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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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1907644197840236767) 2025-04-03 03:59:53 UTC 9274 followers, 1442 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945228291805262099) 2025-07-15 21:05:40 UTC 9270 followers, 1409 engagements


"Reminder to those who celebrate various companies pay their quarterly #dividends tomorrow 🫂$TOU.TO #TeamMIke 🫂$TPZ.TO also #TeamMike 🫂$KEY.TO "Lean & Mean" #TeamDean 🫂$PPL.TO #TeamScott #Investing #EnergyInfrastructure #PassiveIncome #DivTwit #Quality #Energy #DivX"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1773186364223205678) 2024-03-28 03:12:28 UTC 9270 followers, 6089 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879393929017332185) 2025-01-15 05:03:24 UTC 9264 followers, 3082 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1869618814197043587) 2024-12-19 05:40:35 UTC 9290 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946351068549681165) 2025-07-18 23:27:10 UTC 9280 followers, XXX engagements


"Nearly 1Bcf/d of supply gas would be required for this project. If its not obvious the runway for #NaturalGas is incredible. 🔥 $TOU.TO $ARX.TO $TPZ.TO $CNQ"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930457918723502594) 2025-06-05 02:53:28 UTC 9270 followers, 2610 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879718743091433501) 2025-01-16 02:34:06 UTC 9270 followers, 5154 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902217569068794313) 2025-03-19 04:36:24 UTC 9279 followers, 3081 engagements


"Getting interesting. $PPL.TO / @PembinaPipeline Cedar #LNG update. #CanadianLNG #Montney $TOU.TO $ARX.TO #NEBC"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1920599525359550517) 2025-05-08 21:59:44 UTC 9273 followers, 2629 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948549704213823922) 2025-07-25 01:03:46 UTC 9295 followers, XX engagements


"Another acquisition 🔥🔥 $MEG.TO / Meg Energy with a nice XX% premium too. Kudos to all sets of holders #Consolidation"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1906789249804075450) 2025-03-31 19:22:38 UTC 9280 followers, 42.2K engagements


"$MEG.TO / Meg Energy having 70000 bbl's of Oil shut in roughly XX% of their entire production further elongating the Q2 planned Shutdown. Be interesting to see if Waterous / $SCR.TO decide to take a few more bites on pullbacks during the XXX days. #Consolidation #OilSands"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1929593125343056244) 2025-06-02 17:37:05 UTC 9273 followers, 2261 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932826199849672858) 2025-06-11 15:44:10 UTC 9290 followers, 2669 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948424868979970309) 2025-07-24 16:47:43 UTC 9295 followers, 1608 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1933182418162524597) 2025-06-12 15:19:39 UTC 9254 followers, 3865 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1892966411338936364) 2025-02-21 15:55:36 UTC 9280 followers, 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948177316246667759) 2025-07-24 00:24:02 UTC 9295 followers, 2161 engagements


"@Robertmeiday Every producer paid debt down. Every producer increases divs ( $CVE yield is still thin). $HSE integration X years Banking on Federal election for $CVE $ARX.TO is laps ahead of $CVE for comparison no Like @Merlice1 I do like to challenge shine light in the darkness"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1875067409381642535) 2025-01-03 06:31:22 UTC 9270 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947780263284773190) 2025-07-22 22:06:17 UTC 9290 followers, 4621 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946759085426389282) 2025-07-20 02:28:29 UTC 9279 followers, 3493 engagements


"Production ramp up at $LGN.V to 8000 boepd with the new plant ( $TPZ.TO XX% interest) adding in $KEL.TO Pouce Coupe $TOU.TO would be looking at: ➡23000 boepd production. ➡20-30k pfb = ($450- $690M) X separate transactions. These can work"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1928571292942217554) 2025-05-30 21:56:42 UTC 9270 followers, 2221 engagements


"@EnergyInvest0r + in the case of ( "Heading into 2020") expect CCAA or acquired in distress as many smaller cap / higher indebted companies did 2017-2021. You'd expect $SU $CNQ $IMO $CVE to survive however. But not $MEG $ATH or other small cap heavy oil co's (many didn't) so torque expected"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944216662125031463) 2025-07-13 02:05:48 UTC 9269 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1879341761283436871) 2025-01-15 01:36:07 UTC 9290 followers, 4336 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948065589995733355) 2025-07-23 17:00:04 UTC 9295 followers, 2541 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946431319589978248) 2025-07-19 04:46:04 UTC 9290 followers, 2949 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943095244087791799) 2025-07-09 23:49:41 UTC 9270 followers, 9284 engagements


"We are live Canada . ☑ #CanadianLNG is here. #Montney #NEBC #LNG #NaturalGas $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO $SHEL"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936839520487657729) 2025-06-22 17:31:41 UTC 9269 followers, 7747 engagements


"If you reinvested (DRIP'd) the $XXXXX $TOU.TO #Dividends through this range bound period you'll see on a scale how 'wealth' / net worth is created for Billionaire compounders such as Mike Rose ( $TOU.TO ) & Murray Edwards ( $CNQ.TO). "Get Wealthy slow" vs. "Get Rich quick""  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945222475886817450) 2025-07-15 20:42:33 UTC 9267 followers, 1270 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945221590758637902) 2025-07-15 20:39:02 UTC 9270 followers, 1484 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945229419083342025) 2025-07-15 21:10:08 UTC 9265 followers, 1356 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948195519937044746) 2025-07-24 01:36:22 UTC 9290 followers, 1932 engagements


"Some impacted shippers to which the deal applies (that provided names): $TOU.TO $CNQ.TO $TPZ.TO $ARX.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948541004371689738) 2025-07-25 00:29:12 UTC 9295 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943169752651669769) 2025-07-10 04:45:46 UTC 9279 followers, 1398 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935389397949759573) 2025-06-18 17:29:24 UTC 9261 followers, 4789 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936958288245256540) 2025-06-23 01:23:37 UTC 9265 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945940602262331726) 2025-07-17 20:16:08 UTC 9289 followers, XXX engagements


"Complete the sentence: "Derek Evans was the CEO of Pengrowth Energy over a year after leaving the post pengrowth (Lindbergh/Groundbirch) was acquired by Strathcona (Cona) Resources. Derek Evans was also the CEO of $MEG Energy over a year after leaving the post"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938740268695794118) 2025-06-27 23:24:34 UTC 9270 followers, 4495 engagements


"3% Dividend YoC coming to prospective shareholders including me Let's see what happens. $CNR.TO $CNI #Investing #Dividends #Quality"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1886589197848600749) 2025-02-04 01:34:50 UTC 9265 followers, 7488 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944908450099814801) 2025-07-14 23:54:43 UTC 9272 followers, XXX engagements


"See the $CNQ concept below (Compounding). $TOU.TO / @TourmalineOil have been in a range for X years but has paid out $XXXXX in #Dividends during that time all which can be re-invested to compound shares. Mike Rose consistently buys shares in the range adding to his count"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945220785221853553) 2025-07-15 20:35:50 UTC 9270 followers, 6639 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946760248779489719) 2025-07-20 02:33:07 UTC 9295 followers, 1643 engagements


"Worth paying attention to: $CPX.TO $TOU.TO $ARX.TO $CNQ $TPZ.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930297861109100703) 2025-06-04 16:17:27 UTC 9275 followers, 2382 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948191674347524109) 2025-07-24 01:21:05 UTC 9295 followers, 2341 engagements


"@emmpeethree @RazorOil Youre literally several steps behind on this one brother Look how much value Waterous has just created for $SCR shareholders $140M in $MEG appreciation alone . :) $2.84BN+new WEF funds. Time to say goodbye to $MEG 👋"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923890541756067859) 2025-05-17 23:57:03 UTC 9271 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1920501556274749522) 2025-05-08 15:30:26 UTC 9270 followers, 7303 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1909695851515330882) 2025-04-08 19:52:26 UTC 9270 followers, 10.1K engagements


"$BIR.TO is now yielding nearly 8%. Market Cap is $1.4BN. Should $BIR look to sell the company into bigger hands & if so to whom"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1853965308278792243) 2024-11-06 00:59:09 UTC 9262 followers, 4791 engagements


"@Merlice1 @AssetTraveller @garquake The interesting thing with the CAD co's is they have NYSE tickers (listed). $CNQ $CVE $SU $CVE $IMO I think $TOU.TO a US listings would be interesting narrow the competition with the US Gas Co's into the #LNG / #Power era"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945994687040610745) 2025-07-17 23:51:02 UTC 9290 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945962312629928398) 2025-07-17 21:42:24 UTC 9290 followers, 4250 engagements


"See below for maps with adjacent operators. $TOU.TO $LGN.V $KEL.TO $AAV.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1928569373637358015) 2025-05-30 21:49:04 UTC 9270 followers, 1462 engagements


"Watching the $CVE / $CVE.TO PR tomorrow and the share price response accordingly:"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948232764693651857) 2025-07-24 04:04:22 UTC 9295 followers, 1914 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1937181620928405575) 2025-06-23 16:11:04 UTC 9261 followers, 1834 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1865147331286577228) 2024-12-06 21:32:31 UTC 9267 followers, 1712 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946319848679911652) 2025-07-18 21:23:07 UTC 9267 followers, 1282 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1926441839558570490) 2025-05-25 00:55:00 UTC 9270 followers, 5235 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902749806902354276) 2025-03-20 15:51:20 UTC 9265 followers, 2775 engagements


"Keep an eye on the pre-FID #LNG projects the JV partners & how the gas will be sourced for export. $SHEL $TOU.TO $ARX.TO $CNQ $TPZ.TO #NEBC #Montney is arguably North America's most prolific Natural Gas play from both a cost perspective & an Inventory/Reserves perspective"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930825663096983820) 2025-06-06 03:14:45 UTC 9270 followers, 3827 engagements


"re: REEF (West Coast Canada LPG/NGL exports): $ALA.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948067332536111440) 2025-07-23 17:07:00 UTC 9280 followers, XXX engagements


"The observation continues. Not a good quarter nor outlook for $CNR.TO $CNI #Investing"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948062998389768475) 2025-07-23 16:49:46 UTC 9280 followers, 2816 engagements


"I would not call this a 'Substantial Issuer Bid' (SIB). Buy 1.6M shares @ $2.15/sh for $3.4M. Market Cap is $430M so less than X% bought. Doesn't sniff right to me"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945686411677749668) 2025-07-17 03:26:04 UTC 9266 followers, 1959 engagements


"@VanIsleInvestor For some reason the SEDI total figures are off he owns 16M shares personally"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1940883419157889213) 2025-07-03 21:20:41 UTC 9272 followers, XXX engagements


"From $ALA.TO / @altagas the REEF (Ridley Island Energy Export Facility) Project timeline. REEF will enable 55k bbls/d of exports primarily propane in service 2026. Significant ✅ For a baseline $TOU.TO is Canada's largest NGL producer with Propane production of 40K"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1932299972978114754) 2025-06-10 04:53:08 UTC 9275 followers, 1771 engagements


"@BB19043 I'm a buyer here have been adding. I'm sure they're using the NCIB also here in size. we'll see in time. $ARX.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945974341617009036) 2025-07-17 22:30:12 UTC 9264 followers, XXX engagements


"I'm adamant $CPX.TO is a 'must hold' a true core for any and every portfolio seeking exposure to the Power/Nat Gas demand growth theme. Little doubt that Carney will be in full support of Power in Canada. But $CPX's growth has been primarily in the US exclusively Gas Power"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1929962863940276607) 2025-06-03 18:06:18 UTC 9295 followers, 4910 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946333569074565359) 2025-07-18 22:17:38 UTC 9290 followers, 5726 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945968503602979127) 2025-07-17 22:07:00 UTC 9290 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946772196493496404) 2025-07-20 03:20:35 UTC 9261 followers, 3421 engagements


"$ARX.TO making the list. Kudos #TeamTerry Plenty plenty plenty to come in this space watch & see. #LNG #CanadianLNG #Montney #NEBC"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1934754250254635026) 2025-06-16 23:25:33 UTC 9264 followers, 6581 engagements


"@ysteve747 Core hold for me. collect the dividends & enjoy the capital appreciation over time as they continue to do their thing"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944836716931768417) 2025-07-14 19:09:41 UTC 9265 followers, XXX engagements


"#CanadianLNG is here. Next LNG Terminal FID's: ✔LNG Canada Phase X ✔Ksi Lisims / Rockies LNG. LNG Terminals & Pipelines Under Contruction: ➡Cedar LNG ➡Woodfibre LNG ➡PRGT Pipeline (for Ksi Lisims LNG). ➡T-South Pipeline (for Woodfibre LNG). #LNG #NaturalGas"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947003266656772523) 2025-07-20 18:38:46 UTC 9255 followers, 7698 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938670230177493037) 2025-06-27 18:46:16 UTC 9261 followers, 2525 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945618159228322149) 2025-07-16 22:54:51 UTC 9261 followers, 2567 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1937515052313247963) 2025-06-24 14:16:00 UTC 9280 followers, 3560 engagements


"Today's adds: ✔ $SCR.TO / Strathcona Resources. Plenty of Capital + Liquidity for moves to come. ➡$2.84BN in Montney asset sales. ➡$600M in $MEG.TO share ownership. ➡$1.4BN in WEF funds. #Consolidation #OilSands #Montney"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923450397185671216) 2025-05-16 18:48:05 UTC 9270 followers, 1839 engagements


"Today's adds: ✔ $TRP.TO ✔ $PPL.TO The #LNG turning point is now arriving with incredible capital investment in #NaturalGas infrastructure from a variety of high quality companies to supply the gas. Kudos to $KEY.TO on their acquisition the market clearly favours these"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1935415999215616396) 2025-06-18 19:15:07 UTC 9273 followers, 5986 engagements


"Today's trims (50% of position): ✔ $TD.TO / @TD_Canada Now yielding X% stock has run up 35+% will take some profit ready to allocate into other opportunities. Will let the rest sit "Forever" & any material pullbacks (again) will consider adding. #Investing"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947336365676314838) 2025-07-21 16:42:23 UTC 9275 followers, 5179 engagements


"@geo_fed They'd have to issue shares for dirt cheap ($16/sh). The market won't even pay $20/sh for $CVE here. But unlike $CPX & $KEY issuing shares quite a bit below market price not sure if $CVE would enjoy the same quick capital appreciation following"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948176022467477754) 2025-07-24 00:18:53 UTC 9280 followers, XXX engagements


"@Gary79699215 Like $CNQ for Oil & $TOU for Nat Gas"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948160632429391981) 2025-07-23 23:17:44 UTC 9280 followers, XXX engagements


"Today's adds: ☑ $TOU.TO / @TourmalineOil #LNG #NaturalGas #CanadianLNG #NEBC #Montney"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943733727772746124) 2025-07-11 18:06:48 UTC 9266 followers, 2695 engagements


"This is me anticipating $TOU.TO / @TourmalineOil July ER PR / multi-year NEBC Montney development plan. #EnergyInfrastructure #CanadianLNG $SHEL"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947006062605025441) 2025-07-20 18:49:53 UTC 9261 followers, 2691 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938303075254776248) 2025-06-26 18:27:19 UTC 9276 followers, 1808 engagements


"@JamesJstuartb Check $CPX dividend payout ratio very low and a higher yield despite the capital appreciation relative to $CNR.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948069430803796169) 2025-07-23 17:15:20 UTC 9280 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1921073681926619175) 2025-05-10 05:23:52 UTC 9270 followers, 4194 engagements


"$SCR.TO / Strathcona 🔥🔥🔥 On strategy sale of the #Montney assets. As per Plan $TOU.TO consolidating #NEBC Groundbirch ☑ "The sale of itsGroundbirch asset to Tourmaline Oil Corp. ("Tourmaline") for $XXXXX million in common shares of Tourmaline". #TeamWaterous"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1922818511878910036) 2025-05-15 00:57:12 UTC 9280 followers, 6614 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1923387597256069341) 2025-05-16 14:38:32 UTC 9268 followers, 7893 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1925626245670117417) 2025-05-22 18:54:08 UTC 9273 followers, 4214 engagements


"Oil down nearly XX% now. Was a good slide from Strathcona illustrating $MEG's 'real' cost of supply (adding in royalties taxes G&A and various other costs that are for some reason always left out of the equation). Time for #Consolidation 👏 #OilSands $SCR.TO $MEG.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1937268028070326745) 2025-06-23 21:54:25 UTC 9268 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1902037939238138319) 2025-03-18 16:42:37 UTC 9279 followers, 1462 engagements


"@mpotkins 2/2 This is part of a full $CVE (strategic opinion) thread. $SCR.TO $MEG.TO $CVE.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948169974570430496) 2025-07-23 23:54:51 UTC 9295 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1859130938984169833) 2024-11-20 07:05:31 UTC 9290 followers, 10.4K engagements


"@CBystender @Merlice1 @trend_bullish Absolutely nailed it. I completely agree with you. On that note we're going to see in about 4-6 weeks (from $TOU.TO) what 'great mgmt' looks like"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1930424412513415388) 2025-06-05 00:40:20 UTC 9270 followers, XXX engagements


"@cubedpermian @BB19043 @AssetTraveller @plutusofcrete89 I agree completely. I'd add more if I was light but I accumulated a full position in that last pull back. You can't go wrong with a 5.x% Dividend YoC with $CNQ.TO that's an income stream that will grow (above inflation) for life - better than fixed income IMO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946633206712901654) 2025-07-19 18:08:17 UTC 9247 followers, XXX engagements


"Here's to the Mike Rose Murray Edwards Adam Waterous Don Gray ilks of the world. "Against the grain" trailblazers who create value jobs & societal prosperity. Happy Friday have a great weekend. $TOU.TO $TPZ.TO $CNQ.TO $ARX.TO $SCR.TO ( $PEY.TO No position but respect)"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938629282827509993) 2025-06-27 16:03:33 UTC 9265 followers, 2001 engagements


"Congrats to those who appreciate #Dividends. Hitting your account today accessible on Monday. #Investing $TOU.TO $TPZ.TO $PPL.TO $KEY.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1938987303554384368) 2025-06-28 15:46:12 UTC 9270 followers, 3985 engagements


"@Kevin_AGraham I really do like that Cascade Power contract. regardless of short term AB / AESO power prices in the mid & long term that will serve them very well I think"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947382030872023368) 2025-07-21 19:43:51 UTC 9246 followers, XXX engagements


"@freedomprocess @EnergyInvest0r Co's like $PEY.TO also have done well from Covid lows 'survived' - indebted heading into Covid - Darren Gee admitted this). But most haven't 'thrived' (business growth). Largely it's been $TOU.TO $CNQ.TO $WCP.TO $IPCO $COP that have built 'much' bigger & stronger' since 2018+"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944218550476189903) 2025-07-13 02:13:18 UTC 9270 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948064688669151615) 2025-07-23 16:56:29 UTC 9270 followers, XXX engagements


"Ive prepared for the first tasting need to be on guard Like those smudging rituals that clear the energy. $PEY.TO #NaturalGas #LNG $TOU.TO $TPZ.TO $CR.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936578816845250967) 2025-06-22 00:15:44 UTC 9269 followers, 2021 engagements


"Question to understand better: If you hold $CNR.TO / $CNI why do you hold it & what is your time horizon. Would you trim any if the stock roared up beyond it's valuation"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948159487279526220) 2025-07-23 23:13:11 UTC 9290 followers, 1829 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948058601823854972) 2025-07-23 16:32:18 UTC 9279 followers, 1403 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948169507685769632) 2025-07-23 23:53:00 UTC 9295 followers, 5320 engagements


"@Japistani Yep: $XXXX cash & .62 / $SCR share. Around $XXXXX / sh equals $MEGs current price on the market"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947888277434077282) 2025-07-23 05:15:30 UTC 9280 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948213596145730023) 2025-07-24 02:48:12 UTC 9280 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946319373578440835) 2025-07-18 21:21:14 UTC 9290 followers, 3862 engagements


"All going in the right direction: $CPX.TO $TOU.TO $ARX.TO $TPZ.TO $CNQ.TO"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945203343778832846) 2025-07-15 19:26:31 UTC 9273 followers, 2244 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948223969758462010) 2025-07-24 03:29:25 UTC 9279 followers, 3003 engagements


"@EnergyInvest0r These comparisons make little sense. $60BN - $100BN companies with a $5BN company. Probably more closer in comparison to compare other SMID's in the $600M -$12BN range. Down cap you expect torque generally higher 'risk' & thus expected higher 'return'"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1944215377514569868) 2025-07-13 02:00:42 UTC 9273 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1928498974069035442) 2025-05-30 17:09:19 UTC 9270 followers, 3063 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1924182944299798869) 2025-05-18 19:18:58 UTC 9290 followers, 1925 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946761049199526218) 2025-07-20 02:36:17 UTC 9273 followers, 1631 engagements


"@BOEReport $EQT Quarterly Results. Never ceases to amaze me how much debt the US (Gas) co's run relative to CAD co's. US Gas Co Balance sheets are healthy but CAD balance sheets are like fortresses now. #NaturalGas"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1947786485408927898) 2025-07-22 22:31:00 UTC 9280 followers, XXX engagements


"Super Crew ( $SCR.TO ) now firmly on track to repeat $CR.TO prolific returns performance. That said $TOU.TO is and will continue to be my largest energy holding. Invest in & with winners. 🏆"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1943815212332986743) 2025-07-11 23:30:35 UTC 9261 followers, 3801 engagements


"@Merlice1 @ysteve747 @RazorOil Very welcome Rick. $TOU.TO are currently getting both JKM and TTF pricing for some of their gas LNG agreements with more that commence in a few yrs. Likely will see more supply agreements for LNG Canada both phases given its production needed for XX years of export"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1942375755415183434) 2025-07-08 00:10:42 UTC 9273 followers, XXX engagements


"$CNR.TO / @CNRailway profits tumble by 'nearly half'. Let's see if that X% #Dividend Yield on Cost idea has merit ;)"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1885098776555049382) 2025-01-30 22:52:26 UTC 9279 followers, 2376 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948536693638004789) 2025-07-25 00:12:04 UTC 9295 followers, 2822 engagements


"@JamesJstuartb No X years is a very fair and reasonable time frame from an investment perspective notably through the covid /2020 era"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948069161198125098) 2025-07-23 17:14:16 UTC 9273 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1906186873023905828) 2025-03-30 03:29:00 UTC 9274 followers, 3155 engagements


"@chaz30510248 @MPelletierCIO No they are not"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948201250073542808) 2025-07-24 01:59:08 UTC 9280 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1948061802883105012) 2025-07-23 16:45:01 UTC 9290 followers, 2568 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1946629256710439357) 2025-07-19 17:52:36 UTC 9279 followers, 3549 engagements


"To follow up world's first dedicated LNG ETF (Roundhill: $LNGG) started trading today"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1705248135201837231) 2023-09-22 15:50:12 UTC 9279 followers, 1745 engagements


"So it's useful to understand the blend requirements which have a material cost impact (typically buy it on market from $ARX.TO $TOU.TO etc $CNQ produce some in-house) as XX% of the pipeline space for the producers 'bitumen' is paid for (discount) eaten up by 'bought diluent"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1936151042988949895) 2025-06-20 19:55:55 UTC 9279 followers, XXX engagements


"This is $HHRS shareholders after market close party tonight. #Montney #Investing $CPG"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1721736957070631415) 2023-11-07 03:50:53 UTC 9280 followers, 4363 engagements


"Today's adds: 🟩 $ARX.TO / @arcresources 🟩 $TOU.TO / @TourmalineOil #LNG #CanadianLNG #NaturalGas"  
![@BubleQe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1187495086453448704.png) [@BubleQe](/creator/x/BubleQe) on [X](/post/tweet/1945160884734865811) 2025-07-15 16:37:48 UTC 9273 followers, 2764 engagements