[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](/creator/twitter/BubleQe)
"As expected. "Tariffs already have a major carve out. #Oil & #NaturalGas ". Invest wisely this cycle. #Power #Electrification #OilSands #Quality $TOU.TO $CNQ.TO $ARX.TO $TPZ.TO $SCR.TO $WCP.TO $KEY.TO $PPL.TO $TRP.TO $ENB.TO $CPX.TO $MXG.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1907644197840236767) 2025-04-03 03:59:53 UTC 9274 followers, 1442 engagements
"@Merlice1 @ysteve747 @RazorOil The only non JV partner / Canadian producer with a long term gas supply contract to sell molecules into LNG Canada to Shell is $ARX.TO. Contract is AECO + (premium) contract & won't command JKM prices. $ARX's 1st USGC LNG agreements commences next year (Cheniere). QE Grok"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1942336152310268173) 2025-07-07 21:33:20 UTC 9274 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 9257 followers, 1409 engagements
"I've been watching $CNR.TO $CNI no position but need to keep an eye on the rails as they are an indicator for the economy. See below for why @BaskinWealth: ❌Sold $CNR / @CNRailway ✔Bought $CNQ.TO / @CanadianNatural @BarrySchwartzBW @ErnestWongBWM"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879393929017332185) 2025-01-15 05:03:24 UTC 9264 followers, 3082 engagements
"January 2025: $XX & $X arrives ☑ ➡$80 WTI #Oil / $XXX CAD ➡$4 Nymex #NaturalGas / $XXXX CAD Energy Producers: $CNQ $TOU.TO $ARX.TO $TPZ.TO $SCR.TO Energy Infrastructure & Power (IPP): $TRP $ENB $PPL.TO $KEY.TO $CPX.TO $SOBO $GEI.TO $MXG.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879718743091433501) 2025-01-16 02:34:06 UTC 9270 followers, 5154 engagements
"Getting interesting. $PPL.TO / @PembinaPipeline Cedar #LNG update. #CanadianLNG #Montney $TOU.TO $ARX.TO #NEBC"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1920599525359550517) 2025-05-08 21:59:44 UTC 9270 followers, 2629 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 9266 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
"Look at this $TOU.TO / @TourmalineOil all time chart. Things will get very interesting soon here with the NEBC Infrastructure Development plan paired with LNG Canada (and more) catalysts. That's a nice looking chart to me. underpinned by rock solid fundamentals. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1933182418162524597) 2025-06-12 15:19:39 UTC 9254 followers, 3865 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 9279 followers, 4594 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 9278 followers, 3487 engagements
"Power / IPP's are the new rails: ☑Higher starting dividends similar CAGR. ☑Strong & clear growth outlook. ☑Strong & clear demand outlook (AI/Data Centres/Power) less tied to the economy. $CPX.TO $CNR.TO $CNI #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948065589995733355) 2025-07-23 17:00:04 UTC 9279 followers, 2425 engagements
"Strathcona Resources shares are very illiquid it's tough to buy blocks without sending the stock up. At $30/sh are you a buyer of $SCR.TO stock or content to just let the takeover process convert $MEG.TO shares into Strathcona shares in the next few months"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943095244087791799) 2025-07-09 23:49:41 UTC 9270 followers, 9284 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 & $TOU.TO have 'systematically' consolidated the area in the past few years ✅"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945229419083342025) 2025-07-15 21:10:08 UTC 9266 followers, 1353 engagements
"$SCR.TO are one of the largest investors in MEG Energy / $MEG.TO. Strathcona owns XX% of the company. Let that sink in. :) #TeamWaterous"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948195519937044746) 2025-07-24 01:36:22 UTC 9279 followers, 1769 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 9270 followers, XXX 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 9278 followers, 1635 engagements
"Waterous stacked the deck so that $SCR.TO / Strathcona shareholders win either way. Win: Integrate the Christina Lake asset into $SCR portfolio. Win: Competing offe = The sizeable XX% $SCR ownership in $MEG generates a profitable return for $SCR shareholders (me). Tick Tock"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948191674347524109) 2025-07-24 01:21:05 UTC 9279 followers, 2078 engagements
"@emmpeethree @RazorOil Youre literally several steps behind on this one brother Look how much value Waterous has just created for $SCR shareholders $140M in $MEG appreciation alone . :) $2.84BN+new WEF funds. Time to say goodbye to $MEG 👋"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923890541756067859) 2025-05-17 23:57:03 UTC 9271 followers, XXX engagements
"Added $CNQ.TO 2x today. Names I'll be adding throughout this turbulence: $CNQ $TOU.TO $TPZ.TO $ARX.TO $SCR.TO $PPL.TO $TRP.TO $ENB.TO That's it that's all. I'll consider core names if they 'really' pull back. Plenty of 'sustainable' #Dividends to be had here. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1909695851515330882) 2025-04-08 19:52:26 UTC 9270 followers, 10.1K engagements
"$BIR.TO is now yielding nearly 8%. Market Cap is $1.4BN. Should $BIR look to sell the company into bigger hands & if so to whom"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1853965308278792243) 2024-11-06 00:59:09 UTC 9266 followers, 4791 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 9278 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 9280 followers, 4246 engagements
"Watching the $CVE / $CVE.TO PR tomorrow and the share price response accordingly:"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948232764693651857) 2025-07-24 04:04:22 UTC 9279 followers, 1601 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 9278 followers, 1741 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 9263 followers, 1832 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 9266 followers, 1275 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 9279 followers, 5238 engagements
"More companies should just announce strategic reviews so that investors can "dump their long time heavy bags" in 'market irrelevant' names such as $KEL.TO $BIR.TO $NVA.TO as the market expects to see a premium buyout. $AAV.TO up XX% since the announcement. It can work"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902749806902354276) 2025-03-20 15:51:20 UTC 9269 followers, 2776 engagements
"I would not call this a 'Substantial Issuer Bid' (SIB). Buy 1.6M shares @ $2.15/sh for $3.4M. Market Cap is $430M so less than X% bought. Doesn't sniff right to me"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945686411677749668) 2025-07-17 03:26:04 UTC 9266 followers, 1959 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 9279 followers, XXX engagements
"From $ALA.TO / @altagas the REEF (Ridley Island Energy Export Facility) Project timeline. REEF will enable 55k bbls/d of exports primarily propane in service 2026. Significant ✅ For a baseline $TOU.TO is Canada's largest NGL producer with Propane production of 40K"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932299972978114754) 2025-06-10 04:53:08 UTC 9275 followers, 1771 engagements
"$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 $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946333569074565359) 2025-07-18 22:17:38 UTC 9279 followers, 5708 engagements
"$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 9264 followers, 6581 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 9247 followers, 2522 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 9257 followers, 2566 engagements
"Today's adds: ✔ $SCR.TO / Strathcona Resources. Plenty of Capital + Liquidity for moves to come. ➡$2.84BN in Montney asset sales. ➡$600M in $MEG.TO share ownership. ➡$1.4BN in WEF funds. #Consolidation #OilSands #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923450397185671216) 2025-05-16 18:48:05 UTC 9270 followers, 1839 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 9270 followers, 5986 engagements
"@Gary79699215 Like $CNQ for Oil & $TOU for Nat Gas"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948160632429391981) 2025-07-23 23:17:44 UTC 9279 followers, XXX 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 9266 followers, 2695 engagements
"1234 year #NaturalGas NYMEX strip pricing is $X USD. $4+ is logical given S/D. There isn't enough Tier 1' (low cost) gas inventory hence (US) producers need $3+ to be economic enough to incent drilling. $TOU.TO & $ARX.TO hold XX% of NAM Tier X Gas Inventory - #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1921073681926619175) 2025-05-10 05:23:52 UTC 9279 followers, 4194 engagements
"$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 9269 followers, 6613 engagements
"LNG Canada commences export in 'weeks' (from the company/JV directly). There is a lot to like in the upcoming #NaturalGas #LNG & #Power segments of energy. The future looks bright 🔆 $SHEL $TOU.TO $ARX.TO $CNQ $TPZ.TO $PPL.TO $KEY.TO $ENB $TRP $CPX.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1925626245670117417) 2025-05-22 18:54:08 UTC 9270 followers, 4214 engagements
"Oil down nearly XX% now. Was a good slide from Strathcona illustrating $MEG's 'real' cost of supply (adding in royalties taxes G&A and various other costs that are for some reason always left out of the equation). Time for #Consolidation 👏 #OilSands $SCR.TO $MEG.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1937268028070326745) 2025-06-23 21:54:25 UTC 9270 followers, 1761 engagements
"Getting closer to my X% #Dividend YoC buy target. Down XX% in X year & back to 2020 price levels. $CNR.TO $CNI #TrainWreck"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902037939238138319) 2025-03-18 16:42:37 UTC 9263 followers, 1460 engagements
"@CBystender @Merlice1 @trend_bullish Absolutely nailed it. I completely agree with you. On that note we're going to see in about 4-6 weeks (from $TOU.TO) what 'great mgmt' looks like"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930424412513415388) 2025-06-05 00:40:20 UTC 9279 followers, XXX 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 9247 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 9247 followers, 2001 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 9273 followers, 3983 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 9279 followers, XXX engagements
"@RaminTp I personally (would) have no issue with the lack of share price / capital appreciation but their dividend is so low there is no-where really to fuel a return for investors over a X year span. This could be a good buying opportunity but hard to tell given economic outlook"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948064688669151615) 2025-07-23 16:56:29 UTC 9270 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 9279 followers, 2021 engagements
"Question to understand better: If you hold $CNR.TO / $CNI why do you hold it & what is your time horizon. Would you trim any if the stock roared up beyond it's valuation"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948159487279526220) 2025-07-23 23:13:11 UTC 9279 followers, 1601 engagements
"@chaz30510248 @MPelletierCIO Nope $CNQ have just acquired / consolidated the full AOSP Mine (SCO / Synthetic Crude Oil) . SCO has much higher realized price than WCS/AWB & zero declines (mining operation)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948213596145730023) 2025-07-24 02:48:12 UTC 9279 followers, XX 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 9279 followers, 3853 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 9279 followers, 2244 engagements
"@EnergyInvest0r These comparisons make little sense. $60BN - $100BN companies with a $5BN company. Probably more closer in comparison to compare other SMID's in the $600M -$12BN range. Down cap you expect torque generally higher 'risk' & thus expected higher 'return'"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944215377514569868) 2025-07-13 02:00:42 UTC 9279 followers, XXX 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 9280 followers, XXX engagements
"@JamesJstuartb No X years is a very fair and reasonable time frame from an investment perspective notably through the covid /2020 era"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948069161198125098) 2025-07-23 17:14:16 UTC 9272 followers, XXX engagements
"Congrats to those who celebrate #Dividends 👏 Pool of Capital in the account accessible Monday ready to be deployed in the coming weeks. More divs from $TOU.TO (& $TPZ.TO) as I topped up on a pullback first time in a while $TOU now hitting XX week highs. $KEY.TO $PPL.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1906186873023905828) 2025-03-30 03:29:00 UTC 9274 followers, 3155 engagements
"@chaz30510248 @MPelletierCIO No they are not"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948201250073542808) 2025-07-24 01:59:08 UTC 9279 followers, XX engagements
"You might not like it but this is what peak Oil Sands SAGD rizz looks like: $SCR.TO $MEG.TO #Consolidation"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948061802883105012) 2025-07-23 16:45:01 UTC 9279 followers, 2522 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 9271 followers, 3528 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 9279 followers, XXX engagements
"@garquake @AssetTraveller I like $CNQ's method. grow via M&A. $TOU $ARX we need the Nat Gas production in BC (this is where the LNG molecules come from not from AB - not AECO) + we need the condensate (import XX% of our supply). But (non integrated) Heavy Oil probably better to sit & return capital"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1940149966783271379) 2025-07-01 20:46:12 UTC 9274 followers, 1099 engagements
"$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 9255 followers, 8518 engagements
"@freedomprocess @EnergyInvest0r $COP Canada has materially built a 'better business' but nested under the size of $COP (Super Major E&P) it's less noticed. They've divested legacy assets & acquired prime Montney + the other half of the Surmont JV (Total). Incredibly high quality Canadian assets & well run"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944219953915474228) 2025-07-13 02:18:53 UTC 9260 followers, XXX engagements
"Reminder to those who celebrate various companies pay their quarterly #dividends tomorrow 🫂$TOU.TO #TeamMIke 🫂$TPZ.TO also #TeamMike 🫂$KEY.TO "Lean & Mean" #TeamDean 🫂$PPL.TO #TeamScott #Investing #EnergyInfrastructure #PassiveIncome #DivTwit #Quality #Energy #DivX"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1773186364223205678) 2024-03-28 03:12:28 UTC 9270 followers, 6089 engagements
"$CNR.TO $CNI is now back to pre Oct 2020 levels. #Dividends for rails are quite thin so long term capital appreciation is not only required but expected. Not sure where rails will go from here just observing. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1869618814197043587) 2024-12-19 05:40:35 UTC 9279 followers, 10.5K 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 9257 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 $CNQ"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930457918723502594) 2025-06-05 02:53:28 UTC 9279 followers, 2610 engagements
"$CNR.TO / $CNI closed the same price as Aug 21st 2020. Nearly X years of 'zero' (negative when adjusted for inflation) returns. #Dividend yield is now 2.56%. still quite thin & didn't cover inflation. Has potential but rails certainly tied to the economy. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902217569068794313) 2025-03-19 04:36:24 UTC 9272 followers, 3080 engagements
"$MEG.TO / Meg Energy having 70000 bbl's of Oil shut in roughly XX% of their entire production further elongating the Q2 planned Shutdown. Be interesting to see if Waterous / $SCR.TO decide to take a few more bites on pullbacks during the XXX days. #Consolidation #OilSands"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1929593125343056244) 2025-06-02 17:37:05 UTC 9270 followers, 2261 engagements
"Finally someone (outside of the industry) who can connect the dots. Waterous is driving Consolidation a good thing but given 'entrenchment' & 'lack of shareholder/board' alignment won't happen organically & if it does at a snails pace. $CNQ $TOU.TO $ARX.TO $SCR.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948177316246667759) 2025-07-24 00:24:02 UTC 9279 followers, 1945 engagements
"@Robertmeiday Every producer paid debt down. Every producer increases divs ( $CVE yield is still thin). $HSE integration X years Banking on Federal election for $CVE $ARX.TO is laps ahead of $CVE for comparison no Like @Merlice1 I do like to challenge shine light in the darkness"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1875067409381642535) 2025-01-03 06:31:22 UTC 9270 followers, XXX 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 9279 followers, 2221 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 $ATH or other small cap heavy oil co's (many didn't) so torque expected"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944216662125031463) 2025-07-13 02:05:48 UTC 9279 followers, XXX engagements
"$CNR.TO / $CNI inching close to my X% #Dividend target Yield ($112.70/sh CAD) :) The stock is back to 2020 levels essentially doing nothing given a thin yield which has been returned less than inflation for nearly X years longer when adjusted for inflation. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879341761283436871) 2025-01-15 01:36:07 UTC 9279 followers, 4326 engagements
"$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 9279 followers, 2909 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 9254 followers, 7747 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 9266 followers, 1266 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 $TOU position size"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945221590758637902) 2025-07-15 20:39:02 UTC 9247 followers, 1484 engagements
"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943169752651669769) 2025-07-10 04:45:46 UTC 9272 followers, 1391 engagements
"$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 9279 followers, 4788 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 9254 followers, 4624 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 9280 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 9270 followers, 4495 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 9264 followers, 7485 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 9254 followers, 6623 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 9275 followers, 2382 engagements
"Mike Rose nails it on the CC: "Our BC Montney acquisitions has been to secure '3 decades' of Tier X inventory (at 850kboepd production)". "The 'wedge' of operating cost reduction from NEBC infrastructure development will occur 2027-2029". Updated plan out H2 2025. $TOU.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1920501556274749522) 2025-05-08 15:30:26 UTC 9279 followers, 7303 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 9279 followers, 1462 engagements
"@NuggetCapital $SCR.TO if it dips back to the $26's. $CNQ.TO if it dips back below $XX. Names I'll be researching over the holidays: $AAV.TO $KEC.TO $LGN.V $NPWR (NYSE) $CNR.TO & a few others"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1865147331286577228) 2024-12-06 21:32:31 UTC 9264 followers, 1712 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 9279 followers, 3827 engagements
"re: REEF (West Coast Canada LPG/NGL exports): $ALA.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948067332536111440) 2025-07-23 17:07:00 UTC 9279 followers, XXX engagements
"The observation continues. Not a good quarter nor outlook for $CNR.TO $CNI #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948062998389768475) 2025-07-23 16:49:46 UTC 9279 followers, 2751 engagements
"@BB19043 I'm a buyer here have been adding. I'm sure they're using the NCIB also here in size. we'll see in time. $ARX.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945974341617009036) 2025-07-17 22:30:12 UTC 9264 followers, XXX engagements
"I'm adamant $CPX.TO is a 'must hold' a true core for any and every portfolio seeking exposure to the Power/Nat Gas demand growth theme. Little doubt that Carney will be in full support of Power in Canada. But $CPX's growth has been primarily in the US exclusively Gas Power"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1929962863940276607) 2025-06-03 18:06:18 UTC 9269 followers, 4855 engagements
"@garquake @Merlice1 @AssetTraveller I guess Cenovus isnt so cheap After all. Stock has come down to a fair valuation. so too has $CNQ. XX% FCF is the right figure too high is a red flag (no investors) too low can mean too much Capex"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945968503602979127) 2025-07-17 22:07:00 UTC 9280 followers, 1188 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 9279 followers, 3415 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 9265 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 9255 followers, 7698 engagements
"Another #LNG positive Final Investment Decision.🔥 Cheniere with Corpus Christi #LNG X additional trains (89). Note: $ARX.TO will supply .15Bcf/d of #NaturalGas to Train X for LNG export which is expected to start up later this year"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1937515052313247963) 2025-06-24 14:16:00 UTC 9280 followers, 3560 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 9275 followers, 5179 engagements
"@geo_fed They'd have to issue shares for dirt cheap ($16/sh). The market won't even pay $20/sh for $CVE here. But unlike $CPX & $KEY issuing shares quite a bit below market price not sure if $CVE would enjoy the same quick capital appreciation following"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948176022467477754) 2025-07-24 00:18:53 UTC 9279 followers, XXX 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 9263 followers, 2679 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 9271 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 9276 followers, 1808 engagements
"@JamesJstuartb Check $CPX dividend payout ratio very low and a higher yield despite the capital appreciation relative to $CNR.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948069430803796169) 2025-07-23 17:15:20 UTC 9279 followers, XXX engagements
"While Twitter linearly focuses on " Shame on $SCR for a lowball offer for $MEG " Waterous stacked the odds so $SCR win in all scenarios ♟ $SCR bought XX% of $MEG "on the cheap" $SCR win if the deal goes through $SCR win if competing offers come in"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923387597256069341) 2025-05-16 14:38:32 UTC 9270 followers, 7893 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
"@mpotkins 2/2 This is part of a full $CVE (strategic opinion) thread. $SCR.TO $MEG.TO $CVE.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948169974570430496) 2025-07-23 23:54:51 UTC 9279 followers, XXX engagements
"$CNR.TO / $CNR has now round tripped back to 2020 levels. Seeing tweets where it's down 'YTD' & it's a buy. but if we're heading into a recession there is a XXX% chance that rails will prosper. Yield even today is a pathetic 2.2%. ✔4 years of stale money. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1859130938984169833) 2024-11-20 07:05:31 UTC 9264 followers, 10.4K engagements
"@Kevin_AGraham I really do like that Cascade Power contract. regardless of short term AB / AESO power prices in the mid & long term that will serve them very well I think"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947382030872023368) 2025-07-21 19:43:51 UTC 9246 followers, XXX engagements
"$CPX.TO #Investing ☑Apr 14: Capital Power Announces Strategic Acquisition of Two Flexible Generation Assets in PJM & a $XXX Million Offering of Common Shares US$2.2 billion". ☑ Jun 22: "Biggest US power grid auction prices rise by XX% to new heights""
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948058601823854972) 2025-07-23 16:32:18 UTC 9279 followers, 1384 engagements
"As an $SCR.TO / Strathcona shareholder I approve this message $SCR own XX% of $MEG.TO energy so any premium offers is a good thing for Strathcona shareholders. Come on $CVE (I'll share a tweet thread below on why I feel $CVE / $MEG makes the most sense)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948169507685769632) 2025-07-23 23:53:00 UTC 9279 followers, 4678 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 9279 followers, XXX engagements
"I'm quite sure $TOU.TO would be interested in $CVE's Deep Basin assets. Could free up some cash for sure to help fund a $MEG acquisition. But it really comes down to $CVE's strategic "priorities""
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948223969758462010) 2025-07-24 03:29:25 UTC 9279 followers, 2371 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 9279 followers, 3063 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 9279 followers, 1630 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 9247 followers, 3798 engagements
"@Merlice1 @ysteve747 @RazorOil Very welcome Rick. $TOU.TO are currently getting both JKM and TTF pricing for some of their gas LNG agreements with more that commence in a few yrs. Likely will see more supply agreements for LNG Canada both phases given its production needed for XX years of export"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1942375755415183434) 2025-07-08 00:10:42 UTC 9279 followers, XXX engagements
"$CNR.TO / @CNRailway profits tumble by 'nearly half'. Let's see if that X% #Dividend Yield on Cost idea has merit ;)"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1885098776555049382) 2025-01-30 22:52:26 UTC 9279 followers, 2367 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 9279 followers, 4287 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
"To follow up world's first dedicated LNG ETF (Roundhill: $LNGG) started trading today"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1705248135201837231) 2023-09-22 15:50:12 UTC 9279 followers, 1745 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 9279 followers, 2764 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
"As expected. "Tariffs already have a major carve out. #Oil & #NaturalGas ". Invest wisely this cycle. #Power #Electrification #OilSands #Quality $TOU.TO $CNQ.TO $ARX.TO $TPZ.TO $SCR.TO $WCP.TO $KEY.TO $PPL.TO $TRP.TO $ENB.TO $CPX.TO $MXG.TO"
@BubleQe on X 2025-04-03 03:59:53 UTC 9274 followers, 1442 engagements
"@Merlice1 @ysteve747 @RazorOil The only non JV partner / Canadian producer with a long term gas supply contract to sell molecules into LNG Canada to Shell is $ARX.TO. Contract is AECO + (premium) contract & won't command JKM prices. $ARX's 1st USGC LNG agreements commences next year (Cheniere). QE Grok" @BubleQe on X 2025-07-07 21:33:20 UTC 9274 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 9257 followers, 1409 engagements
"I've been watching $CNR.TO $CNI no position but need to keep an eye on the rails as they are an indicator for the economy. See below for why @BaskinWealth: ❌Sold $CNR / @CNRailway ✔Bought $CNQ.TO / @CanadianNatural @BarrySchwartzBW @ErnestWongBWM" @BubleQe on X 2025-01-15 05:03:24 UTC 9264 followers, 3082 engagements
"January 2025: $XX & $X arrives ☑ ➡$80 WTI #Oil / $XXX CAD ➡$4 Nymex #NaturalGas / $XXXX CAD Energy Producers: $CNQ $TOU.TO $ARX.TO $TPZ.TO $SCR.TO Energy Infrastructure & Power (IPP): $TRP $ENB $PPL.TO $KEY.TO $CPX.TO $SOBO $GEI.TO $MXG.TO" @BubleQe on X 2025-01-16 02:34:06 UTC 9270 followers, 5154 engagements
"Getting interesting. $PPL.TO / @PembinaPipeline Cedar #LNG update. #CanadianLNG #Montney $TOU.TO $ARX.TO #NEBC" @BubleQe on X 2025-05-08 21:59:44 UTC 9270 followers, 2629 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 9266 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
"Look at this $TOU.TO / @TourmalineOil all time chart. Things will get very interesting soon here with the NEBC Infrastructure Development plan paired with LNG Canada (and more) catalysts. That's a nice looking chart to me. underpinned by rock solid fundamentals. #Investing" @BubleQe on X 2025-06-12 15:19:39 UTC 9254 followers, 3865 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 9279 followers, 4594 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 9278 followers, 3487 engagements
"Power / IPP's are the new rails: ☑Higher starting dividends similar CAGR. ☑Strong & clear growth outlook. ☑Strong & clear demand outlook (AI/Data Centres/Power) less tied to the economy. $CPX.TO $CNR.TO $CNI #Investing" @BubleQe on X 2025-07-23 17:00:04 UTC 9279 followers, 2425 engagements
"Strathcona Resources shares are very illiquid it's tough to buy blocks without sending the stock up. At $30/sh are you a buyer of $SCR.TO stock or content to just let the takeover process convert $MEG.TO shares into Strathcona shares in the next few months" @BubleQe on X 2025-07-09 23:49:41 UTC 9270 followers, 9284 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 & $TOU.TO have 'systematically' consolidated the area in the past few years ✅" @BubleQe on X 2025-07-15 21:10:08 UTC 9266 followers, 1353 engagements
"$SCR.TO are one of the largest investors in MEG Energy / $MEG.TO. Strathcona owns XX% of the company. Let that sink in. :) #TeamWaterous" @BubleQe on X 2025-07-24 01:36:22 UTC 9279 followers, 1769 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 9270 followers, XXX 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 9278 followers, 1635 engagements
"Waterous stacked the deck so that $SCR.TO / Strathcona shareholders win either way. Win: Integrate the Christina Lake asset into $SCR portfolio. Win: Competing offe = The sizeable XX% $SCR ownership in $MEG generates a profitable return for $SCR shareholders (me). Tick Tock" @BubleQe on X 2025-07-24 01:21:05 UTC 9279 followers, 2078 engagements
"@emmpeethree @RazorOil Youre literally several steps behind on this one brother Look how much value Waterous has just created for $SCR shareholders $140M in $MEG appreciation alone . :) $2.84BN+new WEF funds. Time to say goodbye to $MEG 👋" @BubleQe on X 2025-05-17 23:57:03 UTC 9271 followers, XXX engagements
"Added $CNQ.TO 2x today. Names I'll be adding throughout this turbulence: $CNQ $TOU.TO $TPZ.TO $ARX.TO $SCR.TO $PPL.TO $TRP.TO $ENB.TO That's it that's all. I'll consider core names if they 'really' pull back. Plenty of 'sustainable' #Dividends to be had here. #Investing" @BubleQe on X 2025-04-08 19:52:26 UTC 9270 followers, 10.1K engagements
"$BIR.TO is now yielding nearly 8%. Market Cap is $1.4BN. Should $BIR look to sell the company into bigger hands & if so to whom" @BubleQe on X 2024-11-06 00:59:09 UTC 9266 followers, 4791 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 9278 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 9280 followers, 4246 engagements
"Watching the $CVE / $CVE.TO PR tomorrow and the share price response accordingly:" @BubleQe on X 2025-07-24 04:04:22 UTC 9279 followers, 1601 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 9278 followers, 1741 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 9263 followers, 1832 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 9266 followers, 1275 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 9279 followers, 5238 engagements
"More companies should just announce strategic reviews so that investors can "dump their long time heavy bags" in 'market irrelevant' names such as $KEL.TO $BIR.TO $NVA.TO as the market expects to see a premium buyout. $AAV.TO up XX% since the announcement. It can work" @BubleQe on X 2025-03-20 15:51:20 UTC 9269 followers, 2776 engagements
"I would not call this a 'Substantial Issuer Bid' (SIB). Buy 1.6M shares @ $2.15/sh for $3.4M. Market Cap is $430M so less than X% bought. Doesn't sniff right to me" @BubleQe on X 2025-07-17 03:26:04 UTC 9266 followers, 1959 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 9279 followers, XXX engagements
"From $ALA.TO / @altagas the REEF (Ridley Island Energy Export Facility) Project timeline. REEF will enable 55k bbls/d of exports primarily propane in service 2026. Significant ✅ For a baseline $TOU.TO is Canada's largest NGL producer with Propane production of 40K" @BubleQe on X 2025-06-10 04:53:08 UTC 9275 followers, 1771 engagements
"$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 $TPZ.TO" @BubleQe on X 2025-07-18 22:17:38 UTC 9279 followers, 5708 engagements
"$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 9264 followers, 6581 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 9247 followers, 2522 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 9257 followers, 2566 engagements
"Today's adds: ✔ $SCR.TO / Strathcona Resources. Plenty of Capital + Liquidity for moves to come. ➡$2.84BN in Montney asset sales. ➡$600M in $MEG.TO share ownership. ➡$1.4BN in WEF funds. #Consolidation #OilSands #Montney" @BubleQe on X 2025-05-16 18:48:05 UTC 9270 followers, 1839 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 9270 followers, 5986 engagements
"@Gary79699215 Like $CNQ for Oil & $TOU for Nat Gas" @BubleQe on X 2025-07-23 23:17:44 UTC 9279 followers, XXX engagements
"Today's adds: ☑ $TOU.TO / @TourmalineOil #LNG #NaturalGas #CanadianLNG #NEBC #Montney" @BubleQe on X 2025-07-11 18:06:48 UTC 9266 followers, 2695 engagements
"1234 year #NaturalGas NYMEX strip pricing is $X USD. $4+ is logical given S/D. There isn't enough Tier 1' (low cost) gas inventory hence (US) producers need $3+ to be economic enough to incent drilling. $TOU.TO & $ARX.TO hold XX% of NAM Tier X Gas Inventory - #Montney" @BubleQe on X 2025-05-10 05:23:52 UTC 9279 followers, 4194 engagements
"$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 9269 followers, 6613 engagements
"LNG Canada commences export in 'weeks' (from the company/JV directly). There is a lot to like in the upcoming #NaturalGas #LNG & #Power segments of energy. The future looks bright 🔆 $SHEL $TOU.TO $ARX.TO $CNQ $TPZ.TO $PPL.TO $KEY.TO $ENB $TRP $CPX.TO" @BubleQe on X 2025-05-22 18:54:08 UTC 9270 followers, 4214 engagements
"Oil down nearly XX% now. Was a good slide from Strathcona illustrating $MEG's 'real' cost of supply (adding in royalties taxes G&A and various other costs that are for some reason always left out of the equation). Time for #Consolidation 👏 #OilSands $SCR.TO $MEG.TO" @BubleQe on X 2025-06-23 21:54:25 UTC 9270 followers, 1761 engagements
"Getting closer to my X% #Dividend YoC buy target. Down XX% in X year & back to 2020 price levels. $CNR.TO $CNI #TrainWreck" @BubleQe on X 2025-03-18 16:42:37 UTC 9263 followers, 1460 engagements
"@CBystender @Merlice1 @trend_bullish Absolutely nailed it. I completely agree with you. On that note we're going to see in about 4-6 weeks (from $TOU.TO) what 'great mgmt' looks like" @BubleQe on X 2025-06-05 00:40:20 UTC 9279 followers, XXX 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 9247 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 9247 followers, 2001 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 9273 followers, 3983 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 9279 followers, XXX engagements
"@RaminTp I personally (would) have no issue with the lack of share price / capital appreciation but their dividend is so low there is no-where really to fuel a return for investors over a X year span. This could be a good buying opportunity but hard to tell given economic outlook" @BubleQe on X 2025-07-23 16:56:29 UTC 9270 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 9279 followers, 2021 engagements
"Question to understand better: If you hold $CNR.TO / $CNI why do you hold it & what is your time horizon. Would you trim any if the stock roared up beyond it's valuation" @BubleQe on X 2025-07-23 23:13:11 UTC 9279 followers, 1601 engagements
"@chaz30510248 @MPelletierCIO Nope $CNQ have just acquired / consolidated the full AOSP Mine (SCO / Synthetic Crude Oil) . SCO has much higher realized price than WCS/AWB & zero declines (mining operation)" @BubleQe on X 2025-07-24 02:48:12 UTC 9279 followers, XX 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 9279 followers, 3853 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 9279 followers, 2244 engagements
"@EnergyInvest0r These comparisons make little sense. $60BN - $100BN companies with a $5BN company. Probably more closer in comparison to compare other SMID's in the $600M -$12BN range. Down cap you expect torque generally higher 'risk' & thus expected higher 'return'" @BubleQe on X 2025-07-13 02:00:42 UTC 9279 followers, XXX 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 9280 followers, XXX engagements
"@JamesJstuartb No X years is a very fair and reasonable time frame from an investment perspective notably through the covid /2020 era" @BubleQe on X 2025-07-23 17:14:16 UTC 9272 followers, XXX engagements
"Congrats to those who celebrate #Dividends 👏 Pool of Capital in the account accessible Monday ready to be deployed in the coming weeks. More divs from $TOU.TO (& $TPZ.TO) as I topped up on a pullback first time in a while $TOU now hitting XX week highs. $KEY.TO $PPL.TO" @BubleQe on X 2025-03-30 03:29:00 UTC 9274 followers, 3155 engagements
"@chaz30510248 @MPelletierCIO No they are not" @BubleQe on X 2025-07-24 01:59:08 UTC 9279 followers, XX engagements
"You might not like it but this is what peak Oil Sands SAGD rizz looks like: $SCR.TO $MEG.TO #Consolidation" @BubleQe on X 2025-07-23 16:45:01 UTC 9279 followers, 2522 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 9271 followers, 3528 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 9279 followers, XXX engagements
"@garquake @AssetTraveller I like $CNQ's method. grow via M&A. $TOU $ARX we need the Nat Gas production in BC (this is where the LNG molecules come from not from AB - not AECO) + we need the condensate (import XX% of our supply). But (non integrated) Heavy Oil probably better to sit & return capital" @BubleQe on X 2025-07-01 20:46:12 UTC 9274 followers, 1099 engagements
"$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 9255 followers, 8518 engagements
"@freedomprocess @EnergyInvest0r $COP Canada has materially built a 'better business' but nested under the size of $COP (Super Major E&P) it's less noticed. They've divested legacy assets & acquired prime Montney + the other half of the Surmont JV (Total). Incredibly high quality Canadian assets & well run" @BubleQe on X 2025-07-13 02:18:53 UTC 9260 followers, XXX engagements
"Reminder to those who celebrate various companies pay their quarterly #dividends tomorrow 🫂$TOU.TO #TeamMIke 🫂$TPZ.TO also #TeamMike 🫂$KEY.TO "Lean & Mean" #TeamDean 🫂$PPL.TO #TeamScott #Investing #EnergyInfrastructure #PassiveIncome #DivTwit #Quality #Energy #DivX" @BubleQe on X 2024-03-28 03:12:28 UTC 9270 followers, 6089 engagements
"$CNR.TO $CNI is now back to pre Oct 2020 levels. #Dividends for rails are quite thin so long term capital appreciation is not only required but expected. Not sure where rails will go from here just observing. #Investing" @BubleQe on X 2024-12-19 05:40:35 UTC 9279 followers, 10.5K 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 9257 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 $CNQ" @BubleQe on X 2025-06-05 02:53:28 UTC 9279 followers, 2610 engagements
"$CNR.TO / $CNI closed the same price as Aug 21st 2020. Nearly X years of 'zero' (negative when adjusted for inflation) returns. #Dividend yield is now 2.56%. still quite thin & didn't cover inflation. Has potential but rails certainly tied to the economy. #Investing" @BubleQe on X 2025-03-19 04:36:24 UTC 9272 followers, 3080 engagements
"$MEG.TO / Meg Energy having 70000 bbl's of Oil shut in roughly XX% of their entire production further elongating the Q2 planned Shutdown. Be interesting to see if Waterous / $SCR.TO decide to take a few more bites on pullbacks during the XXX days. #Consolidation #OilSands" @BubleQe on X 2025-06-02 17:37:05 UTC 9270 followers, 2261 engagements
"Finally someone (outside of the industry) who can connect the dots. Waterous is driving Consolidation a good thing but given 'entrenchment' & 'lack of shareholder/board' alignment won't happen organically & if it does at a snails pace. $CNQ $TOU.TO $ARX.TO $SCR.TO $TPZ.TO" @BubleQe on X 2025-07-24 00:24:02 UTC 9279 followers, 1945 engagements
"@Robertmeiday Every producer paid debt down. Every producer increases divs ( $CVE yield is still thin). $HSE integration X years Banking on Federal election for $CVE $ARX.TO is laps ahead of $CVE for comparison no Like @Merlice1 I do like to challenge shine light in the darkness" @BubleQe on X 2025-01-03 06:31:22 UTC 9270 followers, XXX 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 9279 followers, 2221 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 $ATH or other small cap heavy oil co's (many didn't) so torque expected" @BubleQe on X 2025-07-13 02:05:48 UTC 9279 followers, XXX engagements
"$CNR.TO / $CNI inching close to my X% #Dividend target Yield ($112.70/sh CAD) :) The stock is back to 2020 levels essentially doing nothing given a thin yield which has been returned less than inflation for nearly X years longer when adjusted for inflation. #Investing" @BubleQe on X 2025-01-15 01:36:07 UTC 9279 followers, 4326 engagements
"$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 9279 followers, 2909 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 9254 followers, 7747 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 9266 followers, 1266 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 $TOU position size" @BubleQe on X 2025-07-15 20:39:02 UTC 9247 followers, 1484 engagements
"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return" @BubleQe on X 2025-07-10 04:45:46 UTC 9272 followers, 1391 engagements
"$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 9279 followers, 4788 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 9254 followers, 4624 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 9280 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 9270 followers, 4495 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 9264 followers, 7485 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 9254 followers, 6623 engagements
"Worth paying attention to: $CPX.TO $TOU.TO $ARX.TO $CNQ $TPZ.TO" @BubleQe on X 2025-06-04 16:17:27 UTC 9275 followers, 2382 engagements
"Mike Rose nails it on the CC: "Our BC Montney acquisitions has been to secure '3 decades' of Tier X inventory (at 850kboepd production)". "The 'wedge' of operating cost reduction from NEBC infrastructure development will occur 2027-2029". Updated plan out H2 2025. $TOU.TO" @BubleQe on X 2025-05-08 15:30:26 UTC 9279 followers, 7303 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 9279 followers, 1462 engagements
"@NuggetCapital $SCR.TO if it dips back to the $26's. $CNQ.TO if it dips back below $XX. Names I'll be researching over the holidays: $AAV.TO $KEC.TO $LGN.V $NPWR (NYSE) $CNR.TO & a few others" @BubleQe on X 2024-12-06 21:32:31 UTC 9264 followers, 1712 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 9279 followers, 3827 engagements
"re: REEF (West Coast Canada LPG/NGL exports): $ALA.TO" @BubleQe on X 2025-07-23 17:07:00 UTC 9279 followers, XXX engagements
"The observation continues. Not a good quarter nor outlook for $CNR.TO $CNI #Investing" @BubleQe on X 2025-07-23 16:49:46 UTC 9279 followers, 2751 engagements
"@BB19043 I'm a buyer here have been adding. I'm sure they're using the NCIB also here in size. we'll see in time. $ARX.TO" @BubleQe on X 2025-07-17 22:30:12 UTC 9264 followers, XXX engagements
"I'm adamant $CPX.TO is a 'must hold' a true core for any and every portfolio seeking exposure to the Power/Nat Gas demand growth theme. Little doubt that Carney will be in full support of Power in Canada. But $CPX's growth has been primarily in the US exclusively Gas Power" @BubleQe on X 2025-06-03 18:06:18 UTC 9269 followers, 4855 engagements
"@garquake @Merlice1 @AssetTraveller I guess Cenovus isnt so cheap After all. Stock has come down to a fair valuation. so too has $CNQ. XX% FCF is the right figure too high is a red flag (no investors) too low can mean too much Capex" @BubleQe on X 2025-07-17 22:07:00 UTC 9280 followers, 1188 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 9279 followers, 3415 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 9265 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 9255 followers, 7698 engagements
"Another #LNG positive Final Investment Decision.🔥 Cheniere with Corpus Christi #LNG X additional trains (89). Note: $ARX.TO will supply .15Bcf/d of #NaturalGas to Train X for LNG export which is expected to start up later this year" @BubleQe on X 2025-06-24 14:16:00 UTC 9280 followers, 3560 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 9275 followers, 5179 engagements
"@geo_fed They'd have to issue shares for dirt cheap ($16/sh). The market won't even pay $20/sh for $CVE here. But unlike $CPX & $KEY issuing shares quite a bit below market price not sure if $CVE would enjoy the same quick capital appreciation following" @BubleQe on X 2025-07-24 00:18:53 UTC 9279 followers, XXX 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 9263 followers, 2679 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 9271 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 9276 followers, 1808 engagements
"@JamesJstuartb Check $CPX dividend payout ratio very low and a higher yield despite the capital appreciation relative to $CNR.TO" @BubleQe on X 2025-07-23 17:15:20 UTC 9279 followers, XXX engagements
"While Twitter linearly focuses on " Shame on $SCR for a lowball offer for $MEG " Waterous stacked the odds so $SCR win in all scenarios ♟ $SCR bought XX% of $MEG "on the cheap" $SCR win if the deal goes through $SCR win if competing offers come in" @BubleQe on X 2025-05-16 14:38:32 UTC 9270 followers, 7893 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
"@mpotkins 2/2 This is part of a full $CVE (strategic opinion) thread. $SCR.TO $MEG.TO $CVE.TO" @BubleQe on X 2025-07-23 23:54:51 UTC 9279 followers, XXX engagements
"$CNR.TO / $CNR has now round tripped back to 2020 levels. Seeing tweets where it's down 'YTD' & it's a buy. but if we're heading into a recession there is a XXX% chance that rails will prosper. Yield even today is a pathetic 2.2%. ✔4 years of stale money. #Investing" @BubleQe on X 2024-11-20 07:05:31 UTC 9264 followers, 10.4K engagements
"@Kevin_AGraham I really do like that Cascade Power contract. regardless of short term AB / AESO power prices in the mid & long term that will serve them very well I think" @BubleQe on X 2025-07-21 19:43:51 UTC 9246 followers, XXX engagements
"$CPX.TO #Investing ☑Apr 14: Capital Power Announces Strategic Acquisition of Two Flexible Generation Assets in PJM & a $XXX Million Offering of Common Shares US$2.2 billion". ☑ Jun 22: "Biggest US power grid auction prices rise by XX% to new heights"" @BubleQe on X 2025-07-23 16:32:18 UTC 9279 followers, 1384 engagements
"As an $SCR.TO / Strathcona shareholder I approve this message $SCR own XX% of $MEG.TO energy so any premium offers is a good thing for Strathcona shareholders. Come on $CVE (I'll share a tweet thread below on why I feel $CVE / $MEG makes the most sense)" @BubleQe on X 2025-07-23 23:53:00 UTC 9279 followers, 4678 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 9279 followers, XXX engagements
"I'm quite sure $TOU.TO would be interested in $CVE's Deep Basin assets. Could free up some cash for sure to help fund a $MEG acquisition. But it really comes down to $CVE's strategic "priorities"" @BubleQe on X 2025-07-24 03:29:25 UTC 9279 followers, 2371 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 9279 followers, 3063 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 9279 followers, 1630 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 9247 followers, 3798 engagements
"@Merlice1 @ysteve747 @RazorOil Very welcome Rick. $TOU.TO are currently getting both JKM and TTF pricing for some of their gas LNG agreements with more that commence in a few yrs. Likely will see more supply agreements for LNG Canada both phases given its production needed for XX years of export" @BubleQe on X 2025-07-08 00:10:42 UTC 9279 followers, XXX engagements
"$CNR.TO / @CNRailway profits tumble by 'nearly half'. Let's see if that X% #Dividend Yield on Cost idea has merit ;)" @BubleQe on X 2025-01-30 22:52:26 UTC 9279 followers, 2367 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 9279 followers, 4287 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
"To follow up world's first dedicated LNG ETF (Roundhill: $LNGG) started trading today" @BubleQe on X 2023-09-22 15:50:12 UTC 9279 followers, 1745 engagements
"Today's adds: 🟩 $ARX.TO / @arcresources 🟩 $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas" @BubleQe on X 2025-07-15 16:37:48 UTC 9279 followers, 2764 engagements