@emmpeethree The Napster

No specific information about The Napster appears in the provided tweets. The tweets seem to be related to the energy industry, specifically focusing on companies, stocks, and market updates in Canada.

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Social Influence

Social category influence stocks finance cryptocurrencies countries currencies technology brands travel destinations automotive brands exchanges social networks

Social topic influence $cve #4, $tou #3, $wcp #1, $cnq #5, $meg, $su #9, $arxto #6, $nva, $vetto #1, $aav #1

Top assets mentioned Cenovus Energy Inc. (CVE) Canadian Natural Resources Limited (CNQ) Montrose Environmental Group, Inc. (MEG) Suncor Energy, Inc. (SU) Nova Minerals Limited (NVA) Imperial Oil Limited (IMO) CRESCENT POINT ENERGY CORP. (CPG) Enerplus Corporation (ERF) Aethir (ATH) Crane Holdings, Co. (CR) Baytex Energy Corp. (BTE) Ovintiv, Inc. (OVV) Veren Inc. (VRN) Accelerant Holdings (ARX) lou (LOU) LCX (LCX) Legence Corp (LGN) Scroll (SCR) Range Resources, Corp. (RRC) EQT, Corp. (EQT) Chord Energy Corporation Common Stock (CHRD) VeChain (VET) Viper Energy Partners LP (VNOM) EOG Resources Inc (EOG) Diamondback Energy Inc (FANG) Soil (SOIL) BP p.l.c. (BP) Windoge98 (EXE) Copiosa Coin (COP2) Arweave (AR) Permian Resources Corporation Class A Common Stock (PR) Devon Energy Corp (DVN) Pioneer Natural Resources Co (PXD)

Top Social Posts

Top posts by engagements in the last [--] hours

"Ninepoint Energy Income Fund for Apr [--] [----] 12% cash position #COM #OOTT $NRGI Ninepoint Energy Income Fund for Apr [--] [----] - Top [--] holdings and weighting changes New to top 10: $PR Added: $CHRD $PR Held: $PXT.TO $DVN $TOU $CIVI Decreased: $CVE $PEY.TO $VNOM $WCP No longer in top 10: $NOG #COM #OOTT $NRGI https://t.co/T7YQdJL788 Ninepoint Energy Income Fund for Apr [--] [----] - Top [--] holdings and weighting changes New to top 10: $PR Added: $CHRD $PR Held: $PXT.TO $DVN $TOU $CIVI Decreased: $CVE $PEY.TO $VNOM $WCP No longer in top 10: $NOG #COM #OOTT $NRGI https://t.co/T7YQdJL788"
X Link 2024-05-13T01:02Z [----] followers, [----] engagements

"@jim_duffus Is it this fund I'm gonna say no CAD oil"
X Link 2022-05-20T04:03Z [----] followers, [--] engagements

"Updated NB FCF yields for cad Energy producers. Green = above peer group red = below [----] FCF leaders: $BIR $MET $VET.TO $YGR [----] FCF leaders: $OVV $VET.TO $CPG $YGR #COM"
X Link 2022-06-17T01:19Z [----] followers, [--] engagements

"Clearwater - Led by Headwater (8) and Baytex (5) $HWX.TO $BTE.TO"
X Link 2022-06-22T02:11Z [----] followers, [--] engagements

"Duvernay - Top wells TTM to XTO Chevron and Paramount $XTO $CVX $POU.TO"
X Link 2022-06-22T02:11Z [----] followers, [--] engagements

"NB - Positive view on Whitecap acquisition of $XTO "We reiterate our Outperform rating and are increasing our target price to $22.00 (from $20.00) on account of the accretive nature of the transaction." They like it and [--] year target now implies 130% return #COM $WCP"
X Link 2022-06-29T13:29Z [----] followers, [--] engagements

"TD - Top picks: core growth yield & value VS oil gas & mixed Seems to be a great day for tax loss harvesting switch up some names $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $SDE $OVV $VET.TO $FRU #COM #OOTT"
X Link 2022-06-30T14:51Z [----] followers, [--] engagements

"NBF - Revised CAD O&G Targets/valuations -targets down due to: recession fears inflation SPR COVID-19 and geopoli conflicts -Avg -9% $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET $WCP #COM #OOTT"
X Link 2022-07-18T15:04Z [----] followers, [--] engagements

"@Volkomm_ And then the sold $xto assets. So they got nearly another billion from proceeds"
X Link 2022-07-19T14:26Z [----] followers, [--] engagements

"NBF on Ovintiv -outperform target dropped to $99 USD from $100 (LOL) 113% upside #com #oott $ovv"
X Link 2022-08-05T15:45Z [----] followers, [--] engagements

"Ninepoint Energy Fund - July [----] - Top Ten Holdings Bought: $CVE (+37%) $TVE $HWX Sold: $CPG Held: $ARX.TO $ERF $NVA $MEG $OVV $BTE New in top 10: $CVE No longer in top 10: $ATH #COM #OOTT $NNRG https://x.com/emmpeethree1/status/1547079432543813632/photo/1 Ninepoint Energy Fund - June [----] - Top Ten Holdings Bought: $CPG (46%) $TVE $MEG $OVV $HWX Sold: $ARX.TO (17%) $ATH $ERF $NVA Held: $BTE #COM #OOTT https://t.co/Psp0ClXG48 https://x.com/emmpeethree1/status/1547079432543813632/photo/1 Ninepoint Energy Fund - June [----] - Top Ten Holdings Bought: $CPG (46%) $TVE $MEG $OVV $HWX Sold: $ARX.TO"
X Link 2022-08-10T10:28Z [----] followers, [--] engagements

"@AssetTraveller @NachoTrust @Gugo907 They haven't even started reporting the increased $xto debt yet"
X Link 2022-08-22T05:58Z [----] followers, [--] engagements

"@NachoTrust @AssetTraveller @Gugo907 Cardinal best example. #com knew div coming. I expected stock to tank since the div should have been according to their own presentations 7c. 5c announced and it rallies from $6.xx to $9.xx. $xto may be 1st acq in years w/ lower o&g prices upon close than announcement"
X Link 2022-08-22T07:51Z [----] followers, [--] engagements

"@canadawriter Yeah and $xto hasn't even closed yet. It'll be one of the few CAD producers to add debt in H2. Significant debt too Looking term it's a good add but most of retail isn't looking great enough into the future for it to add significant value"
X Link 2022-08-27T15:14Z [----] followers, [--] engagements

"@WTIBull isn't $xto acq not factoring into $wcp debt yet since it hasn't closed"
X Link 2022-08-29T16:33Z [----] followers, [--] engagements

"TD and NBF on $WCP acquisition of $XTO closing -guidance increased to due to early closing -additional capex spend to maintain crews -good initial drill results from shared pad -TD and NBF: buy/outperform w/ $17.50 target 88% upside #OOTT #COM"
X Link 2022-09-01T14:31Z [----] followers, [--] engagements

"BNS on Vermilion Energy -downgrade outperform to sector perform $40 target remains -if the windfall tax is enacted will continue to meet balance sheet targets -potential Euro windfall tax reduces [----] CF 3-6% [----] CF 21-26%. $VET.TO #COM #EFT #OOTT"
X Link 2022-09-17T01:03Z [----] followers, [--] engagements

"BNS - Production Monitor for Aug [----] -Public Data Evaluation (PDE) production tracking -July's prod down due to turnarounds and spring break-up -Aug volumes higher for some some lower with nat gas price shut-ins #COM #OOTT #ETF $AAV $ARX $BIR $CR $NVA $PEY $SDE $TPZ $TOU"
X Link 2022-09-27T13:58Z [----] followers, [--] engagements

"TD - Top Pick Investment Matrix for Cad O&G - Sept [--] [----] All the same names. $SU moved from yield to core $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $SDE $OVV $VET.TO $FRU #COM #OOTT #EFT TD - Top picks: core growth yield & value VS oil gas & mixed Seems to be a great day for tax loss harvesting switch up some names $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $SDE $OVV $VET.TO $FRU #COM #OOTT https://t.co/knzFtofL3W TD - Top picks: core growth yield & value VS oil gas & mixed Seems to be a great day for tax loss harvesting switch up some names $CVE"
X Link 2022-09-30T06:31Z [----] followers, [--] engagements

"NBF - Updated target prices for CAD Oil & Gas producers Sept [----] Up: $VET.TO Down: $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY No change: $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T14:51Z [----] followers, [--] engagements

"NBF - Drawdowns from Canadian Oil & Gas Producers 52-week highs $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:09Z [----] followers, [--] engagements

"BNF - Canadian Oil & Gas producer capex changes for [----] and [----] (March [----] vs Sept 2022) $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:13Z [----] followers, [--] engagements

"NBF - Historical H2 CAPEX spend - % of annual budget for Canadian Oil & Gas producers $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:16Z [----] followers, [--] engagements

"NBF - Summary of Shareholder Return Frameworks for Canadian Oil & Gas Producers Sept [----] $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:18Z [----] followers, [--] engagements

"NBF - What Are Oil & Gas Equities Pricing In (In WTI and AECO) LOL @ $VET.TO $PIPE & $KEC $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:22Z [----] followers, [--] engagements

"Forward Consensus EV/DACF Premium/Discount to 3Y & 5Y Historical for Canadian Oil & Gas Producers $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:25Z [----] followers, [--] engagements

"NBF - 2023e Capex & Production (NBF vs. Consensus) for Canadian Oil & Gas Producers $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT @WTIBull"
X Link 2022-09-30T15:34Z [----] followers, [--] engagements

"NBF - Canadian Oil & Gas Producers 2023e Bear/Bull Sensitivities (+/- $10 WTI; C$1 AECO C$10 NBP = $VET.TO) $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-09-30T15:38Z [----] followers, [--] engagements

"TD on Suncor Energy's Renewables Divestiture "Out of Renewables; Focused on Core Energy Transition Initiatives" agreement to sell wind/solar assets to $CU $730mm. Impact: NEUTRAL 1% of $SU EV not materia our view $SU #COM #OOTT #EFT"
X Link 2022-10-06T14:16Z [----] followers, [--] engagements

"TD - Oil Sands Pathways Alliance Provides Progress Update -initiatives underway prepare for project sanctioning -capex to ramp-up in [----] -Update as CAD gov highlights need for cost competitiveness w/ US $CNQ $COP $CVE $IMO $SU $MEG #OOTT #EFT #COM"
X Link 2022-10-18T14:24Z [----] followers, [--] engagements

"NBF vs Consensus estimates & reporting dates -CFPS momentum $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-10-20T15:27Z [----] followers, [--] engagements

"NBF - [----] O&G budget forecasts $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2022-10-20T15:28Z [----] followers, [--] engagements

"NBF - Revised targets ratings. 2022/2023 production capex and CF and pricing assumptions $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT NBF - Updated target prices for CAD Oil & Gas producers Sept [----] Up: $VET.TO Down: $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY No change: $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT https://t.co/GxkmeCL9ZD NBF - Updated target prices for CAD Oil & Gas producers"
X Link 2022-10-20T15:42Z [----] followers, [--] engagements

"anyone know the huge jump in capex over at $OVV (thought their [----] prod is flat) $ERF (looks like a 35-40% increase) $KEC (i dont follow) also the capex decreases over at $CR and $YGR"
X Link 2022-10-20T19:52Z [----] followers, [--] engagements

"@Volkomm_ @Gugo907 Honestly it could work out just depends on what the deal is. An $xto deal I think I could live with. An $lxe deal probably not Would they buy what's left of $erf CAD assets"
X Link 2022-10-23T22:29Z [----] followers, [--] engagements

"@RealPeterLinder @WTIBull has $WCP owned the $XTO assets for long enough to see any meaningful production impact sounds like they've been spending money developing and won't see a production increase yet. im thinking Q3 will be a high capex marginal production increase Q for them"
X Link 2022-10-26T14:45Z [----] followers, [--] engagements

"NBF - [----] vs [----] Consensus Forecast Capex and Production Changes YTD $CVE $CNQ $SU $IMO $HWX $VET.TO $TVE $KEL $BIR $TOU $SDE $NVA $OVV $AAV $POU $BTE $PIPE.TO $WCP $PEY.TO $ARX.TO $CPG $MEG $ERF $KEC $CR $SGY.TO $YGR $LOU #COM #OOTT"
X Link 2022-10-26T17:01Z [----] followers, [--] engagements

"Historic Relationship Between U.S. Rigs and Commodity Pricing - Historical U.S. Oil and Gas Rig Counts vs. Monthly Average WTI Price 2010-2022 -how much does increased productivity/efficiency impact this dramatic regardless #COM #OOTT"
X Link 2022-10-26T17:20Z [----] followers, [--] engagements

"@MarkDoRichards no doubt that if prices hold up it'll do well. once the poor hedging rolls off in Dec they'll be in much better shape. Q1 will be a pretty huge report if energy prices hold up. if they do a big quality add ( like $XTO ) I'd consider getting back in would keep busy for a while"
X Link 2022-10-27T00:17Z [----] followers, [--] engagements

"@Volkomm_ @WTIBull $RZE"
X Link 2022-10-28T01:29Z [----] followers, [--] engagements

"@Volkomm_ @Gugo907 @FrankVa51823572 @WTIBull i guess subtract $XTO off this as of Dec [--] [----] https://www.imperialoil.ca/-/media/imperial/files/2022-sec/2021-form-10k-filed-feb-23-2022.pdf https://www.imperialoil.ca/-/media/imperial/files/2022-sec/2021-form-10k-filed-feb-23-2022.pdf"
X Link 2022-10-29T06:51Z [----] followers, [--] engagements

"TD - Canadian Small-cap Model Portfolio update -Nuvista $NVA surged 37% and made up #1 position by weighting (8.8%) of the portfolio -adding $PD -other energy names $CEU $GEI $ERF #COM #OOTT"
X Link 2022-11-02T14:43Z [----] followers, [--] engagements

"BNS & TD on Baytex Energy's Q3 -Q3 free cash flow beat consensus by 7% due to modestly better than expected cash flow and capex. -Management updated its [----] guidance to reflect higher capex G&A and interest costs. $BTE #COM #OOTT"
X Link 2022-11-05T01:26Z [----] followers, [--] engagements

"@EnergyInvest0r don't think $XTO will keep them busy for long"
X Link 2022-11-06T23:38Z [----] followers, [--] engagements

"BNS - CAD O&G names for Nov [--] [----] -valuations at strip -relative [--] & [--] month performance $ARX $ARX.TO $CVE $CNQ $IMO $OVV $SU $TOU $TOU.TO $AAV $BIR $CPG $ERF $IPCO $KEL $PEY.TO $PXT.TO $SDE $AOI $MEG $NVA $BTE $POU $VET.TO $WCP $FRU $PSK $TPZ $BP $CVE #COM #OOTT BNS - CAD O&G names for Aug [--] [----] -valuations at strip -relative 3/6 month performance -Short interest $ARX $ARX.TO $CVE $CNQ $IMO $OVV $SU $TOU $TOU.TO $AAV $BIR $CPG $ERF $IPCO $KEL $PEY.TO $PXT.TO $SDE $AOI $MEG $NVA $BTE $POU $VET.TO $WCP $FRU $PSK $TPZ $BP $CVE #COM #OOTT https://t.co/ciFEX8Otjq BNS - CAD O&G names for Aug 29"
X Link 2022-11-07T23:50Z [----] followers, [--] engagements

"Analyst ratings and consensus targets for Baytex Energy - After Q3 report $8.82 (+16.77% Upside) $BTE.TO $BTE #COM #OOTT"
X Link 2022-11-08T03:01Z [----] followers, [--] engagements

"DJ on Pine Cliff Energy's Q3 -in-line 3Q22 results -boosting its monthly dividend payout by 8.3% -8.0% yield based on Nov [--] closing price -visibility on acceleration of SH returns w/ increases in the base dividend special dividends and/or share buybacks #COM #OOTT $PNE.TO $PNE"
X Link 2022-11-10T17:00Z [----] followers, [--] engagements

"DJ on Pine Cliff Energy "Still Pining for your attention.with a 7.6% dividend yield and strong visibility on future capital returns" -w/ out acq w/ +scale higher SH returns way to get +institutional $ -future +div potential on BS strenth low capex #COM #OOTT $PNE.TO $PNE DJ on Pine Cliff Energy's Q3 -in-line 3Q22 results -boosting its monthly dividend payout by 8.3% -8.0% yield based on Nov [--] closing price -visibility on acceleration of SH returns w/ increases in the base dividend special dividends and/or share buybacks #COM #OOTT $PNE.TO $PNE https://t.co/fJIXzNhVZO DJ on Pine Cliff Energy's"
X Link 2022-11-15T01:38Z [----] followers, [--] engagements

"Analyst ratings and consensus targets for Birchcliff Energy - After Q3 report $14.34 (+30.68% Upside) $BIR.TO $BIR #COM #OOTT NBF BNS & TD on Birchcliff Energy's Q3 -prod and AFF in line with expectations -retired preferred shares in Sept -under $200M net debt (0.2x annualized AFF) -end [----] with $130M net debt #COM #OOTT $BIR.TO $BIR https://t.co/UsC5MpHpLw NBF BNS & TD on Birchcliff Energy's Q3 -prod and AFF in line with expectations -retired preferred shares in Sept -under $200M net debt (0.2x annualized AFF) -end [----] with $130M net debt #COM #OOTT $BIR.TO $BIR https://t.co/UsC5MpHpLw"
X Link 2022-11-17T04:33Z [----] followers, [--] engagements

"@Astervox42 XTO Canada was a division of XTO before it was sold to $WCP $XTO still exists in the states permian etc. https://www.xtoenergy.com/operations/operating-areas/canada https://www.xtoenergy.com/operations/operating-areas/canada"
X Link 2022-11-20T04:20Z [----] followers, [--] engagements

"NBF and TD on Baytex Energy's [----] Budget -$612.5m capex [----] mboe/d 4% growth (8% PPS) under a 55% payout ratio (strip) = 10-15% FCF [---] yr plan 50% payout expected 2-3% growth w/ 15-20% FCF yield -$19500/boed 23e cap eff up 5-10% Y/Y $BTE #COM #OOTT BNS & TD on Baytex Energy's Q3 -Q3 free cash flow beat consensus by 7% due to modestly better than expected cash flow and capex. -Management updated its [----] guidance to reflect higher capex G&A and interest costs. $BTE #COM #OOTT https://t.co/2FQ4jtRSJ0 BNS & TD on Baytex Energy's Q3 -Q3 free cash flow beat consensus by 7% due to modestly better"
X Link 2022-12-08T14:33Z [----] followers, [--] engagements

"@WSB_OfficialMod @BDEPardell @Gugo907 @BubleQe guaranteed he's following every name w/ mcap over $1B already likely everything over $500m adding $NRGI would have increased his coverage universe significantly as he's added a bunch of NYSE names and the extra work of collecting call premiums to generate income"
X Link 2022-12-10T21:14Z [----] followers, [--] engagements

"TD - Top Pick Investment Matrix for Cad Oil Gas and mixed names - Dec [--] [----] - no changes $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $SDE $OVV $VET.TO $FRU #COM #OOTT #EFT TD - Top Pick Investment Matrix for Cad O&G - Sept [--] [----] All the same names. $SU moved from yield to core $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $SDE $OVV $VET.TO $FRU #COM #OOTT #EFT https://t.co/KYnVTSkiqR TD - Top Pick Investment Matrix for Cad O&G - Sept [--] [----] All the same names. $SU moved from yield to core $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV"
X Link 2022-12-16T07:36Z [----] followers, [----] engagements

"Canadian Gassy and Liquids Energy producer comparison chart - at strip (Dec [--] 2022) $BTE $CPG $ERF $HWX.TO $LOU.TO $SGY $TVE.TO $VET.TO $WCP $YGR $AAV $ARX $BIR $CR $KEC $KEL $NVA $PEY $PIPE $TOU $POU #COM #OOTT Canadian Gassy Energy producer comparison chart - at strip $AAV $ARX $BIR $CR $KEC $KEL $NVA $PEY $PIPE $TOU $POU #COM #OOTT https://t.co/bnfKmt6HVT Canadian Gassy Energy producer comparison chart - at strip $AAV $ARX $BIR $CR $KEC $KEL $NVA $PEY $PIPE $TOU $POU #COM #OOTT https://t.co/bnfKmt6HVT"
X Link 2022-12-16T08:05Z [----] followers, [----] engagements

"Cardium Led by $PEY.TO $YGR and $WCP Amazing diversity between gassy and liquidy"
X Link 2022-12-16T08:27Z [----] followers, [---] engagements

"Ovintiv continues to dominate the leaderboard of top Montney wells A bit of a different metric this time: cumulative BOE production in Q3 [----] $OVV picks up [--] of the top [--] spots $SDE's outlier liquids rich among these gassy giants #COM #OOTT MASSIVE Montney wells Top [--] out [--] in last [--] months belong to Ovintiv Top three wells have produced over [--] million boe in [---] days or less #COM #OOTT $OVV $OVV.TO https://t.co/FndJgxCojv MASSIVE Montney wells Top [--] out [--] in last [--] months belong to Ovintiv Top three wells have produced over [--] million boe in [---] days or less #COM #OOTT $OVV $OVV.TO"
X Link 2022-12-16T08:32Z [----] followers, [----] engagements

"TD - 2022-2023 Reinvestment rates for selected oil & gas producers across energy subsectors $EQNR $TTE $SHEL $BP $CVX $XOM $OXY $IMO $CNQ $SU $CVE $RRC $PXD $FANG $EOG $EQT $OVV $WCP $TOU $ARX.TO $CPG #COM #OOTT"
X Link 2022-12-21T18:38Z [----] followers, [----] engagements

"NBF - Vision Monthly Dec [----] comparison table for Energy stocks. quite a few target changes $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT NB's May (13th) Vision Monthly for Energy #COM #OOTT https://t.co/gCIYagl2xp NB's May (13th) Vision Monthly for Energy #COM #OOTT https://t.co/gCIYagl2xp"
X Link 2022-12-21T20:58Z [----] followers, 10K engagements

"Ninepoint Energy Income Fund - December [----] - Top Ten Holdings and Weighting Change [--] $CVE (4 last month) [--] $FANG (5) [--] $PXO (6) [--] $DVN (3) [--] $CTRA (1) [--] $TOU (2) [--] $EOG (8) [--] $CHK (7) [--] $VNOM (9) [--] $MEG [--] $CHRD (10) [--] $OVV #COM #OOTT $NRGI Ninepoint Energy Income Fund - Top [--] holdings for November [----] $NRGI #COM #OOTT https://t.co/erKNSXo3be Ninepoint Energy Income Fund - Top [--] holdings for November [----] $NRGI #COM #OOTT https://t.co/erKNSXo3be"
X Link 2023-01-10T07:03Z [----] followers, [----] engagements

"NBF - Summary of Shareholder/Capital Return Frameworks for Canadian Oil & Gas Producers Jan [----] $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT NBF - Summary of Shareholder Return Frameworks for Canadian Oil & Gas Producers Sept [----] $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT https://t.co/y4xaivq3iN NBF - Summary of Shareholder Return"
X Link 2023-01-11T16:41Z [----] followers, 22.5K engagements

"NBF - '23/'24 Multiple Compression/Expansion CAD O&G $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT #EFT"
X Link 2023-01-11T16:44Z [----] followers, [----] engagements

"@Gugo907 wow $IMO and $CPG leaders of the pack"
X Link 2023-01-11T23:39Z [----] followers, [---] engagements

"NBF - Conventional E&P 2P & 1P RLI (Based on YE-21 Reserves) -it's clear gassy names have larger reserves $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT"
X Link 2023-01-12T01:34Z [----] followers, 10.6K engagements

"NBF - CAD Oil & Gas comparison chart Jan [--] [----] - Target EV/DACF Production Capex Cash Flow -pricing assumptions next $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT NBF - CAD Oil & Gas comparison chart Dec [--] [----] - target rating FCF EV/DACF Netback div % capex prod/sh CFPS EV/boe/d debt $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT https://t.co/QA4fg80cbU NBF - CAD Oil & Gas comparison chart Dec 28"
X Link 2023-01-12T03:13Z [----] followers, 18.9K engagements

"NBF - Y/Y Changes for CAD O&G companies 1/3 Production 2/3 Capex 3/3 FCF $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT"
X Link 2023-01-12T03:22Z [----] followers, [----] engagements

"NBF - CAD O&G Sensitivities - FCF D/CF EV/DACF Bull: $65 WTI/$3 AECO NBF: $80/$3.9 Bear: $95/$5 $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT"
X Link 2023-01-12T03:27Z [----] followers, [----] engagements

"ICYMI - a slew of NBF target changes Increases $IMO $SU $CVE $ERF $PEY $NVA $PSK No change $CNQ $AAV $FRU $HWX $MEG $TPZ $KEC $LCX $YGR Decreases $VET.TO (-42%) $ARX.TO $BIR $BTE $CPG $KEL $OVV $PIPE $TOU $TVE $WCP $POU $LOU $SGY $CR Restricted (for sale) $SDE #COM #OOTT NBF - CAD Oil & Gas comparison chart Jan [--] [----] - Target EV/DACF Production Capex Cash Flow -pricing assumptions next $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT https://t.co/VC8Bk20g8W NBF - CAD Oil & Gas comparison chart Jan"
X Link 2023-01-12T15:23Z [----] followers, 14.6K engagements

"TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Jan [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Nov [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT https://t.co/vU27UujGZ7 TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Nov [--] [----] Yield D/CF %"
X Link 2023-01-14T01:45Z [----] followers, [----] engagements

"@RealPeterLinder @derekcheungsa that growth bump is all $XTO though eh should moderate by 2024"
X Link 2023-01-16T01:21Z [----] followers, [---] engagements

"@DSteinmoeller @BeegJj are there any other alternatives you found besides $ENCC"
X Link 2023-01-17T02:03Z [----] followers, [---] engagements

"NBF - Oil Gas & Consumable Fuels - 13th Annual Energy Conference: Continuing Momentum Summaries on: $AAV $BIR $CPG $HWX $KEC $PSK $SGY $TVE.TO $TPZ $VET.TO $WCP Key themes: -Inflation Efficiencies and Inventory 1/14🧵 #COM #OOTT NBF - Oil Gas & Consumable Fuels Report - Megathread "2023 Outlook: Down But Not Out" Top [----] ideas Oil $CVE $ERF $HWX $TVE $WCP Gas $AAV $ARX $BIR $TOU Themes -Capex increase Y/Y -Cash returns to rise -M&A for inventory -Historically discounted multiples 1/x #COM #OOTT https://t.co/B3wGKUNyny NBF - Oil Gas & Consumable Fuels Report - Megathread "2023 Outlook: Down"
X Link 2023-01-18T22:47Z [----] followers, [----] engagements

"Birchcliff Energy $BIR-T; Outperform & $12.00/sh 4/x"
X Link 2023-01-18T22:47Z [----] followers, [---] engagements

"Crescent Point Energy Corp. $CPG-T; Outperform & $15.00/sh 5/x"
X Link 2023-01-18T22:47Z [----] followers, [---] engagements

"NBF - Vision Monthly January [----] comparison table for Energy stocks. no target or rating changes vs Dec $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT NBF - Vision Monthly Dec [----] comparison table for Energy stocks. quite a few target changes $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/uYori5mUSW NBF - Vision Monthly Dec 2022"
X Link 2023-01-20T22:17Z [----] followers, 10.7K engagements

"Another flashback on the TD Action List (strong buys) for January [----] year ago targets $BLX $NPI $MEOH $ANRG $CJR.B $RCI.B $GIL $DOL $MFI $CPG $CVE $CEU $RY $LWRK $ONEX $MFC $GOLD $SJ $FTT $TECK.B $SLS $BAM $BIP $IFP $CPX $BEI.UN $FCR.UN $ITP $SPB $LSPD $SFTC $BBD.B $CP $NSC A little flashback on the TD Action List (strong buys) for March [----] $ARX $5.84 target $11 now $17.07 $FRU $6.02 target $15.5 now $15.64 $TOU $11.15 target $24 now [-----] #COM #OOTT https://t.co/xfHYq2bTla A little flashback on the TD Action List (strong buys) for March [----] $ARX $5.84 target $11 now $17.07 $FRU $6.02"
X Link 2023-01-22T21:13Z [----] followers, [----] engagements

"Oily Montney leader $OVV Gassy Montney leader $ARX #COM #OOTT Top oil and liquids producing Montney wells for November [----] Top oil and liquids producing Southeast Saskatchewan wells for November [----] $arx.to $ovv.to $vet.to $wcp.to $sgy.to $cpg.to #oilandgas #com https://t.co/2UmjFupnw9 Top oil and liquids producing Montney wells for November [----] Top oil and liquids producing Southeast Saskatchewan wells for November [----] $arx.to $ovv.to $vet.to $wcp.to $sgy.to $cpg.to #oilandgas #com https://t.co/2UmjFupnw9"
X Link 2023-01-23T23:26Z [----] followers, [----] engagements

"NBF - Oil Gas & Consumable Fuels - Q4 Preview: Reporting Themes & Estimates: Weather Pricing BRFN Reserves $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC #COM #OOTT NBF - Oil Gas & Consumable Fuels - 13th Annual Energy Conference: Continuing Momentum Summaries on: $AAV $BIR $CPG $HWX $KEC $PSK $SGY $TVE.TO $TPZ $VET.TO $WCP Key themes: -Inflation Efficiencies and Inventory 1/14🧵 #COM #OOTT https://t.co/zb9bq5bDUS NBF - Oil Gas & Consumable Fuels - 13th Annual Energy Conference:"
X Link 2023-01-27T14:57Z [----] followers, 15.5K engagements

"TD - Top Pick Investment Matrix for Cad Oil Gas and mixed names - Jan [--] [----] $SU moves from core oil to yield oil $CNQ moves from core mixed to yield mixed Enters the matrix: $IMO Exits: $SDE $VET.TO $CVE $ARX $TOU $PSK $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $OVV $FRU #COM #OOTT TD - Top Pick Investment Matrix for Cad Oil Gas and mixed names - Dec [--] [----] - no changes $CVE $ARX $TOU $CNQ $PSK $SU $WCP $TPZ $NVA $CPG $ERF $AAV $TPZ $SDE $OVV $VET.TO $FRU #COM #OOTT #EFT https://t.co/aeHV5O3djH TD - Top Pick Investment Matrix for Cad Oil Gas and mixed names - Dec [--] [----] - no changes $CVE $ARX"
X Link 2023-01-27T15:07Z [----] followers, [----] engagements

"NBF - Multiples FCF Yields and Leverage + Q4/22 NBF vs. Consensus Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT NBF - Oil Gas & Consumable Fuels - Q4 Preview: Reporting Themes & Estimates: Weather Pricing BRFN Reserves $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC #COM #OOTT https://t.co/SJ2P1wy4w3 NBF - Oil Gas & Consumable Fuels"
X Link 2023-01-27T15:11Z [----] followers, 10.5K engagements

"President's Monthly Report @ Peyto Exploration for Feb [----] "Revenue Security" -mechanistic DCA hedging program protects capex + 11c/m 11.3% dividend yield 70% hedged this winter higher than peers -Cascade Power direct connect late [----] -prod flat @ 105k boe/d #COM #OOTT $PEY Jean-Paul (JP) Lachance's first President's Monthly Report at Peyto Exploration and Development for Jan [----] -JP is New President & CEO Darren Gee retired Dec [--] [----] -Ending production of 108k boe/d https://t.co/9k9tc5icql $PEY.TO #COM #OOTT Jean-Paul (JP) Lachance's first President's Monthly Report at Peyto Exploration"
X Link 2023-02-04T15:55Z [----] followers, [----] engagements

"Ninepoint Energy Income Fund - January [----] - Top Ten Holdings and Weighting Change New to top 10: none Added: none Held: $FANG $CVE $DVN $PXO $EOG $TOU $CHK $VNOM $CHRD Decreased: $CTRA (-45%) No longer in top 10: none #COM #OOTT $NRGI Ninepoint Energy Income Fund - December [----] - Top Ten Holdings and Weighting Change [--] $CVE (4 last month) [--] $FANG (5) [--] $PXO (6) [--] $DVN (3) [--] $CTRA (1) [--] $TOU (2) [--] $EOG (8) [--] $CHK (7) [--] $VNOM (9) [--] $MEG [--] $CHRD (10) [--] $OVV #COM #OOTT $NRGI https://t.co/dfXFfWN1Id Ninepoint Energy Income Fund - December [----] - Top Ten Holdings and Weighting Change [--] $CVE"
X Link 2023-02-09T14:33Z [----] followers, [----] engagements

"TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - February [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Jan [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT https://t.co/BVMUsaAAtw TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Jan [--] [----] Yield"
X Link 2023-02-10T14:52Z [----] followers, 14.5K engagements

"DJ - EV/DACF (2024E) vs two-year compounded dividend yield plus PPS growth (2024E/22E) at strip (February 20) future & D/CF at strip prices (Feb 10) $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ $TVE $VET.TO $WCP $AAV $ATH $CR $HWX $NVA $SDE $IMO $MEG #OOTT #COM DJ - EV/DACF (2024E) vs FCF yield (2024E) at strip prices + EV/DACF (2024E) vs two-year compounded dividend yield plus PPS growth (2024E/22E) at strip $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ $TVE $VET.TO $WCP $AAV $ATH $CR $HWX $NVA $SDE $IMO $MEG #OOTT #COM https://t.co/PKuTgqxPgJ DJ - EV/DACF"
X Link 2023-02-13T14:55Z [----] followers, [----] engagements

"NBF - Vision Monthly February [----] comparison table for Energy stocks. Updated (finally) with new targets $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT NBF - Vision Monthly January [----] comparison table for Energy stocks. no target or rating changes vs Dec $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/CVCKpKiA1i NBF - Vision"
X Link 2023-02-14T14:38Z [----] followers, 16.1K engagements

"TD on Cenovus Energy's Q4 Report "FFOPS Misses; CEO Succession Plan Surprises" -CEO succession plan announced -$387mm in Q4/22 NCIB 50% return excess FFF (on target) -Net debt $4.3b ($5.3b Q322); 100% SH return @ $4b expected Q3 -FFOPS misses; production in-line #COM #OOTT $CVE TD on Cenovus Energy Q4 Weather Woes "Extreme Cold Weather Triggers Negative Downstream Revisions" -unplanned US refineries & Lloydminster Upgrader outages since Dec -Q4 downstream --CAD 90-95 mbbl/d vs [---] est --US 370-380mbbl/d vs [---] est -not unique to $CVE Impact #COM #OOT https://t.co/Pi23jeAL2u TD on Cenovus"
X Link 2023-02-16T14:16Z [----] followers, [----] engagements

"NBF & TD on Birchcliff Energy's Q4 Report -Volumes as Expected; CF Meets Reduced Street Expectations -PDP Reserves Increase 4% y/y; 2P Decline 3% -Management Underscores Commitment to Current Dividend -div requires US$3.15 HH US$75 WTI to be paid with CF #COM #OOTT $BIR 1/3 NBF & TD on Birchcliff Energy's 5-year plan update -previously announced dividend Increase $0.80/year (from $0.08) 9% Yield (see TD sensitivities slide for sustainability) -Broad Five-year Plan Intact but there is Room for Accelerated Growth Mid-decade #COM #OOTT $BIR 1/3 https://t.co/43PFIfLauR NBF & TD on Birchcliff"
X Link 2023-02-16T14:48Z [----] followers, [----] engagements

"TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Feb [--] [----] EVERYTHING IS CHEAPER NOW🙃 Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - February [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT https://t.co/HTvxov8yAN TD - O&G Comparison Table - CAD Gassy CAD Oily US oily"
X Link 2023-02-18T01:57Z [----] followers, 13.7K engagements

"BNS on Parex Resources' Q4 and Reserve Report "Dividend Increased 50%; Restructuring to Reduce Taxes" -Tax restructuring adds value -Dividend increased by 50% -Production halted in Northern Llanos -Q4 cash flow weaker than expected -Reserves increase 1/2 $PXT.TO #COM #OOTT BNS on Parex Resources Q3 -CF in line with the Street but capex was lower-than-expected because drilling and construction work was interrupted by blockades [-----] capex unchanged at $525-$575M higher in Q4 -October temporarily impacted by blockades #COM #OOTT $PXT.TO https://t.co/rSCf4c7yns BNS on Parex Resources Q3 -CF in"
X Link 2023-02-20T01:24Z [----] followers, [----] engagements

"@SteveWps $BP's cherry point refinery is just across the line in Blaine and 4x capacity of $PKI in burnaby. maybe $CVE will buy it @EnergyInvest0r"
X Link 2023-02-20T20:27Z [----] followers, [---] engagements

"BNS - December Thermal Production Update $ATH $CVE $CNQ $SU $MEG $IMO $COP $IPCO $PTR #COM #OOTT BNS - Comparing Athabasca and Lloydminster Monthly Thermal Production and SOR $ATH $CVE $CNQ $SU $MEG $IMO $COP $IPCO $PTR #COM #OOTT https://t.co/NE5UCkUP2l BNS - Comparing Athabasca and Lloydminster Monthly Thermal Production and SOR $ATH $CVE $CNQ $SU $MEG $IMO $COP $IPCO $PTR #COM #OOTT https://t.co/NE5UCkUP2l"
X Link 2023-02-20T23:03Z [----] followers, [----] engagements

"BNS - CAD O&G names - Feb [--] [----] -valuations at strip -relative [--] & [--] month performance -short interest $ARX $ARX.TO $CVE $CNQ $IMO $OVV $SU $TOU $TOU.TO $AAV $BIR $CPG $ERF $IPCO $KEL $PEY.TO $PXT.TO $SDE $AOI $MEG $NVA $BTE $POU $VET.TO $WCP $FRU $PSK $TPZ $BP $CVE #COM #OOTT BNS - CAD O&G names for Nov [--] [----] -valuations at strip -relative [--] & [--] month performance $ARX $ARX.TO $CVE $CNQ $IMO $OVV $SU $TOU $TOU.TO $AAV $BIR $CPG $ERF $IPCO $KEL $PEY.TO $PXT.TO $SDE $AOI $MEG $NVA $BTE $POU $VET.TO $WCP $FRU $PSK $TPZ $BP $CVE #COM #OOTT https://t.co/FD6t0mfwKW BNS - CAD O&G names for Nov 7"
X Link 2023-02-20T23:25Z [----] followers, 10.7K engagements

"Analyst ratings and consensus targets for Baytex Energy - Before Q4 report $8.13 (+46.49% Upside) $BTE.TO $BTE #COM #OOTT Analyst ratings and consensus targets for Baytex Energy - After Q3 report $8.82 (+16.77% Upside) $BTE.TO $BTE #COM #OOTT https://t.co/MeNKRKWEef Analyst ratings and consensus targets for Baytex Energy - After Q3 report $8.82 (+16.77% Upside) $BTE.TO $BTE #COM #OOTT https://t.co/MeNKRKWEef"
X Link 2023-02-23T05:19Z [----] followers, [----] engagements

"NBF and TD on Baytex Energy TD target drop to $7 (from $7.5) "Q4 In Line; Inflation Impacts Reserve Metrics" -Making progress on debt target - PDP 1P and 2P reserves decreased by 4% 5% and 3% -On track to achieve ESG goals -expects 50% FCF returns in Q3 1/2 $BTE #COM #OOTT NBF and TD on Baytex Energy's [----] Budget -$612.5m capex [----] mboe/d 4% growth (8% PPS) under a 55% payout ratio (strip) = 10-15% FCF [---] yr plan 50% payout expected 2-3% growth w/ 15-20% FCF yield -$19500/boed 23e cap eff up 5-10% Y/Y $BTE #COM #OOTT https://t.co/xQKwzqMrfa NBF and TD on Baytex Energy's [----] Budget -$612.5m"
X Link 2023-02-24T15:29Z [----] followers, [----] engagements

"TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Feb [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Feb [--] [----] EVERYTHING IS CHEAPER NOW🙃 Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT https://t.co/tG8gy9iZK3 TD - O&G Comparison Table - CAD Gassy CAD Oily US oily"
X Link 2023-02-24T15:43Z [----] followers, 13.4K engagements

"Analyst ratings and consensus targets for Ovintiv - Before Q4 report (Feb 27) C$81.91 US$60.25 (+32.28% Upside) $OVV #COM #OOTT Analyst ratings and consensus targets for Ovintiv - After Q3 report $67.46 (+15.36% Upside) $OVV.TO $OVV #COM #OOTT https://t.co/4B9QUL5KwZ Analyst ratings and consensus targets for Ovintiv - After Q3 report $67.46 (+15.36% Upside) $OVV.TO $OVV #COM #OOTT https://t.co/4B9QUL5KwZ"
X Link 2023-02-27T04:40Z [----] followers, [----] engagements

"Q: If $ROCC acquisition adds 50% production (42.6k boe/d) what does this reduce $BTE's (86.9k boe/d) Clearwater production (11k boe/d) as percentage of production to A: it doesn't matter they have the best Clearwater wells and an NYSE ticker 🤣🤣🤣 #COM #OOTT Why is Baytex synonymous with Clearwater when only 13% of the company's production comes from there (on boe basis) Currently 11k bbl/d and planned to grow to 15k bbl/d. Will still be by far the company's smallest play $BTE #COM #OOTT https://t.co/X2U6dw9SZI Why is Baytex synonymous with Clearwater when only 13% of the company's"
X Link 2023-02-28T04:04Z [----] followers, 13.2K engagements

"TD & BNS on Ovintiv "2023 Guidance in Line; Staying the Course on 50/50 FCF [-----] guidance supports stay-flat strategy [-----] net debt $3.6b flat q/q on $274mm acq; 50/50 FCF allocation remains -Q4/22 production in line; FFOPS beats consensus by 3% #COM #OOTT $OVV NBF TD and BNS on Ovintiv -results were in line w/ expectations [-----] capex and total prod guidance increased by 3% & 1% -oil & condensate guidance decreased 2% due to deferal completion some wells in US and operational problems in the Anadarko #COM #OOTT #EFT $OVV $OVV.TO https://t.co/FGPa7URTF2 NBF TD and BNS on Ovintiv -results"
X Link 2023-02-28T15:16Z [----] followers, [----] engagements

"NBF on Baytex Energy "Acquisition & Corporate Update" -target increased to $8.5 -Transformative Transaction @ 8% premium for $ROCC @ $50k/boe and 3-3.5x P/CF paid with stock and cash -expected to close Q2 -SH returns and value should be compounded #COM #OOTT $BTE NBF and TD on Baytex Energy's [----] Budget -$612.5m capex [----] mboe/d 4% growth (8% PPS) under a 55% payout ratio (strip) = 10-15% FCF [---] yr plan 50% payout expected 2-3% growth w/ 15-20% FCF yield -$19500/boed 23e cap eff up 5-10% Y/Y $BTE #COM #OOTT https://t.co/xQKwzqMrfa NBF and TD on Baytex Energy's [----] Budget -$612.5m capex"
X Link 2023-03-01T15:12Z [----] followers, [----] engagements

"BNS - Oil Sands Pathways Alliance "Pathways to Net Zero in a Stochastic World" -create one of the worlds largest decarbonization projects that would achieve net zero production for Scope [--] and [--] emissions for CAD oil sands [---] pg report 1/3 $CNQ $COP $CVE $IMO $SU $MEG #OOTT #COM TD - Oil Sands Pathways Alliance Provides Progress Update -initiatives underway prepare for project sanctioning -capex to ramp-up in [----] -Update as CAD gov highlights need for cost competitiveness w/ US $CNQ $COP $CVE $IMO $SU $MEG #OOTT #EFT #COM https://t.co/ExndAbauOp TD - Oil Sands Pathways Alliance Provides"
X Link 2023-03-03T15:42Z [----] followers, [----] engagements

"NBF - Gas Resource Peer Comparables (Strip Pricing) and O&G 2023e CFPS Sensitivities to +US$5/bbl WTI $KEL $KEC $NVA $POU $PIPE $AAV $ARX $BIR $CR $PEY $TOU $CNQ $IMO $SU $CVE $SGY $MEG $TVE $LOU $HWX $CPG $WCP $BTE $OVV $ERF $YGR $VET.TO #COM #OOTT"
X Link 2023-03-27T19:56Z [----] followers, [----] engagements

"NBF - 2023e CFPS Sensitivities to +US$0.25/mcf NYMEX $KEL $KEC $NVA $POU $PIPE $AAV $ARX $BIR $CR $PEY $TOU $CNQ $IMO $SU $CVE $SGY $MEG $TVE $LOU $HWX $CPG $WCP $BTE $OVV $ERF $YGR $VET.TO #COM #OOTT NBF - Gas Resource Peer Comparables (Strip Pricing) and O&G 2023e CFPS Sensitivities to +US$5/bbl WTI $KEL $KEC $NVA $POU $PIPE $AAV $ARX $BIR $CR $PEY $TOU $CNQ $IMO $SU $CVE $SGY $MEG $TVE $LOU $HWX $CPG $WCP $BTE $OVV $ERF $YGR $VET.TO #COM #OOTT https://t.co/Bf64PC5zHr NBF - Gas Resource Peer Comparables (Strip Pricing) and O&G 2023e CFPS Sensitivities to +US$5/bbl WTI $KEL $KEC $NVA $POU"
X Link 2023-03-27T20:05Z [----] followers, [----] engagements

"NBF - Kaybob Duvernay Operator Map $CPG $ATH $CVX $KEC $PTR $WCP $POU $REP $ROK $CVE #COM #OOTT"
X Link 2023-03-27T20:36Z [----] followers, [----] engagements

"NBF - Vision Monthly March [----] comparison table for Energy stocks $MEG downgrade $ARX.TO $OVV targets down $BTE $WCP targets up $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT NBF - Vision Monthly February [----] comparison table for Energy stocks. Updated (finally) with new targets $CNQ $CVE $IMO $SU $AAV $ARX.TO $BTE $BIR $CPG $ENR $FRU $HWX $KEL $MEG $NVA $OVV $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $WCP $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/pWDTyIVqCN NBF - Vision"
X Link 2023-03-29T02:23Z [----] followers, 19.6K engagements

"TD on Birchcliff Energy "Downgrading to HOLD on Valuation" -target down to $8 from $9 -Reducing Natural-gas Price Assumptions -Dividend Not Supported with CF -From De-leveraging to Re-leveraging -Valuation Already Reflects Higher Natural-gas Prices in Our View #COM #OOTT $BIR BNS on Birchcliff Energy's Q4 Report "Preliminary Q4 Results Slightly Behind; PDP Capital Efficiencies Remain Strong" -royalties 20% below expect -PDP reserves up 2P down -80c/sh div prioritized over capex ($260-280m) total payout over 100% on strip 1/2 #COM #OOTT $BIR https://t.co/UzUCFqAleC BNS on Birchcliff Energy's"
X Link 2023-03-29T14:24Z [----] followers, [----] engagements

"Why does Freehold Royalties compare netbacks & capex to $PEY $TVE $PIPE $VET.TO $POU $KEL $SDE $CPG $ARX.TO $SGY and emissions to $EOG $PXD $SGY $CNQ $WCP $CPG $CJ $TVE $COP $BNE $VET.TO $MRO $PEY $TOU $CLR but not other royalty cos like $PSK $TPZ #OOTT #COM"
X Link 2023-04-02T03:32Z [----] followers, [----] engagements

"Could Ovintiv have timed its acquisition any better $OVV #OOTT #COM Ovintiv - Apr [--] [----] Acquisition/Divestiture - New Slide Deck 🧵 -$3.125B cash & 32.6m shares -$2.3B net cash $0.825B all cash Bakken sale -Effective: January [--] [----] -Close: Before end of 2Q23 -20% dividend increase -net adds 20k/boe/d [----] https://t.co/YEOMotJFDN #COM #OOTT https://t.co/QTyzbvddLJ Ovintiv - Apr [--] [----] Acquisition/Divestiture - New Slide Deck 🧵 -$3.125B cash & 32.6m shares -$2.3B net cash $0.825B all cash Bakken sale -Effective: January [--] [----] -Close: Before end of 2Q23 -20% dividend increase -net adds"
X Link 2023-04-03T21:12Z [----] followers, [----] engagements

"Raymond James Target and rating updates: On steep decrease in NG pricing Lowered rating and Target: $bir direct to market perform $11 Lowered targets: $aav to $11 $fru to $20 $pey to $15 $tpz to $26 $tou to $85 $vet.to to $25 #com #oott"
X Link 2023-04-11T13:16Z [----] followers, [----] engagements

"@Michael71718318 turnover has been cut in half that's something but yeah underperformed $XEG last year. perhaps forgiven given 2021's performance https://x.com/emmpeethree1/status/1645296008958726145 Ninepoint Energy Fund [----] vs 2021: NAV MER turnover -ETF NAV more than doubled to $446m from $195m -MER down to 1.78% from 5.12% (no incentive fee for [----] underperformed $XEG) -Trading expense ratio 0.88% down from 3.04% -Turnover 207% down from 400% $NRRG #COM #OOTT https://t.co/SYr8YLe9vr https://x.com/emmpeethree1/status/1645296008958726145 Ninepoint Energy Fund [----] vs 2021: NAV MER"
X Link 2023-04-12T13:54Z [----] followers, [---] engagements

"@Dean44246602 10% div being paid for with 10% debt 🙂"
X Link 2023-04-12T14:49Z [----] followers, [---] engagements

"DJ - Summary of our recommendations and changes to our target prices (Canadian O&G) - Apr [--] [----] Increased targets: $ARX $IMO $CPG $PEY $WCP $ATH $NVA $MEG (growth) Decreased targets: $CVE $HWX $CR $CNQ $SU $ERF $TVE $FRU $TOU $PNE $VET $TPZ $AAV #COM #OOTT DJ - Shaken not stirred - 4Q22 review and 2023/2024 estimates Charts/tables edition 1/10 🧵 First up: 4Q22 Quarterly CFPS comparison $CNQ $CVE $IMO $SU $CPG $ERF $HWX $TVE $WCP $FRU $ATH $MEG $ARX $TOU $PEY $PNE $VET $TPZ $AAV $CR #COM #OOTT https://t.co/uJ6uYIZBrx DJ - Shaken not stirred - 4Q22 review and 2023/2024 estimates"
X Link 2023-04-17T14:39Z [----] followers, 11.4K engagements

"NBF - 1Q23 Cheat Sheet NBF vs. Consensus Comparative Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT DJ - Q1 [----] preview CFPS + vs Q4 CFPS and Q1 [----] Production changes for Q1 $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ $TVE $VET.TO $WCP $AAV $ATH $CR $HWX $NVA $SDE $IMO $MEG #OOTT #COM https://t.co/N7acBXYSX3 DJ - Q1 [----] preview CFPS + vs Q4 CFPS and Q1 [----] Production changes for Q1 $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ"
X Link 2023-04-19T14:11Z [----] followers, 14.5K engagements

"NBF Coverage Aggregate Hedging Gain/Loss -Hedging programs expected to be in the money for the remainder of [----] for Canadian O&G companies #OOTT #COM"
X Link 2023-04-19T14:14Z [----] followers, [---] engagements

"NBF - Conventional E&P 2P & 1P RLI (Based on YE-22 Reserves) $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $LCX $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT NBF - Conventional E&P 2P & 1P RLI (Based on YE-21 Reserves) -it's clear gassy names have larger reserves $VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC $YGR #COM #OOTT https://t.co/py7FEMRrhq NBF - Conventional E&P 2P & 1P RLI (Based on YE-21 Reserves)"
X Link 2023-04-19T14:17Z [----] followers, [----] engagements

"NBF - rating and target changes Apr [--] [----] Targets: Increased $CNQ $IMO $SU $MEG $CPG $WCP $POU No change $ERF $BTE $HWX $OVV $PEY $TPZ $TVE $KEC $LCX $LOU $YGR Decreased $CVE $ARX.TO $BIR $FRU $NVA $KEL $PIPE $TOU $PSK $VET.TO $AAV $CR $SGY Restricted $SDE #COM #OOTT ICYMI - a slew of NBF target changes Increases $IMO $SU $CVE $ERF $PEY $NVA $PSK No change $CNQ $AAV $FRU $HWX $MEG $TPZ $KEC $LCX $YGR Decreases $VET.TO (-42%) $ARX.TO $BIR $BTE $CPG $KEL $OVV $PIPE $TOU $TVE $WCP $POU $LOU $SGY $CR Restricted (for sale) $SDE #COM #OOTT https://t.co/Hbyq4K1uz7 ICYMI - a slew of NBF target"
X Link 2023-04-19T14:37Z [----] followers, [----] engagements

"TD - 1Q23 Cheat Sheet TD vs. Consensus Comparative Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY #COM #OOTT NBF - 1Q23 Cheat Sheet NBF vs. Consensus Comparative Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/Uo2w9sbnKB NBF - 1Q23 Cheat Sheet NBF vs. Consensus Comparative Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $BIR"
X Link 2023-04-21T14:18Z [----] followers, 10.8K engagements

"NBF - Vision Monthly April [----] comparison table for Energy stocks targets down $CNQ $BIR targets up $CPG $LCX $CVE $IMO $SU $AAV $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR $BTE $WCP $MEG $ARX.TO $OVV #COM #OOTT NBF - Vision Monthly March [----] comparison table for Energy stocks $MEG downgrade $ARX.TO $OVV targets down $BTE $WCP targets up $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/5uy2BryYRO NBF - Vision Monthly"
X Link 2023-04-21T14:29Z [----] followers, 11.7K engagements

"@Tonyforever2003 @Gugo907 by far my best performer YTD"
X Link 2023-04-22T01:24Z [----] followers, [--] engagements

"@Kevin_AGraham interesting that RY and NBF both covering a 1k boe/d producer: $LCX but missing out on others the likes of $PXT $PNE $SGY etc"
X Link 2023-04-22T23:23Z [----] followers, [---] engagements

"NBF - CAD Oil & Gas comparison chart Apr [--] [----] -Target EV/DACF Production Capex Cash Flow -pricing assumptions next $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $LCX $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT NBF - CAD Oil & Gas comparison chart Jan [--] [----] - Target EV/DACF Production Capex Cash Flow -pricing assumptions next $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT https://t.co/VC8Bk20g8W NBF - CAD Oil & Gas comparison chart Jan 11"
X Link 2023-04-23T04:11Z [----] followers, 14.7K engagements

"@BubleQe @EnergyInvest0r @MasBest2point0 @PSworldwide13 @JoeBeattie11 @CouldBeMistaken the main takeaway i got from this report and conference call is the worst is behind them. downstream is coming back bigly in Q2 upstream looked solid reduction in production yearly guidance mainly from non-operated"
X Link 2023-04-26T16:47Z [----] followers, [---] engagements

"@Leo_Value @RemindMe_OfThis nearly all Canadian gas producers have hedging via swaps or 2/3 way collars. $BIR is the only fully unhedged producer i can think of. worked out great for them last year but Q1 will hurt. I believe $PEY has the most hedging bad hedges last year are now in the money"
X Link 2023-05-01T02:35Z [----] followers, [---] engagements

"Analyst ratings and consensus targets for MEG Energy - Before 1Q23 report tomorrow $24.46 (+8.41% Upside) $MEG #COM #OOTT Analyst ratings and consensus targets for MEG Energy - Before Q4 report (Feb 27) $21.93 (-0.24% Downside) $MEG #COM #OOTT https://t.co/IDouqqUyP9 Analyst ratings and consensus targets for MEG Energy - Before Q4 report (Feb 27) $21.93 (-0.24% Downside) $MEG #COM #OOTT https://t.co/IDouqqUyP9"
X Link 2023-05-01T04:24Z [----] followers, [----] engagements

"TD on MEG Energy's 1Q23 "Q1/23 in-line; Exceeds 50% Shareholder Returns Target" -No op surprises -Exits Q US$1.0bln ND; hits SH returns target -Christina Lake post-payout status is imminent -Torque to tightening WCS dif #OOTT #COM $MEG DJ on MEG Energy's Q4 (full report) "Stepping Christina Lake up above nameplate" -increasing target to $25 -strong operational performance -torque to narrowing WCS differentials -volume reached 111k/bbl day may reach 120k in 2-3 yrs -100% FCF to SH expected 1Q25 #OOTT #COM $MEG https://t.co/FFjCXaknCB DJ on MEG Energy's Q4 (full report) "Stepping Christina Lake"
X Link 2023-05-02T13:47Z [----] followers, [----] engagements

"TD on MEG Energy's 1Q23 Conference Call -Line-of-sight to 120mbbl/d over 2-3 yrs w/ debottlenecking & redevelopment -WCS diff mid-teens structural -AB labour mkt tight potentially driving upward pressure on capex est of $400m -may expand USGC dock space #OOTT #COM $MEG TD on MEG Energy's 1Q23 "Q1/23 in-line; Exceeds 50% Shareholder Returns Target" -No op surprises -Exits Q US$1.0bln ND; hits SH returns target -Christina Lake post-payout status is imminent -Torque to tightening WCS dif #OOTT #COM $MEG https://t.co/8LnGtx4jsG TD on MEG Energy's 1Q23 "Q1/23 in-line; Exceeds 50% Shareholder"
X Link 2023-05-02T23:25Z [----] followers, [----] engagements

"DJ on MEG Energy's 1Q23 "Still steaming toward corporate debt target but royalty pain lies ahead" -Records another quarter of robust financial results -Cost savings help cushion the blow from softer WCS prices -Continue delivering 50% of FCF via share buybacks #OOTT #COM $MEG TD on MEG Energy's 1Q23 Conference Call -Line-of-sight to 120mbbl/d over 2-3 yrs w/ debottlenecking & redevelopment -WCS diff mid-teens structural -AB labour mkt tight potentially driving upward pressure on capex est of $400m -may expand USGC dock space #OOTT #COM $MEG https://t.co/hOF7bb2tpw TD on MEG Energy's 1Q23"
X Link 2023-05-03T14:39Z [----] followers, [----] engagements

"NBF on MEG Energy's 1Q23 "Business as Usual" -results in-line -Honing in on US$600 Million Net Debt Target -expect Christina Lake to reach post-payout status in Q2/23 #OOTT #COM $MEG DJ on MEG Energy's 1Q23 "Still steaming toward corporate debt target but royalty pain lies ahead" -Records another quarter of robust financial results -Cost savings help cushion the blow from softer WCS prices -Continue delivering 50% of FCF via share buybacks #OOTT #COM $MEG https://t.co/4p4Zy84BYS DJ on MEG Energy's 1Q23 "Still steaming toward corporate debt target but royalty pain lies ahead" -Records another"
X Link 2023-05-04T00:36Z [----] followers, [----] engagements

"Parex Resources seems to have stabilized despite the wild volatility hitting the rest of the sector. Has traded within a narrow range in recent months despite oil fluctuating $15 since the end of April. $PXT.TO #COM #OOTT When Parex Resources moves it moves In both directions $PXT.TO #COM #OOTT https://t.co/R941L2meHh When Parex Resources moves it moves In both directions $PXT.TO #COM #OOTT https://t.co/R941L2meHh"
X Link 2023-05-04T04:34Z [----] followers, [----] engagements

"@WTIBull Now do Q2. And $BIR. And $CJ"
X Link 2023-05-04T04:52Z [----] followers, [---] engagements

"DJ on MEG Energy's 1Q23 (Full Report) "Top-tier assets and a significantly improved balance sheet but valuation remains a little bit on the heavy side" -Hold: limited return vs target -2nd best performer this year (DJ coverage) -above peer group FCF @ strip #OOTT #COM $MEG NBF on MEG Energy's 1Q23 "Business as Usual" -results in-line -Honing in on US$600 Million Net Debt Target -expect Christina Lake to reach post-payout status in Q2/23 #OOTT #COM $MEG https://t.co/MMfnSI30Ux NBF on MEG Energy's 1Q23 "Business as Usual" -results in-line -Honing in on US$600 Million Net Debt Target -expect"
X Link 2023-05-04T04:57Z [----] followers, [----] engagements

"NBF and TD on Baytex Energy's 1Q23 "Poised Portfolio" -Sector perform w/ 85% upside @ $8.5 target -results in line -SH returns accelerating -Solid & Balanced Portfolio #COM #OOTT $BTE NBF on Baytex Energy "Acquisition & Corporate Update" -target increased to $8.5 -Transformative Transaction @ 8% premium for $ROCC @ $50k/boe and 3-3.5x P/CF paid with stock and cash -expected to close Q2 -SH returns and value should be compounded #COM #OOTT $BTE https://t.co/FcDSQNlMId NBF on Baytex Energy "Acquisition & Corporate Update" -target increased to $8.5 -Transformative Transaction @ 8% premium for"
X Link 2023-05-06T00:19Z [----] followers, [----] engagements

"NBF - Senior Liquids and Gas Resource Peer Comparables (Strip Pricing) - May [--] [----] $CNQ $BIR $CPG $LCX $CVE $IMO $SU $AAV $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR $BTE $WCP $MEG $ARX.TO $OVV #COM #OOTT NBF - Vision Monthly April [----] comparison table for Energy stocks targets down $CNQ $BIR targets up $CPG $LCX $CVE $IMO $SU $AAV $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR $BTE $WCP $MEG $ARX.TO $OVV #COM #OOTT https://t.co/VgFQvKy2yC NBF - Vision Monthly April 2023"
X Link 2023-05-10T00:11Z [----] followers, [----] engagements

"NBF DJ & TD on Suncor Energy's 1Q23 and Conference Call "Waiting for the COPs to show up" -maximize Base Mine production through 2026-27 $COP Surmont ROFR possible; tax pool implications -Debt for $TTE acq short term -new management to simplify for efficiency #COM #OOTT $SU DJ & TD on Suncor Energy's 1Q23 "No major surprises following a transformative quarter in the C-suite and at the asset level" -TD target down to $49 from $52 -Modest cash flow beat -Minor changes to [----] guidance -Slowing period of M&A #COM #OOTT $SU https://t.co/rtFwAmvmec DJ & TD on Suncor Energy's 1Q23 "No major"
X Link 2023-05-10T13:48Z [----] followers, [----] engagements

"TD and NBF on Birchcliff Energy's 1Q23 "Expectations of Higher Gas Prices a Key Component of Strategy" & "Option Value Unveiled" -target down AGAIN to $7.5 from $8 -CFPS in Line with Recently Reduced Consensus -Dividend Remains Unsustainable at Current Pricing 1/2 #COM #OOTT $BIR TD on Birchcliff Energy "Downgrading to HOLD on Valuation" -target down to $8 from $9 -Reducing Natural-gas Price Assumptions -Dividend Not Supported with CF -From De-leveraging to Re-leveraging -Valuation Already Reflects Higher Natural-gas Prices in Our View #COM #OOTT $BIR https://t.co/8MGsOFMIse TD on Birchcliff"
X Link 2023-05-11T13:33Z [----] followers, [----] engagements

"TD on Peyto Exploration's 1Q23 "Q1 As Expected. Guidance Unchanged" -Volume down in April and Impacted by Wildfires in May -CFPS In Line (after adjusting for outlier est.) -Capex unchanged -Div Not Sustainable At Current Prices for LT But Hedging Buys Time $PEY.TO #COM #OOTT DJ on Peyto Exploration's 1Q23 "A high price to PEY for an old hedge at Malin" -Posts muted cash flow print -Operations running smoothly through spring breakup -Smoothing out the peaks $PEY.TO #COM #OOTT https://t.co/kSzIKM7lTh DJ on Peyto Exploration's 1Q23 "A high price to PEY for an old hedge at Malin" -Posts muted"
X Link 2023-05-12T00:21Z [----] followers, 14.2K engagements

"TD on Suncor Energy "Is $COP Exercising the Surmont ROFR Really That Bad for $SU --- Some Big Unanswered Questions But Definitely Not All Bad We See Clear Positive Implications for Leverage/Capital Returns" #COM #OOTT $SU NBF DJ & TD on Suncor Energy's 1Q23 and Conference Call "Waiting for the COPs to show up" -maximize Base Mine production through 2026-27 $COP Surmont ROFR possible; tax pool implications -Debt for $TTE acq short term -new management to simplify for efficiency #COM #OOTT $SU https://t.co/659i5xE2TN NBF DJ & TD on Suncor Energy's 1Q23 and Conference Call "Waiting for the COPs"
X Link 2023-05-12T00:37Z [----] followers, 10.3K engagements

"NBF - CAD Oil & Gas comparison chart for May [--] [----] -Target EV/DACF Prod Capex Cash Flow & commodity price assumptions $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $LCX $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT NBF - CAD Oil & Gas comparison chart Apr [--] [----] -Target EV/DACF Production Capex Cash Flow -pricing assumptions next $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $LCX $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT https://t.co/G9GhJjeqkP NBF - CAD Oil & Gas comparison chart"
X Link 2023-05-17T13:34Z [----] followers, [----] engagements

"@Tonyforever2003 @Gugo907 ha you beat me to it"
X Link 2023-05-20T01:34Z [----] followers, [---] engagements

"NBF - Vision May [----] O&G comparison table Ratings: $SU Targets: $CNQ $IMO $SU $CPG $MEG $POU $WCP $AAV $ARX.TO $BIR $FRU $KEL $OVV $PIPE $PSK $TOU $VET.TO $CR $SGY Unchanged: $BTE $ERF $HWX $NVA $PEY.TO $TVE $TPZ $KEC $LOU $LCX $YGR Restricted: $SDE #COM #OOTT NBF - Vision Monthly March [----] comparison table for Energy stocks $MEG downgrade $ARX.TO $OVV targets down $BTE $WCP targets up $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/5uy2BryYRO NBF - Vision Monthly March 2023"
X Link 2023-05-20T15:34Z [----] followers, 12.6K engagements

"NBF on Whitecap Resources' potential tax liability "Potential Tax Reassessment" $WCP.TO #COM #OOTT"
X Link 2023-05-25T22:44Z [--] followers, [--] engagements

"DJ - Summary of our recommendations and changes to our target prices (Canadian O&G) - May [--] [----] Increased targets: none Decreased targets: ALL $ARX $IMO $CPG $PEY $WCP $ATH $NVA $MEG $CVE $HWX $CR $CNQ $SU $ERF $TVE $FRU $TOU $PNE $VET $TPZ $AAV #COM #OOTT DJ - Summary of our recommendations and changes to our target prices (Canadian O&G) - Apr [--] [----] Increased targets: $ARX $IMO $CPG $PEY $WCP $ATH $NVA $MEG (growth) Decreased targets: $CVE $HWX $CR $CNQ $SU $ERF $TVE $FRU $TOU $PNE $VET $TPZ $AAV #COM #OOTT https://t.co/qFy3PG7nSc DJ - Summary of our recommendations and changes to our"
X Link 2023-05-26T13:28Z [----] followers, [----] engagements

"DJ - 1Q23 Quarterly CFPS comparison $CNQ $CVE $IMO $SU $CPG $ERF $HWX $TVE $WCP $FRU $ATH $MEG $ARX $TOU $PEY $PNE $VET $TPZ $AAV $CR #COM #OOTT"
X Link 2023-05-26T13:34Z [----] followers, [--] engagements

"NBF on Lycos Energy's 1Q23 full report "Compounding Value Emerging" 187% total return seems reasonable right #COM #OOTT $LCX.V NBF on Lycos Energy's 1Q23 "Well positioned" #COM #OOTT $LCX.V https://t.co/vEaXHVKU9T NBF on Lycos Energy's 1Q23 "Well positioned" #COM #OOTT $LCX.V https://t.co/vEaXHVKU9T"
X Link 2023-05-26T23:12Z [----] followers, [----] engagements

"TD and DJ on Suncor Energy "The COPs have indeed shown up.partys over Adjusting estimates for the loss of Surmont" " $COP Exercises Surmont ROFR Sending SU/ $TTE Back to Drawing Board" Targets/Ratings unchanged #COM #OOTT $SU.TO NBF on Suncor Energy "TotalEnergies Acquisition Update" Target down to $60 from [--] 1/2 #COM #OOTT $SU https://t.co/lwUC98b7df NBF on Suncor Energy "TotalEnergies Acquisition Update" Target down to $60 from [--] 1/2 #COM #OOTT $SU https://t.co/lwUC98b7df"
X Link 2023-05-29T15:10Z [----] followers, [----] engagements

""Why most Canadian investors still pay nearly $10 to trade stocks online while Americans typically pay zero" Why pay for something that's offered for free at Disnat NBDB WealthSimple Trade Mogo and TD Easy Trade (50 free trades/yr) Disnat & NBDB w/ great research too"
X Link 2023-05-30T01:49Z [----] followers, [----] engagements

"DJ - Petroleum Status Report for June [--] [----] "Play at your own risk 1/2 🧵 #COM #OOTT"
X Link 2023-06-02T01:47Z [----] followers, [----] engagements

"NBF - Oil Gas & Consumable Fuels Report "Who's on First; Early Innings of the Gas Trade" -semi-bullish on NG -Recommends quality $TOU $AAV $ARX.TO $BIR or defensive offerings $TPZ $PSK & $SDE #COM #OOTT NBF - Oil Gas & Consumable Fuels Report - Megathread "2023 Outlook: Down But Not Out" Top [----] ideas Oil $CVE $ERF $HWX $TVE $WCP Gas $AAV $ARX $BIR $TOU Themes -Capex increase Y/Y -Cash returns to rise -M&A for inventory -Historically discounted multiples 1/x #COM #OOTT https://t.co/B3wGKUNyny NBF - Oil Gas & Consumable Fuels Report - Megathread "2023 Outlook: Down But Not Out" Top [----] ideas"
X Link 2023-06-02T13:56Z [----] followers, [----] engagements

"NBF - Gas Peers Sensitivity Analysis [----] EV/DACF $BIR $AAV $TOU $KEL $CR $NVA $ARX $PEY $SDE $POU $PIPE $KEC #OOTT #COM NBF - Oil Gas & Consumable Fuels Report "Who's on First; Early Innings of the Gas Trade" -semi-bullish on NG -Recommends quality $TOU $AAV $ARX.TO $BIR or defensive offerings $TPZ $PSK & $SDE #COM #OOTT https://t.co/YrcYHsxNdF NBF - Oil Gas & Consumable Fuels Report "Who's on First; Early Innings of the Gas Trade" -semi-bullish on NG -Recommends quality $TOU $AAV $ARX.TO $BIR or defensive offerings $TPZ $PSK & $SDE #COM #OOTT https://t.co/YrcYHsxNdF"
X Link 2023-06-02T14:05Z [----] followers, [----] engagements

"@ZhehuiJ @Tonyforever2003 @In_Sapiens ahh that's genius in retrospect. i understand the issue with them having no room left in Q4 didn't couldnt buy when it hit high teens. makes sense with the current price up 40% YTD to ease off on it"
X Link 2023-06-06T01:29Z [----] followers, [--] engagements

"NBF - CAD Oil & Gas comparison chart June [--] [----] -Target EV/DACF Production Capex Cash Flow [--] page screenshot $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $LCX $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT NBF - CAD Oil & Gas comparison chart Apr [--] [----] -Target EV/DACF Production Capex Cash Flow -pricing assumptions next $CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $LCX $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP #COM #OOTT https://t.co/G9GhJjeqkP NBF - CAD Oil & Gas comparison chart Apr [--] 2023"
X Link 2023-06-07T05:28Z [----] followers, [----] engagements

"@BeegJj oh i thought you switched $NRGI to $ENCC"
X Link 2023-06-08T13:57Z [----] followers, [---] engagements

"@RBC_JMiddleton i believe Ycharts premium may offer it i believe i've seen them disclose options holdings for $NRGI otherwise the only way I believe is through quarterly disclosures so we can see the fund still owned $SGY $CPG and $LOU as of March 31"
X Link 2023-06-09T00:57Z [----] followers, [---] engagements

"Here are the twitter analytics for the time period 30/05/2023 - 08/06/2023: $POU $PSK $IMO $OVV #COM #OOTT Which TSX listed energy company (over $4b market cap) do you feel gets the least attention on Twitter Which TSX listed energy company (over $4b market cap) do you feel gets the least attention on Twitter"
X Link 2023-06-09T01:10Z [----] followers, [----] engagements

"Ninepoint Energy Income Fund for May [----] - Top Ten Holdings and Weighting Change New to top 10: none Added: $CHRD Held: $FANG $TOU $PXO $CVE $DVN $EOG $CHK $VNOM $CTRA Decreased: none No longer in top 10: none #COM #OOTT $NRGI Ninepoint Energy Income Fund - April [----] Top Ten Holdings and Weighting Change NO CHANGES #COM #OOTT $NRGI https://t.co/nPDaQc1o42 Ninepoint Energy Income Fund - April [----] Top Ten Holdings and Weighting Change NO CHANGES #COM #OOTT $NRGI https://t.co/nPDaQc1o42"
X Link 2023-06-09T05:19Z [----] followers, [----] engagements

"NBF - Vision June [----] O&G comparison table Ratings: $SDE (from restricted) Targets: $ARX.TO $CNQ $SU $PEY.TO $KEC ➡ $CPG $MEG $POU $WCP $BIR $FRU $KEL $OVV $PIPE $PSK $TOU $VET.TO $CR $SGY $BTE $ERF $HWX $NVA $TVE $TPZ $LOU $LCX $YGR #COM #OOTT NBF - Vision May [----] O&G comparison table Ratings: $SU Targets: $CNQ $IMO $SU $CPG $MEG $POU $WCP $AAV $ARX.TO $BIR $FRU $KEL $OVV $PIPE $PSK $TOU $VET.TO $CR $SGY Unchanged: $BTE $ERF $HWX $NVA $PEY.TO $TVE $TPZ $KEC $LOU $LCX $YGR Restricted: $SDE #COM #OOTT https://t.co/eAXlSiwd4f NBF - Vision May [----] O&G comparison table Ratings: $SU Targets:"
X Link 2023-06-17T15:20Z [----] followers, 17.7K engagements

"TD on Baytex Energy "Closing of Ranger Acq'n Marks New Chapter; Updates [----] Guidance" #COM #OOTT $BTE.TO NBF and TD on Baytex Energy's 1Q23 "Poised Portfolio" -Sector perform w/ 85% upside @ $8.5 target -results in line -SH returns accelerating -Solid & Balanced Portfolio #COM #OOTT $BTE https://t.co/GUxSoKyKwV NBF and TD on Baytex Energy's 1Q23 "Poised Portfolio" -Sector perform w/ 85% upside @ $8.5 target -results in line -SH returns accelerating -Solid & Balanced Portfolio #COM #OOTT $BTE https://t.co/GUxSoKyKwV"
X Link 2023-06-22T03:12Z [----] followers, [----] engagements

"NBF on Baytex Energy "BTE Ranger Closing" #COM #OOTT $BTE.TO TD on Baytex Energy "Closing of Ranger Acq'n Marks New Chapter; Updates [----] Guidance" #COM #OOTT $BTE.TO https://t.co/8g08FMLLuS TD on Baytex Energy "Closing of Ranger Acq'n Marks New Chapter; Updates [----] Guidance" #COM #OOTT $BTE.TO https://t.co/8g08FMLLuS"
X Link 2023-06-23T15:34Z [----] followers, [----] engagements

"DJ on Baker Hughes Rig Count for June [--] [----] "Downbeat in Dallas; lower commodity prices and inflation depressing industry sentiment" 1/2 #COM #OOTT"
X Link 2023-06-24T01:59Z [----] followers, [----] engagements

"NBF - H2/2023 Company-Specific Catalyst Matrix 🔥🔥 $CVE 🔥 $HWX $KEC $CPG $LCX $TVE $WCP 💩 $BIR $CR $YVR $VET.TO $PSK $PEY $PIPE $AAV $ARX $CPG $ERF $FRU $KEL $NVA $TVE $WCP $BTE $CNQ $IMO $TOU $TPZ $SDE $SU $POU $MEG $OVV #COM #OOTT"
X Link 2023-06-29T19:43Z [----] followers, [----] engagements

"@gubbeen1 @Volkomm_ @Gugo907 time and place makes sense for a telco or utility to be dividend aristocrats makes no sense for cyclicals to attempt to - unless you're $CNQ i guess"
X Link 2023-06-29T23:31Z [----] followers, [---] engagements

"NBF - Equity Performance and Correlation Heat Map Returns 1M 3M Q1-2 YTD Correlation vs WTI/NYMEX/WCS $CVE $HWX $KEC $CPG $LCX $TVE $WCP $CR $YVR $VET.TO $PSK $PEY $PIPE $AAV $ARX $CPG $ERF $FRU $KEL $NVA $TVE $WCP $BTE $CNQ $IMO $TOU $TPZ $SDE $SU $POU $MEG $OVV #COM #OOTT"
X Link 2023-06-29T23:33Z [----] followers, [----] engagements

"@Gugo907 @Volkomm_ @gubbeen1 i dunno seems like people are big fans of $TOU even they go up and down it'll be humbling to see the level of enthusiasm when the first special goes under a buck. my high level analysis projects it for Q3"
X Link 2023-06-29T23:51Z [----] followers, [---] engagements

"NBF - 2024e EV/DACF Multiples vs. Historical (3 years) $CVE $HWX $KEC $CPG $LCX $TVE $WCP $CR $YVR $VET.TO $PSK $PEY $PIPE $AAV $ARX $CPG $ERF $FRU $KEL $NVA $TVE $WCP $BTE $CNQ $IMO $TOU $TPZ $SDE $SU $POU $MEG $OVV #COM #OOTT"
X Link 2023-06-29T23:55Z [----] followers, [----] engagements

"TD - Revised Estimates Recommendations and Target Prices (CAD O&G) Ratings: No changes Targets: $CNQ $ARX.TO $KEL $TOU $SHEL ➡ $CVE $IMO $MEG $SU $BIR $CPG $CR $ERF $NVA $VET.TO $WCP $FRU $KRP $TPZ $VNOM $AAV $BTE $EOG $PEY $SDE $PSK $BP #COM #OOTT TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Feb [--] [----] Yield D/CF % Drawn all in PoR boe/d EV/DACF $AAV $ARX $BIR $CPG $CR $KEL $NVA $PEY $SDE $TOU $VET.TO $WCP $AR $EOG $EQT $ERF $FANG $OVV $PDCE $PXD $RRC #COM #OOTT https://t.co/p1plca5vIy TD - O&G Comparison Table - CAD Gassy CAD Oily US oily Marcellus - Feb [--] [----] Yield"
X Link 2023-06-30T05:42Z [----] followers, 10K engagements

"NBF - O&G Revised Ratings/Estimates/Valuations table Rating $POU Target $PSK $CR ➡ $ARX $BTE $CPG $ERF $FRU $HWX $KEL $PIPE $POU $SDE $TPZ $VET.TO $WCP $KEC $LCX $LOU $SGY $YGR $CVE $CNQ $IMO $SU $AAV $BIR $MEG $NVA $OVV $PEY $TOU $TVE 1/2 #COM #OOTT NBF - Vision June [----] O&G comparison table Ratings: $SDE (from restricted) Targets: $ARX.TO $CNQ $SU $PEY.TO $KEC ➡ $CPG $MEG $POU $WCP $BIR $FRU $KEL $OVV $PIPE $PSK $TOU $VET.TO $CR $SGY $BTE $ERF $HWX $NVA $TVE $TPZ $LOU $LCX $YGR #COM #OOTT https://t.co/Lrl1mUCqpN NBF - Vision June [----] O&G comparison table Ratings: $SDE (from restricted)"
X Link 2023-07-01T14:40Z [----] followers, 20.3K engagements

"Ink Research - Canadian energy names - Insider Buying & Insider selling (last [--] days) for July [--] [----] Top [--] buying: $HHRS $BTE $TOU $FRU $ATH Top [--] selling: $SDE $SU $CNQ $NVA $CVE #COM #OOTT Ink Research - Canadian energy names - Insider Buying & Insider selling (last [--] days) for June [--] [----] Buying: $TOU $FRU $ATH $TVE $CJ Selling: $SDE $WCP $CNQ $SU $NVA #COM #OOTT https://t.co/UBicjmIphG Ink Research - Canadian energy names - Insider Buying & Insider selling (last [--] days) for June [--] [----] Buying: $TOU $FRU $ATH $TVE $CJ Selling: $SDE $WCP $CNQ $SU $NVA #COM #OOTT https://t.co/UBicjmIphG"
X Link 2023-07-04T04:54Z [----] followers, [----] engagements

"@coenjarts @Kevin_AGraham mainly $BIR"
X Link 2023-07-05T05:57Z [----] followers, [--] engagements

"milk chocolate ale - tastes how i expected it to taste but certainly doesn't look the way i expected it to look"
X Link 2023-07-09T01:56Z [----] followers, [----] engagements

"@EnergyInvest0r @cckanaan Doesn't seem like the field has been that productive for a decade"
X Link 2023-07-09T00:41Z [----] followers, [---] engagements

"@CouldBeMistaken @IglooInnkeeper I get your point but kind of grasping at straws for catalysts when hoping for a court victory. When $vet.to isn't fighting it in court and they are the largest gas producer in the country with the most to gain it's indicative of the odds of success to me"
X Link 2023-07-09T07:27Z [----] followers, [---] engagements

"@xBeeriant @nadinelindsey_ @sohaibab9 @Qeka_Q @ClubLng @sjmuir @joemama48072123 @SHOPGod2 @SteveWps Yup in town till the weekend"
X Link 2023-07-10T04:41Z [----] followers, [---] engagements

"TD - "The Evolving Global Energy Mix and Emerging Valuation Trends - Renewables Valuations Back to Spring [----] Levels Oil and Gas Valuations Remain Relatively Attractive In Our View" 1/2 #COM #OOTT TD - "The Evolving Global Energy Mix and Emerging Valuation Trends" -NA O&G multiples expanded slightly remain depressed & valuations vs. coal static -Renewables multiples down from record highs remain elevated -Coal valuations reflect industry in secular decline #COM #OOTT https://t.co/oBgoOJhnnA TD - "The Evolving Global Energy Mix and Emerging Valuation Trends" -NA O&G multiples expanded"
X Link 2023-07-10T23:49Z [----] followers, [----] engagements

"Ninepoint Energy Income Fund for June [----] - Top Ten Holdings and Weighting Change New to top 10: $PR $NOG Added: $CHRD (+30%) $DVN $PXD Held: $FANG $TOU $CVE $EOG $VNOM Decreased: none No longer in top 10: $CHK $CTRA #COM #OOTT $NRGI Ninepoint Energy Income Fund for May [----] - Top Ten Holdings and Weighting Change New to top 10: none Added: $CHRD Held: $FANG $TOU $PXO $CVE $DVN $EOG $CHK $VNOM $CTRA Decreased: none No longer in top 10: none #COM #OOTT $NRGI https://t.co/pCdsUu5Vfo Ninepoint Energy Income Fund for May [----] - Top Ten Holdings and Weighting Change New to top 10: none Added:"
X Link 2023-07-11T22:52Z [----] followers, 10.9K engagements

"Short Interest by Q 2022-2023 $BIR.TO $PEY.TO $CNQ $ATH.TO $PXT.TO $BTE.TO $SU.TO $PSK.TO $MEG.TO $CPG.TO $TVE.TO $CJ.TO $OBE.TO $TOU $FRU.TO $VET.TO $SGY.TO $ARX.TO $CVE.TO $HWX.TO $SDE.TO $ERF.TO $POU.TO $WCP.TO $IMO.TO $KEL.TO $CR.TO $AAV.TO $SGY.TO #COM OOTT Theres many reasons why Insiders sell; Theres only one reason they buy. And despite some of the lowest WTI / NYMEX prices weve seen in the last couple years mgmt insiders continue to pick up Oil & Gas stocks. This should give investors confidence heading into Q2 earnings. Our https://t.co/V5Weqx9Bkz Theres many reasons why Insiders"
X Link 2023-07-13T01:47Z [----] followers, [----] engagements

"@bisonBBQtime No sale price on this one"
X Link 2023-07-16T16:05Z [----] followers, [---] engagements

"@In_Sapiens Looking at ytd looks like we're back to were we were a month ago and level cruised at four last few months"
X Link 2023-07-17T14:51Z [----] followers, [--] engagements

"NBF - 2Q23 Cheat Sheet NBF vs. Consensus Comparative CFPS and Production Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT NBF - 1Q23 Cheat Sheet NBF vs. Consensus Comparative Estimates and Reporting Dates $CNQ $CVE $IMO $SU $AAV $BIR $CPG $ERF $FRU $HWX $KEL $MEG $NVA $POU $PEY.TO $PIPE $PSK $SDE $TVE $TPZ $TOU $VET.TO $CR $KEC $LOU $SGY $YGR #COM #OOTT https://t.co/Uo2w9sbnKB NBF - 1Q23 Cheat Sheet NBF vs. Consensus Comparative Estimates and Reporting Dates $CNQ"
X Link 2023-07-18T14:34Z [----] followers, 12K engagements

"TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: none No change: $SHEL $ARX.TO $CVE $IMO $TOU $BTE $CPG $ERF $WCP $SU.TO $TPZ $NVA $CNQ $FRU Exits the matrix: none #COM #OOTT"
X Link 2023-07-20T16:24Z [----] followers, [----] engagements

"@BubleQe @TheFreeCashFlow @trend_bullish @CaptnForesight @BaskinWealth hard disagree. $su proactively took a conservative approach Had oil stayed low for years (which was expected) it would have been the right call to make Is management incompetent for making a decision to protect the business and balance sheet in the long term"
X Link 2023-07-28T20:28Z [----] followers, [---] engagements

"Chevron beats on 2q23 earnings. Can our Canadian names so the same #oott #com $cvx"
X Link 2023-07-24T00:36Z [----] followers, [----] engagements

"TD on Baytex Energy's 2Q23 "Uneventful Q; Closely Follows Release of Pro-forma ROCC Guidance" #COM #OOTT $BTE.TO TD on Baytex Energy "Closing of Ranger Acq'n Marks New Chapter; Updates [----] Guidance" #COM #OOTT $BTE.TO https://t.co/8g08FMLLuS TD on Baytex Energy "Closing of Ranger Acq'n Marks New Chapter; Updates [----] Guidance" #COM #OOTT $BTE.TO https://t.co/8g08FMLLuS"
X Link 2023-07-29T07:25Z [----] followers, [----] engagements

"TD on MEG Energy's 2Q23 "Beats on FFOPS; Consistent Execution on Shareholder Returns" Target up to $25 from $23 remains a hold #OOTT #COM $MEG NBF on MEG Energy's 1Q23 "Business as Usual" -results in-line -Honing in on US$600 Million Net Debt Target -expect Christina Lake to reach post-payout status in Q2/23 #OOTT #COM $MEG https://t.co/MMfnSI30Ux NBF on MEG Energy's 1Q23 "Business as Usual" -results in-line -Honing in on US$600 Million Net Debt Target -expect Christina Lake to reach post-payout status in Q2/23 #OOTT #COM $MEG https://t.co/MMfnSI30Ux"
X Link 2023-07-29T07:33Z [----] followers, [----] engagements

"NBF on Baytex Energy's 2Q23 "Baytex-Watch" #COM #OOTT $BTE.TO TD on Baytex Energy's 2Q23 "Uneventful Q; Closely Follows Release of Pro-forma ROCC Guidance" #COM #OOTT $BTE.TO https://t.co/JcGNCBT1XT TD on Baytex Energy's 2Q23 "Uneventful Q; Closely Follows Release of Pro-forma ROCC Guidance" #COM #OOTT $BTE.TO https://t.co/JcGNCBT1XT"
X Link 2023-07-29T08:47Z [----] followers, [----] engagements

"NBF on Ovintiv's 2Q23 "Blame Canada.For a Strong Quarter" #COM #OOTT $OVV NBF on Ovintiv's 1Q23 "Strong Asset Performance" -results in line -full year guidance unchanged -forecasting shareholder returns of $730 million for the balance of the year and we expect the company to reach its debt target by late [----] #COM #OOTT $OVV https://t.co/gtF9EJJtAu NBF on Ovintiv's 1Q23 "Strong Asset Performance" -results in line -full year guidance unchanged -forecasting shareholder returns of $730 million for the balance of the year and we expect the company to reach its debt target by late [----] #COM #OOTT"
X Link 2023-07-29T08:49Z [----] followers, [----] engagements

"NBF - Vision July/August [----] O&G comparison table Ratings: $POU Targets: $PSK $CR $CVE $IMO $CNQ $SU $AAV $BIR $MEG $NVA $OVV $PEY $SDE $TVE $TOU ➡ $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $POU $PIPE $TPZ $VET.TO $WCP $LOU $LCX $KEC $SGY $YGR #COM #OOTT NBF - Vision June [----] O&G comparison table Ratings: $SDE (from restricted) Targets: $ARX.TO $CNQ $SU $PEY.TO $KEC ➡ $CPG $MEG $POU $WCP $BIR $FRU $KEL $OVV $PIPE $PSK $TOU $VET.TO $CR $SGY $BTE $ERF $HWX $NVA $TVE $TPZ $LOU $LCX $YGR #COM #OOTT https://t.co/Lrl1mUCqpN NBF - Vision June [----] O&G comparison table Ratings: $SDE (from restricted)"
X Link 2023-07-29T09:38Z [----] followers, 10.5K engagements

"@Tonyforever2003 A only portfolio work is have full done nicely 🙂 http://pxt.to http://pxt.to"
X Link 2023-07-30T04:17Z [----] followers, [--] engagements

"@Gugo907 Still wondering why they sold $xto"
X Link 2023-07-30T15:46Z [----] followers, [---] engagements

"@Tonyforever2003 @FuzzyBe02910905 @Gugo907 @Henrik115 @In_Sapiens @ZhehuiJ Ahh I guess that was pretax"
X Link 2023-07-30T19:22Z [----] followers, [--] engagements

"Ink Research - Canadian EP Insider Buying & Insider selling (last [--] days) for August [--] [----] August: Buying: $BTE $GASX $TOU $WCP $HHRS Selling: $SDE $CVE $HWX $CNQ $PEY Last month: Buying: $HHRS $BTE $TOU $FRU $ATH Selling: $SDE $SU $CNQ $NVA $CVE #COM #OOTT Ink Research - Canadian energy names - Insider Buying & Insider selling (last [--] days) for July [--] [----] Top [--] buying: $HHRS $BTE $TOU $FRU $ATH Top [--] selling: $SDE $SU $CNQ $NVA $CVE #COM #OOTT https://t.co/3s77ipiSac Ink Research - Canadian energy names - Insider Buying & Insider selling (last [--] days) for July [--] [----] Top [--] buying: $HHRS"
X Link 2023-08-05T08:03Z [----] followers, [----] engagements

"DJ on MEG Energy's 2Q23 "2Q23 first takeanother turnaround the sun but payout doesnt mean buybacks are done" #OOTT #COM $MEG TD on MEG Energy's 2Q23 "Beats on FFOPS; Consistent Execution on Shareholder Returns" Target up to $25 from $23 remains a hold #OOTT #COM $MEG https://t.co/gn5UX0l1CF TD on MEG Energy's 2Q23 "Beats on FFOPS; Consistent Execution on Shareholder Returns" Target up to $25 from $23 remains a hold #OOTT #COM $MEG https://t.co/gn5UX0l1CF"
X Link 2023-08-09T19:28Z [----] followers, [----] engagements

"DJ on Enerplus' 2Q23 "2Q23 first take: Say Hello to my Little Knife bumps quarterly dividend on the back of strong North Dakota well results" #OOTT #COM $ERF.TO"
X Link 2023-08-10T20:16Z [----] followers, [----] engagements

"@EnergyInvest0r @nadinelindsey_ @z_or_zee @VanIsleInvestor @liberal_party Thought you said you'd never touch $bir"
X Link 2023-08-12T21:07Z [----] followers, [---] engagements

"@notjaso79646447 I remember in the mid 2000s when a buddy and I drove across country we were shocked by the availability (every depanneur and grocery store) and low price of beer in QC The gas stations would proudly advertise their [--] flats of beer are "the lowest price allowed by law""
X Link 2023-08-14T17:41Z [----] followers, [---] engagements

"Which company has the biggest difference vs current share price #COM #OOTT Producer NAVs exhibit significant sensitivity to changes in commodity pricing with cost structure balance sheet leverage key drivers of variability https://t.co/S30DXqFnAE Producer NAVs exhibit significant sensitivity to changes in commodity pricing with cost structure balance sheet leverage key drivers of variability https://t.co/S30DXqFnAE"
X Link 2023-08-16T12:03Z [----] followers, [----] engagements

"DJ - 2024E FCF yields at strip prices (Aug [--] 2023) & EV/DACF (2024E) vs FCF yield (2024E) at strip prices $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ $TVE $VET.TO $WCP $AAV $ATH $CR $HWX $NVA $SDE $IMO $MEG #OOTT #COM"
X Link 2023-08-21T23:43Z [----] followers, [----] engagements

"@jim_duffus I read it was speech from jpow talking about energy prices then went on to say they are globally priced Classic knee jerk"
X Link 2023-08-26T15:28Z [----] followers, [---] engagements

"NBF on MEG Energy's 2Q23 "Turnaround Complete Time to Drive Down Debt" #OOTT #COM $MEG.TO DJ on MEG Energy's 2Q23 "2Q23 first takeanother turnaround the sun but payout doesnt mean buybacks are done" #OOTT #COM $MEG https://t.co/NUCDz52mwz DJ on MEG Energy's 2Q23 "2Q23 first takeanother turnaround the sun but payout doesnt mean buybacks are done" #OOTT #COM $MEG https://t.co/NUCDz52mwz"
X Link 2023-08-26T22:43Z [----] followers, [----] engagements

"NBF on ARC Resources' 2Q23 "Table Setting Sunrise Expansion Complete" $ARX.TO #COM #OOTT"
X Link 2023-08-26T23:57Z [----] followers, [----] engagements

"TD on Kelt Exploration's 2Q23 "Momentum Coming" Target raised to C$8.50 (Was C$7.00) $KEL.TO #OOTT #COM"
X Link 2023-08-27T23:28Z [----] followers, [----] engagements

"NBF on Peyto Exploration's 2Q23 "Market Exposure Sustains Dividend" Target raised to $16 (Was $15.5) $PEY.TO #COM #OOTT"
X Link 2023-08-29T13:48Z [----] followers, [----] engagements

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