# ![@CANoilandgas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::631359288.png) @CANoilandgas John Smith

John Smith posts on X about $arxto, $wcpto, $vrn, $arx the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::631359288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::631359288/c:line/m:interactions.svg)

- [--] Week [---] -71%
- [--] Months [-----] -97%
- [--] Year [------] +191%

### Mentions: [--] [#](/creator/twitter::631359288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::631359288/c:line/m:posts_active.svg)

- [--] Week [--] -17%
- [--] Month [--] +700%
- [--] Months [--] -85%
- [--] Year [--] +110%

### Followers: [------] [#](/creator/twitter::631359288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::631359288/c:line/m:followers.svg)

- [--] Week [--] +375%
- [--] Months [--] -92%
- [--] Year [--] -77%

### CreatorRank: undefined [#](/creator/twitter::631359288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::631359288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$arxto](/topic/$arxto) #10, [$wcpto](/topic/$wcpto), [$vrn](/topic/$vrn), [$arx](/topic/$arx) #9, [$scrto](/topic/$scrto), [$vrnto](/topic/$vrnto), [$peyto](/topic/$peyto), [$wcp](/topic/$wcp), [$megto](/topic/$megto), [$athto](/topic/$athto)

**Top accounts mentioned or mentioned by**
[@bubleqe](/creator/undefined) [@assettraveller](/creator/undefined) [@nuggetcapital](/creator/undefined) [@garquake](/creator/undefined) [@trendbullish](/creator/undefined) [@metzgerri24956](/creator/undefined) [@kevinagraham](/creator/undefined) [@beegjj](/creator/undefined) [@bb19043](/creator/undefined) [@wtibull](/creator/undefined) [@bdepardell](/creator/undefined) [@razoroil](/creator/undefined) [@emmpeethree](/creator/undefined) [@htmenergy](/creator/undefined) [@michael71718318](/creator/undefined) [@stevewps](/creator/undefined) [@gugo907](/creator/undefined) [@andrewstoeten](/creator/undefined) [@roryjohnston](/creator/undefined) [@parkwayking](/creator/undefined)

**Top assets mentioned**
[Veren Inc. (VRN)](/topic/$vrn) [Accelerant Holdings (ARX)](/topic/$arx) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Scroll (SCR)](/topic/$scr) [Aethir (ATH)](/topic/$ath) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Rally (RLY)](/topic/rally) [GrokCoin (GROKCOIN)](/topic/grok) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Exxon Mobil (XOM)](/topic/$xom) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Colgate-Palmolive Company (CL)](/topic/$cl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Kevin_AGraham I'd take the other side of that bet. [--] millions shares sold short on a [--] million average daily trade volume looks pretty primed for a squeeze If gas ever gaps up 10% one of these days look out $BIR shorts"  
[X Link](https://x.com/CANoilandgas/status/1677368819428237312)  2023-07-07T22:07Z [--] followers, [--] engagements


"@Kevin_AGraham @WTIBull LOL are you blind to yours Your hate on $BIR is staggering my man it's so ridiculous"  
[X Link](https://x.com/CANoilandgas/status/1677369364956209177)  2023-07-07T22:07Z [--] followers, [--] engagements


"@Kevin_AGraham @WTIBull I assume you are mostly butt hurt about $BIR outperforming $PEY this year"  
[X Link](https://x.com/CANoilandgas/status/1677376053197561873)  2023-07-07T22:07Z [--] followers, [--] engagements


"Lookout $BIR shorts lololol #COM"  
[X Link](https://x.com/CANoilandgas/status/1678413526841393155)  2023-07-10T14:39Z [--] followers, [--] engagements


"Finally sold $BIR yesterday much like $PNE in the leadup to earnings since they likely won't look great looks like I was a day too early lolol"  
[X Link](https://x.com/CANoilandgas/status/1689261597745623040)  2023-08-09T13:05Z [--] followers, [--] engagements


"@NuggetCapital @BDEPardell $TVE.TO - 21% $PEY.TO - 17% $SGY.TO - 16% $MEG.TO - 13% $HWX.TO - 10% $WCP.TO - 9% $CNQ.TO - 6% $POU.TO - 5% $BNE.TO - 2% $ATH.TO - 1% (new position)"  
[X Link](https://x.com/CANoilandgas/status/1741838492651417661)  2024-01-01T15:07Z [--] followers, [---] engagements


"@RazorOil @Michael71718318 @AssetTraveller Michael is still mad that Derek lost some of his money with Pengrowth never stops complaining about it. Meanwhile he loves $BIR while Jeff Tonken filled his pockets for years and drove the company off a cliff"  
[X Link](https://x.com/CANoilandgas/status/1773080934599815641)  2024-03-27T20:13Z [--] followers, [---] engagements


"@emmpeethree Guy constantly complains about illiquid names but loading up on $POU lol"  
[X Link](https://x.com/CANoilandgas/status/1777707358220653046)  2024-04-09T14:37Z [--] followers, [---] engagements


"@SteveWps Would expect a nice rally tomorrow similar to what's been happening with $TVE.TO since they released their budget"  
[X Link](https://x.com/CANoilandgas/status/1864926238193713588)  2024-12-06T06:53Z [--] followers, [--] engagements


"@BDEPardell @NuggetCapital 🎯 Exactly why I outperform myself in the spouses portfolio lol"  
[X Link](https://x.com/CANoilandgas/status/1864940807196942630)  2024-12-06T07:51Z [--] followers, [--] engagements


"2nd day of Oil up and equities going the opposite way lolol"  
[X Link](https://x.com/CANoilandgas/status/1867622743975334094)  2024-12-13T17:28Z [--] followers, [--] engagements


"@Gugo907 crazy disconnect this week on oil vs equities do you think some/most of it is tax loss related or anything else"  
[X Link](https://x.com/CANoilandgas/status/1868215807907696824)  2024-12-15T08:45Z [--] followers, [--] engagements


"Looks like $SCR.TO $SCR just closed the mid-November gap today 👀 cc @BubleQe @AssetTraveller"  
[X Link](https://x.com/CANoilandgas/status/1868672746869403737)  2024-12-16T15:01Z [--] followers, [---] engagements


"$VRN.TO $VRN"  
[X Link](https://x.com/CANoilandgas/status/1870146517480219054)  2024-12-20T16:37Z [--] followers, [---] engagements


"@AndrewStoeten Hoping for the best as the 1st years & the build up of the farm system was giving the impression of something sustainable. But if they choke again this season and miss or out after the first round you have to think that's the end of the line for Ross after [--] years need a change"  
[X Link](https://x.com/CANoilandgas/status/1872827789759660219)  2024-12-28T02:11Z [--] followers, [---] engagements


"@garquake asked Grok to draw me a picture of Mike Rose"  
[X Link](https://x.com/CANoilandgas/status/1873360915489489057)  2024-12-29T13:30Z [--] followers, [---] engagements


"My weighting heading into '25. Would have been a successful reorg if I hadn't undone all the bad only to put too much into $VRN.TO 🤦 $PD.TO to go $HWX.TO - 22.29% $MEG.TO - 16.72% $ATH.TO -13.94% $SCR.TO - 13.89% $WCP.TO - 12.06% $VRN.TO - 9.51% $CNQ.TO - 6.78% $PD.TO - 2.39%"  
[X Link](https://x.com/CANoilandgas/status/1874241380190769249)  2024-12-31T23:49Z [--] followers, [---] engagements


"Updated weighting with new TFSA addition and $PD.TO removal. Big increases to $MEG.TO and $SCR.TO 🙏 $HWX.TO $HWX - 22.91% $MEG.TO $MEG - 18.69% $SCR.TO $SCR - 15.69% $ATH.TO $ATH -14.24% $WCP.TO $WCP - 12.04% $VRN.TO $VRN - 9.56% $CNQ.TO $CNQ - 6.81%"  
[X Link](https://x.com/CANoilandgas/status/1875530211665829983)  2025-01-04T13:10Z [--] followers, [---] engagements


"Raymond James $HWX.TO $HWX target price increase to $9 and OP"  
[X Link](https://x.com/CANoilandgas/status/1876641080034390314)  2025-01-07T14:44Z [--] followers, [--] engagements


"@Rory_Johnston you can smell the productivity through the screen"  
[X Link](https://x.com/CANoilandgas/status/1876655805526864180)  2025-01-07T15:43Z [--] followers, [--] engagements


"@ParkwayKing @emmpeethree He said he added $ATH.TO again when he was on Marketcall Nov [--] so likely got some just under $5. He said he always loses performance when he doesn't own $CNQ at least he didn't sell all of it haha"  
[X Link](https://x.com/CANoilandgas/status/1877518859449635037)  2025-01-10T00:52Z [--] followers, [---] engagements


"@BubleQe @econ_713 Until they add that $GFR listing 😉"  
[X Link](https://x.com/CANoilandgas/status/1877530049412301103)  2025-01-10T01:37Z [--] followers, [---] engagements


"@BeegJj Hopefully they are around awhile longer but would have to think at some point with the big rally in $TVE.TO and fixing their balance sheet it would make all kinds of sense for them to add $HWX.TO. Would increase production 25% and not be nearly as damaging as the Deltastream buy"  
[X Link](https://x.com/CANoilandgas/status/1878070313663025336)  2025-01-11T13:23Z [--] followers, [---] engagements


"😍 Headwater Exploration DJ: "Leaving no stone unturned in the Clearwater fairway" NBF: "HWX Operational Update" #COM #OOTT $HWX.TO $HWX https://t.co/E56q7zvMan Headwater Exploration DJ: "Leaving no stone unturned in the Clearwater fairway" NBF: "HWX Operational Update" #COM #OOTT $HWX.TO $HWX https://t.co/E56q7zvMan"  
[X Link](https://x.com/CANoilandgas/status/1878428606298243215)  2025-01-12T13:07Z [--] followers, [----] engagements


"RBC Updates $CNQ.TO $MEG.TO $SCR.TO"  
[X Link](https://x.com/CANoilandgas/status/1879164901081653726)  2025-01-14T13:53Z [--] followers, [----] engagements


"$VRN.TO $VRN"  
[X Link](https://x.com/CANoilandgas/status/1879916826387464466)  2025-01-16T15:41Z [--] followers, [---] engagements


"$SCR.TO $SCR Strathcona: As Strathcona reached its debt target of $2.5B earlier this year investors continue to expect the return of 100% of free cash flow to shareholders. Strathcona recently introduced a base dividend and we expect the company could discuss a variable component to its Strathcona: As Strathcona reached its debt target of $2.5B earlier this year investors continue to expect the return of 100% of free cash flow to shareholders. Strathcona recently introduced a base dividend and we expect the company could discuss a variable component to its"  
[X Link](https://x.com/CANoilandgas/status/1880283948133335127)  2025-01-17T16:00Z [--] followers, [----] engagements


"$ARX.TO $ARX $CNQ.TO $CNQ Advantage: We have fine-tuned our production estimates slightly lower for liquids volumes in Q4 based on recent public data. The company announced its [----] guidance in conjunction with its Investor Day in December and indicated it may look to advance non-core divestitures Advantage: We have fine-tuned our production estimates slightly lower for liquids volumes in Q4 based on recent public data. The company announced its [----] guidance in conjunction with its Investor Day in December and indicated it may look to advance non-core divestitures"  
[X Link](https://x.com/CANoilandgas/status/1880284554394743058)  2025-01-17T16:02Z [--] followers, [----] engagements


"@NuggetCapital People who sniped $VRN.TO down in the mid 6's are laughing. I on the other hand have some heavy $VRN bags lol"  
[X Link](https://x.com/CANoilandgas/status/1880589627091984398)  2025-01-18T12:14Z [--] followers, [---] engagements


"@garquake One less group of people to worry about selling off CAN Energy stocks lol for a day at least"  
[X Link](https://x.com/CANoilandgas/status/1881065169666871537)  2025-01-19T19:44Z [--] followers, [--] engagements


"$VRN.TO $SCR.TO $MEG.TO $ARX.TO 12%+ FCF yields With tariff risk seemingly behind us can we now focus on fundamentals Record high demand record low inventories US shale growth fading Iran/Russia imminent sanctions strong OPEC cohesion and attractive valuations. That is why "we remain bullish" on energy stocks. https://t.co/FCIAyX4Hd5 With tariff risk seemingly behind us can we now focus on fundamentals Record high demand record low inventories US shale growth fading Iran/Russia imminent sanctions strong OPEC cohesion and attractive valuations. That is why "we remain bullish" on energy stocks."  
[X Link](https://x.com/CANoilandgas/status/1881410821412257893)  2025-01-20T18:37Z [--] followers, [----] engagements


"$VRN.TO $VRN 👀 Veren Announces [----] Reserves & Board Appointments https://t.co/Uz9sKThOSy Veren Announces [----] Reserves & Board Appointments https://t.co/Uz9sKThOSy"  
[X Link](https://x.com/CANoilandgas/status/1881706823360917779)  2025-01-21T14:14Z [--] followers, [----] engagements


"@BeegJj Nothing like growing into sub $2 AECO Everyone at this company should have been fired years ago"  
[X Link](https://x.com/CANoilandgas/status/1882436065019228424)  2025-01-23T14:31Z [--] followers, [---] engagements


"DJ targets for $ARX $ARX.TO $CNQ $CNQ.TO"  
[X Link](https://x.com/CANoilandgas/status/1884624786317357367)  2025-01-29T15:28Z [--] followers, [---] engagements


"We'll have to see if this makes any difference at all but on investor day Adam made it sound as if not many of these shares will actually hit the market in the immediate term most are medium to long term holders of the stock or so he believes let's see $SCR.TO $SCR 👀 Strathcona Resources Ltd. Announces Increased Public Float as a Result of Partial Disposition of Common Shares by Waterous Energy Fund https://t.co/Oa4dWjsAao Strathcona Resources Ltd. Announces Increased Public Float as a Result of Partial Disposition of Common Shares by Waterous Energy Fund https://t.co/Oa4dWjsAao"  
[X Link](https://x.com/CANoilandgas/status/1885453393172320425)  2025-01-31T22:21Z [--] followers, [---] engagements


"@BubleQe Don't really understand all the selling on $ARX.TO then but at this point it's just dumping anything it seems 🤷♂ Appreciated sniping some at $24.75 first thing"  
[X Link](https://x.com/CANoilandgas/status/1885456703023464796)  2025-01-31T22:34Z [--] followers, [---] engagements


"$ATH.TO $ATH at $4.50 a share don't mind if I do"  
[X Link](https://x.com/CANoilandgas/status/1886425382544429261)  2025-02-03T14:43Z [--] followers, [----] engagements


"@trend_bullish one would hope done nothing to date for them.expecting a big upgrade on reserves early March though so hoping that finally gets this one going"  
[X Link](https://x.com/CANoilandgas/status/1886881413200257531)  2025-02-04T20:56Z [--] followers, [--] engagements


"Updated FML portfolio based on the last few weeks insane volatility took some profits trimmed $MEG & $HWX & finally gave up on $WCP.TO Restarted $PEY & $ARX $PEY.TO-17.00% $MEG.TO-13.65% $HWX.TO-13.10% $ATH.TO-13.07% $SCR.TO-13.05% $ARX.TO-12.40% $VRN.TO-10.47% $CNQ.TO-5.17%"  
[X Link](https://x.com/CANoilandgas/status/1886951237909709191)  2025-02-05T01:33Z [--] followers, [---] engagements


"Preach Rory 🙏 On Canadian pipeline politics we can dwell on past failures or we can grab hold of the rapidly shifting vibe and look to the future. Indulging the former will impede the latter. Build baby build. On Canadian pipeline politics we can dwell on past failures or we can grab hold of the rapidly shifting vibe and look to the future. Indulging the former will impede the latter. Build baby build"  
[X Link](https://x.com/CANoilandgas/status/1887523741946478739)  2025-02-06T15:28Z [--] followers, [---] engagements


"$GFR $GFR.TO and the rot cleanup is finished for now. Greenfire Resources Announces New President and Departure of Senior Executives https://t.co/F16pnXcjBT Greenfire Resources Announces New President and Departure of Senior Executives https://t.co/F16pnXcjBT"  
[X Link](https://x.com/CANoilandgas/status/1889437537619550561)  2025-02-11T22:13Z [---] followers, [---] engagements


"As expected and confirmed by Adam Waterous at $SCR $SCR.TO Investor Day the shares that were dispersed back on Jan [--] were to mid-long term holders and nothing has changed in the day to day market yet. If we get a little rally will be interesting to see if anything changes. 🧐"  
[X Link](https://x.com/CANoilandgas/status/1890073748512051681)  2025-02-13T16:21Z [---] followers, [---] engagements


"@NuggetCapital I picked $MEG.TO as it has the most takeout upside of all of these. No one is paying a premium for $BIR the takeout price for $GFR is known based on what WEF paid and Kelt I don't know much about tbh. I also own $HWX.TO which likely get's taken out by $TVE sooner or later"  
[X Link](https://x.com/CANoilandgas/status/1890857905785549266)  2025-02-15T20:17Z [---] followers, [---] engagements


"$POU $POU.TO Post Dividend Price/Performance Adjustments"  
[X Link](https://x.com/CANoilandgas/status/1892196878265057349)  2025-02-19T12:57Z [---] followers, [--] engagements


"DJ $WCP $WCP.TO TP increase"  
[X Link](https://x.com/CANoilandgas/status/1892927432165900577)  2025-02-21T13:20Z [---] followers, [----] engagements


"Stable with Good Valuations $PEY $PEY.TO $SCR $SCR.TO $WCP $WCP.TO $CVE $CVE.TO"  
[X Link](https://x.com/CANoilandgas/status/1892934881123897640)  2025-02-21T13:50Z [---] followers, [----] engagements


"Trending Value Stocks $ARX $ARX.TO $PEY $PEY.TO $FRU.TO $IMO.TO $SU.TO $TOU.TO $WCP.TO"  
[X Link](https://x.com/CANoilandgas/status/1893332837387882740)  2025-02-22T16:11Z [---] followers, [---] engagements


"TD trims $MEG $MEG.TO TP to $32 with a BUY"  
[X Link](https://x.com/CANoilandgas/status/1895465705803530634)  2025-02-28T13:26Z [---] followers, [----] engagements


"Stocks with sustainable dividends involved in #LNG $ARX $ARX.TO"  
[X Link](https://x.com/CANoilandgas/status/1895563039841403018)  2025-02-28T19:53Z [---] followers, [--] engagements


"I noticed in the recent $VRN $VRN.TO deck that it looked like they'd done a very good job of hedging and marketing their gas. Good to see this was a surprise and generated more upside to analysts Seemed very $PEY.TO like"  
[X Link](https://x.com/CANoilandgas/status/1895658089711604036)  2025-03-01T02:11Z [---] followers, [----] engagements


"$MEG $MEG.TO Usually trades a hair over 3M shares a day Friday it was over 19M 🤯 Added 1Y chart for added pain. You'd think this co. was going bankrupt rather than printing at a near 12% FCF Yield and going to buy back nearly 10% of their stock this year. Crazy times"  
[X Link](https://x.com/CANoilandgas/status/1895839583537152187)  2025-03-01T14:12Z [---] followers, [----] engagements


"Been a steady upswing on $SCR $SCR.TO volume the last two weeks but it corresponds with the share price tanking so time will tell if more shares are actually increasing the float and this sustains. [--] weeks ago avg vol was 30k shares now up to 47k share avg vol 🤷♂"  
[X Link](https://x.com/CANoilandgas/status/1895840901790126454)  2025-03-01T14:17Z [---] followers, [---] engagements


"@BubleQe @metzger_ri24956 @AssetTraveller For sure but they are doing it organically and still able to return 100% of FCF to shareholders. $CNQ for example declared 100% of FCF shareholders than immediately made an acquisition and dropped shareholder returns to 60%. There are very few co's who follow through. 🤷♂"  
[X Link](https://x.com/CANoilandgas/status/1896368917628805490)  2025-03-03T01:15Z [---] followers, [---] engagements


"@BubleQe @metzger_ri24956 @AssetTraveller The acquisition that caused the change was the Chevron Duvernay package not sure there was a need for them to do that but they are so large they can do whatever they want tbh. The AOSP one led to no material change I believe as you say above it was solid business"  
[X Link](https://x.com/CANoilandgas/status/1896371663614419250)  2025-03-03T01:26Z [---] followers, [---] engagements


"@BubleQe @metzger_ri24956 @AssetTraveller I'm not talking about that asset. I'm talking about the Chevron purchase that caused them revert their promised 100% of FCF to shareholders back to 60% returns"  
[X Link](https://x.com/CANoilandgas/status/1896373058040176743)  2025-03-03T01:32Z [---] followers, [---] engagements


"@BubleQe @metzger_ri24956 @AssetTraveller Yeah was very happy when it wasn't $WCP or $VRN who would have damaged their BS to buy those assets as many were predicting"  
[X Link](https://x.com/CANoilandgas/status/1896377491650187521)  2025-03-03T01:50Z [---] followers, [---] engagements


"@AssetTraveller Sold my $ARX.TO at cost yesterday and bought it back for $1 less today very happy as long as I don't look at the rest of my portfolio haha"  
[X Link](https://x.com/CANoilandgas/status/1896975624792891676)  2025-03-04T17:26Z [---] followers, [--] engagements


"Another solid Q from $SCR $SCR.TO and a baby dividend bump Showing up [--] cent Terry with the [--] cent increase haha Strathcona Resources Ltd. Reports Year End [----] Reserves Fourth Quarter and Full Year [----] Financial and Operating Results and Announces Quarterly Dividend https://t.co/sFHRN78g8r Strathcona Resources Ltd. Reports Year End [----] Reserves Fourth Quarter and Full Year [----] Financial and Operating Results and Announces Quarterly Dividend https://t.co/sFHRN78g8r"  
[X Link](https://x.com/CANoilandgas/status/1897088097835475444)  2025-03-05T00:53Z [---] followers, [---] engagements


"Looks like guidance will likely be increased as well by mid year $SCR $SCR.TO Already producing 195k bpd"  
[X Link](https://x.com/CANoilandgas/status/1897092088703188995)  2025-03-05T01:09Z [---] followers, [---] engagements


"Selected avg price target avg return div yields and return year to date. Prices as of Feb [--] $PEY.TO $HWX.TO $ARX.TO $ATH.TO $MEG.TO $VRN.TO"  
[X Link](https://x.com/CANoilandgas/status/1897103489815507127)  2025-03-05T01:54Z [---] followers, [---] engagements


"@AssetTraveller $ARX.TO seems to have misplaced their FCF based on two months of [----] buybacks lol"  
[X Link](https://x.com/CANoilandgas/status/1897435750167200006)  2025-03-05T23:55Z [---] followers, [---] engagements


"Fresh $ATH $ATH.TO March Corp Deck https://www.atha.com/uploads/AOC_Q4_2024_Results_IR_Deck_03-05-2025_high-res.pdf https://www.atha.com/uploads/AOC_Q4_2024_Results_IR_Deck_03-05-2025_high-res.pdf"  
[X Link](https://x.com/CANoilandgas/status/1897491795178610773)  2025-03-06T03:37Z [---] followers, [---] engagements


"RBC lowers $SCR $SCR.TO tp to $33 + SP TD lowers $SCR $SCR.TO tp to $29 + H"  
[X Link](https://x.com/CANoilandgas/status/1897653070890152052)  2025-03-06T14:18Z [---] followers, [---] engagements


"Stocks with attractive dividends and efficient use of capital. O&G dominate. $IMO.TO $WCP.TO $SU.TO $PEY.TO $CNQ.TO $FRU.TO $ARX.TO $CVE.TO"  
[X Link](https://x.com/CANoilandgas/status/1897772352630407414)  2025-03-06T22:12Z [---] followers, [---] engagements


"$CNQ $CNQ.TO NB - lowers tp $49 - SP RBC - raises tp $63 - OP"  
[X Link](https://x.com/CANoilandgas/status/1897990362028732833)  2025-03-07T12:38Z [---] followers, [----] engagements


"3 team merger - $AAV.TO $BIR.TO $KEL.TO 🤔"  
[X Link](https://x.com/CANoilandgas/status/1898025993366872391)  2025-03-07T15:00Z [---] followers, [---] engagements


"Who "Should" Buy $AAV.TO @HTMEnergy @BOEReport"  
[X Link](https://x.com/CANoilandgas/status/1898026419181040087)  2025-03-07T15:02Z [---] followers, [----] engagements


"Current Pullback from [--] Week Highs TSX -4.32% decrease since 01/30/25 DJI -5.04% decrease since 12/04/24 S&P -6.14% decrease since 02/19/25 NASQ -9.94%decrease since 12/16/24"  
[X Link](https://x.com/CANoilandgas/status/1898358561874346233)  2025-03-08T13:02Z [---] followers, [----] engagements


"Current Pullback from [--] Week Highs $ARX.TO -10.59% since 01/10/25 $PEY.TO -11.33% since 01/10/25 $ATH.TO -17.10% since 01/10/25 $SCR.TO -27.33% since 05/30/24 $CNQ.TO -27.89% since 04/10/24 $HWX.TO -29.52% since 04/05/24 $MEG.TO -32.43% since 04/10/24"  
[X Link](https://x.com/CANoilandgas/status/1898361276436250952)  2025-03-08T13:12Z [---] followers, [---] engagements


"🚨🚨 WHITECAP RESOURCES AND VEREN TO COMBINE IN A $15 BILLION TRANSACTION TO CREATE A LEADING CANADIAN LIGHT OIL AND CONDENSATE PRODUCER 🚨🚨 $WCP $WCP.TO $VRN $VRN.TO"  
[X Link](https://x.com/CANoilandgas/status/1899040106322743643)  2025-03-10T10:10Z [---] followers, [----] engagements


"Likely a good day to be shopping for $WCP.TO. Premarket for $VRN $VRN.TO makes it looks like $WCP is coming down to a [--] handle 😬"  
[X Link](https://x.com/CANoilandgas/status/1899054527132701101)  2025-03-10T11:07Z [---] followers, [----] engagements


"$VRN $VRN.TO has 616.85M outstanding implying 647.69M $WCP $WCP.TO shares to be issued meaning dividend payments of $472.82 M a year and the current $VRN yearly dividend is only $283.75M a year that's a big difference would need to look at the payout ratio info"  
[X Link](https://x.com/CANoilandgas/status/1899056374182494401)  2025-03-10T11:14Z [---] followers, [----] engagements


"@TwoBarrelsofOil based on premarket $VRN I think $WCP is going to get slaughtered and if it goes under $8 I'm buying $WCP.TO for sure"  
[X Link](https://x.com/CANoilandgas/status/1899058060884062295)  2025-03-10T11:21Z [---] followers, [---] engagements


"Based on this $VRN $VRN.TO was paying out 33% of income to the dividend if I am reading this correctly"  
[X Link](https://x.com/CANoilandgas/status/1899060246187848010)  2025-03-10T11:30Z [---] followers, [---] engagements


"So $WCP $WCP.TO will be about 50% on the dividend payout ratio in the new company nice to see"  
[X Link](https://x.com/CANoilandgas/status/1899072121982054517)  2025-03-10T12:17Z [---] followers, [----] engagements


"Got 3000+ shares of $WCP $WCP.TO at $7.96 for a 9.17% Dividend Yield thank you very much I had about the same number of shares until mid-Dec last year but at $10.06 Did the best I could given the situation and selling my $VRN $VRN.TO shares last Thurs woof 🤦♂"  
[X Link](https://x.com/CANoilandgas/status/1899109949663215845)  2025-03-10T14:47Z [---] followers, [---] engagements


"RBC raises $ATH $ATH.TO tp to $6.50"  
[X Link](https://x.com/CANoilandgas/status/1899113691359891927)  2025-03-10T15:02Z [---] followers, [---] engagements


"@BeegJj People are really misunderstanding what he said. Andy asked about the dividend yield in regards to the share price and Grant said he expects their to be a rerate and they will trade back at 5-6% as they used to. Not sure why people keep saying a dividend cut. Look at the deck"  
[X Link](https://x.com/CANoilandgas/status/1899168493448106178)  2025-03-10T18:40Z [---] followers, [---] engagements


"Eric on the $VRN.TO $WCP.TO merger. He's on MC tomorrow so will likely have lots to say"  
[X Link](https://x.com/CANoilandgas/status/1899269112582316495)  2025-03-11T01:20Z [---] followers, [----] engagements


"@NuggetCapital I get that but CJ are using debt to fund their's and SGY is a shit co hardly models for the dividend payout model lol but fully understand not believing what a co says for sure"  
[X Link](https://x.com/CANoilandgas/status/1899450825342075030)  2025-03-11T13:22Z [---] followers, [---] engagements


"@BubleQe @trend_bullish you wonder if they'll be around long enough to start these forthcoming $LNG agreements"  
[X Link](https://x.com/CANoilandgas/status/1899469331806761169)  2025-03-11T14:35Z [---] followers, [--] engagements


"I own all [--] 🤩 Know what you own $ATH.TO $MEG.TO $ARX.TO BNN Eric Nuttall Top Picks: 🌊 $MEG MEG Energy - 11% weight. Sold off on Tariff concerns. Hit a [--] year low. [--] years they will grow product by 50% with massive buybacks. Target $31.25 🌊 $ATH Athabasca Oil - We are a top shareholder again. Growing production and massive BNN Eric Nuttall Top Picks: 🌊 $MEG MEG Energy - 11% weight. Sold off on Tariff concerns. Hit a [--] year low. [--] years they will grow product by 50% with massive buybacks. Target $31.25 🌊 $ATH Athabasca Oil - We are a top shareholder again. Growing production and massive"  
[X Link](https://x.com/CANoilandgas/status/1899505304217247902)  2025-03-11T16:58Z [---] followers, [---] engagements


"$ARX.TO Nothing special about the chart; it's business as usual for $ARX. $1.7 - $1.9B [----] FCF + LNG contracts + future Attachie growth coming in the years to come. Bright future for @arcresources https://t.co/dVY90DqLLj Nothing special about the chart; it's business as usual for $ARX. $1.7 - $1.9B [----] FCF + LNG contracts + future Attachie growth coming in the years to come. Bright future for @arcresources https://t.co/dVY90DqLLj"  
[X Link](https://x.com/CANoilandgas/status/1899832179279999127)  2025-03-12T14:37Z [---] followers, [--] engagements


"Whoops somehow missed this today New $WCP.TO compared to $ARX.TO Mega Montney Merger Whitecap to combine with Veren to make Montney/Duvernay powerhouse How will it compare BOE Intel https://t.co/nDZicA2wHm Mega Montney Merger Whitecap to combine with Veren to make Montney/Duvernay powerhouse How will it compare BOE Intel https://t.co/nDZicA2wHm"  
[X Link](https://x.com/CANoilandgas/status/1899990071228449264)  2025-03-13T01:05Z [---] followers, [----] engagements


"Based on the conference call after the deal $WCP.TO and $VRN.TO have been in discussions to ink a similar #LNG deal with Cedar LNG like $ARX.TO. They are obviously a part of the KSI LISIMS/Rockies LNG Partners as well so guessing that's the 20% to start hopefully more to come $WCP.TO $VRN.TO Target #LNG export % of total gas production. #Consolidation #NaturalGas https://t.co/5nXXCmK0tf $WCP.TO $VRN.TO Target #LNG export % of total gas production. #Consolidation #NaturalGas https://t.co/5nXXCmK0tf"  
[X Link](https://x.com/CANoilandgas/status/1900164553335279887)  2025-03-13T12:38Z [---] followers, [----] engagements


"@BB19043 no they are pursuing an agreement to supply gas to Cedar like $ARX.TO unless I am misunderstanding what you are asking"  
[X Link](https://x.com/CANoilandgas/status/1900171024487878881)  2025-03-13T13:04Z [---] followers, [--] engagements


"Also the $ARX.TO deal is for [---] MMcf/day so there is only another [---] MMcf/day available to be contracted out here so guessing there is some competition"  
[X Link](https://x.com/CANoilandgas/status/1900172493874233604)  2025-03-13T13:10Z [---] followers, [--] engagements


"@BB19043 yeah they are negotiating with $PPL.TO it said in the concall"  
[X Link](https://x.com/CANoilandgas/status/1900172725454508236)  2025-03-13T13:10Z [---] followers, [--] engagements


"@BB19043 So I guess Cedar sold their half to $ARX.TO and $PPL.TO is still negotiating with companies on their half"  
[X Link](https://x.com/CANoilandgas/status/1900173266829897734)  2025-03-13T13:13Z [---] followers, [--] engagements


"Have shared this great slide from $BIR.TO before but it's a new month and a new deck so here is the current status of Canadian #LNG #natgas projects and how NA capacity will increase through [----] $ARX.TO $TOU.TO $WCP.TO $PEY.TO"  
[X Link](https://x.com/CANoilandgas/status/1900175632434135498)  2025-03-13T13:22Z [---] followers, [----] engagements


"$BIR $BIR.TO NBF - $8 - OP CG - $7 - Buy CIBC - $8 - OP"  
[X Link](https://x.com/CANoilandgas/status/1900179011625427140)  2025-03-13T13:35Z [---] followers, [---] engagements


"$ATH $ATH.TO Almost crushed their entire NCIB this past year well done 👏👏 Athabasca Oil Announces Renewal of Normal Course Issuer Bid https://t.co/H63XZkbkL4 Athabasca Oil Announces Renewal of Normal Course Issuer Bid https://t.co/H63XZkbkL4"  
[X Link](https://x.com/CANoilandgas/status/1900528492296409229)  2025-03-14T12:44Z [---] followers, [---] engagements


"@garquake With all that extra cash on hand they could certainly have maxed it out with cash to spare $ATH $ATH.TO"  
[X Link](https://x.com/CANoilandgas/status/1901646043671851518)  2025-03-17T14:45Z [---] followers, [---] engagements


"I don't anything about TA but since the $WCP.TO $VRN.TO merger $WCP has set a new higher low everyday 🤷♂"  
[X Link](https://x.com/CANoilandgas/status/1902306176424870337)  2025-03-19T10:28Z [---] followers, [----] engagements


"$WCP $WCP.TO"  
[X Link](https://x.com/CANoilandgas/status/1902898740966363364)  2025-03-21T01:43Z [---] followers, [----] engagements


"Nice weekly update from @HTMEnergy and the continued improvement of $VRN $VRN.TO fuckup at the Gold Creek wells. HTM Energy Research Weekly Round-Up Spur and Cenovus both Deliver Exploration Success; Vermilion Has a Real Pathway to Adding Value Over the Next [--] Years https://t.co/gKyyaWeJKS HTM Energy Research Weekly Round-Up Spur and Cenovus both Deliver Exploration Success; Vermilion Has a Real Pathway to Adding Value Over the Next [--] Years https://t.co/gKyyaWeJKS"  
[X Link](https://x.com/CANoilandgas/status/1903081514859937965)  2025-03-21T13:49Z [---] followers, [----] engagements


"👏👏 Now announce $WCP $WCP.TO and $PPL.TO Cedar #LNG #natgas deal please. 🙏 Government of Canada announces support for Cedar LNG https://t.co/tA4Vk2Znwb Government of Canada announces support for Cedar LNG https://t.co/tA4Vk2Znwb"  
[X Link](https://x.com/CANoilandgas/status/1903121090676654216)  2025-03-21T16:26Z [---] followers, [----] engagements


"@BubleQe I don't think I'm following you then. $ARX secured 50% of the capacity but the other 50% is still up for grabs unless there is a PR I missed I thought the 50% agreement they had was with Cedar and then they've locked in to sell that gas to $XOM now"  
[X Link](https://x.com/CANoilandgas/status/1903261573767901356)  2025-03-22T01:44Z [---] followers, [--] engagements


"@BubleQe They said on the merger conference call they were negotiating a deal with $PPL.TO to supply so that's what I am going on. They made this deal with PGI so wondered if Lator is close to CGL https://www.wcap.ca/investors/news-releases/details/whitecap-resources-inc.-announces-partial-infrastructure-dispositions-for-%24520-million%2C-fid-on-new-lator-facility-and-strategic-partnership-with-pembina-gas-infrastructure/239"  
[X Link](https://x.com/CANoilandgas/status/1903265211571662920)  2025-03-22T01:59Z [---] followers, [---] engagements


"@BubleQe k appreicate that again just going by what they said from the merger concall and that they were negotiating to supply Cedar with PPL 🤷♂"  
[X Link](https://x.com/CANoilandgas/status/1903268461163298829)  2025-03-22T02:12Z [---] followers, [---] engagements


"$ARX $ARX.TO #LNG #natgas HTM Energy Research Weekly Round-Up ARC Sets Up a Home Run at Kakwa; Is the Dunvegan Back; Can LNG Canada Solve AECOs Structural Problems https://t.co/isFx1xYS7V HTM Energy Research Weekly Round-Up ARC Sets Up a Home Run at Kakwa; Is the Dunvegan Back; Can LNG Canada Solve AECOs Structural Problems https://t.co/isFx1xYS7V"  
[X Link](https://x.com/CANoilandgas/status/1905621736357343309)  2025-03-28T14:03Z [---] followers, [----] engagements


"@AssetTraveller Guessing the $POU ownership plays a role in that"  
[X Link](https://x.com/CANoilandgas/status/1907174715250340148)  2025-04-01T20:54Z [---] followers, [--] engagements


"RJ on $AAV.TO $ARX.TO $BIR.TO $KEL.TO $NVA.TO $PEY.TO"  
[X Link](https://x.com/CANoilandgas/status/1909599760471806173)  2025-04-08T13:30Z [---] followers, [---] engagements


"$ARX $ARX.TO $HWX $HWX.TO TP upgrades"  
[X Link](https://x.com/CANoilandgas/status/1919379610019455223)  2025-05-05T13:12Z [---] followers, [----] engagements


"Nice $SCR.TO getting lean and mean and selling assets to $ARX.TO and $TOU.TO https://ca.finance.yahoo.com/news/strathcona-resources-ltd-announces-sale-004500640.html https://ca.finance.yahoo.com/news/strathcona-resources-ltd-announces-sale-004500640.html"  
[X Link](https://x.com/CANoilandgas/status/1922816189123666124)  2025-05-15T00:47Z [---] followers, 13.9K engagements


"For all the $ARX.TO $ARX boyz wondering what happened to their return of FCF and share buybacks this year lol https://www.arcresources.com/news-releases/arc-resources-ltd-announces-consolidation-of-condensate-rich-montney-assets-at-kakwa/ https://www.arcresources.com/news-releases/arc-resources-ltd-announces-consolidation-of-condensate-rich-montney-assets-at-kakwa/"  
[X Link](https://x.com/CANoilandgas/status/1922819196439724327)  2025-05-15T00:59Z [---] followers, [---] engagements


"@RazorOil @BubleQe believes the unnamed second buyer is likely $OVV or $POU"  
[X Link](https://x.com/CANoilandgas/status/1922835531181732156)  2025-05-15T02:04Z [---] followers, [---] engagements


"@garquake It's so hilariously illiquid it will be interesting to see what happens today"  
[X Link](https://x.com/CANoilandgas/status/1923006143456051279)  2025-05-15T13:22Z [---] followers, [---] engagements


"Looks like $SCR.TO will open waaayyyy up. Even $ARX.TO looks like it should open up was thinking it would be down a touch. Let's see"  
[X Link](https://x.com/CANoilandgas/status/1923007859832283272)  2025-05-15T13:29Z [---] followers, [---] engagements


"I foresee $SCR.TO using these $TOU.TO shares as capital that changes hands when $GFR $GFR.TO is shifted into Strathcona from WEF would make a lot of sense and guessing a very efficient way to do it. $SCR.TO / Strathcona 🔥🔥🔥 On strategy sale of the #Montney assets. As per Plan $TOU.TO consolidating #NEBC Groundbirch ☑ "The sale of itsGroundbirch asset to Tourmaline Oil Corp. ("Tourmaline") for $291.5 million in common shares of Tourmaline". #TeamWaterous https://t.co/ziBNfEhtmq $SCR.TO / Strathcona 🔥🔥🔥 On strategy sale of the #Montney assets. As per Plan $TOU.TO consolidating #NEBC"  
[X Link](https://x.com/CANoilandgas/status/1923021963271757957)  2025-05-15T14:25Z [---] followers, [---] engagements


"@BubleQe @AlexSS94736924 I wouldn't be surprised if they use the $TOU.TO shares for that $GFR.TO transaction in some accounting wizardry would make a lot of sense"  
[X Link](https://x.com/CANoilandgas/status/1923053749393555588)  2025-05-15T16:31Z [---] followers, [---] engagements


"$ARX $ARX.TO"  
[X Link](https://x.com/CANoilandgas/status/1923356403835555855)  2025-05-16T12:34Z [---] followers, [---] engagements


"Sold my entire $MEG.TO position today on the pop not bothered about the takeover result but NCIB is cancelled so no return of FCF atm and 70K BOE/D of production still appears to be offline so expecting guidance to be lowered at some point will come back when things improve"  
[X Link](https://x.com/JohnSmith80A/status/1932503388614205631)  2025-06-10T18:21Z [--] followers, [--] engagements


"Sold my $ARX $ARX.TO position yesterday expecting this to be a big tax loss seller this year and will likely buy again EOY"  
[X Link](https://x.com/JohnSmith80A/status/1976661963712422344)  2025-10-10T14:51Z [--] followers, [---] engagements


"@trend_bullish How are things looking now Has had quite the bounce but so has every oil stock at this point"  
[X Link](https://x.com/JohnSmith80A/status/2017669448170180789)  2026-01-31T18:40Z [--] followers, [--] engagements


"$VRN $VRN.TO has entered the chat 👀 Canadian WCSB top wells for December [----] https://t.co/lrfaF6q91O Canadian WCSB top wells for December [----] https://t.co/lrfaF6q91O"  
[X Link](https://x.com/CANoilandgas/status/1884416429912437007)  2025-01-29T01:41Z [--] followers, [---] engagements


"NB Price Updates $ARX $ARX.TO $MEG $MEG.TO $VRN $VRN.TO"  
[X Link](https://x.com/CANoilandgas/status/1884965570145087804)  2025-01-30T14:03Z [--] followers, [----] engagements


"$ARX.TO $ARX ARC Resources Q4 Report Just Dropped [--] Must-See Charts https://t.co/6kF96VnoXH ARC Resources Q4 Report Just Dropped [--] Must-See Charts https://t.co/6kF96VnoXH"  
[X Link](https://x.com/CANoilandgas/status/1888946333622378710)  2025-02-10T13:41Z [--] followers, [---] engagements


"A LOT of shaking & moving in $NNRG last month. Much like he confirmed on @inthemoneypod he dumped $TOU.TO in favour of US #natgas. Increased $PEY.TO though"  
[X Link](https://x.com/CANoilandgas/status/1889341052026257491)  2025-02-11T15:49Z [--] followers, [---] engagements


"$MEG.TO $ARX.TO 🫶 Weekly video update: [--] minute overview on oil and natural gas macro and why we believe ongoing meaningful share buybacks will rerate energy stock valuations: https://t.co/0MJYhtRxOc https://t.co/YiC6tZA5KV Weekly video update: [--] minute overview on oil and natural gas macro and why we believe ongoing meaningful share buybacks will rerate energy stock valuations: https://t.co/0MJYhtRxOc https://t.co/YiC6tZA5KV"  
[X Link](https://x.com/CANoilandgas/status/1890472525315846330)  2025-02-14T18:45Z [---] followers, [----] engagements


"Not a TA expert but $WTI $OIL $CL has been making lower highs for over two years now seems not great @trend_bullish"  
[X Link](https://x.com/JohnSmith80A/status/1998763599624548818)  2025-12-10T14:35Z [--] followers, [---] engagements


"@ShaleTier7 Considering their 5B market cap and the 3B price that would essentially double Peyton production do you think they can pull off buying the whole thing I assume they cant do it with all debt and would for sure need a bought deal of some sort and the stock is at [--] week highs"  
[X Link](https://x.com/CANoilandgas/status/2018959122972999862)  2026-02-04T08:05Z [--] followers, [---] engagements


"Glad I dumped this name a few months ago this stock will get crushed today $ARX $ARX.TO Would expect a number of price and ratings downgrades shortly"  
[X Link](https://x.com/anyuser/status/2019741821857931506)  2026-02-06T11:55Z [--] followers, [----] engagements


"$ARX $ARX.TO downgrades"  
[X Link](https://x.com/anyuser/status/2020854412818661517)  2026-02-09T13:36Z [--] followers, [---] engagements


"Screening for Canadian high-quality dividend growth leaders $WCP.TO $FRU.TO $PEY.TO"  
[X Link](https://x.com/anyuser/status/2022652191241023714)  2026-02-14T12:40Z [--] followers, [----] engagements


"$ARX $ARX.TO downgrades"  
[X Link](https://x.com/anyuser/status/2020854412818661517)  2026-02-09T13:36Z [--] followers, [---] engagements


"Glad I dumped this name a few months ago this stock will get crushed today $ARX $ARX.TO Would expect a number of price and ratings downgrades shortly"  
[X Link](https://x.com/anyuser/status/2019741821857931506)  2026-02-06T11:55Z [--] followers, [----] engagements


"See here what that money could potentially be used for. $SCR.TO https://x.com/RazorOil/status/2018716981936242816 Think for me this was just some accounting shenanigans by WEF they took this as a ROC so 70% of the money about 1.5B just went to their coffers likely for another transaction like Connacher. $SCR.TO https://x.com/RazorOil/status/2018716981936242816 Think for me this was just some accounting shenanigans by WEF they took this as a ROC so 70% of the money about 1.5B just went to their coffers likely for another transaction like Connacher. $SCR.TO"  
[X Link](https://x.com/anyuser/status/2019042654433206618)  2026-02-04T13:37Z [--] followers, [---] engagements


"Think for me this was just some accounting shenanigans by WEF they took this as a ROC so 70% of the money about 1.5B just went to their coffers likely for another transaction like Connacher. $SCR.TO Strathcona Resources Ltd I have never owned this name - you guys like getting paid or would you have preferred different stadegy $scr.to https://t.co/0bJYotzXK6 Strathcona Resources Ltd I have never owned this name - you guys like getting paid or would you have preferred different stadegy $scr.to https://t.co/0bJYotzXK6"  
[X Link](https://x.com/anyuser/status/2019042292473147845)  2026-02-04T13:36Z [--] followers, [---] engagements


"Strathcona Resources Ltd I have never owned this name - you guys like getting paid or would you have preferred different stadegy $scr.to"  
[X Link](https://x.com/anyuser/status/2003524059846574151)  2025-12-23T17:52Z 29.7K followers, 11.7K engagements


"Top QARP Picks $PEY.TO $ATH.TO $SU.TO"  
[X Link](https://x.com/anyuser/status/2019035127603667277)  2026-02-04T13:07Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing