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@BubleQe Avatar @BubleQe LNG QE 🇨🇦

Canadian energy companies, particularly those involved in LNG exports, are experiencing significant developments. Companies like $ARX.to, $Tou.to, and $PPL.to are making progress with their LNG projects, including export agreements and infrastructure expansions. The Canadian natural gas landscape is expected to be particularly interesting in 2025 and 2026, with the Montney region being referred to as the "Qatar of natural gas".

Engagements: XXXXX #

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Followers: XXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% technology brands XXXX% travel destinations XXXX%

Social topic influence $touto #3, $arxto #2, $cnq #3, $cnqto #2, $pplto #1, $arx #10, $tpzto #2, $tou #4, canada 1.22%, $scrto #3

Top accounts mentioned or mentioned by @merlice1 @assettraveller @vanisleinvestor @emmpeethree @razoroil @garquake @tourmalineoil @stephenkalil @keyeracorp @pembinapipeline @plutusofcrete89 @arcresources @trendbullish @alexss94736924 @metzger_ri24956 @bb19043 @gary79699215 @denverlabrador @energyinvest0r @kevinagraham

Top assets mentioned Canadian Natural Resources Limited (CNQ) Accelerant Holdings (ARX) Cenovus Energy Inc. (CVE) Scroll (SCR) Suncor Energy, Inc. (SU) Imperial Oil Limited (IMO) TC Energy Corporation (TRP) Birake (BIR) Copiosa Coin (COP2) The Toronto-Dominion Bank (TD) PPL Corp (PPL)

Top Social Posts #

Top posts by engagements in the last XX hours

"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

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

"@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

"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

"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

"$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