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[@BubleQe](/creator/twitter/BubleQe)
"Today's adds: ☑ $TPZ.TO A sustainable & growing XXX% #Dividend YoC. Notes: a) Topaz has significant Nat Gas royalties with a 90+% FCF Margin AECO/Stn X Nat Gas prices are now lifting. b) Tourmaline's NEBC growth plan adds sizeable organic royalty production to Topaz"  
[X Link](https://x.com/BubleQe/status/1978492927509668113) [@BubleQe](/creator/x/BubleQe) 2025-10-15T16:07Z 9239 followers, 3633 engagements


"Then add $CNQ with 'high realized price' (SCO / Synethtic Crude Oil) & the margins are excellent even at $XX WTI / $XX SCO for 40+ years"  
[X Link](https://x.com/BubleQe/status/1971380877256167935) [@BubleQe](/creator/x/BubleQe) 2025-09-26T01:06Z 9235 followers, 3486 engagements


"@NaimSmith6 @BrockWarkentin 2026"  
[X Link](https://x.com/BubleQe/status/1978537126271578132) [@BubleQe](/creator/x/BubleQe) 2025-10-15T19:03Z 9235 followers, XX engagements


"I like this view good take. Now watch for the $TPZ.TO to materially grow into 2030 as underlying operators grow organically ( $TOU.TO - significant X yr growth plan $HWX.TO & $TVE.TO) but the $TPZ headcount & G&A stays fairly flat"  
[X Link](https://x.com/BubleQe/status/1964359554508218712) [@BubleQe](/creator/x/BubleQe) 2025-09-06T16:06Z 9239 followers, 4544 engagements


"Another acquisition 🔥🔥 $MEG.TO / Meg Energy with a nice XX% premium too. Kudos to all sets of holders #Consolidation"  
[X Link](https://x.com/BubleQe/status/1906789249804075450) [@BubleQe](/creator/x/BubleQe) 2025-03-31T19:22Z 9240 followers, 42.7K engagements


"@trend_bullish @VanIsleInvestor Most of these extremists are generally 'often wrong'. Schach-Attack has had so many bad (extreme) calls. His doppelganger (Peter Linder) is even worse. Oil is pressed here make no mistake about that strip now $XX USD"  
[X Link](https://x.com/BubleQe/status/1978262033196806246) [@BubleQe](/creator/x/BubleQe) 2025-10-15T00:49Z 9241 followers, XXX engagements


"@metzger_ri24956 @VanIsleInvestor @Merlice1 Again you'll need to find someone who is interested in Integrateds. I'm not. Despite $IMO $SU & in parts $CVE running their downstream quite well the margins are generally quite thin. it's not for me longer term and that's how I invest for the longer term "Thematically""  
[X Link](https://x.com/BubleQe/status/1975397636346945740) [@BubleQe](/creator/x/BubleQe) 2025-10-07T03:07Z 9240 followers, XXX 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"  
[X Link](https://x.com/BubleQe/status/1948065589995733355) [@BubleQe](/creator/x/BubleQe) 2025-07-23T17:00Z 9236 followers, 3262 engagements


"To be specific Oil Sands "Mining" = No Decline. One of the many reasons why $CNQ.TO have bought out the remainder of the AOSP Oil Sands Mining JV (from Shell). SAGD/Thermal also generally has very low declines nothing like 'treadmill' shale wells. #OilSands"  
[X Link](https://x.com/BubleQe/status/1978588891621085493) [@BubleQe](/creator/x/BubleQe) 2025-10-15T22:28Z 9243 followers, 6516 engagements


"From $ARX.TO / @arcresources: ➡#Attachie Plant construction XX% complete. ➡37/40 Wells for Attachie drilled. ➡$80M non-core/non-#Montney asset sale closed. ☑$80M will go to "Share Count Reduction" via NCIB (see graph). ✔$ARX.TO Share Count 596M.🔥 #Investing #LNG"  
[X Link](https://x.com/BubleQe/status/1831351855957635191) [@BubleQe](/creator/x/BubleQe) 2024-09-04T15:21Z 9240 followers, 1125 engagements


"This is how I feel about $TOU.TO & $TPZ.TO. Not many have patience seek instant reward instant gratification. The best things generally take time"  
[X Link](https://x.com/BubleQe/status/1972769324084728294) [@BubleQe](/creator/x/BubleQe) 2025-09-29T21:03Z 9242 followers, 7136 engagements


"Bravo $ARX.TO (and $SCR.TO) these are the moves assets with the rightful owners. #Consolidation #Montney"  
[X Link](https://x.com/BubleQe/status/1940518478882259195) [@BubleQe](/creator/x/BubleQe) 2025-07-02T21:10Z 9238 followers, 3046 engagements


"Today's adds 2/2: ☑ $TOU.TO / @TourmalineOil #Investing"  
[X Link](https://x.com/BubleQe/status/1976371484571599297) [@BubleQe](/creator/x/BubleQe) 2025-10-09T19:37Z 9242 followers, 3790 engagements


"@BrockWarkentin + complain about low domestic gas prices. + (2027+) complain that the crude pipes are full exporting oil out of Alberta. Ie. We need to plan & think different"  
[X Link](https://x.com/BubleQe/status/1978541952753676568) [@BubleQe](/creator/x/BubleQe) 2025-10-15T19:22Z 9240 followers, XX engagements


".3Bcf/d in supply gas agreements up for grabs in the Cedar LNG project (toll booth). $ARX.TO will supply 200Mcf/d currently. Who will supply the rest"  
[X Link](https://x.com/BubleQe/status/1971356931530031143) [@BubleQe](/creator/x/BubleQe) 2025-09-25T23:31Z 9239 followers, 1636 engagements


"Ranked Position sizes in the portfolio: X $TOU.TO (Increased). X $ARX.TO (Increased). X $TPZ.TO / $CNQ.TO (Increased both). X $PPL.TO - Energy Infra (reduced given valuations) X $SCR.TO - (Reduced given valuations). #Investing #LNG #NaturalGas #Dividends"  
[X Link](https://x.com/BubleQe/status/1966542827254644760) [@BubleQe](/creator/x/BubleQe) 2025-09-12T16:42Z 9238 followers, 4310 engagements


"This thread below may help understand the (hand picked) names are in the portfolio and with the appropriate weights. Scenarios are core & critical to my investment process. I primarly track progress and alignment via "milestones" & "Leading Indicators""  
[X Link](https://x.com/BubleQe/status/1966541445877391464) [@BubleQe](/creator/x/BubleQe) 2025-09-12T16:36Z 9238 followers, 1722 engagements


"@Rienguette78244 @TELUS The present is also given that generous dividend. Quite the spread from Prime Rate now. Rates will continue to roll over. $T.TO will get bought up for the yield alone. Over to you Darren (Entwistle). Thank you"  
[X Link](https://x.com/BubleQe/status/1975990514878128355) [@BubleQe](/creator/x/BubleQe) 2025-10-08T18:23Z 9239 followers, XXX engagements


""British Columbia (the NEBC Montney) is the Qatar of Natural Gas". @BDEPardell 2025. 2026 will be a very interesting year in the Canadian Natural Gas landscape. Thank you. $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO $PPL.TO $TRP.TO $ENB.TO $CPX.TO"  
[X Link](https://x.com/BubleQe/status/1976057033066745908) [@BubleQe](/creator/x/BubleQe) 2025-10-08T22:48Z 9239 followers, 3022 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"  
[X Link](https://x.com/BubleQe/status/1902749806902354276) [@BubleQe](/creator/x/BubleQe) 2025-03-20T15:51Z 9239 followers, 2819 engagements


"@oilrambo @Kevin_AGraham @EnergyInvest0r Were still doing highly levered junior gas companies vs blue chips comparisons this week again How about do $TNZ vs $TOU & $PEY if you want to go even lower down cap size"  
[X Link](https://x.com/BubleQe/status/1975637199917097404) [@BubleQe](/creator/x/BubleQe) 2025-10-07T18:59Z 9242 followers, XXX engagements


"In #Terry we trust. $ARX.TO #Investing #LNG"  
[X Link](https://x.com/BubleQe/status/1970507416384233676) [@BubleQe](/creator/x/BubleQe) 2025-09-23T15:15Z 9239 followers, 3542 engagements


"$ARX.TO making the list. Kudos #TeamTerry Plenty plenty plenty to come in this space watch & see. #LNG #CanadianLNG #Montney #NEBC"  
[X Link](https://x.com/BubleQe/status/1934754250254635026) [@BubleQe](/creator/x/BubleQe) 2025-06-16T23:25Z 9239 followers, 7056 engagements


"$CNQ.TO $CNQ up XX% from the Q2 lows. Add in the 6%+ YoC Dividend looking at a 25-35% total return on shares accumulated in this period 🔥 Typically on pullbacks the hysteria is that the price will drop 'much' lower this is usually false for 'quality' & miss the opportunity"  
[X Link](https://x.com/BubleQe/status/1970878657280540953) [@BubleQe](/creator/x/BubleQe) 2025-09-24T15:51Z 9239 followers, 2923 engagements


"@trend_bullish Buying in the mid $30's (CAD) recently. was a gift. Now has returned XX% with the $CNQ dividend & buyers then have locked in a 6+% Dividend Yield on Cost with dividend increases upcoming + annually each year"  
[X Link](https://x.com/BubleQe/status/1976331647319724520) [@BubleQe](/creator/x/BubleQe) 2025-10-09T16:59Z 9239 followers, XXX engagements


"As expected Station X (Primary BC Nat Gas hub) is now starting to lift up as LNG Canada Phase X ramps. "All" Nat Gas volumes for LNG Canada will be sourced out of the BC #Montney. $ARX.TO supply .15Bcf/d into CGL (for $SHEL). The game is set to change with Phase X 🔥"  
[X Link](https://x.com/BubleQe/status/1967067239829696630) [@BubleQe](/creator/x/BubleQe) 2025-09-14T03:25Z 9238 followers, 2445 engagements


"Note: Four "BC" (West Coast) #LNG projects. "Connect the dots". $TOU.TO $TPZ.TO #NEBC #Montney"  
[X Link](https://x.com/BubleQe/status/1961097991760322791) [@BubleQe](/creator/x/BubleQe) 2025-08-28T16:06Z 9239 followers, 3402 engagements


"Clean & now 'green' - #NaturalGas $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"  
[X Link](https://x.com/BubleQe/status/1967297595099009086) [@BubleQe](/creator/x/BubleQe) 2025-09-14T18:41Z 9238 followers, 2780 engagements


"$TOU.TO now heading towards $60/sh. There were calls for the stock to go to $46/sh. Insiders ( + myself - private investor not an insider) accumulated quite a batch in the mid $50's. Things are starting to become even more fun :) #CanadianLNG #LNG #Phase2 $SHEL"  
[X Link](https://x.com/BubleQe/status/1966165992989679928) [@BubleQe](/creator/x/BubleQe) 2025-09-11T15:44Z 9239 followers, 4417 engagements


"Today's adds: ☑ $TOU.TO / @TourmalineOil #NEBC #Montney #CanadianLNG $SHEL"  
[X Link](https://x.com/BubleQe/status/1974164629418094819) [@BubleQe](/creator/x/BubleQe) 2025-10-03T17:28Z 9240 followers, 2912 engagements


"@freedomprocess The last AB Montney assets were more Oil vs. Condensate ( $NVA ). So i'm not sure that's the right fit for them. Condy is diluent good for internal supply so I think it will be $CNQ that acquires them given they've recently acquired $SCR's Pipestone (condy) assets next door"  
[X Link](https://x.com/BubleQe/status/1971379498278093047) [@BubleQe](/creator/x/BubleQe) 2025-09-26T01:01Z 9240 followers, XXX engagements


"Elected to harvest capital gains on XX% of my $CPX.TO position. Simply "Portfolio Mgmt" (Nothing wrong with the company theme or growth trajectory). In 2025 $CPX has run ( XX% +5.5% Yield) into a material overweight size (given opportunistic adds on pullbacks). #Investing"  
[X Link](https://x.com/BubleQe/status/1975995347727229204) [@BubleQe](/creator/x/BubleQe) 2025-10-08T18:42Z 9238 followers, 1384 engagements


"Have a read through this in the context of LNG & (West Coast) Canada Natural Gas exports. The future looks very bright indeed. #NEBC #Montney $TOU.TO $SHEL #CanadianLNG #NaturalGas #LNG"  
[X Link](https://x.com/BubleQe/status/1966524654962515975) [@BubleQe](/creator/x/BubleQe) 2025-09-12T15:29Z 9240 followers, 3364 engagements


"It's been a tough X months for Natural Gas producers but smooth sailing for IPP's that buy gas & convert it to power (wholesale). ☑ $CPX.TO / @CapitalPower quietly hitting YTD & All Time Highs (again) today. #Investing"  
[X Link](https://x.com/BubleQe/status/1979010489339240671) [@BubleQe](/creator/x/BubleQe) 2025-10-17T02:24Z 9242 followers, 1373 engagements


"$TD.TO (along with the batch of CAD Banks) has performed excellent in 2025. 🔥47% + X% Div = 53%. I fully exited $TD given where I believe both the stock had run & the segment had reached with respect to valuations. Moreover XXXX% $TD Yield (on new cost) not compelling now"  
[X Link](https://x.com/BubleQe/status/1975993141351346628) [@BubleQe](/creator/x/BubleQe) 2025-10-08T18:34Z 9240 followers, 3357 engagements


"I agree with this take @arcresources . there's little room for error in (CAD) O&G. Natural at times for a stock to pullback but shareholders should expect to see insider commitment & alignment. $ARX.TO Dividend Yield is thin & the buybacks are not meaningful"  
[X Link](https://x.com/BubleQe/status/1965873982546260361) [@BubleQe](/creator/x/BubleQe) 2025-09-10T20:24Z 9239 followers, 8209 engagements


"That .19c / $ARX.TO @arcresources #Dividend is pretty darn pathetic tbh. Presumably the NCIB is getting pinned to round out the 2025 RoC from the company. This is Attachie ramp year / FCF Harvest let's see how it concludes"  
[X Link](https://x.com/BubleQe/status/1967704392032981317) [@BubleQe](/creator/x/BubleQe) 2025-09-15T21:37Z 9242 followers, 2902 engagements


"@DStiver34 @inthemoneypod Firmly agree. $CNQ at some point will run to $60/CAD per share but a lot to play out in Oil prior to that happening. $TOU / NG / Power / LNG & plenty of deals to come"  
[X Link](https://x.com/BubleQe/status/1974907385153274176) [@BubleQe](/creator/x/BubleQe) 2025-10-05T18:39Z 9240 followers, XXX engagements


"@metzger_ri24956 Would you be so kind as to post your portfolio(s) Emphasis on 'plural'. i.e. $CVE & $SU are only two names in a very very large basket XX% of which is managed by wealth mgr/PM's :)"  
[X Link](https://x.com/BubleQe/status/1976363507877908535) [@BubleQe](/creator/x/BubleQe) 2025-10-09T19:05Z 9238 followers, XXX engagements


"$TRP / @TCEnergy 's QE ER Call. These NAM demand growth figures for #NaturalGas are staggering +45Bcf/d in XX yrs. Left table & map on the right illustrates $TRP.TO participation. TC have put $5.95BN of capital projects "in service" in 2025 alone = It's actually happening"  
[X Link](https://x.com/BubleQe/status/1950983709878001768) [@BubleQe](/creator/x/BubleQe) 2025-07-31T18:15Z 9238 followers, 1407 engagements


"If there was a US company to make a move for a Canadian Senior (like $ARX.TO) my bet it would be $EOG. #Consolidation #LNG"  
[X Link](https://x.com/BubleQe/status/1954998631993577879) [@BubleQe](/creator/x/BubleQe) 2025-08-11T20:09Z 9238 followers, 3411 engagements


"How things work ( Power / Natural Gas): $TOU.TO $CPX.TO $TPZ.TO"  
[X Link](https://x.com/BubleQe/status/1976022206795903321) [@BubleQe](/creator/x/BubleQe) 2025-10-08T20:29Z 9243 followers, 1959 engagements


"@PeteK66669 With the long lead for major greenfield crude oil projects (5-10 years) have to time what market/egress that new oil supply will be brought into. In 12-24 months WCS/WTI diffs will widen at Hardisty/AB given the lack of egress & no new major crude pipe expansions FID'd"  
[X Link](https://x.com/BubleQe/status/1977056010297917961) [@BubleQe](/creator/x/BubleQe) 2025-10-11T16:57Z 9236 followers, XXX engagements


"If $CVE are serious about acquiring $MEG.TO theyd monetize their Deep Basin asset (to $TOU.TO) & put all of the proceeds towards the acquisition. My view is that $MEG CL is a crucial & critical asset in the $CVE asset portfolio a logical fit. But theyll need more passion"  
[X Link](https://x.com/BubleQe/status/1969867718489960622) [@BubleQe](/creator/x/BubleQe) 2025-09-21T20:53Z 9239 followers, 6383 engagements


"@metzger_ri24956 @VanIsleInvestor @Merlice1 Recent $TOU.TO accumulation ACB $58/sh. precisely where my $CR.TO rolled into (on a near 2000% return tax deferred on my largest portfolio position). $CNQ benchmarking using "YTD" "1 year" charts works well for generalists. But rest assured those are not my ACB's"  
[X Link](https://x.com/BubleQe/status/1975608319625846896) [@BubleQe](/creator/x/BubleQe) 2025-10-07T17:05Z 9238 followers, XXX engagements


"Firmly believe $BP needs to merge w/ $SHEL consolidate and divest a number of non-core refining assets grow the retail stores with additional services (power/charging stations) & absolutely dominate the global #LNG market across all regions and primary markets. #Consolidation"  
[X Link](https://x.com/BubleQe/status/1976423472160264478) [@BubleQe](/creator/x/BubleQe) 2025-10-09T23:04Z 9239 followers, 2253 engagements


"Today's adds: ☑ $PPL.TO / @PembinaPipeline #Investing #EnergyInfrastructure #LNG #NaturalGas"  
[X Link](https://x.com/BubleQe/status/1953847035276267932) [@BubleQe](/creator/x/BubleQe) 2025-08-08T15:53Z 9239 followers, 6199 engagements


"$AC.TO / @AirCanada Support broke crash landing 📉 @AlexSS94736924 @AssetTraveller @ValueNotDeadYet @trend_bullish"  
[X Link](https://x.com/BubleQe/status/1887171197156360341) [@BubleQe](/creator/x/BubleQe) 2025-02-05T16:07Z 9238 followers, 2926 engagements


"As expected $ARX.TO pinning the NCIB & buying back nearly 5M shares in the last month alone. Flawless RoC - share buybacks (buying back in bulk opportunistically) that's the way"  
[X Link](https://x.com/BubleQe/status/1974386532346958257) [@BubleQe](/creator/x/BubleQe) 2025-10-04T08:10Z 9238 followers, 4128 engagements


"Keep a close eye on what $TOU.TO get up to. You'd be best served not to over utilize peer comparisons using classic investment metrics (often irrelevant) when bigger things are at play & bigger prizes to be had. "All part of a Masterplan" Noel Gallagher. #LNG"  
[X Link](https://x.com/BubleQe/status/1971663465384497485) [@BubleQe](/creator/x/BubleQe) 2025-09-26T19:49Z 9243 followers, 3448 engagements


"Thank you Mr. Market. $PPL.TO $CPX.TO"  
[X Link](https://x.com/BubleQe/status/1974179977945100300) [@BubleQe](/creator/x/BubleQe) 2025-10-03T18:29Z 9242 followers, 1803 engagements


"The $CNQ.TO dividends hit accounts today (Oct 3rd) congrats to all those who enjoy the many benefits that sustainable growing #Dividends provide. $CNQ (North America's highest quality producer) have raised their dividend now for XX years & no plans to slow down. #OilSands"  
[X Link](https://x.com/BubleQe/status/1974244627864539182) [@BubleQe](/creator/x/BubleQe) 2025-10-03T22:46Z 9238 followers, 6394 engagements


"Let's use the full company pro-forma (NEBC Growth Plan) using MC / not EV (for illustration rough figures): 850k boepd 2030 production. 400M S/O (round up 2030 figures). $40K pfb = $34BN = $85/sh $50K pfb = $42.5BN = $106/sh $60K pfb = $51BN = $128/sh $70K = $149/sh $TOU.TO"  
[X Link](https://x.com/BubleQe/status/1973166857772519795) [@BubleQe](/creator/x/BubleQe) 2025-09-30T23:23Z 9243 followers, 7148 engagements


"@geo_fed @garquake Its a total plus Id love to see a JV between $TOU.TO $CPX.TO maybe a Brookfield infra & $TPZ.TO in there somewhere with a Tech / AI Data Centre giant in Alberta"  
[X Link](https://x.com/BubleQe/status/1963814241057841624) [@BubleQe](/creator/x/BubleQe) 2025-09-05T03:59Z 9239 followers, 1034 engagements


"@RazorOil Nope only half. I'm one of the (very) few on here who is transparent with what I buy / sell & when be good if more people would practice this transparency also. See below 1/2:"  
[X Link](https://x.com/BubleQe/status/1976826842498973758) [@BubleQe](/creator/x/BubleQe) 2025-10-11T01:47Z 9238 followers, XXX engagements


"$MEG shareholders very clearly saying thanks but no thanks. Now over to $SCR for the next move"  
[X Link](https://x.com/BubleQe/status/1976046902170034489) [@BubleQe](/creator/x/BubleQe) 2025-10-08T22:07Z 9239 followers, 2233 engagements


"@inthemoneypod Here are a few: $CNQ (25 yrs base div growth). $TOU (7 yrs base div growth + Specials). $CPX - Div growth slowing to pursue growth. $TRP $ENB $PPL"  
[X Link](https://x.com/BubleQe/status/1974881806714597810) [@BubleQe](/creator/x/BubleQe) 2025-10-05T16:58Z 9239 followers, 1001 engagements


"Sometimes I feel those $TOU.TO $ARX.TO & $TPZ.TO slices might still be a little thin given where we are going in the BC #Montney ( LNG exports ). #Investing #NaturalGas #CanadianLNG"  
[X Link](https://x.com/BubleQe/status/1967766114970243130) [@BubleQe](/creator/x/BubleQe) 2025-09-16T01:42Z 9239 followers, 2768 engagements


"$ARX.TO / @arcresources quarterly #Dividend hit your account(s) today. The next one will presumably be an increase as per their annual pattern. But you're not buying @arcresources for the dividend that's for sure but offsets inflation. Being 'paid to wait' as they say #LNG"  
[X Link](https://x.com/BubleQe/status/1978602838550032762) [@BubleQe](/creator/x/BubleQe) 2025-10-15T23:24Z 9239 followers, 2518 engagements


"@trend_bullish @metzger_ri24956 @Merlice1 $SU & $CVE Lagging here in the bigger world out there. Doesn't pay to be myopic But $CNQ have something the majors don't the lowest break even onshore #Oil assets in North America with ultra long life reserves"  
[X Link](https://x.com/BubleQe/status/1975633734637658607) [@BubleQe](/creator/x/BubleQe) 2025-10-07T18:46Z 9240 followers, 1228 engagements


"Flawless return of capital. $ARX.TO pinning the NCIB on the share price pullback. Kudos #TeamTerry"  
[X Link](https://x.com/BubleQe/status/1974380606181290134) [@BubleQe](/creator/x/BubleQe) 2025-10-04T07:46Z 9239 followers, 2794 engagements


"Solid discussion. ☑Repurposing KXL ( "Alberta Express") - X Bcf/d #NatGas transmission to the USGC) makes a lot of sense. . "4 weeks" ;)"  
[X Link](https://x.com/BubleQe/status/1978126235243852179) [@BubleQe](/creator/x/BubleQe) 2025-10-14T15:50Z 9238 followers, 4769 engagements


"Fantastic strategy & tactics by Waterous/ $SCR.TO. See X & X below here's what happened: 1) Eliminated their #1 TSX competitor ( $MEG.TO). 2) $SCR.TO receive a generous (25+%) 'quick' return on their XX% $MEG ownership forcing $CVE to pay up #Consolidation $GFR.TO"  
[X Link](https://x.com/BubleQe/status/1976792681121714219) [@BubleQe](/creator/x/BubleQe) 2025-10-10T23:31Z 9237 followers, 9879 engagements


"Is $CNQ.TO set to acquire $ARX.TO .63 Bcf/d of LNG supply agreements/MoU's. Decarbonize via hydro powered BC Gas Infra. Contiguous acreage in both AB & BC. Condensate/diluent behemoth. All stock: $CNQ @ $XX $ARX.TO now at $XX. Tweet thread below:"  
[X Link](https://x.com/BubleQe/status/1970889966592115001) [@BubleQe](/creator/x/BubleQe) 2025-09-24T16:36Z 9240 followers, 11.2K engagements


"@SanityNow4 @TransAlta $CPX but i'm not a buyer of either at these prices given valuations & the dividend yield (on new cost) is too low now I place a high value on a solid (growing) base dividend yield"  
[X Link](https://x.com/BubleQe/status/1979276613855645870) [@BubleQe](/creator/x/BubleQe) 2025-10-17T20:01Z 9238 followers, XX engagements


"Nice batch of names"  
[X Link](https://x.com/BubleQe/status/1978129572953514158) [@BubleQe](/creator/x/BubleQe) 2025-10-14T16:03Z 9239 followers, 1986 engagements


"@plutusofcrete89 + $ARX.TO & $TPZ.TO Need as much Gas weighted NEBC Montney as you get can on the public market Buckle up"  
[X Link](https://x.com/BubleQe/status/1930659026083389729) [@BubleQe](/creator/x/BubleQe) 2025-06-05T16:12Z 9238 followers, XXX engagements


"@metzger_ri24956 No I don't think so Rick. I think my time with you is concluding. You're really not offering very much in terms of ideas thoughts or even fun / banter it's mostly just 'how great Rick is' & then you once in a while post that you also own most of the TSX. sneaky"  
[X Link](https://x.com/BubleQe/status/1976362993341591755) [@BubleQe](/creator/x/BubleQe) 2025-10-09T19:03Z 9239 followers, XXX engagements


"That was probably the low point for $PPL.TO / @PembinaPipeline & time to lock in the highest Dividend yield on cost. #EnergyInfrastructure"  
[X Link](https://x.com/BubleQe/status/1957981294673162281) [@BubleQe](/creator/x/BubleQe) 2025-08-20T01:41Z 9240 followers, 2224 engagements


"Here is your side by side on $TOU.TO deep basin asset vs $PEY.TO as a full company. $TOUs deep basin alone is 2.5x the size of the entirety of $PEY as a company. What happened to $PEY big sunny Or their Montney development plans they communicated Debt $1.4BN happened. 🪦"  
[X Link](https://x.com/BubleQe/status/1959337080565428339) [@BubleQe](/creator/x/BubleQe) 2025-08-23T19:28Z 9239 followers, 5404 engagements


"$CNQ.TO have the highest quality EP Oil assets onshore North America. You'll see why in the not too distant future. The coming years I strongly believe will bode very well for $CNQ set up to dominate having consolidated (again) counter cyclically. #OilSands"  
[X Link](https://x.com/BubleQe/status/1971395234765644088) [@BubleQe](/creator/x/BubleQe) 2025-09-26T02:03Z 9235 followers, 5714 engagements


"It's 2026: ☑LNG Canada X has been FID'd. ☑Ksi Lisims LNG has been FID'd. An incremental 4Bcf/d will be demanded for West Coast #LNG export from the BC Montney. $TOU.TO / @TourmalineOil is BC's largest Gas producer 2Bc/fd) & the X yr growth plan is 'only' 1Bcf/d dry gas"  
[X Link](https://x.com/BubleQe/status/1967071718150955321) [@BubleQe](/creator/x/BubleQe) 2025-09-14T03:43Z 9240 followers, 13.2K engagements


"🔥 $ARX.TO / @arcresources inaugural USGC #LNG exports commence in Q1 2026 - CC Stage X Train X. This gas will receive JKM pricing on .15Bcf/d supply. Other $ARX LNG agreements: ☑ $ARX currently supply Shell .15Bcf/d (LNGC 1). ➡2028 (Cedar LNG). ➡2029 (Sabine Pass/USGC)"  
[X Link](https://x.com/BubleQe/status/1975740286300225588) [@BubleQe](/creator/x/BubleQe) 2025-10-08T01:49Z 9239 followers, 2702 engagements


"In the South Montney Sunrise is $ARX.TO's 'most profitable asset'. The 'full cycle' (Capital investment in Plants/infra) break evens are among the lowest in North America for dry gas assets. Half cycle selling into #LNG / (JKM) this asset prints money"  
[X Link](https://x.com/BubleQe/status/1967067722954789361) [@BubleQe](/creator/x/BubleQe) 2025-09-14T03:27Z 9238 followers, 1907 engagements


"$ARX.TO I'll continue to maintain buying in the $23's/$24's was a gift. My ACB on shares accumulated was just under $24/sh & now +11% since the pullback. The company loaded up the NCIB / buybacks during this period also excellent Return of Capital opportunity. #Investing"  
[X Link](https://x.com/BubleQe/status/1975624382098907621) [@BubleQe](/creator/x/BubleQe) 2025-10-07T18:08Z 9238 followers, 4302 engagements


"Today's adds: $TOU.TO / @TourmalineOil (Dividend proceeds + fresh monies). Note there are currently 'only 3' publicly traded Canadian Gas EP's that can physically move their #NaturalGas production to the BC West Coast aligned with #LNG supply: $TOU.TO $ARX.TO & $CNQ.TO"  
[X Link](https://x.com/BubleQe/status/1958210690507997266) [@BubleQe](/creator/x/BubleQe) 2025-08-20T16:53Z 9239 followers, 3900 engagements


"I'm asked fairly often: "What's the next $CR.TO " "What's the next $CPX.TO " "What's the next $SCR.TO " No doubt in my mind in the coming yrs will be @TourmalineOil / $TOU.TO & hence largest position & adding in the $50's low $60's. Watch & see #CanadianLNG play out"  
[X Link](https://x.com/BubleQe/status/1973415519421342093) [@BubleQe](/creator/x/BubleQe) 2025-10-01T15:51Z 9239 followers, 3185 engagements


"You will see increasing appetite in Alberta re: Data Centres powered by #NaturalGas. Be positioned accordingly. $TOU.TO $CPX.TO $PPL.TO"  
[X Link](https://x.com/BubleQe/status/1974179362451964066) [@BubleQe](/creator/x/BubleQe) 2025-10-03T18:26Z 9242 followers, 2269 engagements


"@StephenKalil It's not the transaction I'd like to see for $ARX.TO I think it's well suited in 2-3 parts: $TOU.TO - NEBC South Montney. $CNQ.TO - AB Kakwa/Karr (and Attachie). $COP - NEBC Attachie $ARX.TO & $WCP.TO is getting onto a merger of equals"  
[X Link](https://x.com/BubleQe/status/1965808271018860941) [@BubleQe](/creator/x/BubleQe) 2025-09-10T16:03Z 9239 followers, XXX engagements


"Within X years given development portfolios of both $ARX.TO (Attachie) & $WCP.TO combined entity would be: ☑Investment Grade. 🔥 1MM boed producer. 🔥Largest publicly traded #LNG supply gas (and marketing) in Canada. With $VRN.TO / $WCP.TO merger $ARX & $WCP are now peers"  
[X Link](https://x.com/BubleQe/status/1965807232471453821) [@BubleQe](/creator/x/BubleQe) 2025-09-10T15:59Z 9238 followers, 1446 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"  
[X Link](https://x.com/BubleQe/status/1942336152310268173) [@BubleQe](/creator/x/BubleQe) 2025-07-07T21:33Z 9239 followers, XXX engagements


"@trend_bullish @ErnestWongBWM + $X AECO. $CNQ is Canada's second largest gas producer. They supply their own gas required for Oil Sands internally & market the rest. Costs rise as gas prices rise when input gas is bought on market for power/steam generation $CNQ avoid all this"  
[X Link](https://x.com/BubleQe/status/1978593723383681468) [@BubleQe](/creator/x/BubleQe) 2025-10-15T22:47Z 9238 followers, XXX engagements


"$TOU.TO has a nice 9+% X month lead over other Canadian Gas weights such as $PEY.TO. $ARX.TO down XXXX% in the last month my recent accumulation shares are up 8%. $TOU $CNQ & $ARX have inked #LNGSupply agreements. $PEY is much too small & not Investment Grade for LNG"  
[X Link](https://x.com/BubleQe/status/1970604164276461663) [@BubleQe](/creator/x/BubleQe) 2025-09-23T21:40Z 9239 followers, 3292 engagements


"@metzger_ri24956 @VanIsleInvestor @Merlice1 I post my Energy portfolio quite regularly. pick & choose which names you wish to benchmark & with the weights accordingly. Have fun with that your focus on $SU vs. $CNQ is between you & you only. If you wanted an integrated $IMO your $SU. I don't invest in Integrateds"  
[X Link](https://x.com/BubleQe/status/1975397391990972419) [@BubleQe](/creator/x/BubleQe) 2025-10-07T03:06Z 9235 followers, XXX engagements


"@littledatalarry Good point. I meant this but didn't specify. It all comes down to shareholders. $MEG.TO board (with low insider ownership) could be perceived as putting their own interests first. Currying up to $CVE as they know they'll be eliminated in the Waterous led $SCR board"  
[X Link](https://x.com/BubleQe/status/1975970023849197748) [@BubleQe](/creator/x/BubleQe) 2025-10-08T17:02Z 9239 followers, XXX engagements


"@garquake Yep the below is now materializing. $META $PPL.TO ( $PBA ) & Kineticor"  
[X Link](https://x.com/BubleQe/status/1974227611816468507) [@BubleQe](/creator/x/BubleQe) 2025-10-03T21:38Z 9240 followers, XXX engagements


"@DarrenJMoots I already have been took an overweight position size when it dropped below $XX. even $XX. $PPL.TO"  
[X Link](https://x.com/BubleQe/status/1958255282032922853) [@BubleQe](/creator/x/BubleQe) 2025-08-20T19:50Z 9239 followers, 1376 engagements


"@JamesJstuartb Who can grow Both $BIR & $PEY are top X gas producers neither has grown production organically in X years. Lots of drilling but mostly to offset declines. Both their growth came from acquisition repsol & encana not really adding new material volumes. =Zero sum"  
[X Link](https://x.com/BubleQe/status/1957987579695091978) [@BubleQe](/creator/x/BubleQe) 2025-08-20T02:06Z 9237 followers, 2499 engagements


"See below for some simple figures albeit with many nuances (most skewed toward the positive given a multitude of prospects/optionality for $TOU.TO ):"  
[X Link](https://x.com/BubleQe/status/1973415854026187062) [@BubleQe](/creator/x/BubleQe) 2025-10-01T15:52Z 9239 followers, 1230 engagements


"@BrockWarkentin @TELUS No thanks. 1/2 ) I prefer the direct equities vs. funds (with mgmt fees). But they can work quite well for most. 2/2) I need 'eligible' dividends as 80+% of my investments are non tax sheltered - distributions / ineligible divs are treated differently to eligible in Canada"  
[X Link](https://x.com/BubleQe/status/1975998129054023760) [@BubleQe](/creator/x/BubleQe) 2025-10-08T18:54Z 9239 followers, XXX engagements


"@StephenKalil @AssetTraveller 'tis the missing tool in the toolbox. The USGC agreement is excellent but commences late in the decade. $ARX.TO have a number of LNG agreements that will initiate YoY through 2030"  
[X Link](https://x.com/BubleQe/status/1970893444051763344) [@BubleQe](/creator/x/BubleQe) 2025-09-24T16:49Z 9238 followers, XXX engagements


"Couple of nice top picks from Greg Newman: $TOU.TO / @TourmalineOil $KEY.TO / @KeyeraCorp"  
[X Link](https://x.com/BubleQe/status/1971284470759293387) [@BubleQe](/creator/x/BubleQe) 2025-09-25T18:43Z 9239 followers, XXX engagements


"@JamesJstuartb @TELUS I've held in the past along with a few other REIT's . will revisit here very shortly. As aforementioned I harvested capital gains recently in many Midstream/Infra + $SCR.TO + $TD.TO that have performed excellent through 2025 ( averaged nearly 35-40%). Starting to deploy now"  
[X Link](https://x.com/BubleQe/status/1975993970053488811) [@BubleQe](/creator/x/BubleQe) 2025-10-08T18:37Z 9238 followers, XXX engagements


"$CNQ's Oil Sands assets have the lowest SOR's (Steam to Oil Ratio) in the Oil Sands ;)"  
[X Link](https://x.com/BubleQe/status/1978589937751707717) [@BubleQe](/creator/x/BubleQe) 2025-10-15T22:32Z 9238 followers, 1487 engagements


"$TOU.TO in 2030 $PEY.TO in 2030"  
[X Link](https://x.com/BubleQe/status/1971316547508633717) [@BubleQe](/creator/x/BubleQe) 2025-09-25T20:51Z 9242 followers, 5378 engagements


"@Kevin_AGraham @EnergyInvest0r @AssetTraveller @mythmakrr I recently sold a big chunk of my $KEY.TO in a round of profit taking. @Kevin_AGraham in a way $TOU.TO multiple is becoming like a value midstream with tier X gas inventory to fill new / vast plants. Add in a $TPZ.TO weight to collect any WIs on the plants & royalties"  
[X Link](https://x.com/BubleQe/status/1959043836766036041) [@BubleQe](/creator/x/BubleQe) 2025-08-23T00:03Z 9239 followers, XXX engagements


"Today's adds: ☑ $TOU.TO ☑ $ARX.TO #Investing"  
[X Link](https://x.com/BubleQe/status/1973149195327643812) [@BubleQe](/creator/x/BubleQe) 2025-09-30T22:13Z 9239 followers, 3346 engagements


"Yes. As aforementioned (and shared most of my accumulation posts) + an oversized position. $PPL.TO was a resounding 'buy'. #Investing #EnergyInfrastructure"  
[X Link](https://x.com/BubleQe/status/1974178508013514955) [@BubleQe](/creator/x/BubleQe) 2025-10-03T18:23Z 9240 followers, 1785 engagements


"@JohnHuber72 There is none it's akin to a mining operation. Use AISC (all in sustaining costs). The bitumen is strip mined transported (via truck) to crushers+processed upgraded then transported to refineries. in the case of $CNQ AOSP this happens all within a X hour geography"  
[X Link](https://x.com/BubleQe/status/1978590858632200483) [@BubleQe](/creator/x/BubleQe) 2025-10-15T22:36Z 9238 followers, XXX engagements


"$CNQ $CNQ.TO up 9+% in the last month & even more from the low. If you add the X% #Dividend Yield on cost equates to a 14-15% total return for those who accumulated at those prices. #OilSands #Investing"  
[X Link](https://x.com/BubleQe/status/1968713076699513133) [@BubleQe](/creator/x/BubleQe) 2025-09-18T16:25Z 9235 followers, 5141 engagements


".and $TOU.TO set to raise another $201M in cash as they monetize 8M $TPZ.TO shares. This is now $272M (given the recenty NEBC royalty). Link to PR: Continue to watch this space - (NEBC Montney / West Coast LNG)"  
[X Link](https://x.com/BubleQe/status/1976025424271757741) [@BubleQe](/creator/x/BubleQe) 2025-10-08T20:42Z 9240 followers, 5277 engagements


"I maintain $ARX.TO in the $23's & $XX will be a gift. Already 8+% on the ACB for this batch of adds. #LNG #CanadianLNG #Consolidation"  
[X Link](https://x.com/BubleQe/status/1970507208959107098) [@BubleQe](/creator/x/BubleQe) 2025-09-23T15:15Z 9239 followers, 6814 engagements


"In 2030 I may peel off some $TOU.TO shares to design a room like this. #Investing #LNG $SHEL"  
[X Link](https://x.com/BubleQe/status/1975741845750882524) [@BubleQe](/creator/x/BubleQe) 2025-10-08T01:55Z 9242 followers, 4596 engagements


"So basically $MEG.TO rejected $CVE's "Best & Final Offer". ❌ Now $CVE's "Best & Final offer" has been improved. ☑ Back to the well & over to $SCR.TO to respond. The saga continues in Canadian Energy :) #Consolidation"  
[X Link](https://x.com/BubleQe/status/1975961045148762455) [@BubleQe](/creator/x/BubleQe) 2025-10-08T16:26Z 9239 followers, 3204 engagements


"Today's adds: ☑ $ARX.TO / @arcresources #CanadianLNG #LNG"  
[X Link](https://x.com/BubleQe/status/1965813896557842920) [@BubleQe](/creator/x/BubleQe) 2025-09-10T16:25Z 9239 followers, 6628 engagements


"$TD.TO $TD has been excellent. Have exited in full: XX% return including dividends. I feel CAD banks here are more than fairly valued. Thank you"  
[X Link](https://x.com/BubleQe/status/1974167276422397979) [@BubleQe](/creator/x/BubleQe) 2025-10-03T17:38Z 9239 followers, 6703 engagements


"@PeteK66669 'buy' vs 'build' offers a material risk reduction advantage 'immediate production' vs. waiting 5-10 years fraught with risk & 'zero sum' - not adding new production into a to be 'full' pipeline system for export. $CNQ / AOSP set up is prime: Mine Upgrade Refine all intra-AB"  
[X Link](https://x.com/BubleQe/status/1977056495352397932) [@BubleQe](/creator/x/BubleQe) 2025-10-11T16:59Z 9237 followers, XXX engagements


"Today's adds (2/x): $PPL.TO / @PembinaPipeline Locked in a XXX% #Dividend Yield on Cost on these shares. #EnergyInfrastructure #LNG #NaturalGas"  
[X Link](https://x.com/BubleQe/status/1954967511646306750) [@BubleQe](/creator/x/BubleQe) 2025-08-11T18:05Z 9242 followers, 5796 engagements


"Big fan of Eric does a good job creating awareness for the energy sector. But respectfully disagree that the returns are to be made 'in the wait'/'compound via buybacks'. Flaw in that argument = Most companies are 'NOT' meaningfully buying back stock"  
[X Link](https://x.com/BubleQe/status/1924953304397963385) [@BubleQe](/creator/x/BubleQe) 2025-05-20T22:20Z 9242 followers, 9226 engagements


"@BOEReport I think $BIR need to do something bigger. Production has been flat for a decade 78kboepd. Buy assets from $KEL.TO or see if Mike/ $TOU.TO would part with the Peace River assets (Pouce Coupe). No outlook nor plan to do much for shareholders nor has in 10+ yrs"  
[X Link](https://x.com/BubleQe/status/1955769520439877872) [@BubleQe](/creator/x/BubleQe) 2025-08-13T23:12Z 9239 followers, XXX engagements


"@grok @BarbaraPhi4677 @KevinPriceQ1 Fluff. Both are already investment Grade. $WCP.TO is in Rockies #LNG consortium. $ARX.TO has .6Bcf/d of current LNG Supply agreements Combined production is also higher"  
[X Link](https://x.com/BubleQe/status/1965872418318332381) [@BubleQe](/creator/x/BubleQe) 2025-09-10T20:18Z 9238 followers, XXX engagements


"@JamesJstuartb @TourmalineOil Yep very much like the company. For me need to have 'material' NEBC / Montney exposure and capability to materially supply gas to the West Coast for LNG. Only $TOU.TO $ARX.TO & $CNQ.TO (and $OVV) have this capability presently"  
[X Link](https://x.com/BubleQe/status/1973416131777143229) [@BubleQe](/creator/x/BubleQe) 2025-10-01T15:54Z 9238 followers, XXX engagements


"@JamesJstuartb @TourmalineOil I prefer $ARX.TO even for those reasons. Condensate trades at a premium to EDM Light Oil in Canada & materially higher than WCS benchmark. $ARX is the largest condensate producer in Canada"  
[X Link](https://x.com/BubleQe/status/1973416833119297827) [@BubleQe](/creator/x/BubleQe) 2025-10-01T15:56Z 9239 followers, XXX engagements


"Now that $WCP.TO / $VRN has concluded a next logical merger is as follows: $ARX.TO + $WCP.TO ☑Liquids rich #Montney behomoth ☑800kboepd production ☑Consolidate Kakwa/Karr AB Montney ☑800 mmf/d #LNG agreements ☑Near "net zero" Senior Inv. Grade producer #Consolidation"  
[X Link](https://x.com/BubleQe/status/1965806464393756939) [@BubleQe](/creator/x/BubleQe) 2025-09-10T15:55Z 9238 followers, 12.7K engagements


"As expected $SLF.TO recovered nicely after the big ER sell off. Return now with one dividend paid out (.88c/sh) from the sell off (used $78/sh) = 12%. If the stock stays flat here looking at a XX% total return on shares purchased. #Investing"  
[X Link](https://x.com/BubleQe/status/1976055097185665138) [@BubleQe](/creator/x/BubleQe) 2025-10-08T22:40Z 9242 followers, 2539 engagements


"Today's adds: ☑ $T.TO / @TELUS Locked in a XXXX% #Dividend Yield on Cost. Plenty of commercial opportunities in Western Canada / AI/Data Centre build outs. #Investing"  
[X Link](https://x.com/BubleQe/status/1975986688561381887) [@BubleQe](/creator/x/BubleQe) 2025-10-08T18:08Z 9238 followers, 6129 engagements


"$PPL.TO now up 7+% in the last month. Sub $50/sh was a gift. #Investing"  
[X Link](https://x.com/BubleQe/status/1970870902666731696) [@BubleQe](/creator/x/BubleQe) 2025-09-24T15:20Z 9242 followers, 5175 engagements


"@JamieHeard5 Nice breakout Jamie (Plant/LNG vs. Upstream). Let's use those figures on proforma ( $TOU.TO) EP production & using the Upstream part of the deal as a comp. 850000 boepd x $87500 pfb = $74.38BN. 400M S/O. =$186/sh. TLDR BC Montney producers = Cheap"  
[X Link](https://x.com/BubleQe/status/1974230828415922626) [@BubleQe](/creator/x/BubleQe) 2025-10-03T21:51Z 9239 followers, 2773 engagements


"$TPZ.TO $TOU.TO assembling the jigsaw pieces. Watch this space. "The Oak Tree sleeps in the acorn". #Investing"  
[X Link](https://x.com/BubleQe/status/1973147632676811110) [@BubleQe](/creator/x/BubleQe) 2025-09-30T22:07Z 9242 followers, 5360 engagements


"$TOU.TO in the mid $50s was a gift. Stock is now up XX% since plus the base +special dividends. My ACB on shares accumulated on the ER / growth plan sell off $57/sh which is a bit lower than my $CR.TO conversions. Thank you. 🙏🏻 #LNG $SHEL"  
[X Link](https://x.com/BubleQe/status/1971319674853110100) [@BubleQe](/creator/x/BubleQe) 2025-09-25T21:03Z 9242 followers, 3055 engagements


"See below @trevor_rose_ interview with Mike Rose 🔥 $TOU.TO / @TourmalineOil"  
[X Link](https://x.com/BubleQe/status/1976306151357809148) [@BubleQe](/creator/x/BubleQe) 2025-10-09T15:17Z 9242 followers, 6428 engagements


".and expectations were met. Terry adding 10000 $ARX.TO shares today. Kudos Terry. #CanadianLNG #LNG"  
[X Link](https://x.com/BubleQe/status/1965936138788696206) [@BubleQe](/creator/x/BubleQe) 2025-09-11T00:31Z 9239 followers, 4301 engagements


"LNG is the new Oil make no mistake about that. As expected LNG is getting further getting intertwined into global politics with the US exerting global dominance in the global trade"  
[X Link](https://x.com/BubleQe/status/1979007521974026531) [@BubleQe](/creator/x/BubleQe) 2025-10-17T02:12Z 9243 followers, 1293 engagements


"$ARX.TO Septimus & you can see on the map both Septimus & Tower. $CNQ / CNRL are to the right on the map & have a core Septimus asset. This is an exceptionally high Dry Gas asset $CR.TO's declines got down to XX% in only a few years of low drilling there = FCF harvest"  
[X Link](https://x.com/BubleQe/status/1967055832228745278) [@BubleQe](/creator/x/BubleQe) 2025-09-14T02:40Z 9240 followers, 1078 engagements


"LNG Canada (Phase 2) - given 2026 FID will ramp 2030-2032. Tilbury LNG (Fortis) is missing on this chart 2028-2029 albeit smaller Phase X expansion: 2.5Mpta (330Mcf/d) #LNG #NaturalGas"  
[X Link](https://x.com/BubleQe/status/1978869239357542409) [@BubleQe](/creator/x/BubleQe) 2025-10-16T17:02Z 9243 followers, 4028 engagements


"@ridgereaper8U2 Little bit of both. was a TC Spin out & I added some more on the pullback. it ran up quite nicely & felt: a) The yield is a bit rich for their DCF (Distributable). b) Other opportunities - EP's ( $TOU $ARX) + $PPL etc"  
[X Link](https://x.com/BubleQe/status/1967684491671138728) [@BubleQe](/creator/x/BubleQe) 2025-09-15T20:18Z 9239 followers, XXX engagements


"$PPL.TO now up XX% since the accumulation period ACB. Sometimes the market offers us gifts accept them. #Investing"  
[X Link](https://x.com/BubleQe/status/1974180129116238263) [@BubleQe](/creator/x/BubleQe) 2025-10-03T18:29Z 9242 followers, 2036 engagements


"You will start to see this connection more tightly in the coming quarters/year/years. "Power is to #NaturalGas what Gasoline is to #Oil". Integrated Value chain with both gas & power marketing / risk mgmt not too dissimilar. Watch this space. $CPX.TO $TOU.TO $TPZ.TO"  
[X Link](https://x.com/BubleQe/status/1976021877513757037) [@BubleQe](/creator/x/BubleQe) 2025-10-08T20:28Z 9240 followers, 2048 engagements


"Full $ARX.TO / @arcresources insider buys this week. Notes: ☑ $ARX supply .15 Bcf/d of gas into LNG Canada Phase X (agreement with Shell). ☑ $ARX Cheniere agreement (USGC) JKM commences in 3-6 months. ➡LNG Canada Phase X is a 'when' not a 'if'. #TeamTerry #CanadianLNG"  
[X Link](https://x.com/BubleQe/status/1966663799714308557) [@BubleQe](/creator/x/BubleQe) 2025-09-13T00:42Z 9239 followers, 2330 engagements


"We're only getting started. #CanadianLNG #TeamMike $TOU.TO $SHEL"  
[X Link](https://x.com/BubleQe/status/1966263789399265631) [@BubleQe](/creator/x/BubleQe) 2025-09-11T22:13Z 9239 followers, 4237 engagements


"I've decided to continue to free up more capital ready for new opportunities as presented. Have taken profit on XX% of both $ENB.TO & $TRP.TO the yields have materially come down/share price up. "Portfolio Mgmt". Both core the rest will compound indefinitely. #Investing"  
[X Link](https://x.com/BubleQe/status/1958247783569449091) [@BubleQe](/creator/x/BubleQe) 2025-08-20T19:20Z 9239 followers, 8350 engagements


"I'm a huge #TeamMike proponent $TOU.TO are becoming world class. But here is an example of what can change in one move by $CNQ.TO / $CNQ. Note this is Natural Gas only add in: -Largest #Montney producer. -Largest Condensate producer. -Fully vertically integrated (gas/C5)"  
[X Link](https://x.com/BubleQe/status/1700333802286194959) [@BubleQe](/creator/x/BubleQe) 2023-09-09T02:22Z 9240 followers, 76.5K engagements


"$T.TO / @TELUS Source: @BNNBloomberg"  
[X Link](https://x.com/BubleQe/status/1864409726043431140) [@BubleQe](/creator/x/BubleQe) 2024-12-04T20:41Z 9238 followers, 7274 engagements


"Will extend the graph out now a bit in the 'appreciate' phase. Always darkest before dawn. but it's the time to be opportunistic stoic contra the herd vs. fearful / panic. Do your research extensive homework. $PPL.TO #Investing #Power #EnergyInfrastructure #NaturalGas"  
[X Link](https://x.com/BubleQe/status/1974219887259066596) [@BubleQe](/creator/x/BubleQe) 2025-10-03T21:07Z 9243 followers, 2482 engagements


"$PEY.TO hovering around the XXX% payout ratio (91%). Low capex (declining production & growth since Jan 2025). A hefty $1.25BN on the balance sheet to pay down too. Will need higher AECO prices or the base dividend may get cut again like it did several times in the past. ❌"  
[X Link](https://x.com/BubleQe/status/1960141744894361990) [@BubleQe](/creator/x/BubleQe) 2025-08-26T00:46Z 9236 followers, 5559 engagements


"@tommacinnis Shareholder returns not what what was returned on the $MEG.TO purchased shares. $MEG shareholders should also be thankful stock was sub $XX when $SCR announced the bid & started the year $24/sh. Nice returns for all involved. Be well"  
[X Link](https://x.com/BubleQe/status/1976809387407835572) [@BubleQe](/creator/x/BubleQe) 2025-10-11T00:37Z 9239 followers, 1032 engagements


"Have also started my accumulation in $T.TO today. See below from the brilliant @AssetTraveller 👇"  
[X Link](https://x.com/BubleQe/status/1976014415398043924) [@BubleQe](/creator/x/BubleQe) 2025-10-08T19:58Z 9239 followers, 3065 engagements


"$TOU.TO now up XX% since recent lows. The show is just beginning. ☑Phase X LNG Canada. ☑Ksi Lisims LNG. All supplied out of the BC Montney where $TOU is by far Canada's largest producer by a country mile. #TeamMike #CanadianLNG #LNG"  
[X Link](https://x.com/BubleQe/status/1967993828595601777) [@BubleQe](/creator/x/BubleQe) 2025-09-16T16:47Z 9239 followers, 5604 engagements


"@VanIsleInvestor ❌Pacific Canbriam will supply Woodfibre LNG (that's all). ❌ $CNQ acquired Storm. ❌Shell have neither the production nor inventory for Phase X (LNGC). ❌Roughly Same for PetroChina (Shell Groundbirch JV). It comes down to: $TOU.TO $ARX.TO $CNQ.TO $OVV/Mitsubishi & Petronas"  
[X Link](https://x.com/BubleQe/status/1967781554790568093) [@BubleQe](/creator/x/BubleQe) 2025-09-16T02:44Z 9239 followers, 1182 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"  
[X Link](https://x.com/BubleQe/status/1943169752651669769) [@BubleQe](/creator/x/BubleQe) 2025-07-10T04:45Z 9238 followers, 1635 engagements


"The closest $PEY.TO get to having X more years of 'Tier X Natural Gas inventory' is when they set up their booth near the $TOU.TO & $ARX.TO booths at the Josef Schachter "Catch the Energy" Conference. #NaturalGas #LNG"  
[X Link](https://x.com/BubleQe/status/1960399368089166151) [@BubleQe](/creator/x/BubleQe) 2025-08-26T17:50Z 9238 followers, 9760 engagements


"The $TOU.TO / $TPZ.TO 'system' on display again today with Topaz finalizing that coveted royalty on that prime BC Montney acreage today. #Consolidation"  
[X Link](https://x.com/BubleQe/status/1973168906958524510) [@BubleQe](/creator/x/BubleQe) 2025-09-30T23:31Z 9239 followers, 2418 engagements


"@VanIsleInvestor $COP's NEBC Montney is primarily a liquids/condensate Asset. (Inga/Bernadet) akin to $ARX.TO Attachie. Older Map (much consolidation since). - $TOU.TO & $CNQ.TO. $KEL Oak production / infra is very small & missed the window to develop it. (elected to develop Wembley)"  
[X Link](https://x.com/BubleQe/status/1967782176768020886) [@BubleQe](/creator/x/BubleQe) 2025-09-16T02:46Z 9238 followers, XXX engagements


"Has been more consolidation in this greater Groundbirch region since Aug 2024. However I've highlighted the $TOU.TO pipeline that runs from the future $TOU Groundbirch deep cut plant through Shell's acreage to TC Meter station. This is ground zero for LNG Canada supply gas"  
[X Link](https://x.com/BubleQe/status/1971250578111201417) [@BubleQe](/creator/x/BubleQe) 2025-09-25T16:28Z 9242 followers, 3219 engagements


"$CPX.TO / @CapitalPower share price now starting to match the business moves (incredibly accretive US Gas Power Plant acquisitions) & new contracts. Add the #Dividend & looking at a XX% total return in the last X months - X year. Core hold for me add on dips. #Investing"  
[X Link](https://x.com/BubleQe/status/1973410983688487073) [@BubleQe](/creator/x/BubleQe) 2025-10-01T15:33Z 9238 followers, 5209 engagements


"$CPX.TO is officially a 'double' now in my portfolio with some very generous dividends along the way. The NG/Power/AI Data Centre theme is real folks. Be positioned accordingly. Thank you Mr. Market"  
[X Link](https://x.com/BubleQe/status/1974182894995415096) [@BubleQe](/creator/x/BubleQe) 2025-10-03T18:40Z 9239 followers, 2828 engagements


"@CardyTruster @TELUS $BMO I bought on a major pullback accumulated then held & eventually took profit as the yield thinned out. The stock continued to run though I exited too early but did make for a nice (low risk / high reward) gain. "Low Risk" is key. @AssetTraveller"  
[X Link](https://x.com/BubleQe/status/1976015536434929710) [@BubleQe](/creator/x/BubleQe) 2025-10-08T20:03Z 9239 followers, XXX engagements


"@BrockWarkentin here's a good opportunity to ask why many Canadian companies elect to sit on the sidelines while the nationals/majors will pickpocket $6-12 Mcf/d in (Nat Gas) profit margins out of Canada. They took on the risk now they reap the returns"  
[X Link](https://x.com/BubleQe/status/1978529624393920820) [@BubleQe](/creator/x/BubleQe) 2025-10-15T18:33Z 9243 followers, 1042 engagements


"Some more context on $CNQ's Oil Sands / Mining Ops"  
[X Link](https://x.com/BubleQe/status/1978589540358254774) [@BubleQe](/creator/x/BubleQe) 2025-10-15T22:31Z 9239 followers, 1793 engagements


"AECO Spot Gas prices are mere pennies Alberta "pure play Deep Basin" Nat Gas $PEY.TO is starting to reflect this reality:"  
[X Link](https://x.com/BubleQe/status/1967685147417063580) [@BubleQe](/creator/x/BubleQe) 2025-09-15T20:21Z 9239 followers, 4869 engagements


"From $ARX.TO's Operations Update. As expected Attachie start up / ramp up issued resolved & hitting prolific figures for Condensate yield at this asset. Note the guidance around Attachie Phase X FID (paired with the 2026 Capital Budget in November 1-2 months). World class"  
[X Link](https://x.com/BubleQe/status/1971785831657754724) [@BubleQe](/creator/x/BubleQe) 2025-09-27T03:55Z 9238 followers, 4537 engagements


"Good monthly performance from $TOU.TO $PPL.TO & $TPZ.TO & $CNQ. Market is now rewarding (right type of) growth. High quality names have all consolidated counter cyclically. $PEY.TO continues to lag given low/no growth/hemmed with light inventory at a single play (Deep Basin)"  
[X Link](https://x.com/BubleQe/status/1971391331621797950) [@BubleQe](/creator/x/BubleQe) 2025-09-26T01:48Z 9242 followers, 2181 engagements


"@cml199002 @TCEnergy $SOBO but pivoting to a gas pipe the project would / could be sold to @TCEnergy to develop & arrange the agreements"  
[X Link](https://x.com/BubleQe/status/1976031890844086427) [@BubleQe](/creator/x/BubleQe) 2025-10-08T21:08Z 9238 followers, XX engagements


"Today's adds: ☑ $TOU.TO / @TourmalineOil Will continue to accumulate +/- $60/sh. Investment time horizon = 5+ years (2031-2032). #LNG #NaturalGas #Power #CanadianLNG"  
[X Link](https://x.com/BubleQe/status/1976684981775970659) [@BubleQe](/creator/x/BubleQe) 2025-10-10T16:23Z 9242 followers, 2802 engagements


"Congrats to those who appreciate #Dividends. Some nice payouts in the accounts today accessible after the weekend. ☑ $TOU.TO $TPZ.TO $PPL.TO"  
[X Link](https://x.com/BubleQe/status/1971967093777293769) [@BubleQe](/creator/x/BubleQe) 2025-09-27T15:56Z 9243 followers, 3448 engagements


"@VanIsleInvestor $ARX selloff was a gift unfounded hysteria can be a good friend. The $CNQ well however is the most impressive in my mind give that its DEC 2024 on production & even with declines its massive. Could see some nice results here soon with $TOU Monias (former Crew)"  
[X Link](https://x.com/BubleQe/status/1972065901202772305) [@BubleQe](/creator/x/BubleQe) 2025-09-27T22:28Z 9239 followers, 1112 engagements


"David Szybunka (Canoe) on @BNNBloomberg: ➡Tourmaline $TOU.TO ➡Topaz Energy (Royalty) $TPZ.TO ➡Prairie Sky Royalty $PSK.TO"  
[X Link](https://x.com/BubleQe/status/1914690567864557852) [@BubleQe](/creator/x/BubleQe) 2025-04-22T14:39Z 9239 followers, 1903 engagements


"@VanIsleInvestor @Josh_Young_1 Oil is pressed. Im more in the Sankey camp but not quite as extreme. Think $XX USD bbl is a fair price here in the near term. Many folks are perma bulls but select equities still generate great cash flows at $XX which is around $XX adjusted for a few years inflation"  
[X Link](https://x.com/BubleQe/status/1976693197381460365) [@BubleQe](/creator/x/BubleQe) 2025-10-10T16:55Z 9237 followers, XXX engagements


"re: Cedar LNG expansion. Will be a 3.75Mta export project requiring .5Bcf/d of supply gas. $ARX.TO have an MoU to supply .2Bcf/d of the project which was originally half. Let's see whom will supply the remaining .3Bcf/d.💡 $PPL.TO"  
[X Link](https://x.com/BubleQe/status/1970713843832893749) [@BubleQe](/creator/x/BubleQe) 2025-09-24T04:56Z 9238 followers, 2374 engagements


"His economy has gone from stalled to tanking. Carney is fast becoming Trudeau XXX. Lots of talk but no investment here in Canada. Even Stellantis fleeing Canada & heading to Trumps USA Get it together @MarkJCarney stat"  
[X Link](https://x.com/BubleQe/status/1979397217791414658) [@BubleQe](/creator/x/BubleQe) 2025-10-18T04:00Z 9243 followers, 1906 engagements


"Buying $CNQ.TO on pullbacks (in my view) has consistently been an effective way to lock in both the highest/growing Dividend Yield on Cost + cement unrealized capital gains. Accumulating $CNQ on pullbacks offered a now 32+% return including divs on shares purchased. #Investing"  
[X Link](https://x.com/BubleQe/status/1976341309528121526) [@BubleQe](/creator/x/BubleQe) 2025-10-09T17:37Z 9238 followers, 3482 engagements


"The XX XX & XX month AECO strip is now $3/gj. Expect to see the XX month AECO strip lift in the coming weeks+Nov 2025- Mar 2027 average $3.50-$4/Mcf. Given LNG demand draws may be prudent to balance hedging %'s (35%) to maximize marketing. $TOU.TO $TPZ.TO $ARX.TO $CNQ.TO"  
[X Link](https://x.com/BubleQe/status/1976429997901611463) [@BubleQe](/creator/x/BubleQe) 2025-10-09T23:30Z 9238 followers, 2713 engagements


"2025+ Energy Portfolio given milestone reviews & some opportunities. Notable changes given valuations & theme alignment: 🔼Increased: $TOU.TO $ARX.TO $PPL.TO 🔽Decreased: $SCR.TO $ENB.TO $TRP.TO Exited: $GEI.TO $SOBO.TO $MXG.TO #CanadianLNG #LNG #NaturalGas #Dividends"  
[X Link](https://x.com/BubleQe/status/1966540239415222385) [@BubleQe](/creator/x/BubleQe) 2025-09-12T16:31Z 9242 followers, 20.9K engagements


"The 2nd point below has materialized $TOU.TO sold a royalty on the Groundbirch acreage. I do expect $TPZ to take a WI in both the acquired $SCR Groundbirch plant and the new $TOU deep cut (big) plant(s) when it shakes out. Next up . LNG supply agreements. #Phase2 $SHEL"  
[X Link](https://x.com/BubleQe/status/1960168276824309768) [@BubleQe](/creator/x/BubleQe) 2025-08-26T02:31Z 9239 followers, 2236 engagements


"WHY ARE CANADIAN PRODUCERS NOT IN THE LNG CANADA JOINT VENTURE That's the tweet. #Phase2 #CanadianLNG #Montney"  
[X Link](https://x.com/BubleQe/status/1978524762767753448) [@BubleQe](/creator/x/BubleQe) 2025-10-15T18:13Z 9238 followers, 3767 engagements


"For Oilers (equities) - $CNQ $SU $WCP.TO $SCR.TO etc it's a very simple formula. -Collect the dividends -Accumulate on big pullbacks -Wait patiently & let time do the work For non div payers - watch Capital allocation closely ( RoC / Buybacks CapEx) 🦅 #Investing #OilSands"  
[X Link](https://x.com/BubleQe/status/1963992953262579952) [@BubleQe](/creator/x/BubleQe) 2025-09-05T15:49Z 9240 followers, 5083 engagements


"From Mike on @inthemoneypod episode released today illustration below is on par with discussion. ☑Growing base dividend 4-5% (relative to the share price). ☑Increased discretion given higher reward for capital allocation (Gas Growth given demand). $TOU.TO / @TourmalineOil"  
[X Link](https://x.com/BubleQe/status/1978178609975001221) [@BubleQe](/creator/x/BubleQe) 2025-10-14T19:18Z 9243 followers, 5913 engagements


"Kudos $PPL.TO / @PembinaPipeline 👏👏 I've taken an overweight position in $PPL recently (5.6% YoC) in an already a core portfolio name. Figures are nominal certainty is now in place. Overhang = now removed. #EnergyInfrastructure #LNG #NaturalGas"  
[X Link](https://x.com/BubleQe/status/1948536693638004789) [@BubleQe](/creator/x/BubleQe) 2025-07-25T00:12Z 9239 followers, 4141 engagements


"@VanIsleInvestor @TourmalineOil I don't have any exposure to LNG Terminals (other than $ENB.TO $PPL.TO). Producers I believe is where the biggest gains will be found in the years to come. That said $LNG / @Cheniere would be a fit in my portfolio exceptionally high quality "set / forget ""  
[X Link](https://x.com/BubleQe/status/1967783898244669502) [@BubleQe](/creator/x/BubleQe) 2025-09-16T02:53Z 9244 followers, XXX engagements


"@garquake $CNQ.TO was a no brainer buy in the $30's. mid $30's was a gift. Up nearly XX% with the dividend on shares accumulated then. No need to get cute & go down cap I think here in Energy"  
[X Link](https://x.com/BubleQe/status/1970895671957102799) [@BubleQe](/creator/x/BubleQe) 2025-09-24T16:58Z 9240 followers, XXX engagements


"$TOU.TO with X additional acquisitions in the last X yrs: ☑Crew ☑Saguero ☑Todd ☑Strathcona $COP & $ARX's Inga/Attachie assets are primarily condensate assets (not dry gas). "Dry" gas is required for West Coast LNG export. The NEBC #Montney is nearly fully consolidated"  
[X Link](https://x.com/BubleQe/status/1974172108713537861) [@BubleQe](/creator/x/BubleQe) 2025-10-03T17:58Z 9242 followers, 6231 engagements


"Will be quite obvious in hindsight IMO (like $TOU.TO accumulation in the mid $50's not so long ago). $ARX.TO in the $23's / $XX I feel was a gift. Good to see a nice round of insider buys who also agreed same with $TOU on the pullback. #LNG #CanadianLNG #Montney"  
[X Link](https://x.com/BubleQe/status/1968710739910086969) [@BubleQe](/creator/x/BubleQe) 2025-09-18T16:16Z 9239 followers, 6438 engagements