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[@BubleQe](/creator/twitter/BubleQe)
"$SCR.TO / #TeamWaterous right now. Shall we acquire $MEG. or maybe now . $CVE / Cenovus. Rest assured $SCR would divest that downstream & trim all the non-core off 'profitably'. .and get out of WWR type of obscure projects. #Consolidation"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930302622554304796) 2025-06-04 16:36:23 UTC 9261 followers, 8515 engagements
"@freedomprocess @EnergyInvest0r $COP Canada has materially built a 'better business' but nested under the size of $COP (Super Major E&P) it's less noticed. They've divested legacy assets & acquired prime Montney + the other half of the Surmont JV (Total). Incredibly high quality Canadian assets & well run"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944219953915474228) 2025-07-13 02:18:53 UTC 9260 followers, XXX engagements
"@Zecco9999 @TourmalineOil There's plenty of NGL processing / transport (Rail) for NGL's off the West Coast. $PPL.TO / Redwater in Alberta for example $TOU $COP & $ARX have agreements in place for (propane) NGL's"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1871338065849200698) 2024-12-23 23:32:17 UTC 9267 followers, XXX engagements
"In the last X years $TOU.TO have accquired: ➡Rising Star ➡2x XX% Joint Ventures: Todd + Saguaro ➡Crew Energy / Groundbirch ➡Bonavista Energy ➡Strathcona / Groundbirch Growing production Tier X #NaturalGas inventory & 'core' develoment opportunities (to supply #LNG)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945228291805262099) 2025-07-15 21:05:40 UTC 9260 followers, 1406 engagements
"@leasecocre None. $SCR Shareholder & Ive posted many times Ive added unlike most. The higher $SCR goes the greater the use of equity for future growth deals"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944916091366748384) 2025-07-15 00:25:05 UTC 9263 followers, XXX engagements
"@Blair_j_kennedy If $COP Canada was a standalone company on the TSX (not nested in the mother ship) it would be a core hold for me. Absolute quality throughout"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946351068549681165) 2025-07-18 23:27:10 UTC 9269 followers, XXX engagements
"Nearly 1Bcf/d of supply gas would be required for this project. If its not obvious the runway for #NaturalGas is incredible. 🔥 $TOU.TO $ARX.TO $TPZ.TO $CNQ"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930457918723502594) 2025-06-05 02:53:28 UTC 9264 followers, 2609 engagements
"Another acquisition 🔥🔥 $MEG.TO / Meg Energy with a nice XX% premium too. Kudos to all sets of holders #Consolidation"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1906789249804075450) 2025-03-31 19:22:38 UTC 9263 followers, 42.2K engagements
"This venture is starting to get legs. #CanadianLNG $TOU.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1940431418716483662) 2025-07-02 15:24:36 UTC 9248 followers, 3214 engagements
"Trigon green lights their BC LPG export facility. Watch this space will see lots of NGL exports off the West Coast in British Columbia. Supplied from the #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932826199849672858) 2025-06-11 15:44:10 UTC 9258 followers, 2668 engagements
"As $SCR.TO continues to lift up the existing takeover price rises to meet the current $MEG.TO share price. Will be a nice 'liquid' exit for long time $MEG shareholders who are looking for a change but cannot sell their shares as it would dip the stock. #Consolidation #OilSands"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947780263284773190) 2025-07-22 22:06:17 UTC 9274 followers, 3426 engagements
"A few weeks to go & #CanadianLNG is here folks. Mark my words there is 'plenty' more to come in this segment. . 'plenty'. #NEBC #Montney #LNG #EnergyInfrastructure #Phase2 #NaturalGas $TOU.TO $CNQ.TO $ARX.TO $TPZ.TO $SHEL"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932448433392292128) 2025-06-10 14:43:04 UTC 9255 followers, 2438 engagements
"I firmly believe if palatable Petronas Canada assets & the XX% JV partnership in LNG Canada (1 & 2) would best serve $TOU.TO or $CNQ.TO in the long run. @Petronas Phase X alone requires nearly .5Bcf/d supply Gas fetching JKM pricing. Food for thought"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946759085426389282) 2025-07-20 02:28:29 UTC 9274 followers, 3450 engagements
"Production ramp up at $LGN.V to 8000 boepd with the new plant ( $TPZ.TO XX% interest) adding in $KEL.TO Pouce Coupe $TOU.TO would be looking at: ➡23000 boepd production. ➡20-30k pfb = ($450- $690M) X separate transactions. These can work"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1928571292942217554) 2025-05-30 21:56:42 UTC 9255 followers, 2213 engagements
"@EnergyInvest0r + in the case of ( "Heading into 2020") expect CCAA or acquired in distress as many smaller cap / higher indebted companies did 2017-2021. You'd expect $SU $CNQ $IMO $CVE to survive however. But not $MEG $ATH or other small cap heavy oil co's (many didn't) so torque expected"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944216662125031463) 2025-07-13 02:05:48 UTC 9259 followers, XXX engagements
"$CNR.TO / $CNI inching close to my X% #Dividend target Yield ($112.70/sh CAD) :) The stock is back to 2020 levels essentially doing nothing given a thin yield which has been returned less than inflation for nearly X years longer when adjusted for inflation. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879341761283436871) 2025-01-15 01:36:07 UTC 9262 followers, 3776 engagements
"$TD $TD.TO Nice performance add in a near X% Dividend Yield on Cost during the accumulation period. Yield is now X% despite a dividend increase. Slow & steady steady & slow. #Investing #Dividends"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946431319589978248) 2025-07-19 04:46:04 UTC 9274 followers, 2780 engagements
"Received this as a gift from Alberta friends who are investing in #LNG. Didnt think much of it until I got home & read the packaging it must have been intentional ☕ Clever. The future for Natural Gas looks exceptional. 👏 $PEY.TO @Kevin_AGraham"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936567345272742391) 2025-06-21 23:30:09 UTC 9258 followers, 3109 engagements
"We are live Canada . ☑ #CanadianLNG is here. #Montney #NEBC #LNG #NaturalGas $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO $SHEL"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936839520487657729) 2025-06-22 17:31:41 UTC 9255 followers, 7745 engagements
"If you reinvested (DRIP'd) the $XXXXX $TOU.TO #Dividends through this range bound period you'll see on a scale how 'wealth' / net worth is created for Billionaire compounders such as Mike Rose ( $TOU.TO ) & Murray Edwards ( $CNQ.TO). "Get Wealthy slow" vs. "Get Rich quick""
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945222475886817450) 2025-07-15 20:42:33 UTC 9274 followers, 1259 engagements
"I've collected $XXXXX on each of my $TOU.TO shares & I consistently add to my position on the lower end of the range. Additionally my (largest portfolio position) $CR.TO shares all rolled into $TOU.TO @ $58/sh more than doubling my $TOU position size"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945221590758637902) 2025-07-15 20:39:02 UTC 9263 followers, 1483 engagements
"In X weeks $TOU.TO will release their full development plan including the (world class) #Groundbirch build out including Plant Plant expansions & infra. Groundbirch is 'ground zero' for #LNG Canada & $TOU.TO have 'systematically' consolidated the area in the past few years ✅"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945229419083342025) 2025-07-15 21:10:08 UTC 9274 followers, 1344 engagements
"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943169752651669769) 2025-07-10 04:45:46 UTC 9274 followers, 1386 engagements
"$TOU.TO / @TourmalineOil have over twice as much marketable #NaturalGas than the next largest gas producer in Canada ( $CNQ). $CNQ & $ARX.TO have roughly the same volumes of 'marketable' Nat Gas. Note: $CNQ use 1Bcf/d of gas internally for Oil Sands operations. Go time"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935389397949759573) 2025-06-18 17:29:24 UTC 9269 followers, 4785 engagements
"Fantastic prices for low cost inventory rich producers. 🔥12 month strip = $XXXX USD / $XXXX CAD Investment Grade Senior CAD Nat Gas producers $TOU.TO $ARX.TO will be marketing & hedging gas to HH & gas hubs across North America with these prices. #NaturalGas #LNG #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936958288245256540) 2025-06-23 01:23:37 UTC 9248 followers, 4623 engagements
"@BB19043 @AssetTraveller @plutusofcrete89 Agree.and did but that's usually the place (like last time) where many folks hit peak fear and end up doing the opposite (Run for the exits). I won't be adding $CNQ.TO unless it hits the $30's. generous position & accordingly great (Dividend) yield on cost. income stream"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945940602262331726) 2025-07-17 20:16:08 UTC 9263 followers, XXX engagements
"Complete the sentence: "Derek Evans was the CEO of Pengrowth Energy over a year after leaving the post pengrowth (Lindbergh/Groundbirch) was acquired by Strathcona (Cona) Resources. Derek Evans was also the CEO of $MEG Energy over a year after leaving the post"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938740268695794118) 2025-06-27 23:24:34 UTC 9259 followers, 4491 engagements
"3% Dividend YoC coming to prospective shareholders including me Let's see what happens. $CNR.TO $CNI #Investing #Dividends #Quality"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1886589197848600749) 2025-02-04 01:34:50 UTC 9262 followers, 7481 engagements
"@Kevin_AGraham Leismer is a decent asset but it's not great all the $ATH.TO Thermal assets are encumbered with the Burgess Royalty also should oil prices torque up. $SCR Lindbergh similar production is a much higher quality asset. lower transport costs & the blend % is much lower also"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944908450099814801) 2025-07-14 23:54:43 UTC 9260 followers, XXX engagements
"See the $CNQ concept below (Compounding). $TOU.TO / @TourmalineOil have been in a range for X years but has paid out $XXXXX in #Dividends during that time all which can be re-invested to compound shares. Mike Rose consistently buys shares in the range adding to his count"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945220785221853553) 2025-07-15 20:35:50 UTC 9274 followers, 6614 engagements
"= less associated #NaturalGas. Get ready for the #LNG #Power demand Era. The "Decades" of Nat Gas required to supply the LNG Gas & power demand will ensure that Tier X #Montney Inventory becomes a NAM household discussion. Watch & see. $TOU.TO $ARX.TO $CNQ $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932492293782765930) 2025-06-10 17:37:21 UTC 9255 followers, 2994 engagements
"The downsides would be: ➡Cost of capital: Tied up in Phase X costs. ➡Petronas / Progress is a JV (North Montney Limited Partnership) but still would get 72%. ➡EP ( $TOU & $CNQ) Opportunity cost (Upstream development) in favour of marketing (realized price / JKM) LNG)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946760248779489719) 2025-07-20 02:33:07 UTC 9274 followers, 1610 engagements
"Worth paying attention to: $CPX.TO $TOU.TO $ARX.TO $CNQ $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930297861109100703) 2025-06-04 16:17:27 UTC 9255 followers, 2376 engagements
"@Merlice1 @AssetTraveller @garquake The interesting thing with the CAD co's is they have NYSE tickers (listed). $CNQ $CVE $SU $CVE $IMO I think $TOU.TO a US listings would be interesting narrow the competition with the US Gas Co's into the #LNG / #Power era"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945994687040610745) 2025-07-17 23:51:02 UTC 9268 followers, XXX engagements
"As $CNQ / $CNQ.TO foray into LNG this thread might help illustrate how lucrative #LNG can be from the producer / Gas Supply perspective in addition to LNG Marketing. #CanadianLNG #Phase2"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945962312629928398) 2025-07-17 21:42:24 UTC 9268 followers, 4207 engagements
"See below for maps with adjacent operators. $TOU.TO $LGN.V $KEL.TO $AAV.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1928569373637358015) 2025-05-30 21:49:04 UTC 9258 followers, 1458 engagements
"A nice slide from @EQTCorp illustrating the #LNG ramp trajectory. Note this is US LNG Only. Canada & Mexico (North America) each have a handful of LNG projects that will be commissioned between 2025 - 2032. LNG Canada phase X is ramping up exports (to 1.85Bcf/d). #NaturalGas"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947879568821334100) 2025-07-23 04:40:53 UTC 9274 followers, XXX engagements
"Have tweeted on this in the past definitely something to keep an eye on. Canada is ramping up (non Condensate) NGL exports off the west coast (LPG) - $PPL.TO $ALA.TO $KEY.TO These become material for producers as they collect global/asian pricing for propane & butane"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1937181620928405575) 2025-06-23 16:11:04 UTC 9265 followers, 1830 engagements
"50% of the Surmont JV was bought out by $COP (ROFR) for $3.7BN CAD in late 2023. Wouldn't be cheap. & Conoco may not have the appetite to sell but again I'm sure $CNQ would have the appetite to buy"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946319848679911652) 2025-07-18 21:23:07 UTC 9274 followers, 1253 engagements
"Two logical transacations for $TOU.TO in my opinion are as follows: $KEL.TO Pouce Coupe $LNG.V Pouce Coupe Both of these assets are now reasonably developed and 'sale ready'. Combined this would add 20k boepd 'roughly' 65-70% Natural Gas 30-35% NGL's. #Consolidation"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1926441839558570490) 2025-05-25 00:55:00 UTC 9258 followers, 5227 engagements
"Keep an eye on the pre-FID #LNG projects the JV partners & how the gas will be sourced for export. $SHEL $TOU.TO $ARX.TO $CNQ $TPZ.TO #NEBC #Montney is arguably North America's most prolific Natural Gas play from both a cost perspective & an Inventory/Reserves perspective"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930825663096983820) 2025-06-06 03:14:45 UTC 9255 followers, 3825 engagements
"@sorenson1948 No. $TOU.TO are the largest Nat Gas producer in Canada by a long long mile. $CNQ have about 1.5Bcf/d of 'marketable' Nat Gas the rest is used internally for Oil Sands operations"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935388909309149385) 2025-06-18 17:27:28 UTC 9255 followers, XXX engagements
"@VanIsleInvestor For some reason the SEDI total figures are off he owns 16M shares personally"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1940883419157889213) 2025-07-03 21:20:41 UTC 9267 followers, XXX engagements
"$TOU.TO $ARX.TO $TPZ.TO $SCR.TO $CPX.TO & $CNQ.TO 👇 Sound on enjoy the weekend #Investing #NaturalGas #LNG #OilSands #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1941191398306488785) 2025-07-04 17:44:29 UTC 9255 followers, 3886 engagements
"This is one of the best videos / listens in quite a while was timely also as this week I was reflecting on my (long time) 'system' & approach with respect to themes scenarios & investing accordingly. #LNG #NaturalGas $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946333569074565359) 2025-07-18 22:17:38 UTC 9259 followers, 5590 engagements
"This is an excellent read/article kudos @LNGAction . "PRGT Capacity: A significant X to XXX billion cubic feet per day (bcf/day)". Both $TOU.TO & $CNQ.TO are in Rockies LNG & will supply Ksi Lisims. The #LNG political & capital appetite is there now presumably FID in 2025"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946772196493496404) 2025-07-20 03:20:35 UTC 9274 followers, 3374 engagements
"$ARX.TO making the list. Kudos #TeamTerry Plenty plenty plenty to come in this space watch & see. #LNG #CanadianLNG #Montney #NEBC"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1934754250254635026) 2025-06-16 23:25:33 UTC 9262 followers, 6551 engagements
"@CdnDIYInvesting You need to look closely this is not how it works. Hedging is layered into opportunistically & % you will see is much lower as the years go out. See 2026 for $TOU.TO. XX% which will increase to XX% on higher overall production volumes. XX months out for $ARX = "0" hedged"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936989255261467122) 2025-06-23 03:26:40 UTC 9267 followers, XXX engagements
"An excellent graph from @Cheniere illustrating the (US) #LNG Ramp 2025 to 2029. Simple figures roughly XX Bcf/d of incremental NatGas demand. Note this doesn't include Canada nor Mexico LNG which combined add several additional Bcf/d. #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1927872234569232849) 2025-05-28 23:38:53 UTC 9255 followers, 18.1K engagements
"@ysteve747 Core hold for me. collect the dividends & enjoy the capital appreciation over time as they continue to do their thing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944836716931768417) 2025-07-14 19:09:41 UTC 9263 followers, XXX engagements
"#CanadianLNG is here. Next LNG Terminal FID's: ✔LNG Canada Phase X ✔Ksi Lisims / Rockies LNG. LNG Terminals & Pipelines Under Contruction: ➡Cedar LNG ➡Woodfibre LNG ➡PRGT Pipeline (for Ksi Lisims LNG). ➡T-South Pipeline (for Woodfibre LNG). #LNG #NaturalGas"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947003266656772523) 2025-07-20 18:38:46 UTC 9274 followers, 7603 engagements
"In time more & more #NaturalGas from the Canadian Montney will be exported via these terminals. $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938670230177493037) 2025-06-27 18:46:16 UTC 9248 followers, 2518 engagements
"A nice little interactive on Shell's website showing the full LNG Value chain from Groundbirch through to the shipping routes. $TOU.TO $SHEL #Groundbirch #NEBC #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945618159228322149) 2025-07-16 22:54:51 UTC 9260 followers, 2558 engagements
"Go to around XX mins for his discussion on #Consolidation (which I agree with) & Size/Scale & LNG. 2025 + 2026 M&A - "more of a regular event". Cites the recent $SCR.TO / Strathcona transactions ( Montney asset sales to $TOU.TO $ARX.TO & $CNQ)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1927203160545722411) 2025-05-27 03:20:13 UTC 9255 followers, XXX engagements
"Today's adds: ✔ $TRP.TO ✔ $PPL.TO The #LNG turning point is now arriving with incredible capital investment in #NaturalGas infrastructure from a variety of high quality companies to supply the gas. Kudos to $KEY.TO on their acquisition the market clearly favours these"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935415999215616396) 2025-06-18 19:15:07 UTC 9268 followers, 5985 engagements
"Today's trims (50% of position): ✔ $TD.TO / @TD_Canada Now yielding X% stock has run up 35+% will take some profit ready to allocate into other opportunities. Will let the rest sit "Forever" & any material pullbacks (again) will consider adding. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947336365676314838) 2025-07-21 16:42:23 UTC 9274 followers, 4999 engagements
"Today's adds: ☑ $TOU.TO / @TourmalineOil #LNG #NaturalGas #CanadianLNG #NEBC #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943733727772746124) 2025-07-11 18:06:48 UTC 9255 followers, 2692 engagements
"@BeegJj Not really. not all 'gas' is geographically the same. The Physical Gas molecules for BC LNG is 'NEBC Montney'. It's primarily been consolidated already under the radar by: $TOU.TO $CNQ.TO $ARX.TO $COP With $SHEL $OVV Petronas & a few others already established"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1934752469084758286) 2025-06-16 23:18:29 UTC 9255 followers, 1376 engagements
"This is me anticipating $TOU.TO / @TourmalineOil July ER PR / multi-year NEBC Montney development plan. #EnergyInfrastructure #CanadianLNG $SHEL"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947006062605025441) 2025-07-20 18:49:53 UTC 9274 followers, 2628 engagements
"@freedomprocess @EnergyInvest0r X years most have not 'thrived' since 2016. $PEY with a (few) nice acquisitions to bump production a bit (no growth for X years). $WCP lots of acquisitions ( $TOG) & via $CPG / $VRN. As commodity prices lift 2020-2026 of activity will matter & show up in EV's 2027-2032"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944219203919303095) 2025-07-13 02:15:54 UTC 9260 followers, XXX engagements
"Added quite a bit to my core $PPL.TO / @PembinaPipeline position in the past few weeks. Tweeted the adds on most days. #Investing #EnergyInfrastructure #LNG"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938303075254776248) 2025-06-26 18:27:19 UTC 9255 followers, 1807 engagements
"$SCR.TO / Strathcona 🔥🔥🔥 On strategy sale of the #Montney assets. As per Plan $TOU.TO consolidating #NEBC Groundbirch ☑ "The sale of itsGroundbirch asset to Tourmaline Oil Corp. ("Tourmaline") for $XXXXX million in common shares of Tourmaline". #TeamWaterous"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1922818511878910036) 2025-05-15 00:57:12 UTC 9274 followers, 6610 engagements
"@plutusofcrete89 Kudos now think of the vitriol received when buying at the lows. and how it turned out. Will be the same for $TOU.TO . a true paradox: 1) Both among the easiest and simplest stories to understand. 2) Anong the most misunderstood stories around by twitter retail"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945238680081223701) 2025-07-15 21:46:56 UTC 9255 followers, XXX engagements
"$CNR.TO / $CNR has now round tripped back to 2020 levels. Seeing tweets where it's down 'YTD' & it's a buy. but if we're heading into a recession there is a XXX% chance that rails will prosper. Yield even today is a pathetic 2.2%. ✔4 years of stale money. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1859130938984169833) 2024-11-20 07:05:31 UTC 9262 followers, 10.4K engagements
"@cubedpermian @BB19043 @AssetTraveller @plutusofcrete89 I agree completely. I'd add more if I was light but I accumulated a full position in that last pull back. You can't go wrong with a 5.x% Dividend YoC with $CNQ.TO that's an income stream that will grow (above inflation) for life - better than fixed income IMO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946633206712901654) 2025-07-19 18:08:17 UTC 9255 followers, XXX engagements
"Here's to the Mike Rose Murray Edwards Adam Waterous Don Gray ilks of the world. "Against the grain" trailblazers who create value jobs & societal prosperity. Happy Friday have a great weekend. $TOU.TO $TPZ.TO $CNQ.TO $ARX.TO $SCR.TO ( $PEY.TO No position but respect)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938629282827509993) 2025-06-27 16:03:33 UTC 9248 followers, 1998 engagements
"Congrats to those who appreciate #Dividends. Hitting your account today accessible on Monday. #Investing $TOU.TO $TPZ.TO $PPL.TO $KEY.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938987303554384368) 2025-06-28 15:46:12 UTC 9265 followers, 3982 engagements
"All going to plan. #LNG #NaturalGas $TOU.TO $ARX.TO $CNQ $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932492654388150367) 2025-06-10 17:38:47 UTC 9255 followers, 2414 engagements
"@Kevin_AGraham I really do like that Cascade Power contract. regardless of short term AB / AESO power prices in the mid & long term that will serve them very well I think"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947382030872023368) 2025-07-21 19:43:51 UTC 9274 followers, XXX engagements
"@freedomprocess @EnergyInvest0r Co's like $PEY.TO also have done well from Covid lows 'survived' - indebted heading into Covid - Darren Gee admitted this). But most haven't 'thrived' (business growth). Largely it's been $TOU.TO $CNQ.TO $WCP.TO $IPCO $COP that have built 'much' bigger & stronger' since 2018+"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944218550476189903) 2025-07-13 02:13:18 UTC 9263 followers, XXX engagements
"Ive prepared for the first tasting need to be on guard Like those smudging rituals that clear the energy. $PEY.TO #NaturalGas #LNG $TOU.TO $TPZ.TO $CR.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936578816845250967) 2025-06-22 00:15:44 UTC 9255 followers, 2020 engagements
"@Japistani Yep: $XXXX cash & .62 / $SCR share. Around $XXXXX / sh equals $MEGs current price on the market"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947888277434077282) 2025-07-23 05:15:30 UTC 9274 followers, XX engagements
"Agree . the asset & workers will go to $SCR.TO and the mgmt/board overhead associated costs will be trimmed to the benefit of shareholders. #Consolidation #OilSands"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935058504496329031) 2025-06-17 19:34:33 UTC 9256 followers, 3859 engagements
"Should $CNQ look to acquire $COP Canada -NEBC Montney: Contiguous assets condensate rich. -Oil Sands: Surmont 130k bbls /d production no longer a JV ( $COP bought out $TTE). If there is an appetite to sell I'm sure there is an appetite to buy it makes a lot of sense"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946319373578440835) 2025-07-18 21:21:14 UTC 9274 followers, 3819 engagements
"All going in the right direction: $CPX.TO $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945203343778832846) 2025-07-15 19:26:31 UTC 9256 followers, 2200 engagements
"I think in time once developed this asset will slot into the $TOU.TO asset portfolio. Production moves from 3500 boed (primarly nat gas) to 8000 boepd in H2 2025. ✔The $TPZ.TO XX% working interest in the plant & XXX% GORR now successfully closed"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1928498974069035442) 2025-05-30 17:09:19 UTC 9258 followers, 3060 engagements
"From a land / synergistic (BC First Nations relationships) & production standpoint it really could make a lot of sense for either $TOU.TO and/or $CNQ.TO. A JV with the two would 'never' happen (mark my words) but would halve the risk / cement the upside. Either could do this"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946761049199526218) 2025-07-20 02:36:17 UTC 9274 followers, 1594 engagements
"@BOEReport $EQT Quarterly Results. Never ceases to amaze me how much debt the US (Gas) co's run relative to CAD co's. US Gas Co Balance sheets are healthy but CAD balance sheets are like fortresses now. #NaturalGas"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947786485408927898) 2025-07-22 22:31:00 UTC 9274 followers, XXX engagements
"Super Crew ( $SCR.TO ) now firmly on track to repeat $CR.TO prolific returns performance. That said $TOU.TO is and will continue to be my largest energy holding. Invest in & with winners. 🏆"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943815212332986743) 2025-07-11 23:30:35 UTC 9248 followers, 3793 engagements
"@Merlice1 @ysteve747 @RazorOil Very welcome Rick. $TOU.TO are currently getting both JKM and TTF pricing for some of their gas LNG agreements with more that commence in a few yrs. Likely will see more supply agreements for LNG Canada both phases given its production needed for XX years of export"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1942375755415183434) 2025-07-08 00:10:42 UTC 9267 followers, XXX engagements
""Give a finger take a hand". A logical transaction between $TOU.TO & $ARX.TO would be for: ➡ $TOU to acquire $ARX's septimus asset (will share a map below) core South Montney. ➡ $ARX to acquire $TOU's Attachie asset (see green on the map below)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923024625249759250) 2025-05-15 14:36:13 UTC 9255 followers, 4284 engagements
"We'll likely find out if this week as $SCR.TO reports if this was/was not the asset that $TOU.TO acquired in the South Montney in #NEBC. Logical fit in my view adjacent to both $TOU & $SHEL's assets but illogical/non-core for $SCR given their thermal oil growth strategy"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1921968487125156183) 2025-05-12 16:39:30 UTC 9258 followers, 3140 engagements
"Today's adds: $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas #Montney #NEBC"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1940803046977798384) 2025-07-03 16:01:19 UTC 9248 followers, 3138 engagements
"I have a 'shortlist' of names that I routinely consider adding to my #LNG / #NaturalGas / #Power / #EnergyInfrastructure portfolio. I'm XXX% okay with missing 'outside of my wheelhouse/core competency' but here are X names in my wheelhouse on my list but I missed #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946629256710439357) 2025-07-19 17:52:36 UTC 9274 followers, 3484 engagements
"So it's useful to understand the blend requirements which have a material cost impact (typically buy it on market from $ARX.TO $TOU.TO etc $CNQ produce some in-house) as XX% of the pipeline space for the producers 'bitumen' is paid for (discount) eaten up by 'bought diluent"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936151042988949895) 2025-06-20 19:55:55 UTC 9255 followers, XXX engagements
"Portfolio hitting a milestone today target set X yrs ago. My largest position $TOU.TO has been quietly consolidating & developing Western Canada/NEBC Gas assets counter cyclically for the LNG/Power theme 2030+. This is what happens in the next lap:"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935033314437644655) 2025-06-17 17:54:27 UTC 9268 followers, 8952 engagements
"Today's adds: 🟩 $ARX.TO / @arcresources 🟩 $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945160884734865811) 2025-07-15 16:37:48 UTC 9256 followers, 2748 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BubleQe
"$SCR.TO / #TeamWaterous right now. Shall we acquire $MEG. or maybe now . $CVE / Cenovus. Rest assured $SCR would divest that downstream & trim all the non-core off 'profitably'. .and get out of WWR type of obscure projects. #Consolidation"
@BubleQe on X 2025-06-04 16:36:23 UTC 9261 followers, 8515 engagements
"@freedomprocess @EnergyInvest0r $COP Canada has materially built a 'better business' but nested under the size of $COP (Super Major E&P) it's less noticed. They've divested legacy assets & acquired prime Montney + the other half of the Surmont JV (Total). Incredibly high quality Canadian assets & well run" @BubleQe on X 2025-07-13 02:18:53 UTC 9260 followers, XXX engagements
"@Zecco9999 @TourmalineOil There's plenty of NGL processing / transport (Rail) for NGL's off the West Coast. $PPL.TO / Redwater in Alberta for example $TOU $COP & $ARX have agreements in place for (propane) NGL's" @BubleQe on X 2024-12-23 23:32:17 UTC 9267 followers, XXX engagements
"In the last X years $TOU.TO have accquired: ➡Rising Star ➡2x XX% Joint Ventures: Todd + Saguaro ➡Crew Energy / Groundbirch ➡Bonavista Energy ➡Strathcona / Groundbirch Growing production Tier X #NaturalGas inventory & 'core' develoment opportunities (to supply #LNG)" @BubleQe on X 2025-07-15 21:05:40 UTC 9260 followers, 1406 engagements
"@leasecocre None. $SCR Shareholder & Ive posted many times Ive added unlike most. The higher $SCR goes the greater the use of equity for future growth deals" @BubleQe on X 2025-07-15 00:25:05 UTC 9263 followers, XXX engagements
"@Blair_j_kennedy If $COP Canada was a standalone company on the TSX (not nested in the mother ship) it would be a core hold for me. Absolute quality throughout" @BubleQe on X 2025-07-18 23:27:10 UTC 9269 followers, XXX engagements
"Nearly 1Bcf/d of supply gas would be required for this project. If its not obvious the runway for #NaturalGas is incredible. 🔥 $TOU.TO $ARX.TO $TPZ.TO $CNQ" @BubleQe on X 2025-06-05 02:53:28 UTC 9264 followers, 2609 engagements
"Another acquisition 🔥🔥 $MEG.TO / Meg Energy with a nice XX% premium too. Kudos to all sets of holders #Consolidation" @BubleQe on X 2025-03-31 19:22:38 UTC 9263 followers, 42.2K engagements
"This venture is starting to get legs. #CanadianLNG $TOU.TO" @BubleQe on X 2025-07-02 15:24:36 UTC 9248 followers, 3214 engagements
"Trigon green lights their BC LPG export facility. Watch this space will see lots of NGL exports off the West Coast in British Columbia. Supplied from the #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO" @BubleQe on X 2025-06-11 15:44:10 UTC 9258 followers, 2668 engagements
"As $SCR.TO continues to lift up the existing takeover price rises to meet the current $MEG.TO share price. Will be a nice 'liquid' exit for long time $MEG shareholders who are looking for a change but cannot sell their shares as it would dip the stock. #Consolidation #OilSands" @BubleQe on X 2025-07-22 22:06:17 UTC 9274 followers, 3426 engagements
"A few weeks to go & #CanadianLNG is here folks. Mark my words there is 'plenty' more to come in this segment. . 'plenty'. #NEBC #Montney #LNG #EnergyInfrastructure #Phase2 #NaturalGas $TOU.TO $CNQ.TO $ARX.TO $TPZ.TO $SHEL" @BubleQe on X 2025-06-10 14:43:04 UTC 9255 followers, 2438 engagements
"I firmly believe if palatable Petronas Canada assets & the XX% JV partnership in LNG Canada (1 & 2) would best serve $TOU.TO or $CNQ.TO in the long run. @Petronas Phase X alone requires nearly .5Bcf/d supply Gas fetching JKM pricing. Food for thought" @BubleQe on X 2025-07-20 02:28:29 UTC 9274 followers, 3450 engagements
"Production ramp up at $LGN.V to 8000 boepd with the new plant ( $TPZ.TO XX% interest) adding in $KEL.TO Pouce Coupe $TOU.TO would be looking at: ➡23000 boepd production. ➡20-30k pfb = ($450- $690M) X separate transactions. These can work" @BubleQe on X 2025-05-30 21:56:42 UTC 9255 followers, 2213 engagements
"@EnergyInvest0r + in the case of ( "Heading into 2020") expect CCAA or acquired in distress as many smaller cap / higher indebted companies did 2017-2021. You'd expect $SU $CNQ $IMO $CVE to survive however. But not $MEG $ATH or other small cap heavy oil co's (many didn't) so torque expected" @BubleQe on X 2025-07-13 02:05:48 UTC 9259 followers, XXX engagements
"$CNR.TO / $CNI inching close to my X% #Dividend target Yield ($112.70/sh CAD) :) The stock is back to 2020 levels essentially doing nothing given a thin yield which has been returned less than inflation for nearly X years longer when adjusted for inflation. #Investing" @BubleQe on X 2025-01-15 01:36:07 UTC 9262 followers, 3776 engagements
"$TD $TD.TO Nice performance add in a near X% Dividend Yield on Cost during the accumulation period. Yield is now X% despite a dividend increase. Slow & steady steady & slow. #Investing #Dividends" @BubleQe on X 2025-07-19 04:46:04 UTC 9274 followers, 2780 engagements
"Received this as a gift from Alberta friends who are investing in #LNG. Didnt think much of it until I got home & read the packaging it must have been intentional ☕ Clever. The future for Natural Gas looks exceptional. 👏 $PEY.TO @Kevin_AGraham" @BubleQe on X 2025-06-21 23:30:09 UTC 9258 followers, 3109 engagements
"We are live Canada . ☑ #CanadianLNG is here. #Montney #NEBC #LNG #NaturalGas $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO $SHEL" @BubleQe on X 2025-06-22 17:31:41 UTC 9255 followers, 7745 engagements
"If you reinvested (DRIP'd) the $XXXXX $TOU.TO #Dividends through this range bound period you'll see on a scale how 'wealth' / net worth is created for Billionaire compounders such as Mike Rose ( $TOU.TO ) & Murray Edwards ( $CNQ.TO). "Get Wealthy slow" vs. "Get Rich quick"" @BubleQe on X 2025-07-15 20:42:33 UTC 9274 followers, 1259 engagements
"I've collected $XXXXX on each of my $TOU.TO shares & I consistently add to my position on the lower end of the range. Additionally my (largest portfolio position) $CR.TO shares all rolled into $TOU.TO @ $58/sh more than doubling my $TOU position size" @BubleQe on X 2025-07-15 20:39:02 UTC 9263 followers, 1483 engagements
"In X weeks $TOU.TO will release their full development plan including the (world class) #Groundbirch build out including Plant Plant expansions & infra. Groundbirch is 'ground zero' for #LNG Canada & $TOU.TO have 'systematically' consolidated the area in the past few years ✅" @BubleQe on X 2025-07-15 21:10:08 UTC 9274 followers, 1344 engagements
"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return" @BubleQe on X 2025-07-10 04:45:46 UTC 9274 followers, 1386 engagements
"$TOU.TO / @TourmalineOil have over twice as much marketable #NaturalGas than the next largest gas producer in Canada ( $CNQ). $CNQ & $ARX.TO have roughly the same volumes of 'marketable' Nat Gas. Note: $CNQ use 1Bcf/d of gas internally for Oil Sands operations. Go time" @BubleQe on X 2025-06-18 17:29:24 UTC 9269 followers, 4785 engagements
"Fantastic prices for low cost inventory rich producers. 🔥12 month strip = $XXXX USD / $XXXX CAD Investment Grade Senior CAD Nat Gas producers $TOU.TO $ARX.TO will be marketing & hedging gas to HH & gas hubs across North America with these prices. #NaturalGas #LNG #Montney" @BubleQe on X 2025-06-23 01:23:37 UTC 9248 followers, 4623 engagements
"@BB19043 @AssetTraveller @plutusofcrete89 Agree.and did but that's usually the place (like last time) where many folks hit peak fear and end up doing the opposite (Run for the exits). I won't be adding $CNQ.TO unless it hits the $30's. generous position & accordingly great (Dividend) yield on cost. income stream" @BubleQe on X 2025-07-17 20:16:08 UTC 9263 followers, XXX engagements
"Complete the sentence: "Derek Evans was the CEO of Pengrowth Energy over a year after leaving the post pengrowth (Lindbergh/Groundbirch) was acquired by Strathcona (Cona) Resources. Derek Evans was also the CEO of $MEG Energy over a year after leaving the post" @BubleQe on X 2025-06-27 23:24:34 UTC 9259 followers, 4491 engagements
"3% Dividend YoC coming to prospective shareholders including me Let's see what happens. $CNR.TO $CNI #Investing #Dividends #Quality" @BubleQe on X 2025-02-04 01:34:50 UTC 9262 followers, 7481 engagements
"@Kevin_AGraham Leismer is a decent asset but it's not great all the $ATH.TO Thermal assets are encumbered with the Burgess Royalty also should oil prices torque up. $SCR Lindbergh similar production is a much higher quality asset. lower transport costs & the blend % is much lower also" @BubleQe on X 2025-07-14 23:54:43 UTC 9260 followers, XXX engagements
"See the $CNQ concept below (Compounding). $TOU.TO / @TourmalineOil have been in a range for X years but has paid out $XXXXX in #Dividends during that time all which can be re-invested to compound shares. Mike Rose consistently buys shares in the range adding to his count" @BubleQe on X 2025-07-15 20:35:50 UTC 9274 followers, 6614 engagements
"= less associated #NaturalGas. Get ready for the #LNG #Power demand Era. The "Decades" of Nat Gas required to supply the LNG Gas & power demand will ensure that Tier X #Montney Inventory becomes a NAM household discussion. Watch & see. $TOU.TO $ARX.TO $CNQ $TPZ.TO" @BubleQe on X 2025-06-10 17:37:21 UTC 9255 followers, 2994 engagements
"The downsides would be: ➡Cost of capital: Tied up in Phase X costs. ➡Petronas / Progress is a JV (North Montney Limited Partnership) but still would get 72%. ➡EP ( $TOU & $CNQ) Opportunity cost (Upstream development) in favour of marketing (realized price / JKM) LNG)" @BubleQe on X 2025-07-20 02:33:07 UTC 9274 followers, 1610 engagements
"Worth paying attention to: $CPX.TO $TOU.TO $ARX.TO $CNQ $TPZ.TO" @BubleQe on X 2025-06-04 16:17:27 UTC 9255 followers, 2376 engagements
"@Merlice1 @AssetTraveller @garquake The interesting thing with the CAD co's is they have NYSE tickers (listed). $CNQ $CVE $SU $CVE $IMO I think $TOU.TO a US listings would be interesting narrow the competition with the US Gas Co's into the #LNG / #Power era" @BubleQe on X 2025-07-17 23:51:02 UTC 9268 followers, XXX engagements
"As $CNQ / $CNQ.TO foray into LNG this thread might help illustrate how lucrative #LNG can be from the producer / Gas Supply perspective in addition to LNG Marketing. #CanadianLNG #Phase2" @BubleQe on X 2025-07-17 21:42:24 UTC 9268 followers, 4207 engagements
"See below for maps with adjacent operators. $TOU.TO $LGN.V $KEL.TO $AAV.TO" @BubleQe on X 2025-05-30 21:49:04 UTC 9258 followers, 1458 engagements
"A nice slide from @EQTCorp illustrating the #LNG ramp trajectory. Note this is US LNG Only. Canada & Mexico (North America) each have a handful of LNG projects that will be commissioned between 2025 - 2032. LNG Canada phase X is ramping up exports (to 1.85Bcf/d). #NaturalGas" @BubleQe on X 2025-07-23 04:40:53 UTC 9274 followers, XXX engagements
"Have tweeted on this in the past definitely something to keep an eye on. Canada is ramping up (non Condensate) NGL exports off the west coast (LPG) - $PPL.TO $ALA.TO $KEY.TO These become material for producers as they collect global/asian pricing for propane & butane" @BubleQe on X 2025-06-23 16:11:04 UTC 9265 followers, 1830 engagements
"50% of the Surmont JV was bought out by $COP (ROFR) for $3.7BN CAD in late 2023. Wouldn't be cheap. & Conoco may not have the appetite to sell but again I'm sure $CNQ would have the appetite to buy" @BubleQe on X 2025-07-18 21:23:07 UTC 9274 followers, 1253 engagements
"Two logical transacations for $TOU.TO in my opinion are as follows: $KEL.TO Pouce Coupe $LNG.V Pouce Coupe Both of these assets are now reasonably developed and 'sale ready'. Combined this would add 20k boepd 'roughly' 65-70% Natural Gas 30-35% NGL's. #Consolidation" @BubleQe on X 2025-05-25 00:55:00 UTC 9258 followers, 5227 engagements
"Keep an eye on the pre-FID #LNG projects the JV partners & how the gas will be sourced for export. $SHEL $TOU.TO $ARX.TO $CNQ $TPZ.TO #NEBC #Montney is arguably North America's most prolific Natural Gas play from both a cost perspective & an Inventory/Reserves perspective" @BubleQe on X 2025-06-06 03:14:45 UTC 9255 followers, 3825 engagements
"@sorenson1948 No. $TOU.TO are the largest Nat Gas producer in Canada by a long long mile. $CNQ have about 1.5Bcf/d of 'marketable' Nat Gas the rest is used internally for Oil Sands operations" @BubleQe on X 2025-06-18 17:27:28 UTC 9255 followers, XXX engagements
"@VanIsleInvestor For some reason the SEDI total figures are off he owns 16M shares personally" @BubleQe on X 2025-07-03 21:20:41 UTC 9267 followers, XXX engagements
"$TOU.TO $ARX.TO $TPZ.TO $SCR.TO $CPX.TO & $CNQ.TO 👇 Sound on enjoy the weekend #Investing #NaturalGas #LNG #OilSands #Montney" @BubleQe on X 2025-07-04 17:44:29 UTC 9255 followers, 3886 engagements
"This is one of the best videos / listens in quite a while was timely also as this week I was reflecting on my (long time) 'system' & approach with respect to themes scenarios & investing accordingly. #LNG #NaturalGas $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO" @BubleQe on X 2025-07-18 22:17:38 UTC 9259 followers, 5590 engagements
"This is an excellent read/article kudos @LNGAction . "PRGT Capacity: A significant X to XXX billion cubic feet per day (bcf/day)". Both $TOU.TO & $CNQ.TO are in Rockies LNG & will supply Ksi Lisims. The #LNG political & capital appetite is there now presumably FID in 2025" @BubleQe on X 2025-07-20 03:20:35 UTC 9274 followers, 3374 engagements
"$ARX.TO making the list. Kudos #TeamTerry Plenty plenty plenty to come in this space watch & see. #LNG #CanadianLNG #Montney #NEBC" @BubleQe on X 2025-06-16 23:25:33 UTC 9262 followers, 6551 engagements
"@CdnDIYInvesting You need to look closely this is not how it works. Hedging is layered into opportunistically & % you will see is much lower as the years go out. See 2026 for $TOU.TO. XX% which will increase to XX% on higher overall production volumes. XX months out for $ARX = "0" hedged" @BubleQe on X 2025-06-23 03:26:40 UTC 9267 followers, XXX engagements
"An excellent graph from @Cheniere illustrating the (US) #LNG Ramp 2025 to 2029. Simple figures roughly XX Bcf/d of incremental NatGas demand. Note this doesn't include Canada nor Mexico LNG which combined add several additional Bcf/d. #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO" @BubleQe on X 2025-05-28 23:38:53 UTC 9255 followers, 18.1K engagements
"@ysteve747 Core hold for me. collect the dividends & enjoy the capital appreciation over time as they continue to do their thing" @BubleQe on X 2025-07-14 19:09:41 UTC 9263 followers, XXX engagements
"#CanadianLNG is here. Next LNG Terminal FID's: ✔LNG Canada Phase X ✔Ksi Lisims / Rockies LNG. LNG Terminals & Pipelines Under Contruction: ➡Cedar LNG ➡Woodfibre LNG ➡PRGT Pipeline (for Ksi Lisims LNG). ➡T-South Pipeline (for Woodfibre LNG). #LNG #NaturalGas" @BubleQe on X 2025-07-20 18:38:46 UTC 9274 followers, 7603 engagements
"In time more & more #NaturalGas from the Canadian Montney will be exported via these terminals. $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO" @BubleQe on X 2025-06-27 18:46:16 UTC 9248 followers, 2518 engagements
"A nice little interactive on Shell's website showing the full LNG Value chain from Groundbirch through to the shipping routes. $TOU.TO $SHEL #Groundbirch #NEBC #Montney" @BubleQe on X 2025-07-16 22:54:51 UTC 9260 followers, 2558 engagements
"Go to around XX mins for his discussion on #Consolidation (which I agree with) & Size/Scale & LNG. 2025 + 2026 M&A - "more of a regular event". Cites the recent $SCR.TO / Strathcona transactions ( Montney asset sales to $TOU.TO $ARX.TO & $CNQ)" @BubleQe on X 2025-05-27 03:20:13 UTC 9255 followers, XXX engagements
"Today's adds: ✔ $TRP.TO ✔ $PPL.TO The #LNG turning point is now arriving with incredible capital investment in #NaturalGas infrastructure from a variety of high quality companies to supply the gas. Kudos to $KEY.TO on their acquisition the market clearly favours these" @BubleQe on X 2025-06-18 19:15:07 UTC 9268 followers, 5985 engagements
"Today's trims (50% of position): ✔ $TD.TO / @TD_Canada Now yielding X% stock has run up 35+% will take some profit ready to allocate into other opportunities. Will let the rest sit "Forever" & any material pullbacks (again) will consider adding. #Investing" @BubleQe on X 2025-07-21 16:42:23 UTC 9274 followers, 4999 engagements
"Today's adds: ☑ $TOU.TO / @TourmalineOil #LNG #NaturalGas #CanadianLNG #NEBC #Montney" @BubleQe on X 2025-07-11 18:06:48 UTC 9255 followers, 2692 engagements
"@BeegJj Not really. not all 'gas' is geographically the same. The Physical Gas molecules for BC LNG is 'NEBC Montney'. It's primarily been consolidated already under the radar by: $TOU.TO $CNQ.TO $ARX.TO $COP With $SHEL $OVV Petronas & a few others already established" @BubleQe on X 2025-06-16 23:18:29 UTC 9255 followers, 1376 engagements
"This is me anticipating $TOU.TO / @TourmalineOil July ER PR / multi-year NEBC Montney development plan. #EnergyInfrastructure #CanadianLNG $SHEL" @BubleQe on X 2025-07-20 18:49:53 UTC 9274 followers, 2628 engagements
"@freedomprocess @EnergyInvest0r X years most have not 'thrived' since 2016. $PEY with a (few) nice acquisitions to bump production a bit (no growth for X years). $WCP lots of acquisitions ( $TOG) & via $CPG / $VRN. As commodity prices lift 2020-2026 of activity will matter & show up in EV's 2027-2032" @BubleQe on X 2025-07-13 02:15:54 UTC 9260 followers, XXX engagements
"Added quite a bit to my core $PPL.TO / @PembinaPipeline position in the past few weeks. Tweeted the adds on most days. #Investing #EnergyInfrastructure #LNG" @BubleQe on X 2025-06-26 18:27:19 UTC 9255 followers, 1807 engagements
"$SCR.TO / Strathcona 🔥🔥🔥 On strategy sale of the #Montney assets. As per Plan $TOU.TO consolidating #NEBC Groundbirch ☑ "The sale of itsGroundbirch asset to Tourmaline Oil Corp. ("Tourmaline") for $XXXXX million in common shares of Tourmaline". #TeamWaterous" @BubleQe on X 2025-05-15 00:57:12 UTC 9274 followers, 6610 engagements
"@plutusofcrete89 Kudos now think of the vitriol received when buying at the lows. and how it turned out. Will be the same for $TOU.TO . a true paradox: 1) Both among the easiest and simplest stories to understand. 2) Anong the most misunderstood stories around by twitter retail" @BubleQe on X 2025-07-15 21:46:56 UTC 9255 followers, XXX engagements
"$CNR.TO / $CNR has now round tripped back to 2020 levels. Seeing tweets where it's down 'YTD' & it's a buy. but if we're heading into a recession there is a XXX% chance that rails will prosper. Yield even today is a pathetic 2.2%. ✔4 years of stale money. #Investing" @BubleQe on X 2024-11-20 07:05:31 UTC 9262 followers, 10.4K engagements
"@cubedpermian @BB19043 @AssetTraveller @plutusofcrete89 I agree completely. I'd add more if I was light but I accumulated a full position in that last pull back. You can't go wrong with a 5.x% Dividend YoC with $CNQ.TO that's an income stream that will grow (above inflation) for life - better than fixed income IMO" @BubleQe on X 2025-07-19 18:08:17 UTC 9255 followers, XXX engagements
"Here's to the Mike Rose Murray Edwards Adam Waterous Don Gray ilks of the world. "Against the grain" trailblazers who create value jobs & societal prosperity. Happy Friday have a great weekend. $TOU.TO $TPZ.TO $CNQ.TO $ARX.TO $SCR.TO ( $PEY.TO No position but respect)" @BubleQe on X 2025-06-27 16:03:33 UTC 9248 followers, 1998 engagements
"Congrats to those who appreciate #Dividends. Hitting your account today accessible on Monday. #Investing $TOU.TO $TPZ.TO $PPL.TO $KEY.TO" @BubleQe on X 2025-06-28 15:46:12 UTC 9265 followers, 3982 engagements
"All going to plan. #LNG #NaturalGas $TOU.TO $ARX.TO $CNQ $TPZ.TO" @BubleQe on X 2025-06-10 17:38:47 UTC 9255 followers, 2414 engagements
"@Kevin_AGraham I really do like that Cascade Power contract. regardless of short term AB / AESO power prices in the mid & long term that will serve them very well I think" @BubleQe on X 2025-07-21 19:43:51 UTC 9274 followers, XXX engagements
"@freedomprocess @EnergyInvest0r Co's like $PEY.TO also have done well from Covid lows 'survived' - indebted heading into Covid - Darren Gee admitted this). But most haven't 'thrived' (business growth). Largely it's been $TOU.TO $CNQ.TO $WCP.TO $IPCO $COP that have built 'much' bigger & stronger' since 2018+" @BubleQe on X 2025-07-13 02:13:18 UTC 9263 followers, XXX engagements
"Ive prepared for the first tasting need to be on guard Like those smudging rituals that clear the energy. $PEY.TO #NaturalGas #LNG $TOU.TO $TPZ.TO $CR.TO" @BubleQe on X 2025-06-22 00:15:44 UTC 9255 followers, 2020 engagements
"@Japistani Yep: $XXXX cash & .62 / $SCR share. Around $XXXXX / sh equals $MEGs current price on the market" @BubleQe on X 2025-07-23 05:15:30 UTC 9274 followers, XX engagements
"Agree . the asset & workers will go to $SCR.TO and the mgmt/board overhead associated costs will be trimmed to the benefit of shareholders. #Consolidation #OilSands" @BubleQe on X 2025-06-17 19:34:33 UTC 9256 followers, 3859 engagements
"Should $CNQ look to acquire $COP Canada -NEBC Montney: Contiguous assets condensate rich. -Oil Sands: Surmont 130k bbls /d production no longer a JV ( $COP bought out $TTE). If there is an appetite to sell I'm sure there is an appetite to buy it makes a lot of sense" @BubleQe on X 2025-07-18 21:21:14 UTC 9274 followers, 3819 engagements
"All going in the right direction: $CPX.TO $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO" @BubleQe on X 2025-07-15 19:26:31 UTC 9256 followers, 2200 engagements
"I think in time once developed this asset will slot into the $TOU.TO asset portfolio. Production moves from 3500 boed (primarly nat gas) to 8000 boepd in H2 2025. ✔The $TPZ.TO XX% working interest in the plant & XXX% GORR now successfully closed" @BubleQe on X 2025-05-30 17:09:19 UTC 9258 followers, 3060 engagements
"From a land / synergistic (BC First Nations relationships) & production standpoint it really could make a lot of sense for either $TOU.TO and/or $CNQ.TO. A JV with the two would 'never' happen (mark my words) but would halve the risk / cement the upside. Either could do this" @BubleQe on X 2025-07-20 02:36:17 UTC 9274 followers, 1594 engagements
"@BOEReport $EQT Quarterly Results. Never ceases to amaze me how much debt the US (Gas) co's run relative to CAD co's. US Gas Co Balance sheets are healthy but CAD balance sheets are like fortresses now. #NaturalGas" @BubleQe on X 2025-07-22 22:31:00 UTC 9274 followers, XXX engagements
"Super Crew ( $SCR.TO ) now firmly on track to repeat $CR.TO prolific returns performance. That said $TOU.TO is and will continue to be my largest energy holding. Invest in & with winners. 🏆" @BubleQe on X 2025-07-11 23:30:35 UTC 9248 followers, 3793 engagements
"@Merlice1 @ysteve747 @RazorOil Very welcome Rick. $TOU.TO are currently getting both JKM and TTF pricing for some of their gas LNG agreements with more that commence in a few yrs. Likely will see more supply agreements for LNG Canada both phases given its production needed for XX years of export" @BubleQe on X 2025-07-08 00:10:42 UTC 9267 followers, XXX engagements
""Give a finger take a hand". A logical transaction between $TOU.TO & $ARX.TO would be for: ➡ $TOU to acquire $ARX's septimus asset (will share a map below) core South Montney. ➡ $ARX to acquire $TOU's Attachie asset (see green on the map below)" @BubleQe on X 2025-05-15 14:36:13 UTC 9255 followers, 4284 engagements
"We'll likely find out if this week as $SCR.TO reports if this was/was not the asset that $TOU.TO acquired in the South Montney in #NEBC. Logical fit in my view adjacent to both $TOU & $SHEL's assets but illogical/non-core for $SCR given their thermal oil growth strategy" @BubleQe on X 2025-05-12 16:39:30 UTC 9258 followers, 3140 engagements
"Today's adds: $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas #Montney #NEBC" @BubleQe on X 2025-07-03 16:01:19 UTC 9248 followers, 3138 engagements
"I have a 'shortlist' of names that I routinely consider adding to my #LNG / #NaturalGas / #Power / #EnergyInfrastructure portfolio. I'm XXX% okay with missing 'outside of my wheelhouse/core competency' but here are X names in my wheelhouse on my list but I missed #Investing" @BubleQe on X 2025-07-19 17:52:36 UTC 9274 followers, 3484 engagements
"So it's useful to understand the blend requirements which have a material cost impact (typically buy it on market from $ARX.TO $TOU.TO etc $CNQ produce some in-house) as XX% of the pipeline space for the producers 'bitumen' is paid for (discount) eaten up by 'bought diluent" @BubleQe on X 2025-06-20 19:55:55 UTC 9255 followers, XXX engagements
"Portfolio hitting a milestone today target set X yrs ago. My largest position $TOU.TO has been quietly consolidating & developing Western Canada/NEBC Gas assets counter cyclically for the LNG/Power theme 2030+. This is what happens in the next lap:" @BubleQe on X 2025-06-17 17:54:27 UTC 9268 followers, 8952 engagements
"Today's adds: 🟩 $ARX.TO / @arcresources 🟩 $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas" @BubleQe on X 2025-07-15 16:37:48 UTC 9256 followers, 2748 engagements