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[@NuggetCapital](/creator/twitter/NuggetCapital)
".@lazyboyinvestor would be having a riot if NCP had added $ACDC over past week instead of peers. Avoided as too richly valued but that changed today. "ROGER IS THE ONLY MAN IN HISTORY WHO HAS MADE MONEY ON PROFRAC SHARES." - A BoL probably"  
[X Link](https://x.com/NuggetCapital/status/1955646525352386842) [@NuggetCapital](/creator/x/NuggetCapital) 2025-08-13T15:04Z 6392 followers, 3680 engagements


"NCP are big fans of @MWG_Jamie one of the only remaining guests that interests our camp on @marketcall but we still are going to stay out of the CNRL underperformance camp. Way better names to pick off the bottom. Even $TOU.TO. Nice pick-up as natty sinks to a cycle low"  
[X Link](https://x.com/NuggetCapital/status/1957493143378751514) [@NuggetCapital](/creator/x/NuggetCapital) 2025-08-18T17:21Z 6391 followers, 2599 engagements


"@skippy991 $REI.UN with record leasing spreads in a macro downturn. Imagine what happens when things get better and if interest rates fall further. Lots of running room there in my opinion"  
[X Link](https://x.com/NuggetCapital/status/1969772243174425039) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-21T14:34Z 6392 followers, XXX engagements


"All the NCP mal-wishers can take pride in knowing since I added $COLD this thing has gone down almost everyday a rarity. Added in tranches thankfully and still bullish on the space which has a high MOAT defensive business growth & opp for tariff tailwind w/ more trade deals"  
[X Link](https://x.com/NuggetCapital/status/1971321867345838219) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-25T21:12Z 6393 followers, 11.3K engagements


"@TheWiseIC @vise888 $COLD likely outperforms Riocan here and has better prospects for growth one of the biggest NAV discounts in a high MOAT industry. Expect it could be a top performer next year. Riocan can still do good but not as good as it rallied alot"  
[X Link](https://x.com/NuggetCapital/status/1971342111481172212) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-25T22:32Z 6391 followers, XXX engagements


"$COLD a top investment idea of Barron's real estate analyst. NCP wrote about Americold Realty Trust in the past week as a top idea as well. Glad to have some support. RIP to @TheBenSchmark's shorts"  
[X Link](https://x.com/NuggetCapital/status/1974188395544084932) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-03T19:02Z 6393 followers, 5523 engagements


"@TheBenSchmark $COLD with one of the highest volume days in history today. Is @TheBenSchmark still short Rising volume after a fund seller capitulation seems like a risky short. Most bank sellside have guided down targets. Still cheap. Explained why on a written article link in bio. 😚"  
[X Link](https://x.com/NuggetCapital/status/1975351304718516585) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-07T00:03Z 6393 followers, 1223 engagements


"The Nugget Capital Partners "super algo" picked up this story on September X as advised to @ManitobaCanuck. Admittingly I didn't have the guts to buy Baytex but it seemed pretty obvious based on the trading log data that something was brewing. Our algo rarely fails. $BTE.TO $BTE"  
[X Link](https://x.com/NuggetCapital/status/1976317958638141854) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-09T16:04Z 6392 followers, 5425 engagements


"Rarely agree with this guy but I do here. NCP is fully positioned although we prefer boring dividend boomer stocks with catalysts"  
[X Link](https://x.com/NuggetCapital/status/1978444762995679566) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-15T12:56Z 6391 followers, 5796 engagements


"$IVN.TO surprise surprise: large shareholder doesn't want to stay for the explosive data center demand and historical crippling shortages that the pumping CEO warns us about everyday on Twitter. Smart move"  
[X Link](https://x.com/NuggetCapital/status/1797963313038713059) [@NuggetCapital](/creator/x/NuggetCapital) 2024-06-04T12:07Z 6397 followers, 1337 engagements


"THE BAD BEES: $BTE.TO $BIR.TO & MALI-BASED $BTO.TO AMONGST THE MOST SHORTED STOCKS ON THE TSX OVER THE PAST TWO WEEKS"  
[X Link](https://x.com/NuggetCapital/status/1814310951513940319) [@NuggetCapital](/creator/x/NuggetCapital) 2024-07-19T14:46Z 6397 followers, 2648 engagements


"Good watch on BNN today why Canadian copper miners could be a really hot short here. Market oversupplied by the equivalent of X% per day of demand/day with more supply to come. Commodity moving on pure speculation out of China. $IVN.TO $CS.TO $HBM.TO"  
[X Link](https://x.com/NuggetCapital/status/1842361117705642025) [@NuggetCapital](/creator/x/NuggetCapital) 2024-10-05T00:28Z 6398 followers, 3563 engagements


"$BTG $BTO.TO impressive net loss of $XXX million dollars due to rising costs on their Nunavut mine. You wonder why the average investor is not jumping into gold stocks. This one has also seen net insider selling over the past year too. lol"  
[X Link](https://x.com/NuggetCapital/status/1854304008980095112) [@NuggetCapital](/creator/x/NuggetCapital) 2024-11-06T23:25Z 6397 followers, 2277 engagements


"$IVN.TO a copper miner taking a big dump after Trump announced he is going to apply tariffs on the metal. Have to think this is one that will recover. Unfortunately US producers are not going to be able to viably compete with cheap supply coming out of Congo. Law of physics"  
[X Link](https://x.com/NuggetCapital/status/1884417336385429948) [@NuggetCapital](/creator/x/NuggetCapital) 2025-01-29T01:44Z 6398 followers, 2704 engagements


"Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds"  
[X Link](https://x.com/NuggetCapital/status/1890030971002773881) [@NuggetCapital](/creator/x/NuggetCapital) 2025-02-13T13:31Z 6398 followers, 15.9K engagements


"$BTO.TO very rare insider buy at B2 Gold and it's pretty big. Mali gold mines recently saw a huge Emirati investment this month & Barrick has found a remedy w/ the corrupt military junta. Could $BTG sell their Nunavut mine to $AEM & maybe cash out Fekola @lovemesexy8 @Maggers78"  
[X Link](https://x.com/NuggetCapital/status/1895291181900398889) [@NuggetCapital](/creator/x/NuggetCapital) 2025-02-28T01:53Z 6397 followers, 3342 engagements


"@rockcreekfreak $SAP.TO has operations in the United States. Bring it on. I'm buying more shares with Joey Saputo who has added $XX million in the past month. Pretty much the only Canadian cheese exports to the US are boutique brands not Saputo which is for domestic"  
[X Link](https://x.com/NuggetCapital/status/1898269969592303657) [@NuggetCapital](/creator/x/NuggetCapital) 2025-03-08T07:10Z 6398 followers, 4954 engagements


"We're so glad NCP listened to @zethuscap the foremost C-Store guru on X and bought $ATD.TO beginning of July. With the 7/11 deal canceled our camp now expects a ripper. We got paid in $PKI.TO and now we get paid in ATD (probably) starting tomorrow. Congrats to all involved. RN"  
[X Link](https://x.com/NuggetCapital/status/1945661746028380165) [@NuggetCapital](/creator/x/NuggetCapital) 2025-07-17T01:48Z 6399 followers, 5050 engagements


"Did you buy $SAP.TO with NCP Was a top tax loss buying at the end of the year (2024). Will be making my list of ideas in the coming months and publishing it. Other knockout NCP tax loss ideas were $AQN.TO $IIP.UN $XCH.TO. Personally only stayed long IIP unfortunately"  
[X Link](https://x.com/NuggetCapital/status/1960526633275646121) [@NuggetCapital](/creator/x/NuggetCapital) 2025-08-27T02:15Z 6398 followers, 4064 engagements


"$CNQ Murray Edwards has one of the most impressive stories in Canadian business history. But buying CNRL because of him today is like buying Microsoft because of Bill Gates. The most overrated stock in Canada Nothing but love and admiration for Big Murr"  
[X Link](https://x.com/NuggetCapital/status/1964791002767802575) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-07T20:40Z 6397 followers, 4151 engagements


"$SCR.TO out with an amended offer on $MEG.TO this morning as Adam Waterous calls out the worst in class MEG Energy board: "simply put MEG board now holds the distinction of agreeing to the single most lopsided deal of any Canadian public company in nearly XX years." OUCH"  
[X Link](https://x.com/NuggetCapital/status/1964982076354199736) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-08T09:20Z 6397 followers, 4797 engagements


"$ARX.TO getting crushed off large volume selling with over 16M consolidated volume today. Numerous brokers involved including Peters. Did Terry say the wrong thing in Toronto"  
[X Link](https://x.com/NuggetCapital/status/1966214713181692341) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-11T18:58Z 6398 followers, 10.8K engagements


"$ARX.To 2nd highest volume day in history today with XX million shares traded. Multiple brokers involved in dumping. Haven't seen anything but wonder if some type of news is out Massive liquidation from someone big. Only a couple options from what I can see on record"  
[X Link](https://x.com/NuggetCapital/status/1966254255574233475) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-11T21:35Z 6398 followers, 2528 engagements


"$BIR.TO with the largest volume day in history today as two large BMO block trades were exchanged @ $XXXX. @rockcreekfreak must have spooked them out of their position with those stomach churning Station X & AECO daily updates. I don't see any share holder on record of that size"  
[X Link](https://x.com/NuggetCapital/status/1967812268667834458) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-16T04:46Z 6398 followers, 1977 engagements


"Smartest money in Canadian oil and gas is telling you $NVA.TO is a sell. Nobody knows the market better then the Riddell-Rose clan"  
[X Link](https://x.com/NuggetCapital/status/1970166354419618014) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-22T16:40Z 6398 followers, 18.2K engagements


"Heard a rumor from a good source today that a large US E&P took the position in $NVA.TO from $POU.TO not Nuttall. Would be bullish Canadian energy if true. If it isn't true then it isn't bullish and back to my original thought which was neutral-bearish"  
[X Link](https://x.com/NuggetCapital/status/1970960266704875957) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-24T21:15Z 6397 followers, 10K engagements


"$CNQ / $CNQ.TO a total dog as NCP predicted. The Twitter like-o-meter is one of the most reliable algo inputs available to our team. CNRL and a couple other popular E&P names get the most likes but got no alpha"  
[X Link](https://x.com/NuggetCapital/status/1974908687492985047) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-05T18:44Z 6397 followers, 12.5K engagements


"@nh4y9hh7r7 I don't agree at all that the charts will flip. $IMO buys back their stock. $CNQ doesn't have the FCF to do so. $SU and $CVE will outperform low oil price envio because of refining. CNRL best hope is to do M&A or something outside of rising commodity prices"  
[X Link](https://x.com/NuggetCapital/status/1974911646335434794) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-05T18:56Z 6397 followers, XXX engagements


"Believe this would be a big mistake. Refining has tailwinds as there has been substantial outages. $SU will be making major bank on the cracks leading to continued outperformance over $CNQ"  
[X Link](https://x.com/NuggetCapital/status/1975405673740382667) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-07T03:39Z 6397 followers, 3007 engagements


"Bullish for refineries which is why the Nugget Capital Partners (NCP) expect $SU & $CVE to continue to outperform $CNQ. Issues outside of Russia as well Nigeria USA etc"  
[X Link](https://x.com/NuggetCapital/status/1975581440562638849) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-07T15:18Z 6397 followers, 5246 engagements


"@TheWiseIC No incremental buyer for that. Everybody who wants in is already in. I don't see a rotation. Nearly XXX% payout on $CNQ due to high divy can't afford a buyback"  
[X Link](https://x.com/NuggetCapital/status/1975598062203785364) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-07T16:24Z 6397 followers, XXX engagements


"$CNQ fanboys will NOT like this. Steve Laut dumping more of his personal shares into the buyback. "Shame shame shame." - a BOL @ NCP"  
[X Link](https://x.com/NuggetCapital/status/1975665574035546481) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-07T20:52Z 6397 followers, 6776 engagements


"Not sure how you think I have been embarassed by $CNQ views. The stock has gone nowhere going on 4-years now as I predicted. I wish you nothing but the best in it I just don't see a rotation lingering"  
[X Link](https://x.com/NuggetCapital/status/1975693658641858887) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-07T22:44Z 6397 followers, 3345 engagements


"The bears got the surplus call right but missed a massive rally in oil equities. Risk in many equities extremely poor now if oil sells off more I am gonna be likely buying the commodity. #OOTT"  
[X Link](https://x.com/NuggetCapital/status/1976654649475399950) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-10T14:22Z 6398 followers, 12.4K engagements


"Nicely played by Waterous to uproot the rotten group at $MEG.TO. Huge win for $SCR.TO as they owned a huge equity stake in MEG. Also a huge win for SCR to unload gassy assets to $ARX.TO & $CNQ.TO at premiums. Even better $CVE.TO shares rallied creating more upside for SCR"  
[X Link](https://x.com/NuggetCapital/status/1976818611429032030) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-11T01:14Z 6398 followers, 6911 engagements


"Can Trump end the worst bond bear market in history Higher yield on UST's then the S&P XXX. Don't fight the Fed is the saying right now the Fed is essentially DONALD TRUMP who wants lower bond yields. Knocking down the stocks should help him get there"  
[X Link](https://x.com/NuggetCapital/status/1976830995438747972) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-11T02:03Z 6398 followers, 3249 engagements


"I'm actually not so convinced this oil move holds because the entire market sold off on Friday. Tough to single out a certain asset class when everything tanks. Next week will be more foretelling. If it holds obviously bloodbath risks incoming for many E&P stocks"  
[X Link](https://x.com/NuggetCapital/status/1977121704431218851) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-11T21:18Z 6398 followers, 13.2K engagements


"@LUV2SKIPOW The Nugget Capital Partners will buy $CNQ at 62-week lows. That's how we roll"  
[X Link](https://x.com/NuggetCapital/status/1978798671207518225) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-16T12:22Z 6397 followers, XXX engagements


"Can't reply but @2020Upstream has blocked me (thankfully) as listening to his advice past few years would have been very expensive. Even tho oil fell I'm not bearish. Stage is being set for the next epic bull. Won't start tomorrow but it is coming"  
[X Link](https://x.com/NuggetCapital/status/1978939045511139615) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-16T21:40Z 6397 followers, 3022 engagements


"@KunecNatha10392 @blakewnowicki $AEM's Meliadine & Meadowbank both on borrowed time. Gotta factor that in for mining stocks"  
[X Link](https://x.com/NuggetCapital/status/1978942268795916629) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-16T21:52Z 6396 followers, XXX engagements


"@InvestsCletus The best time to short is when everybody refutes and tells you not to do it. Go back only a couple years or so and I was one of the few ones talking about gold stocks. Again haven't done it yet but something I'm studying: Shorting gold miners. They always crash. XXX% of times"  
[X Link](https://x.com/NuggetCapital/status/1978944051115180511) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-16T22:00Z 6398 followers, XXX engagements


"@TheWiseIC I did my best to save them. Pretty sure those guys are about to get cooked like a thanksgiving Turkey"  
[X Link](https://x.com/NuggetCapital/status/1979028722997993755) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-17T03:36Z 6397 followers, XXX engagements


"@JamesJstuartb @parrafincontrol Capex cuts for a high decline E&P should be good for some serious downside. $ARX.TO shareprice propped up by aggressive buyback. If they put that on pause you will see nasty weakness. Good luck"  
[X Link](https://x.com/NuggetCapital/status/1979362436840055211) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-18T01:42Z 6398 followers, XXX engagements


"@ErnestWongBWM $PKI.TO is a mess with a catalyst. There is a bid for the entire company out there superior to the shareprice. Meanwhile at $ATD.TO the oversized overvalued bid that's happening is significantly above where 7/11 was trading at to mask faltering growth in North America"  
[X Link](https://x.com/NuggetCapital/status/1892982349228290337) [@NuggetCapital](/creator/x/NuggetCapital) 2025-02-21T16:58Z 6398 followers, 3765 engagements


"Correctly called the $PKI.TO verse $ATD.TO which worked out well. Parkland now dumped and started a small position in ATD. If things go south I'll blame @zethuscap who is a C-Store guru and he likes the stock"  
[X Link](https://x.com/NuggetCapital/status/1940574375717359676) [@NuggetCapital](/creator/x/NuggetCapital) 2025-07-03T00:52Z 6399 followers, 8273 engagements


"Rotflmao. Shots fired. At what point do Mike Rose and Darren Gee or that Jean guy put the gloves on and solve this once and for a while $PEY.TO $TOU.TO"  
[X Link](https://x.com/NuggetCapital/status/1960476521711202389) [@NuggetCapital](/creator/x/NuggetCapital) 2025-08-26T22:56Z 6399 followers, 5562 engagements


"Great timing for the NCP camp w/ our $TOU.TO long. Make American & Canadian #natgas great again"  
[X Link](https://x.com/NuggetCapital/status/1961310279087665642) [@NuggetCapital](/creator/x/NuggetCapital) 2025-08-29T06:09Z 6399 followers, 9643 engagements


"I don't see $TOU.TO in the Baskin 13F filings but I do see they increase their position in $CNQ. They went long CNRL in September 2022. Stock has been a dog since and NCP analysts expect it to remain. Wonder if @ErnestWongBWM going to go activist on the underachieving CNRL board"  
[X Link](https://x.com/NuggetCapital/status/1963066709801140318) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-03T02:29Z 6399 followers, 6483 engagements


"$TOU.TO now up X% since NCP wrote about it less then a month ago when all the bulls were folding to roll into better performing dividend names. Short-sighted. lol. Price target $XX on my end"  
[X Link](https://x.com/NuggetCapital/status/1968100419315568955) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-16T23:51Z 6399 followers, 6578 engagements


"Sold my $TOU.TO position which I wrote about a month ago when the bulls were folding to chase the Peyto which was outperforming while some dudes were comparing it to Baytex "outperformance." Bulls are back. I think it will go up some more but risk-reward ain't there for me"  
[X Link](https://x.com/NuggetCapital/status/1971313782757654732) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-25T20:40Z 6399 followers, 6312 engagements


"@TexasInvestor12 Wrote about H&R REIT a few days ago. It is by far my largest position and the one I am most excited on in the relative near term. $HR.UN"  
[X Link](https://x.com/NuggetCapital/status/1978642167548514760) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-16T02:00Z 6398 followers, XXX engagements


"The stocks I am tempted to short are always Burrows top picks; when he says he is getting bearish or sold I often am getting bullish. lol. $AEM trading at almost zero FCF yield here. Imagine if gold pulls back Good luck bro"  
[X Link](https://x.com/NuggetCapital/status/1978934759477612732) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-16T21:23Z 6399 followers, 12.8K engagements


"NCP already getting ready for tax loss buying purchase list. Took action already on a couple US REIT names. Very little out there in Canada but thanks to Trump's tariffs opportunity in the . $TOU.TO $WCN.TO $CNR.TO $QSP.UN amongst biggest cap losers 0-6% off 52-w low in Canada"  
[X Link](https://x.com/NuggetCapital/status/1964113351249740110) [@NuggetCapital](/creator/x/NuggetCapital) 2025-09-05T23:48Z 6399 followers, 3898 engagements


"Rebecca Teltscher says nothing in the USA is investable right now. One of her top picks is $ARX.TO the other is $CNQ. She likes their premium assets with embedded growth. "You are getting paid to wait." 💀"  
[X Link](https://x.com/NuggetCapital/status/1979024735901032601) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-17T03:20Z 6399 followers, 6242 engagements


"Tried to warn the PM bulls yesterday and look what happened. $AEM and others dropping like a stone. 20-30% downside easily possible and QUICKLY. "It's the best in breed." - every second generalist getting into mining stocks"  
[X Link](https://x.com/NuggetCapital/status/1979205203975925880) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-17T15:17Z 6400 followers, 3238 engagements


"@JamesJstuartb I added a small in $BIR.TO with @parrafincontrol . Expecting it to outperform for a myriad of reasons which I will soon write about. $ARX.TO too oily and too high of a multiple. Weak alignment with too few sharw purchases. GL"  
[X Link](https://x.com/NuggetCapital/status/1979359995243434274) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-18T01:32Z 6400 followers, XXX engagements


"@BDEPardell @ManitobaCanuck @Lids_CEO @thebobbynugget @MarkSchmehl Never really dunked on $ARX.TO. $CNQ yes but you have to admit I have been right for the past few years. Both names have gone pretty much nowhere since 2022 relative to the broader markets. Without an aggressive buyback I expect ARC to see pressure. Great company though for sure"  
[X Link](https://x.com/NuggetCapital/status/1979556568325894371) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-18T14:33Z 6399 followers, XXX engagements


"@BDEPardell @ManitobaCanuck @Lids_CEO @thebobbynugget @MarkSchmehl I'll be interested if $CNQ declines 15-20%. Should happen based on the oil price/strip pricing. Could see some nice rebalancing into YE to hit the NCP target price"  
[X Link](https://x.com/NuggetCapital/status/1979590893335203865) [@NuggetCapital](/creator/x/NuggetCapital) 2025-10-18T16:50Z 6399 followers, XXX engagements