#  @BubleQe LNG QE 🇨🇦
Canadian LNG companies, particularly Tourmaline Oil ($tou.to) and ARC Resources ($arx.to), are making significant moves in the Montney region, with $arx.to supplying gas to LNG Canada and having agreements with major players like Shell and Cheniere. Consolidation in the industry is underway, with $arx.to and other companies like Tourmaline Oil and Canadian Natural Resources ($cnq.to) positioning themselves for future growth. The outlook for Canadian LNG exports is bright, with several projects, including LNG Canada Phase 2, Ksi Lisims LNG, and Cedar LNG, expected to drive demand for natural gas from the BC Montney region.
### Engagements: [-----] [#](/creator/twitter::1187495086453448704/interactions)
- [--] Week [-------] +96%
- [--] Month [-------] +61%
- [--] Months [---------] -18%
- [--] Year [---------] -4.90%
### Mentions: [--] [#](/creator/twitter::1187495086453448704/posts_active)
- [--] Week [---] -28%
- [--] Month [---] +1.80%
- [--] Months [-----] +22%
- [--] Year [-----] +15%
### Followers: [-----] [#](/creator/twitter::1187495086453448704/followers)
- [--] Week [-----] +0.44%
- [--] Month [-----] +2.20%
- [--] Months [-----] +4.20%
- [--] Year [-----] +9.30%
### CreatorRank: [-------] [#](/creator/twitter::1187495086453448704/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 31.16% [stocks](/list/stocks) 25% [countries](/list/countries) 10.14% [cryptocurrencies](/list/cryptocurrencies) 3.26% [technology brands](/list/technology-brands) 2.9% [currencies](/list/currencies) 1.81% [social networks](/list/social-networks) 1.81% [celebrities](/list/celebrities) 1.09% [mls](/list/mls) 0.36% [musicians](/list/musicians) 0.36%
**Social topic influence**
[$arxto](/topic/$arxto) #1, [$touto](/topic/$touto) #1, [gas](/topic/gas) #570, [$cnqto](/topic/$cnqto) #1, [in the](/topic/in-the) 13.77%, [$cnq](/topic/$cnq) #5, [dividend](/topic/dividend) #434, [canada](/topic/canada) 8.33%, [$tpzto](/topic/$tpzto) 6.88%, [$tou](/topic/$tou) 6.52%
**Top accounts mentioned or mentioned by**
[@stephenkalil](/creator/undefined) [@arcresources](/creator/undefined) [@trendbullish](/creator/undefined) [@nuggetcapital](/creator/undefined) [@bb19043](/creator/undefined) [@assettraveller](/creator/undefined) [@tourmalineoil](/creator/undefined) [@stevewps](/creator/undefined) [@garquake](/creator/undefined) [@peterlukacsr](/creator/undefined) [@cv570957](/creator/undefined) [@doerksenmorley](/creator/undefined) [@razoroil](/creator/undefined) [@cardytruster](/creator/undefined) [@segen1971](/creator/undefined) [@gabfedfra](/creator/undefined) [@fullscopewelds](/creator/undefined) [@biglunks](/creator/undefined) [@oilrambo](/creator/undefined) [@ghburnscfa](/creator/undefined)
**Top assets mentioned**
[Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Accelerant Holdings (ARX)](/topic/$arx) [TC Energy Corporation (TRP)](/topic/$trp) [Copiosa Coin (COP2)](/topic/$cop) [South Bow Corporation (SOBO)](/topic/$sobo) [Scroll (SCR)](/topic/$scr) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$TOU.TO printing on their TTF #LNG volumes 🔥 LNG changes the game for EU #NaturalGas supply"
[X Link](https://x.com/BubleQe/status/2021638460378165740) 2026-02-11T17:32Z [----] followers, [----] 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](https://x.com/BubleQe/status/1966540239415222385) 2025-09-12T16:31Z [----] followers, 37.5K engagements
"The #Consolidation continues. US HQd $OVV Ovintiv buying $NVA.TO 🔥 #Montney"
[X Link](https://x.com/BubleQe/status/1985831707548037467) 2025-11-04T22:09Z [----] followers, [----] engagements
"Including a few informative slides from $TRP / @TCEnergy 's updated deck from today's ER. These Global + North American NaturalGas #LNG export & domestic Power demand figures are staggering prolific growth.🔥 ✔NYMEX [--] month strip is now comfortable $4 USD see below"
[X Link](https://x.com/BubleQe/status/1986449214172508419) 2025-11-06T15:02Z [----] followers, [----] engagements
"$TRP.TO $TRP +7% in the last week. #EnergyInfrastructure"
[X Link](https://x.com/BubleQe/status/1987987429715046517) 2025-11-10T20:55Z [----] followers, [----] engagements
"A $CEI.V slide map illustrating $CNQ.TO & $ARX.TO contiguous acreage ("hand in glove") in the NEBC #Montney A logical transaction: 1) Secures Diluent/Condy for the 340kbbls #OilSands growth plan 2) .63Bcf/d of #LNG supply agreements 3) Becomes largest #Oil & #NatGas producer"
[X Link](https://x.com/BubleQe/status/1991930276948365708) 2025-11-21T18:02Z [----] followers, [----] engagements
"2/2 Same slide highlighting contiguous acreage (BC Montney) w/ $TOU.TO In this permutation both Attachie & Kakwa possibly Tower would be monetized - $COP $CNQ $WCP leaving the remainder of the South Montney assets & #LNG agreements w/ @TourmalineOil #Consolidation #Montney"
[X Link](https://x.com/BubleQe/status/1991931248663793792) 2025-11-21T18:06Z [----] followers, [---] engagements
"re: David Szybunka "Own the Resource" comments on @inthemoneypod. ☑ $ARX.TO has 35% more drilling inventory (2000+ locations) at $0.00/Gj #NatGas break even than $PEY.TO 'total' inventory (1600 locations see IRR's). See verifiable graphs below both externally audited"
[X Link](https://x.com/BubleQe/status/1991940882585784630) 2025-11-21T18:44Z [----] followers, [----] engagements
"Deep Basin are smaller wells (hence cheaper DCET) relative to Montney & hence requires more drilling/locations to get more production levels like a Montney well (pad). Inventory: $TOU.TO ✔Deep Basin [-----] ✔Montney 10000+ (2025 acquisitions). $PEY.TO ☠Deep Basin: 1600"
[X Link](https://x.com/BubleQe/status/1991951812694528355) 2025-11-21T19:28Z [----] followers, 11.9K engagements
"As promised Energy ( Nat Gas #LNG Power & Energy Infrastructure ) update: ✔Added $CEI.V (Caught a fish). 🔼Increased $TOU.TO 🔼Increased $ARX.TO 🔼Increased $TPZ.TO 🔼Increased $KEY.TO 🔽Decreased $CPX.TO ➡Exited: $SCR.TO ➡Exited: #Investing http://GEI.TO http://GEI.TO"
[X Link](https://x.com/BubleQe/status/1993406068127678971) 2025-11-25T19:46Z [----] followers, 22.7K engagements
"$TPZ.TO / Topaz Energy (Royalty & Infrastructure co). Up 15% in the last month & paying a nice 5% Dividend which will continue to grow alongside Cash Flow Growth & royalty production growth (see $TOU.TO's [--] yr plan). World Class Business Model right here in . #Investing"
[X Link](https://x.com/BubleQe/status/1995544335358869749) 2025-12-01T17:23Z [----] followers, [----] engagements
"10 full days now of $3 gj AECO spot pricing with winter [----] futures averaging $3.50gj. ☑ Mike Rose's spot on rebalance call: "3 weeks". More to come as Phase [--] continues to ramp up sponging up WCSB gas supply. $TOU.TO 7-9% of total gas is sold as #LNG target 15%"
[X Link](https://x.com/BubleQe/status/1996257123270082740) 2025-12-03T16:36Z [----] followers, [----] engagements
"2026 NYMEX #NaturalGas strip is $4.38 USD. Despite a heavy [----] (full cycle growth) $1BN Capital Budget - #NEBC gas plant(s) construction $TOU.TO's FCF yield is now in the 7-10% range @ $64/sh. Production growth ladders up YoY through [----] while PRH expected to be monetized"
[X Link](https://x.com/BubleQe/status/1996753317150810225) 2025-12-05T01:27Z [----] followers, [----] engagements
"LNG exports are ramping & #NaturalGas demand continues to climb & the price breaks out now. Here are the largest Canadian NatGas producers in order: $TOU.TO $CNQ.TO $ARX.TO $OVV.TO @Petronas $WCP.TO $CVE.TO [----] will be fun :) #Investing #LNG #CanadianLNG"
[X Link](https://x.com/BubleQe/status/1996984041799930319) 2025-12-05T16:44Z [----] followers, [----] engagements
"Thought exercise: $ARX.TO has built a tremendous company but my opinion only feel it's time to monetize what has been built how (to whom) & reasons why. For both shareholder returns & the greater (sector) good. 1/x. $TOU.TO $WCP.TO $CNQ.TO $COP"
[X Link](https://x.com/BubleQe/status/1997007669048275020) 2025-12-05T18:18Z [----] followers, [----] engagements
"$TOU.TO acquire the NEBC South Montney assets further cementing $TOU as Canada's premier #NaturalGas producer (+1Bcf/d). $WCP.TO / $ARX merge (all stock): AB Montney & Attachie) combined $ARX / $WCP becomes the premier 'liquids rich gas' producer in Canada (+ 225kboepd)"
[X Link](https://x.com/BubleQe/status/1997017447057236063) 2025-12-05T18:57Z [----] followers, [----] engagements
"Updated: $WCP.TO $ARX.TO #Consolidation #Montney $WCP.TO $VRN.TO #Consolidation #Montney #Energy https://t.co/lW2ImJHLT3 $WCP.TO $VRN.TO #Consolidation #Montney #Energy https://t.co/lW2ImJHLT3"
[X Link](https://x.com/BubleQe/status/1997120828555612256) 2025-12-06T01:48Z [----] followers, [----] engagements
"$TOU.TO options for Peace River High assets in AB. One option is to spin out into a $TOU partly owned newco. Newco would command new funding + $TOU own % shares of newco. Akin to the $TPZ model. Newco can inject CapEx to grow & within [--] yrs $TOU sells its position in newco"
[X Link](https://x.com/BubleQe/status/1997438582034760135) 2025-12-06T22:50Z [----] followers, [----] engagements
"These are the $TOU.TO assets discussed above:"
[X Link](https://x.com/BubleQe/status/1997461427523932400) 2025-12-07T00:21Z [----] followers, [----] engagements
"Phase [--] FID in [----] mark your calendars. #CanadianLNG $TOU.TO $SHEL - @FluorCorp and JGC have completed Train [--] at #LNGCanada marking the end of Phase [--] for the countrys first LNG megaproject and advancing a major new source of Canadian LNG to global markets. https://t.co/gfzOkW6jlS - @FluorCorp and JGC have completed Train [--] at #LNGCanada marking the end of Phase [--] for the countrys first LNG megaproject and advancing a major new source of Canadian LNG to global markets. https://t.co/gfzOkW6jlS"
[X Link](https://x.com/BubleQe/status/1998167668671574349) 2025-12-08T23:07Z [----] followers, [----] engagements
"I'm fully aligned with the $TOU.TO plan given Nat Gas / LNG (Build out/aka domestic gas demand). However if I'm asked which TSX listed company 'business model' (valuations aside) do I find the most interesting. It's $TPZ.TO / Topaz Energy. See below: https://x.com/BubleQe/status/1649446281759318018s=20 Okay shall we do this $TPZ.TO Let's start here. with a wonderful illustration of 'expenses' or in the case of Topaz Energy the lackthereof & hence "Distributable" Free Cash Flow. #DivTwit #COM #LNG #CanadianLNG https://t.co/6pAQLsVOK8 https://x.com/BubleQe/status/1649446281759318018s=20 Okay"
[X Link](https://x.com/BubleQe/status/1998439093563236577) 2025-12-09T17:06Z [----] followers, [----] engagements
"Personal investment interests aside $TPZ.TO is a name that is a candidate to be in every Canadian Childs RESP across Canada actively (acquisitions) & passively (royalty growth) grow & compound Year over Year. Every Canadian pension fund should own it in my view"
[X Link](https://x.com/BubleQe/status/1998441243181728041) 2025-12-09T17:14Z [----] followers, [---] engagements
"An updated view of the impact to $TPZ.TO (GORR/Royalty growth) via $TOU.TO's 5r year growth plan. The $TPZ GORR's across the NEBC resource base is 'irreplaceable' & NEBC is the primary #NatGas growth resource in Canada illustrated via $TOU Canada's largest gas producer"
[X Link](https://x.com/BubleQe/status/1998442460523946202) 2025-12-09T17:19Z [----] followers, [----] engagements
"Shell EP. $SHEL M&A. Have highlighted a few salient points from the write up. Watch Canada EP & Shell Integrated Gas the clues are there ;) https://www.bnnbloomberg.ca/business/2025/12/09/shell-in-advanced-talks-to-buy-llog-exploration-for-more-than-us3-billion-reuters-sources-say/ https://www.bnnbloomberg.ca/business/2025/12/09/shell-in-advanced-talks-to-buy-llog-exploration-for-more-than-us3-billion-reuters-sources-say/"
[X Link](https://x.com/BubleQe/status/1998450639643304270) 2025-12-09T17:52Z [----] followers, [----] engagements
"$TOU.TO $SHEL :)"
[X Link](https://x.com/BubleQe/status/1998451956701082084) 2025-12-09T17:57Z [----] followers, [----] engagements
"From liquefaction all the way through the upstream Canada's #LNG is produced with the lowest emissions globally. See below from $TOU.TO / @TourmalineOil 's sustainability report electrification of the #NEBC Natural Gas Plants using renewable power (hydro):"
[X Link](https://x.com/BubleQe/status/1998547282309120127) 2025-12-10T00:16Z [----] followers, [----] engagements
"8/8. Summarizes how & why I've carefully created my own 'Natural Gas Value chain' investment. ➡"Power is to Natural Gas what Gasoline is to Oil". I wanted lowest cost longest life production of gas molecule ( $TOU.TO $ARX.TO $CNQ.TO ) & Power 'downstream' - $CPX.TO Enjoy"
[X Link](https://x.com/BubleQe/status/1998798199470129338) 2025-12-10T16:53Z [----] followers, [----] engagements
"Starting to look like an acquisition target for a super major now or peer LNG Infra Co. Mutton. No position but watching. $VG $LNG"
[X Link](https://x.com/BubleQe/status/1998806242672914588) 2025-12-10T17:25Z [----] followers, [----] engagements
"AECO Gas now $3.50/g & have been $3 CAD for the past few weeks. Mike Rose / $TOU.TO was spot on when he suggested in the CAD Domestic Gas S/D would balance in the coming 'weeks'. See Alberta & NEBC (FSJ) temperatures. chilly Cold = Canadian #LNG advantage #NaturalGas The [--] [--] & [--] month AECO strip is now $3/gj. Expect to see the [--] month AECO strip lift in the coming weeks+Nov 2025- Mar [----] 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 $CNQ.TO https://t.co/I9QgNm9qY8 The [--] [--] & [--] month AECO strip is"
[X Link](https://x.com/BubleQe/status/1999180702043279744) 2025-12-11T18:13Z [----] followers, [----] engagements
"$ARX.TO / @arcresources with [--] new well licences at Inga (Attachie). Clearly going further north for this round of drilling. $COP @ Inga hitting absolute tubescreamer wells among the highest quality condensate wells in Canada. Have shared an older Map for reference"
[X Link](https://x.com/BubleQe/status/1999276094785257868) 2025-12-12T00:32Z [----] followers, [----] engagements
"Shell Q3 [----] EP Gas production = [---] Bcf/d. $TOU.TO / @TourmalineOil will be producing 850kboepd including 4Bcf/d gas with [--] decades of Tier [--] Gas inventory + [--] yrs of Nat Gas reserves. Double the production quadruple & 'high grade' reserves: https://x.com/BubleQe/status/1960167426441768989s=20 Map illustrating $TOU.TO Groundbirch & proximity to CGL / Shell Groundbirch. See $TOU pipeline traverses Shells Groundbirch acreage and ties in at Saturn (Feeds CGL). $TOU also acquired $SCR.TO Groundbirch plant & production just last quarter (Q22025) consolidating the area."
[X Link](https://x.com/BubleQe/status/2001079004997046693) 2025-12-16T23:56Z [----] followers, [----] engagements
"@KramerKarma1 @northlandpower Not this utility investor $CPX & $FTS were my only utes"
[X Link](https://x.com/BubleQe/status/2001412872929267785) 2025-12-17T22:03Z [----] followers, [---] engagements
"With NYMEX running up 11% today & generally all gas hubs 'firming up' again these incremental supply/marketing agreements ( $TOU.TO ) will show well in the Q4 ER. #NaturalGas #LNG $TOU.TO From Q2 ER an additional [-----] mmbtu/d long term agreement that commences in November (7 days) in preparation for a Nov [----] LNG supply deal. Meaning those volumes could be sold domestically in the US or sold into an immediate 2-3 year #LNG supply agreement. https://t.co/twbLdV0Ii9 $TOU.TO From Q2 ER an additional [-----] mmbtu/d long term agreement that commences in November (7 days) in preparation for a Nov"
[X Link](https://x.com/BubleQe/status/2003590455137874222) 2025-12-23T22:16Z [----] followers, [----] engagements
"Is it time for oil weighted $WCP.TO to merge with $ARX.TO to diversify into #LNG and heavy Nat gas infrastructure Yes Yes Yes Yes"
[X Link](https://x.com/BubleQe/status/2007554990739730659) 2026-01-03T20:49Z [----] followers, [----] engagements
"Also heard they are looking to use the proceeds to buy back the Montney #NatGas assets they sold to $TOU $ARX & $CNQ. 🍳 Hearing $SCR has asked shareholders to give back the $10/sh special dividend they just paid out. Bullish. Hearing $SCR has asked shareholders to give back the $10/sh special dividend they just paid out. Bullish"
[X Link](https://x.com/BubleQe/status/2007620334283887092) 2026-01-04T01:09Z [----] followers, [----] engagements
"@trend_bullish @biglunks @AssetTraveller @JamieHeard5 @JamesJstuartb The stock isn't in fact it's the richest valued Gas EP in the (CAD) sector. See multiples at these commodity prices multiples are very fair. Ways to unlock value: 1) Grow production ( $TOU 200kboepd being added). 2) Increase margins (price/cost levers). 3) Sale of company"
[X Link](https://x.com/BubleQe/status/2008325090325258583) 2026-01-05T23:49Z [----] followers, [----] engagements
"I would like to see $CNQ make a move for $ARX.TO. .63Bcf/d of acquired LNG supply. Immediate decarb given hydro BC Gas Infra. Immediate in-house Condensate (for blend) grab. Immediate 400kboepd production grab. Disclosure: Added to my $ARX.TO position today. #Consolidation"
[X Link](https://x.com/BubleQe/status/2008604390941507782) 2026-01-06T18:19Z [----] followers, [----] engagements
"Who should we expect to see as the logical buyer for $TOU.TO's Peace River High assets CNRL $CNQ Birchcliff $BIR Developers (KEL SDE etc) Advantage $AAV CNRL $CNQ Birchcliff $BIR Developers (KEL SDE etc) Advantage $AAV"
[X Link](https://x.com/BubleQe/status/2008708730658189673) 2026-01-07T01:14Z [----] followers, [----] engagements
"Today's adds: ☑ $ARX.TO / @arcresources #Investing #Montney #LNG"
[X Link](https://x.com/BubleQe/status/2008941170173596091) 2026-01-07T16:37Z [----] followers, [----] engagements
"There's some work to do. $23's / $24 is my (readily available) routine position add zone for $ARX.TO There will come a point however if EP returns (3.x% div) are not materializing organically sale of company for some EP's might be the best route to unlock shareholder value"
[X Link](https://x.com/BubleQe/status/2008965810300309756) 2026-01-07T18:15Z [----] followers, [----] engagements
"Astute reception to this simple poll :) See below #Consolidation $TOU.TO $CNQ.TO Who should we expect to see as the logical buyer for $TOU.TO's Peace River High assets Who should we expect to see as the logical buyer for $TOU.TO's Peace River High assets"
[X Link](https://x.com/BubleQe/status/2008979175684899112) 2026-01-07T19:08Z [----] followers, [----] engagements
"@Peter_Lukacs_R @arcresources including condensate to be very specific which $ARX.TO is the biggest producer of in Canada. Alberta imports 35% condensate from the US for Oil Sands blend meaning there it's undersupplied domestically. Then add .63Bcf/d in LNG Supply gas agreements + some LNG marketing"
[X Link](https://x.com/BubleQe/status/2008994563458011530) 2026-01-07T20:10Z [----] followers, [---] engagements
"Watch to see what happens next. You're welcome. The THOR-minator. $TOU.TO #Consolidation #LNG #NEBC Astute reception to this simple poll :) See below #Consolidation $TOU.TO $CNQ.TO https://t.co/GVnZZwyJEo Astute reception to this simple poll :) See below #Consolidation $TOU.TO $CNQ.TO https://t.co/GVnZZwyJEo"
[X Link](https://x.com/BubleQe/status/2008998807682552224) 2026-01-07T20:26Z [----] followers, [----] engagements
"@Rytetz29 RT I've found @AlexSS94736924 waiting in line to buy some $ARX.TO shares under $24. See below with sound on:"
[X Link](https://x.com/BubleQe/status/2009000634243309724) 2026-01-07T20:34Z [----] followers, [---] engagements
"#TeamMike doing everything possible to suppress emotions into [----] & maintain mature & respectful humility as things play out despite enduring a myriad of gloating comments through [----] $TOU.TO #NEBC #LNG #Montney"
[X Link](https://x.com/BubleQe/status/2009001402920792441) 2026-01-07T20:37Z [----] followers, [----] engagements
"Plenty of room to drop at these WCS prices & a now 'pure play' thermal/heavy oil producer. Will be looking to re-enter $SCR.TO at the right price. $SCR do have their own rail + the $TOU shares provide a bit of a physical Nat Gas hedge for steam gen. #OilSands"
[X Link](https://x.com/BubleQe/status/2009003963597942812) 2026-01-07T20:47Z [----] followers, [----] engagements
"@Pedro100000010 @RazorOil @trend_bullish @AssetTraveller @cv570957 I don't see many buyers on X. lots of tweets skating around the edges but no disclosures of buys from many of the energy contingent. $ARX.TO is the only EP position I've added to thus far in [----] (today) tweeted this today on my two buy tranches"
[X Link](https://x.com/BubleQe/status/2009026170625388988) 2026-01-07T22:15Z [----] followers, [---] engagements
"@AssetTraveller @RazorOil @trend_bullish @cv570957 Misconception on a misconception. agree with what your saying but the reality is there are emotions & fundamentals (downslide shorts pile on + a brand new technical support emerges much lower). You saw this with $ARX.TO TA today (calls for $18/sh). 1/2 - Fear & Greed"
[X Link](https://x.com/BubleQe/status/2009037410319872044) 2026-01-07T23:00Z [----] followers, [---] engagements
"Today's adds: ☑ $ARX.TO / @arcresources #Montney #LNG"
[X Link](https://x.com/BubleQe/status/2009326794655371739) 2026-01-08T18:10Z [----] followers, [----] engagements
"@QuinnCadman @arcresources A name like $ARX.TO (and $TOU $CNQ $TPZ) you're buying for 2026-2032. If you're not looking to hold it for the longer haul or add on pullbacks. it's probably not the right name for you. Look at Oil/Condy prices (which $ARX is weighted to - largest condensate producer)"
[X Link](https://x.com/BubleQe/status/2009337385797222632) 2026-01-08T18:52Z [----] followers, [---] engagements
"Given past transactions (1-3 week approval durations) & PR lead times that follow the approvals Investors should expect to see a Press Release in the coming weeks/month. Things are starting to get fun :) $TOU.TO $CNQ.TO"
[X Link](https://x.com/BubleQe/status/2009343896380428604) 2026-01-08T19:18Z [----] followers, 10.8K engagements
"Who would love to see this merger $ARX.TO $WCP.TO Would make for an 'unrivaled' liquids Montney giant. Comment below with your rationale. p.s. I'm not a blue-check nor here for 'subscription money' or promote substacks or monetize X. all for fun to share/exchange thought. 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 https://t.co/GxzejXYlyg Now that $WCP.TO / $VRN has"
[X Link](https://x.com/BubleQe/status/2009371379800432771) 2026-01-08T21:07Z [----] followers, [----] engagements
"Should $ARX.TO & $TOU.TO swap some assets in NEBC assemble a more coherent 'strategic jigsaw' respectively i.e. $TOU - Tower & Attachie (Both $ARX core). $ARX - Septimus ( $TOU Core). Yes No Yes No"
[X Link](https://x.com/BubleQe/status/2009671465076195798) 2026-01-09T16:59Z [----] followers, [----] engagements
"In [----] I believe $ARX.TO's chapter as a stand alone company will conclude. It will have been an excellent run world class assets mgmt team & board. This is a new era for energy for Natural Gas for #LNG & in this paradigm bigger is indeed better. The game has changed"
[X Link](https://x.com/BubleQe/status/2009677290515652656) 2026-01-09T17:22Z [----] followers, [----] engagements
"Today's adds: ☑ $ARX.TO / @arcresources #LNG #Montney"
[X Link](https://x.com/BubleQe/status/2009683529437954489) 2026-01-09T17:47Z [----] followers, [----] engagements
"Use slides from @OilGasCanada. Note Oil Sands production still maintains a near 50/50 split between Mining & In-situ (which includes SAGD). $CNQ is the largest 'mined bitumen/upgraded SCO' producer in Canada. $ARX.TO is the largest #Condensate producer in Canada"
[X Link](https://x.com/BubleQe/status/2009691599052452322) 2026-01-09T18:19Z [----] followers, [----] engagements
"@OHare888 @timber001 @CardyTruster @RazorOil @fhoro @inthemoneypod @agnostoxxx @VD718 @TheStalwart @ericnuttall Agree brother will also add as some suffer given the environment (low longer) others (think $CNQ.TO & $TOU.TO) thrive given "Distressed opportunities""
[X Link](https://x.com/BubleQe/status/2009780751911530642) 2026-01-10T00:14Z [----] followers, [---] engagements
"Disclosure: Added to my core position of $ARX.TO / @arcresources through last week Canada's largest #Condensate producer & behind $TOU.TO's NEBC growth plan (which includes material condensate growth) aligned with C5 transport from BC into AB ( $KEY.TO). https://x.com/BubleQe/status/2009691599052452322s=20 Use slides from @OilGasCanada. Note Oil Sands production still maintains a near 50/50 split between Mining & In-situ (which includes SAGD). $CNQ is the largest 'mined bitumen/upgraded SCO' producer in Canada. $ARX.TO is the largest #Condensate producer in Canada. https://t.co/4zFWmt8sA3"
[X Link](https://x.com/BubleQe/status/2010073044157640791) 2026-01-10T19:35Z [----] followers, [----] engagements
"@berling72289 Now second largest condensate producer. $WCP = Time to thrive. @BrockWarkentin"
[X Link](https://x.com/BubleQe/status/2010126367984365964) 2026-01-10T23:07Z [----] followers, [---] engagements
"@heykeren__49 @grok put the words "Tourmaline" & "Arc Resources" above each of their heads. Thank you"
[X Link](https://x.com/BubleQe/status/2010134877317087451) 2026-01-10T23:41Z [----] followers, [----] engagements
"Watching #Condensate / diluent particulars in the coming weeks. $ARX.TO is Canada's largest Condensate producer. $TOU.TO condensate & C5 when combined looking at exit [----] 55kboepd of (total) Condensate production. Keen to see a Septimus/Tower for Attachie asset swap"
[X Link](https://x.com/BubleQe/status/2010478902498779510) 2026-01-11T22:28Z [----] followers, [----] engagements
"$ARX.TO Attachie. If you've been involved in greenfield (Major) Capital projects you can understand it takes time years to learn/CI/optimize assets. It's the same in Thermal (SAGD) & Oil Sands Mining (see CNRL's optimizations). Same applies in Greenfield full cycle #Montney"
[X Link](https://x.com/BubleQe/status/2010481614187601961) 2026-01-11T22:39Z [----] followers, [----] engagements
"Kris Bibby does a good job discussing many specifics with respect to Attachie development link shared below. The interviewer (TD) also does a good job asking the right questions. https://www.tdsecurities.com/ca/en/tdc-insights-2025-energy-conference-1-arc-resources https://www.tdsecurities.com/ca/en/tdc-insights-2025-energy-conference-1-arc-resources"
[X Link](https://x.com/BubleQe/status/2010481984066445684) 2026-01-11T22:40Z [----] followers, [----] engagements
"Still ongoing not approved yet. $CNQ.TO $TOU.TO #Consolidation"
[X Link](https://x.com/BubleQe/status/2010764593610862670) 2026-01-12T17:23Z [----] followers, [----] engagements
"@trend_bullish I think your December chart commentary will be more accurate in the near/mid term on $ARX.TO. More to come https://x.com/trend_bullish/status/1997028848660369771s=20 $ARX.TO pure beauty of chart https://t.co/zGu7VULcGd https://x.com/trend_bullish/status/1997028848660369771s=20 $ARX.TO pure beauty of chart https://t.co/zGu7VULcGd"
[X Link](https://x.com/BubleQe/status/2010818704867541407) 2026-01-12T20:58Z [----] followers, [----] engagements
"Still ongoing. but look at the new transaction that's popped up in the row below now seeking approval :) $TOU.TO $CNQ.TO #Consolidation"
[X Link](https://x.com/BubleQe/status/2011101421639516656) 2026-01-13T15:41Z [----] followers, 15.7K engagements
"@BOEReport Yep. See in $TOU.TOs deck they even break out condensate from C5 my figures have $ARX as the largest (condensate) producer and $TOU second largest when combined. $WCP is often cited as second largest condensate but to me its bundled with light oil"
[X Link](https://x.com/BubleQe/status/2011155933490266599) 2026-01-13T19:18Z [----] followers, [---] engagements
"@trend_bullish @barometerca @anasalhajji Your numbers are off. share price is even higher now than the $47/sh tweet analysis below on the name. Let's see how those calls price target calls work out. ( $ARX.TO - $14/sh ). https://x.com/trend_bullish/status/2010506390402462144s=20 Entering stage [--] 🫣 https://x.com/trend_bullish/status/2010506390402462144s=20 Entering stage [--] 🫣"
[X Link](https://x.com/BubleQe/status/2011173637911707905) 2026-01-13T20:28Z [----] followers, [---] engagements
"@Nickaroo1987 @ErnestWongBWM That may have been David's frustration with the name. I'd never owned $TRP prior to that period it was on my 'watch/accumulate list' for NG / LNG / Energy Infrastructure. Sure worked out nicely lucky"
[X Link](https://x.com/BubleQe/status/2011511001322307958) 2026-01-14T18:49Z [----] followers, [--] engagements
"Today's adds: ✅$ARX.TO / @arcresources"
[X Link](https://x.com/BubleQe/status/2011515415680459082) 2026-01-14T19:07Z [----] followers, [----] engagements
"Today's adds: 2/2. ✅ $ARX.TO / @arcresources #Investing #Consolidation Today's adds: ✅$ARX.TO / @arcresources https://t.co/xJ96XUJWWc Today's adds: ✅$ARX.TO / @arcresources https://t.co/xJ96XUJWWc"
[X Link](https://x.com/BubleQe/status/2011524230090015079) 2026-01-14T19:42Z [----] followers, 10.2K engagements
"@NihilXenos thx appreciated. It's a position for fun (resource development) & yep Leucrotta also. recall they sold (half) of the company to $VET. and then spun out these (oilier/liquids rich) assets to be developed. I'm with you on $TOU.TO (largest portfolio position)"
[X Link](https://x.com/BubleQe/status/2011912688943632888) 2026-01-15T21:25Z [----] followers, [---] engagements
"Below is an $ARX.TO speculator panicking that their stock has not gone up 30% since they bought it at today's share price a few days ago. Investing requires patience. Extensive homework followed by patience. #Investing #Consolidation #Montney When Chicarito was assaulted while playing for LA Galaxy 😭 https://t.co/dwz8gylpWt When Chicarito was assaulted while playing for LA Galaxy 😭 https://t.co/dwz8gylpWt"
[X Link](https://x.com/BubleQe/status/2011919492432142768) 2026-01-15T21:52Z [----] followers, [----] engagements
"@cv570957 What was slow was the response of all producers to buy up the BC Montney (west coast supply gas). Its an oligopoly now. $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
[X Link](https://x.com/BubleQe/status/2011970448888680717) 2026-01-16T01:15Z [----] followers, [---] engagements
"Today's adds: $CPX.TO Only the 2nd name thus far that I've added to in [----] (ARC Resources Capital Power). [----] is set to be an excellent year. #Investing #NaturalGas #Power"
[X Link](https://x.com/BubleQe/status/2012214199951229109) 2026-01-16T17:23Z [----] followers, [----] engagements
"2/x It would be a [--] part "cost of capital" & "opportunity cost" decision to directly buy in & participate. Think $TOU.TO & $CNQ. Part [--] would mean new entrants in the Phase [--] JV would require supply gas for their share & thus 'supply gas' deal opportunities for $TOU & $CNQ"
[X Link](https://x.com/BubleQe/status/2012267197490450814) 2026-01-16T20:54Z [----] followers, [---] engagements
"@trend_bullish $14/sh Not working out so far brother. $ARX.TO up 2.54+% today"
[X Link](https://x.com/BubleQe/status/2012280359367418301) 2026-01-16T21:46Z [----] followers, [---] engagements
"Plot twist. LNG Canada Phase [--] cost around $18BN CAD add a premium to it. Given JV participants are looking to sell a % of their JV (to de-risk & roll Capital into Phase [--] same as what $TRP did with CoastalGaslink). . could $TOU.TO & $CNQ.TO be looking to buy in here Still ongoing. but look at the new transaction that's popped up in the row below now seeking approval :) $TOU.TO $CNQ.TO #Consolidation https://t.co/07wrFPHzSM Still ongoing. but look at the new transaction that's popped up in the row below now seeking approval :) $TOU.TO $CNQ.TO #Consolidation https://t.co/07wrFPHzSM"
[X Link](https://x.com/BubleQe/status/2012280971572240582) 2026-01-16T21:49Z [----] followers, [----] engagements
"Given $TOU.TO could & should fetch around $1BN +/- for the PRH (Alberta Oilier) assets. This amount + $TPZ.TO monetized ownership would provide the capital to buy into 10-15% stake in LNG Canada [--]. https://financialpost.com/commodities/energy/cnrl-tourmaline-competition-bureau-approval-natural-gas-deal https://financialpost.com/commodities/energy/cnrl-tourmaline-competition-bureau-approval-natural-gas-deal"
[X Link](https://x.com/BubleQe/status/2012282925983658005) 2026-01-16T21:56Z [----] followers, [----] engagements
"@BB19043 @StephenKalil @staunovo @ExnerPirot Read into it as a positive prep for Phase [--]. Rough analogue is $TRP/CGL de-risk & free up capital for new opportunities. To me this is now a Canadian Producer opportunity I'll be disappointed if they don't see it & seize it. Time to lean in. https://www.tcenergy.com/announcements/2019/2019-12-26tc-energy-announces-the-partial-monetization-of-the-coastal-gaslink-pipeline-project/ https://www.tcenergy.com/announcements/2019/2019-12-26tc-energy-announces-the-partial-monetization-of-the-coastal-gaslink-pipeline-project/"
[X Link](https://x.com/BubleQe/status/2012283487676678346) 2026-01-16T21:59Z [----] followers, [--] engagements
"@trend_bullish Stay focused the topic is the $14/sh call on $ARX.TO & the $44/sh call on $TOU.TO. These are the two Price Targets you'd shared for those two names"
[X Link](https://x.com/BubleQe/status/2012286971645935711) 2026-01-16T22:12Z [----] followers, [---] engagements
"@BB19043 I don't (fully) disagree with you certainly a stretch but anything is possible (see $TOU.TO spinning out $TPZ.TO as an example when least expected to fund a consolidation spree at the trough of the market). The Cedar example $ARX took half of that & they're half $TOU's EV"
[X Link](https://x.com/BubleQe/status/2012292126193619418) 2026-01-16T22:33Z [----] followers, [---] engagements
"@ego_rocker 2) $ARX.TO's Nat Gas infra / production is excellent (South Montney NEBC) but the condensate inventory + production is prime & coveted in Canada for Oil Sands blend/diluent (35% imported)"
[X Link](https://x.com/BubleQe/status/2012320349707284564) 2026-01-17T00:25Z [----] followers, [---] engagements
"@ego_rocker 3) To me it's a 'both' but a higher skew towards $TOU.TO in the portfolio given my views on the future scenarios for Natural Gas / LNG & Power demand (NG) & that $TOU's NEBC growth plan also includes condensate production growth along with other NGL's & storage gas processing"
[X Link](https://x.com/BubleQe/status/2012321051192012825) 2026-01-17T00:28Z [----] followers, [---] engagements
"oh nothing ;) TTF up 20% in a week. EU Nat Gas inventories only 52% full now at the close of week. #LNG $TOU.TO https://www.bloomberg.com/news/articles/2026-01-16/european-gas-prices-post-biggest-weekly-gain-since-fall-of-2023 https://www.bloomberg.com/news/articles/2026-01-16/european-gas-prices-post-biggest-weekly-gain-since-fall-of-2023"
[X Link](https://x.com/BubleQe/status/2013085795431686323) 2026-01-19T03:07Z [----] followers, [----] engagements
"@trend_bullish How much 'unhedged' gas is $PEY.TO marketing to Henry Hub to collect this spike in spot prices at that hub"
[X Link](https://x.com/BubleQe/status/2013303389463904671) 2026-01-19T17:31Z [----] followers, [----] engagements
"@rynokinsight $CNQ.TO has been excellent but depends when you buy & how much you buy on pullbacks (go overweight). 40% 'total' return now from the big pullbacks for buyers then (including myself). Safe easy money & ride out a 6+% Dividend Yield on Cost. https://x.com/BubleQe/status/1976341309528121526s=20 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](https://x.com/BubleQe/status/2013314810696384520) 2026-01-19T18:17Z [----] followers, [---] engagements
"Older map but you get the idea. $TOU.TO then retains all the $ARX.TO south montney assets (consolidates the entire area). Whilst divesting the condensate rich assets in both NEBC & Alberta to $CNQ.TO (or $COP) (or AB Montney to $WCP.TO if they elect to consolidate Kakwa)"
[X Link](https://x.com/BubleQe/status/2013360870643138869) 2026-01-19T21:20Z [----] followers, [----] engagements
"@ottsens73 Nope. $26/sh is fine. Shareholders (including myself) can enjoy the run up in the combined $TOU.TO position"
[X Link](https://x.com/BubleQe/status/2013394454359744846) 2026-01-19T23:33Z [----] followers, [---] engagements
"#NaturalGas #LNG 🔥 $TOU.TO $ARX.TO"
[X Link](https://x.com/BubleQe/status/2013616639586246731) 2026-01-20T14:16Z [----] followers, [----] engagements
"@MC_Mike411 234M shares @ $60/sh & assume $ARX.TO's debt"
[X Link](https://x.com/BubleQe/status/2013783371080700375) 2026-01-21T01:19Z [----] followers, [---] engagements
"@oilrambo @WAR527 Ideally $TOU.TO but $CNQ also prime candidates. Too big of a lift for $PEY.TO its their entire production but for a few billion cheaper"
[X Link](https://x.com/BubleQe/status/2013808882129494250) 2026-01-21T03:00Z [----] followers, [---] engagements
"@trend_bullish Need a new $ARX.TO & $TOU.TO charts Up 10% on my recent $ARX buys. All gas names do well here all hubs are pushing up"
[X Link](https://x.com/BubleQe/status/2013994040451273059) 2026-01-21T15:16Z [----] followers, [---] engagements
"Congrats to those who bought the $ARX.TO dip. +9.6% from the dip buys. #NaturalGas Today's adds: 2/2. ✅ $ARX.TO / @arcresources #Investing #Consolidation Today's adds: 2/2. ✅ $ARX.TO / @arcresources #Investing #Consolidation"
[X Link](https://x.com/BubleQe/status/2013995402815758423) 2026-01-21T15:21Z [----] followers, [----] engagements
"$ARX.TO #NaturalGas marketing. See below for front month Nat Gas contract prices. Up Up Up. Note $ARX get a 'premium' to domestic hubs on the .15Bcf/d gas they supply to LNG Canada (agreement with Shell). #Natgas select spot and front month future price for Jan [--]. https://t.co/iAHCuaxtqk https://t.co/cCq8tWFH6h https://t.co/TazSro0WO3 #Natgas select spot and front month future price for Jan [--]. https://t.co/iAHCuaxtqk https://t.co/cCq8tWFH6h https://t.co/TazSro0WO3"
[X Link](https://x.com/BubleQe/status/2014002393508168012) 2026-01-21T15:49Z [----] followers, [----] engagements
"@StephenKalil @trend_bullish Both $TOU.TO & $ARX.TO send gas to HH"
[X Link](https://x.com/BubleQe/status/2014005032761647104) 2026-01-21T15:59Z [----] followers, [---] engagements
"@trend_bullish $CNQ.TO $CNQ 'haterade' drinkers ;)"
[X Link](https://x.com/BubleQe/status/2014018540257378444) 2026-01-21T16:53Z [----] followers, [---] engagements
"See. :) However as $ARX.TO pulled back people panic even calls for the stock to go to $14/sh 40% downside. Ridiculous & foolish. .63Bcf/d of #LNG supply agreements + US Gas Marketing. Do the homework buy at opportune times & let time do the work. #Investing #NaturalGas Below is an $ARX.TO speculator panicking that their stock has not gone up 30% since they bought it at today's share price a few days ago. Investing requires patience. Extensive homework followed by patience. #Investing #Consolidation #Montney Below is an $ARX.TO speculator panicking that their stock has not gone up 30% since"
[X Link](https://x.com/BubleQe/status/2014038040264478766) 2026-01-21T18:11Z [----] followers, [----] engagements
""Be greedy when others are fearful". $ARX.TO #Montney RJ on point here with $ARX.TO. Theres a serious case for more downside near term. Could be an interesting meaning challenging year both for the company and shareholder. #oott #eft #com RJ on point here with $ARX.TO. Theres a serious case for more downside near term. Could be an interesting meaning challenging year both for the company and shareholder. #oott #eft #com"
[X Link](https://x.com/BubleQe/status/2014048289335964061) 2026-01-21T18:51Z [----] followers, [----] engagements
"This is typically how X #Energy analysis works: The time to be accumulate (pullbacks) in high quality names people head for the exits while parroting further downslides invoking fear & panic. If you're done your homework these are times to go overweight. $ARX.TO #LNG"
[X Link](https://x.com/BubleQe/status/2014051647312326771) 2026-01-21T19:05Z [----] followers, [----] engagements
"@BB19043 See $ARX.TO's marketing. In time you'll see $TOU.TO & $ARX.TO ramp more gas to West Coast/LNG. No major transmission pipes for gas from AB to BC West Coast LNG (6-10Bcf/d) sourced from BC Montney & only one producer is building growth infra - $TOU). https://x.com/BubleQe/status/2014002393508168012s=20 $ARX.TO #NaturalGas marketing. See below for front month Nat Gas contract prices. Up Up Up. Note $ARX get a 'premium' to domestic hubs on the .15Bcf/d gas they supply to LNG Canada (agreement with Shell). https://t.co/WCgXZ76TMn https://x.com/BubleQe/status/2014002393508168012s=20"
[X Link](https://x.com/BubleQe/status/2014054751458246923) 2026-01-21T19:17Z [----] followers, [---] engagements
"Did you buy $ARX.TO on the recent pullback Yes No I panicked & clenched No I panic sold Yes No I panicked & clenched No I panic sold"
[X Link](https://x.com/BubleQe/status/2014058249755173344) 2026-01-21T19:31Z [----] followers, [----] engagements
"Wow 🔥🔥 #NaturalGas #LNG Stay tuned. $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO Not that "Sunday night before markets open" matters when it comes to either Oil nor Nat Gas futures. But the whole gas curve has bumped up & the near term contract is up 12.5% at the time of writing. We have a big few weeks coming up in Canada https://t.co/mjZjHmNT3x Not that "Sunday night before markets open" matters when it comes to either Oil nor Nat Gas futures. But the whole gas curve has bumped up & the near term contract is up 12.5% at the time of writing. We have a big few weeks coming up in Canada"
[X Link](https://x.com/BubleQe/status/2014085178084483088) 2026-01-21T21:18Z [----] followers, [----] engagements
"Expect to see $TOU.TO monetize ownership in $TPZ.TO (The Topazmanian Devil) to fund upcoming M&A & fast track Montney development plans. PRH divestment $TPZ monetization Then put a royalty on new acquisitions: Aduro (private) acquisition (nebc) $CVE Deep basin acquisition"
[X Link](https://x.com/BubleQe/status/2014088991713165452) 2026-01-21T21:33Z [----] followers, [----] engagements
"All going to plan $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO #CanadianLNG #NaturalGas #LNG"
[X Link](https://x.com/BubleQe/status/2014092983004811717) 2026-01-21T21:49Z [----] followers, [----] engagements
"Currently reading "Fairfax Way". Learned a lot about Prem that I didn't know prior. Excellent book quick read worth the time. $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh"
[X Link](https://x.com/BubleQe/status/2014378225624088792) 2026-01-22T16:42Z [----] followers, [----] engagements
"Here is Mike Rose in [----] playfully dousing revenge on a sea of Canadian #NaturalGas bears Plenty to come & do yourselves a favour: Beware wary of the opinions of those who try to sell subscriptions or 'energy research'. : https://t.co/5pGMTysVYl : https://t.co/5pGMTysVYl"
[X Link](https://x.com/BubleQe/status/2014409908335345887) 2026-01-22T18:48Z [----] followers, [----] engagements
"@trend_bullish I've starting to add pure play Oil exposure now (beyond my core $CNQ.TO & $ARX.TO (WTI/Condensate weight). $SCR.TO"
[X Link](https://x.com/BubleQe/status/2014462204687556857) 2026-01-22T22:16Z [----] followers, [----] engagements
"@Peter_Lukacs_R Keep a 'very' close eye on the NEBC (Montney) / West Coast LNG set up. Gas flows East from BC to AB but not in reverse. CGL was approved 'provincially' (not federally) is connected to NGTL but would need significant NGTL Infra expansions to accommodate AB supply Gas for LNG"
[X Link](https://x.com/BubleQe/status/2014484868395409873) 2026-01-22T23:46Z [----] followers, [---] engagements
"@Peter_Lukacs_R This is (in part) why you can see $TOU.TO (5 year plan) all growth near exclusively is in the NEBC Montney. In time one way or another much of this gas production will flow west to the coast with optionality of flowing south & East (to AB)"
[X Link](https://x.com/BubleQe/status/2014485468101132722) 2026-01-22T23:48Z [----] followers, [---] engagements
"Where is my Friday "Interesting in Gas this week" #NaturalGas #LNG $TOU.TO $TPZ.TO $ARX.TO $CNQ @JamieHeard5"
[X Link](https://x.com/BubleQe/status/2014775310907277593) 2026-01-23T19:00Z [----] followers, [----] engagements
"On a serious note (despite it being Friday). Kudos $TOU.TO. great to see. World class engagement & inclusion right here in #CanadianLNG #NaturalGas #LNG Tourmaline was proud to once again sponsor this years Ministers Breakfast at the BC Natural Resources Forum in Prince George. The forum brings Indigenous leaders government and industry together to help shape the future of British Columbias natural resource sector. The https://t.co/wlfj9FWHB4 Tourmaline was proud to once again sponsor this years Ministers Breakfast at the BC Natural Resources Forum in Prince George. The forum brings"
[X Link](https://x.com/BubleQe/status/2014801865159147527) 2026-01-23T20:46Z [----] followers, [----] engagements
"From Q4 PR - $CNQ expansions & greenfield projects: 1) Jackfish 30K $700M = 23k pfb 2) Pike [--] 70K = $2.65BN = 38k pfb 3) Jackpine 150k = $8.25BN = 55k pfb 4) Horizon 90k = $5BN = 55k pfb FEED begins for all projects = [----]. Total 340k bbl/d average 48k pfb #OilSands $15B of private investment from CNRL is bringing growth and opportunity to our region #cnrl #LacLaBiche https://t.co/qPddiGhtMq https://t.co/VAJax7kuGJ $15B of private investment from CNRL is bringing growth and opportunity to our region #cnrl #LacLaBiche https://t.co/qPddiGhtMq https://t.co/VAJax7kuGJ"
[X Link](https://x.com/BubleQe/status/2015139006359707792) 2026-01-24T19:05Z [----] followers, [----] engagements
"#NaturalGas #LNG 👇 $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO Natural gas demand today is the third-highest on record. With more cold on the way I suspect we'll see a new record soon. https://t.co/tQQVYXfChv Natural gas demand today is the third-highest on record. With more cold on the way I suspect we'll see a new record soon. https://t.co/tQQVYXfChv"
[X Link](https://x.com/BubleQe/status/2015183930287428002) 2026-01-24T22:04Z [----] followers, [----] engagements
"NAM gas is now connected to global gas markets (via #LNG) & volatility (geopol weather power etc) has corresponding (global) effect impacting TTF & JKM pricing. Now the #NatGas producer marketing 'scale' strategies begin to differentiate. ☑ $TOU.TO $14 TTF = $19.25/Mcf CAD 🔥 TTF just went vertical. Asia stayed calmer TTFs premium over JKM is now the widest since Apr-23. Europe has basically repriced winter risk in a month. TTF is up 50% since Jan [--] as demand jumped (cold + weaker nuclear) and storage is sliding toward or below the 5y https://t.co/U54pGnokr1 🔥 TTF just went vertical. Asia"
[X Link](https://x.com/BubleQe/status/2015223955267911803) 2026-01-25T00:43Z [----] followers, [----] engagements
"Probably be a perfect week for #NaturalGas weighted producers to put out an operational & marketing update. $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"
[X Link](https://x.com/BubleQe/status/2015818240761659718) 2026-01-26T16:04Z [----] followers, [----] engagements
"This is where I'd really like to see $TOU.TO move towards over the next [--] yrs. Pristine Upstream+Opportunistic #NatGas + #LNG Marketing arm with a myriad of flexibility optionality. West Coast BC has 8Bcf/d of Gas Supply opportunity & some slices of the [--] Mtpa LNG. $SHEL 🚨 BREAKING: Natural gas prices surge over +20% in one session 📈 Now up +107% in just [--] trading days This is not a weather story anymore. This is a trading P&L story. And [--] very different business models are winning in very different ways. Shells gas & #LNG desk is https://t.co/HdaLGPgD0e 🚨 BREAKING: Natural gas prices"
[X Link](https://x.com/BubleQe/status/2015853871021883799) 2026-01-26T18:26Z [----] followers, [----] engagements
"$PPL.TO Inevitable. Nice (8%) lift since the first week of January lows. Still yielding 5%. #EnergyInfrastructure #NaturalGas"
[X Link](https://x.com/BubleQe/status/2015908827393360244) 2026-01-26T22:04Z [----] followers, [----] engagements
"$ARX.TO is minting here in Q1. #NaturalGas"
[X Link](https://x.com/BubleQe/status/2015998306644893987) 2026-01-27T04:00Z [----] followers, 17.4K engagements
"@StephenKalil Now just think where $ARX.TO could (and can) be given the FCF from these gas prices if they pair that with respectable share buybacks"
[X Link](https://x.com/BubleQe/status/2016179145953382613) 2026-01-27T15:59Z [----] followers, [----] engagements
"@BB19043 The sole focus is on a few Attachie wells in the BC Montney. Meanwhile $ARX.TO is printing cash flow this quarter given their low hedge book low costs (owned/operated gas infra) & the below marketing strategy. Low hedge book hitting premium hubs. https://x.com/BubleQe/status/2015998306644893987s=20 $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy https://x.com/BubleQe/status/2015998306644893987s=20 $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy"
[X Link](https://x.com/BubleQe/status/2016185283600142463) 2026-01-27T16:23Z [----] followers, [----] engagements
"@BB19043 Look at the prices at where $ARX.TO is marketing their gas be very precisse. and look at how much (unhedged) gas they are sending to those hubs. You're welcome"
[X Link](https://x.com/BubleQe/status/2016188949556035737) 2026-01-27T16:37Z [----] followers, [---] engagements
"$ARX.TO timing a very low hedge book in [----] ( 20% ) & majority of their #NaturalGas production (nearly 1Bcf/d) is precisely hitting premium US Gas hubs that are hitting insane cash/spot prices. Look closely invest wisely. "Precision beats power and timing beats speed" $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy"
[X Link](https://x.com/BubleQe/status/2016189585102094782) 2026-01-27T16:40Z [----] followers, [----] engagements
"@BB19043 The market can think what the market wants. but a low stock price paired with (very) high FCF = cheap shares bought back & retired. My 'only' gripe with $ARX.TO at this point is the anemic share buybacks it was the promised Return of Capital format & they've underdelivered"
[X Link](https://x.com/BubleQe/status/2016224005842469118) 2026-01-27T18:57Z [----] followers, [---] engagements
"@rouzi_mrouz In my view the biggest ER beat in Q1 for the gas co's will come from $ARX.TO. They're absolutely minting on their gas right now. only 20% hedged & 60% of it marketed into premium (ultra premium right now daily spot) US hubs"
[X Link](https://x.com/BubleQe/status/2016230153547088033) 2026-01-27T19:21Z [----] followers, [----] engagements
"@rouzi_mrouz The $ARX.TO buybacks for me have been a miss. this is something I'm not happy about. I'm okay with most things but if a company promises (Return of Capital) & doesn't deliver on a promise it's a miss. I expect to see more & better from them"
[X Link](https://x.com/BubleQe/status/2016231313939038458) 2026-01-27T19:26Z [----] followers, [---] engagements
"@NuggetCapital Investors missed the cheapies now 10% ago only [--] weeks ago. Never look a gifhorse in the mouth. $ARX.TO Nat Gas marketing alone is the best in the sector in Q1. Minting and printing"
[X Link](https://x.com/BubleQe/status/2016248372194374066) 2026-01-27T20:34Z [----] followers, [----] engagements
"@Gary79699215 Probably a wise plan but I don't like to get too cute on my cores. Any 'big' transaction news with $TOU.TO including $TPZ.TO in the deal (royalties) & speculators get left on the sidelines"
[X Link](https://x.com/BubleQe/status/2016546180726157664) 2026-01-28T16:17Z [----] followers, [---] engagements
"James will do no doubt very well. $ARX.TO #Investing Bought more $arx.to again Bought more $arx.to again"
[X Link](https://x.com/BubleQe/status/2016546855015116805) 2026-01-28T16:20Z [----] followers, [----] engagements
"$CSU.TO Stock down nearly 50% now. Many will need the stock to double now to get back to break even. Watching no position (yet). #Investing $CSU.TO https://t.co/lGDxBQX4WK $CSU.TO https://t.co/lGDxBQX4WK"
[X Link](https://x.com/BubleQe/status/2016554814860382236) 2026-01-28T16:51Z [----] followers, [----] engagements
"Finally the right messaging. It's important to de-risk re-coup investments & free up capital for phase [--] (expansion) + watch to see ;) EP/Upstream moves. A recent analogue is $TRP / @CoastalGasLink. #LNG #CanadianLNG #NaturalGas $TOU.TO $SHEL https://www.theglobeandmail.com/business/article-shell-mitsubishi-lng-canada-stakes-expansion/ https://www.theglobeandmail.com/business/article-shell-mitsubishi-lng-canada-stakes-expansion/"
[X Link](https://x.com/BubleQe/status/2016556048644202677) 2026-01-28T16:56Z [----] followers, [----] engagements
"@Honeybadgers44 @rynokinsight @ITOLDYA6 For me I'd just come off the back of my highest conviction name (and a [--] bagger on my largest / outsized portfolio position name). $CR.TO / Crew Energy (unrealized tax gains rolled into $TOU.TO). No need for me to chase then nor now but I keep an eye out for fun $CEI.V"
[X Link](https://x.com/BubleQe/status/2016617727251890485) 2026-01-28T21:01Z [----] followers, [---] engagements
"$MUR Tupper (NEBC #Montney). This asset would be a snag for either $TOU.TO or $ARX.TO i'll share a tweet below with a bit more details. #Consolidation #NaturalGas"
[X Link](https://x.com/BubleQe/status/2016691802766794962) 2026-01-29T01:56Z [----] followers, [----] engagements
"@zethuscap They're printing on both the condensate volumes + Gas Marketing . $ARX.TO Q1 will be fun :)"
[X Link](https://x.com/BubleQe/status/2016886767585284600) 2026-01-29T14:50Z [----] followers, [---] engagements
"Of note this acquisition finalized in [----]. "In the North Montney the Company has entered into an agreement to acquire the balance of the jointly-owned Laprise-Conroy assets through the acquisition of Saguaro Resources Ltd." More to come. #Consolidation $TOU.TO #Montney Let's keep an eye on what happens here re: $TOU / Saguaro JV in #NEBC Montney. Strong well performance in the $TOU sweet spot liquids range. #CanadianLNG #LNG https://t.co/Ic6HZaSv2g Let's keep an eye on what happens here re: $TOU / Saguaro JV in #NEBC Montney. Strong well performance in the $TOU sweet spot liquids range."
[X Link](https://x.com/BubleQe/status/2016945957016056020) 2026-01-29T18:46Z [----] followers, [----] engagements
"In the coming month(s) there will no doubt be a few moves made. Very much looking forward to seeing these chess moves play out. #Consolidation $TOU.TO $CNQ.TO $ARX.TO What happens here https://t.co/SJVXZos1T6 What happens here https://t.co/SJVXZos1T6"
[X Link](https://x.com/BubleQe/status/2016946275015676308) 2026-01-29T18:47Z [----] followers, [----] engagements
"Not that long ago $TRP #Dividend yield was 8%. Since then $SOBO Spin out & many billions in shareholder value created. Take the Twitter/X 'fearmongers' antics as part of a holistic measured view. $TRP.TO up 23% in [--] months + a healthy dividend. #Investing #NaturalGas"
[X Link](https://x.com/BubleQe/status/2016952631848264167) 2026-01-29T19:12Z [----] followers, [----] engagements
"One of the longer approvals (now tracking [--] month to be approved). Presumably correlated to the size of the transacation under review. 👀👀 $CNQ.TO $TOU.TO #Consolidation"
[X Link](https://x.com/BubleQe/status/2016954498137391158) 2026-01-29T19:20Z [----] followers, [----] engagements
"This one is done. $ARX.TO NAL = "No action Letter" ARC = (Advanced Ruling Certificate) not to be confused with "ARC" Resources #Consolidation See below:"
[X Link](https://x.com/BubleQe/status/2016955524525539433) 2026-01-29T19:24Z [----] followers, [----] engagements
"$TRP / @TCEnergy hitting $80/sh today. All time highs with the $SOBO spin out. #EnergyInfrastructure #LNG #NaturalGas"
[X Link](https://x.com/BubleQe/status/2016957359705509985) 2026-01-29T19:31Z [----] followers, [----] engagements
"Well it would appear that $TOU.TO's Peace River High assets (Light #Oil) would be now worth a little bit more. Let's see what happens in the coming weeks (months). #Consolidation re: Groundbirch NEBC Montney #Consolidation. Would not be surprised to see [--] separate transactions occur in the near future: 1) $TOU.TO receive $ARX Septimus $ARX receive $TOU Attachie and/or Tower. 2) $TOU.TO receive $CNQ NEBC Septimus $CNQ in part receive $TOU PRH assets. https://t.co/sMEN9QH1eB re: Groundbirch NEBC Montney #Consolidation. Would not be surprised to see [--] separate transactions occur in the near"
[X Link](https://x.com/BubleQe/status/2017019559635800197) 2026-01-29T23:38Z [----] followers, [----] engagements
"Maybe reduce prices. $SAP ;) @Schuldensuehner $SAP -42% from ATH. Today -16%. People are thinking AI is a threat to them. AI will exchange human but not an accounting software. AI is not stupid to create its own accounting and controlling software. It will use existing one. Im currently considering to catch this @Schuldensuehner $SAP -42% from ATH. Today -16%. People are thinking AI is a threat to them. AI will exchange human but not an accounting software. AI is not stupid to create its own accounting and controlling software. It will use existing one. Im currently considering to catch this"
[X Link](https://x.com/BubleQe/status/2017048972884660674) 2026-01-30T01:35Z [----] followers, [----] engagements
"Salient highlights for those that may find this helpful. Note the US(GC) storage rate increases relative to LNG export ramps. ☑Then look at CAD #LNG project ramp & "connect the dots". Note 2: "Storage" strategy was a key question for my (fav) $TOU.TO in the #NEBC Growth plan"
[X Link](https://x.com/BubleQe/status/2017292193216839922) 2026-01-30T17:41Z [----] followers, [---] engagements
"From [--] years ago a good summary from $PEY.TO as to the strategic importance of 'Natural Gas storage'. Simply store when prices are low pull out & market when prices ramp up. .and yes we'll see much 'volatilty' in the years to come. $TOU.TO have a #NEBC storage strategy"
[X Link](https://x.com/BubleQe/status/2017295601357230552) 2026-01-30T17:55Z [----] followers, [---] engagements
"This (nested) thread outlines some of $TOU.TO's (storage) strategies around US marketing hubs. But this is only one of the (many) strategic drivers for gas storage will see this become a critical & more commonly discussed topic in the years to come. https://x.com/BubleQe/status/1818822489386164616s=20 Wanted to share a nuance & strategic lever for $TOU.TO / @TourmalineOil with respect to how they leverage storage to 'put in' or 'pull out' #NaturalGas to best optimize marketing. See from the Q2 ER. Production: [------] boepd. But actual produced: [------] boepd. 1/x https://t.co/PUD8C8xABv"
[X Link](https://x.com/BubleQe/status/2017295997844722151) 2026-01-30T17:57Z [----] followers, [---] engagements
"@PeterLinnell17 Its not likely in my view Other plans for $TOU.TO"
[X Link](https://x.com/BubleQe/status/2017347606792573007) 2026-01-30T21:22Z [----] followers, [---] engagements
"@StephenKalil I think the market has no clue about any merger status. completely uncorrelated with today's market price action. I'll say it again all these co's (and respective investors) would benefit from a crisp operational/strategic update but in the midst of M&A not likely to happen"
[X Link](https://x.com/BubleQe/status/2018374673856426018) 2026-02-02T17:23Z [----] followers, [----] engagements
"@StephenKalil Brother the market people funds & 99.999999% of X would have no clue about that M&A update if it wasn't shared. I get asked daily where I got that update. and you'll note the bank updates about $CNQ $TOU only came out after it was shared online. Unrelated red herring"
[X Link](https://x.com/BubleQe/status/2018381253599486208) 2026-02-02T17:49Z [----] followers, [---] engagements
"We are live. :) #Considation $TOU.TO $CNQ.TO"
[X Link](https://x.com/BubleQe/status/2019030641162252715) 2026-02-04T12:49Z [----] followers, [----] engagements
"@AyB2018abril @JustRockContent That one is Linda Perry from [--] non blondes. Here is Joe Perry from Aerosmith he also looks like an elderly woman now Its so bizarre these rockers age and transform like pears. 🍐 Joe Perry sold his prized [----] Gibson Les Paul in the early 1980s due to severe financial pressures personal issues and a divorce. The guitar was a staple of his early Aerosmith sound but he was forced to part with it to generate quick cash during a low point in his career. https://t.co/MRIYIZoSbg Joe Perry sold his prized [----] Gibson Les Paul in the early 1980s due to severe financial"
[X Link](https://x.com/BubleQe/status/2019050915928350770) 2026-02-04T14:10Z [----] followers, [--] engagements
"Recent panic sellers of $ARX.TO Ive been a buyer & new adds are 12% on the ACB. @arcresources report ER tomorrow. Lets see now what happens. #Consolidation"
[X Link](https://x.com/BubleQe/status/2019098404585107481) 2026-02-04T17:19Z [----] followers, [----] engagements
"$14/sh 😂 $ARX.TO"
[X Link](https://x.com/BubleQe/status/2019106406620922091) 2026-02-04T17:50Z [----] followers, [----] engagements
"He that laughs last laughs longest. $ARX.TO @arcresources 🔥"
[X Link](https://x.com/BubleQe/status/2019133327681417677) 2026-02-04T19:37Z [----] followers, [----] engagements
"@GhostOfAdelson Nope big gas weight. focusing doesnt equal production"
[X Link](https://x.com/BubleQe/status/2019181214054113751) 2026-02-04T22:48Z [----] followers, [--] engagements
"This is Mike Rose tending to the small army of $TOU.TO haters on X . in time rest assured youll see why this is the best onshore #NatGas plan in North America. #CanadianLNG #LNG Power you can only dream of https://t.co/aVhmm81ADU Power you can only dream of https://t.co/aVhmm81ADU"
[X Link](https://x.com/BubleQe/status/2019471308795400249) 2026-02-05T18:00Z [----] followers, [----] engagements
"Fundamentals. #NaturalGas and associated infrastructure/transmission + power generation is a nice play to be. Moreover $TRP own 49% and supply 30% of Ontarios power (nuclear). @BubleQe Any specific news why $TRP just keeps rising Only almost [--] years ago I bought [----] shares at $32. Long since down to [----] in a taxable account. $SOBO nice dividends and some gains as well. @BubleQe Any specific news why $TRP just keeps rising Only almost [--] years ago I bought [----] shares at $32. Long since down to [----] in a taxable account. $SOBO nice dividends and some gains as well"
[X Link](https://x.com/BubleQe/status/2019483769556865201) 2026-02-05T18:50Z [----] followers, [----] engagements
"$TRP.TO now $82 / share. This is over and above the $SOBO spin out which shareholders (us) received shares in. The stock has been a 2.5x with a bounty of dividends along the way. Kudos to all that had the conviction to buy (in size) when the market panic sold. $TRP.TO re-rating now nicely as per plan. Add that juicy 8% yield (last year on cost) to this share price for $TRP for a total return. Note $TRP own 50% of Bruce Power which supplies nearly 20% of Ontario's nuclear power. #NaturalGas #EnergyInfrastructure https://t.co/X8mZD5P4Ig $TRP.TO re-rating now nicely as per plan. Add that juicy"
[X Link](https://x.com/BubleQe/status/2019602954404417616) 2026-02-06T02:44Z [----] followers, [----] engagements
"$ARX.TO team are doing themselves no favours w/ Attachie. That said a truly 'flawless' quarter save for 'variability' + 'no [----] guidance for Attachie'. Beat on everything: ✅Production (+10798boepd). ✅CFPS (+.16c/sh). ✅FCF $415M (.72c/sh #Dividend only .21c). 1/x Could/should we see $TOU.TO make a move to acquire $ARX.TO Integrate South Montney assets & divest non-core (AB Montney) - many buyers for those assets. It's time I think every fund manager on the planet wants to see this. Mike Rose at the head of the snake #Consolidation https://t.co/U0YBYxnEn8 Could/should we see $TOU.TO make a"
[X Link](https://x.com/BubleQe/status/2019642319428022738) 2026-02-06T05:20Z [----] followers, [----] engagements
"3/x A closer look:"
[X Link](https://x.com/BubleQe/status/2019643828261786058) 2026-02-06T05:26Z [----] followers, [---] engagements
"$ARX.TO / @arcresources will be more than fine. despite no guidance at Attachie like $TOU.TO & $CNQ.TO they're a company not an 'asset'. and [----] guidance means increased CapEx / production at other assets. That said I strongly feel they'll resolve @ Attachie & 'surprise'"
[X Link](https://x.com/BubleQe/status/2019645179154821224) 2026-02-06T05:31Z [----] followers, [----] engagements
"Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG"
[X Link](https://x.com/BubleQe/status/2019810558091178341) 2026-02-06T16:28Z [----] followers, [----] engagements
"@StephenKalil @VanIsleInvestor They printed free cash in q4 and q1 will be a bounty Theyre already figuring out Attachie yesterdays news is already outdated. Today is a gift. 🎁 Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z"
[X Link](https://x.com/BubleQe/status/2019812141625397748) 2026-02-06T16:35Z [----] followers, [----] engagements
"Terry heading into the conference call this morning ;) $ARX.TO Heading into work tomorrow after losing 80% of my portfolio https://t.co/iTBD5FYXFI Heading into work tomorrow after losing 80% of my portfolio https://t.co/iTBD5FYXFI"
[X Link](https://x.com/BubleQe/status/2019823714821623913) 2026-02-06T17:21Z [----] followers, [----] engagements
"@BB19043 I haven't listened yet out of the country at the moment & otherwise occupied. That said I'm very up to speed about what's going on in the company & with the company hence no priority to listen to the call. $ARX.TO"
[X Link](https://x.com/BubleQe/status/2019832006046322789) 2026-02-06T17:54Z [----] followers, [---] engagements
"@GHBurnsCFA Mike Rose = Buster Douglas. Grant Fagerheim = Jake Paul"
[X Link](https://x.com/BubleQe/status/2019836082972717266) 2026-02-06T18:10Z [----] followers, [--] engagements
"Today's adds 2/2: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #Investing Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z"
[X Link](https://x.com/BubleQe/status/2019838327529373985) 2026-02-06T18:19Z [----] followers, [----] engagements
"Terry discussed both Dawson & Parkland which both required design adjustments. Note: $COP Inga (NEBC Montney) to the north of Attachie heavily struggled & now hitting tube screamers. When I hear "Attachie is a zero" frankly you have no idea what you're talking about"
[X Link](https://x.com/BubleQe/status/2019845291734954082) 2026-02-06T18:46Z [----] followers, [----] engagements
"At current state Attachie [--] is running at 75% . a B- vs. an A+ 50% condensate 30kboepd vs. 40kboepd. They're already re-assigning the best & brightest Engineers from kakwa/Karr to Attachie to reconfigure design & strategy. The resource is there & this is a gift: Thank you"
[X Link](https://x.com/BubleQe/status/2019846380680790294) 2026-02-06T18:51Z [----] followers, [----] engagements
"+3% on today's $ARX.TO adds & roughly break even on last months accumulations. YTD charts [--] year charts or other will never account for 'opportune' buys/accumulation periods. But that's X Twitter. Put in the work then Let time do the work. Enjoy the weekend #CanadianLNG The $ARX.TO conference call from [--] mins on is all you need to know would be wise to really pay attention & zoom out from the cesspool of negativity on X. Greenfield (major) projects are rarely (Never) a linear progress look at Oil Sands for examples only now 'optimizing'. https://t.co/vj0h6d44aF The $ARX.TO conference call"
[X Link](https://x.com/BubleQe/status/2019881804963147991) 2026-02-06T21:12Z [----] followers, [----] engagements
"@StephenKalil This was the time to take a full or even outsized position in $ARX.TO. If people didn't disclose their moves today "it didn't happen" in hindsight. No hindsight 20/20's in [----] bigger moves will happen this year. rest assured. @BB19043"
[X Link](https://x.com/BubleQe/status/2019882208979513344) 2026-02-06T21:13Z [----] followers, [---] engagements
"@Mackslann Cost basis (which can adjust on drop) duration (time value of money) & total return (capital appreciation + dividends). Hence the charts are for fun only. as investor can have a bounty of a return while others may have laggards"
[X Link](https://x.com/BubleQe/status/2019889806571106404) 2026-02-06T21:43Z [----] followers, [---] engagements
"@biglunks That guy is still around Thought he was disgraced & closed his accounts given $CR.TO & $TNZ.TO debacles. The key for $ARX.TO is #LNG & specifically BC Montney #NatGas make no mistake about that if any analyst omits this they have no idea about the bigger world out there"
[X Link](https://x.com/BubleQe/status/2019892520587538899) 2026-02-06T21:54Z [----] followers, [--] engagements
"@StephenKalil Im travelling right now so only surface level reading but Ill say I 100% agree with your take Stephen. Ill share my own in a week or so via thread. Not one for price targets but our models have $ARX.TO 3x by [----]. #LNG agreements & FCF = 🔥🔥 Watch Q1 for a preview"
[X Link](https://x.com/BubleQe/status/2020173474489421861) 2026-02-07T16:31Z [----] followers, [---] engagements
"Where did $TOU.TO / @TourmalineOil go RBC / Michael Harvey #Montney #NEBC #LNG"
[X Link](https://x.com/BubleQe/status/2020193496897069348) 2026-02-07T17:50Z [----] followers, [----] engagements
"@SteveWps Dividend tax credit in Canada is excellent. [--] adults $120K/ yr in dividends is less than $20K combined tax in BC. Take home around $220K / yr after tax household or around $18K/m"
[X Link](https://x.com/BubleQe/status/2020281815999885663) 2026-02-07T23:41Z [----] followers, [----] engagements
"@segen1971 @NuggetCapital @Gabfedfra Yep; its the full complex but the seniors and majors that run up give you the nice juicy reward with lower risk to the downside should it not pan out. It panned out nicely kudos to all those who bought energy. Tidy returns"
[X Link](https://x.com/BubleQe/status/2020311316070810052) 2026-02-08T01:38Z [----] followers, [--] engagements
"@DoerksenMorley @SteveWps See here. [----]. Its less than 5% tax on 2x $120K in dividend income. A nice way to plan retirement income for many Canadians"
[X Link](https://x.com/BubleQe/status/2020336569715249411) 2026-02-08T03:19Z [----] followers, [----] engagements
"@DoerksenMorley @SteveWps Its 100% dividend income only not personal income tax which would include the personal basic amount. The first $75K or so of dividend income in Canada is tax free. 2x that for couples individually tax filing. $150K = zero tax"
[X Link](https://x.com/BubleQe/status/2020340937831112982) 2026-02-08T03:36Z [----] followers, [--] engagements
"@VonVoorhees @SteveWps Try this response. If you make $120K family of [--] you take home roughly $90K. Therefore no need to earn $240K if currently live on $90K. To earn $90K to replace employment income in dividend income after tax youll need to generate $91500 or 2x$45K no tax. Realistic"
[X Link](https://x.com/BubleQe/status/2020585155870724217) 2026-02-08T19:46Z [----] followers, [--] engagements
"Nearly [---] votes in and roughly 80% in favour of Whitecap. Sample maybe not representative of the full population but notable regardless. Terry & the team have work to do on the clock no doubt about that. 🦈 🦈 Probably time to consider sale of company. $ARX.TO A poll: At this very point in time which is the better company (all considerations) Whitecap $WCP.TO Arc Resources $ARX.TO Note $WCP dividend is 2x Arcs Yield even with ARC increase share price collapse & whitecap running up in price. Buybacks also have been absent. A poll: At this very point in time which is the better company (all"
[X Link](https://x.com/BubleQe/status/2020695159000924203) 2026-02-09T03:04Z [----] followers, [----] engagements
"oh no Burnsy completely exited $TOU.TO last week The stock has not performed well in the last [--] years no doubt about that & undoubtedly a justified 'do I hold' consideration.❌ That said I take the opposite view & as a shareholder am 100% aligned with the company plan. @jleqc @mythmakrr What do like jj - hard to buy anything big in any sector as all big green - usually stuff to rotate but it's been crazy good in all - I did finally dump rest of $tou on Friday - fell bad on that one as did talk it up a lot over years - disapponting for sure @jleqc @mythmakrr What do like jj - hard to buy"
[X Link](https://x.com/BubleQe/status/2020915721987924218) 2026-02-09T17:40Z [----] followers, [----] engagements
"@garquake @jleqc ARC is a bit unique they've made a massive blunder (at Attachie). will all work out in time but no doubt a (rare) mgmt misstep. $TOU.TO is too early [----] is a big LNG Ramp year & [--] CAD FID's this year also. plan is early but infra/production ladders up through the plan"
[X Link](https://x.com/BubleQe/status/2020916315611922682) 2026-02-09T17:42Z [----] followers, [---] engagements
"@Peter_Lukacs_R @arcresources @CapitalPower @TourmalineOil Yep. but integrated is not for me. Im not a fan of downstream as there are many complexities that gets out of my competency realm. $SHEL for many years neared selling off much of their refining for example but didnt elect to . retail is converting to power in time"
[X Link](https://x.com/BubleQe/status/2020968675952501168) 2026-02-09T21:10Z [----] followers, [--] engagements
"@TeamNLtweets Nu kan ze een upgrade nemen van Jake Paul"
[X Link](https://x.com/BubleQe/status/2021002594982953324) 2026-02-09T23:25Z [----] followers, [----] engagements
"Actually a decent summary But the condensate (diluent) matter a lot as does the .63 Bcf/d in $ARX.TO LNG agreements. Ive said this early in January this will be the last year Arc Resources trades on the TSX. @towerguymatt @BubleQe Comparing Whitecap (https://t.co/31uw78t7B8) and ARC (https://t.co/OvbqtEHTuC) as of Feb 2026: WCP: Market cap 15.5B CAD P/E [----] yield 5.8% 1Y return 38% analyst target [-----] CAD. ARX: Market cap 13.1B CAD P/E [----] yield 3.7% 1Y return 6% analyst target [-----] CAD. @towerguymatt @BubleQe Comparing Whitecap (https://t.co/31uw78t7B8) and ARC (https://t.co/OvbqtEHTuC)"
[X Link](https://x.com/BubleQe/status/2021004878009790529) 2026-02-09T23:34Z [----] followers, [----] engagements
"@gschenk Many But have already covered in the past. no changes. only wildcard would be $EOG theyve been up looking in 2025"
[X Link](https://x.com/BubleQe/status/2021021039086665787) 2026-02-10T00:38Z [----] followers, [---] engagements
"@Peter_Lukacs_R @arcresources @CapitalPower @TourmalineOil See here. $CNQ clip the coupon with upgrading but avoid the variability and costs with downstream its just easier for me I just prefer it. 1/x Downstream Crack Spreads variability reliability Mining & Upgrading is just such much simpler business model. $CNQ SCO (AISC - All in Sustaining Cost) is very low & realized price is high with high "reliability". Credit & h/t for SCO/WCS price graph: @garquake https://t.co/KESz8jtM0i 1/x Downstream Crack Spreads variability reliability Mining & Upgrading is just such much simpler business"
[X Link](https://x.com/BubleQe/status/2021097484148261069) 2026-02-10T05:42Z [----] followers, [---] engagements
"@staunovo What do you expect him to say "We're desperate for reserves notably #NatGas reserves". #TeamMike $TOU.TO / @TourmalineOil"
[X Link](https://x.com/BubleQe/status/2021270356128874626) 2026-02-10T17:09Z [----] followers, [----] engagements
"@michalispolakis @Sportellosprea1 @tsxman @NuggetCapital @rook86 @xLanceBryantx @alphafortuna10 You really got taken to the cleaners on $AP.UN. stock is down 29% today & 42% in only a few months. Have a look at Energy many names are running up nicely but some are still lagging & can make for good entrances. GL & sorry about your loss on this one for you"
[X Link](https://x.com/BubleQe/status/2021749777139216768) 2026-02-12T00:54Z [----] followers, [---] engagements
"$AC.TO / @AirCanada Support broke crash landing 📉 @AlexSS94736924 @AssetTraveller @ValueNotDeadYet @trend_bullish"
[X Link](https://x.com/BubleQe/status/1887171197156360341) 2025-02-05T16:07Z [----] followers, [----] engagements
"From $ALA.TO / @altagas the REEF (Ridley Island Energy Export Facility) Project timeline. REEF will enable 55k bbls/d of exports primarily propane in service [----]. Significant ✅ For a baseline $TOU.TO is Canada's largest NGL producer with Propane production of 40K"
[X Link](https://x.com/BubleQe/status/1932299972978114754) 2025-06-10T04:53Z [----] followers, [----] engagements
"$CNR.TO $CNE now back to [----] prices a [--] year round trip. Tax Loss selling/buying season could be interesting. #Investing"
[X Link](https://x.com/BubleQe/status/1970133806557602245) 2025-09-22T14:31Z [----] followers, [----] engagements
"Highlighted $KEY.TO's KAPS (condensate pipeline) extension into NEBC - $ARX.TO $COP $TOU.TO growing BC condy volumes). KAPS transports condensate from the Montney & Duvernay for usage in Oil Sands blend. currently 'imports' 32% of necessary Condensate supply from ❌"
[X Link](https://x.com/BubleQe/status/1982092910863765978) 2025-10-25T14:32Z [----] followers, [----] engagements
"This weeks #Energy adds: ✔ $KEY.TO / @KeyeraCorp Keen on both the Plains acquisition expands the NGL (Natural Gas Liquids) infrastructure cross-Canada & KAPS expansion (Condensate Pipe from NEBC into AB for #OilSands blend). #EnergyInfrastructure #Dividends #NaturalGas"
[X Link](https://x.com/BubleQe/status/1984268633884037440) 2025-10-31T14:38Z [----] followers, [----] engagements
"I 'hand picked' my energy infrastructure companies including power see $CPX :) One I admittedly got wrong: $ALA.TO / @altagas Div cut exec changes 'early' US util migrations (before coast was clear) & more failed my investing tenets. Assembled an incredible 'business'"
[X Link](https://x.com/BubleQe/status/1987015111320740203) 2025-11-08T04:31Z [----] followers, [----] engagements
"$KEY.TO Keyera Announces [----] Third Quarter Results https://t.co/KSEBBhUbx3 Keyera Announces [----] Third Quarter Results https://t.co/KSEBBhUbx3"
[X Link](https://x.com/BubleQe/status/1989335215626674186) 2025-11-14T14:10Z [----] followers, [----] engagements
"In 2030/31 rich resource & Infra in the BC Montney will be valued in the $75-100K pfb range. [------] boepd x $75k = $64BN [------] boepd x $100k = $85BN $64BN/400M S/O = $160/sh $85BN/400M S/O = $212/sh That is if we make it that far ;) $TOU.TO $SHEL #NaturalGas #LNG My price target for $CR.TO was $16-20 post #Groundbirch plant buildout (production would be 60-70kboepd range). Seemed lofty $CR sold for $1.4BN @ 29kboepd average = $48K pfb. #Groundbirch developed = 60-70kboepd. 60k -70k x $48k pfb = $2.88BN -$3.36BN / 165M s/o =$16-20/sh https://t.co/bZ9JFY5jt8 My price target for $CR.TO was"
[X Link](https://x.com/BubleQe/status/1991003435215564949) 2025-11-19T04:39Z [----] followers, [----] engagements
"An excellent overview from Eric Nuttall & $RRC (Range Resources CEO) Dennis Degner. . the supply question was excellent :) #LNG demand is real folks. #NaturalGas https://www.youtube.com/watchv=-z-WcFpRxh8 https://www.youtube.com/watchv=-z-WcFpRxh8"
[X Link](https://x.com/BubleQe/status/1997114646428311736) 2025-12-06T01:23Z [----] followers, [----] engagements
"It is a bit surprising as to how strong (CAD) O&G equities are given $56 Strip Oil pricing. Lots of ex-dividends today including $TPZ.TO $TOU.TO $PPL.TO $KEY.TO & more"
[X Link](https://x.com/BubleQe/status/2000661579402993984) 2025-12-15T20:17Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BubleQe LNG QE 🇨🇦
Canadian LNG companies, particularly Tourmaline Oil ($tou.to) and ARC Resources ($arx.to), are making significant moves in the Montney region, with $arx.to supplying gas to LNG Canada and having agreements with major players like Shell and Cheniere. Consolidation in the industry is underway, with $arx.to and other companies like Tourmaline Oil and Canadian Natural Resources ($cnq.to) positioning themselves for future growth. The outlook for Canadian LNG exports is bright, with several projects, including LNG Canada Phase 2, Ksi Lisims LNG, and Cedar LNG, expected to drive demand for natural gas from the BC Montney region.
Engagements: [-----] #
- [--] Week [-------] +96%
- [--] Month [-------] +61%
- [--] Months [---------] -18%
- [--] Year [---------] -4.90%
Mentions: [--] #
- [--] Week [---] -28%
- [--] Month [---] +1.80%
- [--] Months [-----] +22%
- [--] Year [-----] +15%
Followers: [-----] #
- [--] Week [-----] +0.44%
- [--] Month [-----] +2.20%
- [--] Months [-----] +4.20%
- [--] Year [-----] +9.30%
CreatorRank: [-------] #
Social Influence
Social category influence finance 31.16% stocks 25% countries 10.14% cryptocurrencies 3.26% technology brands 2.9% currencies 1.81% social networks 1.81% celebrities 1.09% mls 0.36% musicians 0.36%
Social topic influence $arxto #1, $touto #1, gas #570, $cnqto #1, in the 13.77%, $cnq #5, dividend #434, canada 8.33%, $tpzto 6.88%, $tou 6.52%
Top accounts mentioned or mentioned by @stephenkalil @arcresources @trendbullish @nuggetcapital @bb19043 @assettraveller @tourmalineoil @stevewps @garquake @peterlukacsr @cv570957 @doerksenmorley @razoroil @cardytruster @segen1971 @gabfedfra @fullscopewelds @biglunks @oilrambo @ghburnscfa
Top assets mentioned Canadian Natural Resources Limited (CNQ) Accelerant Holdings (ARX) TC Energy Corporation (TRP) Copiosa Coin (COP2) South Bow Corporation (SOBO) Scroll (SCR) Ovintiv, Inc. (OVV) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"$TOU.TO printing on their TTF #LNG volumes 🔥 LNG changes the game for EU #NaturalGas supply"
X Link 2026-02-11T17:32Z [----] followers, [----] 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 2025-09-12T16:31Z [----] followers, 37.5K engagements
"The #Consolidation continues. US HQd $OVV Ovintiv buying $NVA.TO 🔥 #Montney"
X Link 2025-11-04T22:09Z [----] followers, [----] engagements
"Including a few informative slides from $TRP / @TCEnergy 's updated deck from today's ER. These Global + North American NaturalGas #LNG export & domestic Power demand figures are staggering prolific growth.🔥 ✔NYMEX [--] month strip is now comfortable $4 USD see below"
X Link 2025-11-06T15:02Z [----] followers, [----] engagements
"$TRP.TO $TRP +7% in the last week. #EnergyInfrastructure"
X Link 2025-11-10T20:55Z [----] followers, [----] engagements
"A $CEI.V slide map illustrating $CNQ.TO & $ARX.TO contiguous acreage ("hand in glove") in the NEBC #Montney A logical transaction: 1) Secures Diluent/Condy for the 340kbbls #OilSands growth plan 2) .63Bcf/d of #LNG supply agreements 3) Becomes largest #Oil & #NatGas producer"
X Link 2025-11-21T18:02Z [----] followers, [----] engagements
"2/2 Same slide highlighting contiguous acreage (BC Montney) w/ $TOU.TO In this permutation both Attachie & Kakwa possibly Tower would be monetized - $COP $CNQ $WCP leaving the remainder of the South Montney assets & #LNG agreements w/ @TourmalineOil #Consolidation #Montney"
X Link 2025-11-21T18:06Z [----] followers, [---] engagements
"re: David Szybunka "Own the Resource" comments on @inthemoneypod. ☑ $ARX.TO has 35% more drilling inventory (2000+ locations) at $0.00/Gj #NatGas break even than $PEY.TO 'total' inventory (1600 locations see IRR's). See verifiable graphs below both externally audited"
X Link 2025-11-21T18:44Z [----] followers, [----] engagements
"Deep Basin are smaller wells (hence cheaper DCET) relative to Montney & hence requires more drilling/locations to get more production levels like a Montney well (pad). Inventory: $TOU.TO ✔Deep Basin [-----] ✔Montney 10000+ (2025 acquisitions). $PEY.TO ☠Deep Basin: 1600"
X Link 2025-11-21T19:28Z [----] followers, 11.9K engagements
"As promised Energy ( Nat Gas #LNG Power & Energy Infrastructure ) update: ✔Added $CEI.V (Caught a fish). 🔼Increased $TOU.TO 🔼Increased $ARX.TO 🔼Increased $TPZ.TO 🔼Increased $KEY.TO 🔽Decreased $CPX.TO ➡Exited: $SCR.TO ➡Exited: #Investing http://GEI.TO http://GEI.TO"
X Link 2025-11-25T19:46Z [----] followers, 22.7K engagements
"$TPZ.TO / Topaz Energy (Royalty & Infrastructure co). Up 15% in the last month & paying a nice 5% Dividend which will continue to grow alongside Cash Flow Growth & royalty production growth (see $TOU.TO's [--] yr plan). World Class Business Model right here in . #Investing"
X Link 2025-12-01T17:23Z [----] followers, [----] engagements
"10 full days now of $3 gj AECO spot pricing with winter [----] futures averaging $3.50gj. ☑ Mike Rose's spot on rebalance call: "3 weeks". More to come as Phase [--] continues to ramp up sponging up WCSB gas supply. $TOU.TO 7-9% of total gas is sold as #LNG target 15%"
X Link 2025-12-03T16:36Z [----] followers, [----] engagements
"2026 NYMEX #NaturalGas strip is $4.38 USD. Despite a heavy [----] (full cycle growth) $1BN Capital Budget - #NEBC gas plant(s) construction $TOU.TO's FCF yield is now in the 7-10% range @ $64/sh. Production growth ladders up YoY through [----] while PRH expected to be monetized"
X Link 2025-12-05T01:27Z [----] followers, [----] engagements
"LNG exports are ramping & #NaturalGas demand continues to climb & the price breaks out now. Here are the largest Canadian NatGas producers in order: $TOU.TO $CNQ.TO $ARX.TO $OVV.TO @Petronas $WCP.TO $CVE.TO [----] will be fun :) #Investing #LNG #CanadianLNG"
X Link 2025-12-05T16:44Z [----] followers, [----] engagements
"Thought exercise: $ARX.TO has built a tremendous company but my opinion only feel it's time to monetize what has been built how (to whom) & reasons why. For both shareholder returns & the greater (sector) good. 1/x. $TOU.TO $WCP.TO $CNQ.TO $COP"
X Link 2025-12-05T18:18Z [----] followers, [----] engagements
"$TOU.TO acquire the NEBC South Montney assets further cementing $TOU as Canada's premier #NaturalGas producer (+1Bcf/d). $WCP.TO / $ARX merge (all stock): AB Montney & Attachie) combined $ARX / $WCP becomes the premier 'liquids rich gas' producer in Canada (+ 225kboepd)"
X Link 2025-12-05T18:57Z [----] followers, [----] engagements
"Updated: $WCP.TO $ARX.TO #Consolidation #Montney $WCP.TO $VRN.TO #Consolidation #Montney #Energy https://t.co/lW2ImJHLT3 $WCP.TO $VRN.TO #Consolidation #Montney #Energy https://t.co/lW2ImJHLT3"
X Link 2025-12-06T01:48Z [----] followers, [----] engagements
"$TOU.TO options for Peace River High assets in AB. One option is to spin out into a $TOU partly owned newco. Newco would command new funding + $TOU own % shares of newco. Akin to the $TPZ model. Newco can inject CapEx to grow & within [--] yrs $TOU sells its position in newco"
X Link 2025-12-06T22:50Z [----] followers, [----] engagements
"These are the $TOU.TO assets discussed above:"
X Link 2025-12-07T00:21Z [----] followers, [----] engagements
"Phase [--] FID in [----] mark your calendars. #CanadianLNG $TOU.TO $SHEL - @FluorCorp and JGC have completed Train [--] at #LNGCanada marking the end of Phase [--] for the countrys first LNG megaproject and advancing a major new source of Canadian LNG to global markets. https://t.co/gfzOkW6jlS - @FluorCorp and JGC have completed Train [--] at #LNGCanada marking the end of Phase [--] for the countrys first LNG megaproject and advancing a major new source of Canadian LNG to global markets. https://t.co/gfzOkW6jlS"
X Link 2025-12-08T23:07Z [----] followers, [----] engagements
"I'm fully aligned with the $TOU.TO plan given Nat Gas / LNG (Build out/aka domestic gas demand). However if I'm asked which TSX listed company 'business model' (valuations aside) do I find the most interesting. It's $TPZ.TO / Topaz Energy. See below: https://x.com/BubleQe/status/1649446281759318018s=20 Okay shall we do this $TPZ.TO Let's start here. with a wonderful illustration of 'expenses' or in the case of Topaz Energy the lackthereof & hence "Distributable" Free Cash Flow. #DivTwit #COM #LNG #CanadianLNG https://t.co/6pAQLsVOK8 https://x.com/BubleQe/status/1649446281759318018s=20 Okay"
X Link 2025-12-09T17:06Z [----] followers, [----] engagements
"Personal investment interests aside $TPZ.TO is a name that is a candidate to be in every Canadian Childs RESP across Canada actively (acquisitions) & passively (royalty growth) grow & compound Year over Year. Every Canadian pension fund should own it in my view"
X Link 2025-12-09T17:14Z [----] followers, [---] engagements
"An updated view of the impact to $TPZ.TO (GORR/Royalty growth) via $TOU.TO's 5r year growth plan. The $TPZ GORR's across the NEBC resource base is 'irreplaceable' & NEBC is the primary #NatGas growth resource in Canada illustrated via $TOU Canada's largest gas producer"
X Link 2025-12-09T17:19Z [----] followers, [----] engagements
"Shell EP. $SHEL M&A. Have highlighted a few salient points from the write up. Watch Canada EP & Shell Integrated Gas the clues are there ;) https://www.bnnbloomberg.ca/business/2025/12/09/shell-in-advanced-talks-to-buy-llog-exploration-for-more-than-us3-billion-reuters-sources-say/ https://www.bnnbloomberg.ca/business/2025/12/09/shell-in-advanced-talks-to-buy-llog-exploration-for-more-than-us3-billion-reuters-sources-say/"
X Link 2025-12-09T17:52Z [----] followers, [----] engagements
"$TOU.TO $SHEL :)"
X Link 2025-12-09T17:57Z [----] followers, [----] engagements
"From liquefaction all the way through the upstream Canada's #LNG is produced with the lowest emissions globally. See below from $TOU.TO / @TourmalineOil 's sustainability report electrification of the #NEBC Natural Gas Plants using renewable power (hydro):"
X Link 2025-12-10T00:16Z [----] followers, [----] engagements
"8/8. Summarizes how & why I've carefully created my own 'Natural Gas Value chain' investment. ➡"Power is to Natural Gas what Gasoline is to Oil". I wanted lowest cost longest life production of gas molecule ( $TOU.TO $ARX.TO $CNQ.TO ) & Power 'downstream' - $CPX.TO Enjoy"
X Link 2025-12-10T16:53Z [----] followers, [----] engagements
"Starting to look like an acquisition target for a super major now or peer LNG Infra Co. Mutton. No position but watching. $VG $LNG"
X Link 2025-12-10T17:25Z [----] followers, [----] engagements
"AECO Gas now $3.50/g & have been $3 CAD for the past few weeks. Mike Rose / $TOU.TO was spot on when he suggested in the CAD Domestic Gas S/D would balance in the coming 'weeks'. See Alberta & NEBC (FSJ) temperatures. chilly Cold = Canadian #LNG advantage #NaturalGas The [--] [--] & [--] month AECO strip is now $3/gj. Expect to see the [--] month AECO strip lift in the coming weeks+Nov 2025- Mar [----] 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 $CNQ.TO https://t.co/I9QgNm9qY8 The [--] [--] & [--] month AECO strip is"
X Link 2025-12-11T18:13Z [----] followers, [----] engagements
"$ARX.TO / @arcresources with [--] new well licences at Inga (Attachie). Clearly going further north for this round of drilling. $COP @ Inga hitting absolute tubescreamer wells among the highest quality condensate wells in Canada. Have shared an older Map for reference"
X Link 2025-12-12T00:32Z [----] followers, [----] engagements
"Shell Q3 [----] EP Gas production = [---] Bcf/d. $TOU.TO / @TourmalineOil will be producing 850kboepd including 4Bcf/d gas with [--] decades of Tier [--] Gas inventory + [--] yrs of Nat Gas reserves. Double the production quadruple & 'high grade' reserves: https://x.com/BubleQe/status/1960167426441768989s=20 Map illustrating $TOU.TO Groundbirch & proximity to CGL / Shell Groundbirch. See $TOU pipeline traverses Shells Groundbirch acreage and ties in at Saturn (Feeds CGL). $TOU also acquired $SCR.TO Groundbirch plant & production just last quarter (Q22025) consolidating the area."
X Link 2025-12-16T23:56Z [----] followers, [----] engagements
"@KramerKarma1 @northlandpower Not this utility investor $CPX & $FTS were my only utes"
X Link 2025-12-17T22:03Z [----] followers, [---] engagements
"With NYMEX running up 11% today & generally all gas hubs 'firming up' again these incremental supply/marketing agreements ( $TOU.TO ) will show well in the Q4 ER. #NaturalGas #LNG $TOU.TO From Q2 ER an additional [-----] mmbtu/d long term agreement that commences in November (7 days) in preparation for a Nov [----] LNG supply deal. Meaning those volumes could be sold domestically in the US or sold into an immediate 2-3 year #LNG supply agreement. https://t.co/twbLdV0Ii9 $TOU.TO From Q2 ER an additional [-----] mmbtu/d long term agreement that commences in November (7 days) in preparation for a Nov"
X Link 2025-12-23T22:16Z [----] followers, [----] engagements
"Is it time for oil weighted $WCP.TO to merge with $ARX.TO to diversify into #LNG and heavy Nat gas infrastructure Yes Yes Yes Yes"
X Link 2026-01-03T20:49Z [----] followers, [----] engagements
"Also heard they are looking to use the proceeds to buy back the Montney #NatGas assets they sold to $TOU $ARX & $CNQ. 🍳 Hearing $SCR has asked shareholders to give back the $10/sh special dividend they just paid out. Bullish. Hearing $SCR has asked shareholders to give back the $10/sh special dividend they just paid out. Bullish"
X Link 2026-01-04T01:09Z [----] followers, [----] engagements
"@trend_bullish @biglunks @AssetTraveller @JamieHeard5 @JamesJstuartb The stock isn't in fact it's the richest valued Gas EP in the (CAD) sector. See multiples at these commodity prices multiples are very fair. Ways to unlock value: 1) Grow production ( $TOU 200kboepd being added). 2) Increase margins (price/cost levers). 3) Sale of company"
X Link 2026-01-05T23:49Z [----] followers, [----] engagements
"I would like to see $CNQ make a move for $ARX.TO. .63Bcf/d of acquired LNG supply. Immediate decarb given hydro BC Gas Infra. Immediate in-house Condensate (for blend) grab. Immediate 400kboepd production grab. Disclosure: Added to my $ARX.TO position today. #Consolidation"
X Link 2026-01-06T18:19Z [----] followers, [----] engagements
"Who should we expect to see as the logical buyer for $TOU.TO's Peace River High assets CNRL $CNQ Birchcliff $BIR Developers (KEL SDE etc) Advantage $AAV CNRL $CNQ Birchcliff $BIR Developers (KEL SDE etc) Advantage $AAV"
X Link 2026-01-07T01:14Z [----] followers, [----] engagements
"Today's adds: ☑ $ARX.TO / @arcresources #Investing #Montney #LNG"
X Link 2026-01-07T16:37Z [----] followers, [----] engagements
"There's some work to do. $23's / $24 is my (readily available) routine position add zone for $ARX.TO There will come a point however if EP returns (3.x% div) are not materializing organically sale of company for some EP's might be the best route to unlock shareholder value"
X Link 2026-01-07T18:15Z [----] followers, [----] engagements
"Astute reception to this simple poll :) See below #Consolidation $TOU.TO $CNQ.TO Who should we expect to see as the logical buyer for $TOU.TO's Peace River High assets Who should we expect to see as the logical buyer for $TOU.TO's Peace River High assets"
X Link 2026-01-07T19:08Z [----] followers, [----] engagements
"@Peter_Lukacs_R @arcresources including condensate to be very specific which $ARX.TO is the biggest producer of in Canada. Alberta imports 35% condensate from the US for Oil Sands blend meaning there it's undersupplied domestically. Then add .63Bcf/d in LNG Supply gas agreements + some LNG marketing"
X Link 2026-01-07T20:10Z [----] followers, [---] engagements
"Watch to see what happens next. You're welcome. The THOR-minator. $TOU.TO #Consolidation #LNG #NEBC Astute reception to this simple poll :) See below #Consolidation $TOU.TO $CNQ.TO https://t.co/GVnZZwyJEo Astute reception to this simple poll :) See below #Consolidation $TOU.TO $CNQ.TO https://t.co/GVnZZwyJEo"
X Link 2026-01-07T20:26Z [----] followers, [----] engagements
"@Rytetz29 RT I've found @AlexSS94736924 waiting in line to buy some $ARX.TO shares under $24. See below with sound on:"
X Link 2026-01-07T20:34Z [----] followers, [---] engagements
"#TeamMike doing everything possible to suppress emotions into [----] & maintain mature & respectful humility as things play out despite enduring a myriad of gloating comments through [----] $TOU.TO #NEBC #LNG #Montney"
X Link 2026-01-07T20:37Z [----] followers, [----] engagements
"Plenty of room to drop at these WCS prices & a now 'pure play' thermal/heavy oil producer. Will be looking to re-enter $SCR.TO at the right price. $SCR do have their own rail + the $TOU shares provide a bit of a physical Nat Gas hedge for steam gen. #OilSands"
X Link 2026-01-07T20:47Z [----] followers, [----] engagements
"@Pedro100000010 @RazorOil @trend_bullish @AssetTraveller @cv570957 I don't see many buyers on X. lots of tweets skating around the edges but no disclosures of buys from many of the energy contingent. $ARX.TO is the only EP position I've added to thus far in [----] (today) tweeted this today on my two buy tranches"
X Link 2026-01-07T22:15Z [----] followers, [---] engagements
"@AssetTraveller @RazorOil @trend_bullish @cv570957 Misconception on a misconception. agree with what your saying but the reality is there are emotions & fundamentals (downslide shorts pile on + a brand new technical support emerges much lower). You saw this with $ARX.TO TA today (calls for $18/sh). 1/2 - Fear & Greed"
X Link 2026-01-07T23:00Z [----] followers, [---] engagements
"Today's adds: ☑ $ARX.TO / @arcresources #Montney #LNG"
X Link 2026-01-08T18:10Z [----] followers, [----] engagements
"@QuinnCadman @arcresources A name like $ARX.TO (and $TOU $CNQ $TPZ) you're buying for 2026-2032. If you're not looking to hold it for the longer haul or add on pullbacks. it's probably not the right name for you. Look at Oil/Condy prices (which $ARX is weighted to - largest condensate producer)"
X Link 2026-01-08T18:52Z [----] followers, [---] engagements
"Given past transactions (1-3 week approval durations) & PR lead times that follow the approvals Investors should expect to see a Press Release in the coming weeks/month. Things are starting to get fun :) $TOU.TO $CNQ.TO"
X Link 2026-01-08T19:18Z [----] followers, 10.8K engagements
"Who would love to see this merger $ARX.TO $WCP.TO Would make for an 'unrivaled' liquids Montney giant. Comment below with your rationale. p.s. I'm not a blue-check nor here for 'subscription money' or promote substacks or monetize X. all for fun to share/exchange thought. 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 https://t.co/GxzejXYlyg Now that $WCP.TO / $VRN has"
X Link 2026-01-08T21:07Z [----] followers, [----] engagements
"Should $ARX.TO & $TOU.TO swap some assets in NEBC assemble a more coherent 'strategic jigsaw' respectively i.e. $TOU - Tower & Attachie (Both $ARX core). $ARX - Septimus ( $TOU Core). Yes No Yes No"
X Link 2026-01-09T16:59Z [----] followers, [----] engagements
"In [----] I believe $ARX.TO's chapter as a stand alone company will conclude. It will have been an excellent run world class assets mgmt team & board. This is a new era for energy for Natural Gas for #LNG & in this paradigm bigger is indeed better. The game has changed"
X Link 2026-01-09T17:22Z [----] followers, [----] engagements
"Today's adds: ☑ $ARX.TO / @arcresources #LNG #Montney"
X Link 2026-01-09T17:47Z [----] followers, [----] engagements
"Use slides from @OilGasCanada. Note Oil Sands production still maintains a near 50/50 split between Mining & In-situ (which includes SAGD). $CNQ is the largest 'mined bitumen/upgraded SCO' producer in Canada. $ARX.TO is the largest #Condensate producer in Canada"
X Link 2026-01-09T18:19Z [----] followers, [----] engagements
"@OHare888 @timber001 @CardyTruster @RazorOil @fhoro @inthemoneypod @agnostoxxx @VD718 @TheStalwart @ericnuttall Agree brother will also add as some suffer given the environment (low longer) others (think $CNQ.TO & $TOU.TO) thrive given "Distressed opportunities""
X Link 2026-01-10T00:14Z [----] followers, [---] engagements
"Disclosure: Added to my core position of $ARX.TO / @arcresources through last week Canada's largest #Condensate producer & behind $TOU.TO's NEBC growth plan (which includes material condensate growth) aligned with C5 transport from BC into AB ( $KEY.TO). https://x.com/BubleQe/status/2009691599052452322s=20 Use slides from @OilGasCanada. Note Oil Sands production still maintains a near 50/50 split between Mining & In-situ (which includes SAGD). $CNQ is the largest 'mined bitumen/upgraded SCO' producer in Canada. $ARX.TO is the largest #Condensate producer in Canada. https://t.co/4zFWmt8sA3"
X Link 2026-01-10T19:35Z [----] followers, [----] engagements
"@berling72289 Now second largest condensate producer. $WCP = Time to thrive. @BrockWarkentin"
X Link 2026-01-10T23:07Z [----] followers, [---] engagements
"@heykeren__49 @grok put the words "Tourmaline" & "Arc Resources" above each of their heads. Thank you"
X Link 2026-01-10T23:41Z [----] followers, [----] engagements
"Watching #Condensate / diluent particulars in the coming weeks. $ARX.TO is Canada's largest Condensate producer. $TOU.TO condensate & C5 when combined looking at exit [----] 55kboepd of (total) Condensate production. Keen to see a Septimus/Tower for Attachie asset swap"
X Link 2026-01-11T22:28Z [----] followers, [----] engagements
"$ARX.TO Attachie. If you've been involved in greenfield (Major) Capital projects you can understand it takes time years to learn/CI/optimize assets. It's the same in Thermal (SAGD) & Oil Sands Mining (see CNRL's optimizations). Same applies in Greenfield full cycle #Montney"
X Link 2026-01-11T22:39Z [----] followers, [----] engagements
"Kris Bibby does a good job discussing many specifics with respect to Attachie development link shared below. The interviewer (TD) also does a good job asking the right questions. https://www.tdsecurities.com/ca/en/tdc-insights-2025-energy-conference-1-arc-resources https://www.tdsecurities.com/ca/en/tdc-insights-2025-energy-conference-1-arc-resources"
X Link 2026-01-11T22:40Z [----] followers, [----] engagements
"Still ongoing not approved yet. $CNQ.TO $TOU.TO #Consolidation"
X Link 2026-01-12T17:23Z [----] followers, [----] engagements
"@trend_bullish I think your December chart commentary will be more accurate in the near/mid term on $ARX.TO. More to come https://x.com/trend_bullish/status/1997028848660369771s=20 $ARX.TO pure beauty of chart https://t.co/zGu7VULcGd https://x.com/trend_bullish/status/1997028848660369771s=20 $ARX.TO pure beauty of chart https://t.co/zGu7VULcGd"
X Link 2026-01-12T20:58Z [----] followers, [----] engagements
"Still ongoing. but look at the new transaction that's popped up in the row below now seeking approval :) $TOU.TO $CNQ.TO #Consolidation"
X Link 2026-01-13T15:41Z [----] followers, 15.7K engagements
"@BOEReport Yep. See in $TOU.TOs deck they even break out condensate from C5 my figures have $ARX as the largest (condensate) producer and $TOU second largest when combined. $WCP is often cited as second largest condensate but to me its bundled with light oil"
X Link 2026-01-13T19:18Z [----] followers, [---] engagements
"@trend_bullish @barometerca @anasalhajji Your numbers are off. share price is even higher now than the $47/sh tweet analysis below on the name. Let's see how those calls price target calls work out. ( $ARX.TO - $14/sh ). https://x.com/trend_bullish/status/2010506390402462144s=20 Entering stage [--] 🫣 https://x.com/trend_bullish/status/2010506390402462144s=20 Entering stage [--] 🫣"
X Link 2026-01-13T20:28Z [----] followers, [---] engagements
"@Nickaroo1987 @ErnestWongBWM That may have been David's frustration with the name. I'd never owned $TRP prior to that period it was on my 'watch/accumulate list' for NG / LNG / Energy Infrastructure. Sure worked out nicely lucky"
X Link 2026-01-14T18:49Z [----] followers, [--] engagements
"Today's adds: ✅$ARX.TO / @arcresources"
X Link 2026-01-14T19:07Z [----] followers, [----] engagements
"Today's adds: 2/2. ✅ $ARX.TO / @arcresources #Investing #Consolidation Today's adds: ✅$ARX.TO / @arcresources https://t.co/xJ96XUJWWc Today's adds: ✅$ARX.TO / @arcresources https://t.co/xJ96XUJWWc"
X Link 2026-01-14T19:42Z [----] followers, 10.2K engagements
"@NihilXenos thx appreciated. It's a position for fun (resource development) & yep Leucrotta also. recall they sold (half) of the company to $VET. and then spun out these (oilier/liquids rich) assets to be developed. I'm with you on $TOU.TO (largest portfolio position)"
X Link 2026-01-15T21:25Z [----] followers, [---] engagements
"Below is an $ARX.TO speculator panicking that their stock has not gone up 30% since they bought it at today's share price a few days ago. Investing requires patience. Extensive homework followed by patience. #Investing #Consolidation #Montney When Chicarito was assaulted while playing for LA Galaxy 😭 https://t.co/dwz8gylpWt When Chicarito was assaulted while playing for LA Galaxy 😭 https://t.co/dwz8gylpWt"
X Link 2026-01-15T21:52Z [----] followers, [----] engagements
"@cv570957 What was slow was the response of all producers to buy up the BC Montney (west coast supply gas). Its an oligopoly now. $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
X Link 2026-01-16T01:15Z [----] followers, [---] engagements
"Today's adds: $CPX.TO Only the 2nd name thus far that I've added to in [----] (ARC Resources Capital Power). [----] is set to be an excellent year. #Investing #NaturalGas #Power"
X Link 2026-01-16T17:23Z [----] followers, [----] engagements
"2/x It would be a [--] part "cost of capital" & "opportunity cost" decision to directly buy in & participate. Think $TOU.TO & $CNQ. Part [--] would mean new entrants in the Phase [--] JV would require supply gas for their share & thus 'supply gas' deal opportunities for $TOU & $CNQ"
X Link 2026-01-16T20:54Z [----] followers, [---] engagements
"@trend_bullish $14/sh Not working out so far brother. $ARX.TO up 2.54+% today"
X Link 2026-01-16T21:46Z [----] followers, [---] engagements
"Plot twist. LNG Canada Phase [--] cost around $18BN CAD add a premium to it. Given JV participants are looking to sell a % of their JV (to de-risk & roll Capital into Phase [--] same as what $TRP did with CoastalGaslink). . could $TOU.TO & $CNQ.TO be looking to buy in here Still ongoing. but look at the new transaction that's popped up in the row below now seeking approval :) $TOU.TO $CNQ.TO #Consolidation https://t.co/07wrFPHzSM Still ongoing. but look at the new transaction that's popped up in the row below now seeking approval :) $TOU.TO $CNQ.TO #Consolidation https://t.co/07wrFPHzSM"
X Link 2026-01-16T21:49Z [----] followers, [----] engagements
"Given $TOU.TO could & should fetch around $1BN +/- for the PRH (Alberta Oilier) assets. This amount + $TPZ.TO monetized ownership would provide the capital to buy into 10-15% stake in LNG Canada [--]. https://financialpost.com/commodities/energy/cnrl-tourmaline-competition-bureau-approval-natural-gas-deal https://financialpost.com/commodities/energy/cnrl-tourmaline-competition-bureau-approval-natural-gas-deal"
X Link 2026-01-16T21:56Z [----] followers, [----] engagements
"@BB19043 @StephenKalil @staunovo @ExnerPirot Read into it as a positive prep for Phase [--]. Rough analogue is $TRP/CGL de-risk & free up capital for new opportunities. To me this is now a Canadian Producer opportunity I'll be disappointed if they don't see it & seize it. Time to lean in. https://www.tcenergy.com/announcements/2019/2019-12-26tc-energy-announces-the-partial-monetization-of-the-coastal-gaslink-pipeline-project/ https://www.tcenergy.com/announcements/2019/2019-12-26tc-energy-announces-the-partial-monetization-of-the-coastal-gaslink-pipeline-project/"
X Link 2026-01-16T21:59Z [----] followers, [--] engagements
"@trend_bullish Stay focused the topic is the $14/sh call on $ARX.TO & the $44/sh call on $TOU.TO. These are the two Price Targets you'd shared for those two names"
X Link 2026-01-16T22:12Z [----] followers, [---] engagements
"@BB19043 I don't (fully) disagree with you certainly a stretch but anything is possible (see $TOU.TO spinning out $TPZ.TO as an example when least expected to fund a consolidation spree at the trough of the market). The Cedar example $ARX took half of that & they're half $TOU's EV"
X Link 2026-01-16T22:33Z [----] followers, [---] engagements
"@ego_rocker 2) $ARX.TO's Nat Gas infra / production is excellent (South Montney NEBC) but the condensate inventory + production is prime & coveted in Canada for Oil Sands blend/diluent (35% imported)"
X Link 2026-01-17T00:25Z [----] followers, [---] engagements
"@ego_rocker 3) To me it's a 'both' but a higher skew towards $TOU.TO in the portfolio given my views on the future scenarios for Natural Gas / LNG & Power demand (NG) & that $TOU's NEBC growth plan also includes condensate production growth along with other NGL's & storage gas processing"
X Link 2026-01-17T00:28Z [----] followers, [---] engagements
"oh nothing ;) TTF up 20% in a week. EU Nat Gas inventories only 52% full now at the close of week. #LNG $TOU.TO https://www.bloomberg.com/news/articles/2026-01-16/european-gas-prices-post-biggest-weekly-gain-since-fall-of-2023 https://www.bloomberg.com/news/articles/2026-01-16/european-gas-prices-post-biggest-weekly-gain-since-fall-of-2023"
X Link 2026-01-19T03:07Z [----] followers, [----] engagements
"@trend_bullish How much 'unhedged' gas is $PEY.TO marketing to Henry Hub to collect this spike in spot prices at that hub"
X Link 2026-01-19T17:31Z [----] followers, [----] engagements
"@rynokinsight $CNQ.TO has been excellent but depends when you buy & how much you buy on pullbacks (go overweight). 40% 'total' return now from the big pullbacks for buyers then (including myself). Safe easy money & ride out a 6+% Dividend Yield on Cost. https://x.com/BubleQe/status/1976341309528121526s=20 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 2026-01-19T18:17Z [----] followers, [---] engagements
"Older map but you get the idea. $TOU.TO then retains all the $ARX.TO south montney assets (consolidates the entire area). Whilst divesting the condensate rich assets in both NEBC & Alberta to $CNQ.TO (or $COP) (or AB Montney to $WCP.TO if they elect to consolidate Kakwa)"
X Link 2026-01-19T21:20Z [----] followers, [----] engagements
"@ottsens73 Nope. $26/sh is fine. Shareholders (including myself) can enjoy the run up in the combined $TOU.TO position"
X Link 2026-01-19T23:33Z [----] followers, [---] engagements
"#NaturalGas #LNG 🔥 $TOU.TO $ARX.TO"
X Link 2026-01-20T14:16Z [----] followers, [----] engagements
"@MC_Mike411 234M shares @ $60/sh & assume $ARX.TO's debt"
X Link 2026-01-21T01:19Z [----] followers, [---] engagements
"@oilrambo @WAR527 Ideally $TOU.TO but $CNQ also prime candidates. Too big of a lift for $PEY.TO its their entire production but for a few billion cheaper"
X Link 2026-01-21T03:00Z [----] followers, [---] engagements
"@trend_bullish Need a new $ARX.TO & $TOU.TO charts Up 10% on my recent $ARX buys. All gas names do well here all hubs are pushing up"
X Link 2026-01-21T15:16Z [----] followers, [---] engagements
"Congrats to those who bought the $ARX.TO dip. +9.6% from the dip buys. #NaturalGas Today's adds: 2/2. ✅ $ARX.TO / @arcresources #Investing #Consolidation Today's adds: 2/2. ✅ $ARX.TO / @arcresources #Investing #Consolidation"
X Link 2026-01-21T15:21Z [----] followers, [----] engagements
"$ARX.TO #NaturalGas marketing. See below for front month Nat Gas contract prices. Up Up Up. Note $ARX get a 'premium' to domestic hubs on the .15Bcf/d gas they supply to LNG Canada (agreement with Shell). #Natgas select spot and front month future price for Jan [--]. https://t.co/iAHCuaxtqk https://t.co/cCq8tWFH6h https://t.co/TazSro0WO3 #Natgas select spot and front month future price for Jan [--]. https://t.co/iAHCuaxtqk https://t.co/cCq8tWFH6h https://t.co/TazSro0WO3"
X Link 2026-01-21T15:49Z [----] followers, [----] engagements
"@StephenKalil @trend_bullish Both $TOU.TO & $ARX.TO send gas to HH"
X Link 2026-01-21T15:59Z [----] followers, [---] engagements
"@trend_bullish $CNQ.TO $CNQ 'haterade' drinkers ;)"
X Link 2026-01-21T16:53Z [----] followers, [---] engagements
"See. :) However as $ARX.TO pulled back people panic even calls for the stock to go to $14/sh 40% downside. Ridiculous & foolish. .63Bcf/d of #LNG supply agreements + US Gas Marketing. Do the homework buy at opportune times & let time do the work. #Investing #NaturalGas Below is an $ARX.TO speculator panicking that their stock has not gone up 30% since they bought it at today's share price a few days ago. Investing requires patience. Extensive homework followed by patience. #Investing #Consolidation #Montney Below is an $ARX.TO speculator panicking that their stock has not gone up 30% since"
X Link 2026-01-21T18:11Z [----] followers, [----] engagements
""Be greedy when others are fearful". $ARX.TO #Montney RJ on point here with $ARX.TO. Theres a serious case for more downside near term. Could be an interesting meaning challenging year both for the company and shareholder. #oott #eft #com RJ on point here with $ARX.TO. Theres a serious case for more downside near term. Could be an interesting meaning challenging year both for the company and shareholder. #oott #eft #com"
X Link 2026-01-21T18:51Z [----] followers, [----] engagements
"This is typically how X #Energy analysis works: The time to be accumulate (pullbacks) in high quality names people head for the exits while parroting further downslides invoking fear & panic. If you're done your homework these are times to go overweight. $ARX.TO #LNG"
X Link 2026-01-21T19:05Z [----] followers, [----] engagements
"@BB19043 See $ARX.TO's marketing. In time you'll see $TOU.TO & $ARX.TO ramp more gas to West Coast/LNG. No major transmission pipes for gas from AB to BC West Coast LNG (6-10Bcf/d) sourced from BC Montney & only one producer is building growth infra - $TOU). https://x.com/BubleQe/status/2014002393508168012s=20 $ARX.TO #NaturalGas marketing. See below for front month Nat Gas contract prices. Up Up Up. Note $ARX get a 'premium' to domestic hubs on the .15Bcf/d gas they supply to LNG Canada (agreement with Shell). https://t.co/WCgXZ76TMn https://x.com/BubleQe/status/2014002393508168012s=20"
X Link 2026-01-21T19:17Z [----] followers, [---] engagements
"Did you buy $ARX.TO on the recent pullback Yes No I panicked & clenched No I panic sold Yes No I panicked & clenched No I panic sold"
X Link 2026-01-21T19:31Z [----] followers, [----] engagements
"Wow 🔥🔥 #NaturalGas #LNG Stay tuned. $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO Not that "Sunday night before markets open" matters when it comes to either Oil nor Nat Gas futures. But the whole gas curve has bumped up & the near term contract is up 12.5% at the time of writing. We have a big few weeks coming up in Canada https://t.co/mjZjHmNT3x Not that "Sunday night before markets open" matters when it comes to either Oil nor Nat Gas futures. But the whole gas curve has bumped up & the near term contract is up 12.5% at the time of writing. We have a big few weeks coming up in Canada"
X Link 2026-01-21T21:18Z [----] followers, [----] engagements
"Expect to see $TOU.TO monetize ownership in $TPZ.TO (The Topazmanian Devil) to fund upcoming M&A & fast track Montney development plans. PRH divestment $TPZ monetization Then put a royalty on new acquisitions: Aduro (private) acquisition (nebc) $CVE Deep basin acquisition"
X Link 2026-01-21T21:33Z [----] followers, [----] engagements
"All going to plan $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO #CanadianLNG #NaturalGas #LNG"
X Link 2026-01-21T21:49Z [----] followers, [----] engagements
"Currently reading "Fairfax Way". Learned a lot about Prem that I didn't know prior. Excellent book quick read worth the time. $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh"
X Link 2026-01-22T16:42Z [----] followers, [----] engagements
"Here is Mike Rose in [----] playfully dousing revenge on a sea of Canadian #NaturalGas bears Plenty to come & do yourselves a favour: Beware wary of the opinions of those who try to sell subscriptions or 'energy research'. : https://t.co/5pGMTysVYl : https://t.co/5pGMTysVYl"
X Link 2026-01-22T18:48Z [----] followers, [----] engagements
"@trend_bullish I've starting to add pure play Oil exposure now (beyond my core $CNQ.TO & $ARX.TO (WTI/Condensate weight). $SCR.TO"
X Link 2026-01-22T22:16Z [----] followers, [----] engagements
"@Peter_Lukacs_R Keep a 'very' close eye on the NEBC (Montney) / West Coast LNG set up. Gas flows East from BC to AB but not in reverse. CGL was approved 'provincially' (not federally) is connected to NGTL but would need significant NGTL Infra expansions to accommodate AB supply Gas for LNG"
X Link 2026-01-22T23:46Z [----] followers, [---] engagements
"@Peter_Lukacs_R This is (in part) why you can see $TOU.TO (5 year plan) all growth near exclusively is in the NEBC Montney. In time one way or another much of this gas production will flow west to the coast with optionality of flowing south & East (to AB)"
X Link 2026-01-22T23:48Z [----] followers, [---] engagements
"Where is my Friday "Interesting in Gas this week" #NaturalGas #LNG $TOU.TO $TPZ.TO $ARX.TO $CNQ @JamieHeard5"
X Link 2026-01-23T19:00Z [----] followers, [----] engagements
"On a serious note (despite it being Friday). Kudos $TOU.TO. great to see. World class engagement & inclusion right here in #CanadianLNG #NaturalGas #LNG Tourmaline was proud to once again sponsor this years Ministers Breakfast at the BC Natural Resources Forum in Prince George. The forum brings Indigenous leaders government and industry together to help shape the future of British Columbias natural resource sector. The https://t.co/wlfj9FWHB4 Tourmaline was proud to once again sponsor this years Ministers Breakfast at the BC Natural Resources Forum in Prince George. The forum brings"
X Link 2026-01-23T20:46Z [----] followers, [----] engagements
"From Q4 PR - $CNQ expansions & greenfield projects: 1) Jackfish 30K $700M = 23k pfb 2) Pike [--] 70K = $2.65BN = 38k pfb 3) Jackpine 150k = $8.25BN = 55k pfb 4) Horizon 90k = $5BN = 55k pfb FEED begins for all projects = [----]. Total 340k bbl/d average 48k pfb #OilSands $15B of private investment from CNRL is bringing growth and opportunity to our region #cnrl #LacLaBiche https://t.co/qPddiGhtMq https://t.co/VAJax7kuGJ $15B of private investment from CNRL is bringing growth and opportunity to our region #cnrl #LacLaBiche https://t.co/qPddiGhtMq https://t.co/VAJax7kuGJ"
X Link 2026-01-24T19:05Z [----] followers, [----] engagements
"#NaturalGas #LNG 👇 $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO Natural gas demand today is the third-highest on record. With more cold on the way I suspect we'll see a new record soon. https://t.co/tQQVYXfChv Natural gas demand today is the third-highest on record. With more cold on the way I suspect we'll see a new record soon. https://t.co/tQQVYXfChv"
X Link 2026-01-24T22:04Z [----] followers, [----] engagements
"NAM gas is now connected to global gas markets (via #LNG) & volatility (geopol weather power etc) has corresponding (global) effect impacting TTF & JKM pricing. Now the #NatGas producer marketing 'scale' strategies begin to differentiate. ☑ $TOU.TO $14 TTF = $19.25/Mcf CAD 🔥 TTF just went vertical. Asia stayed calmer TTFs premium over JKM is now the widest since Apr-23. Europe has basically repriced winter risk in a month. TTF is up 50% since Jan [--] as demand jumped (cold + weaker nuclear) and storage is sliding toward or below the 5y https://t.co/U54pGnokr1 🔥 TTF just went vertical. Asia"
X Link 2026-01-25T00:43Z [----] followers, [----] engagements
"Probably be a perfect week for #NaturalGas weighted producers to put out an operational & marketing update. $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"
X Link 2026-01-26T16:04Z [----] followers, [----] engagements
"This is where I'd really like to see $TOU.TO move towards over the next [--] yrs. Pristine Upstream+Opportunistic #NatGas + #LNG Marketing arm with a myriad of flexibility optionality. West Coast BC has 8Bcf/d of Gas Supply opportunity & some slices of the [--] Mtpa LNG. $SHEL 🚨 BREAKING: Natural gas prices surge over +20% in one session 📈 Now up +107% in just [--] trading days This is not a weather story anymore. This is a trading P&L story. And [--] very different business models are winning in very different ways. Shells gas & #LNG desk is https://t.co/HdaLGPgD0e 🚨 BREAKING: Natural gas prices"
X Link 2026-01-26T18:26Z [----] followers, [----] engagements
"$PPL.TO Inevitable. Nice (8%) lift since the first week of January lows. Still yielding 5%. #EnergyInfrastructure #NaturalGas"
X Link 2026-01-26T22:04Z [----] followers, [----] engagements
"$ARX.TO is minting here in Q1. #NaturalGas"
X Link 2026-01-27T04:00Z [----] followers, 17.4K engagements
"@StephenKalil Now just think where $ARX.TO could (and can) be given the FCF from these gas prices if they pair that with respectable share buybacks"
X Link 2026-01-27T15:59Z [----] followers, [----] engagements
"@BB19043 The sole focus is on a few Attachie wells in the BC Montney. Meanwhile $ARX.TO is printing cash flow this quarter given their low hedge book low costs (owned/operated gas infra) & the below marketing strategy. Low hedge book hitting premium hubs. https://x.com/BubleQe/status/2015998306644893987s=20 $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy https://x.com/BubleQe/status/2015998306644893987s=20 $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy"
X Link 2026-01-27T16:23Z [----] followers, [----] engagements
"@BB19043 Look at the prices at where $ARX.TO is marketing their gas be very precisse. and look at how much (unhedged) gas they are sending to those hubs. You're welcome"
X Link 2026-01-27T16:37Z [----] followers, [---] engagements
"$ARX.TO timing a very low hedge book in [----] ( 20% ) & majority of their #NaturalGas production (nearly 1Bcf/d) is precisely hitting premium US Gas hubs that are hitting insane cash/spot prices. Look closely invest wisely. "Precision beats power and timing beats speed" $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy $ARX.TO is minting here in Q1. #NaturalGas https://t.co/G0LrQznTMy"
X Link 2026-01-27T16:40Z [----] followers, [----] engagements
"@BB19043 The market can think what the market wants. but a low stock price paired with (very) high FCF = cheap shares bought back & retired. My 'only' gripe with $ARX.TO at this point is the anemic share buybacks it was the promised Return of Capital format & they've underdelivered"
X Link 2026-01-27T18:57Z [----] followers, [---] engagements
"@rouzi_mrouz In my view the biggest ER beat in Q1 for the gas co's will come from $ARX.TO. They're absolutely minting on their gas right now. only 20% hedged & 60% of it marketed into premium (ultra premium right now daily spot) US hubs"
X Link 2026-01-27T19:21Z [----] followers, [----] engagements
"@rouzi_mrouz The $ARX.TO buybacks for me have been a miss. this is something I'm not happy about. I'm okay with most things but if a company promises (Return of Capital) & doesn't deliver on a promise it's a miss. I expect to see more & better from them"
X Link 2026-01-27T19:26Z [----] followers, [---] engagements
"@NuggetCapital Investors missed the cheapies now 10% ago only [--] weeks ago. Never look a gifhorse in the mouth. $ARX.TO Nat Gas marketing alone is the best in the sector in Q1. Minting and printing"
X Link 2026-01-27T20:34Z [----] followers, [----] engagements
"@Gary79699215 Probably a wise plan but I don't like to get too cute on my cores. Any 'big' transaction news with $TOU.TO including $TPZ.TO in the deal (royalties) & speculators get left on the sidelines"
X Link 2026-01-28T16:17Z [----] followers, [---] engagements
"James will do no doubt very well. $ARX.TO #Investing Bought more $arx.to again Bought more $arx.to again"
X Link 2026-01-28T16:20Z [----] followers, [----] engagements
"$CSU.TO Stock down nearly 50% now. Many will need the stock to double now to get back to break even. Watching no position (yet). #Investing $CSU.TO https://t.co/lGDxBQX4WK $CSU.TO https://t.co/lGDxBQX4WK"
X Link 2026-01-28T16:51Z [----] followers, [----] engagements
"Finally the right messaging. It's important to de-risk re-coup investments & free up capital for phase [--] (expansion) + watch to see ;) EP/Upstream moves. A recent analogue is $TRP / @CoastalGasLink. #LNG #CanadianLNG #NaturalGas $TOU.TO $SHEL https://www.theglobeandmail.com/business/article-shell-mitsubishi-lng-canada-stakes-expansion/ https://www.theglobeandmail.com/business/article-shell-mitsubishi-lng-canada-stakes-expansion/"
X Link 2026-01-28T16:56Z [----] followers, [----] engagements
"@Honeybadgers44 @rynokinsight @ITOLDYA6 For me I'd just come off the back of my highest conviction name (and a [--] bagger on my largest / outsized portfolio position name). $CR.TO / Crew Energy (unrealized tax gains rolled into $TOU.TO). No need for me to chase then nor now but I keep an eye out for fun $CEI.V"
X Link 2026-01-28T21:01Z [----] followers, [---] engagements
"$MUR Tupper (NEBC #Montney). This asset would be a snag for either $TOU.TO or $ARX.TO i'll share a tweet below with a bit more details. #Consolidation #NaturalGas"
X Link 2026-01-29T01:56Z [----] followers, [----] engagements
"@zethuscap They're printing on both the condensate volumes + Gas Marketing . $ARX.TO Q1 will be fun :)"
X Link 2026-01-29T14:50Z [----] followers, [---] engagements
"Of note this acquisition finalized in [----]. "In the North Montney the Company has entered into an agreement to acquire the balance of the jointly-owned Laprise-Conroy assets through the acquisition of Saguaro Resources Ltd." More to come. #Consolidation $TOU.TO #Montney Let's keep an eye on what happens here re: $TOU / Saguaro JV in #NEBC Montney. Strong well performance in the $TOU sweet spot liquids range. #CanadianLNG #LNG https://t.co/Ic6HZaSv2g Let's keep an eye on what happens here re: $TOU / Saguaro JV in #NEBC Montney. Strong well performance in the $TOU sweet spot liquids range."
X Link 2026-01-29T18:46Z [----] followers, [----] engagements
"In the coming month(s) there will no doubt be a few moves made. Very much looking forward to seeing these chess moves play out. #Consolidation $TOU.TO $CNQ.TO $ARX.TO What happens here https://t.co/SJVXZos1T6 What happens here https://t.co/SJVXZos1T6"
X Link 2026-01-29T18:47Z [----] followers, [----] engagements
"Not that long ago $TRP #Dividend yield was 8%. Since then $SOBO Spin out & many billions in shareholder value created. Take the Twitter/X 'fearmongers' antics as part of a holistic measured view. $TRP.TO up 23% in [--] months + a healthy dividend. #Investing #NaturalGas"
X Link 2026-01-29T19:12Z [----] followers, [----] engagements
"One of the longer approvals (now tracking [--] month to be approved). Presumably correlated to the size of the transacation under review. 👀👀 $CNQ.TO $TOU.TO #Consolidation"
X Link 2026-01-29T19:20Z [----] followers, [----] engagements
"This one is done. $ARX.TO NAL = "No action Letter" ARC = (Advanced Ruling Certificate) not to be confused with "ARC" Resources #Consolidation See below:"
X Link 2026-01-29T19:24Z [----] followers, [----] engagements
"$TRP / @TCEnergy hitting $80/sh today. All time highs with the $SOBO spin out. #EnergyInfrastructure #LNG #NaturalGas"
X Link 2026-01-29T19:31Z [----] followers, [----] engagements
"Well it would appear that $TOU.TO's Peace River High assets (Light #Oil) would be now worth a little bit more. Let's see what happens in the coming weeks (months). #Consolidation re: Groundbirch NEBC Montney #Consolidation. Would not be surprised to see [--] separate transactions occur in the near future: 1) $TOU.TO receive $ARX Septimus $ARX receive $TOU Attachie and/or Tower. 2) $TOU.TO receive $CNQ NEBC Septimus $CNQ in part receive $TOU PRH assets. https://t.co/sMEN9QH1eB re: Groundbirch NEBC Montney #Consolidation. Would not be surprised to see [--] separate transactions occur in the near"
X Link 2026-01-29T23:38Z [----] followers, [----] engagements
"Maybe reduce prices. $SAP ;) @Schuldensuehner $SAP -42% from ATH. Today -16%. People are thinking AI is a threat to them. AI will exchange human but not an accounting software. AI is not stupid to create its own accounting and controlling software. It will use existing one. Im currently considering to catch this @Schuldensuehner $SAP -42% from ATH. Today -16%. People are thinking AI is a threat to them. AI will exchange human but not an accounting software. AI is not stupid to create its own accounting and controlling software. It will use existing one. Im currently considering to catch this"
X Link 2026-01-30T01:35Z [----] followers, [----] engagements
"Salient highlights for those that may find this helpful. Note the US(GC) storage rate increases relative to LNG export ramps. ☑Then look at CAD #LNG project ramp & "connect the dots". Note 2: "Storage" strategy was a key question for my (fav) $TOU.TO in the #NEBC Growth plan"
X Link 2026-01-30T17:41Z [----] followers, [---] engagements
"From [--] years ago a good summary from $PEY.TO as to the strategic importance of 'Natural Gas storage'. Simply store when prices are low pull out & market when prices ramp up. .and yes we'll see much 'volatilty' in the years to come. $TOU.TO have a #NEBC storage strategy"
X Link 2026-01-30T17:55Z [----] followers, [---] engagements
"This (nested) thread outlines some of $TOU.TO's (storage) strategies around US marketing hubs. But this is only one of the (many) strategic drivers for gas storage will see this become a critical & more commonly discussed topic in the years to come. https://x.com/BubleQe/status/1818822489386164616s=20 Wanted to share a nuance & strategic lever for $TOU.TO / @TourmalineOil with respect to how they leverage storage to 'put in' or 'pull out' #NaturalGas to best optimize marketing. See from the Q2 ER. Production: [------] boepd. But actual produced: [------] boepd. 1/x https://t.co/PUD8C8xABv"
X Link 2026-01-30T17:57Z [----] followers, [---] engagements
"@PeterLinnell17 Its not likely in my view Other plans for $TOU.TO"
X Link 2026-01-30T21:22Z [----] followers, [---] engagements
"@StephenKalil I think the market has no clue about any merger status. completely uncorrelated with today's market price action. I'll say it again all these co's (and respective investors) would benefit from a crisp operational/strategic update but in the midst of M&A not likely to happen"
X Link 2026-02-02T17:23Z [----] followers, [----] engagements
"@StephenKalil Brother the market people funds & 99.999999% of X would have no clue about that M&A update if it wasn't shared. I get asked daily where I got that update. and you'll note the bank updates about $CNQ $TOU only came out after it was shared online. Unrelated red herring"
X Link 2026-02-02T17:49Z [----] followers, [---] engagements
"We are live. :) #Considation $TOU.TO $CNQ.TO"
X Link 2026-02-04T12:49Z [----] followers, [----] engagements
"@AyB2018abril @JustRockContent That one is Linda Perry from [--] non blondes. Here is Joe Perry from Aerosmith he also looks like an elderly woman now Its so bizarre these rockers age and transform like pears. 🍐 Joe Perry sold his prized [----] Gibson Les Paul in the early 1980s due to severe financial pressures personal issues and a divorce. The guitar was a staple of his early Aerosmith sound but he was forced to part with it to generate quick cash during a low point in his career. https://t.co/MRIYIZoSbg Joe Perry sold his prized [----] Gibson Les Paul in the early 1980s due to severe financial"
X Link 2026-02-04T14:10Z [----] followers, [--] engagements
"Recent panic sellers of $ARX.TO Ive been a buyer & new adds are 12% on the ACB. @arcresources report ER tomorrow. Lets see now what happens. #Consolidation"
X Link 2026-02-04T17:19Z [----] followers, [----] engagements
"$14/sh 😂 $ARX.TO"
X Link 2026-02-04T17:50Z [----] followers, [----] engagements
"He that laughs last laughs longest. $ARX.TO @arcresources 🔥"
X Link 2026-02-04T19:37Z [----] followers, [----] engagements
"@GhostOfAdelson Nope big gas weight. focusing doesnt equal production"
X Link 2026-02-04T22:48Z [----] followers, [--] engagements
"This is Mike Rose tending to the small army of $TOU.TO haters on X . in time rest assured youll see why this is the best onshore #NatGas plan in North America. #CanadianLNG #LNG Power you can only dream of https://t.co/aVhmm81ADU Power you can only dream of https://t.co/aVhmm81ADU"
X Link 2026-02-05T18:00Z [----] followers, [----] engagements
"Fundamentals. #NaturalGas and associated infrastructure/transmission + power generation is a nice play to be. Moreover $TRP own 49% and supply 30% of Ontarios power (nuclear). @BubleQe Any specific news why $TRP just keeps rising Only almost [--] years ago I bought [----] shares at $32. Long since down to [----] in a taxable account. $SOBO nice dividends and some gains as well. @BubleQe Any specific news why $TRP just keeps rising Only almost [--] years ago I bought [----] shares at $32. Long since down to [----] in a taxable account. $SOBO nice dividends and some gains as well"
X Link 2026-02-05T18:50Z [----] followers, [----] engagements
"$TRP.TO now $82 / share. This is over and above the $SOBO spin out which shareholders (us) received shares in. The stock has been a 2.5x with a bounty of dividends along the way. Kudos to all that had the conviction to buy (in size) when the market panic sold. $TRP.TO re-rating now nicely as per plan. Add that juicy 8% yield (last year on cost) to this share price for $TRP for a total return. Note $TRP own 50% of Bruce Power which supplies nearly 20% of Ontario's nuclear power. #NaturalGas #EnergyInfrastructure https://t.co/X8mZD5P4Ig $TRP.TO re-rating now nicely as per plan. Add that juicy"
X Link 2026-02-06T02:44Z [----] followers, [----] engagements
"$ARX.TO team are doing themselves no favours w/ Attachie. That said a truly 'flawless' quarter save for 'variability' + 'no [----] guidance for Attachie'. Beat on everything: ✅Production (+10798boepd). ✅CFPS (+.16c/sh). ✅FCF $415M (.72c/sh #Dividend only .21c). 1/x Could/should we see $TOU.TO make a move to acquire $ARX.TO Integrate South Montney assets & divest non-core (AB Montney) - many buyers for those assets. It's time I think every fund manager on the planet wants to see this. Mike Rose at the head of the snake #Consolidation https://t.co/U0YBYxnEn8 Could/should we see $TOU.TO make a"
X Link 2026-02-06T05:20Z [----] followers, [----] engagements
"3/x A closer look:"
X Link 2026-02-06T05:26Z [----] followers, [---] engagements
"$ARX.TO / @arcresources will be more than fine. despite no guidance at Attachie like $TOU.TO & $CNQ.TO they're a company not an 'asset'. and [----] guidance means increased CapEx / production at other assets. That said I strongly feel they'll resolve @ Attachie & 'surprise'"
X Link 2026-02-06T05:31Z [----] followers, [----] engagements
"Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG"
X Link 2026-02-06T16:28Z [----] followers, [----] engagements
"@StephenKalil @VanIsleInvestor They printed free cash in q4 and q1 will be a bounty Theyre already figuring out Attachie yesterdays news is already outdated. Today is a gift. 🎁 Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z"
X Link 2026-02-06T16:35Z [----] followers, [----] engagements
"Terry heading into the conference call this morning ;) $ARX.TO Heading into work tomorrow after losing 80% of my portfolio https://t.co/iTBD5FYXFI Heading into work tomorrow after losing 80% of my portfolio https://t.co/iTBD5FYXFI"
X Link 2026-02-06T17:21Z [----] followers, [----] engagements
"@BB19043 I haven't listened yet out of the country at the moment & otherwise occupied. That said I'm very up to speed about what's going on in the company & with the company hence no priority to listen to the call. $ARX.TO"
X Link 2026-02-06T17:54Z [----] followers, [---] engagements
"@GHBurnsCFA Mike Rose = Buster Douglas. Grant Fagerheim = Jake Paul"
X Link 2026-02-06T18:10Z [----] followers, [--] engagements
"Today's adds 2/2: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #Investing Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z Todays adds: ✅ $ARX.TO / @arcresources #NaturalGas #LNG #CanadianLNG https://t.co/E7s0XqPC3Z"
X Link 2026-02-06T18:19Z [----] followers, [----] engagements
"Terry discussed both Dawson & Parkland which both required design adjustments. Note: $COP Inga (NEBC Montney) to the north of Attachie heavily struggled & now hitting tube screamers. When I hear "Attachie is a zero" frankly you have no idea what you're talking about"
X Link 2026-02-06T18:46Z [----] followers, [----] engagements
"At current state Attachie [--] is running at 75% . a B- vs. an A+ 50% condensate 30kboepd vs. 40kboepd. They're already re-assigning the best & brightest Engineers from kakwa/Karr to Attachie to reconfigure design & strategy. The resource is there & this is a gift: Thank you"
X Link 2026-02-06T18:51Z [----] followers, [----] engagements
"+3% on today's $ARX.TO adds & roughly break even on last months accumulations. YTD charts [--] year charts or other will never account for 'opportune' buys/accumulation periods. But that's X Twitter. Put in the work then Let time do the work. Enjoy the weekend #CanadianLNG The $ARX.TO conference call from [--] mins on is all you need to know would be wise to really pay attention & zoom out from the cesspool of negativity on X. Greenfield (major) projects are rarely (Never) a linear progress look at Oil Sands for examples only now 'optimizing'. https://t.co/vj0h6d44aF The $ARX.TO conference call"
X Link 2026-02-06T21:12Z [----] followers, [----] engagements
"@StephenKalil This was the time to take a full or even outsized position in $ARX.TO. If people didn't disclose their moves today "it didn't happen" in hindsight. No hindsight 20/20's in [----] bigger moves will happen this year. rest assured. @BB19043"
X Link 2026-02-06T21:13Z [----] followers, [---] engagements
"@Mackslann Cost basis (which can adjust on drop) duration (time value of money) & total return (capital appreciation + dividends). Hence the charts are for fun only. as investor can have a bounty of a return while others may have laggards"
X Link 2026-02-06T21:43Z [----] followers, [---] engagements
"@biglunks That guy is still around Thought he was disgraced & closed his accounts given $CR.TO & $TNZ.TO debacles. The key for $ARX.TO is #LNG & specifically BC Montney #NatGas make no mistake about that if any analyst omits this they have no idea about the bigger world out there"
X Link 2026-02-06T21:54Z [----] followers, [--] engagements
"@StephenKalil Im travelling right now so only surface level reading but Ill say I 100% agree with your take Stephen. Ill share my own in a week or so via thread. Not one for price targets but our models have $ARX.TO 3x by [----]. #LNG agreements & FCF = 🔥🔥 Watch Q1 for a preview"
X Link 2026-02-07T16:31Z [----] followers, [---] engagements
"Where did $TOU.TO / @TourmalineOil go RBC / Michael Harvey #Montney #NEBC #LNG"
X Link 2026-02-07T17:50Z [----] followers, [----] engagements
"@SteveWps Dividend tax credit in Canada is excellent. [--] adults $120K/ yr in dividends is less than $20K combined tax in BC. Take home around $220K / yr after tax household or around $18K/m"
X Link 2026-02-07T23:41Z [----] followers, [----] engagements
"@segen1971 @NuggetCapital @Gabfedfra Yep; its the full complex but the seniors and majors that run up give you the nice juicy reward with lower risk to the downside should it not pan out. It panned out nicely kudos to all those who bought energy. Tidy returns"
X Link 2026-02-08T01:38Z [----] followers, [--] engagements
"@DoerksenMorley @SteveWps See here. [----]. Its less than 5% tax on 2x $120K in dividend income. A nice way to plan retirement income for many Canadians"
X Link 2026-02-08T03:19Z [----] followers, [----] engagements
"@DoerksenMorley @SteveWps Its 100% dividend income only not personal income tax which would include the personal basic amount. The first $75K or so of dividend income in Canada is tax free. 2x that for couples individually tax filing. $150K = zero tax"
X Link 2026-02-08T03:36Z [----] followers, [--] engagements
"@VonVoorhees @SteveWps Try this response. If you make $120K family of [--] you take home roughly $90K. Therefore no need to earn $240K if currently live on $90K. To earn $90K to replace employment income in dividend income after tax youll need to generate $91500 or 2x$45K no tax. Realistic"
X Link 2026-02-08T19:46Z [----] followers, [--] engagements
"Nearly [---] votes in and roughly 80% in favour of Whitecap. Sample maybe not representative of the full population but notable regardless. Terry & the team have work to do on the clock no doubt about that. 🦈 🦈 Probably time to consider sale of company. $ARX.TO A poll: At this very point in time which is the better company (all considerations) Whitecap $WCP.TO Arc Resources $ARX.TO Note $WCP dividend is 2x Arcs Yield even with ARC increase share price collapse & whitecap running up in price. Buybacks also have been absent. A poll: At this very point in time which is the better company (all"
X Link 2026-02-09T03:04Z [----] followers, [----] engagements
"oh no Burnsy completely exited $TOU.TO last week The stock has not performed well in the last [--] years no doubt about that & undoubtedly a justified 'do I hold' consideration.❌ That said I take the opposite view & as a shareholder am 100% aligned with the company plan. @jleqc @mythmakrr What do like jj - hard to buy anything big in any sector as all big green - usually stuff to rotate but it's been crazy good in all - I did finally dump rest of $tou on Friday - fell bad on that one as did talk it up a lot over years - disapponting for sure @jleqc @mythmakrr What do like jj - hard to buy"
X Link 2026-02-09T17:40Z [----] followers, [----] engagements
"@garquake @jleqc ARC is a bit unique they've made a massive blunder (at Attachie). will all work out in time but no doubt a (rare) mgmt misstep. $TOU.TO is too early [----] is a big LNG Ramp year & [--] CAD FID's this year also. plan is early but infra/production ladders up through the plan"
X Link 2026-02-09T17:42Z [----] followers, [---] engagements
"@Peter_Lukacs_R @arcresources @CapitalPower @TourmalineOil Yep. but integrated is not for me. Im not a fan of downstream as there are many complexities that gets out of my competency realm. $SHEL for many years neared selling off much of their refining for example but didnt elect to . retail is converting to power in time"
X Link 2026-02-09T21:10Z [----] followers, [--] engagements
"@TeamNLtweets Nu kan ze een upgrade nemen van Jake Paul"
X Link 2026-02-09T23:25Z [----] followers, [----] engagements
"Actually a decent summary But the condensate (diluent) matter a lot as does the .63 Bcf/d in $ARX.TO LNG agreements. Ive said this early in January this will be the last year Arc Resources trades on the TSX. @towerguymatt @BubleQe Comparing Whitecap (https://t.co/31uw78t7B8) and ARC (https://t.co/OvbqtEHTuC) as of Feb 2026: WCP: Market cap 15.5B CAD P/E [----] yield 5.8% 1Y return 38% analyst target [-----] CAD. ARX: Market cap 13.1B CAD P/E [----] yield 3.7% 1Y return 6% analyst target [-----] CAD. @towerguymatt @BubleQe Comparing Whitecap (https://t.co/31uw78t7B8) and ARC (https://t.co/OvbqtEHTuC)"
X Link 2026-02-09T23:34Z [----] followers, [----] engagements
"@gschenk Many But have already covered in the past. no changes. only wildcard would be $EOG theyve been up looking in 2025"
X Link 2026-02-10T00:38Z [----] followers, [---] engagements
"@Peter_Lukacs_R @arcresources @CapitalPower @TourmalineOil See here. $CNQ clip the coupon with upgrading but avoid the variability and costs with downstream its just easier for me I just prefer it. 1/x Downstream Crack Spreads variability reliability Mining & Upgrading is just such much simpler business model. $CNQ SCO (AISC - All in Sustaining Cost) is very low & realized price is high with high "reliability". Credit & h/t for SCO/WCS price graph: @garquake https://t.co/KESz8jtM0i 1/x Downstream Crack Spreads variability reliability Mining & Upgrading is just such much simpler business"
X Link 2026-02-10T05:42Z [----] followers, [---] engagements
"@staunovo What do you expect him to say "We're desperate for reserves notably #NatGas reserves". #TeamMike $TOU.TO / @TourmalineOil"
X Link 2026-02-10T17:09Z [----] followers, [----] engagements
"@michalispolakis @Sportellosprea1 @tsxman @NuggetCapital @rook86 @xLanceBryantx @alphafortuna10 You really got taken to the cleaners on $AP.UN. stock is down 29% today & 42% in only a few months. Have a look at Energy many names are running up nicely but some are still lagging & can make for good entrances. GL & sorry about your loss on this one for you"
X Link 2026-02-12T00:54Z [----] followers, [---] engagements
"$AC.TO / @AirCanada Support broke crash landing 📉 @AlexSS94736924 @AssetTraveller @ValueNotDeadYet @trend_bullish"
X Link 2025-02-05T16:07Z [----] followers, [----] engagements
"From $ALA.TO / @altagas the REEF (Ridley Island Energy Export Facility) Project timeline. REEF will enable 55k bbls/d of exports primarily propane in service [----]. Significant ✅ For a baseline $TOU.TO is Canada's largest NGL producer with Propane production of 40K"
X Link 2025-06-10T04:53Z [----] followers, [----] engagements
"$CNR.TO $CNE now back to [----] prices a [--] year round trip. Tax Loss selling/buying season could be interesting. #Investing"
X Link 2025-09-22T14:31Z [----] followers, [----] engagements
"Highlighted $KEY.TO's KAPS (condensate pipeline) extension into NEBC - $ARX.TO $COP $TOU.TO growing BC condy volumes). KAPS transports condensate from the Montney & Duvernay for usage in Oil Sands blend. currently 'imports' 32% of necessary Condensate supply from ❌"
X Link 2025-10-25T14:32Z [----] followers, [----] engagements
"This weeks #Energy adds: ✔ $KEY.TO / @KeyeraCorp Keen on both the Plains acquisition expands the NGL (Natural Gas Liquids) infrastructure cross-Canada & KAPS expansion (Condensate Pipe from NEBC into AB for #OilSands blend). #EnergyInfrastructure #Dividends #NaturalGas"
X Link 2025-10-31T14:38Z [----] followers, [----] engagements
"I 'hand picked' my energy infrastructure companies including power see $CPX :) One I admittedly got wrong: $ALA.TO / @altagas Div cut exec changes 'early' US util migrations (before coast was clear) & more failed my investing tenets. Assembled an incredible 'business'"
X Link 2025-11-08T04:31Z [----] followers, [----] engagements
"$KEY.TO Keyera Announces [----] Third Quarter Results https://t.co/KSEBBhUbx3 Keyera Announces [----] Third Quarter Results https://t.co/KSEBBhUbx3"
X Link 2025-11-14T14:10Z [----] followers, [----] engagements
"In 2030/31 rich resource & Infra in the BC Montney will be valued in the $75-100K pfb range. [------] boepd x $75k = $64BN [------] boepd x $100k = $85BN $64BN/400M S/O = $160/sh $85BN/400M S/O = $212/sh That is if we make it that far ;) $TOU.TO $SHEL #NaturalGas #LNG My price target for $CR.TO was $16-20 post #Groundbirch plant buildout (production would be 60-70kboepd range). Seemed lofty $CR sold for $1.4BN @ 29kboepd average = $48K pfb. #Groundbirch developed = 60-70kboepd. 60k -70k x $48k pfb = $2.88BN -$3.36BN / 165M s/o =$16-20/sh https://t.co/bZ9JFY5jt8 My price target for $CR.TO was"
X Link 2025-11-19T04:39Z [----] followers, [----] engagements
"An excellent overview from Eric Nuttall & $RRC (Range Resources CEO) Dennis Degner. . the supply question was excellent :) #LNG demand is real folks. #NaturalGas https://www.youtube.com/watchv=-z-WcFpRxh8 https://www.youtube.com/watchv=-z-WcFpRxh8"
X Link 2025-12-06T01:23Z [----] followers, [----] engagements
"It is a bit surprising as to how strong (CAD) O&G equities are given $56 Strip Oil pricing. Lots of ex-dividends today including $TPZ.TO $TOU.TO $PPL.TO $KEY.TO & more"
X Link 2025-12-15T20:17Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing