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[@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 9284 followers, 1446 engagements
"@Zecco9999 @TourmalineOil There's plenty of NGL processing / transport (Rail) for NGL's off the West Coast. $PPL.TO / Redwater in Alberta for example $TOU $COP & $ARX have agreements in place for (propane) NGL's"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1871338065849200698) 2024-12-23 23:32:17 UTC 9275 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 9287 followers, 1412 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 9283 followers, 3085 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 9275 followers, 5157 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 9283 followers, 2639 engagements
"@AskCoachKev Good thread. will add in " Must do a de-load week periodically". every 4-6 weeks optimally. train 2x per day hard with X rest days per week & plateau/fatigue wall every X weeks or so. Fatigue / plateau is a factor when you're training (very) hard mind/body needs rest"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948549704213823922) 2025-07-25 01:03:46 UTC 9283 followers, XX 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 9279 followers, 42.2K engagements
"Trigon green lights their BC LPG export facility. Watch this space will see lots of NGL exports off the West Coast in British Columbia. Supplied from the #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932826199849672858) 2025-06-11 15:44:10 UTC 9297 followers, 2669 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 9283 followers, 3870 engagements
"Ignore the Twitter/X Energy "Experts" & Finance gurus who focus on Valuations & 'brownfield' projects. The market wants to see $CVE acquire $MEG.TO. Even if it means paying up. It adds 110k bbls/d of production their "highly profitable" Christina Lake "Upstream" production"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1892966411338936364) 2025-02-21 15:55:36 UTC 9293 followers, 17.7K 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 9294 followers, 4641 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 9290 followers, 3500 engagements
"#Energy portfolio heading into 2025+ ➡Increased $SCR.TO / Strathcona Resources ➡Added $MXG.TO / Maxim Power Corp ➡ $TOU.TO / @TourmalineOil largest portfolio hold Happy Holidays Merry Christmas & genuine very best to all for 2025 #NaturalGas #LNG #Power #Electrification"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1871289890660655269) 2024-12-23 20:20:51 UTC 9290 followers, 59.4K 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 9288 followers, 2590 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 9287 followers, 9288 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 & $TOU.TO have 'systematically' consolidated the area in the past few years ✅"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945229419083342025) 2025-07-15 21:10:08 UTC 9287 followers, 1359 engagements
"$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 9285 followers, 1967 engagements
"Some impacted shippers to which the deal applies (that provided names): $TOU.TO $CNQ.TO $TPZ.TO $ARX.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948541004371689738) 2025-07-25 00:29:12 UTC 9290 followers, 1245 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 9287 followers, XXX engagements
"Producers promise "100% FCF" to shareholders which can be misleading. In simple terms FCF is cash flow left after CapEX. $MEG's growth plans = Higher CapEx/Lower FCF. = "less FCF to shareholders" during growth (higher CapEx) . ➡No opinion either way just sharing 'facts'"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1924182346527572426) 2025-05-18 19:16:35 UTC 9290 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 9284 followers, 1648 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 9290 followers, 2383 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 9284 followers, 10.1K engagements
"'tis just the beginning for #TeamWaterous / Strathcona Resources. Up XX% in the last month including #Dividends. $SCR #Montney assets all moving to their rightful owners 💰 ✔NEBC Groundbirch - $TOU.TO ✔Kakwa - $ARX.TO ✔Grand Prairie - $CNQ.TO #Investing #OilSands"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1929585053882843601) 2025-06-02 17:05:01 UTC 9289 followers, 1859 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 9285 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 9285 followers, 4251 engagements
"People 'irrationally' tend to think in M&A via stock it's the end of the road vs. a point in time. In the next X yrs: Do you believe $TOU.TO will remain at $58/sh ( $CR.TO price) Do you believe $SCR.TO (Integrated $MEG) will remain at $30/sh "No""
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923780362444079455) 2025-05-17 16:39:15 UTC 9289 followers, 1844 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, 2001 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 9267 followers, 1753 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 9285 followers, 1843 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 9279 followers, 1288 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 9289 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 9287 followers, 2777 engagements
"Can't wait. getting close now. $TOU.TO @TourmalineOil #NEBC #Montney #CanadianLNG #LNG"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938004490021638580) 2025-06-25 22:40:51 UTC 9287 followers, 1775 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 $TOU.TO is Canada's largest NGL producer with Propane production of 40K"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932299972978114754) 2025-06-10 04:53:08 UTC 9294 followers, 1772 engagements
"$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 9288 followers, 3890 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 9289 followers, 5739 engagements
"@CdnDIYInvesting You need to look closely this is not how it works. Hedging is layered into opportunistically & % you will see is much lower as the years go out. See 2026 for $TOU.TO. XX% which will increase to XX% on higher overall production volumes. XX months out for $ARX = "0" hedged"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936989255261467122) 2025-06-23 03:26:40 UTC 9289 followers, XXX 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 9288 followers, 2527 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 9287 followers, 2571 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 9275 followers, 5997 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 9288 followers, XXX engagements
"Today's adds: ✔ $PPL.TO / @PembinaPipeline #EnergyInfrastructure #LNG #NaturalGas"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1920850234692735176) 2025-05-09 14:35:58 UTC 9284 followers, 2376 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 9287 followers, 2696 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 & $ARX.TO hold XX% of NAM Tier X Gas Inventory - #Montney"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1921073681926619175) 2025-05-10 05:23:52 UTC 9289 followers, 4196 engagements
"$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 9297 followers, 6614 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 9283 followers, 4221 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 9290 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 9289 followers, 1462 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 9288 followers, 2002 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 9288 followers, 3998 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 9289 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 9283 followers, XXX 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 9290 followers, 1888 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 9275 followers, XXX engagements
"Agree . the asset & workers will go to $SCR.TO and the mgmt/board overhead associated costs will be trimmed to the benefit of shareholders. #Consolidation #OilSands"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935058504496329031) 2025-06-17 19:34:33 UTC 9290 followers, 3860 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 9290 followers, 3873 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 9287 followers, 2252 engagements
"It will be interesting to see how it all shakes out with the $SCR.TO / $MEG Takeover commentary this week. No formal offer proposed at the time of writing but $SCR.TO have accumulated XX% of $MEG shares 'under $20/sh' a good piece of business by $SCR"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1924182944299798869) 2025-05-18 19:18:58 UTC 9290 followers, 1926 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 9288 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 9284 followers, 3162 engagements
"@chaz30510248 @MPelletierCIO No they are not"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948201250073542808) 2025-07-24 01:59:08 UTC 9288 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 9289 followers, 2585 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 9290 followers, 3574 engagements
"This clip was taking from the 2024 @JosefSchachter 'catch the energy' conference a SMID cap company representative bumping around near the $CNQ.TO & $TOU.TO booths:"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1888306765269483732) 2025-02-08 19:19:50 UTC 9289 followers, 2321 engagements
"$SCR.TO if $CVE makes an offer. $SCR if $CVE doesn't make an offer. Either way Adam Waterous / Strathcona wins. $SCR owns XX% of $MEG.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948960232170008986) 2025-07-26 04:15:03 UTC 9290 followers, 2020 engagements
"@leasecocre None. $SCR Shareholder & Ive posted many times Ive added unlike most. The higher $SCR goes the greater the use of equity for future growth deals"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944916091366748384) 2025-07-15 00:25:05 UTC 9287 followers, XXX engagements
"$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 9288 followers, 10.6K engagements
"@Blair_j_kennedy If $COP Canada was a standalone company on the TSX (not nested in the mother ship) it would be a core hold for me. Absolute quality throughout"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946351068549681165) 2025-07-18 23:27:10 UTC 9287 followers, XXX engagements
"$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 9279 followers, 3081 engagements
"Getting closer. $CNR.TO Things sounds like a crazy idea. until they happen. $CNR Dividend YoC now XXX% #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1899490433476202635) 2025-03-11 15:59:44 UTC 9289 followers, 2448 engagements
"This is how adding shares on the pullback in Natural Gas equities feels like. on a lookback will appear like theft of something delicious #LNG"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948424868979970309) 2025-07-24 16:47:43 UTC 9284 followers, 1655 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 9290 followers, 2253 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 $ATH or other small cap heavy oil co's (many didn't) so torque expected"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944216662125031463) 2025-07-13 02:05:48 UTC 9294 followers, XXX engagements
"$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 9287 followers, 4341 engagements
"The X year chart on $PPL.TO $PBA / @PembinaPipeline. A work of art. FID for Pembina's LNG project Cedar #LNG is to be taken this month. #EnergyInfrastructure for #NaturalGas #LNG & West coast #LPG exports continues to be a fantastic place to put capital to work. #CanadianLNG"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1800187836148437210) 2024-06-10 15:26:40 UTC 9275 followers, 3579 engagements
"$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 9285 followers, 2959 engagements
"Received this as a gift from Alberta friends who are investing in #LNG. Didnt think much of it until I got home & read the packaging it must have been intentional ☕ Clever. The future for Natural Gas looks exceptional. 👏 $PEY.TO @Kevin_AGraham"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936567345272742391) 2025-06-21 23:30:09 UTC 9289 followers, 3110 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 9283 followers, 7749 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 9287 followers, 1275 engagements
"👏 $CNQ $TOU.TO $ARX.TO $TPZ.TO $SCR.TO $WCP.TO $PPL.TO $TRP.TO $ENB.TO $KEY.TO $CPX.TO $MXG.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902377563609313484) 2025-03-19 15:12:10 UTC 9275 followers, 2182 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 $TOU position size"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945221590758637902) 2025-07-15 20:39:02 UTC 9287 followers, 1489 engagements
"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943169752651669769) 2025-07-10 04:45:46 UTC 9279 followers, 1405 engagements
"$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 9289 followers, 4792 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 9293 followers, 4625 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 9293 followers, XXX 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 9289 followers, 7492 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 9294 followers, 6654 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 9289 followers, 7304 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 9282 followers, 1711 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 9289 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 9288 followers, 2841 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 9279 followers, 4922 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 9275 followers, 1191 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 9289 followers, 3432 engagements
"This is a nice slide from $ENB.TO highlighting their projects in Canadian Natural Gas. Add NatGas/LNG infra projects from $TRP.TO + $PPL.TO + $KEY.TO + $ALA.TO & it tells quite a constructive story with respect to demand (and supply) of Nat Gas. $TOU.TO $ARX.TO $TPZ.TO $CNQ"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923131969832927279) 2025-05-15 21:42:46 UTC 9275 followers, 2772 engagements
"An excellent graph from @Cheniere illustrating the (US) #LNG Ramp 2025 to 2029. Simple figures roughly XX Bcf/d of incremental NatGas demand. Note this doesn't include Canada nor Mexico LNG which combined add several additional Bcf/d. #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1927872234569232849) 2025-05-28 23:38:53 UTC 9289 followers, 18.1K 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 9285 followers, 3561 engagements
"Today's adds: ✅ $PPL.TO / @PembinaPipeline #Investing #Dividends #EnergyInfrastructure #LNG"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948780538564935847) 2025-07-25 16:21:01 UTC 9290 followers, 2223 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 9283 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 9289 followers, 2698 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 9285 followers, XXX engagements
"@gr8expect8ions @PembinaPipeline There is no rush at all. nice dividend well covered. set/forget"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948793720171799017) 2025-07-25 17:13:24 UTC 9290 followers, XX 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 9275 followers, 1821 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 9293 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 9289 followers, 7894 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 9289 followers, XXX engagements
"@mpotkins 2/2 This is part of a full $CVE (strategic opinion) thread. $SCR.TO $MEG.TO $CVE.TO"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948169974570430496) 2025-07-23 23:54:51 UTC 9283 followers, XXX engagements
"$CNR.TO / $CNR has now round tripped back to 2020 levels. Seeing tweets where it's down 'YTD' & it's a buy. but if we're heading into a recession there is a XXX% chance that rails will prosper. Yield even today is a pathetic 2.2%. ✔4 years of stale money. #Investing"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1859130938984169833) 2024-11-20 07:05:31 UTC 9285 followers, 10.4K engagements
"$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 9290 followers, 1406 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 9294 followers, 5421 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 9287 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 9285 followers, 3078 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 9289 followers, 3065 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 9290 followers, 1650 engagements
"Super Crew ( $SCR.TO ) now firmly on track to repeat $CR.TO prolific returns performance. That said $TOU.TO is and will continue to be my largest energy holding. Invest in & with winners. 🏆"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943815212332986743) 2025-07-11 23:30:35 UTC 9261 followers, 3801 engagements
"$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 9289 followers, 2381 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 9261 followers, 4292 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"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948536693638004789) 2025-07-25 00:12:04 UTC 9290 followers, 3739 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 9289 followers, 3139 engagements
"This is $HHRS shareholders after market close party tonight. #Montney #Investing $CPG"
 [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1721736957070631415) 2023-11-07 03:50:53 UTC 9293 followers, 4363 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 9287 followers, 2787 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 9284 followers, 1446 engagements
"@Zecco9999 @TourmalineOil There's plenty of NGL processing / transport (Rail) for NGL's off the West Coast. $PPL.TO / Redwater in Alberta for example $TOU $COP & $ARX have agreements in place for (propane) NGL's" @BubleQe on X 2024-12-23 23:32:17 UTC 9275 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 9287 followers, 1412 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 9283 followers, 3085 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 9275 followers, 5157 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 9283 followers, 2639 engagements
"@AskCoachKev Good thread. will add in " Must do a de-load week periodically". every 4-6 weeks optimally. train 2x per day hard with X rest days per week & plateau/fatigue wall every X weeks or so. Fatigue / plateau is a factor when you're training (very) hard mind/body needs rest" @BubleQe on X 2025-07-25 01:03:46 UTC 9283 followers, XX 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 9279 followers, 42.2K engagements
"Trigon green lights their BC LPG export facility. Watch this space will see lots of NGL exports off the West Coast in British Columbia. Supplied from the #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO" @BubleQe on X 2025-06-11 15:44:10 UTC 9297 followers, 2669 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 9283 followers, 3870 engagements
"Ignore the Twitter/X Energy "Experts" & Finance gurus who focus on Valuations & 'brownfield' projects. The market wants to see $CVE acquire $MEG.TO. Even if it means paying up. It adds 110k bbls/d of production their "highly profitable" Christina Lake "Upstream" production" @BubleQe on X 2025-02-21 15:55:36 UTC 9293 followers, 17.7K 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 9294 followers, 4641 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 9290 followers, 3500 engagements
"#Energy portfolio heading into 2025+ ➡Increased $SCR.TO / Strathcona Resources ➡Added $MXG.TO / Maxim Power Corp ➡ $TOU.TO / @TourmalineOil largest portfolio hold Happy Holidays Merry Christmas & genuine very best to all for 2025 #NaturalGas #LNG #Power #Electrification" @BubleQe on X 2024-12-23 20:20:51 UTC 9290 followers, 59.4K 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 9288 followers, 2590 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 9287 followers, 9288 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 & $TOU.TO have 'systematically' consolidated the area in the past few years ✅" @BubleQe on X 2025-07-15 21:10:08 UTC 9287 followers, 1359 engagements
"$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 9285 followers, 1967 engagements
"Some impacted shippers to which the deal applies (that provided names): $TOU.TO $CNQ.TO $TPZ.TO $ARX.TO" @BubleQe on X 2025-07-25 00:29:12 UTC 9290 followers, 1245 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 9287 followers, XXX engagements
"Producers promise "100% FCF" to shareholders which can be misleading. In simple terms FCF is cash flow left after CapEX. $MEG's growth plans = Higher CapEx/Lower FCF. = "less FCF to shareholders" during growth (higher CapEx) . ➡No opinion either way just sharing 'facts'" @BubleQe on X 2025-05-18 19:16:35 UTC 9290 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 9284 followers, 1648 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 9290 followers, 2383 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 9284 followers, 10.1K engagements
"'tis just the beginning for #TeamWaterous / Strathcona Resources. Up XX% in the last month including #Dividends. $SCR #Montney assets all moving to their rightful owners 💰 ✔NEBC Groundbirch - $TOU.TO ✔Kakwa - $ARX.TO ✔Grand Prairie - $CNQ.TO #Investing #OilSands" @BubleQe on X 2025-06-02 17:05:01 UTC 9289 followers, 1859 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 9285 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 9285 followers, 4251 engagements
"People 'irrationally' tend to think in M&A via stock it's the end of the road vs. a point in time. In the next X yrs: Do you believe $TOU.TO will remain at $58/sh ( $CR.TO price) Do you believe $SCR.TO (Integrated $MEG) will remain at $30/sh "No"" @BubleQe on X 2025-05-17 16:39:15 UTC 9289 followers, 1844 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, 2001 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 9267 followers, 1753 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 9285 followers, 1843 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 9279 followers, 1288 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 9289 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 9287 followers, 2777 engagements
"Can't wait. getting close now. $TOU.TO @TourmalineOil #NEBC #Montney #CanadianLNG #LNG" @BubleQe on X 2025-06-25 22:40:51 UTC 9287 followers, 1775 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 $TOU.TO is Canada's largest NGL producer with Propane production of 40K" @BubleQe on X 2025-06-10 04:53:08 UTC 9294 followers, 1772 engagements
"$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 9288 followers, 3890 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 9289 followers, 5739 engagements
"@CdnDIYInvesting You need to look closely this is not how it works. Hedging is layered into opportunistically & % you will see is much lower as the years go out. See 2026 for $TOU.TO. XX% which will increase to XX% on higher overall production volumes. XX months out for $ARX = "0" hedged" @BubleQe on X 2025-06-23 03:26:40 UTC 9289 followers, XXX 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 9288 followers, 2527 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 9287 followers, 2571 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 9275 followers, 5997 engagements
"@Gary79699215 Like $CNQ for Oil & $TOU for Nat Gas" @BubleQe on X 2025-07-23 23:17:44 UTC 9288 followers, XXX engagements
"Today's adds: ✔ $PPL.TO / @PembinaPipeline #EnergyInfrastructure #LNG #NaturalGas" @BubleQe on X 2025-05-09 14:35:58 UTC 9284 followers, 2376 engagements
"Today's adds: ☑ $TOU.TO / @TourmalineOil #LNG #NaturalGas #CanadianLNG #NEBC #Montney" @BubleQe on X 2025-07-11 18:06:48 UTC 9287 followers, 2696 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 & $ARX.TO hold XX% of NAM Tier X Gas Inventory - #Montney" @BubleQe on X 2025-05-10 05:23:52 UTC 9289 followers, 4196 engagements
"$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 9297 followers, 6614 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 9283 followers, 4221 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 9290 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 9289 followers, 1462 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 9288 followers, 2002 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 9288 followers, 3998 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 9289 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 9283 followers, XXX 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 9290 followers, 1888 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 9275 followers, XXX engagements
"Agree . the asset & workers will go to $SCR.TO and the mgmt/board overhead associated costs will be trimmed to the benefit of shareholders. #Consolidation #OilSands" @BubleQe on X 2025-06-17 19:34:33 UTC 9290 followers, 3860 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 9290 followers, 3873 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 9287 followers, 2252 engagements
"It will be interesting to see how it all shakes out with the $SCR.TO / $MEG Takeover commentary this week. No formal offer proposed at the time of writing but $SCR.TO have accumulated XX% of $MEG shares 'under $20/sh' a good piece of business by $SCR" @BubleQe on X 2025-05-18 19:18:58 UTC 9290 followers, 1926 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 9288 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 9284 followers, 3162 engagements
"@chaz30510248 @MPelletierCIO No they are not" @BubleQe on X 2025-07-24 01:59:08 UTC 9288 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 9289 followers, 2585 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 9290 followers, 3574 engagements
"This clip was taking from the 2024 @JosefSchachter 'catch the energy' conference a SMID cap company representative bumping around near the $CNQ.TO & $TOU.TO booths:" @BubleQe on X 2025-02-08 19:19:50 UTC 9289 followers, 2321 engagements
"$SCR.TO if $CVE makes an offer. $SCR if $CVE doesn't make an offer. Either way Adam Waterous / Strathcona wins. $SCR owns XX% of $MEG.TO" @BubleQe on X 2025-07-26 04:15:03 UTC 9290 followers, 2020 engagements
"@leasecocre None. $SCR Shareholder & Ive posted many times Ive added unlike most. The higher $SCR goes the greater the use of equity for future growth deals" @BubleQe on X 2025-07-15 00:25:05 UTC 9287 followers, XXX engagements
"$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 9288 followers, 10.6K engagements
"@Blair_j_kennedy If $COP Canada was a standalone company on the TSX (not nested in the mother ship) it would be a core hold for me. Absolute quality throughout" @BubleQe on X 2025-07-18 23:27:10 UTC 9287 followers, XXX engagements
"$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 9279 followers, 3081 engagements
"Getting closer. $CNR.TO Things sounds like a crazy idea. until they happen. $CNR Dividend YoC now XXX% #Investing" @BubleQe on X 2025-03-11 15:59:44 UTC 9289 followers, 2448 engagements
"This is how adding shares on the pullback in Natural Gas equities feels like. on a lookback will appear like theft of something delicious #LNG" @BubleQe on X 2025-07-24 16:47:43 UTC 9284 followers, 1655 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 9290 followers, 2253 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 $ATH or other small cap heavy oil co's (many didn't) so torque expected" @BubleQe on X 2025-07-13 02:05:48 UTC 9294 followers, XXX engagements
"$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 9287 followers, 4341 engagements
"The X year chart on $PPL.TO $PBA / @PembinaPipeline. A work of art. FID for Pembina's LNG project Cedar #LNG is to be taken this month. #EnergyInfrastructure for #NaturalGas #LNG & West coast #LPG exports continues to be a fantastic place to put capital to work. #CanadianLNG" @BubleQe on X 2024-06-10 15:26:40 UTC 9275 followers, 3579 engagements
"$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 9285 followers, 2959 engagements
"Received this as a gift from Alberta friends who are investing in #LNG. Didnt think much of it until I got home & read the packaging it must have been intentional ☕ Clever. The future for Natural Gas looks exceptional. 👏 $PEY.TO @Kevin_AGraham" @BubleQe on X 2025-06-21 23:30:09 UTC 9289 followers, 3110 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 9283 followers, 7749 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 9287 followers, 1275 engagements
"👏 $CNQ $TOU.TO $ARX.TO $TPZ.TO $SCR.TO $WCP.TO $PPL.TO $TRP.TO $ENB.TO $KEY.TO $CPX.TO $MXG.TO" @BubleQe on X 2025-03-19 15:12:10 UTC 9275 followers, 2182 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 $TOU position size" @BubleQe on X 2025-07-15 20:39:02 UTC 9287 followers, 1489 engagements
"$ARX.TO / @arcresources Dividend payment next week. Not a very high dividend but they add up. and $ARX has been very consistent at reducing share count from 730M down to 585M in the past few years. X year chart below up XX% & w/ Dividend about a XX% total return" @BubleQe on X 2025-07-10 04:45:46 UTC 9279 followers, 1405 engagements
"$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 9289 followers, 4792 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 9293 followers, 4625 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 9293 followers, XXX 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 9289 followers, 7492 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 9294 followers, 6654 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 9289 followers, 7304 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 9282 followers, 1711 engagements
"re: REEF (West Coast Canada LPG/NGL exports): $ALA.TO" @BubleQe on X 2025-07-23 17:07:00 UTC 9289 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 9288 followers, 2841 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 9279 followers, 4922 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 9275 followers, 1191 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 9289 followers, 3432 engagements
"This is a nice slide from $ENB.TO highlighting their projects in Canadian Natural Gas. Add NatGas/LNG infra projects from $TRP.TO + $PPL.TO + $KEY.TO + $ALA.TO & it tells quite a constructive story with respect to demand (and supply) of Nat Gas. $TOU.TO $ARX.TO $TPZ.TO $CNQ" @BubleQe on X 2025-05-15 21:42:46 UTC 9275 followers, 2772 engagements
"An excellent graph from @Cheniere illustrating the (US) #LNG Ramp 2025 to 2029. Simple figures roughly XX Bcf/d of incremental NatGas demand. Note this doesn't include Canada nor Mexico LNG which combined add several additional Bcf/d. #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO" @BubleQe on X 2025-05-28 23:38:53 UTC 9289 followers, 18.1K 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 9285 followers, 3561 engagements
"Today's adds: ✅ $PPL.TO / @PembinaPipeline #Investing #Dividends #EnergyInfrastructure #LNG" @BubleQe on X 2025-07-25 16:21:01 UTC 9290 followers, 2223 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 9283 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 9289 followers, 2698 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 9285 followers, XXX engagements
"@gr8expect8ions @PembinaPipeline There is no rush at all. nice dividend well covered. set/forget" @BubleQe on X 2025-07-25 17:13:24 UTC 9290 followers, XX 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 9275 followers, 1821 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 9293 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 9289 followers, 7894 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 9289 followers, XXX engagements
"@mpotkins 2/2 This is part of a full $CVE (strategic opinion) thread. $SCR.TO $MEG.TO $CVE.TO" @BubleQe on X 2025-07-23 23:54:51 UTC 9283 followers, XXX engagements
"$CNR.TO / $CNR has now round tripped back to 2020 levels. Seeing tweets where it's down 'YTD' & it's a buy. but if we're heading into a recession there is a XXX% chance that rails will prosper. Yield even today is a pathetic 2.2%. ✔4 years of stale money. #Investing" @BubleQe on X 2024-11-20 07:05:31 UTC 9285 followers, 10.4K engagements
"$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 9290 followers, 1406 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 9294 followers, 5421 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 9287 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 9285 followers, 3078 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 9289 followers, 3065 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 9290 followers, 1650 engagements
"Super Crew ( $SCR.TO ) now firmly on track to repeat $CR.TO prolific returns performance. That said $TOU.TO is and will continue to be my largest energy holding. Invest in & with winners. 🏆" @BubleQe on X 2025-07-11 23:30:35 UTC 9261 followers, 3801 engagements
"$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 9289 followers, 2381 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 9261 followers, 4292 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" @BubleQe on X 2025-07-25 00:12:04 UTC 9290 followers, 3739 engagements
"Today's adds: $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas #Montney #NEBC" @BubleQe on X 2025-07-03 16:01:19 UTC 9289 followers, 3139 engagements
"This is $HHRS shareholders after market close party tonight. #Montney #Investing $CPG" @BubleQe on X 2023-11-07 03:50:53 UTC 9293 followers, 4363 engagements
"Today's adds: 🟩 $ARX.TO / @arcresources 🟩 $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas" @BubleQe on X 2025-07-15 16:37:48 UTC 9287 followers, 2787 engagements