[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.] [@BeegJi](/creator/twitter/BeegJi) "#2 $arx.to (cont) - need to let it play out over the long run - well run - doesn't own it - owns $wcp.to $tou.to which are comparable - can't argue with either $wcp or $arx as both will move with the commodity over the longer term"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945613018110333016) 2025-07-16 22:34:25 UTC XX followers, XXX engagements "#1 - oil sands benefit from geology technology & cost-cutting measures - lower breakeven prices than U.S. shale producers Breakeven Prices in WTI US$ $cnq $XXXX $cve $XXXX $imo $XXXX $meg $XXXX $su $XXXX U.S. producers $60"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945614243983667432) 2025-07-16 22:39:18 UTC XX followers, XXX engagements "#2 - the other is $tou.to - both are good operators & are more disciplined now - doing a good job returning $ to SH - a good story here - NG exposure in is not a bad place to be - $tou.to $arx.to are good ones to have"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945613874134175866) 2025-07-16 22:37:50 UTC XX followers, XXX engagements "#9 Kevin Burkett Burkett Asset Mgmt - no geopolitically risk - some very appealing characteristics around productivity & costs - owns shares of $cnq $cve"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945614115709268372) 2025-07-16 22:38:47 UTC XX followers, XXX engagements "#4 $tou.to (cont) - low-cost operations - SH-friendly mgmt continues to reward patient investors - reliable well-managed - has room to rebound when gas markets tightens - might be one of the best options on the TSX today"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945613360713584875) 2025-07-16 22:35:47 UTC XX followers, XX engagements "#8 - $cnq $su $cve $imo $meg excluding lease liabilities have a combined net debt of C$33.9B - they've paid down C$22B in debt between 2021 & 2024 - " oil sands producers are an increasingly attractive investment those looking to make $ from the Energy industry" - KB"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945614124920029242) 2025-07-16 22:38:49 UTC XX followers, XXX engagements "#1 $tou.to 🤩 I own shares - could provide decades of stable income - strong fundamentals - long-term vision - looks well positioned for a comeback - largest NG producer - flush with $ - rewarding SH generously - Q1/25 record production"  [@BeegJi](/creator/x/BeegJi) on [X](/post/tweet/1945613709545525635) 2025-07-16 22:37:10 UTC XX followers, XX 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.]
@BeegJi
"#2 $arx.to (cont) - need to let it play out over the long run - well run - doesn't own it - owns $wcp.to $tou.to which are comparable - can't argue with either $wcp or $arx as both will move with the commodity over the longer term"
@BeegJi on X 2025-07-16 22:34:25 UTC XX followers, XXX engagements
"#1 - oil sands benefit from geology technology & cost-cutting measures - lower breakeven prices than U.S. shale producers Breakeven Prices in WTI US$ $cnq $XXXX $cve $XXXX $imo $XXXX $meg $XXXX $su $XXXX U.S. producers $60" @BeegJi on X 2025-07-16 22:39:18 UTC XX followers, XXX engagements
"#2 - the other is $tou.to - both are good operators & are more disciplined now - doing a good job returning $ to SH - a good story here - NG exposure in is not a bad place to be - $tou.to $arx.to are good ones to have" @BeegJi on X 2025-07-16 22:37:50 UTC XX followers, XXX engagements
"#9 Kevin Burkett Burkett Asset Mgmt - no geopolitically risk - some very appealing characteristics around productivity & costs - owns shares of $cnq $cve" @BeegJi on X 2025-07-16 22:38:47 UTC XX followers, XXX engagements
"#4 $tou.to (cont) - low-cost operations - SH-friendly mgmt continues to reward patient investors - reliable well-managed - has room to rebound when gas markets tightens - might be one of the best options on the TSX today" @BeegJi on X 2025-07-16 22:35:47 UTC XX followers, XX engagements
"#8 - $cnq $su $cve $imo $meg excluding lease liabilities have a combined net debt of C$33.9B - they've paid down C$22B in debt between 2021 & 2024 - " oil sands producers are an increasingly attractive investment those looking to make $ from the Energy industry" - KB" @BeegJi on X 2025-07-16 22:38:49 UTC XX followers, XXX engagements
"#1 $tou.to 🤩 I own shares - could provide decades of stable income - strong fundamentals - long-term vision - looks well positioned for a comeback - largest NG producer - flush with $ - rewarding SH generously - Q1/25 record production" @BeegJi on X 2025-07-16 22:37:10 UTC XX followers, XX engagements