#  @EnergyInvest0r EnergyInvestor
EnergyInvestor posts on X about $pey, $peyto, $arx, $tve the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
### Engagements: [--] [#](/creator/twitter::1498014458773483520/interactions)
- [--] Week [-----] -54%
- [--] Month [------] -31%
- [--] Months [-------] +94%
- [--] Year [-------] +148%
### Mentions: [--] [#](/creator/twitter::1498014458773483520/posts_active)
- [--] Week [--] -53%
- [--] Month [--] +13%
- [--] Months [---] +129%
- [--] Year [---] +125%
### Followers: [------] [#](/creator/twitter::1498014458773483520/followers)
- [--] Week [-----] +0.13%
- [--] Month [-----] +2%
- [--] Months [-----] +23%
- [--] Year [-----] +50%
### CreatorRank: [---------] [#](/creator/twitter::1498014458773483520/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 54.82% [stocks](/list/stocks) 26.32% [countries](/list/countries) 2.63% [cryptocurrencies](/list/cryptocurrencies) 1.75% [technology brands](/list/technology-brands) 0.88%
**Social topic influence**
[$pey](/topic/$pey) #4, [$peyto](/topic/$peyto) #6, [$arx](/topic/$arx) 16.23%, [$tve](/topic/$tve) 15.35%, [$cve](/topic/$cve) 14.47%, [arx](/topic/arx) 13.16%, [$cveto](/topic/$cveto) 13.16%, [in the](/topic/in-the) 12.72%, [$arxto](/topic/$arxto) 12.72%, [$tveto](/topic/$tveto) 12.72%
**Top accounts mentioned or mentioned by**
[@kevinagraham](/creator/undefined) [@mackslann](/creator/undefined) [@garquake](/creator/undefined) [@bubleqe](/creator/undefined) [@bb19043](/creator/undefined) [@assettraveller](/creator/undefined) [@emmpeethree](/creator/undefined) [@colesmead](/creator/undefined) [@notjaso79646447](/creator/undefined) [@shaletier7](/creator/undefined) [@jleqc](/creator/undefined) [@westpine613](/creator/undefined) [@mythmakrr](/creator/undefined) [@johnfah02915795](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@avionsunantiqu1](/creator/undefined) [@razoroil](/creator/undefined) [@louisro96503649](/creator/undefined) [@ramintp](/creator/undefined)
**Top assets mentioned**
[Accelerant Holdings (ARX)](/topic/$arx) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Nova Minerals Limited (NVA)](/topic/$nva) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [Veren Inc. (VRN)](/topic/$vrn) [Caduceus Protocol (CAD)](/topic/$cad) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Born in [--] (19)](/topic/$19)
### Top Social Posts
Top posts by engagements in the last [--] hours
"On Aug [--] [----] Crew shareholders got a 🔥 news item that TOU has acquired Crew at a 72% premium. Unfortunately the payment was in lemon shares rather than cash so the next decision for shareholders was critical. 1/ $PEY $PEY.TO $TOU $TOU.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2021682586997707158) 2026-02-11T20:27Z [----] followers, [----] engagements
"Where do I send my refund on account of the fact that Peyto has no Montney acerage and therefore does not deserve to appreciate in value $PEY $PEY.TO #COM #OOTT https://x.com/i/status/2021675677720674564 $PEY.TO new 52W high https://t.co/F2IMytqJBY https://x.com/i/status/2021675677720674564 $PEY.TO new 52W high https://t.co/F2IMytqJBY"
[X Link](https://x.com/EnergyInvest0r/status/2021685304877367610) 2026-02-11T20:38Z [----] followers, [----] engagements
"As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1856382835403436133) 2024-11-12T17:05Z [----] followers, 27K engagements
"@Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan. https://x.com/EnergyInvest0r/status/1856382835403436133t=IePT_h3meUOtSnF03whOkw&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a"
[X Link](https://x.com/anyuser/status/1856706578852073791) 2024-11-13T14:31Z [----] followers, 35.4K engagements
"Obsidian Energy bought back 412k shares in August and completed their NCIB. They bought back 10.34% of outstanding shares in [----] 🥇. Any further buybacks in the next [--] months (before March 2026) would need to come by way of an SIB. $OBE $OBE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1963654595420340539) 2025-09-04T17:25Z [----] followers, [----] engagements
"ARC Resources bought back 0.96M shares in August. So far it has been a fairly underwhelming [----] for returns especially given Attachie [----] in-service but there's a 1/3rd of the year to go. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1963665612414357929) 2025-09-04T18:08Z [----] followers, [----] engagements
"Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1"
[X Link](https://x.com/anyuser/status/1981176585060557294) 2025-10-23T01:51Z [----] followers, 14.8K engagements
"ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1986506743388463160) 2025-11-06T18:51Z [----] followers, [----] engagements
"ARC Resources bought back 2.8M shares in November. Very disappointing and underwhelming. I thought they would have hammered the buyback for November and December at the very least. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1996286272470491313) 2025-12-03T18:31Z [----] followers, [----] engagements
"I hope the Permian gets its ass blasted hard. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/i/status/2015447279029678170 Think I've seen enough to conclude this is a repeat of '13-'14 winter - persistent cold with no let-up over Eastern US/Great Lakes [--] week [--] weeks [--] month out across models. Hopefully Permian gets spared going forward. $natgas https://t.co/jUWfeTIBq5 https://t.co/IWu9SWKDyS https://x.com/i/status/2015447279029678170 Think I've seen enough to conclude this is a repeat of '13-'14 winter - persistent cold with no let-up over Eastern US/Great Lakes [--] week [--] weeks [--] month out across"
[X Link](https://x.com/EnergyInvest0r/status/2015482612442173813) 2026-01-25T17:51Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 1.43M shares in January. With WCS prices (and the SP) where they are I would expect the buyback pace to be closer to the 2H [--] pace than that of 1H [--]. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2018375860223406339) 2026-02-02T17:27Z [----] followers, [----] engagements
"@jleqc @Kevin_AGraham @AssetTraveller @Westpine613 @garquake @mythmakrr Peyto was not fucked without Repsol. They would have had a much bigger dividend much lower debt much higher FCF and not grown as much. The SP would have appreciated considerably. It was fait accompli just like that TOU would have a shitty numerous years given overvalued SP"
[X Link](https://x.com/EnergyInvest0r/status/2021215241418293731) 2026-02-10T13:30Z [----] followers, [--] engagements
"Saturn Oil and Gas starts the year strong with 1.6M shares bought back in January. I don't own nor do I plan to own this name in the future I've just started covering buybacks at the request of a friend. $SOIL $SOIL.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2021367493898666281) 2026-02-10T23:35Z [----] followers, [----] engagements
"@Johnfah02915795 @VanIsleInvestor An overvalued "good company" is a stupid investment an undervalued good company typically a great one. So it's a matter of timing but not *lucky* timing. Applying basic finance showed years ago that $TOU SP was a ripoff and $PEY was dirt cheap. It wasn't a coin-flip win"
[X Link](https://x.com/EnergyInvest0r/status/2022350699837952399) 2026-02-13T16:42Z [----] followers, [--] engagements
"And that wraps up [----]. For the largest dry gas names (70%+ NG) Peyto finished the year w/ the best performance (+40.2%). Great to see that dry gas names spent [----] getting closer to their fair values. Here's to a great [----] 🍻 $PEY $TOU $BIR $AAV https://x.com/i/status/1985340152714027015 On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan & should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/8 $PEY.TO #COM #OOTT https://t.co/eu5LWODluf"
[X Link](https://x.com/EnergyInvest0r/status/2006516149559886078) 2026-01-01T00:01Z [----] followers, [----] engagements
"ARC Resources bought back 1.3M shares in Dec. They did not return 100% of '25 FCF as they reiterated they would every single quarterly conference call. A silver lining is the SP just got rocked - maybe they will deploy the returns shortfall right now. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2009054294356689219) 2026-01-08T00:07Z [----] followers, [----] engagements
"It's ok to say it folks. The emperor has no clothes. $TOU $TOU.TO https://x.com/i/status/2010359663766933518 @emmpeethree Current 5Yr HH strip is $3.50. That isnt going to pay the bills. $TOU [--] year FCF yield is almost equal to $PEY [--] year FCF yield. Outperformance looks fairly certain again in [----]. Valuations matter 🫡 https://t.co/hcdJIFjuMp https://x.com/i/status/2010359663766933518 @emmpeethree Current 5Yr HH strip is $3.50. That isnt going to pay the bills. $TOU [--] year FCF yield is almost equal to $PEY [--] year FCF yield. Outperformance looks fairly certain again in [----]. Valuations"
[X Link](https://x.com/EnergyInvest0r/status/2010377195555094938) 2026-01-11T15:44Z [----] followers, 10.9K engagements
"ARC Resources bought back 250k shares in January. Something tells me they don't feel that their SP is a bargain right now. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2018419311107363091) 2026-02-02T20:20Z [----] followers, [----] engagements
"✅ $GOOGL $GOOG https://x.com/i/status/2022088734116917735 Been told the initial cost basis for the 6th generation Waymo vehicles sourced from China and fully fitted comes to under $75000 but was not given an exact figure. This price may still have room to come down. It is a substantial reduction from 5th generation at $110000 and https://t.co/IbzzAd0ewE https://x.com/i/status/2022088734116917735 Been told the initial cost basis for the 6th generation Waymo vehicles sourced from China and fully fitted comes to under $75000 but was not given an exact figure. This price may still have room to"
[X Link](https://x.com/EnergyInvest0r/status/2022381279245705455) 2026-02-13T18:44Z [----] followers, [---] engagements
"TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19 https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19"
[X Link](https://x.com/anyuser/status/1907050229125312684) 2025-04-01T12:39Z [----] followers, 10.5K engagements
"Tamarack Valley Energy bought back 4.4M shares in March. In the first [--] months of [----] TVE has bought back as much of the company as in the first 7+ months of [----]. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1907050229125312684t=sIyyg_dkXswYER7rPhFtEw&s=19 TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://t.co/boPhr9e0lu https://t.co/UFQg5poedL"
[X Link](https://x.com/anyuser/status/1907077251868319764) 2025-04-01T14:27Z [----] followers, [----] engagements
"MEG Energy bought back 3.1M shares in March. They bought back as much of the company in the first [--] months of [----] as in the first [--] months of [----]. And remember no dividend this time last year and almost no growth capex. $MEG $MEG.TO #COM #OOT"
[X Link](https://x.com/anyuser/status/1907518540069896243) 2025-04-02T19:40Z [----] followers, [----] engagements
"ARC Resources bought back 3.95M shares in March. Their [----] buybacks will likely surpass their [----] full year buybacks in the next month or two. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1907890216419078265) 2025-04-03T20:17Z [----] followers, [----] engagements
"Today I made major changes in my O&G portfolio. ✅ Liquidated: $ARX $CPG 1/2 of $NVA. ✅ Replaced with a shitton of $PEY Last week has been rough for all [--] SPs but it has only been rough for projected earnings on [--] of the [--] producers. /1"
[X Link](https://x.com/anyuser/status/1910149369312985299) 2025-04-10T01:54Z [----] followers, [----] engagements
"Cenovus Energy bought back 5.04M shares in March (I am crediting them the pro-rated 4M preferred shares each in February and March). FYI it's full speed ahead on their ambitious growth projects - they won't pause/delay any of it 🍻. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1910496287981555862) 2025-04-11T00:53Z [----] followers, [----] engagements
"Peyto continuing to drill across Repsol land base which was not touched for years prior to acq. Indicates that they're continuing to see quality across a wide range of locations & should result in another scorching reserves report [--] months from now.🍻 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1911766714422792434) 2025-04-14T13:01Z [----] followers, [----] engagements
"As Henry Hub dips below $3 a reminder that Peyto has completely hedged HH Q2 & Q3 and has [--] exposure (hedged at $US3.80). Only 29% of their US denominated exposure is left floating - mainly Dawn/Malin/Chicago). Revenue secured. For better or worse $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1914742199863959654) 2025-04-22T18:04Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 3.9M shares in April. YTD equal what they bought through to end of August for [----]. Broken record but I can't emphasize enough that they are lowballing their [----] prod guidance. Waterflood prod looking phenomenal. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1918323864054235175) 2025-05-02T15:17Z [----] followers, [----] engagements
"We told you to keep an eye out on Venezuela and we were right. Oil exports down 200k/d in April vs March; total product exports down 300k/d. But remember this is not necessarily bullish https://x.com/EnergyInvest0r/status/1877758511217586259t=Q8C_w6F_opAUQe7szbvcYQ&s=19 Keep an eye out on Venezuela. #OIL #COM #OOTT https://t.co/iheKC9jx82 https://x.com/EnergyInvest0r/status/1877758511217586259t=Q8C_w6F_opAUQe7szbvcYQ&s=19 Keep an eye out on Venezuela. #OIL #COM #OOTT https://t.co/iheKC9jx82"
[X Link](https://x.com/anyuser/status/1919755855093747784) 2025-05-06T14:07Z [----] followers, [----] engagements
"ARC Resources bought back 0.96M shares in April. They have not been returning even close to all their FCF. Perhaps they catch up over the rest of the year - they mentioned they would in their Q1 call. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1919799685050454196) 2025-05-06T17:01Z [----] followers, [----] engagements
"MEG Energy bought back a paltry 448k shares in April. I know they have a turnaround which started late April - still too low. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1920791345054056879) 2025-05-09T10:41Z [----] followers, [----] engagements
"$19 has been breached. $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX"
[X Link](https://x.com/anyuser/status/1920931907627340119) 2025-05-09T20:00Z [----] followers, [----] engagements
"Despite heavy Q2 upstream & downstream turnarounds Cenovus bought back 9.38M shares in April close to what it bought back in all of Q1. Important note they also continued the 0.5M/d buyback pace in the beginning of May. Q2 dividend was raised by 11%. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1920954773580272015) 2025-05-09T21:31Z [----] followers, [----] engagements
"A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows 19.1M shares @ $24.04. Prior to going public with the bid SCR was.underwaterous on the purchases that they bought just months earlier. More importantly makes it highly likely they will bid higher"
[X Link](https://x.com/anyuser/status/1925383201251283243) 2025-05-22T02:48Z [----] followers, [----] engagements
"ARC Resources bought back 432k shares in May. Likely due to the negotiation of the $SCR Kakwa deal 🤞but buybacks have been lower than expected for all but 1/5 months YTD. That said CFO reiterated they are still going to return 100% of FCF for the year. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1930657106077561135) 2025-06-05T16:04Z [----] followers, [----] engagements
"Cenovus bought back 6.93M shares in May which includes 3M preferred shares (6M total which I'm splitting equally over May and June). Given Q2 has very large upstream + downstream turnarounds a very healthy returns quarter so far. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1932549719903121652) 2025-06-10T21:25Z [----] followers, [----] engagements
"We got lucky Kevin https://x.com/Kevin_AGraham/status/1933178572904292710t=cb6sxVolOMSDsLl7ytyPAg&s=19 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j https://x.com/Kevin_AGraham/status/1933178572904292710t=cb6sxVolOMSDsLl7ytyPAg&s=19 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j"
[X Link](https://x.com/anyuser/status/1933182807976886647) 2025-06-12T15:21Z [----] followers, [----] engagements
"7 year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT"
[X Link](https://x.com/anyuser/status/1937290010182758545) 2025-06-23T23:21Z [----] followers, [----] engagements
"ARC Resources bought back 1.37M shares in June. Half a year in they've almost matched the buybacks for all of [----] - although last year's buybacks were quite modest. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1941191496130232715) 2025-07-04T17:44Z [----] followers, [----] engagements
"@plutusofcrete89 @BB19043 @Kevin_AGraham That's a different question. Higher cost lower quality operators often have more torque. But.if your thesis is NG will 🚀 then you might as well buy NG futures instead of investing in lower quality operators. I don't have a NG price thesis so I don't do that personally"
[X Link](https://x.com/EnergyInvest0r/status/1942930343549370628) 2025-07-09T12:54Z [----] followers, [--] engagements
"Cenovus bought back 6.91M shares in June (including pro-rated 3M prefs). Very good Q2 returns given huge upstream + downstream T/A 👍. Still hoping they hit my 5-7% '25 buybacks target but '25 cracks + wti + growth capex + SK 💣will make it tough. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1943444126395175124) 2025-07-10T22:56Z [----] followers, [----] engagements
"We're gonna need a bigger Y-axis. 728bbl/d in month [--] of this monster's production. Month [--] was 572bbl/d. This is starting to get ridiculous. Will June will be peak production month $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1937290010182758545t=PENy6jtKPusQFbb3zaSNkA&s=19 [--] year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT https://t.co/FHcZHxiwIg https://x.com/EnergyInvest0r/status/1937290010182758545t=PENy6jtKPusQFbb3zaSNkA&s=19 [--] year old $TVE well now under waterflood. It has"
[X Link](https://x.com/anyuser/status/1948064312020369626) 2025-07-23T16:54Z [----] followers, [----] engagements
"Again Peyto king of (profitable) Canadian NG had another fabulous year - Tourmaline another rough one. First things first.please consider: ✅Mike is an A+ leader ❌Mike is a god therefore any price for TOU is a no brainer $TOU $PEY #COM #OOTT 1/ https://x.com/EnergyInvest0r/status/1816642924269982060t=tkQPKrD7mgmOwKtEwYJmZA&s=19 You're welcome 😉 A year flies by quick. With reinvested dividends result is 1.53x more cash Choose your own vehicle but in my opinion. ✅Mike is an A+ leader ❌Mike is a god therefore any price for TOU is a no brainer no matter what 1/2 https://t.co/D73HTLcsHw"
[X Link](https://x.com/anyuser/status/1948753202096095620) 2025-07-25T14:32Z [----] followers, [----] engagements
"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan and should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/7 #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan."
[X Link](https://x.com/anyuser/status/1949976533373792572) 2025-07-28T23:33Z [----] followers, 13.2K engagements
"ARC Resources bought back 1M shares in July. They are now above their [----] buybacks though [----] was a very low buybacks year for them. Their Q2 PR point to a much higher buyback rate for 2H vs 1H though 🤞. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1953181565208674392) 2025-08-06T19:49Z [----] followers, [----] engagements
"Obsidian Energy bought back 615k shares in July. They have 500k left on the current NCIB. Not much to be said - king of [----] buybacks. An SIB before end of year is definitely a possibility. $OBE $OBE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1953490424456192500) 2025-08-07T16:16Z [----] followers, [----] engagements
"@Cole_Smead I'm a MEG shareholder and I easily see a path forward stand-alone. Management has done a phenomenal job Since Derek Evans (now retired) took over and barring a low $30/sh offer I'm hoping we get the chance to grow the asset buy back shares and see the lay of the land in 2028"
[X Link](https://x.com/anyuser/status/1953813273364529192) 2025-08-08T13:39Z [----] followers, [----] engagements
"Cenovus bought back 6.57M shares in July. Capex rolls off after Q3 (and Narrows ramps further) so we will see where things go end of year. I'm still looking to land at 5-7% for the year (bottom of range now) but MEG question can blow all this up 😂. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1953918197242921165) 2025-08-08T20:36Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1954560275618635942) 2025-08-10T15:07Z [----] followers, [----] engagements
"Tamarack Valley Energy filed their July buybacks late this month - I believe the 10th is the TSX deadline Anyway they bought back a solid 2.06M shares to go with the dividend on top of the Woodcote purchase 🍻 $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1954560275618635942t=RwZlPyL1jYVHzxYNlHt4tw&s=19 Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1955039637480804686) 2025-08-11T22:52Z [----] followers, [----] engagements
"Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19 https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19"
[X Link](https://x.com/anyuser/status/1960477797622690088) 2025-08-26T23:01Z [----] followers, [----] engagements
"Less sexy as this is not a gusher but a nice bread and butter waterflood well. March [----] waterflood start. Roughly [--] months later production stopped declining (105bbl/d) and started slowly inclining. Producing 227bbl/d in July 🍻. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1960534018937471463) 2025-08-27T02:45Z [----] followers, [----] engagements
"With solid power prices this eve today Peyto is receiving $5-7/GJ for their volumes to Cascade Power w/ [--] transport costs. Contrast this w/ July 75c/GJ AECO (and subtract 20c for transport). Crank those ACs Alberta 🍻 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1960547325044036027) 2025-08-27T03:38Z [----] followers, [----] engagements
"@avionsunantiqu1 @emmpeethree @emmpeethree throwing shade at $OBE"
[X Link](https://x.com/EnergyInvest0r/status/1961928088830222469) 2025-08-30T23:04Z [----] followers, [--] engagements
"Tamarack Valley Energy bought back 1.865M shares in August. They've now reached the lower end of my 5-7% target for the year. Next [--] months likely get us to upper half of that range. Hard to see exceeding 7% for the yr given allocation to debt & divy. 🍻 $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1962897631312576886) 2025-09-02T15:17Z [----] followers, [----] engagements
"The present doesn't look all that bad to me $PEY $PEY.TO #COM #OOTT https://x.com/RealPeterLinder/status/1963609212409540989t=omocxSkYQYtHwGpJv3SrBw&s=19 See bellow. Interesting observations on natural gas: the current situation vs. The expected future situation. I live in the present. https://t.co/R8ET9hjsAM https://x.com/RealPeterLinder/status/1963609212409540989t=omocxSkYQYtHwGpJv3SrBw&s=19 See bellow. Interesting observations on natural gas: the current situation vs. The expected future situation. I live in the present. https://t.co/R8ET9hjsAM"
[X Link](https://x.com/anyuser/status/1963675616722489411) 2025-09-04T18:48Z [----] followers, [----] engagements
"Cenovus bought back 11.5M shares in August (inferred amount from today's PR). Highest month of the year Unless they acquire MEG clear sailing from here as far as my 5-7% buyback estimate for the year. Q4 will have high production and lower capex. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1965473942136914398) 2025-09-09T17:54Z [----] followers, [----] engagements
"'member when CIBC said our ND would be $1.327B at the end of '25 Kicker is they thought we would pay down $10M in [--] Qs 😂. Anyway down $100M in *4* Qs (along with $260M in dividends and 7.7% growth) at MUCH worse pricing $PEY $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1825319983997485180t=sFvS8WhK2Ubh8O_WO2U3mA&s=19 CIBC = 🤡 https://t.co/1uq5WQCrRX https://x.com/EnergyInvest0r/status/1825319983997485180t=sFvS8WhK2Ubh8O_WO2U3mA&s=19 CIBC = 🤡 https://t.co/1uq5WQCrRX"
[X Link](https://x.com/EnergyInvest0r/status/1965486694997848099) 2025-09-09T18:45Z [----] followers, [----] engagements
"This TVE waterflood well is just wild. The step change from May to June was huge but now it took a second large step change from July to August. 840bbl/d for the month - I believe this is a Clearwater waterflood record. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1960477797622690088t=fsM7N1HgCgChDsA1MNR55g&s=19 Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://t.co/ceqFH7bzTb https://t.co/1WAwTAa0FX"
[X Link](https://x.com/anyuser/status/1970114763418964037) 2025-09-22T13:15Z [----] followers, [----] engagements
"Peyto benefitted +$3.70/GJ on their AECO hedges yesterday. They likely shut in some of their gas and used an unhedged producer's volumes to fulfill a portion of their contract too. Thank you for your attention to this matter 🫡 $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1970474650632397024t=QZ-PhcZkofInG0mBu3zh9g&s=19 @BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥 https://t.co/mPLs5DbzYU"
[X Link](https://x.com/anyuser/status/1970510162453766570) 2025-09-23T15:26Z [----] followers, [----] engagements
"ARC Resources bought back 4.415M shares in September. Good improvement - that said even if they continue this pace it will have been a disappointing [----] total. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1974435867541565869) 2025-10-04T11:26Z [----] followers, [----] engagements
"We should see a repeat of '24 with a modest dividend increase by TVE w/ their Q3 results. Likely a bump from 1.275c/month to 1.3c. Allows them to be screened as a growing divy payer while reducing total divypayments (via NCIB). $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1973440997708407192t=yTIJ8fF0mFAJVUP-OokYhQ&s=19 Tamarack Valley Energy bought back 2.81M shares in September. It's good to see them still buying back at a brisk pace - despite the runup still very undervalued vs $HWX. With [--] months to go breaching my 5-7% buyback target is a (slight) possibility. $TVE $TVE.TO"
[X Link](https://x.com/EnergyInvest0r/status/1975258265639645224) 2025-10-06T17:54Z [----] followers, [----] engagements
"Cenovus bought back 20.99M shares in September. Of note in Q3 Cenovus bought back more than 1/4th of the shares outstanding that they will (likely) issue to purchase $MEG. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1976785109111259392) 2025-10-10T23:01Z [----] followers, [----] engagements
"It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1976788271956213836) 2025-10-10T23:13Z [----] followers, [----] engagements
"CVE is literally in the middle of increasing internal production by 150kboe/d by [----] and that's still moving ahead. They're also gonna grow their $MEG asset from 110k/d ceiling post closing to a 150k/d ceiling. $CVE $CVE.TO #COM #OOTT https://x.com/OilandEnergy/status/1978487304684544152t=9CD9LArAiz54MuvzFYt20g&s=19 Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus"
[X Link](https://x.com/anyuser/status/1978493821458526493) 2025-10-15T16:11Z [----] followers, [----] engagements
"@Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
[X Link](https://x.com/anyuser/status/1980706245192610216) 2025-10-21T18:42Z [----] followers, 17.4K engagements
"Just sold my whole $MEG stake for $30.01. Other than COVID buys I've only ever added $CVE in the low $20s or lower so it seemed insane to be effectively adding at $24 with $62 WTI. Proceeds all going to pay down a portion of my margin room for now. https://x.com/EnergyInvest0r/status/1976788271956213836t=AAwtWCqBZ6Uyy9fqVjGzwA&s=19 It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1982811068549218560) 2025-10-27T14:06Z [----] followers, [----] engagements
"Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html"
[X Link](https://x.com/EnergyInvest0r/status/1983483142146298340) 2025-10-29T10:36Z [----] followers, [----] engagements
"To me this is the most important part of the report. $TVE $TVE.TO #COM #OOTT /1 https://x.com/EnergyInvest0r/status/1983483142146298340t=CK5mbYbgYrPwoHibNcDYkg&s=19 Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://t.co/l68ERFZbjW https://x.com/EnergyInvest0r/status/1983483142146298340t=CK5mbYbgYrPwoHibNcDYkg&s=19 Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://t.co/l68ERFZbjW"
[X Link](https://x.com/anyuser/status/1983513844971422064) 2025-10-29T12:38Z [----] followers, [----] engagements
"Kevin you just got lucky The deletions and excuses shall flow at a very steady rate; they always do. And the willing will of course believe the narratives because they badly want to believe em. $PEY.TO $TOU.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1983614704212963569t=dp5VKAwzg_WsqtCjcI1sdQ&s=19 Thanks Michael 🫶 Im mentally challenged but live rent free. Got it 😂 This is the only thesis I care about 1yr Total Returns: $PEY.to +41.4% $TOU.to -1.4% https://t.co/0NH7V5Xx3K https://x.com/Kevin_AGraham/status/1983614704212963569t=dp5VKAwzg_WsqtCjcI1sdQ&s=19 Thanks Michael 🫶 Im mentally"
[X Link](https://x.com/EnergyInvest0r/status/1983696427193954651) 2025-10-30T00:44Z [----] followers, [----] engagements
"$CVE with a great earnings report and it's not even [----] yet 😉. The flood of Cenovus project completions is coming. $CVE $CVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1892619742373871948t=Wv8PHjUnuh1HaA9JCY43tQ&s=19 https://www.cenovus.com/News-and-Stories/News-releases/2025/3178198 [----] - Terry ($ARX) needs to be fired. [----] - Brian ($TVE) needs to be fired. [----] - Jon ($CVE) needs to be fired. Pretend you didn't say it for the old and keep it coming for the new 😉. I love it #COM #OOTT https://x.com/EnergyInvest0r/status/1892619742373871948t=Wv8PHjUnuh1HaA9JCY43tQ&s=19"
[X Link](https://x.com/anyuser/status/1984251617311658295) 2025-10-31T13:30Z [----] followers, [----] engagements
"That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅. https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19 https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19"
[X Link](https://x.com/anyuser/status/1985853569715544445) 2025-11-04T23:36Z [----] followers, [----] engagements
"9 days ago I said Tourmaline would be the next to cut and was accused of being in a cult. Today Tourmaline cut their dividend from 85c/Q to 75c/Q. 1/ https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊. https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
[X Link](https://x.com/anyuser/status/1986208846692687986) 2025-11-05T23:07Z [----] followers, 16.6K engagements
""You're gonna live with me now.I'm gonna take care of you.cuz I love you ❤." $TOU $TOU.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1986285477771813101t=DlnI9XPAP0MCIBqpqd6nOA&s=19 $TOU Q3 [----] CFPS - $1.85/sh TD & Consensus - $1.98/sh & $1.95/sh The cultists respond: ✅ Dont need FCF ✅ No dividend cut ✅ FCF can be gamed ✅ Focus on [----] You cant make this up 🤷♂ Just admit it was a tough quarter instead of embarrassing yourself 🤦 https://t.co/JpqTY4JA3G https://x.com/Kevin_AGraham/status/1986285477771813101t=DlnI9XPAP0MCIBqpqd6nOA&s=19 $TOU Q3 [----] CFPS - $1.85/sh TD & Consensus -"
[X Link](https://x.com/EnergyInvest0r/status/1986473207197515936) 2025-11-06T16:38Z [----] followers, [----] engagements
"I've liquidated $NVA and bought $ARX. Had no idea what to do with the cash but along came a 10% discount in [--] days. Will likely never ever beat my NVA trade. Nor will I likely ever be as scared of owning something like that again. What a journey. /1 https://x.com/EnergyInvest0r/status/1985853569715544445t=6kx-YNbAiAzpiFDLjkkWDQ&s=19 That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅."
[X Link](https://x.com/anyuser/status/1986838415833186320) 2025-11-07T16:49Z [----] followers, [----] engagements
"I actually think all else equal $WCP is still a better buy here. But I think $ARX is on the clock and is either lowballing the Attachie '26 expectations (30k/d) or is going to be under a reasonable amount of pressure to get CPGd in the next 18-24 months. /2"
[X Link](https://x.com/EnergyInvest0r/status/1986839586530852990) 2025-11-07T16:54Z [----] followers, [----] engagements
"Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1986506743388463160t=gr4pBLAluRFx7aGHEB8XmA&s=19 ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT https://t.co/RXToZ3wHyZ"
[X Link](https://x.com/anyuser/status/1986885621646848179) 2025-11-07T19:57Z [----] followers, [----] engagements
"Additionally $ARX needs to aggressively defend the SP from the wolves. $CPG had an idiotic dividend/mgmt team in the way. FAFO. $MEG took a cautious buyback approach during their turnaround. FAFO. Won't be shocked if [----] buybacks are front-loaded. https://x.com/EnergyInvest0r/status/1986885621646848179t=lAfmduxvRTARvmVcOgNAGg&s=19 Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://t.co/CXHsLYWSUh https://t.co/tIhYEkuSLe"
[X Link](https://x.com/anyuser/status/1986888529130246426) 2025-11-07T20:08Z [----] followers, [----] engagements
"Cenovus bought back 20.9M shares in October. With [--] months remaining in [----] they've entered my lower range of 5-7% buybacks for the year. Unpredictable how they finish [----] given that they don't have a black and white post-MEG FCF allocation plan. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1988033502319661314) 2025-11-10T23:58Z [----] followers, [----] engagements
"The best dry gas name in Canada just reported their earnings. 🚀🫡 $PEY $PEY.TO #COM #OOTT https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html"
[X Link](https://x.com/anyuser/status/1989092963327312107) 2025-11-13T22:08Z [----] followers, [----] engagements
"An absolutely monstrous YoY improvement. Net debt will from here be smashed hard Q after Q while growing production 7-8%/yr & paying a dividend other dry gas names can only dream about. Repsol acquisition digested. The Deep Basin Advantage cometh 🍻. $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1989098381340471407) 2025-11-13T22:29Z [----] followers, [----] engagements
"@Kevin_AGraham Highest margins on an absolutely miserable NG quarter and year(s) for WCSB NG. The Peyto team has completely disconnected us from the reality of producing and selling NG in Alberta. Amazing work pushing the limits both on the top and bottom line at the same time"
[X Link](https://x.com/anyuser/status/1989337017721704778) 2025-11-14T14:17Z [----] followers, [----] engagements
"Me an absolute Peyto degenerate checking my portfolio this morning with the prior knowledge that Peyto has only low quality non-Montney inventory. $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1989372300869943408) 2025-11-14T16:38Z [----] followers, [----] engagements
"$TOU $TOU.TO #COM #OOTT https://x.com/inthemoneypod/status/1990879050877813064t=FiUVq8VPIreNoqL3zJQYCg&s=19 https://x.com/inthemoneypod/status/1990879050877813064t=FiUVq8VPIreNoqL3zJQYCg&s=19"
[X Link](https://x.com/EnergyInvest0r/status/1991136478584357069) 2025-11-19T13:28Z [----] followers, [----] engagements
"Today's average spot prices at various NG hubs: Henry Hub: [----] Dawn: [----] Chicago Citygate: [----] Ventura: [----] Emerson: [-----] Malin: [----] Empress $CAD: [-----] AECO $CAD: [-----] Yesterday's AESO pool price $CAD: [------] 🚀 #COM #OOTT https://x.com/EnergyInvest0r/status/1990925349350220269t=LZWFM8L1_BI3OYLOajmfOw&s=19 Today's average spot prices at various NG hubs: Henry Hub: [----] Dawn: [---] Chicago Citygate: [----] Ventura: [---] Emerson: [----] Malin: [----] Empress: [----] CAD AESO Pool Price (Yesterday): [-----] CAD #COM #OOTT https://t.co/HIMjGY2d8D"
[X Link](https://x.com/EnergyInvest0r/status/1991290453853868051) 2025-11-19T23:40Z [----] followers, [----] engagements
"@RazorOil Embarrassing. Guy is lying to his followers about Peyto's payout ratio (88% so far for '25 will fall further by EoY). Info shared on one side and desperate attempts to lie about Peyto on the other. Absolutely Pathetic. Sad thing is some likely make decisions based on his lies"
[X Link](https://x.com/EnergyInvest0r/status/1991666314746720522) 2025-11-21T00:33Z [----] followers, [---] engagements
"Today's NG hub average spot prices: HH: [-----] Dawn: [-----] Chicago: [---] Ventura: [----] Emerson: [----] Malin: [---] Empress $CAD: [----] AECO $CAD: [----] Yesterday's AESO Pool Price ($CAD): [-----] #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO https://x.com/EnergyInvest0r/status/1993083902546878760t=mU44K6d1-sgrB03sNPQMRg&s=19 Today's average NG hub prices: HH: [-----] Dawn: [----] Chicago: [-----] Ventura: [----] Emerson: [-----] Malin: [----] Empress ($CAD): [----] AECO ($CAD): [----] AESO Pool Price Yesterday ($CAD): [-----] #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO"
[X Link](https://x.com/EnergyInvest0r/status/1993456853783879815) 2025-11-25T23:08Z [----] followers, [----] engagements
"People hoping for $PEY underperformance will not want to read TD's 🔥 report from yesterday. I thought about redacting $TOU numbers in order to put into practice my sensitivity training but F it. Just don't look at the right side of the charts 😂. $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1996591293489696910) 2025-12-04T14:43Z [----] followers, [----] engagements
"Today's NG hubs average spot price: HH: [----] Dawn: [----] Chicago: [----] Ventura: [----] Emerson: [-----] 🚀 Malin: [----] Empress: [-----] $CAD AECO: [-----] $CAD Yesterday's AESO pool price: [-----] $CAD #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO https://x.com/i/status/1998543188357951540 Today's NG hubs average spot price 🚀: HH [-----] Dawn [----] Chicago [----] Ventura [-----] Emerson [----] Malin [----] Empress ($CAD) [-----] AECO ($CAD) [----] Yesterday's AESO ($CAD) [-----] #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO https://t.co/ehr9UiZaDM https://t.co/bhPgTKERD7"
[X Link](https://x.com/EnergyInvest0r/status/1998900364209434736) 2025-12-10T23:39Z [----] followers, [----] engagements
"Obsidian Energy bought back 715k shares in December. Note Sept onwards (NCIB completed) were prepaid forward contracts were utilized - imo a shrewd way to continue buybacks without paying the SIB premium. Kudos to management. 14.8% bought back in [----] $OBE $OBE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2007153165142217075) 2026-01-02T18:13Z [----] followers, [----] engagements
"@Mackslann @LouisRo96503649 That was mid-day. Not sure if that was the settled price"
[X Link](https://x.com/EnergyInvest0r/status/2014497879583318164) 2026-01-23T00:38Z [----] followers, [--] engagements
"$PEY $PEY.TO #COM #OOTT https://x.com/i/status/2015834115371893174 Next Day natural gas prices $30 at Henry hub $120 in the NE $60 in the Midwest Even Dawn woke up to $60 $2.40 AECO Elbozos up https://x.com/i/status/2015834115371893174 Next Day natural gas prices $30 at Henry hub $120 in the NE $60 in the Midwest Even Dawn woke up to $60 $2.40 AECO Elbozos up"
[X Link](https://x.com/EnergyInvest0r/status/2015871492160970775) 2026-01-26T19:36Z [----] followers, [----] engagements
"Having produced 30-50bbl/d since September [----] this beauty has been brought back to life by the TVE team in the last couple of months now producing 372bbl/d in December. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2015901289415049543) 2026-01-26T21:34Z [----] followers, [----] engagements
"@notjaso79646447 @ShaleTier7 That said they didn't want to say how that looks going forward at the time other than the vague info that they make the decision so I have personally assume no Chicago exposure to the storm - no way to know unless they comment on the monthly report or the Quarterly PRs. /2"
[X Link](https://x.com/EnergyInvest0r/status/2016506197797400854) 2026-01-28T13:38Z [----] followers, [--] engagements
"@notjaso79646447 @ShaleTier7 For BIR info from them was that they do indeed just let their basis HH settle monthly as per default. They won't be too sad about receiving $6USD minus basis cost in Feb for those volumes based on current prices. It beats AECO handily at any rste great basis swap"
[X Link](https://x.com/EnergyInvest0r/status/2016506516308709788) 2026-01-28T13:39Z [----] followers, [--] engagements
"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan & should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/9 $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791s=20 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in"
[X Link](https://x.com/EnergyInvest0r/status/2016667630862569828) 2026-01-29T00:20Z [----] followers, [----] engagements
"Again since the proposed buyer was $TOU I'll compare them as its the supposed paragon of how it's done. Since $TOU has "no debt issues to worry about" it should smoke $PEY over time. FYI $TOU is free to buy PEY at fair value but it's not needed 2/9"
[X Link](https://x.com/EnergyInvest0r/status/2016667633026744729) 2026-01-29T00:20Z [----] followers, [---] engagements
"Cumulative FCF % + Growth: We finally have a full year. Peyto has brought 3x the FCF + growth per share vs Tourmaline. If you're still coping about why PEY is annihilating TOU SP hopefully a wakeup call if you think TOU will "catch up". It won't gonna get better this yr. 3/9"
[X Link](https://x.com/EnergyInvest0r/status/2016667641327288749) 2026-01-29T00:20Z [----] followers, [---] engagements
"Debt Paydown. As promised I've tried to bring more context as TOU's dividend is paltry compared to PEY's making PEY debt paydown even more impressive. I've "simulated" TOU's debt paydown if they had Peyto's dividend yield when this all started. 4/9 https://x.com/EnergyInvest0r/status/1985340180115358096s=20 Context lost above is PEY's divy yield is much higher. Next time I'll try to show directly how hard a time TOU would have to support Peyto's high yield. Maybe TOU needs to reduce the special divy again or sell more TPZ Ironic given how this quarterly thread came to be 7/8"
[X Link](https://x.com/EnergyInvest0r/status/2016667647132266757) 2026-01-29T00:20Z [----] followers, [---] engagements
"Last one is a new graph to replace the third old one. Two reasons: [--]. TOU's rough FCF performance broke the graph as TOU's FCF (and thus payout ratio) went negative. [--]. I wanted to show just how much TOU is struggling to juggle everything. 5/9"
[X Link](https://x.com/EnergyInvest0r/status/2016667653683720639) 2026-01-29T00:20Z [----] followers, [--] engagements
"1. We can see Peyto has little problem paying the dividend - even covering it during Q3 with negative NG prices. [--]. We can see Tourmaline failing to cover the dividend in all [--] quarters with an absolutely miserable showing in Q3. Low cost 🤔 6/9"
[X Link](https://x.com/EnergyInvest0r/status/2016667660902097232) 2026-01-29T00:20Z [----] followers, [--] engagements
"3. You can see how the reds (Peyto dividend and FCF) tower over the blues (Tourmaline dividend and FCF). [--]. You can pair Peyto FCF with TOU dividend to show how easy Peyto could pay TOU divy and vice versa to show how boned TOU would be. Finance Vibes + narratives. 7/9"
[X Link](https://x.com/EnergyInvest0r/status/2016667667373916291) 2026-01-29T00:20Z [----] followers, [---] engagements
"With AECO Feb $2.50CAD but Chicago $9.60USD Dawn $8.10USD Emerson (no access looks like $5-9USD) & most of HH additions hedged $4.50USD we can lock in November's marketing push as a Q1 A++. Get ready 🍻 Q4 💵 Q1 💵💵💵 $PEY $PEY.TO #COM #OOTT https://x.com/i/status/1981176585060557294 Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1 https://x.com/i/status/1981176585060557294"
[X Link](https://x.com/EnergyInvest0r/status/2017245288360968543) 2026-01-30T14:35Z [----] followers, [----] engagements
"Obsidian Energy off to a strong start having bought back 450k shares via prepaid forward contracts in January - the NCIB has already been completed and will renew in March. $OBE $OBE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/2018395173953183913) 2026-02-02T18:44Z [----] followers, [----] engagements
"@AssetTraveller They left hundreds of millions of FCF unspent from [----] and reiterated it's not going towards debt that it's all going to be returned. They also said they would be buying back stratrgically rather than as the money comes in. Not sure what other explanation there is"
[X Link](https://x.com/EnergyInvest0r/status/2018423511186804967) 2026-02-02T20:37Z [----] followers, [---] engagements
"@RaminTp @BB19043 Management isn't the problem. Commodity prices and Attachie are the problem"
[X Link](https://x.com/EnergyInvest0r/status/2018514115434861032) 2026-02-03T02:37Z [----] followers, [--] engagements
"@techwithpl If the sale happens your return is the sale price of the assets. You are in control in the mean time. They bought back 15% sharws last year. You can sell (100%/85% - 1) = 17% of your shares and still own the same % of the company. Make your own dividend if you need it"
[X Link](https://x.com/EnergyInvest0r/status/2018653043664060823) 2026-02-03T11:49Z [----] followers, [--] engagements
"💵 Google Cloud operating margin went from 23.7% to 30.1% QoQ 💵 Cloud backlog up 55% to $240B QoQ Another knockout quarter & year. If you want this company to return cash rather than to invest more of it you are insane. 🍻 $GOOGL $GOOG https://x.com/i/status/1985660302348665335 For every $1 of revenue added to Google Cloud in the last [--] months more than $0.43 went to operating income. Given the expanding size of the backlog lots more years of operating margin expansion coming from the current 23.7%. $GOOG $GOOGL https://t.co/ObKCCA6gqX https://t.co/WLRZ59kTg7"
[X Link](https://x.com/EnergyInvest0r/status/2019446358894125525) 2026-02-05T16:21Z [----] followers, [---] engagements
"@Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan. https://x.com/EnergyInvest0r/status/1856382835403436133t=IePT_h3meUOtSnF03whOkw&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a"
[X Link](https://x.com/anyuser/status/1856706578852073791) 2024-11-13T14:31Z [----] followers, 35.4K engagements
"As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1856382835403436133) 2024-11-12T17:05Z [----] followers, 27K engagements
"MEG Energy hammering the buyback to start the year buying back 2.93M shares. A very solid YoY increase as well. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1886928817643774026) 2025-02-05T00:04Z [----] followers, [----] engagements
"MEG Energy bought back 3.1M shares in March. They bought back as much of the company in the first [--] months of [----] as in the first [--] months of [----]. And remember no dividend this time last year and almost no growth capex. $MEG $MEG.TO #COM #OOT"
[X Link](https://x.com/anyuser/status/1907518540069896243) 2025-04-02T19:40Z [----] followers, [----] engagements
"Cenovus announces repurchase of 84% of its outstanding warrants at an effective SP of $22.18. Buybacks will slow down for a while but they just prevented 2.4% of dilution so this is effectively the same program. https://www.globenewswire.com/en/news-release/2023/06/14/2687878/0/en/Cenovus-announces-repurchase-of-84-of-its-outstanding-warrants.html https://www.globenewswire.com/en/news-release/2023/06/14/2687878/0/en/Cenovus-announces-repurchase-of-84-of-its-outstanding-warrants.html"
[X Link](https://x.com/anyuser/status/1668941722234114049) 2023-06-14T11:21Z [----] followers, 17.2K engagements
""Don't time the market" but looking back a year from now think this is going to prove to be great timing. In a lower FCF environment the much lower cost of buying back warrants will make the excess FCF use more impactful as well. Well done CVE. https://x.com/EnergyInvest0r/status/1668941722234114049t=P8p2fBO65lN1PetmXczN2A&s=19 Cenovus announces repurchase of 84% of its outstanding warrants at an effective SP of $22.18. Buybacks will slow down for a while but they just prevented 2.4% of dilution so this is effectively the same program. https://t.co/olHPvS0gU5"
[X Link](https://x.com/anyuser/status/1669405692900327434) 2023-06-15T18:05Z [----] followers, 13.8K engagements
"Interactive Brokers just sent me an email that $CVE is merging. Has anyone seen any official news I'm not making this up but see nothing on the Cenovus newswire or website. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1905066681585500393) 2025-03-27T01:17Z [----] followers, 17.4K engagements
"Peyto continuing to drill across Repsol land base which was not touched for years prior to acq. Indicates that they're continuing to see quality across a wide range of locations & should result in another scorching reserves report [--] months from now.🍻 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1911766714422792434) 2025-04-14T13:01Z [----] followers, [----] engagements
"Cenovus bought back 11.5M shares in August (inferred amount from today's PR). Highest month of the year Unless they acquire MEG clear sailing from here as far as my 5-7% buyback estimate for the year. Q4 will have high production and lower capex. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1965473942136914398) 2025-09-09T17:54Z [----] followers, [----] engagements
"Cenovus bought back 6.93M shares in May which includes 3M preferred shares (6M total which I'm splitting equally over May and June). Given Q2 has very large upstream + downstream turnarounds a very healthy returns quarter so far. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1932549719903121652) 2025-06-10T21:25Z [----] followers, [----] engagements
"A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows 19.1M shares @ $24.04. Prior to going public with the bid SCR was.underwaterous on the purchases that they bought just months earlier. More importantly makes it highly likely they will bid higher"
[X Link](https://x.com/anyuser/status/1925383201251283243) 2025-05-22T02:48Z [----] followers, [----] engagements
"Cenovus bought back 1M in shares in January. Yes they did. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1889098167389454666) 2025-02-10T23:44Z [----] followers, [----] engagements
"An absolutely monstrous YoY improvement. Net debt will from here be smashed hard Q after Q while growing production 7-8%/yr & paying a dividend other dry gas names can only dream about. Repsol acquisition digested. The Deep Basin Advantage cometh 🍻. $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1989098381340471407) 2025-11-13T22:29Z [----] followers, [----] engagements
"Cenovus bought back 8.6M shares in September. Great month given CL turnaround + Sunrise payment allocation. With ND allocation behind them after Q3 I'd expect 8-12M/month for the next [--] months (at reasonable commodity prices). $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1844502835372925320) 2024-10-10T22:18Z [----] followers, [----] engagements
"9 days ago I said Tourmaline would be the next to cut and was accused of being in a cult. Today Tourmaline cut their dividend from 85c/Q to 75c/Q. 1/ https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊. https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
[X Link](https://x.com/anyuser/status/1986208846692687986) 2025-11-05T23:07Z [----] followers, 16.6K engagements
"@Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
[X Link](https://x.com/anyuser/status/1980706245192610216) 2025-10-21T18:42Z [----] followers, 17.4K engagements
"Today I made major changes in my O&G portfolio. ✅ Liquidated: $ARX $CPG 1/2 of $NVA. ✅ Replaced with a shitton of $PEY Last week has been rough for all [--] SPs but it has only been rough for projected earnings on [--] of the [--] producers. /1"
[X Link](https://x.com/anyuser/status/1910149369312985299) 2025-04-10T01:54Z [----] followers, [----] engagements
"Cenovus bought back 20.99M shares in September. Of note in Q3 Cenovus bought back more than 1/4th of the shares outstanding that they will (likely) issue to purchase $MEG. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1976785109111259392) 2025-10-10T23:01Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 4.4M shares in March. In the first [--] months of [----] TVE has bought back as much of the company as in the first 7+ months of [----]. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1907050229125312684t=sIyyg_dkXswYER7rPhFtEw&s=19 TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://t.co/boPhr9e0lu https://t.co/UFQg5poedL"
[X Link](https://x.com/anyuser/status/1907077251868319764) 2025-04-01T14:27Z [----] followers, [----] engagements
"TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19 https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19"
[X Link](https://x.com/anyuser/status/1907050229125312684) 2025-04-01T12:39Z [----] followers, 10.5K engagements
"7 year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT"
[X Link](https://x.com/anyuser/status/1937290010182758545) 2025-06-23T23:21Z [----] followers, [----] engagements
"@Cole_Smead I'm a MEG shareholder and I easily see a path forward stand-alone. Management has done a phenomenal job Since Derek Evans (now retired) took over and barring a low $30/sh offer I'm hoping we get the chance to grow the asset buy back shares and see the lay of the land in 2028"
[X Link](https://x.com/anyuser/status/1953813273364529192) 2025-08-08T13:39Z [----] followers, [----] engagements
"Tamarack Valley Energy starts January off with a bang. 4.97M shares bought back in additional to the dividend. YoY looking great early in the year. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1886855992144748974) 2025-02-04T19:14Z [----] followers, [----] engagements
"@tradeoilstocks Yes. This is a [----] name yet it's [----] and you keep looking at it every [--] minutes. Buybacks do absolutely nothing short term they do work over years and years. This is how you sold TVE when you should have been buying it at the bottom (to be fair most people agreed with you)"
[X Link](https://x.com/anyuser/status/1843675057660539211) 2024-10-08T15:29Z [----] followers, [----] engagements
"Peyto has pretty much confirmed in their Jan presentation that they were able to meet their 2024E goal of finding 10%/mcfe OpEx savings. They promise more OpEx savings to come in [--] & [--]. Lots more savings coming our way. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1856382835403436133t=J-Oa8vt5xRH9mXjg0ZlV3w&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1877189985662550327) 2025-01-09T03:05Z [----] followers, [----] engagements
"MEG Energy bought back 1.27M shares in December. No sugar-coaring it October started off hot but Q4 buybacks as a whole have been disappointing. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1877185995835154763) 2025-01-09T02:49Z [----] followers, [----] engagements
"Cenovus bought back 6.57M shares in July. Capex rolls off after Q3 (and Narrows ramps further) so we will see where things go end of year. I'm still looking to land at 5-7% for the year (bottom of range now) but MEG question can blow all this up 😂. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1953918197242921165) 2025-08-08T20:36Z [----] followers, [----] engagements
"I gotta get my kid ready for the day but holy fuck it looks like $TVE fucking killed it $CVE and now $TVE. I can only take so much winning on [--] day https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q2-2024-financial-results-achieves-milestone-to-increase-shareholder-returns-and-provides-operational-update-857868910.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q2-2024-financial-results-achieves-milestone-to-increase-shareholder-returns-and-provides-operational-update-857868910.html"
[X Link](https://x.com/anyuser/status/1818966672918683911) 2024-08-01T11:07Z [----] followers, [----] engagements
"Despite heavy Q2 upstream & downstream turnarounds Cenovus bought back 9.38M shares in April close to what it bought back in all of Q1. Important note they also continued the 0.5M/d buyback pace in the beginning of May. Q2 dividend was raised by 11%. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1920954773580272015) 2025-05-09T21:31Z [----] followers, [----] engagements
"CVE is literally in the middle of increasing internal production by 150kboe/d by [----] and that's still moving ahead. They're also gonna grow their $MEG asset from 110k/d ceiling post closing to a 150k/d ceiling. $CVE $CVE.TO #COM #OOTT https://x.com/OilandEnergy/status/1978487304684544152t=9CD9LArAiz54MuvzFYt20g&s=19 Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus"
[X Link](https://x.com/anyuser/status/1978493821458526493) 2025-10-15T16:11Z [----] followers, [----] engagements
"Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus https://oilprice.com/Latest-Energy-News/World-News/Cenovus-Boosts-MEG-Energy-Stake-Ahead-of-Crucial-Takeover-Vote.html https://oilprice.com/Latest-Energy-News/World-News/Cenovus-Boosts-MEG-Energy-Stake-Ahead-of-Crucial-Takeover-Vote.html"
[X Link](https://x.com/anyuser/status/1978487304684544152) 2025-10-15T15:45Z 79.8K followers, 10.8K engagements
"Tamarack Valley Energy bought back 1.865M shares in August. They've now reached the lower end of my 5-7% target for the year. Next [--] months likely get us to upper half of that range. Hard to see exceeding 7% for the yr given allocation to debt & divy. 🍻 $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1962897631312576886) 2025-09-02T15:17Z [----] followers, [----] engagements
"Cenovus bought back 6.91M shares in June (including pro-rated 3M prefs). Very good Q2 returns given huge upstream + downstream T/A 👍. Still hoping they hit my 5-7% '25 buybacks target but '25 cracks + wti + growth capex + SK 💣will make it tough. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1943444126395175124) 2025-07-10T22:56Z [----] followers, [----] engagements
"ARC Resources bought back 3.95M shares in March. Their [----] buybacks will likely surpass their [----] full year buybacks in the next month or two. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1907890216419078265) 2025-04-03T20:17Z [----] followers, [----] engagements
"As Henry Hub dips below $3 a reminder that Peyto has completely hedged HH Q2 & Q3 and has [--] exposure (hedged at $US3.80). Only 29% of their US denominated exposure is left floating - mainly Dawn/Malin/Chicago). Revenue secured. For better or worse $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1914742199863959654) 2025-04-22T18:04Z [----] followers, [----] engagements
"Good news for $PEY shareholders - Peyto IR has informed me that the Cascade Power contract came into effect as of August [--] [----]. Long wait but we have now removed 60000GJ/d from AECO-like prices"
[X Link](https://x.com/anyuser/status/1833248366899433726) 2024-09-09T20:57Z [----] followers, [----] engagements
"Gentle reminder that Q4 [--] WCS diff was $23 vs $12 today. If low $70s WTI holds - IF - could be superb Q4 [--] for heavy producers. Lower interest rates + less debt YoY too. Also heavy producers are allocating much higher % FCF to buybacks YoY🍻 h/t @fumoney2016 #COM #OOTT"
[X Link](https://x.com/anyuser/status/1843840324755697711) 2024-10-09T02:26Z [----] followers, [----] engagements
"Cenovus bought back 6.24M shares in November (note: the company in November announced the redemption of 10M preferred shares outside of the NCIB - these are real share cancellations which I will credit 5M towards November and 5M towards December). $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1866635737967497418) 2024-12-11T00:06Z [----] followers, [----] engagements
"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan and should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/7 #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan."
[X Link](https://x.com/anyuser/status/1949976533373792572) 2025-07-28T23:33Z [----] followers, 13.2K engagements
"Peyto benefitted +$3.70/GJ on their AECO hedges yesterday. They likely shut in some of their gas and used an unhedged producer's volumes to fulfill a portion of their contract too. Thank you for your attention to this matter 🫡 $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1970474650632397024t=QZ-PhcZkofInG0mBu3zh9g&s=19 @BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥 https://t.co/mPLs5DbzYU"
[X Link](https://x.com/anyuser/status/1970510162453766570) 2025-09-23T15:26Z [----] followers, [----] engagements
"@BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥"
[X Link](https://x.com/anyuser/status/1970474650632397024) 2025-09-23T13:05Z [----] followers, [----] engagements
"I've liquidated $NVA and bought $ARX. Had no idea what to do with the cash but along came a 10% discount in [--] days. Will likely never ever beat my NVA trade. Nor will I likely ever be as scared of owning something like that again. What a journey. /1 https://x.com/EnergyInvest0r/status/1985853569715544445t=6kx-YNbAiAzpiFDLjkkWDQ&s=19 That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅."
[X Link](https://x.com/anyuser/status/1986838415833186320) 2025-11-07T16:49Z [----] followers, [----] engagements
"That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅. https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19 https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19"
[X Link](https://x.com/anyuser/status/1985853569715544445) 2025-11-04T23:36Z [----] followers, [----] engagements
"MEG Energy bought back 2.84M shares in October. This is the first month of the year in which MEG has returned 1% to shareholders. With heavy differentials tight production ramp into year-end & no major capex we should see a good end to the year. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1852519241758515307) 2024-11-02T01:13Z [----] followers, [----] engagements
"@geoeconomic10 Not a house owner myself but more bedrooms/more bathrooms Doesn't seem like a 1:1 comparison"
[X Link](https://x.com/anyuser/status/1686386427255529473) 2023-08-01T14:40Z [----] followers, [----] engagements
"With solid power prices this eve today Peyto is receiving $5-7/GJ for their volumes to Cascade Power w/ [--] transport costs. Contrast this w/ July 75c/GJ AECO (and subtract 20c for transport). Crank those ACs Alberta 🍻 $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1960547325044036027) 2025-08-27T03:38Z [----] followers, [----] engagements
"$MEG has now repurchased all their 7.125% notes (had $100M US notes to repurchase at Q2E repurchased $100M in Q3). Left w/ $600M in 5.875% notes as far as LT debt which they do not plan to repurchase. They likely hit the NET debt target in early to mid August (ie not today)"
[X Link](https://x.com/anyuser/status/1838622167967392025) 2024-09-24T16:50Z [----] followers, [----] engagements
"ARC Resources bought back 1.37M shares in June. Half a year in they've almost matched the buybacks for all of [----] - although last year's buybacks were quite modest. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1941191496130232715) 2025-07-04T17:44Z [----] followers, [----] engagements
"Just sold my whole $MEG stake for $30.01. Other than COVID buys I've only ever added $CVE in the low $20s or lower so it seemed insane to be effectively adding at $24 with $62 WTI. Proceeds all going to pay down a portion of my margin room for now. https://x.com/EnergyInvest0r/status/1976788271956213836t=AAwtWCqBZ6Uyy9fqVjGzwA&s=19 It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1982811068549218560) 2025-10-27T14:06Z [----] followers, [----] engagements
"It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1976788271956213836) 2025-10-10T23:13Z [----] followers, [----] engagements
"Peyto's Repsol acquisition one year later. Lots of info and no filler on these slides. [----] is gonna be great. Best part is we likely get to repeat the growth in [----] and [----] - fill more Repsol infra with banger wells and capture even more synergies. $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1881360101275262995) 2025-01-20T15:16Z [----] followers, [----] engagements
"ARC Resources bought back 4.415M shares in September. Good improvement - that said even if they continue this pace it will have been a disappointing [----] total. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1974435867541565869) 2025-10-04T11:26Z [----] followers, [----] engagements
"Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html"
[X Link](https://x.com/EnergyInvest0r/status/1983483142146298340) 2025-10-29T10:36Z [----] followers, [----] engagements
"Arc Resources bought back 2.96M shares in September. Notably bought back almost as much this month as it did the rest of [----]. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1841997928988049551) 2024-10-04T00:25Z [----] followers, [----] engagements
"There's only one Gas name worth owning - $PEY.TO ✅Growth ✅Yield ✅Value ✅Core https://x.com/emmpeethree/status/1841295668134174922t=ooiVvlONtHpKHycvz3HBkQ&s=19 TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE $NVA Exits the matrix: $BP $TOU #COM #OOTT https://t.co/F46Ac3XGp5 https://x.com/emmpeethree/status/1841295668134174922t=ooiVvlONtHpKHycvz3HBkQ&s=19 TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU"
[X Link](https://x.com/anyuser/status/1841303919751758120) 2024-10-02T02:27Z [----] followers, [----] engagements
"TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE $NVA Exits the matrix: $BP $TOU #COM #OOTT TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits the matrix: $NVA #COM #OOTT https://t.co/Hvw5fjtuaU TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits"
[X Link](https://x.com/anyuser/status/1841295668134174922) 2024-10-02T01:54Z [----] followers, 10.1K engagements
"MEG Energy bought back 2.13M shares in September. As of October they are moving to 100% FCF returned to shareholders so we should see a lot less stinker months from here as far as buybacks are concerned. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1841260946074783891) 2024-10-01T23:36Z [----] followers, [----] engagements
"MEG Energy has bought back 1.77M shares in November. #MEG #COM #OOTT"
[X Link](https://x.com/anyuser/status/1863690435472032212) 2024-12-02T21:03Z [----] followers, [----] engagements
"Tamarack Valley Energy filed their July buybacks late this month - I believe the 10th is the TSX deadline Anyway they bought back a solid 2.06M shares to go with the dividend on top of the Woodcote purchase 🍻 $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1954560275618635942t=RwZlPyL1jYVHzxYNlHt4tw&s=19 Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1955039637480804686) 2025-08-11T22:52Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1954560275618635942) 2025-08-10T15:07Z [----] followers, [----] engagements
"MEG Energy bought back 0.6M shares in February. A stinker of a month as far as the NCIB is concerned. They would have had really good netbacks in February. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1897104469634244979) 2025-03-05T01:58Z [----] followers, [----] engagements
"Peyto's Repsol acquisition proving to be exactly as advertised. All that's left now is to sit back and keep getting PEYd. One of the more exciting monthly reports I've had the pleasure of reading from the team. $PEY $PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most prolific in recent years average production from wells brought on stream to date in [----] which are outperforming some of our previous (& best) programs by more than 25% 🚀🚀 1/x https://t.co/tiPmECSEZb $PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most"
[X Link](https://x.com/anyuser/status/1853807508613451902) 2024-11-05T14:32Z [----] followers, [----] engagements
"$PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most prolific in recent years average production from wells brought on stream to date in [----] which are outperforming some of our previous (& best) programs by more than 25% 🚀🚀 1/x"
[X Link](https://x.com/anyuser/status/1853649563565130079) 2024-11-05T04:04Z [----] followers, 10.8K engagements
"To the folks selling me more Peyto shares in the low $15s earlier in the month: please remember to continue to dress warm and enjoy the reserves report tomorrow. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/HFI_Research/status/1892253658508624081t=hHfdOizJUlnG8hw-btJMdw&s=19 Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness. https://t.co/1mFbgBveKL https://x.com/HFI_Research/status/1892253658508624081t=hHfdOizJUlnG8hw-btJMdw&s=19 Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness."
[X Link](https://x.com/anyuser/status/1892264768662081906) 2025-02-19T17:27Z [----] followers, [----] engagements
"Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness"
[X Link](https://x.com/anyuser/status/1892253658508624081) 2025-02-19T16:43Z 74.2K followers, 31.6K engagements
"ARC Resources bought back 0.96M shares in August. So far it has been a fairly underwhelming [----] for returns especially given Attachie [----] in-service but there's a 1/3rd of the year to go. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1963665612414357929) 2025-09-04T18:08Z [----] followers, [----] engagements
"This TVE waterflood well is just wild. The step change from May to June was huge but now it took a second large step change from July to August. 840bbl/d for the month - I believe this is a Clearwater waterflood record. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1960477797622690088t=fsM7N1HgCgChDsA1MNR55g&s=19 Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://t.co/ceqFH7bzTb https://t.co/1WAwTAa0FX"
[X Link](https://x.com/anyuser/status/1970114763418964037) 2025-09-22T13:15Z [----] followers, [----] engagements
"Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19 https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19"
[X Link](https://x.com/anyuser/status/1960477797622690088) 2025-08-26T23:01Z [----] followers, [----] engagements
"Big thank you to @arcresources for giving me the opportunity to attend the Investor Update in person. The presentation was fluff-free and packed with new info. All team members I had a chance to speak w/ were time-generous & offered no-nonsense answers to my questions/comments"
[X Link](https://x.com/anyuser/status/1672091948121743360) 2023-06-23T03:59Z [----] followers, [----] engagements
"Keep an eye out on Venezuela. #OIL #COM #OOTT"
[X Link](https://x.com/anyuser/status/1877758511217586259) 2025-01-10T16:44Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 3.9M shares in April. YTD equal what they bought through to end of August for [----]. Broken record but I can't emphasize enough that they are lowballing their [----] prod guidance. Waterflood prod looking phenomenal. $TVE $TVE.TO #COM #OOTT"
[X Link](https://x.com/EnergyInvest0r/status/1918323864054235175) 2025-05-02T15:17Z [----] followers, [----] engagements
"Cenovus bought back 4.9M shares in February - which includes 4M preferred shares (8M total prorated evenly over Feb & March) and 900k NCIB shares. $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1899225540172869879) 2025-03-10T22:27Z [----] followers, [----] engagements
"MEG Energy bought back a paltry 448k shares in April. I know they have a turnaround which started late April - still too low. $MEG $MEG.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1920791345054056879) 2025-05-09T10:41Z [----] followers, [----] engagements
"Great results by TVE I initially read the below as $53M FCF and said 'yep I' a moron I was wrong. https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-third-quarter-2023-financial-results-and-provides-operational-update-864879562.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-third-quarter-2023-financial-results-and-provides-operational-update-864879562.html"
[X Link](https://x.com/anyuser/status/1717514938741059702) 2023-10-26T12:14Z [----] followers, [----] engagements
"Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1986506743388463160t=gr4pBLAluRFx7aGHEB8XmA&s=19 ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT https://t.co/RXToZ3wHyZ"
[X Link](https://x.com/anyuser/status/1986885621646848179) 2025-11-07T19:57Z [----] followers, [----] engagements
"ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1986506743388463160) 2025-11-06T18:51Z [----] followers, [----] engagements
"$CVE.TO Cenovus bought back 19.3M shares in August. A good start to their first 100% FCF returns month but I would be suprised if this pace continued. #OOTT #COM"
[X Link](https://x.com/anyuser/status/1835114012633141611) 2024-09-15T00:30Z [----] followers, [----] engagements
"Me an absolute Peyto degenerate checking my portfolio this morning with the prior knowledge that Peyto has only low quality non-Montney inventory. $PEY $PEY.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1989372300869943408) 2025-11-14T16:38Z [----] followers, [----] engagements
"Cenovus bought back 2.75M shares in October. Over the last [--] months since hitting ND target they've bought back 1.5% total shares which is generally in line with my post ND-target expectations of 0.4-0.6%/month (until a project or is complete). $CVE $CVE.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1855049532998029571) 2024-11-09T00:47Z [----] followers, [----] engagements
"$NVA just continues to fire on all cylinders. Knew the net debt would be met knew the Cali pricing was gonna be juicy but then they also produce above guidance :). https://www.globenewswire.com/news-release/2023/01/16/2589509/0/en/NuVista-Energy-Ltd-Announces-Record-Quarterly-Production-and-Increased-Return-of-Capital-to-Shareholders.html https://www.globenewswire.com/news-release/2023/01/16/2589509/0/en/NuVista-Energy-Ltd-Announces-Record-Quarterly-Production-and-Increased-Return-of-Capital-to-Shareholders.html"
[X Link](https://x.com/anyuser/status/1615170060896591876) 2023-01-17T02:12Z [----] followers, [----] engagements
"$ARX bought back 7.175M shares in November. They've got another [--] months left at November's pace for the current NCIB (which would complete the NCIB [--] months early) @BubleQe @NachoTrust @emmpeethree1"
[X Link](https://x.com/anyuser/status/1599907662480965638) 2022-12-05T23:24Z [----] followers, [--] engagements
"The best dry gas name in Canada just reported their earnings. 🚀🫡 $PEY $PEY.TO #COM #OOTT https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html"
[X Link](https://x.com/anyuser/status/1989092963327312107) 2025-11-13T22:08Z [----] followers, [----] engagements
"I hope NG names can make this work. $5.01 for the next [--] months $4.36 on the [--] year strip. #COM #OOTT"
[X Link](https://x.com/anyuser/status/1899442851966009653) 2025-03-11T12:50Z [----] followers, 16.6K engagements
"$MEG.TO MEG Energy bought back 1.03M shares in August. They've spent well under 50% of FCF on buybacks all year. Would be hard to construct a scenario where they did not reach the net debt target in Aug. Hopefully September onwards brings agressive buybacks. #COM #OOTT"
[X Link](https://x.com/anyuser/status/1835482038545096784) 2024-09-16T00:53Z [----] followers, [----] engagements
"ARC Resources bought back 1M shares in July. They are now above their [----] buybacks though [----] was a very low buybacks year for them. Their Q2 PR point to a much higher buyback rate for 2H vs 1H though 🤞. $ARX $ARX.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1953181565208674392) 2025-08-06T19:49Z [----] followers, [----] engagements
"$19 has been breached. $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX"
[X Link](https://x.com/anyuser/status/1920931907627340119) 2025-05-09T20:00Z [----] followers, [----] engagements
"🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀"
[X Link](https://x.com/anyuser/status/1920479391634587898) 2025-05-08T14:02Z [----] followers, [----] engagements
"ARC Resources [----] guidance (actual coming in a few months) vs [----] side by side. Projected production up (liquids up from 37.4% to 39.2%) costs down. Terry will be buying back shares but I doubt any of them will be mine. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1854530467061756087 All I want from Santa this Christmas is an IOU that [----] will deliver 19c/Q dividends + 40-50M shares bought back + official announcement of Attachie II. Terry. Always. Delivers. $ARX $ARX.TO #COM #OOTT https://t.co/U7Xf3eGS3P https://x.com/EnergyInvest0r/status/1854530467061756087 All I want"
[X Link](https://x.com/anyuser/status/1858183210393317805) 2024-11-17T16:19Z [----] followers, [----] engagements
"All I want from Santa this Christmas is an IOU that [----] will deliver 19c/Q dividends + 40-50M shares bought back + official announcement of Attachie II. Terry. Always. Delivers. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1712908742709465207t=cHLXy5IgnslQm9lSEIMQuA&s=19 https://x.com/EnergyInvest0r/status/1712908742709465207t=cHLXy5IgnslQm9lSEIMQuA&s=19"
[X Link](https://x.com/anyuser/status/1854530467061756087) 2024-11-07T14:24Z [----] followers, [----] engagements
"Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1"
[X Link](https://x.com/anyuser/status/1981176585060557294) 2025-10-23T01:51Z [----] followers, 14.8K engagements
"CPG bought back 2.87M shares in December. Pretty healthy amount given the context of their drilling program bad decisions. Onwards and upwards from here in [----] $VRN $VRN.TO #COM #OOTT"
[X Link](https://x.com/anyuser/status/1874956561136992694) 2025-01-02T23:10Z [----] followers, [----] engagements
"$PEY monthly report compared Cascade Power agreement vs AECO for Q1-Q3. How about vs Henry Hub Inclusive of basis costs Peyto would have realized $1.60/GJ for unhedged HH gas. Cascade would have fetched "just under $4/GJ" - call it $3.85/GJ. In other words 2.4x higher. 1/2"
[X Link](https://x.com/anyuser/status/1842157875851940186) 2024-10-04T11:00Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@EnergyInvest0r EnergyInvestor
EnergyInvestor posts on X about $pey, $peyto, $arx, $tve the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] -54%
- [--] Month [------] -31%
- [--] Months [-------] +94%
- [--] Year [-------] +148%
Mentions: [--] #
- [--] Week [--] -53%
- [--] Month [--] +13%
- [--] Months [---] +129%
- [--] Year [---] +125%
Followers: [------] #
- [--] Week [-----] +0.13%
- [--] Month [-----] +2%
- [--] Months [-----] +23%
- [--] Year [-----] +50%
CreatorRank: [---------] #
Social Influence
Social category influence finance 54.82% stocks 26.32% countries 2.63% cryptocurrencies 1.75% technology brands 0.88%
Social topic influence $pey #4, $peyto #6, $arx 16.23%, $tve 15.35%, $cve 14.47%, arx 13.16%, $cveto 13.16%, in the 12.72%, $arxto 12.72%, $tveto 12.72%
Top accounts mentioned or mentioned by @kevinagraham @mackslann @garquake @bubleqe @bb19043 @assettraveller @emmpeethree @colesmead @notjaso79646447 @shaletier7 @jleqc @westpine613 @mythmakrr @johnfah02915795 @vanisleinvestor @plutusofcrete89 @avionsunantiqu1 @razoroil @louisro96503649 @ramintp
Top assets mentioned Accelerant Holdings (ARX) Cenovus Energy Inc. (CVE) Montrose Environmental Group, Inc. (MEG) Nova Minerals Limited (NVA) CRESCENT POINT ENERGY CORP. (CPG) Veren Inc. (VRN) Caduceus Protocol (CAD) Alphabet Inc Class A (GOOGL) Born in [--] (19)
Top Social Posts
Top posts by engagements in the last [--] hours
"On Aug [--] [----] Crew shareholders got a 🔥 news item that TOU has acquired Crew at a 72% premium. Unfortunately the payment was in lemon shares rather than cash so the next decision for shareholders was critical. 1/ $PEY $PEY.TO $TOU $TOU.TO #COM #OOTT"
X Link 2026-02-11T20:27Z [----] followers, [----] engagements
"Where do I send my refund on account of the fact that Peyto has no Montney acerage and therefore does not deserve to appreciate in value $PEY $PEY.TO #COM #OOTT https://x.com/i/status/2021675677720674564 $PEY.TO new 52W high https://t.co/F2IMytqJBY https://x.com/i/status/2021675677720674564 $PEY.TO new 52W high https://t.co/F2IMytqJBY"
X Link 2026-02-11T20:38Z [----] followers, [----] engagements
"As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
X Link 2024-11-12T17:05Z [----] followers, 27K engagements
"@Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan. https://x.com/EnergyInvest0r/status/1856382835403436133t=IePT_h3meUOtSnF03whOkw&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a"
X Link 2024-11-13T14:31Z [----] followers, 35.4K engagements
"Obsidian Energy bought back 412k shares in August and completed their NCIB. They bought back 10.34% of outstanding shares in [----] 🥇. Any further buybacks in the next [--] months (before March 2026) would need to come by way of an SIB. $OBE $OBE.TO #COM #OOTT"
X Link 2025-09-04T17:25Z [----] followers, [----] engagements
"ARC Resources bought back 0.96M shares in August. So far it has been a fairly underwhelming [----] for returns especially given Attachie [----] in-service but there's a 1/3rd of the year to go. $ARX $ARX.TO #COM #OOTT"
X Link 2025-09-04T18:08Z [----] followers, [----] engagements
"Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1"
X Link 2025-10-23T01:51Z [----] followers, 14.8K engagements
"ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT"
X Link 2025-11-06T18:51Z [----] followers, [----] engagements
"ARC Resources bought back 2.8M shares in November. Very disappointing and underwhelming. I thought they would have hammered the buyback for November and December at the very least. $ARX $ARX.TO #COM #OOTT"
X Link 2025-12-03T18:31Z [----] followers, [----] engagements
"I hope the Permian gets its ass blasted hard. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/i/status/2015447279029678170 Think I've seen enough to conclude this is a repeat of '13-'14 winter - persistent cold with no let-up over Eastern US/Great Lakes [--] week [--] weeks [--] month out across models. Hopefully Permian gets spared going forward. $natgas https://t.co/jUWfeTIBq5 https://t.co/IWu9SWKDyS https://x.com/i/status/2015447279029678170 Think I've seen enough to conclude this is a repeat of '13-'14 winter - persistent cold with no let-up over Eastern US/Great Lakes [--] week [--] weeks [--] month out across"
X Link 2026-01-25T17:51Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 1.43M shares in January. With WCS prices (and the SP) where they are I would expect the buyback pace to be closer to the 2H [--] pace than that of 1H [--]. $TVE $TVE.TO #COM #OOTT"
X Link 2026-02-02T17:27Z [----] followers, [----] engagements
"@jleqc @Kevin_AGraham @AssetTraveller @Westpine613 @garquake @mythmakrr Peyto was not fucked without Repsol. They would have had a much bigger dividend much lower debt much higher FCF and not grown as much. The SP would have appreciated considerably. It was fait accompli just like that TOU would have a shitty numerous years given overvalued SP"
X Link 2026-02-10T13:30Z [----] followers, [--] engagements
"Saturn Oil and Gas starts the year strong with 1.6M shares bought back in January. I don't own nor do I plan to own this name in the future I've just started covering buybacks at the request of a friend. $SOIL $SOIL.TO #COM #OOTT"
X Link 2026-02-10T23:35Z [----] followers, [----] engagements
"@Johnfah02915795 @VanIsleInvestor An overvalued "good company" is a stupid investment an undervalued good company typically a great one. So it's a matter of timing but not lucky timing. Applying basic finance showed years ago that $TOU SP was a ripoff and $PEY was dirt cheap. It wasn't a coin-flip win"
X Link 2026-02-13T16:42Z [----] followers, [--] engagements
"And that wraps up [----]. For the largest dry gas names (70%+ NG) Peyto finished the year w/ the best performance (+40.2%). Great to see that dry gas names spent [----] getting closer to their fair values. Here's to a great [----] 🍻 $PEY $TOU $BIR $AAV https://x.com/i/status/1985340152714027015 On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan & should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/8 $PEY.TO #COM #OOTT https://t.co/eu5LWODluf"
X Link 2026-01-01T00:01Z [----] followers, [----] engagements
"ARC Resources bought back 1.3M shares in Dec. They did not return 100% of '25 FCF as they reiterated they would every single quarterly conference call. A silver lining is the SP just got rocked - maybe they will deploy the returns shortfall right now. $ARX $ARX.TO #COM #OOTT"
X Link 2026-01-08T00:07Z [----] followers, [----] engagements
"It's ok to say it folks. The emperor has no clothes. $TOU $TOU.TO https://x.com/i/status/2010359663766933518 @emmpeethree Current 5Yr HH strip is $3.50. That isnt going to pay the bills. $TOU [--] year FCF yield is almost equal to $PEY [--] year FCF yield. Outperformance looks fairly certain again in [----]. Valuations matter 🫡 https://t.co/hcdJIFjuMp https://x.com/i/status/2010359663766933518 @emmpeethree Current 5Yr HH strip is $3.50. That isnt going to pay the bills. $TOU [--] year FCF yield is almost equal to $PEY [--] year FCF yield. Outperformance looks fairly certain again in [----]. Valuations"
X Link 2026-01-11T15:44Z [----] followers, 10.9K engagements
"ARC Resources bought back 250k shares in January. Something tells me they don't feel that their SP is a bargain right now. $ARX $ARX.TO #COM #OOTT"
X Link 2026-02-02T20:20Z [----] followers, [----] engagements
"✅ $GOOGL $GOOG https://x.com/i/status/2022088734116917735 Been told the initial cost basis for the 6th generation Waymo vehicles sourced from China and fully fitted comes to under $75000 but was not given an exact figure. This price may still have room to come down. It is a substantial reduction from 5th generation at $110000 and https://t.co/IbzzAd0ewE https://x.com/i/status/2022088734116917735 Been told the initial cost basis for the 6th generation Waymo vehicles sourced from China and fully fitted comes to under $75000 but was not given an exact figure. This price may still have room to"
X Link 2026-02-13T18:44Z [----] followers, [---] engagements
"TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19 https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19"
X Link 2025-04-01T12:39Z [----] followers, 10.5K engagements
"Tamarack Valley Energy bought back 4.4M shares in March. In the first [--] months of [----] TVE has bought back as much of the company as in the first 7+ months of [----]. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1907050229125312684t=sIyyg_dkXswYER7rPhFtEw&s=19 TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://t.co/boPhr9e0lu https://t.co/UFQg5poedL"
X Link 2025-04-01T14:27Z [----] followers, [----] engagements
"MEG Energy bought back 3.1M shares in March. They bought back as much of the company in the first [--] months of [----] as in the first [--] months of [----]. And remember no dividend this time last year and almost no growth capex. $MEG $MEG.TO #COM #OOT"
X Link 2025-04-02T19:40Z [----] followers, [----] engagements
"ARC Resources bought back 3.95M shares in March. Their [----] buybacks will likely surpass their [----] full year buybacks in the next month or two. $ARX $ARX.TO #COM #OOTT"
X Link 2025-04-03T20:17Z [----] followers, [----] engagements
"Today I made major changes in my O&G portfolio. ✅ Liquidated: $ARX $CPG 1/2 of $NVA. ✅ Replaced with a shitton of $PEY Last week has been rough for all [--] SPs but it has only been rough for projected earnings on [--] of the [--] producers. /1"
X Link 2025-04-10T01:54Z [----] followers, [----] engagements
"Cenovus Energy bought back 5.04M shares in March (I am crediting them the pro-rated 4M preferred shares each in February and March). FYI it's full speed ahead on their ambitious growth projects - they won't pause/delay any of it 🍻. $CVE $CVE.TO #COM #OOTT"
X Link 2025-04-11T00:53Z [----] followers, [----] engagements
"Peyto continuing to drill across Repsol land base which was not touched for years prior to acq. Indicates that they're continuing to see quality across a wide range of locations & should result in another scorching reserves report [--] months from now.🍻 $PEY $PEY.TO #COM #OOTT"
X Link 2025-04-14T13:01Z [----] followers, [----] engagements
"As Henry Hub dips below $3 a reminder that Peyto has completely hedged HH Q2 & Q3 and has [--] exposure (hedged at $US3.80). Only 29% of their US denominated exposure is left floating - mainly Dawn/Malin/Chicago). Revenue secured. For better or worse $PEY $PEY.TO #COM #OOTT"
X Link 2025-04-22T18:04Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 3.9M shares in April. YTD equal what they bought through to end of August for [----]. Broken record but I can't emphasize enough that they are lowballing their [----] prod guidance. Waterflood prod looking phenomenal. $TVE $TVE.TO #COM #OOTT"
X Link 2025-05-02T15:17Z [----] followers, [----] engagements
"We told you to keep an eye out on Venezuela and we were right. Oil exports down 200k/d in April vs March; total product exports down 300k/d. But remember this is not necessarily bullish https://x.com/EnergyInvest0r/status/1877758511217586259t=Q8C_w6F_opAUQe7szbvcYQ&s=19 Keep an eye out on Venezuela. #OIL #COM #OOTT https://t.co/iheKC9jx82 https://x.com/EnergyInvest0r/status/1877758511217586259t=Q8C_w6F_opAUQe7szbvcYQ&s=19 Keep an eye out on Venezuela. #OIL #COM #OOTT https://t.co/iheKC9jx82"
X Link 2025-05-06T14:07Z [----] followers, [----] engagements
"ARC Resources bought back 0.96M shares in April. They have not been returning even close to all their FCF. Perhaps they catch up over the rest of the year - they mentioned they would in their Q1 call. $ARX $ARX.TO #COM #OOTT"
X Link 2025-05-06T17:01Z [----] followers, [----] engagements
"MEG Energy bought back a paltry 448k shares in April. I know they have a turnaround which started late April - still too low. $MEG $MEG.TO #COM #OOTT"
X Link 2025-05-09T10:41Z [----] followers, [----] engagements
"$19 has been breached. $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX"
X Link 2025-05-09T20:00Z [----] followers, [----] engagements
"Despite heavy Q2 upstream & downstream turnarounds Cenovus bought back 9.38M shares in April close to what it bought back in all of Q1. Important note they also continued the 0.5M/d buyback pace in the beginning of May. Q2 dividend was raised by 11%. $CVE $CVE.TO #COM #OOTT"
X Link 2025-05-09T21:31Z [----] followers, [----] engagements
"A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows 19.1M shares @ $24.04. Prior to going public with the bid SCR was.underwaterous on the purchases that they bought just months earlier. More importantly makes it highly likely they will bid higher"
X Link 2025-05-22T02:48Z [----] followers, [----] engagements
"ARC Resources bought back 432k shares in May. Likely due to the negotiation of the $SCR Kakwa deal 🤞but buybacks have been lower than expected for all but 1/5 months YTD. That said CFO reiterated they are still going to return 100% of FCF for the year. $ARX $ARX.TO #COM #OOTT"
X Link 2025-06-05T16:04Z [----] followers, [----] engagements
"Cenovus bought back 6.93M shares in May which includes 3M preferred shares (6M total which I'm splitting equally over May and June). Given Q2 has very large upstream + downstream turnarounds a very healthy returns quarter so far. $CVE $CVE.TO #COM #OOTT"
X Link 2025-06-10T21:25Z [----] followers, [----] engagements
"We got lucky Kevin https://x.com/Kevin_AGraham/status/1933178572904292710t=cb6sxVolOMSDsLl7ytyPAg&s=19 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j https://x.com/Kevin_AGraham/status/1933178572904292710t=cb6sxVolOMSDsLl7ytyPAg&s=19 Knock knock whos there $20 Congrats to all shareholders 🍻 https://t.co/CE6zWye52j"
X Link 2025-06-12T15:21Z [----] followers, [----] engagements
"7 year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT"
X Link 2025-06-23T23:21Z [----] followers, [----] engagements
"ARC Resources bought back 1.37M shares in June. Half a year in they've almost matched the buybacks for all of [----] - although last year's buybacks were quite modest. $ARX $ARX.TO #COM #OOTT"
X Link 2025-07-04T17:44Z [----] followers, [----] engagements
"@plutusofcrete89 @BB19043 @Kevin_AGraham That's a different question. Higher cost lower quality operators often have more torque. But.if your thesis is NG will 🚀 then you might as well buy NG futures instead of investing in lower quality operators. I don't have a NG price thesis so I don't do that personally"
X Link 2025-07-09T12:54Z [----] followers, [--] engagements
"Cenovus bought back 6.91M shares in June (including pro-rated 3M prefs). Very good Q2 returns given huge upstream + downstream T/A 👍. Still hoping they hit my 5-7% '25 buybacks target but '25 cracks + wti + growth capex + SK 💣will make it tough. $CVE $CVE.TO #COM #OOTT"
X Link 2025-07-10T22:56Z [----] followers, [----] engagements
"We're gonna need a bigger Y-axis. 728bbl/d in month [--] of this monster's production. Month [--] was 572bbl/d. This is starting to get ridiculous. Will June will be peak production month $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1937290010182758545t=PENy6jtKPusQFbb3zaSNkA&s=19 [--] year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT https://t.co/FHcZHxiwIg https://x.com/EnergyInvest0r/status/1937290010182758545t=PENy6jtKPusQFbb3zaSNkA&s=19 [--] year old $TVE well now under waterflood. It has"
X Link 2025-07-23T16:54Z [----] followers, [----] engagements
"Again Peyto king of (profitable) Canadian NG had another fabulous year - Tourmaline another rough one. First things first.please consider: ✅Mike is an A+ leader ❌Mike is a god therefore any price for TOU is a no brainer $TOU $PEY #COM #OOTT 1/ https://x.com/EnergyInvest0r/status/1816642924269982060t=tkQPKrD7mgmOwKtEwYJmZA&s=19 You're welcome 😉 A year flies by quick. With reinvested dividends result is 1.53x more cash Choose your own vehicle but in my opinion. ✅Mike is an A+ leader ❌Mike is a god therefore any price for TOU is a no brainer no matter what 1/2 https://t.co/D73HTLcsHw"
X Link 2025-07-25T14:32Z [----] followers, [----] engagements
"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan and should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/7 #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan."
X Link 2025-07-28T23:33Z [----] followers, 13.2K engagements
"ARC Resources bought back 1M shares in July. They are now above their [----] buybacks though [----] was a very low buybacks year for them. Their Q2 PR point to a much higher buyback rate for 2H vs 1H though 🤞. $ARX $ARX.TO #COM #OOTT"
X Link 2025-08-06T19:49Z [----] followers, [----] engagements
"Obsidian Energy bought back 615k shares in July. They have 500k left on the current NCIB. Not much to be said - king of [----] buybacks. An SIB before end of year is definitely a possibility. $OBE $OBE.TO #COM #OOTT"
X Link 2025-08-07T16:16Z [----] followers, [----] engagements
"@Cole_Smead I'm a MEG shareholder and I easily see a path forward stand-alone. Management has done a phenomenal job Since Derek Evans (now retired) took over and barring a low $30/sh offer I'm hoping we get the chance to grow the asset buy back shares and see the lay of the land in 2028"
X Link 2025-08-08T13:39Z [----] followers, [----] engagements
"Cenovus bought back 6.57M shares in July. Capex rolls off after Q3 (and Narrows ramps further) so we will see where things go end of year. I'm still looking to land at 5-7% for the year (bottom of range now) but MEG question can blow all this up 😂. $CVE $CVE.TO #COM #OOTT"
X Link 2025-08-08T20:36Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-10T15:07Z [----] followers, [----] engagements
"Tamarack Valley Energy filed their July buybacks late this month - I believe the 10th is the TSX deadline Anyway they bought back a solid 2.06M shares to go with the dividend on top of the Woodcote purchase 🍻 $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1954560275618635942t=RwZlPyL1jYVHzxYNlHt4tw&s=19 Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-11T22:52Z [----] followers, [----] engagements
"Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19 https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19"
X Link 2025-08-26T23:01Z [----] followers, [----] engagements
"Less sexy as this is not a gusher but a nice bread and butter waterflood well. March [----] waterflood start. Roughly [--] months later production stopped declining (105bbl/d) and started slowly inclining. Producing 227bbl/d in July 🍻. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-27T02:45Z [----] followers, [----] engagements
"With solid power prices this eve today Peyto is receiving $5-7/GJ for their volumes to Cascade Power w/ [--] transport costs. Contrast this w/ July 75c/GJ AECO (and subtract 20c for transport). Crank those ACs Alberta 🍻 $PEY $PEY.TO #COM #OOTT"
X Link 2025-08-27T03:38Z [----] followers, [----] engagements
"@avionsunantiqu1 @emmpeethree @emmpeethree throwing shade at $OBE"
X Link 2025-08-30T23:04Z [----] followers, [--] engagements
"Tamarack Valley Energy bought back 1.865M shares in August. They've now reached the lower end of my 5-7% target for the year. Next [--] months likely get us to upper half of that range. Hard to see exceeding 7% for the yr given allocation to debt & divy. 🍻 $TVE $TVE.TO #COM #OOTT"
X Link 2025-09-02T15:17Z [----] followers, [----] engagements
"The present doesn't look all that bad to me $PEY $PEY.TO #COM #OOTT https://x.com/RealPeterLinder/status/1963609212409540989t=omocxSkYQYtHwGpJv3SrBw&s=19 See bellow. Interesting observations on natural gas: the current situation vs. The expected future situation. I live in the present. https://t.co/R8ET9hjsAM https://x.com/RealPeterLinder/status/1963609212409540989t=omocxSkYQYtHwGpJv3SrBw&s=19 See bellow. Interesting observations on natural gas: the current situation vs. The expected future situation. I live in the present. https://t.co/R8ET9hjsAM"
X Link 2025-09-04T18:48Z [----] followers, [----] engagements
"Cenovus bought back 11.5M shares in August (inferred amount from today's PR). Highest month of the year Unless they acquire MEG clear sailing from here as far as my 5-7% buyback estimate for the year. Q4 will have high production and lower capex. $CVE $CVE.TO #COM #OOTT"
X Link 2025-09-09T17:54Z [----] followers, [----] engagements
"'member when CIBC said our ND would be $1.327B at the end of '25 Kicker is they thought we would pay down $10M in [--] Qs 😂. Anyway down $100M in 4 Qs (along with $260M in dividends and 7.7% growth) at MUCH worse pricing $PEY $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1825319983997485180t=sFvS8WhK2Ubh8O_WO2U3mA&s=19 CIBC = 🤡 https://t.co/1uq5WQCrRX https://x.com/EnergyInvest0r/status/1825319983997485180t=sFvS8WhK2Ubh8O_WO2U3mA&s=19 CIBC = 🤡 https://t.co/1uq5WQCrRX"
X Link 2025-09-09T18:45Z [----] followers, [----] engagements
"This TVE waterflood well is just wild. The step change from May to June was huge but now it took a second large step change from July to August. 840bbl/d for the month - I believe this is a Clearwater waterflood record. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1960477797622690088t=fsM7N1HgCgChDsA1MNR55g&s=19 Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://t.co/ceqFH7bzTb https://t.co/1WAwTAa0FX"
X Link 2025-09-22T13:15Z [----] followers, [----] engagements
"Peyto benefitted +$3.70/GJ on their AECO hedges yesterday. They likely shut in some of their gas and used an unhedged producer's volumes to fulfill a portion of their contract too. Thank you for your attention to this matter 🫡 $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1970474650632397024t=QZ-PhcZkofInG0mBu3zh9g&s=19 @BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥 https://t.co/mPLs5DbzYU"
X Link 2025-09-23T15:26Z [----] followers, [----] engagements
"ARC Resources bought back 4.415M shares in September. Good improvement - that said even if they continue this pace it will have been a disappointing [----] total. $ARX $ARX.TO #COM #OOTT"
X Link 2025-10-04T11:26Z [----] followers, [----] engagements
"We should see a repeat of '24 with a modest dividend increase by TVE w/ their Q3 results. Likely a bump from 1.275c/month to 1.3c. Allows them to be screened as a growing divy payer while reducing total divypayments (via NCIB). $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1973440997708407192t=yTIJ8fF0mFAJVUP-OokYhQ&s=19 Tamarack Valley Energy bought back 2.81M shares in September. It's good to see them still buying back at a brisk pace - despite the runup still very undervalued vs $HWX. With [--] months to go breaching my 5-7% buyback target is a (slight) possibility. $TVE $TVE.TO"
X Link 2025-10-06T17:54Z [----] followers, [----] engagements
"Cenovus bought back 20.99M shares in September. Of note in Q3 Cenovus bought back more than 1/4th of the shares outstanding that they will (likely) issue to purchase $MEG. $MEG $MEG.TO #COM #OOTT"
X Link 2025-10-10T23:01Z [----] followers, [----] engagements
"It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
X Link 2025-10-10T23:13Z [----] followers, [----] engagements
"CVE is literally in the middle of increasing internal production by 150kboe/d by [----] and that's still moving ahead. They're also gonna grow their $MEG asset from 110k/d ceiling post closing to a 150k/d ceiling. $CVE $CVE.TO #COM #OOTT https://x.com/OilandEnergy/status/1978487304684544152t=9CD9LArAiz54MuvzFYt20g&s=19 Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus"
X Link 2025-10-15T16:11Z [----] followers, [----] engagements
"@Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
X Link 2025-10-21T18:42Z [----] followers, 17.4K engagements
"Just sold my whole $MEG stake for $30.01. Other than COVID buys I've only ever added $CVE in the low $20s or lower so it seemed insane to be effectively adding at $24 with $62 WTI. Proceeds all going to pay down a portion of my margin room for now. https://x.com/EnergyInvest0r/status/1976788271956213836t=AAwtWCqBZ6Uyy9fqVjGzwA&s=19 It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
X Link 2025-10-27T14:06Z [----] followers, [----] engagements
"Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html"
X Link 2025-10-29T10:36Z [----] followers, [----] engagements
"To me this is the most important part of the report. $TVE $TVE.TO #COM #OOTT /1 https://x.com/EnergyInvest0r/status/1983483142146298340t=CK5mbYbgYrPwoHibNcDYkg&s=19 Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://t.co/l68ERFZbjW https://x.com/EnergyInvest0r/status/1983483142146298340t=CK5mbYbgYrPwoHibNcDYkg&s=19 Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://t.co/l68ERFZbjW"
X Link 2025-10-29T12:38Z [----] followers, [----] engagements
"Kevin you just got lucky The deletions and excuses shall flow at a very steady rate; they always do. And the willing will of course believe the narratives because they badly want to believe em. $PEY.TO $TOU.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1983614704212963569t=dp5VKAwzg_WsqtCjcI1sdQ&s=19 Thanks Michael 🫶 Im mentally challenged but live rent free. Got it 😂 This is the only thesis I care about 1yr Total Returns: $PEY.to +41.4% $TOU.to -1.4% https://t.co/0NH7V5Xx3K https://x.com/Kevin_AGraham/status/1983614704212963569t=dp5VKAwzg_WsqtCjcI1sdQ&s=19 Thanks Michael 🫶 Im mentally"
X Link 2025-10-30T00:44Z [----] followers, [----] engagements
"$CVE with a great earnings report and it's not even [----] yet 😉. The flood of Cenovus project completions is coming. $CVE $CVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1892619742373871948t=Wv8PHjUnuh1HaA9JCY43tQ&s=19 https://www.cenovus.com/News-and-Stories/News-releases/2025/3178198 [----] - Terry ($ARX) needs to be fired. [----] - Brian ($TVE) needs to be fired. [----] - Jon ($CVE) needs to be fired. Pretend you didn't say it for the old and keep it coming for the new 😉. I love it #COM #OOTT https://x.com/EnergyInvest0r/status/1892619742373871948t=Wv8PHjUnuh1HaA9JCY43tQ&s=19"
X Link 2025-10-31T13:30Z [----] followers, [----] engagements
"That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅. https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19 https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19"
X Link 2025-11-04T23:36Z [----] followers, [----] engagements
"9 days ago I said Tourmaline would be the next to cut and was accused of being in a cult. Today Tourmaline cut their dividend from 85c/Q to 75c/Q. 1/ https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊. https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
X Link 2025-11-05T23:07Z [----] followers, 16.6K engagements
""You're gonna live with me now.I'm gonna take care of you.cuz I love you ❤." $TOU $TOU.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1986285477771813101t=DlnI9XPAP0MCIBqpqd6nOA&s=19 $TOU Q3 [----] CFPS - $1.85/sh TD & Consensus - $1.98/sh & $1.95/sh The cultists respond: ✅ Dont need FCF ✅ No dividend cut ✅ FCF can be gamed ✅ Focus on [----] You cant make this up 🤷♂ Just admit it was a tough quarter instead of embarrassing yourself 🤦 https://t.co/JpqTY4JA3G https://x.com/Kevin_AGraham/status/1986285477771813101t=DlnI9XPAP0MCIBqpqd6nOA&s=19 $TOU Q3 [----] CFPS - $1.85/sh TD & Consensus -"
X Link 2025-11-06T16:38Z [----] followers, [----] engagements
"I've liquidated $NVA and bought $ARX. Had no idea what to do with the cash but along came a 10% discount in [--] days. Will likely never ever beat my NVA trade. Nor will I likely ever be as scared of owning something like that again. What a journey. /1 https://x.com/EnergyInvest0r/status/1985853569715544445t=6kx-YNbAiAzpiFDLjkkWDQ&s=19 That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅."
X Link 2025-11-07T16:49Z [----] followers, [----] engagements
"I actually think all else equal $WCP is still a better buy here. But I think $ARX is on the clock and is either lowballing the Attachie '26 expectations (30k/d) or is going to be under a reasonable amount of pressure to get CPGd in the next 18-24 months. /2"
X Link 2025-11-07T16:54Z [----] followers, [----] engagements
"Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1986506743388463160t=gr4pBLAluRFx7aGHEB8XmA&s=19 ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT https://t.co/RXToZ3wHyZ"
X Link 2025-11-07T19:57Z [----] followers, [----] engagements
"Additionally $ARX needs to aggressively defend the SP from the wolves. $CPG had an idiotic dividend/mgmt team in the way. FAFO. $MEG took a cautious buyback approach during their turnaround. FAFO. Won't be shocked if [----] buybacks are front-loaded. https://x.com/EnergyInvest0r/status/1986885621646848179t=lAfmduxvRTARvmVcOgNAGg&s=19 Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://t.co/CXHsLYWSUh https://t.co/tIhYEkuSLe"
X Link 2025-11-07T20:08Z [----] followers, [----] engagements
"Cenovus bought back 20.9M shares in October. With [--] months remaining in [----] they've entered my lower range of 5-7% buybacks for the year. Unpredictable how they finish [----] given that they don't have a black and white post-MEG FCF allocation plan. $CVE $CVE.TO #COM #OOTT"
X Link 2025-11-10T23:58Z [----] followers, [----] engagements
"The best dry gas name in Canada just reported their earnings. 🚀🫡 $PEY $PEY.TO #COM #OOTT https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html"
X Link 2025-11-13T22:08Z [----] followers, [----] engagements
"An absolutely monstrous YoY improvement. Net debt will from here be smashed hard Q after Q while growing production 7-8%/yr & paying a dividend other dry gas names can only dream about. Repsol acquisition digested. The Deep Basin Advantage cometh 🍻. $PEY $PEY.TO #COM #OOTT"
X Link 2025-11-13T22:29Z [----] followers, [----] engagements
"@Kevin_AGraham Highest margins on an absolutely miserable NG quarter and year(s) for WCSB NG. The Peyto team has completely disconnected us from the reality of producing and selling NG in Alberta. Amazing work pushing the limits both on the top and bottom line at the same time"
X Link 2025-11-14T14:17Z [----] followers, [----] engagements
"Me an absolute Peyto degenerate checking my portfolio this morning with the prior knowledge that Peyto has only low quality non-Montney inventory. $PEY $PEY.TO #COM #OOTT"
X Link 2025-11-14T16:38Z [----] followers, [----] engagements
"$TOU $TOU.TO #COM #OOTT https://x.com/inthemoneypod/status/1990879050877813064t=FiUVq8VPIreNoqL3zJQYCg&s=19 https://x.com/inthemoneypod/status/1990879050877813064t=FiUVq8VPIreNoqL3zJQYCg&s=19"
X Link 2025-11-19T13:28Z [----] followers, [----] engagements
"Today's average spot prices at various NG hubs: Henry Hub: [----] Dawn: [----] Chicago Citygate: [----] Ventura: [----] Emerson: [-----] Malin: [----] Empress $CAD: [-----] AECO $CAD: [-----] Yesterday's AESO pool price $CAD: [------] 🚀 #COM #OOTT https://x.com/EnergyInvest0r/status/1990925349350220269t=LZWFM8L1_BI3OYLOajmfOw&s=19 Today's average spot prices at various NG hubs: Henry Hub: [----] Dawn: [---] Chicago Citygate: [----] Ventura: [---] Emerson: [----] Malin: [----] Empress: [----] CAD AESO Pool Price (Yesterday): [-----] CAD #COM #OOTT https://t.co/HIMjGY2d8D"
X Link 2025-11-19T23:40Z [----] followers, [----] engagements
"@RazorOil Embarrassing. Guy is lying to his followers about Peyto's payout ratio (88% so far for '25 will fall further by EoY). Info shared on one side and desperate attempts to lie about Peyto on the other. Absolutely Pathetic. Sad thing is some likely make decisions based on his lies"
X Link 2025-11-21T00:33Z [----] followers, [---] engagements
"Today's NG hub average spot prices: HH: [-----] Dawn: [-----] Chicago: [---] Ventura: [----] Emerson: [----] Malin: [---] Empress $CAD: [----] AECO $CAD: [----] Yesterday's AESO Pool Price ($CAD): [-----] #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO https://x.com/EnergyInvest0r/status/1993083902546878760t=mU44K6d1-sgrB03sNPQMRg&s=19 Today's average NG hub prices: HH: [-----] Dawn: [----] Chicago: [-----] Ventura: [----] Emerson: [-----] Malin: [----] Empress ($CAD): [----] AECO ($CAD): [----] AESO Pool Price Yesterday ($CAD): [-----] #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO"
X Link 2025-11-25T23:08Z [----] followers, [----] engagements
"People hoping for $PEY underperformance will not want to read TD's 🔥 report from yesterday. I thought about redacting $TOU numbers in order to put into practice my sensitivity training but F it. Just don't look at the right side of the charts 😂. $PEY $PEY.TO #COM #OOTT"
X Link 2025-12-04T14:43Z [----] followers, [----] engagements
"Today's NG hubs average spot price: HH: [----] Dawn: [----] Chicago: [----] Ventura: [----] Emerson: [-----] 🚀 Malin: [----] Empress: [-----] $CAD AECO: [-----] $CAD Yesterday's AESO pool price: [-----] $CAD #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO https://x.com/i/status/1998543188357951540 Today's NG hubs average spot price 🚀: HH [-----] Dawn [----] Chicago [----] Ventura [-----] Emerson [----] Malin [----] Empress ($CAD) [-----] AECO ($CAD) [----] Yesterday's AESO ($CAD) [-----] #COM #OOTT $PEY $PEY.TO $ARX $ARX.TO $TOU $TOU.TO $BIR $BIR.TO https://t.co/ehr9UiZaDM https://t.co/bhPgTKERD7"
X Link 2025-12-10T23:39Z [----] followers, [----] engagements
"Obsidian Energy bought back 715k shares in December. Note Sept onwards (NCIB completed) were prepaid forward contracts were utilized - imo a shrewd way to continue buybacks without paying the SIB premium. Kudos to management. 14.8% bought back in [----] $OBE $OBE.TO #COM #OOTT"
X Link 2026-01-02T18:13Z [----] followers, [----] engagements
"@Mackslann @LouisRo96503649 That was mid-day. Not sure if that was the settled price"
X Link 2026-01-23T00:38Z [----] followers, [--] engagements
"$PEY $PEY.TO #COM #OOTT https://x.com/i/status/2015834115371893174 Next Day natural gas prices $30 at Henry hub $120 in the NE $60 in the Midwest Even Dawn woke up to $60 $2.40 AECO Elbozos up https://x.com/i/status/2015834115371893174 Next Day natural gas prices $30 at Henry hub $120 in the NE $60 in the Midwest Even Dawn woke up to $60 $2.40 AECO Elbozos up"
X Link 2026-01-26T19:36Z [----] followers, [----] engagements
"Having produced 30-50bbl/d since September [----] this beauty has been brought back to life by the TVE team in the last couple of months now producing 372bbl/d in December. $TVE $TVE.TO #COM #OOTT"
X Link 2026-01-26T21:34Z [----] followers, [----] engagements
"@notjaso79646447 @ShaleTier7 That said they didn't want to say how that looks going forward at the time other than the vague info that they make the decision so I have personally assume no Chicago exposure to the storm - no way to know unless they comment on the monthly report or the Quarterly PRs. /2"
X Link 2026-01-28T13:38Z [----] followers, [--] engagements
"@notjaso79646447 @ShaleTier7 For BIR info from them was that they do indeed just let their basis HH settle monthly as per default. They won't be too sad about receiving $6USD minus basis cost in Feb for those volumes based on current prices. It beats AECO handily at any rste great basis swap"
X Link 2026-01-28T13:39Z [----] followers, [--] engagements
"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan & should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/9 $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791s=20 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in"
X Link 2026-01-29T00:20Z [----] followers, [----] engagements
"Again since the proposed buyer was $TOU I'll compare them as its the supposed paragon of how it's done. Since $TOU has "no debt issues to worry about" it should smoke $PEY over time. FYI $TOU is free to buy PEY at fair value but it's not needed 2/9"
X Link 2026-01-29T00:20Z [----] followers, [---] engagements
"Cumulative FCF % + Growth: We finally have a full year. Peyto has brought 3x the FCF + growth per share vs Tourmaline. If you're still coping about why PEY is annihilating TOU SP hopefully a wakeup call if you think TOU will "catch up". It won't gonna get better this yr. 3/9"
X Link 2026-01-29T00:20Z [----] followers, [---] engagements
"Debt Paydown. As promised I've tried to bring more context as TOU's dividend is paltry compared to PEY's making PEY debt paydown even more impressive. I've "simulated" TOU's debt paydown if they had Peyto's dividend yield when this all started. 4/9 https://x.com/EnergyInvest0r/status/1985340180115358096s=20 Context lost above is PEY's divy yield is much higher. Next time I'll try to show directly how hard a time TOU would have to support Peyto's high yield. Maybe TOU needs to reduce the special divy again or sell more TPZ Ironic given how this quarterly thread came to be 7/8"
X Link 2026-01-29T00:20Z [----] followers, [---] engagements
"Last one is a new graph to replace the third old one. Two reasons: [--]. TOU's rough FCF performance broke the graph as TOU's FCF (and thus payout ratio) went negative. [--]. I wanted to show just how much TOU is struggling to juggle everything. 5/9"
X Link 2026-01-29T00:20Z [----] followers, [--] engagements
"1. We can see Peyto has little problem paying the dividend - even covering it during Q3 with negative NG prices. [--]. We can see Tourmaline failing to cover the dividend in all [--] quarters with an absolutely miserable showing in Q3. Low cost 🤔 6/9"
X Link 2026-01-29T00:20Z [----] followers, [--] engagements
"3. You can see how the reds (Peyto dividend and FCF) tower over the blues (Tourmaline dividend and FCF). [--]. You can pair Peyto FCF with TOU dividend to show how easy Peyto could pay TOU divy and vice versa to show how boned TOU would be. Finance Vibes + narratives. 7/9"
X Link 2026-01-29T00:20Z [----] followers, [---] engagements
"With AECO Feb $2.50CAD but Chicago $9.60USD Dawn $8.10USD Emerson (no access looks like $5-9USD) & most of HH additions hedged $4.50USD we can lock in November's marketing push as a Q1 A++. Get ready 🍻 Q4 💵 Q1 💵💵💵 $PEY $PEY.TO #COM #OOTT https://x.com/i/status/1981176585060557294 Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1 https://x.com/i/status/1981176585060557294"
X Link 2026-01-30T14:35Z [----] followers, [----] engagements
"Obsidian Energy off to a strong start having bought back 450k shares via prepaid forward contracts in January - the NCIB has already been completed and will renew in March. $OBE $OBE.TO #COM #OOTT"
X Link 2026-02-02T18:44Z [----] followers, [----] engagements
"@AssetTraveller They left hundreds of millions of FCF unspent from [----] and reiterated it's not going towards debt that it's all going to be returned. They also said they would be buying back stratrgically rather than as the money comes in. Not sure what other explanation there is"
X Link 2026-02-02T20:37Z [----] followers, [---] engagements
"@RaminTp @BB19043 Management isn't the problem. Commodity prices and Attachie are the problem"
X Link 2026-02-03T02:37Z [----] followers, [--] engagements
"@techwithpl If the sale happens your return is the sale price of the assets. You are in control in the mean time. They bought back 15% sharws last year. You can sell (100%/85% - 1) = 17% of your shares and still own the same % of the company. Make your own dividend if you need it"
X Link 2026-02-03T11:49Z [----] followers, [--] engagements
"💵 Google Cloud operating margin went from 23.7% to 30.1% QoQ 💵 Cloud backlog up 55% to $240B QoQ Another knockout quarter & year. If you want this company to return cash rather than to invest more of it you are insane. 🍻 $GOOGL $GOOG https://x.com/i/status/1985660302348665335 For every $1 of revenue added to Google Cloud in the last [--] months more than $0.43 went to operating income. Given the expanding size of the backlog lots more years of operating margin expansion coming from the current 23.7%. $GOOG $GOOGL https://t.co/ObKCCA6gqX https://t.co/WLRZ59kTg7"
X Link 2026-02-05T16:21Z [----] followers, [---] engagements
"@Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan. https://x.com/EnergyInvest0r/status/1856382835403436133t=IePT_h3meUOtSnF03whOkw&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a"
X Link 2024-11-13T14:31Z [----] followers, 35.4K engagements
"As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
X Link 2024-11-12T17:05Z [----] followers, 27K engagements
"MEG Energy hammering the buyback to start the year buying back 2.93M shares. A very solid YoY increase as well. $MEG $MEG.TO #COM #OOTT"
X Link 2025-02-05T00:04Z [----] followers, [----] engagements
"MEG Energy bought back 3.1M shares in March. They bought back as much of the company in the first [--] months of [----] as in the first [--] months of [----]. And remember no dividend this time last year and almost no growth capex. $MEG $MEG.TO #COM #OOT"
X Link 2025-04-02T19:40Z [----] followers, [----] engagements
"Cenovus announces repurchase of 84% of its outstanding warrants at an effective SP of $22.18. Buybacks will slow down for a while but they just prevented 2.4% of dilution so this is effectively the same program. https://www.globenewswire.com/en/news-release/2023/06/14/2687878/0/en/Cenovus-announces-repurchase-of-84-of-its-outstanding-warrants.html https://www.globenewswire.com/en/news-release/2023/06/14/2687878/0/en/Cenovus-announces-repurchase-of-84-of-its-outstanding-warrants.html"
X Link 2023-06-14T11:21Z [----] followers, 17.2K engagements
""Don't time the market" but looking back a year from now think this is going to prove to be great timing. In a lower FCF environment the much lower cost of buying back warrants will make the excess FCF use more impactful as well. Well done CVE. https://x.com/EnergyInvest0r/status/1668941722234114049t=P8p2fBO65lN1PetmXczN2A&s=19 Cenovus announces repurchase of 84% of its outstanding warrants at an effective SP of $22.18. Buybacks will slow down for a while but they just prevented 2.4% of dilution so this is effectively the same program. https://t.co/olHPvS0gU5"
X Link 2023-06-15T18:05Z [----] followers, 13.8K engagements
"Interactive Brokers just sent me an email that $CVE is merging. Has anyone seen any official news I'm not making this up but see nothing on the Cenovus newswire or website. $CVE $CVE.TO #COM #OOTT"
X Link 2025-03-27T01:17Z [----] followers, 17.4K engagements
"Peyto continuing to drill across Repsol land base which was not touched for years prior to acq. Indicates that they're continuing to see quality across a wide range of locations & should result in another scorching reserves report [--] months from now.🍻 $PEY $PEY.TO #COM #OOTT"
X Link 2025-04-14T13:01Z [----] followers, [----] engagements
"Cenovus bought back 11.5M shares in August (inferred amount from today's PR). Highest month of the year Unless they acquire MEG clear sailing from here as far as my 5-7% buyback estimate for the year. Q4 will have high production and lower capex. $CVE $CVE.TO #COM #OOTT"
X Link 2025-09-09T17:54Z [----] followers, [----] engagements
"Cenovus bought back 6.93M shares in May which includes 3M preferred shares (6M total which I'm splitting equally over May and June). Given Q2 has very large upstream + downstream turnarounds a very healthy returns quarter so far. $CVE $CVE.TO #COM #OOTT"
X Link 2025-06-10T21:25Z [----] followers, [----] engagements
"A little gem in $SCR.TO's Q1 MD&A: their MEG purchases. A bit of math shows 19.1M shares @ $24.04. Prior to going public with the bid SCR was.underwaterous on the purchases that they bought just months earlier. More importantly makes it highly likely they will bid higher"
X Link 2025-05-22T02:48Z [----] followers, [----] engagements
"Cenovus bought back 1M in shares in January. Yes they did. $CVE $CVE.TO #COM #OOTT"
X Link 2025-02-10T23:44Z [----] followers, [----] engagements
"An absolutely monstrous YoY improvement. Net debt will from here be smashed hard Q after Q while growing production 7-8%/yr & paying a dividend other dry gas names can only dream about. Repsol acquisition digested. The Deep Basin Advantage cometh 🍻. $PEY $PEY.TO #COM #OOTT"
X Link 2025-11-13T22:29Z [----] followers, [----] engagements
"Cenovus bought back 8.6M shares in September. Great month given CL turnaround + Sunrise payment allocation. With ND allocation behind them after Q3 I'd expect 8-12M/month for the next [--] months (at reasonable commodity prices). $CVE $CVE.TO #COM #OOTT"
X Link 2024-10-10T22:18Z [----] followers, [----] engagements
"9 days ago I said Tourmaline would be the next to cut and was accused of being in a cult. Today Tourmaline cut their dividend from 85c/Q to 75c/Q. 1/ https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊. https://x.com/EnergyInvest0r/status/1980706245192610216t=toCU_gRreR-_R9tz6bTRDQ&s=19 @Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
X Link 2025-11-05T23:07Z [----] followers, 16.6K engagements
"@Kevin_AGraham TOU maybe as soon as [--] days from now 😊"
X Link 2025-10-21T18:42Z [----] followers, 17.4K engagements
"Today I made major changes in my O&G portfolio. ✅ Liquidated: $ARX $CPG 1/2 of $NVA. ✅ Replaced with a shitton of $PEY Last week has been rough for all [--] SPs but it has only been rough for projected earnings on [--] of the [--] producers. /1"
X Link 2025-04-10T01:54Z [----] followers, [----] engagements
"Cenovus bought back 20.99M shares in September. Of note in Q3 Cenovus bought back more than 1/4th of the shares outstanding that they will (likely) issue to purchase $MEG. $MEG $MEG.TO #COM #OOTT"
X Link 2025-10-10T23:01Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 4.4M shares in March. In the first [--] months of [----] TVE has bought back as much of the company as in the first 7+ months of [----]. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1907050229125312684t=sIyyg_dkXswYER7rPhFtEw&s=19 TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://t.co/boPhr9e0lu https://t.co/UFQg5poedL"
X Link 2025-04-01T14:27Z [----] followers, [----] engagements
"TVE continuing to look like they will be well above 2025F production guidance in Q1 with [--] more quarters of growth to go. Look for them to upward revise the [--] year plan again on the back of strong '24 and Q1 [--] performance. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19 https://x.com/EnergyInvest0r/status/1895499173224693954t=MUJtsMoaMKbHYRZAG887GA&s=19"
X Link 2025-04-01T12:39Z [----] followers, 10.5K engagements
"7 year old $TVE well now under waterflood. It has never in its [--] years of production had higher oil production than in May [----]. 🍻 #COM #OOTT"
X Link 2025-06-23T23:21Z [----] followers, [----] engagements
"@Cole_Smead I'm a MEG shareholder and I easily see a path forward stand-alone. Management has done a phenomenal job Since Derek Evans (now retired) took over and barring a low $30/sh offer I'm hoping we get the chance to grow the asset buy back shares and see the lay of the land in 2028"
X Link 2025-08-08T13:39Z [----] followers, [----] engagements
"Tamarack Valley Energy starts January off with a bang. 4.97M shares bought back in additional to the dividend. YoY looking great early in the year. $TVE $TVE.TO #COM #OOTT"
X Link 2025-02-04T19:14Z [----] followers, [----] engagements
"@tradeoilstocks Yes. This is a [----] name yet it's [----] and you keep looking at it every [--] minutes. Buybacks do absolutely nothing short term they do work over years and years. This is how you sold TVE when you should have been buying it at the bottom (to be fair most people agreed with you)"
X Link 2024-10-08T15:29Z [----] followers, [----] engagements
"Peyto has pretty much confirmed in their Jan presentation that they were able to meet their 2024E goal of finding 10%/mcfe OpEx savings. They promise more OpEx savings to come in [--] & [--]. Lots more savings coming our way. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1856382835403436133t=J-Oa8vt5xRH9mXjg0ZlV3w&s=19 As we await Peyto's Q3 ER tonight it should be obvious that we won't see a quarter as "bad" as Q3 for a long time from here. ("Bad" in quotes because most names would line up to have a Q like this while digesting a purchase & growing).🧵 $PEY $PEY.TO #COM #OOTT"
X Link 2025-01-09T03:05Z [----] followers, [----] engagements
"MEG Energy bought back 1.27M shares in December. No sugar-coaring it October started off hot but Q4 buybacks as a whole have been disappointing. $MEG $MEG.TO #COM #OOTT"
X Link 2025-01-09T02:49Z [----] followers, [----] engagements
"Cenovus bought back 6.57M shares in July. Capex rolls off after Q3 (and Narrows ramps further) so we will see where things go end of year. I'm still looking to land at 5-7% for the year (bottom of range now) but MEG question can blow all this up 😂. $CVE $CVE.TO #COM #OOTT"
X Link 2025-08-08T20:36Z [----] followers, [----] engagements
"I gotta get my kid ready for the day but holy fuck it looks like $TVE fucking killed it $CVE and now $TVE. I can only take so much winning on [--] day https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q2-2024-financial-results-achieves-milestone-to-increase-shareholder-returns-and-provides-operational-update-857868910.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q2-2024-financial-results-achieves-milestone-to-increase-shareholder-returns-and-provides-operational-update-857868910.html"
X Link 2024-08-01T11:07Z [----] followers, [----] engagements
"Despite heavy Q2 upstream & downstream turnarounds Cenovus bought back 9.38M shares in April close to what it bought back in all of Q1. Important note they also continued the 0.5M/d buyback pace in the beginning of May. Q2 dividend was raised by 11%. $CVE $CVE.TO #COM #OOTT"
X Link 2025-05-09T21:31Z [----] followers, [----] engagements
"CVE is literally in the middle of increasing internal production by 150kboe/d by [----] and that's still moving ahead. They're also gonna grow their $MEG asset from 110k/d ceiling post closing to a 150k/d ceiling. $CVE $CVE.TO #COM #OOTT https://x.com/OilandEnergy/status/1978487304684544152t=9CD9LArAiz54MuvzFYt20g&s=19 Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus"
X Link 2025-10-15T16:11Z [----] followers, [----] engagements
"Cenovus has built a 9.8% stake in MEG Energy ahead of the Oct. [--] shareholder vote on its $6.16B takeover offer ending a rare oil sands bidding war after Strathcona bowed out. Consolidation not new drilling is driving Canadas growth. #OOTT #OilSands #Cenovus https://oilprice.com/Latest-Energy-News/World-News/Cenovus-Boosts-MEG-Energy-Stake-Ahead-of-Crucial-Takeover-Vote.html https://oilprice.com/Latest-Energy-News/World-News/Cenovus-Boosts-MEG-Energy-Stake-Ahead-of-Crucial-Takeover-Vote.html"
X Link 2025-10-15T15:45Z 79.8K followers, 10.8K engagements
"Tamarack Valley Energy bought back 1.865M shares in August. They've now reached the lower end of my 5-7% target for the year. Next [--] months likely get us to upper half of that range. Hard to see exceeding 7% for the yr given allocation to debt & divy. 🍻 $TVE $TVE.TO #COM #OOTT"
X Link 2025-09-02T15:17Z [----] followers, [----] engagements
"Cenovus bought back 6.91M shares in June (including pro-rated 3M prefs). Very good Q2 returns given huge upstream + downstream T/A 👍. Still hoping they hit my 5-7% '25 buybacks target but '25 cracks + wti + growth capex + SK 💣will make it tough. $CVE $CVE.TO #COM #OOTT"
X Link 2025-07-10T22:56Z [----] followers, [----] engagements
"ARC Resources bought back 3.95M shares in March. Their [----] buybacks will likely surpass their [----] full year buybacks in the next month or two. $ARX $ARX.TO #COM #OOTT"
X Link 2025-04-03T20:17Z [----] followers, [----] engagements
"As Henry Hub dips below $3 a reminder that Peyto has completely hedged HH Q2 & Q3 and has [--] exposure (hedged at $US3.80). Only 29% of their US denominated exposure is left floating - mainly Dawn/Malin/Chicago). Revenue secured. For better or worse $PEY $PEY.TO #COM #OOTT"
X Link 2025-04-22T18:04Z [----] followers, [----] engagements
"Good news for $PEY shareholders - Peyto IR has informed me that the Cascade Power contract came into effect as of August [--] [----]. Long wait but we have now removed 60000GJ/d from AECO-like prices"
X Link 2024-09-09T20:57Z [----] followers, [----] engagements
"Gentle reminder that Q4 [--] WCS diff was $23 vs $12 today. If low $70s WTI holds - IF - could be superb Q4 [--] for heavy producers. Lower interest rates + less debt YoY too. Also heavy producers are allocating much higher % FCF to buybacks YoY🍻 h/t @fumoney2016 #COM #OOTT"
X Link 2024-10-09T02:26Z [----] followers, [----] engagements
"Cenovus bought back 6.24M shares in November (note: the company in November announced the redemption of 10M preferred shares outside of the NCIB - these are real share cancellations which I will credit 5M towards November and 5M towards December). $CVE $CVE.TO #COM #OOTT"
X Link 2024-12-11T00:06Z [----] followers, [----] engagements
"On Nov [--] [----] it was suggested that $PEY would struggle to pay down debt + pay its divy + execute its growth plan and should think about selling (to $TOU) or cut its dividend. I disagreed that it needed to do any of those things. 1/7 #COM #OOTT https://x.com/EnergyInvest0r/status/1856706578852073791 @Kevin_AGraham @Mackslann @garquake @BubleQe Q3 = sweet spot for a biased take. After Q3 argument evaporates ND moves in one direction for next [--] Qs under almost any awful scenario you can think of. Accountability: I'll revisit this post rain or shine after every single $PEY ER in 24-26 plan."
X Link 2025-07-28T23:33Z [----] followers, 13.2K engagements
"Peyto benefitted +$3.70/GJ on their AECO hedges yesterday. They likely shut in some of their gas and used an unhedged producer's volumes to fulfill a portion of their contract too. Thank you for your attention to this matter 🫡 $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1970474650632397024t=QZ-PhcZkofInG0mBu3zh9g&s=19 @BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥 https://t.co/mPLs5DbzYU"
X Link 2025-09-23T15:26Z [----] followers, [----] engagements
"@BB19043 Looks great if 1) you hedged over a year ago @ $4/mcf 2) you dont have any AECO exposure. 🤔 Who would that be $PEY outperformance in [----] will be bigger than [----] [----] or [----] 🔥 🚀 🔥"
X Link 2025-09-23T13:05Z [----] followers, [----] engagements
"I've liquidated $NVA and bought $ARX. Had no idea what to do with the cash but along came a 10% discount in [--] days. Will likely never ever beat my NVA trade. Nor will I likely ever be as scared of owning something like that again. What a journey. /1 https://x.com/EnergyInvest0r/status/1985853569715544445t=6kx-YNbAiAzpiFDLjkkWDQ&s=19 That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅."
X Link 2025-11-07T16:49Z [----] followers, [----] engagements
"That's the third of my names taken out this year. This one was the least opportunistic. I did swap out of half my holding ealier in '25 (dammit). 48X for the half left over 🚀. On the + side third NCIB count eliminated from my monthly workload 😅. https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19 https://x.com/EnergyInvest0r/status/1985517503653822637t=uEGu7p8GU4yG1PXbmK3c2Q&s=19"
X Link 2025-11-04T23:36Z [----] followers, [----] engagements
"MEG Energy bought back 2.84M shares in October. This is the first month of the year in which MEG has returned 1% to shareholders. With heavy differentials tight production ramp into year-end & no major capex we should see a good end to the year. $MEG $MEG.TO #COM #OOTT"
X Link 2024-11-02T01:13Z [----] followers, [----] engagements
"@geoeconomic10 Not a house owner myself but more bedrooms/more bathrooms Doesn't seem like a 1:1 comparison"
X Link 2023-08-01T14:40Z [----] followers, [----] engagements
"With solid power prices this eve today Peyto is receiving $5-7/GJ for their volumes to Cascade Power w/ [--] transport costs. Contrast this w/ July 75c/GJ AECO (and subtract 20c for transport). Crank those ACs Alberta 🍻 $PEY $PEY.TO #COM #OOTT"
X Link 2025-08-27T03:38Z [----] followers, [----] engagements
"$MEG has now repurchased all their 7.125% notes (had $100M US notes to repurchase at Q2E repurchased $100M in Q3). Left w/ $600M in 5.875% notes as far as LT debt which they do not plan to repurchase. They likely hit the NET debt target in early to mid August (ie not today)"
X Link 2024-09-24T16:50Z [----] followers, [----] engagements
"ARC Resources bought back 1.37M shares in June. Half a year in they've almost matched the buybacks for all of [----] - although last year's buybacks were quite modest. $ARX $ARX.TO #COM #OOTT"
X Link 2025-07-04T17:44Z [----] followers, [----] engagements
"Just sold my whole $MEG stake for $30.01. Other than COVID buys I've only ever added $CVE in the low $20s or lower so it seemed insane to be effectively adding at $24 with $62 WTI. Proceeds all going to pay down a portion of my margin room for now. https://x.com/EnergyInvest0r/status/1976788271956213836t=AAwtWCqBZ6Uyy9fqVjGzwA&s=19 It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
X Link 2025-10-27T14:06Z [----] followers, [----] engagements
"It was a good [--] years followed by a bitter last year and a rollercoaster last few months. More ownership in $CVE was personally my desired result for over a year now though I hoped for a better swap ratio. $MEG $MEG.TO $CVE $CVE.TO #COM #OOTT"
X Link 2025-10-10T23:13Z [----] followers, [----] engagements
"Peyto's Repsol acquisition one year later. Lots of info and no filler on these slides. [----] is gonna be great. Best part is we likely get to repeat the growth in [----] and [----] - fill more Repsol infra with banger wells and capture even more synergies. $PEY $PEY.TO #COM #OOTT"
X Link 2025-01-20T15:16Z [----] followers, [----] engagements
"ARC Resources bought back 4.415M shares in September. Good improvement - that said even if they continue this pace it will have been a disappointing [----] total. $ARX $ARX.TO #COM #OOTT"
X Link 2025-10-04T11:26Z [----] followers, [----] engagements
"Wow.what a Quarter. $TVE $TVE.TO #COM #OOTT https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-q3-2025-results-enhanced-corporate-guidance-and-dividend-increase-878080808.html"
X Link 2025-10-29T10:36Z [----] followers, [----] engagements
"Arc Resources bought back 2.96M shares in September. Notably bought back almost as much this month as it did the rest of [----]. $ARX $ARX.TO #COM #OOTT"
X Link 2024-10-04T00:25Z [----] followers, [----] engagements
"There's only one Gas name worth owning - $PEY.TO ✅Growth ✅Yield ✅Value ✅Core https://x.com/emmpeethree/status/1841295668134174922t=ooiVvlONtHpKHycvz3HBkQ&s=19 TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE $NVA Exits the matrix: $BP $TOU #COM #OOTT https://t.co/F46Ac3XGp5 https://x.com/emmpeethree/status/1841295668134174922t=ooiVvlONtHpKHycvz3HBkQ&s=19 TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU"
X Link 2024-10-02T02:27Z [----] followers, [----] engagements
"TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE $NVA Exits the matrix: $BP $TOU #COM #OOTT TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits the matrix: $NVA #COM #OOTT https://t.co/Hvw5fjtuaU TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits"
X Link 2024-10-02T01:54Z [----] followers, 10.1K engagements
"MEG Energy bought back 2.13M shares in September. As of October they are moving to 100% FCF returned to shareholders so we should see a lot less stinker months from here as far as buybacks are concerned. $MEG $MEG.TO #COM #OOTT"
X Link 2024-10-01T23:36Z [----] followers, [----] engagements
"MEG Energy has bought back 1.77M shares in November. #MEG #COM #OOTT"
X Link 2024-12-02T21:03Z [----] followers, [----] engagements
"Tamarack Valley Energy filed their July buybacks late this month - I believe the 10th is the TSX deadline Anyway they bought back a solid 2.06M shares to go with the dividend on top of the Woodcote purchase 🍻 $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1954560275618635942t=RwZlPyL1jYVHzxYNlHt4tw&s=19 Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-11T22:52Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back a donut in July likely due to timing & cash demands of the $51.5M acquisition of Woodcote Oil and Gas. Mgmt has indicated mid $5 SP is still attractive for buybacks. They'll comfortably hit my 5-7% '25 buyback target. $TVE $TVE.TO #COM #OOTT"
X Link 2025-08-10T15:07Z [----] followers, [----] engagements
"MEG Energy bought back 0.6M shares in February. A stinker of a month as far as the NCIB is concerned. They would have had really good netbacks in February. $MEG $MEG.TO #COM #OOTT"
X Link 2025-03-05T01:58Z [----] followers, [----] engagements
"Peyto's Repsol acquisition proving to be exactly as advertised. All that's left now is to sit back and keep getting PEYd. One of the more exciting monthly reports I've had the pleasure of reading from the team. $PEY $PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most prolific in recent years average production from wells brought on stream to date in [----] which are outperforming some of our previous (& best) programs by more than 25% 🚀🚀 1/x https://t.co/tiPmECSEZb $PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most"
X Link 2024-11-05T14:32Z [----] followers, [----] engagements
"$PEY monthly report is out 😮 [----] drilling program is shaping up to be one of the most prolific in recent years average production from wells brought on stream to date in [----] which are outperforming some of our previous (& best) programs by more than 25% 🚀🚀 1/x"
X Link 2024-11-05T04:04Z [----] followers, 10.8K engagements
"To the folks selling me more Peyto shares in the low $15s earlier in the month: please remember to continue to dress warm and enjoy the reserves report tomorrow. 🍻 $PEY $PEY.TO #COM #OOTT https://x.com/HFI_Research/status/1892253658508624081t=hHfdOizJUlnG8hw-btJMdw&s=19 Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness. https://t.co/1mFbgBveKL https://x.com/HFI_Research/status/1892253658508624081t=hHfdOizJUlnG8hw-btJMdw&s=19 Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness."
X Link 2025-02-19T17:27Z [----] followers, [----] engagements
"Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness"
X Link 2025-02-19T16:43Z 74.2K followers, 31.6K engagements
"ARC Resources bought back 0.96M shares in August. So far it has been a fairly underwhelming [----] for returns especially given Attachie [----] in-service but there's a 1/3rd of the year to go. $ARX $ARX.TO #COM #OOTT"
X Link 2025-09-04T18:08Z [----] followers, [----] engagements
"This TVE waterflood well is just wild. The step change from May to June was huge but now it took a second large step change from July to August. 840bbl/d for the month - I believe this is a Clearwater waterflood record. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1960477797622690088t=fsM7N1HgCgChDsA1MNR55g&s=19 Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://t.co/ceqFH7bzTb https://t.co/1WAwTAa0FX"
X Link 2025-09-22T13:15Z [----] followers, [----] engagements
"Month [--] looking great on this waterflooded well. The last [--] months are responsible for 10% of this well's total production. $TVE $TVE.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19 https://x.com/EnergyInvest0r/status/1950501644593983650t=nT49hHniqe6eZYn10oesMg&s=19"
X Link 2025-08-26T23:01Z [----] followers, [----] engagements
"Big thank you to @arcresources for giving me the opportunity to attend the Investor Update in person. The presentation was fluff-free and packed with new info. All team members I had a chance to speak w/ were time-generous & offered no-nonsense answers to my questions/comments"
X Link 2023-06-23T03:59Z [----] followers, [----] engagements
"Keep an eye out on Venezuela. #OIL #COM #OOTT"
X Link 2025-01-10T16:44Z [----] followers, [----] engagements
"Tamarack Valley Energy bought back 3.9M shares in April. YTD equal what they bought through to end of August for [----]. Broken record but I can't emphasize enough that they are lowballing their [----] prod guidance. Waterflood prod looking phenomenal. $TVE $TVE.TO #COM #OOTT"
X Link 2025-05-02T15:17Z [----] followers, [----] engagements
"Cenovus bought back 4.9M shares in February - which includes 4M preferred shares (8M total prorated evenly over Feb & March) and 900k NCIB shares. $CVE $CVE.TO #COM #OOTT"
X Link 2025-03-10T22:27Z [----] followers, [----] engagements
"MEG Energy bought back a paltry 448k shares in April. I know they have a turnaround which started late April - still too low. $MEG $MEG.TO #COM #OOTT"
X Link 2025-05-09T10:41Z [----] followers, [----] engagements
"Great results by TVE I initially read the below as $53M FCF and said 'yep I' a moron I was wrong. https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-third-quarter-2023-financial-results-and-provides-operational-update-864879562.html https://www.newswire.ca/news-releases/tamarack-valley-energy-announces-third-quarter-2023-financial-results-and-provides-operational-update-864879562.html"
X Link 2023-10-26T12:14Z [----] followers, [----] engagements
"Get ready for $ARX to close to (if not over - #DareToDream for a cold winter) double the current buybacks by the end of the year as they turn 82% in [--] quarters into 100% in [--] quarters. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1986506743388463160t=gr4pBLAluRFx7aGHEB8XmA&s=19 ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT https://t.co/RXToZ3wHyZ"
X Link 2025-11-07T19:57Z [----] followers, [----] engagements
"ARC Resources bought back 1.3M shares in October. I left the dividend info blank for now but would expect a dividend bump from 19c to 21c/Q for the final quarterly dividend of the year. $ARX $ARX.TO #COM #OOTT"
X Link 2025-11-06T18:51Z [----] followers, [----] engagements
"$CVE.TO Cenovus bought back 19.3M shares in August. A good start to their first 100% FCF returns month but I would be suprised if this pace continued. #OOTT #COM"
X Link 2024-09-15T00:30Z [----] followers, [----] engagements
"Me an absolute Peyto degenerate checking my portfolio this morning with the prior knowledge that Peyto has only low quality non-Montney inventory. $PEY $PEY.TO #COM #OOTT"
X Link 2025-11-14T16:38Z [----] followers, [----] engagements
"Cenovus bought back 2.75M shares in October. Over the last [--] months since hitting ND target they've bought back 1.5% total shares which is generally in line with my post ND-target expectations of 0.4-0.6%/month (until a project or is complete). $CVE $CVE.TO #COM #OOTT"
X Link 2024-11-09T00:47Z [----] followers, [----] engagements
"$NVA just continues to fire on all cylinders. Knew the net debt would be met knew the Cali pricing was gonna be juicy but then they also produce above guidance :). https://www.globenewswire.com/news-release/2023/01/16/2589509/0/en/NuVista-Energy-Ltd-Announces-Record-Quarterly-Production-and-Increased-Return-of-Capital-to-Shareholders.html https://www.globenewswire.com/news-release/2023/01/16/2589509/0/en/NuVista-Energy-Ltd-Announces-Record-Quarterly-Production-and-Increased-Return-of-Capital-to-Shareholders.html"
X Link 2023-01-17T02:12Z [----] followers, [----] engagements
"$ARX bought back 7.175M shares in November. They've got another [--] months left at November's pace for the current NCIB (which would complete the NCIB [--] months early) @BubleQe @NachoTrust @emmpeethree1"
X Link 2022-12-05T23:24Z [----] followers, [--] engagements
"The best dry gas name in Canada just reported their earnings. 🚀🫡 $PEY $PEY.TO #COM #OOTT https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html https://www.globenewswire.com/news-release/2025/11/13/3187922/0/en/Peyto-Reports-Third-Quarter-Results-and-Preliminary-2026-Capital-Program.html"
X Link 2025-11-13T22:08Z [----] followers, [----] engagements
"I hope NG names can make this work. $5.01 for the next [--] months $4.36 on the [--] year strip. #COM #OOTT"
X Link 2025-03-11T12:50Z [----] followers, 16.6K engagements
"$MEG.TO MEG Energy bought back 1.03M shares in August. They've spent well under 50% of FCF on buybacks all year. Would be hard to construct a scenario where they did not reach the net debt target in Aug. Hopefully September onwards brings agressive buybacks. #COM #OOTT"
X Link 2024-09-16T00:53Z [----] followers, [----] engagements
"ARC Resources bought back 1M shares in July. They are now above their [----] buybacks though [----] was a very low buybacks year for them. Their Q2 PR point to a much higher buyback rate for 2H vs 1H though 🤞. $ARX $ARX.TO #COM #OOTT"
X Link 2025-08-06T19:49Z [----] followers, [----] engagements
"$19 has been breached. $PEY $PEY.TO #COM #OOTT https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX https://x.com/Kevin_AGraham/status/1920479391634587898t=50wllv7cgRKQVpO_ONXHxQ&s=19 🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀 https://t.co/AFOhnZ5eaX"
X Link 2025-05-09T20:00Z [----] followers, [----] engagements
"🚨 NEW [--] WEEK HIGH🚨 $PEY.to 🚀 🔥 🚀"
X Link 2025-05-08T14:02Z [----] followers, [----] engagements
"ARC Resources [----] guidance (actual coming in a few months) vs [----] side by side. Projected production up (liquids up from 37.4% to 39.2%) costs down. Terry will be buying back shares but I doubt any of them will be mine. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1854530467061756087 All I want from Santa this Christmas is an IOU that [----] will deliver 19c/Q dividends + 40-50M shares bought back + official announcement of Attachie II. Terry. Always. Delivers. $ARX $ARX.TO #COM #OOTT https://t.co/U7Xf3eGS3P https://x.com/EnergyInvest0r/status/1854530467061756087 All I want"
X Link 2024-11-17T16:19Z [----] followers, [----] engagements
"All I want from Santa this Christmas is an IOU that [----] will deliver 19c/Q dividends + 40-50M shares bought back + official announcement of Attachie II. Terry. Always. Delivers. $ARX $ARX.TO #COM #OOTT https://x.com/EnergyInvest0r/status/1712908742709465207t=cHLXy5IgnslQm9lSEIMQuA&s=19 https://x.com/EnergyInvest0r/status/1712908742709465207t=cHLXy5IgnslQm9lSEIMQuA&s=19"
X Link 2024-11-07T14:24Z [----] followers, [----] engagements
"Big Peyto marketing changes in November/December vs October: 💵 HH: from 210k to 280k MMBtu/d (most of it hedged @ $4.02USD) 💵 Chicago: from 30k to 70k MMBtu/d 💵 Dawn/Union: from 50k to 81.625k GJ/d Emerson 2: from 47.391k to 68.348k MMBtu/d $PEY $PEY.TO #COM #OOTT /1"
X Link 2025-10-23T01:51Z [----] followers, 14.8K engagements
"CPG bought back 2.87M shares in December. Pretty healthy amount given the context of their drilling program bad decisions. Onwards and upwards from here in [----] $VRN $VRN.TO #COM #OOTT"
X Link 2025-01-02T23:10Z [----] followers, [----] engagements
"$PEY monthly report compared Cascade Power agreement vs AECO for Q1-Q3. How about vs Henry Hub Inclusive of basis costs Peyto would have realized $1.60/GJ for unhedged HH gas. Cascade would have fetched "just under $4/GJ" - call it $3.85/GJ. In other words 2.4x higher. 1/2"
X Link 2024-10-04T11:00Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing