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[@FuzzyBe02910905](/creator/twitter/FuzzyBe02910905)
"@BeegJj RJ boys have upgraded $cve to "Strong Buy" based on the revised X Oct. offer for $meg. They only have X SB1s - $wcp and now $cve. & look at those Asian NG prices"  
[X Link](https://x.com/FuzzyBe02910905/status/1976311703521665460) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-09T15:40Z XXX followers, 3448 engagements


"@BeegJj Here's RJ's more detailed take on the revised bid by $cve for $meg plus a comment on $cve's operational update"  
[X Link](https://x.com/FuzzyBe02910905/status/1976312546782253234) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-09T15:43Z XXX followers, 1019 engagements


"@BeegJj you saw that $scr pulled out eh"  
[X Link](https://x.com/FuzzyBe02910905/status/1976756300039233906) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-10T21:06Z XXX followers, XXX engagements


"@BeegJj RJ O&G update - really long report. Break-evens in attach. X. $cve in attach. X - clearly treating this as a done deal"  
[X Link](https://x.com/FuzzyBe02910905/status/1978195058374435078) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-14T20:23Z XXX followers, XXX engagements


"@BeegJj Or maybe they finally put some cash on the table. On a side note: RBC changes TP to $cj an $su. A little behind based on what $cj has done today"  
[X Link](https://x.com/FuzzyBe02910905/status/1975976142428569722) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-08T17:26Z XXX followers, 1438 engagements


"@BeegJj Scotiabank has lifted the $cve TP to $XX. Maintained in OP rating"  
[X Link](https://x.com/FuzzyBe02910905/status/1978491393585840436) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-15T16:01Z XXX followers, XXX engagements


"@BeegJj yup: $su taking a solid look at $XX ; $cj clinging to $8ish; $tve over $5; and $fru to $XX. That with oil in the mid-$60s"  
[X Link](https://x.com/FuzzyBe02910905/status/1971626547540082941) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-09-26T17:22Z XXX followers, XXX engagements


"@Lauriestamp @trend_bullish @BeegJj @ericnuttall @OilHeadlineNews some changes to ratings & target prices as summarized by Investorline. $sde is getting TP raised along w/ $cnq $wcp (which brings BNS into line w/most others for TP) $cve (RJ previously reported) and $psk $tcw"  
[X Link](https://x.com/FuzzyBe02910905/status/1976738944504172726) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-10T19:57Z XXX followers, 1025 engagements


"@Merlice1 @BeegJj $cnq has an interesting set of divvy increases in the past few years. A bump in Q4 followed by a second bump in Q1 of the following year. Declaration date for Q4 is pretty variable"  
[X Link](https://x.com/FuzzyBe02910905/status/1978852235053293916) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-16T15:55Z XXX followers, XXX engagements


"@BeegJj Not sure if you still have $bir but RJ's turned bullish on it. Here's the review of 2Q2025 results. TP upped to $8; moved to OP2"  
[X Link](https://x.com/FuzzyBe02910905/status/1956766662730117320) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-08-16T17:15Z XXX followers, 1734 engagements


"@trend_bullish Like: wtf Oh oh these are great assets. We just have to have them.oooh.they suck let's dump them. $bte in the permanent doghouse for a reason. $bte US assets pre-deal =$2.5bn. Paid $2.5bn for ROC. Now selling the lot or just some How is this a good thing"  
[X Link](https://x.com/FuzzyBe02910905/status/1976326201196282122) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-09T16:37Z XXX followers, XXX engagements


"@metzger_ri24956 @BeegJj $cve does finally seem to be hitting its stride w/its downstream assets (after many Q's of on-going difficulties)"  
[X Link](https://x.com/FuzzyBe02910905/status/1976349345252565206) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-09T18:09Z XXX followers, XXX engagements


"@TeddyGambino No buybacks again last month as the price was too high. I appreciate the discipline. $XX mil in the bank"  
[X Link](https://x.com/FuzzyBe02910905/status/1978902836218929465) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-16T19:16Z XXX followers, XX engagements


"@echipiuk @SnafuAB @ABDanielleSmith Your point about the failures of local govt are apt but the point remains if other forms of STR accommodation (e.g. hotels motels) have a tax then it should be equally spread across all forms of such rentals. What justifies excluding one form of such rental from the tax"  
[X Link](https://x.com/FuzzyBe02910905/status/1978933979983274013) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-16T21:20Z XXX followers, XXX engagements


"@echipiuk That's a completely different argument. If you are saying that there should be no business taxes at all - fine. However so long as one form of the business has to pay the hospitality tax (i.e. hotels motels) there's no justification for excluding a different form of such biz"  
[X Link](https://x.com/FuzzyBe02910905/status/1978942209094488259) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-16T21:52Z XXX followers, XX engagements


"@tsxman Here's RJ's assessment of the Cdn Reit space overall. Longish XX page or so report"  
[X Link](https://x.com/FuzzyBe02910905/status/1979231840386039873) [@FuzzyBe02910905](/creator/x/FuzzyBe02910905) 2025-10-17T17:03Z XXX 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.]

@FuzzyBe02910905 "@BeegJj RJ boys have upgraded $cve to "Strong Buy" based on the revised X Oct. offer for $meg. They only have X SB1s - $wcp and now $cve. & look at those Asian NG prices"
X Link @FuzzyBe02910905 2025-10-09T15:40Z XXX followers, 3448 engagements

"@BeegJj Here's RJ's more detailed take on the revised bid by $cve for $meg plus a comment on $cve's operational update"
X Link @FuzzyBe02910905 2025-10-09T15:43Z XXX followers, 1019 engagements

"@BeegJj you saw that $scr pulled out eh"
X Link @FuzzyBe02910905 2025-10-10T21:06Z XXX followers, XXX engagements

"@BeegJj RJ O&G update - really long report. Break-evens in attach. X. $cve in attach. X - clearly treating this as a done deal"
X Link @FuzzyBe02910905 2025-10-14T20:23Z XXX followers, XXX engagements

"@BeegJj Or maybe they finally put some cash on the table. On a side note: RBC changes TP to $cj an $su. A little behind based on what $cj has done today"
X Link @FuzzyBe02910905 2025-10-08T17:26Z XXX followers, 1438 engagements

"@BeegJj Scotiabank has lifted the $cve TP to $XX. Maintained in OP rating"
X Link @FuzzyBe02910905 2025-10-15T16:01Z XXX followers, XXX engagements

"@BeegJj yup: $su taking a solid look at $XX ; $cj clinging to $8ish; $tve over $5; and $fru to $XX. That with oil in the mid-$60s"
X Link @FuzzyBe02910905 2025-09-26T17:22Z XXX followers, XXX engagements

"@Lauriestamp @trend_bullish @BeegJj @ericnuttall @OilHeadlineNews some changes to ratings & target prices as summarized by Investorline. $sde is getting TP raised along w/ $cnq $wcp (which brings BNS into line w/most others for TP) $cve (RJ previously reported) and $psk $tcw"
X Link @FuzzyBe02910905 2025-10-10T19:57Z XXX followers, 1025 engagements

"@Merlice1 @BeegJj $cnq has an interesting set of divvy increases in the past few years. A bump in Q4 followed by a second bump in Q1 of the following year. Declaration date for Q4 is pretty variable"
X Link @FuzzyBe02910905 2025-10-16T15:55Z XXX followers, XXX engagements

"@BeegJj Not sure if you still have $bir but RJ's turned bullish on it. Here's the review of 2Q2025 results. TP upped to $8; moved to OP2"
X Link @FuzzyBe02910905 2025-08-16T17:15Z XXX followers, 1734 engagements

"@trend_bullish Like: wtf Oh oh these are great assets. We just have to have them.oooh.they suck let's dump them. $bte in the permanent doghouse for a reason. $bte US assets pre-deal =$2.5bn. Paid $2.5bn for ROC. Now selling the lot or just some How is this a good thing"
X Link @FuzzyBe02910905 2025-10-09T16:37Z XXX followers, XXX engagements

"@metzger_ri24956 @BeegJj $cve does finally seem to be hitting its stride w/its downstream assets (after many Q's of on-going difficulties)"
X Link @FuzzyBe02910905 2025-10-09T18:09Z XXX followers, XXX engagements

"@TeddyGambino No buybacks again last month as the price was too high. I appreciate the discipline. $XX mil in the bank"
X Link @FuzzyBe02910905 2025-10-16T19:16Z XXX followers, XX engagements

"@echipiuk @SnafuAB @ABDanielleSmith Your point about the failures of local govt are apt but the point remains if other forms of STR accommodation (e.g. hotels motels) have a tax then it should be equally spread across all forms of such rentals. What justifies excluding one form of such rental from the tax"
X Link @FuzzyBe02910905 2025-10-16T21:20Z XXX followers, XXX engagements

"@echipiuk That's a completely different argument. If you are saying that there should be no business taxes at all - fine. However so long as one form of the business has to pay the hospitality tax (i.e. hotels motels) there's no justification for excluding a different form of such biz"
X Link @FuzzyBe02910905 2025-10-16T21:52Z XXX followers, XX engagements

"@tsxman Here's RJ's assessment of the Cdn Reit space overall. Longish XX page or so report"
X Link @FuzzyBe02910905 2025-10-17T17:03Z XXX followers, XX engagements

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/creator/twitter::1269341164022321154/posts