previous NCIB (Dec X XX to Dec X 25) for 7465356 shares was fully completed Sept XX XX The new NCIB for 6468077 (5.8% of the outstanding common shares) will start on Dec X XX That's XX% of the public float"
X Link 2025-12-03T14:24Z 4367 followers, 1079 engagements

"Insider Buying $tou $tou.to Yesterday Mike Rose bought 10k shares. He now directly owns 8227742 shares 🤩 What wasn't mentioned in his 5-year plan is his constant buying of 10k shares per month on the open market Talk about having skin in the game"
X Link 2025-12-03T15:39Z 4367 followers, 3079 engagements

"Tim Monachello ATB $tcw $tcw.to - Outperform $X - a high-quality pure-play in completions - stable outlook over the medium-term - well positioned to benefit from longer-term LNG related activity in - strong b/s - believes will maintain steady pace of buybacks"
X Link 2025-12-05T14:23Z 4374 followers, 4167 engagements

"Here are top picks from TD Cowen $arx.to Buy C$30 $bir.to Buy $XXXX $sde.to Buy $7.00"
X Link 2025-11-05T11:41Z 4378 followers, 2438 engagements

"Aaron MacNeil TD Cowen has X HOT picks in the Energy sector $key.to $ppl.to $trp.to"
X Link 2025-11-05T16:04Z 4378 followers, 1938 engagements

"$scr $scr.to - Hold C$36 - solid Q3 - $2.1B stocking stuffer (special dist) by year-end (likely RoC) - progressing several in-flight organic growth projects - has option of monetizing MEG TOU stakes"
X Link 2025-11-07T13:13Z 4378 followers, 1439 engagements

"Added some more $arx.to shares on this X% selloff So far looks like positive reaction for $cj.to 🤩"
X Link 2025-11-07T14:56Z 4378 followers, 2997 engagements

"$tou $tou.to - stock price struggling XXX% since purchasing $cr - its BC business just got a boost when PM Carney just fast-tracked the Ksi Lisim LNG project - that project has a planned capacity of 12M tonnes of LNG per year - part of the Rockies LNG Partner Group $bir $wcp"
X Link 2025-11-19T13:33Z 4374 followers, 2126 engagements

"$aav.to neighbours. With $bir.to you could have a merger of equals $ovv $cnq hold property immediately adjacent"
X Link 2025-11-22T13:10Z 4374 followers, 2296 engagements

"$tve.to 🤩 - X% y-o-y growth 2026 - sustaining FFF breakeven cost $XX WTI ($40 unhedged) - 2026 sustaining capital $265M XX% from 2025 - achieved its ND target of 1x ND to Adj EBITDA @$50 WTI - additional FFF to share buybacks in 2026"
X Link 2025-12-03T12:53Z 4378 followers, 4834 engagements

"Buybacks November 2025 $su $su.to They boughtback 4027545 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Annualized 4.44%"
X Link 2025-12-03T22:21Z 4374 followers, 1588 engagements

"Buybacks November 2025 $nva $nva.to They boughtback 68600 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Annualized XXXX% 🤩"
X Link 2025-12-03T22:28Z 4377 followers, XXX engagements

"$tve.to After the release of a "sound & resilient" 2026 budget & guidance many analysts have raised its pt to $8.75-$9"
X Link 2025-12-04T14:16Z 4378 followers, 1026 engagements

"Murray Edwards owns 25534000 shares of $cj $cj.to He might have some knowledge on oilsands 🤩"
X Link 2025-12-09T13:17Z 4382 followers, 4784 engagements

"#1 Ryan Bushell CEO & Portfolio Manager NewHaven Asset Mgmt was on Marketcall His top picks : $aqn.to $ppl.to $kbl.to I'll cover his comments on $tve.to $cnq $su $tpz.to $bte.to $fru.to $tou $tve.to - prefers larger caps (safety durability) (cont)"
X Link 2025-10-17T18:03Z 4382 followers, 4761 engagements

"$ppl $ppl.to - Buy C$65 - solid quarter - big updates pre-released - successful recontracting announcements continue"
X Link 2025-11-07T13:01Z 4382 followers, 7193 engagements

"Patrick Kenny NB $ppl $ppl.to ptto C$57 outperform"
X Link 2025-11-10T13:45Z 4382 followers, 1459 engagements

"$t.to - Buy C$26 - pausing dividend growth - starting to deliver"
X Link 2025-12-04T13:41Z 4382 followers, 1907 engagements

"$cpx $cpx.to - Buy C$80 - Best ideas 2026 - multiple avenues of exposure to growing demand for electricity - a strong record of assembling a high-quality asset base weighted to gas-fired power which we view as critical for system reliability 🤩"
X Link 2025-12-05T14:41Z 4382 followers, 1170 engagements

"#1 completes first phase of the historic LNG export facility - Flour Corp has announced the completion of Train X at LNG Canada - represents the first phase of inaugural LNG mega-project - facility benefits from abundant NG reserves"
X Link 2025-12-10T10:59Z 4382 followers, 3583 engagements

"#1 @ericnuttall was on Marketcall His top picks : $wcp.to $exe:nyse $pey.to $wcp - to be relevant to larger institutions you need a marketcap = $10B - marketcap $14B - bullish oil in H2/26 - can get rerated even if oil doesn't go (cont)"
X Link 2025-12-10T18:32Z 4382 followers, 7203 engagements

"#5 $exe:nyse - trades at a 11-12% FCF @$4 NG For commodity investors - you want to buy into a sector that's out of favor - that's gushing FCF - the commodity is trading at the marginal cost of supply ($4 NG) - NG could trade @$5 - then EXE would trade at XX% FCF"
X Link 2025-12-10T18:47Z 4382 followers, XXX engagements

"#6 $pey.to - favorite NG producer (mine X 🌞) - prefers the exposure to the US. (maxed out those positions) - XX years of booked drilling inventory - another XX years of unbooked drilling inventory - XX years of safe-side inventory in total (cont)"
X Link 2025-12-10T18:50Z 4382 followers, 3055 engagements

"#13 $sde.to (cont) - an acquisition target - specifically doesn't buy companies for that - 4.6x forward CF @$60 WTI 2026 - 3.5x CF in 2027 - pt $XX - it's like NVA in that it has to be held for long-term to get the full upside - you get liquids & NG upside"
X Link 2025-12-10T21:26Z 4382 followers, XXX engagements

"#26 $cnq (cont) - when people get bullish oil it becomes a source of funds - trades at a fairly full multiple @ 8x CF - struggles to see meaningful in the short-term"
X Link 2025-12-10T22:06Z 4382 followers, XXX engagements

"@5 #36 Top Picks $wcp.to $exe:nyse $pey.to"
X Link 2025-12-10T22:42Z 4382 followers, XXX engagements