#  @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 [-------] +223%
- [--] Month [-------] +97%
- [--] Months [---------] -11%
- [--] Year [---------] -2%
### Mentions: [---] [#](/creator/twitter::1187495086453448704/posts_active)
- [--] Week [---] -9.10%
- [--] Month [---] +7.50%
- [--] Months [-----] +25%
- [--] Year [-----] +17%
### Followers: [-----] [#](/creator/twitter::1187495086453448704/followers)
- [--] Week [-----] +0.48%
- [--] Month [-----] +2.20%
- [--] Months [-----] +4.30%
- [--] Year [-----] +9.20%
### CreatorRank: [-------] [#](/creator/twitter::1187495086453448704/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 30.84% [stocks](/list/stocks) 28.25% [countries](/list/countries) 11.04% [cryptocurrencies](/list/cryptocurrencies) 2.92% [technology brands](/list/technology-brands) 2.27% [currencies](/list/currencies) 1.62% [celebrities](/list/celebrities) 1.62% [social networks](/list/social-networks) 1.3% [mls](/list/mls) 0.32% [ufc](/list/ufc) 0.32%
**Social topic influence**
[$touto](/topic/$touto) #1, [$arxto](/topic/$arxto) #1, [gas](/topic/gas) #569, [$cnqto](/topic/$cnqto) #1, [$cnq](/topic/$cnq) #4, [canada](/topic/canada) #4630, [in the](/topic/in-the) 8.44%, [dividend](/topic/dividend) #436, [$tpzto](/topic/$tpzto) #2, [$tou](/topic/$tou) #7
**Top accounts mentioned or mentioned by**
[@stephenkalil](/creator/undefined) [@arcresources](/creator/undefined) [@tourmalineoil](/creator/undefined) [@nuggetcapital](/creator/undefined) [@bb19043](/creator/undefined) [@trendbullish](/creator/undefined) [@assettraveller](/creator/undefined) [@stevewps](/creator/undefined) [@garquake](/creator/undefined) [@peterlukacsr](/creator/undefined) [@capitalpower](/creator/undefined) [@doerksenmorley](/creator/undefined) [@segen1971](/creator/undefined) [@gabfedfra](/creator/undefined) [@cardytruster](/creator/undefined) [@fullscopewelds](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@tcenergy](/creator/undefined) [@northlandpower](/creator/undefined) [@ghburnscfa](/creator/undefined)
**Top assets mentioned**
[Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Enbridge, Inc (ENB)](/topic/$enb) [TC Energy Corporation (TRP)](/topic/$trp) [Accelerant Holdings (ARX)](/topic/$arx) [Copiosa Coin (COP2)](/topic/$cop) [Scroll (SCR)](/topic/$scr) [South Bow Corporation (SOBO)](/topic/$sobo) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"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
"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
"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
"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
"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
"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 $LNG"
[X Link](https://x.com/BubleQe/status/1998806242672914588) 2025-12-10T17:25Z [----] followers, [----] engagements
"$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
"@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
"Today's adds: ☑ $ARX.TO / @arcresources #Investing #Montney #LNG"
[X Link](https://x.com/BubleQe/status/2008941170173596091) 2026-01-07T16:37Z [----] 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
"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
"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
"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
"@berling72289 Now second largest condensate producer. $WCP = Time to thrive. @BrockWarkentin"
[X Link](https://x.com/BubleQe/status/2010126367984365964) 2026-01-10T23:07Z [----] followers, [---] engagements
"@heykeren__49 @grok put the words "Tourmaline" & "Arc Resources" above each of their heads. Thank you"
[X Link](https://x.com/BubleQe/status/2010134877317087451) 2026-01-10T23:41Z [----] followers, [----] engagements
"$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
"@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
"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
"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
"@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
"@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
"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
"@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
"#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
"@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
"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
"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
"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
"#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
"Probably be a perfect week for #NaturalGas weighted producers to put out an operational & marketing update. $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"
[X Link](https://x.com/BubleQe/status/2015818240761659718) 2026-01-26T16:04Z [----] followers, [----] engagements
"$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
"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
"@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
"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
"@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
"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. $ARX.TO @arcresources 🔥"
[X Link](https://x.com/BubleQe/status/2019133327681417677) 2026-02-04T19:37Z [----] followers, [----] engagements
"$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
"3/x A closer look:"
[X Link](https://x.com/BubleQe/status/2019643828261786058) 2026-02-06T05:26Z [----] 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
"@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
"@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
"@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
"@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
"Midstream/Energy Infrastructure has been 🔥 Both $TRP.TO & $ENB.TO reports this week underpin the prize & capital flowing into Energy / #NatGas infrastructure. $TRP.TO has been a 2x a double in [--] years with dividends $ENB.TO the same if you go back a few months"
[X Link](https://x.com/anyuser/status/2022351666654425237) 2026-02-13T16:46Z [----] followers, [----] engagements
"Updated #LNG #NaturalGas #Power weighted Portfolio Q1 2026: New: ☑ $RGSI.TO / RockPoint Gas Storage ☑ $SCR.TO / Strathcona Resources Increased: $ARX.TO / @arcresources $CPX.TO / @CapitalPower ✅ $TOU.TO / @TourmalineOil largest portfolio position. No sells/trims"
[X Link](https://x.com/anyuser/status/2020922132801388661) 2026-02-09T18:05Z [----] followers, [----] engagements
"@Saskie66 Given Integrated Gas strategy they'll need a bounty of high quality (Tier 1) #NatGas Inventory & Reserves. Should Canada continue to be a key Growth vector (LNG) for $SHEL they'll need the reserves & the infra to supply both phases of LNGC for [--] years they're short for Ph2"
[X Link](https://x.com/BubleQe/status/2021269067634524241) 2026-02-10T17:04Z [----] followers, [---] engagements
"$TOU.TO / @TourmalineOil report Q4 & [----] earnings in less than [--] weeks. This one will be particularly fun. Enjoyez-Vous #Consolidation #LNG #NaturalGas"
[X Link](https://x.com/BubleQe/status/2021977815588253927) 2026-02-12T16:00Z [----] followers, [----] engagements
"Let this sink in💡 NAM #NaturalGas demand projections 2035: 45cf/d. West Coast Canada #LNG: 6Bcf/d. Canada's largest gas $TOU.TO produce 3Bcf/d & despite a [--] yr full cycle Infrastructure growth plan will eek out only 1Bcf/d of 'organic' gas growth (4Bcf/d). Enjoy"
[X Link](https://x.com/anyuser/status/2022381704514879818) 2026-02-13T18:45Z [----] followers, [----] engagements
"Today's adds: ☑ $CNQ / $CNQ.TO ☑$45/sh = 5% #Dividend yield on cost. #OilSands #Investing #Oil #NaturalGas"
[X Link](https://x.com/anyuser/status/1867235016947953702) 2024-12-12T15:48Z [----] followers, [----] engagements
"Danielle Smith without question has been the highest quality leader in Canada through this Tariff debacle. Kudos @ABDanielleSmith. Runts like @s_guilbeault have been myopically focused on their ridiculous "Canada only" Carbon Tax on Canada's "back-broken" working class. In an impressive display of leadership Alberta Premier Danielle Smith provides very simple path forward to avoid tariff war with US https://t.co/cImrBsN9Gi In an impressive display of leadership Alberta Premier Danielle Smith provides very simple path forward to avoid tariff war with US https://t.co/cImrBsN9Gi"
[X Link](https://x.com/BubleQe/status/1884827073501388963) 2025-01-30T04:52Z [----] followers, [----] engagements
"$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
"Have been 'accumulating' $CNQ.TO near daily on big pullbacks & I always miss the daily low (not by too much as I may add a few times). But today I near bottom ticked the daily low 6% #Dividend Yield on Cost locked in. $CNQ report Earnings on Thursday. #Investing #OilSands"
[X Link](https://x.com/BubleQe/status/1897029534702297461) 2025-03-04T21:01Z [----] followers, [----] engagements
"You had plenty of warning & time to prepare. :) [----] early #LNG ramp continues. #NaturalGas $TOU.TO $ARX.TO $CNQ $TPZ.TO"
[X Link](https://x.com/BubleQe/status/1898863579643945213) 2025-03-09T22:28Z [----] followers, [----] engagements
"While Twitter linearly focuses on " Shame on $SCR for a lowball offer for $MEG " Waterous stacked the odds so $SCR win in all scenarios ♟ $SCR bought 10% of $MEG "on the cheap" $SCR win if the deal goes through $SCR win if competing offers come in https://www.bnnbloomberg.ca/business/company-news/2025/05/16/strathcona-resources-makes-stock-and-cash-takeover-offer-for-meg-energy/ https://www.bnnbloomberg.ca/business/company-news/2025/05/16/strathcona-resources-makes-stock-and-cash-takeover-offer-for-meg-energy/"
[X Link](https://x.com/BubleQe/status/1923387597256069341) 2025-05-16T14:38Z [----] 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
"@Rienguette78244 @TELUS The present is also given that generous dividend. Quite the spread from Prime Rate now. Rates will continue to roll over. $T.TO will get bought up for the yield alone. Over to you Darren (Entwistle). Thank you"
[X Link](https://x.com/BubleQe/status/1975990514878128355) 2025-10-08T18:23Z [----] followers, [---] engagements
"I 'hand picked' my energy infrastructure companies including power see $CPX :) One I admittedly got wrong: $ALA.TO / @altagas Div cut exec changes 'early' US util migrations (before coast was clear) & more failed my investing tenets. Assembled an incredible 'business'"
[X Link](https://x.com/BubleQe/status/1987015111320740203) 2025-11-08T04:31Z [----] followers, [----] engagements
"$TRP.TO $TRP +7% in the last week. #EnergyInfrastructure"
[X Link](https://x.com/BubleQe/status/1987987429715046517) 2025-11-10T20:55Z [----] followers, [----] engagements
"Though analysts were suprised (given higher expected cash flow (and FCF) in [----] i.e. the Div could have been sustained I felt it was prudent to right size dividends into Power demand growth / CapEx. Of note: $CPX.TO are slowing #Dividend growth in favour of business growth☑"
[X Link](https://x.com/BubleQe/status/1989072393533628793) 2025-11-13T20:46Z [----] 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
"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
"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
"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 $TPZ.TO Let's start here. with a wonderful illustration of 'expenses' or in the case of Topaz Energy the lackthereof & hence "Distributable" Free Cash Flow. #DivTwit #COM #LNG #CanadianLNG https://t.co/6pAQLsVOK8 https://x.com/BubleQe/status/1649446281759318018s=20 Okay"
[X Link](https://x.com/BubleQe/status/1998439093563236577) 2025-12-09T17:06Z [----] followers, [----] engagements
"$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
"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
"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 $SCR.TO Groundbirch plant & production just last quarter (Q22025) consolidating the area."
[X Link](https://x.com/BubleQe/status/2001079004997046693) 2025-12-16T23:56Z [----] followers, [----] engagements
"$BCE.TO $PPL.TO keeping an eye the relative performance of these two through [----] given the same dividend yield & the appetite for Telcos. #Investing"
[X Link](https://x.com/BubleQe/status/2003537729234325901) 2025-12-23T18:46Z [----] 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
"Q4 [----] $T.TO / Telus buyers later in [----] when the doubting tweets get deleted Note: They said the same thing about $TD.TO . "it's over No US Growth". ;) Disclosure: I took a modest position Q4 [----] during tax loss selling 4% on the position thus far. Time will tell. Walking back into work after being off two weeks. https://t.co/HS3bWdC3kV Walking back into work after being off two weeks. https://t.co/HS3bWdC3kV"
[X Link](https://x.com/BubleQe/status/2008591173292880092) 2026-01-06T17:27Z [----] followers, [----] engagements
"Decided to exit the $NPI.TO position didn't plan for such a quick 'trade' but buys were in a tax sheltered account & the return was exactly 12% in only [--] weeks Dec 17th to Jan 7th. while being on holidays abroad. Lots of buy opportunities in the market already in Q1 2026🎾 Today's adds: $NPI.TO / @northlandpower #Investing #EnergyInfrastructure https://t.co/frtfck91nE Today's adds: $NPI.TO / @northlandpower #Investing #EnergyInfrastructure https://t.co/frtfck91nE"
[X Link](https://x.com/BubleQe/status/2008942283778085129) 2026-01-07T16:42Z [----] 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
"So far so good on $T.TO making the right moves & the Dividend Yield is coming down nicely as the stock price continues to appreciate. #Investing #Dividendinator https://www.prnewswire.com/news-releases/telus-engages-td-securities-and-jefferies-as-financial-advisors-to-support-telus-health-partnership-and-monetisation-strategy-302656138.html https://www.prnewswire.com/news-releases/telus-engages-td-securities-and-jefferies-as-financial-advisors-to-support-telus-health-partnership-and-monetisation-strategy-302656138.html"
[X Link](https://x.com/BubleQe/status/2009299148235751480) 2026-01-08T16:20Z [----] followers, [----] engagements
"@AssetTraveller @ValueNotDeadYet Yield now only 9%. All things held equal will be a 16% total return if the share price even sits here & the dividend is sustained (which it is expected to be). I firmly believe the street got this call wrong. $T.TO"
[X Link](https://x.com/BubleQe/status/2009299627481108682) 2026-01-08T16:22Z [----] 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
"@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
"Still ongoing not approved yet. $CNQ.TO $TOU.TO #Consolidation"
[X Link](https://x.com/BubleQe/status/2010764593610862670) 2026-01-12T17:23Z [----] followers, [----] 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
"Imagine dunking on/bashing Canada's highest #Quality largest Oil producer 2nd largest Nat Gas producer Not wise not prudent. $CNQ.TO $CNQ"
[X Link](https://x.com/BubleQe/status/2011518994893947110) 2026-01-14T19:21Z [----] followers, 11.7K engagements
"This is an SMID / Senior EP in Canada when $CNQ shows up with a bid to acquire their assets: #Consolidation #Quality https://x.com/historigins/status/2011483452890366412s=20 Body builder receives award from Arnold Schwarzenegger and is instantly starstruck https://t.co/N859b47EFS https://x.com/historigins/status/2011483452890366412s=20 Body builder receives award from Arnold Schwarzenegger and is instantly starstruck https://t.co/N859b47EFS"
[X Link](https://x.com/BubleQe/status/2011523492563517661) 2026-01-14T19:39Z [----] followers, [----] 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
"@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
"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
"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
"@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
"@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
"@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
"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
"@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
"@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
"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
"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
"#NaturalGas NYMEX hitting [--] year highs in the Feb [----] contract. Whole curve has lifted across a multitude of North American Nat Gas hubs. $TOU.TO $ARX.TO $CNQ $TPZ.TO"
[X Link](https://x.com/BubleQe/status/2014187927941865781) 2026-01-22T04:06Z [----] 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
"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
"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
"@acdmma_ Possible DQ for second offence. It's incredibly dangerous life altering. just looking Michael Bisping & Tom Aspinall. The ref should have done more earlier. was a bit meek"
[X Link](https://x.com/BubleQe/status/2016231870913187857) 2026-01-27T19:28Z [----] 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
"@NuggetCapital It's amazing that two people can walk away with two very different interpretations. I see $T.TO FCF payout dropping YoY since [----] normalizing to 101% YE [----] (as per their guidance tail end of the CapEx cycle). [----] payout is the lowest in [--] years despite an 8% YoC YE 2025"
[X Link](https://x.com/BubleQe/status/2016616855419703494) 2026-01-28T20:58Z [----] followers, [----] engagements
"@NuggetCapital 2/2 The stock is up 7% YTD & from Dec lows a 10% $T.TO return then adding the dividend (uncut) looking at a near 20% return if it stays flat which I don't think it will this year. Good risk/reward & a nice yield still to be had"
[X Link](https://x.com/BubleQe/status/2016617274879463649) 2026-01-28T20:59Z [----] followers, [---] engagements
"That time has arrived (for fun). ❌ $PEY.TO balance sheet/hedgebook 60% hedged & a chunk of the remainder gas committed for low priced gas supply (kineticor/Cascade) in AB. 💰 $ARX.TO runs with only a 20% hedge book & 50% of the (low cost) #NatGas is marketed into the US. $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/2016636928435830950) 2026-01-28T22:18Z [----] followers, [----] engagements
"Seeing Nat Gas prices across North America spike up tremendously in Q1. Then seeing $PEY.TO hedgebook as they sit on the sidelines with anemic unhedged volumes. Q1 ER's will be fun & where the Gorillas - $TOU & $ARX rule the jungle not the 'guerillas' https://x.com/Hoang_HQ/status/2016418079849513204s=20 https://x.com/Hoang_HQ/status/2016418079849513204s=20"
[X Link](https://x.com/BubleQe/status/2016639164155043994) 2026-01-28T22:26Z [----] followers, [----] engagements
"@FullScopeWelds @NuggetCapital Many companies run a high payout ratio. Look even at CAD EP's see $PEY.TO. they've run 100% payout YoY but the share price has moved to reduce the yield. $T.TO has a multitude of CapEx & cost levers + Western Canada growth infra projects (Data Centres)"
[X Link](https://x.com/BubleQe/status/2016665302738882919) 2026-01-29T00:10Z [----] followers, [---] engagements
"@NuggetCapital @FullScopeWelds I hear what you're saying for sure $T.TO is not an overweight position 'that' would be reckless. Similar arguments last year were put forth on $TD no US constrained no revenue growth & even $TRP a few yrs back before it also 2x'd "bloated debt dividend 8+% & 100% payout""
[X Link](https://x.com/BubleQe/status/2016691109540614388) 2026-01-29T01:53Z [----] followers, [---] engagements
"This region of the earth is 'ground zero' for LNG Canada. South of the North Montney mainline (transmission line) & hence 'no toll fees' for gas that would feed Coastal Gaslink. $TOU.TO / $SHEL / $ARX.TO (can) tie directly into stations that supply CGL & LNGC / Cedar. What happens here #NEBC #Montney #Consolidation $TOU.TO $CNQ.TO $ARX.TO https://t.co/1iJA8UMAIz What happens here #NEBC #Montney #Consolidation $TOU.TO $CNQ.TO $ARX.TO https://t.co/1iJA8UMAIz"
[X Link](https://x.com/BubleQe/status/2016946714742313462) 2026-01-29T18:49Z [----] 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. $TRP.TO up 23% in [--] months + a healthy dividend. #Investing #NaturalGas"
[X Link](https://x.com/BubleQe/status/2016952631848264167) 2026-01-29T19:12Z [----] followers, [----] engagements
"$TRP / @TCEnergy hitting $80/sh today. All time highs with the $SOBO spin out. #EnergyInfrastructure #LNG #NaturalGas"
[X Link](https://x.com/BubleQe/status/2016957359705509985) 2026-01-29T19:31Z [----] followers, [----] engagements
"$T.TO so far so good Q4 [----] $T.TO / Telus buyers later in [----] when the doubting tweets get deleted Note: They said the same thing about $TD.TO . "it's over No US Growth". ;) Disclosure: I took a modest position Q4 [----] during tax loss selling 4% on the position thus far. Time will tell. Q4 [----] $T.TO / Telus buyers later in [----] when the doubting tweets get deleted Note: They said the same thing about $TD.TO . "it's over No US Growth". ;) Disclosure: I took a modest position Q4 [----] during tax loss selling 4% on the position thus far. Time will tell"
[X Link](https://x.com/BubleQe/status/2019109105894662419) 2026-02-04T18:01Z [----] 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
"2/x I've long said that the South Montney $ARX.TO assets belong in the $TOU.TO portfolio. combined is better the infrastructure production & the .63Bcf/d of 'coveted' #LNG agreements. $ARX.TO Kakwa can be divested & $TOU can retain Attachie develop it over time "no rush""
[X Link](https://x.com/BubleQe/status/2019643713706938721) 2026-02-06T05:25Z [----] followers, [---] engagements
"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'"
[X Link](https://x.com/BubleQe/status/2019844334036873325) 2026-02-06T18:43Z [----] followers, 14.4K engagements
"I've seen analyst reports omitting $ARX.TO's #LNG supply volumes. $ARX is a liquids rich #NaturalGas company: .63Bcf/d in LNG agreements & premium hub 'Low Cost' gas marketing via BC #Montney aka highest quality gas assets in North America). Today was a gift. Thank you. 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 See. :) However as $ARX.TO pulled back people panic even"
[X Link](https://x.com/BubleQe/status/2019877953304424456) 2026-02-06T20:56Z [----] followers, [----] engagements
"$KEY.TO hitting all time highs today. Kudos to all shareholders. Nice dividends and a fantastic total return thus far. Energy Infra presents a bounty of opportunities for patient investors. Todays adds: ✅ $KEY.TO / @KeyeraCorp #EnergyInfrastructure #NaturalGas Todays adds: ✅ $KEY.TO / @KeyeraCorp #EnergyInfrastructure #NaturalGas"
[X Link](https://x.com/BubleQe/status/2019898987810324528) 2026-02-06T22:20Z [----] followers, [----] engagements
"$KEY.TO All time highs today. #EnergyInfrastructure"
[X Link](https://x.com/BubleQe/status/2019909011169308764) 2026-02-06T23:00Z [----] 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
"Added materially to my core $ARX.TO position yesterday. Watch for Q1 results now $ARX.TO have been absolutely minting on premium US hubs cash daily prices $20Mcf on volumes. Condensate prices are robust in Q1 WTI $60 USD & FX. Q4 Production beat cash flow beat. 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 from 30"
[X Link](https://x.com/BubleQe/status/2020206592965374319) 2026-02-07T18:42Z [----] followers, 13.4K 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
"All going to plan $TOU.TO $ARX.TO #LNG #Consolidation https://www.reuters.com/business/energy/shell-needs-big-discovery-or-deals-oil-gas-reserves-dwindle-2026-02-09/ https://www.reuters.com/business/energy/shell-needs-big-discovery-or-deals-oil-gas-reserves-dwindle-2026-02-09/"
[X Link](https://x.com/BubleQe/status/2020883343856799857) 2026-02-09T15:31Z [----] 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
"Last weeks $ARX.TO pullback in my view 'was a gift'. Those adds = +6.5% at the time of writing. Thank you. #LNG #NaturalGas #Consolidation Added materially to my core $ARX.TO position yesterday. Watch for Q1 results now $ARX.TO have been absolutely minting on premium US hubs cash daily prices $20Mcf on volumes. Condensate prices are robust in Q1 WTI $60 USD & FX. Q4 Production beat cash flow beat. Added materially to my core $ARX.TO position yesterday. Watch for Q1 results now $ARX.TO have been absolutely minting on premium US hubs cash daily prices $20Mcf on volumes. Condensate prices are"
[X Link](https://x.com/BubleQe/status/2021270813396082925) 2026-02-10T17:11Z [----] followers, [----] engagements
"@garquake @ericnuttall $OVV would have come from his $NVA.TO mega win"
[X Link](https://x.com/BubleQe/status/2021321907623297320) 2026-02-10T20:34Z [----] followers, [---] engagements
"@Uber You charged me for a trip where the driver didn't show up was [--] minutes late I called using your app and he was still [--] mins away. I called another uber & he arrived fairly promptly. So i've been charged for [--] trips. There is no way to phone to contact support why"
[X Link](https://x.com/BubleQe/status/2021444163586461897) 2026-02-11T04:40Z [----] followers, [---] engagements
"@Uber_Support I've sent you a private message I've also shared my experience the app support is unacceptable running through hoops to simply get a refund on a ride that 'no showed'. I can contact my credit card company to reverse the charge but it's principle & ethics do better @Uber"
[X Link](https://x.com/BubleQe/status/2021622403680645183) 2026-02-11T16:28Z [----] followers, [--] engagements
"$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
"@BeantownHQ No you didn't. .or you would have posted it earlier. Classic "after the fact I loaded up" after a stock has gone up 10%. [----] is the year of accountability. don't post what you buy when you buy it & conviction. "it didn't happen""
[X Link](https://x.com/BubleQe/status/2021689372022583391) 2026-02-11T20:54Z [----] followers, [---] engagements
"@Peter_Lukacs_R Agree. hence my preference for EP / SCO (Upgraded bitumen - Synthetic Crude Oil) low cost & high price namely $CNQ.TO Trying to track 3-2-1 Crack Spreads & refinery costs utilisations etc is tricky some are excellent at it & kudos to them and Integrateds make a good fit"
[X Link](https://x.com/BubleQe/status/2021711880394539476) 2026-02-11T22:24Z [----] followers, [---] engagements
"@Bwilson2 @AssetTraveller As it should be its a good period to be overweight Nat Gas and Oil but not forever though. Investor in energy not an energy investor. there is a difference"
[X Link](https://x.com/BubleQe/status/2021713808000205023) 2026-02-11T22:31Z [----] 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
"@BrockWarkentin @Martyupnorth_2 + $CPX + $TA + $ATH + $SCR + all major banks. And yes $CNQ $TOU $ARX $TPZ are world class Canadian centred investments"
[X Link](https://x.com/BubleQe/status/1987717215567913242) 2025-11-10T03:01Z [----] followers, [---] engagements
"@StephenKalil @northlandpower Keep in mind I did the bulk of my $CPX buys in the $30's. (2 years). always looking to add to cores but I'll need to see more pullback first"
[X Link](https://x.com/BubleQe/status/1989068397578231987) 2025-11-13T20:30Z [----] followers, [---] engagements
"$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
"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
"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
"Info on $TOU.TO / @TourmalineOil 's Peace River High assets. These will be monetized proceeds put directly into the NEBC #Montney development plan. 25k boed will be replaced with liquids rich BC Montney greenfield production. = 25k x (30k-40k) pfb = $750M - $1BN"
[X Link](https://x.com/BubleQe/status/1993781714641146196) 2025-11-26T20:39Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BubleQe LNG QE 🇨🇦
Canadian LNG companies, particularly Tourmaline Oil ($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 [-------] +223%
- [--] Month [-------] +97%
- [--] Months [---------] -11%
- [--] Year [---------] -2%
Mentions: [---] #
- [--] Week [---] -9.10%
- [--] Month [---] +7.50%
- [--] Months [-----] +25%
- [--] Year [-----] +17%
Followers: [-----] #
- [--] Week [-----] +0.48%
- [--] Month [-----] +2.20%
- [--] Months [-----] +4.30%
- [--] Year [-----] +9.20%
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Social Influence
Social category influence finance 30.84% stocks 28.25% countries 11.04% cryptocurrencies 2.92% technology brands 2.27% currencies 1.62% celebrities 1.62% social networks 1.3% mls 0.32% ufc 0.32%
Social topic influence $touto #1, $arxto #1, gas #569, $cnqto #1, $cnq #4, canada #4630, in the 8.44%, dividend #436, $tpzto #2, $tou #7
Top accounts mentioned or mentioned by @stephenkalil @arcresources @tourmalineoil @nuggetcapital @bb19043 @trendbullish @assettraveller @stevewps @garquake @peterlukacsr @capitalpower @doerksenmorley @segen1971 @gabfedfra @cardytruster @fullscopewelds @plutusofcrete89 @tcenergy @northlandpower @ghburnscfa
Top assets mentioned Canadian Natural Resources Limited (CNQ) Enbridge, Inc (ENB) TC Energy Corporation (TRP) Accelerant Holdings (ARX) Copiosa Coin (COP2) Scroll (SCR) South Bow Corporation (SOBO) Ovintiv, Inc. (OVV) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"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
"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
"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
"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
"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
"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 $LNG"
X Link 2025-12-10T17:25Z [----] followers, [----] engagements
"$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
"@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
"Today's adds: ☑ $ARX.TO / @arcresources #Investing #Montney #LNG"
X Link 2026-01-07T16:37Z [----] 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
"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
"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
"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
"@berling72289 Now second largest condensate producer. $WCP = Time to thrive. @BrockWarkentin"
X Link 2026-01-10T23:07Z [----] followers, [---] engagements
"@heykeren__49 @grok put the words "Tourmaline" & "Arc Resources" above each of their heads. Thank you"
X Link 2026-01-10T23:41Z [----] followers, [----] engagements
"$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
"@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
"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
"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
"@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
"@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
"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
"@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
"#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
"@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
"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
"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
"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
"#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
"Probably be a perfect week for #NaturalGas weighted producers to put out an operational & marketing update. $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"
X Link 2026-01-26T16:04Z [----] followers, [----] engagements
"$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
"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
"@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
"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
"@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
"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. $ARX.TO @arcresources 🔥"
X Link 2026-02-04T19:37Z [----] followers, [----] engagements
"$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
"3/x A closer look:"
X Link 2026-02-06T05:26Z [----] 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
"@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
"@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
"@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
"@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
"Midstream/Energy Infrastructure has been 🔥 Both $TRP.TO & $ENB.TO reports this week underpin the prize & capital flowing into Energy / #NatGas infrastructure. $TRP.TO has been a 2x a double in [--] years with dividends $ENB.TO the same if you go back a few months"
X Link 2026-02-13T16:46Z [----] followers, [----] engagements
"Updated #LNG #NaturalGas #Power weighted Portfolio Q1 2026: New: ☑ $RGSI.TO / RockPoint Gas Storage ☑ $SCR.TO / Strathcona Resources Increased: $ARX.TO / @arcresources $CPX.TO / @CapitalPower ✅ $TOU.TO / @TourmalineOil largest portfolio position. No sells/trims"
X Link 2026-02-09T18:05Z [----] followers, [----] engagements
"@Saskie66 Given Integrated Gas strategy they'll need a bounty of high quality (Tier 1) #NatGas Inventory & Reserves. Should Canada continue to be a key Growth vector (LNG) for $SHEL they'll need the reserves & the infra to supply both phases of LNGC for [--] years they're short for Ph2"
X Link 2026-02-10T17:04Z [----] followers, [---] engagements
"$TOU.TO / @TourmalineOil report Q4 & [----] earnings in less than [--] weeks. This one will be particularly fun. Enjoyez-Vous #Consolidation #LNG #NaturalGas"
X Link 2026-02-12T16:00Z [----] followers, [----] engagements
"Let this sink in💡 NAM #NaturalGas demand projections 2035: 45cf/d. West Coast Canada #LNG: 6Bcf/d. Canada's largest gas $TOU.TO produce 3Bcf/d & despite a [--] yr full cycle Infrastructure growth plan will eek out only 1Bcf/d of 'organic' gas growth (4Bcf/d). Enjoy"
X Link 2026-02-13T18:45Z [----] followers, [----] engagements
"Today's adds: ☑ $CNQ / $CNQ.TO ☑$45/sh = 5% #Dividend yield on cost. #OilSands #Investing #Oil #NaturalGas"
X Link 2024-12-12T15:48Z [----] followers, [----] engagements
"Danielle Smith without question has been the highest quality leader in Canada through this Tariff debacle. Kudos @ABDanielleSmith. Runts like @s_guilbeault have been myopically focused on their ridiculous "Canada only" Carbon Tax on Canada's "back-broken" working class. In an impressive display of leadership Alberta Premier Danielle Smith provides very simple path forward to avoid tariff war with US https://t.co/cImrBsN9Gi In an impressive display of leadership Alberta Premier Danielle Smith provides very simple path forward to avoid tariff war with US https://t.co/cImrBsN9Gi"
X Link 2025-01-30T04:52Z [----] followers, [----] engagements
"$AC.TO / @AirCanada Support broke crash landing 📉 @AlexSS94736924 @AssetTraveller @ValueNotDeadYet @trend_bullish"
X Link 2025-02-05T16:07Z [----] followers, [----] engagements
"Have been 'accumulating' $CNQ.TO near daily on big pullbacks & I always miss the daily low (not by too much as I may add a few times). But today I near bottom ticked the daily low 6% #Dividend Yield on Cost locked in. $CNQ report Earnings on Thursday. #Investing #OilSands"
X Link 2025-03-04T21:01Z [----] followers, [----] engagements
"You had plenty of warning & time to prepare. :) [----] early #LNG ramp continues. #NaturalGas $TOU.TO $ARX.TO $CNQ $TPZ.TO"
X Link 2025-03-09T22:28Z [----] followers, [----] engagements
"While Twitter linearly focuses on " Shame on $SCR for a lowball offer for $MEG " Waterous stacked the odds so $SCR win in all scenarios ♟ $SCR bought 10% of $MEG "on the cheap" $SCR win if the deal goes through $SCR win if competing offers come in https://www.bnnbloomberg.ca/business/company-news/2025/05/16/strathcona-resources-makes-stock-and-cash-takeover-offer-for-meg-energy/ https://www.bnnbloomberg.ca/business/company-news/2025/05/16/strathcona-resources-makes-stock-and-cash-takeover-offer-for-meg-energy/"
X Link 2025-05-16T14:38Z [----] 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
"@Rienguette78244 @TELUS The present is also given that generous dividend. Quite the spread from Prime Rate now. Rates will continue to roll over. $T.TO will get bought up for the yield alone. Over to you Darren (Entwistle). Thank you"
X Link 2025-10-08T18:23Z [----] followers, [---] engagements
"I 'hand picked' my energy infrastructure companies including power see $CPX :) One I admittedly got wrong: $ALA.TO / @altagas Div cut exec changes 'early' US util migrations (before coast was clear) & more failed my investing tenets. Assembled an incredible 'business'"
X Link 2025-11-08T04:31Z [----] followers, [----] engagements
"$TRP.TO $TRP +7% in the last week. #EnergyInfrastructure"
X Link 2025-11-10T20:55Z [----] followers, [----] engagements
"Though analysts were suprised (given higher expected cash flow (and FCF) in [----] i.e. the Div could have been sustained I felt it was prudent to right size dividends into Power demand growth / CapEx. Of note: $CPX.TO are slowing #Dividend growth in favour of business growth☑"
X Link 2025-11-13T20:46Z [----] 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
"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
"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
"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 $TPZ.TO Let's start here. with a wonderful illustration of 'expenses' or in the case of Topaz Energy the lackthereof & hence "Distributable" Free Cash Flow. #DivTwit #COM #LNG #CanadianLNG https://t.co/6pAQLsVOK8 https://x.com/BubleQe/status/1649446281759318018s=20 Okay"
X Link 2025-12-09T17:06Z [----] followers, [----] engagements
"$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
"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
"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 $SCR.TO Groundbirch plant & production just last quarter (Q22025) consolidating the area."
X Link 2025-12-16T23:56Z [----] followers, [----] engagements
"$BCE.TO $PPL.TO keeping an eye the relative performance of these two through [----] given the same dividend yield & the appetite for Telcos. #Investing"
X Link 2025-12-23T18:46Z [----] 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
"Q4 [----] $T.TO / Telus buyers later in [----] when the doubting tweets get deleted Note: They said the same thing about $TD.TO . "it's over No US Growth". ;) Disclosure: I took a modest position Q4 [----] during tax loss selling 4% on the position thus far. Time will tell. Walking back into work after being off two weeks. https://t.co/HS3bWdC3kV Walking back into work after being off two weeks. https://t.co/HS3bWdC3kV"
X Link 2026-01-06T17:27Z [----] followers, [----] engagements
"Decided to exit the $NPI.TO position didn't plan for such a quick 'trade' but buys were in a tax sheltered account & the return was exactly 12% in only [--] weeks Dec 17th to Jan 7th. while being on holidays abroad. Lots of buy opportunities in the market already in Q1 2026🎾 Today's adds: $NPI.TO / @northlandpower #Investing #EnergyInfrastructure https://t.co/frtfck91nE Today's adds: $NPI.TO / @northlandpower #Investing #EnergyInfrastructure https://t.co/frtfck91nE"
X Link 2026-01-07T16:42Z [----] 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
"So far so good on $T.TO making the right moves & the Dividend Yield is coming down nicely as the stock price continues to appreciate. #Investing #Dividendinator https://www.prnewswire.com/news-releases/telus-engages-td-securities-and-jefferies-as-financial-advisors-to-support-telus-health-partnership-and-monetisation-strategy-302656138.html https://www.prnewswire.com/news-releases/telus-engages-td-securities-and-jefferies-as-financial-advisors-to-support-telus-health-partnership-and-monetisation-strategy-302656138.html"
X Link 2026-01-08T16:20Z [----] followers, [----] engagements
"@AssetTraveller @ValueNotDeadYet Yield now only 9%. All things held equal will be a 16% total return if the share price even sits here & the dividend is sustained (which it is expected to be). I firmly believe the street got this call wrong. $T.TO"
X Link 2026-01-08T16:22Z [----] 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
"@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
"Still ongoing not approved yet. $CNQ.TO $TOU.TO #Consolidation"
X Link 2026-01-12T17:23Z [----] followers, [----] 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
"Imagine dunking on/bashing Canada's highest #Quality largest Oil producer 2nd largest Nat Gas producer Not wise not prudent. $CNQ.TO $CNQ"
X Link 2026-01-14T19:21Z [----] followers, 11.7K engagements
"This is an SMID / Senior EP in Canada when $CNQ shows up with a bid to acquire their assets: #Consolidation #Quality https://x.com/historigins/status/2011483452890366412s=20 Body builder receives award from Arnold Schwarzenegger and is instantly starstruck https://t.co/N859b47EFS https://x.com/historigins/status/2011483452890366412s=20 Body builder receives award from Arnold Schwarzenegger and is instantly starstruck https://t.co/N859b47EFS"
X Link 2026-01-14T19:39Z [----] followers, [----] 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
"@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
"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
"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
"@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
"@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
"@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
"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
"@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
"@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
"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
"All going to plan $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO #CanadianLNG #NaturalGas #LNG"
X Link 2026-01-21T21:49Z [----] followers, [----] engagements
"#NaturalGas NYMEX hitting [--] year highs in the Feb [----] contract. Whole curve has lifted across a multitude of North American Nat Gas hubs. $TOU.TO $ARX.TO $CNQ $TPZ.TO"
X Link 2026-01-22T04:06Z [----] 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
"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
"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
"@acdmma_ Possible DQ for second offence. It's incredibly dangerous life altering. just looking Michael Bisping & Tom Aspinall. The ref should have done more earlier. was a bit meek"
X Link 2026-01-27T19:28Z [----] 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
"@NuggetCapital It's amazing that two people can walk away with two very different interpretations. I see $T.TO FCF payout dropping YoY since [----] normalizing to 101% YE [----] (as per their guidance tail end of the CapEx cycle). [----] payout is the lowest in [--] years despite an 8% YoC YE 2025"
X Link 2026-01-28T20:58Z [----] followers, [----] engagements
"@NuggetCapital 2/2 The stock is up 7% YTD & from Dec lows a 10% $T.TO return then adding the dividend (uncut) looking at a near 20% return if it stays flat which I don't think it will this year. Good risk/reward & a nice yield still to be had"
X Link 2026-01-28T20:59Z [----] followers, [---] engagements
"That time has arrived (for fun). ❌ $PEY.TO balance sheet/hedgebook 60% hedged & a chunk of the remainder gas committed for low priced gas supply (kineticor/Cascade) in AB. 💰 $ARX.TO runs with only a 20% hedge book & 50% of the (low cost) #NatGas is marketed into the US. $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 2026-01-28T22:18Z [----] followers, [----] engagements
"Seeing Nat Gas prices across North America spike up tremendously in Q1. Then seeing $PEY.TO hedgebook as they sit on the sidelines with anemic unhedged volumes. Q1 ER's will be fun & where the Gorillas - $TOU & $ARX rule the jungle not the 'guerillas' https://x.com/Hoang_HQ/status/2016418079849513204s=20 https://x.com/Hoang_HQ/status/2016418079849513204s=20"
X Link 2026-01-28T22:26Z [----] followers, [----] engagements
"@FullScopeWelds @NuggetCapital Many companies run a high payout ratio. Look even at CAD EP's see $PEY.TO. they've run 100% payout YoY but the share price has moved to reduce the yield. $T.TO has a multitude of CapEx & cost levers + Western Canada growth infra projects (Data Centres)"
X Link 2026-01-29T00:10Z [----] followers, [---] engagements
"@NuggetCapital @FullScopeWelds I hear what you're saying for sure $T.TO is not an overweight position 'that' would be reckless. Similar arguments last year were put forth on $TD no US constrained no revenue growth & even $TRP a few yrs back before it also 2x'd "bloated debt dividend 8+% & 100% payout""
X Link 2026-01-29T01:53Z [----] followers, [---] engagements
"This region of the earth is 'ground zero' for LNG Canada. South of the North Montney mainline (transmission line) & hence 'no toll fees' for gas that would feed Coastal Gaslink. $TOU.TO / $SHEL / $ARX.TO (can) tie directly into stations that supply CGL & LNGC / Cedar. What happens here #NEBC #Montney #Consolidation $TOU.TO $CNQ.TO $ARX.TO https://t.co/1iJA8UMAIz What happens here #NEBC #Montney #Consolidation $TOU.TO $CNQ.TO $ARX.TO https://t.co/1iJA8UMAIz"
X Link 2026-01-29T18:49Z [----] 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. $TRP.TO up 23% in [--] months + a healthy dividend. #Investing #NaturalGas"
X Link 2026-01-29T19:12Z [----] followers, [----] engagements
"$TRP / @TCEnergy hitting $80/sh today. All time highs with the $SOBO spin out. #EnergyInfrastructure #LNG #NaturalGas"
X Link 2026-01-29T19:31Z [----] followers, [----] engagements
"$T.TO so far so good Q4 [----] $T.TO / Telus buyers later in [----] when the doubting tweets get deleted Note: They said the same thing about $TD.TO . "it's over No US Growth". ;) Disclosure: I took a modest position Q4 [----] during tax loss selling 4% on the position thus far. Time will tell. Q4 [----] $T.TO / Telus buyers later in [----] when the doubting tweets get deleted Note: They said the same thing about $TD.TO . "it's over No US Growth". ;) Disclosure: I took a modest position Q4 [----] during tax loss selling 4% on the position thus far. Time will tell"
X Link 2026-02-04T18:01Z [----] 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
"2/x I've long said that the South Montney $ARX.TO assets belong in the $TOU.TO portfolio. combined is better the infrastructure production & the .63Bcf/d of 'coveted' #LNG agreements. $ARX.TO Kakwa can be divested & $TOU can retain Attachie develop it over time "no rush""
X Link 2026-02-06T05:25Z [----] followers, [---] engagements
"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'"
X Link 2026-02-06T18:43Z [----] followers, 14.4K engagements
"I've seen analyst reports omitting $ARX.TO's #LNG supply volumes. $ARX is a liquids rich #NaturalGas company: .63Bcf/d in LNG agreements & premium hub 'Low Cost' gas marketing via BC #Montney aka highest quality gas assets in North America). Today was a gift. Thank you. 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 See. :) However as $ARX.TO pulled back people panic even"
X Link 2026-02-06T20:56Z [----] followers, [----] engagements
"$KEY.TO hitting all time highs today. Kudos to all shareholders. Nice dividends and a fantastic total return thus far. Energy Infra presents a bounty of opportunities for patient investors. Todays adds: ✅ $KEY.TO / @KeyeraCorp #EnergyInfrastructure #NaturalGas Todays adds: ✅ $KEY.TO / @KeyeraCorp #EnergyInfrastructure #NaturalGas"
X Link 2026-02-06T22:20Z [----] followers, [----] engagements
"$KEY.TO All time highs today. #EnergyInfrastructure"
X Link 2026-02-06T23:00Z [----] followers, [----] engagements
"Where did $TOU.TO / @TourmalineOil go RBC / Michael Harvey #Montney #NEBC #LNG"
X Link 2026-02-07T17:50Z [----] followers, [----] engagements
"Added materially to my core $ARX.TO position yesterday. Watch for Q1 results now $ARX.TO have been absolutely minting on premium US hubs cash daily prices $20Mcf on volumes. Condensate prices are robust in Q1 WTI $60 USD & FX. Q4 Production beat cash flow beat. 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 from 30"
X Link 2026-02-07T18:42Z [----] followers, 13.4K 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
"All going to plan $TOU.TO $ARX.TO #LNG #Consolidation https://www.reuters.com/business/energy/shell-needs-big-discovery-or-deals-oil-gas-reserves-dwindle-2026-02-09/ https://www.reuters.com/business/energy/shell-needs-big-discovery-or-deals-oil-gas-reserves-dwindle-2026-02-09/"
X Link 2026-02-09T15:31Z [----] 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
"Last weeks $ARX.TO pullback in my view 'was a gift'. Those adds = +6.5% at the time of writing. Thank you. #LNG #NaturalGas #Consolidation Added materially to my core $ARX.TO position yesterday. Watch for Q1 results now $ARX.TO have been absolutely minting on premium US hubs cash daily prices $20Mcf on volumes. Condensate prices are robust in Q1 WTI $60 USD & FX. Q4 Production beat cash flow beat. Added materially to my core $ARX.TO position yesterday. Watch for Q1 results now $ARX.TO have been absolutely minting on premium US hubs cash daily prices $20Mcf on volumes. Condensate prices are"
X Link 2026-02-10T17:11Z [----] followers, [----] engagements
"@garquake @ericnuttall $OVV would have come from his $NVA.TO mega win"
X Link 2026-02-10T20:34Z [----] followers, [---] engagements
"@Uber You charged me for a trip where the driver didn't show up was [--] minutes late I called using your app and he was still [--] mins away. I called another uber & he arrived fairly promptly. So i've been charged for [--] trips. There is no way to phone to contact support why"
X Link 2026-02-11T04:40Z [----] followers, [---] engagements
"@Uber_Support I've sent you a private message I've also shared my experience the app support is unacceptable running through hoops to simply get a refund on a ride that 'no showed'. I can contact my credit card company to reverse the charge but it's principle & ethics do better @Uber"
X Link 2026-02-11T16:28Z [----] followers, [--] engagements
"$TOU.TO printing on their TTF #LNG volumes 🔥 LNG changes the game for EU #NaturalGas supply"
X Link 2026-02-11T17:32Z [----] followers, [----] engagements
"@BeantownHQ No you didn't. .or you would have posted it earlier. Classic "after the fact I loaded up" after a stock has gone up 10%. [----] is the year of accountability. don't post what you buy when you buy it & conviction. "it didn't happen""
X Link 2026-02-11T20:54Z [----] followers, [---] engagements
"@Peter_Lukacs_R Agree. hence my preference for EP / SCO (Upgraded bitumen - Synthetic Crude Oil) low cost & high price namely $CNQ.TO Trying to track 3-2-1 Crack Spreads & refinery costs utilisations etc is tricky some are excellent at it & kudos to them and Integrateds make a good fit"
X Link 2026-02-11T22:24Z [----] followers, [---] engagements
"@Bwilson2 @AssetTraveller As it should be its a good period to be overweight Nat Gas and Oil but not forever though. Investor in energy not an energy investor. there is a difference"
X Link 2026-02-11T22:31Z [----] 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
"@BrockWarkentin @Martyupnorth_2 + $CPX + $TA + $ATH + $SCR + all major banks. And yes $CNQ $TOU $ARX $TPZ are world class Canadian centred investments"
X Link 2025-11-10T03:01Z [----] followers, [---] engagements
"@StephenKalil @northlandpower Keep in mind I did the bulk of my $CPX buys in the $30's. (2 years). always looking to add to cores but I'll need to see more pullback first"
X Link 2025-11-13T20:30Z [----] followers, [---] engagements
"$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
"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
"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
"Info on $TOU.TO / @TourmalineOil 's Peace River High assets. These will be monetized proceeds put directly into the NEBC #Montney development plan. 25k boed will be replaced with liquids rich BC Montney greenfield production. = 25k x (30k-40k) pfb = $750M - $1BN"
X Link 2025-11-26T20:39Z [----] followers, [----] engagements
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