#  @NuggetCapital Nugget Capital Partners (NCP)
Nugget Capital Partners (NCP) posts on X about stocks, $tto, bullish, $cnq the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1505028132226703368/interactions)

- [--] Week [------] +17%
- [--] Month [-------] +12%
- [--] Months [---------] +9.40%
- [--] Year [---------] +39%
### Mentions: [--] [#](/creator/twitter::1505028132226703368/posts_active)

- [--] Week [--] -22%
- [--] Month [---] -7.20%
- [--] Months [---] +46%
- [--] Year [-----] +5%
### Followers: [------] [#](/creator/twitter::1505028132226703368/followers)

- [--] Week [-----] +0.54%
- [--] Month [-----] +1.70%
- [--] Months [-----] +16%
- [--] Year [-----] +43%
### CreatorRank: [-------] [#](/creator/twitter::1505028132226703368/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) 56.87% [stocks](/list/stocks) 22.9% [countries](/list/countries) 15.65% [cryptocurrencies](/list/cryptocurrencies) 5.34% [technology brands](/list/technology-brands) 3.82% [social networks](/list/social-networks) 2.29% [travel destinations](/list/travel-destinations) 1.15% [currencies](/list/currencies) 0.76% [nhl](/list/nhl) 0.38% [financial services](/list/financial-services) 0.38%
**Social topic influence**
[stocks](/topic/stocks) #2198, [$tto](/topic/$tto) #16, [bullish](/topic/bullish) 9.16%, [$cnq](/topic/$cnq) #11, [dividend](/topic/dividend) #94, [bearish](/topic/bearish) 8.02%, [buying](/topic/buying) #814, [money](/topic/money) 6.87%, [canada](/topic/canada) 6.11%, [gas](/topic/gas) 6.11%
**Top accounts mentioned or mentioned by**
[@bubleqe](/creator/undefined) [@thewiseic](/creator/undefined) [@nuggetcapital](/creator/undefined) [@taobanker](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@rynokinsight](/creator/undefined) [@jmacvbvbv](/creator/undefined) [@fullscopewelds](/creator/undefined) [@cubedpermian](/creator/undefined) [@gabfedfra](/creator/undefined) [@inthemoneypod](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@parrafincontrol](/creator/undefined) [@rumcoke192361](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@truflation](/creator/undefined) [@zethuscap](/creator/undefined) [@bdepardell](/creator/undefined) [@gary79699215](/creator/undefined) [@segen1971](/creator/undefined)
**Top assets mentioned**
[Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Windoge98 (EXE)](/topic/$exe) [Lineage, Inc. (LINE)](/topic/$line) [EQT, Corp. (EQT)](/topic/$eqt) [Nomad Foods Limited (NOMD)](/topic/$nomd) [Veren Inc. (VRN)](/topic/$vrn) [Aethir (ATH)](/topic/$ath) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Bitcoin Gold (BTG)](/topic/$btg) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Diamondback Energy Inc (FANG)](/topic/$fang) [Arweave (AR)](/topic/$ar) [Suncor Energy, Inc. (SU)](/topic/$su)
### Top Social Posts
Top posts by engagements in the last [--] hours
"NCP IS LONG $TAP SINCE LAST MONTH. Still love the food space & beer is a consumer staple. This market is the bull thesis for alcohol stocks This market is the bull thesis for alcohol stocks"
[X Link](https://x.com/NuggetCapital/status/2018852624288915639) 2026-02-04T01:02Z [----] followers, [----] engagements
"$CNQ trading around 9x EBITDA last time I checked. Only thing saving these names right now seems to be a rotation out of tech which is getting killed. Good luck to the longs. Never had less interest to invest in mainstream Canadian oilsands names in my life. Not $CNQ or the Canadian oil sands ๐ Not $CNQ or the Canadian oil sands ๐"
[X Link](https://x.com/NuggetCapital/status/2019543893772235212) 2026-02-05T22:49Z [----] followers, 13.7K engagements
"$FNV $GDX Franco-Nevada recognized as having the smartest people in the industry onboard. Selling their shares as fast as they can before it tanks. "This time is different - the rally is just getting started buy hard assets." - A gold bug probably"
[X Link](https://x.com/NuggetCapital/status/1991824598405701685) 2025-11-21T11:02Z [----] followers, [----] engagements
"$TRI / $TRI.TO. Hope the analysts still like the stock. Targets in excess of 3x where stock is now trading at. The NCP's most Jr Analyst failed Thomson Reuters on the first round of DD check due to insider selling en masse. Didn't even make it to the BOLs table for consideration"
[X Link](https://x.com/NuggetCapital/status/2019505152550428874) 2026-02-05T20:15Z [----] followers, [----] engagements
"$T.TO CEO bailing to cash out his shares before the inevitable A cut is still our base case. Telus will re rate but downwards. Banker takes over at TELUS. I think the risk of a dividend cut just went up a notch. $T.TO. Scotia analyst comments: https://t.co/1xCatlaA9S Banker takes over at TELUS. I think the risk of a dividend cut just went up a notch. $T.TO. Scotia analyst comments: https://t.co/1xCatlaA9S"
[X Link](https://x.com/NuggetCapital/status/2021974797211906140) 2026-02-12T15:48Z [----] followers, [----] engagements
"If long bond rips in [----] a lot of people will see their investment thesis upended. Gonna he hilarious. Deflation not inflation. 830am ain't far away. ๐ฟ CNBC got it right - per my post earlier (below) the demand is there for $TLT. One of the US's best performing auctions. Sentiment turning - now is the time to buy Price target $120. Video courtesy of:@1CoastalJournal https://t.co/hQCRUS41sK CNBC got it right - per my post earlier (below) the demand is there for $TLT. One of the US's best performing auctions. Sentiment turning - now is the time to buy Price target $120. Video courtesy"
[X Link](https://x.com/NuggetCapital/status/2022175003807297755) 2026-02-13T05:04Z [----] followers, [----] engagements
"THE BAD BEES: $BTE.TO $BIR.TO & MALI-BASED $BTO.TO AMONGST THE MOST SHORTED STOCKS ON THE TSX OVER THE PAST TWO WEEKS"
[X Link](https://x.com/NuggetCapital/status/1814310951513940319) 2024-07-19T14:46Z [----] followers, [----] engagements
"$BTG $BTO.TO impressive net loss of $631 million dollars due to rising costs on their Nunavut mine. You wonder why the average investor is not jumping into gold stocks. This one has also seen net insider selling over the past year too. lol"
[X Link](https://x.com/NuggetCapital/status/1854304008980095112) 2024-11-06T23:25Z [----] followers, [----] engagements
"$FRU.TO insiders pile into equity raise on the US acquisition. Well at least that is a good look. All Canadian royalty oil cos still seeing insider buys of late: $PSK.TO $SRR.V. However $FNV / $FNV.TO (gold royalty) insiders won't touch their stock"
[X Link](https://x.com/NuggetCapital/status/1867759439618748906) 2024-12-14T02:32Z [----] followers, [----] engagements
"$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) 2025-01-29T01:44Z [----] followers, [----] 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) 2025-02-28T01:53Z [----] followers, [----] 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) 2025-09-05T23:48Z [----] followers, [----] engagements
"TD report on $TOU.TO. They were already in the bear camp. Believe they still have a buy/outperform on the Baytex but they are far more neutral on Tourmaline"
[X Link](https://x.com/NuggetCapital/status/1986301725838377438) 2025-11-06T05:16Z [----] followers, [----] engagements
"NCP told you $BCE.TO div was toast while the TV pros were making it a top pick. Then we nailed $RCI.B in 1H which has been a top performer. Was bearish $T.TO to start year and more bearish now. 2nd most expensive teleco in NAM @ 8.2x ev/ebitda (inc USA) bcuz of unsustainable div. Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds. https://t.co/wLkczwEHeR Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds. https://t.co/wLkczwEHeR"
[X Link](https://x.com/NuggetCapital/status/1988007323420553467) 2025-11-10T22:14Z [----] followers, [----] engagements
"Insiders pounding at $LINE. Seth Klarman loading up on $COLD. Is the bottom in yet @TheBenSchmark @taobanker . Trump lifting tariffs on food can't be bearish either"
[X Link](https://x.com/NuggetCapital/status/1990795238592688146) 2025-11-18T14:52Z [----] followers, [----] engagements
"If you want to bet on a top dog which has been a dog and now considered an underdog consider investing in $TOU.TO. Mike Rose is Canada's most aligned insider and him and his team are buying all year. They have a monopoly over the BC Montney which will pay off at some point"
[X Link](https://x.com/NuggetCapital/status/1992371753163821201) 2025-11-22T23:16Z [----] followers, 15.8K engagements
"FULL DISCLOSURE: This "pro" $TOU.TO Tweet does not implicate me in the $PEY.TO - Tourmaline battle. I just see the two different and Mike Rose is a builder. Probably the entire company will be sold eventually. He's putting his money where his mouth is and nobody else is selling. If you want to bet on a top dog which has been a dog and now considered an underdog consider investing in $TOU.TO. Mike Rose is Canada's most aligned insider and him and his team are buying all year. They have a monopoly over the BC Montney which will pay off at some point. https://t.co/CM3rmoA6s0 If you want to bet"
[X Link](https://x.com/NuggetCapital/status/1992431203434340401) 2025-11-23T03:13Z [----] followers, [----] engagements
"Oh my. A $5 price target on $T.TO after analyzing the debt stack amidst worsening fundies. The Nugget Capital Partners had a $13 target post cut. Maybe still too high. Hard to throw a PT on it with this much BS cleanup pending. Would need to look further at the breakdown of the debt. In this recent environment the fundamentals are a disaster. Probably worth very little $5 Big question is where is the new (roe) profitability level in telcos Hard to throw a PT on it with this much BS cleanup pending. Would need to look further at the breakdown of the debt. In this recent environment the"
[X Link](https://x.com/NuggetCapital/status/1992988640394215608) 2025-11-24T16:08Z [----] followers, [----] engagements
"$T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not cut it because if they do my guess is that it will fall below Bell as the yield would also be lower. TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends https://t.co/t4jdoIlvJk TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends https://t.co/t4jdoIlvJk"
[X Link](https://x.com/NuggetCapital/status/1994071481295204565) 2025-11-27T15:51Z [----] followers, 13K engagements
"Agree @taobanker. Added $MAA last month. Should probably add more but hold US apartments thru Canadian listed tickers. CNBC front page = time to buy $MAA $NEN CNBC front page = time to buy $MAA $NEN"
[X Link](https://x.com/NuggetCapital/status/1995866252787745107) 2025-12-02T14:42Z [----] followers, [----] engagements
"$T.TO dropping like a stone this morning. Understand the difference between tax loss selling & front running a looming div cut selling. Meanwhile $BCE.TO which has righted its wrong has been upgraded again and continues its ascent. @zethuscap $QBR.B continues to defeat everybody $T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not cut it because if they do my guess is that it will fall below Bell as the yield would also be lower. $T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not"
[X Link](https://x.com/NuggetCapital/status/1999127466892206101) 2025-12-11T14:41Z [----] followers, [----] engagements
"@TheWiseIC @oilrambo @zethuscap Thanks for the back up. Agree we had the right telecom calls all year. Let's see what the next [--] months look like. Market cutting the dividend for $T.TO. $BCE.TO outperform from here. Book it and revist next year"
[X Link](https://x.com/NuggetCapital/status/1999239942631805397) 2025-12-11T22:08Z [----] followers, [---] engagements
"@oilrambo @TheWiseIC @zethuscap Something tells me $T.TO is going to have a lot of salty bagholders by YE. I think the market cuts the dividend for the company. GO back & see $BCE.TO $RCI.B & $QBR.B tweets. Our camp has been spot on for past couple years in the space. Telus will be icing on cake for our team"
[X Link](https://x.com/NuggetCapital/status/1999253145151766633) 2025-12-11T23:01Z [----] followers, [---] engagements
"POLL: What Canadian company is most likely to cut their dividend in [----] $CJ.TO $T.TO $AP.UN Cardinal Energy Telus Other (state) Allied Properties Cardinal Energy Telus Other (state) Allied Properties"
[X Link](https://x.com/NuggetCapital/status/1999254087095767268) 2025-12-11T23:04Z [----] followers, [----] engagements
"NCP OIL & GAS STOCK BUYZONE $ARX.TO $18 $BTE.TO $1 $CJ.TO $5 $CNQ.TO $38 $CVE.TO $19 $EOG $85 $ESI.TO $1.75 $EXE $75 $FANG $100 $GFR.TO $6.40 $KEL.TO $6 $IPCO.TO $19 $OVV.TO $39 $PPL.TO $48 $PSK.TO $21 $SCR.TO $23 $SU.TO $37 $TOU.TO $57 $TNZ.TO $23 $WCP.TO $7 $VET.TO $8"
[X Link](https://x.com/NuggetCapital/status/2001917805491630390) 2025-12-19T07:29Z [----] followers, [----] engagements
"Only guys buying $T.TO are the same crowd who thought buying other nonsense dividend stocks ahead of cuts were good ideas. The insider buying here doesn't mean much. Just a bunch of execs hoping they don't get canned. Bought more $t.to. huge upside Bought more $t.to. huge upside"
[X Link](https://x.com/NuggetCapital/status/2003533789985743349) 2025-12-23T18:30Z [----] followers, 10K engagements
"Remember in 1H NCP crushed it in conventional teleco with a top pick in $RCI.B when the former bulls were in tears and throwing in the towel. I called out $T.TO as a dog (still red YTD) and last couple years bet against $BCE.TO openly. Ask @joinyellowbrick (see below) for proof. Nugget was wrong about $wcp.to and now he will be wrong about $t.to Nugget was wrong about $wcp.to and now he will be wrong about $t.to"
[X Link](https://x.com/NuggetCapital/status/2005827233902891089) 2025-12-30T02:24Z [----] followers, [----] engagements
"$T.TO bagholders getting all excited that a super rich underperforming executive is buying shares. Honestly his ownership multiple is barely above the minimum requirement. Given he is raking in $18 million dollar per year the least he can do is stand in solidarity w/ bagholders. $T Telus CEO Darren Entwistle bought another $974k worth of shares a few days after buying over $3.3m worth of shares. He believes. https://t.co/REDOmDrPzk $T Telus CEO Darren Entwistle bought another $974k worth of shares a few days after buying over $3.3m worth of shares. He believes. https://t.co/REDOmDrPzk"
[X Link](https://x.com/NuggetCapital/status/2006202326374105522) 2025-12-31T03:14Z [----] followers, [----] engagements
"$T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising debt flat revenue and soaring interest costs what can go wrong Roger My guess is ALOT" - a BOL staffer @ NCP (see below) @NuggetCapital The equity has permanently eroded due to the additional debt burden. Capital structure [---]. Not sure why $T longs are so convinced the stock needs to go back to where it used to trade. @NuggetCapital The equity has permanently eroded due to the additional debt burden. Capital structure [---]. Not sure why $T longs are so convinced the stock needs to go back to"
[X Link](https://x.com/NuggetCapital/status/2006438780291657847) 2025-12-31T18:54Z [----] followers, [----] engagements
"@dev4stating I don't think. Baa3 rated bonds on [--] year debt isn't bullish at all for $T.TO"
[X Link](https://x.com/NuggetCapital/status/2007142443691737091) 2026-01-02T17:30Z [----] followers, [---] engagements
"@ValueNotDeadYet @TheWiseIC I totally agree with you. Instead of buying $T.TO you can buy a higher coupon bond with duration. The interest payments will continue (no dividend cut risks) and you will get a nice bout of torque if long bond yields come down. Way more appealing then something like Telus"
[X Link](https://x.com/NuggetCapital/status/2008253418692112514) 2026-01-05T19:05Z [----] followers, [---] engagements
"OFF THE NOVEMBER HIGHS: $UNG -31% $RRC -15% $EXE -14% $AR -13% $EQT -12% YOU CAN FOOL SOME PEOPLE. YOU CAN'T FOOL ME OR THE TEAM AT NCP. LIKE SETH KLARMAN SAYS: BUYING AGAINST INSIDER SELLING IS NOT SMART. LOOKING FOR ANOTHER 10% DECLINE'ISH. THEN WE BUY. ROGER N-L. Would you load up on US #natgas E&P stocks From the back office desk: "Hell no Roger." $AR $EQT seeing massive insider selling. MASSIVE. Change my mind that it doesn't matter bulls. https://t.co/01MoQ2674W Would you load up on US #natgas E&P stocks From the back office desk: "Hell no Roger." $AR $EQT seeing massive insider"
[X Link](https://x.com/NuggetCapital/status/2008698082490552697) 2026-01-07T00:31Z [----] followers, [----] engagements
"Well I am pretty sure Eric Nuttall said $EQT was going to buy back all their shares along with a few other shale #natgas cos. "I don't buy it but it's cute." A BOL @ NCP $EQT sharecount expansion (I'd show CHK's but its infinite) https://t.co/ILc63XEOJK $EQT sharecount expansion (I'd show CHK's but its infinite) https://t.co/ILc63XEOJK"
[X Link](https://x.com/NuggetCapital/status/2009341392997503130) 2026-01-08T19:08Z [----] followers, [----] engagements
"Good point. If Mag7 falls we'd all live happier. I am 10% consumer staples in case the tariff get overturned and/or there is some big tech sell-off. Risk-reward is good. Energy can do good in this scenario to but doesn't feel as clear to me with Trump throwing fire at helm. @NuggetCapital Its up because Mag7 is down 2% which is enough money to trigger a Momo rotation at AQR and Qube (hated Consumer sector also ripping on IEEPA reversal bets). Its not more meaningful than that despite the Oilpoors conspiracy theories @NuggetCapital Its up because Mag7 is down 2% which is enough money to"
[X Link](https://x.com/NuggetCapital/status/2009381650329682139) 2026-01-08T21:48Z [----] followers, [----] engagements
"AND YOU THINK GENERALISTS BUYING YOUR STOCK AND GETTING [---] LIKES ON X IS A BULLISH INDICATOR $ARX.TO. "THAT'S HILLARIOUS ROGER. I JUST SPIT OUT MY COFFEE." -A BOL @ NCP. 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." ๐ https://t.co/nfeFr7LEgr Rebecca Teltscher says nothing in the USA is investable right now. One of her top picks is $ARX.TO the other is $CNQ. She likes their premium assets with embedded growth. "You are getting paid to"
[X Link](https://x.com/NuggetCapital/status/2009704333315821789) 2026-01-09T19:10Z [----] followers, [----] engagements
"$ARX.TO taking a kicking on a day all other names ripped. Back in November NCP highlighted the huge volume sparked reason for concern after the bad well results at Attachie a key development project for Arc. Still meaningless or did Team Terry's luck run dry $ARX.TO The big boys always know before the little guy gets clocked. Cautioned on unusual activity on the September dump. Could be related maybe nothing. Either way a red flag for me. $ARX.TO The big boys always know before the little guy gets clocked. Cautioned on unusual activity on the September dump. Could be related maybe nothing."
[X Link](https://x.com/NuggetCapital/status/2011192660342521934) 2026-01-13T21:44Z [----] followers, 14K engagements
"@TheWiseIC Arc will have dip buyers until they get bad news should it come. They still have a 'good reputation' to work off. But the selling seems meaningful. Even Nuttall has been dumping $ARX.TO according to the latest filings"
[X Link](https://x.com/NuggetCapital/status/2011205944110104788) 2026-01-13T22:37Z [----] followers, [---] engagements
"Many such cases of div cut stocks seeing rebounds immediately. $NPI.TO $T.TO even $AP.UN none of them are cheap but people think they are because the stock price fell a lot. Fundamental issues with all [--]. Give it some time. Too early to take bravado lap. I fully expect more pain. @TSXDivStock What are things @NuggetCapital should have tweeted. @TSXDivStock What are things @NuggetCapital should have tweeted"
[X Link](https://x.com/NuggetCapital/status/2011249623017673165) 2026-01-14T01:30Z [----] followers, [----] engagements
"@BB19043 $ARX.TO ERIC NUTTALL AND HIS GEOLOGIST PARTNER ARE RUNNING FOR THE HILLS. EVEN THE CANOE GUY SZYBUNKA IS UNLOADING. THIS DOES NOT LOOK GOOD AT ALL"
[X Link](https://x.com/NuggetCapital/status/2011267846408655219) 2026-01-14T02:43Z [----] followers, [----] engagements
"@BDEPardell $SQQQ . Big Tech stocks due for a big drop"
[X Link](https://x.com/NuggetCapital/status/2011998575476068757) 2026-01-16T03:06Z [----] followers, [----] engagements
"STRIP DIVIDEND PAYOUT FOR CANADIAN E&P. HOW MUCH TROUBLE IS $CNQ / $CNQ.TO IN"
[X Link](https://x.com/NuggetCapital/status/2012116416036778444) 2026-01-16T10:55Z [----] followers, 11.4K engagements
""$1.3bn in share buybacks" but the sharecount doesn't barely ever drop. Gonna take more then that champ. Unfortunately as I have been saying past 2-3 years $CNQ has very little FCF after the dividend. Hence they heavily underperformed the likes of $IMO $ATH.TO etc who buyback. @NuggetCapital Did Murray Edwards run over your dog or something Cash flow is not an issue for CNQ. They had share buybacks of over $1.3B in [----]. Expectations of higher commodity prices in [----]. There will be another divvy increase in [----] Q2. Sorry Rog. @NuggetCapital Did Murray Edwards run over your dog or something"
[X Link](https://x.com/NuggetCapital/status/2012369479636852944) 2026-01-17T03:40Z [----] followers, [----] engagements
"@taobanker Just to clarify largest 'food' holding not holding in general. But I did up my position on Friday. $NOMD getting taken down by some US issues like SNAP concerns despite having no SNAP exposure. Think space moves big when earning growth becoming positive again. This year"
[X Link](https://x.com/NuggetCapital/status/2012555275882869175) 2026-01-17T15:59Z [----] followers, [----] engagements
"100% truth on $CNQ. IMHO they (the CNRL compounder bro army) never admit they are wrong no matter how many years' pass. When Baytex outperforms you if you are not doubting "GOAT" status of the aforementioned bro check yourself in. @cwietz1 @NuggetCapital Lets slow it down even further for you. In [----] CNQ spent 76% of fcf on its dividend. Based off strip prices for [----] and [----] that % goes up to 95% for both years leaving a meagre 5% of fcf for buying back shares. @cwietz1 @NuggetCapital Lets slow it down even further for you. In [----] CNQ spent 76% of fcf on its dividend. Based off strip"
[X Link](https://x.com/NuggetCapital/status/2012680554890576044) 2026-01-18T00:16Z [----] followers, [----] engagements
"@BDEPardell @jim_duffus @ng_TO1 Looks like Fidelity is unloading $ARX.TO bigtime. They must own in diff funds. From the latest 13F"
[X Link](https://x.com/NuggetCapital/status/2012707011738157522) 2026-01-18T02:02Z [----] followers, [---] engagements
"@taobanker $NOMD $LINE $KHC for the moment. I have to do more research on $CAG. Personally found out I like their frozen food which I buy occasionally when on the go as it is healthy and tastes good so I can vouch for product being in style"
[X Link](https://x.com/NuggetCapital/status/2012712211135832522) 2026-01-18T02:22Z [----] followers, [----] engagements
"SHOTS FIRED FROM THE BASKIN CAMP TO GOLD BROS Noted portfolio manager @BarrySchwartzBW likens buying gold stocks here to the marijuana frenzy. "Investing is not that easy." says Schwartz. Margin for gold producers is $2000+ an ounce. Scarcity gone https://www.bnnbloomberg.ca/video/shows/the-open/2026/01/19/people-need-to-understand-how-volatile-commodity-prices-are-schwartz/ https://www.bnnbloomberg.ca/video/shows/the-open/2026/01/19/people-need-to-understand-how-volatile-commodity-prices-are-schwartz/"
[X Link](https://x.com/NuggetCapital/status/2013370663029838042) 2026-01-19T21:59Z [----] followers, [----] engagements
"@BeCurious_5 $T.TO IS HARDER TO GAUGE. YOU HAD A REBOUND FROM THE CLUELESS DIVIDEND DOGS AND SUCKERS WHO THOUGHT A BUNCH OF RICH GUYS BUYING A FEW SHARES IS BULLISH. I EXPECT THEM TO CUT DIVIDEND. HOWEVER TOUGH SHORT W/ HIGH CARRY"
[X Link](https://x.com/NuggetCapital/status/2015620241246638339) 2026-01-26T02:58Z [----] followers, [---] engagements
"@BeCurious_5 Seems like it has hurt the narrative/growth. Also the telecom war which is mostly over and entry of low cost carriers like Freedom Mobile. High debt and higher rates which haven't gone done on the long-end at all. Very bearish for Telus in my opinion. $T.TO"
[X Link](https://x.com/NuggetCapital/status/2015621158758973475) 2026-01-26T03:01Z [----] followers, [---] engagements
"$CJ.TO which has an unsustainable dividend and a 'whole lotta low decline high opex stripper wells' is making mince meat out of all the big boys for the most part flossing a 9x ev/ebitda multiple which is higher then Canadian Natural Resources. Has Canadian energy re-rated For example $CJ.TO with a higher multiple then mighty $EOG & even the big dog $CNQ. Canadians love their unsustainable dividends. https://t.co/ndIIByk7wv Has Canadian energy re-rated For example $CJ.TO with a higher multiple then mighty $EOG & even the big dog $CNQ. Canadians love their unsustainable dividends."
[X Link](https://x.com/NuggetCapital/status/2016014819887907222) 2026-01-27T05:06Z [----] followers, [----] engagements
"THE QUESTION THAT #TEAMTERRY $ARX.TO IS PROB GETTING ASKED OFTEN IN WHISTLER IS WHETHER THERE ARE GHOSTS IN THE CLOSET. HE THINKS HE CAN FIX THE PROBLEMS BUT SKEPTICS SAY IF A FIX IS POSSIBLE A PROBLEM EXISTS "NOBODY WANTS TO GET PIPED ROGER." -A SENIOR MIDSTREAM ANALYST @ NCP Needless to say but next earnings will be important for $ARX.TO. So far we are seeing lower lows lower highs and a failed breakout attempt. #oott #eft #com https://t.co/RGL3ym8P1x Needless to say but next earnings will be important for $ARX.TO. So far we are seeing lower lows lower highs and a failed breakout attempt."
[X Link](https://x.com/NuggetCapital/status/2016245533937934737) 2026-01-27T20:22Z [----] followers, [----] engagements
"$ARX.TO. Canadian investment tycoon @km66chu has some concerns. @NuggetCapital Coming reserve report for [----] is where the pipe will be @NuggetCapital Coming reserve report for [----] is where the pipe will be"
[X Link](https://x.com/NuggetCapital/status/2016299131791093885) 2026-01-27T23:55Z [----] followers, [----] engagements
"Many good permabulls are in gold stocks because they think the US will just print money. But they forget that many gold miners just print shares - a longstanding trend see below. Will this time be different Doubt it. But price drives narrative for now. $ABX $NEM $BTG"
[X Link](https://x.com/NuggetCapital/status/2016349879040139480) 2026-01-28T03:17Z [----] followers, 12.2K engagements
"$CSU.TO now down 22% from this cryptic NCP warning from our back office department. Were the Edmonton Oilers the same after losing Wayne Gretzky Of course not. So why would Constellation Software be the same after losing the warlock Mark Leonard. Think about that bulls. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep going up. Looking like a tired race horse here. In-house algo noted once CSU bros who used to despise oil waltzed into $CNQ it was pretty much game over. That was [----]. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep"
[X Link](https://x.com/NuggetCapital/status/2016350773320286418) 2026-01-28T03:21Z [----] followers, [----] engagements
"@BubleQe @FullScopeWelds Also $AP.UN which was a top pick of Scotia and a top short idea for me. I just don't see how $T.TO mitigates it without a signifciant decline in long bond interest rates. Would love to see it. Future downgrades are possible which will raise borrowing costs as well. Prob wrong"
[X Link](https://x.com/NuggetCapital/status/2016692079867424833) 2026-01-29T01:57Z [----] followers, [---] engagements
"@tclaugus2 What about $NOMD added it in size and bought more already into [----] on the pullback. Pretty excited for that one and hope we see a turnaround there. Rotational flows would be epic if it continues"
[X Link](https://x.com/NuggetCapital/status/2017404671904698709) 2026-01-31T01:08Z [----] followers, [----] engagements
"My question for @Cole_Smead on his @inthemoneypod is why is Smead known for investing in oil when his largest position by far in the fund is a commercial real estate #REIT $SPG. If this is correct does Smead plan to start a REIT Mafia (REIT mafia has a real pro context btw) Live Q&A Send your questions to me on DM @SmeadCap or to @baystreetamber for Monday. We are looking forward to them Live Q&A Send your questions to me on DM @SmeadCap or to @baystreetamber for Monday. We are looking forward to them"
[X Link](https://x.com/NuggetCapital/status/2017408283833721128) 2026-01-31T01:23Z [----] followers, [----] engagements
"@Gary79699215 @tclaugus2 Will take a look. I'm generally looking at defensive rather then growth-high multiple cos. So many are starting to unwind. A case like $NOMD or even a $GIS has seen EBITDA contraction but could easily return to positive territory this year but trades low multiple/defensive"
[X Link](https://x.com/NuggetCapital/status/2017411430610358320) 2026-01-31T01:35Z [----] followers, [---] engagements
"@rockcreekfreak @TheJanard @parrafincontrol @KramerKarma1 @calvinfroedge Oil guys going gold bulls is bearish AF RCF"
[X Link](https://x.com/NuggetCapital/status/2017824990989586433) 2026-02-01T04:59Z [----] followers, [---] engagements
"@TheWiseIC What is your thesis on $BAM"
[X Link](https://x.com/NuggetCapital/status/2018805874337435731) 2026-02-03T21:56Z [----] followers, [----] engagements
"@RumCoke192361 As long as you have an Iran carrot dangling there and a flood of debasement headlines everyday generalist investors/FM use $CNQ as their go to play. It's a short here tho along with a number of other names in my opinion (high conviction.)"
[X Link](https://x.com/NuggetCapital/status/2019137150500106354) 2026-02-04T19:53Z [----] followers, [---] engagements
"@cubedpermian New type of contrarian investor. Find the highest multiple oil stock and get bullish. $Hwx.to and $Cj.to battling it out for first place"
[X Link](https://x.com/NuggetCapital/status/2019138592753479795) 2026-02-04T19:58Z [----] followers, [---] engagements
"$GFR was my top oil pick in [----]. Wrote about it in December and published. So far crushing the overvalued over owned $CNQ. Just saying. @NuggetCapital been trading commodities for [--] years here.from a vet trader just admit mistakes.looks better and not a big deal. @NuggetCapital been trading commodities for [--] years here.from a vet trader just admit mistakes.looks better and not a big deal"
[X Link](https://x.com/NuggetCapital/status/2019177467483754790) 2026-02-04T22:33Z [----] followers, [----] engagements
"Excellent @inthemoneypod listen with @Cole_Smead. Wonder what diversified Canadian REIT he's looking at/in. $HR.UN - an NCP top pick Also get out of $QQQ while you still can. $5bn AUM two man band must be doing something right there. Highly rec'd listen. ๐จ new episode THE REVENGE OF THE VALUE INVESTOR Don't miss @Cole_Smead and his father Bill on why it's value's turn to outperform (and why that includes Canadian stocks) TUNE IN NOW Apple: https://t.co/URebohKaFA Spotify: https://t.co/6ZacCiVL38 YouTube: https://t.co/n2KJblNtTW ๐จ new episode THE REVENGE OF THE VALUE INVESTOR Don't miss"
[X Link](https://x.com/NuggetCapital/status/2019432425026355489) 2026-02-05T15:26Z [----] followers, [----] engagements
"They laughed at us in REITs. They ain't laughing anymore. Still early in the REIT cycle. YOU CANT PRINT REAL ESTATE YOU CANT PRINT LAND Except REITs are doing surprisingly well right now. They are the anti-AI asset class :) Except REITs are doing surprisingly well right now. They are the anti-AI asset class :)"
[X Link](https://x.com/NuggetCapital/status/2019534810604290346) 2026-02-05T22:13Z [----] followers, [----] engagements
"@BB19043 @arcresources $ARX.TO guidance pull is definitely bullish. Right ๐ณ"
[X Link](https://x.com/NuggetCapital/status/2019544925260640352) 2026-02-05T22:53Z [----] followers, [----] engagements
"I'm gonna load up on physical including that World Series memorable coin set when silver hits $30 again in a few weeks. SILVER SLUMPED AS MUCH AS 20% ERASING ITS RECENT REBOUND AS SPECULATIVE FLOWSLED BY CHINADROVE EXTREME VOLATILITY NOT SEEN SINCE [----] AND LEFT THE MARKET SEARCHING FOR A FLOOR NEAR $70 AN OUNCE. SILVER SLUMPED AS MUCH AS 20% ERASING ITS RECENT REBOUND AS SPECULATIVE FLOWSLED BY CHINADROVE EXTREME VOLATILITY NOT SEEN SINCE [----] AND LEFT THE MARKET SEARCHING FOR A FLOOR NEAR $70 AN OUNCE"
[X Link](https://x.com/NuggetCapital/status/2019555820934234333) 2026-02-05T23:36Z [----] followers, [----] engagements
"$ARX.TO pulled guidance and the 'big boys' are saying this is maximum bearish. They think there is mega downside tomorrow. I'm not too smart but one thing I learned in O&G is not to disrespect these types of volume. Insiders almost always leak 'some' information to their allies. $ARX.TO taking a kicking on a day all other names ripped. Back in November NCP highlighted the huge volume sparked reason for concern after the bad well results at Attachie a key development project for Arc. Still meaningless or did Team Terry's luck run dry https://t.co/owKQCO5WOa $ARX.TO taking a kicking on a day"
[X Link](https://x.com/NuggetCapital/status/2019562669683208445) 2026-02-06T00:03Z [----] followers, [----] engagements
"@Jmacvbvbv No position. I don't need the headache and trade overhang. Think it does fine but see better opportunities elsewhere. I am also 100% USA"
[X Link](https://x.com/NuggetCapital/status/2019564902109589937) 2026-02-06T00:12Z [----] followers, [---] engagements
"@VanIsleInvestor I am not shorting. I was looking to potentially go long $ARX.TO. However my sources think there could be $4-5 downside based on losing the Attachie play so I am not planning to do anything tomorrow there. Maybe force Team Terry to swallow the poison pill like Veren did for M&A"
[X Link](https://x.com/NuggetCapital/status/2019590669480992977) 2026-02-06T01:55Z [----] followers, [----] engagements
"@TheWiseIC @JamesJstuartb He blocked me Bet he wish he didn't. RIP"
[X Link](https://x.com/NuggetCapital/status/2019784430940733485) 2026-02-06T14:45Z [----] followers, [---] engagements
"@Gabfedfra @BubleQe $CNQ goes up with macro flows. Fund managers buy it as a hedge for geopolitical risk. With Iran in the news you have had a flight to it. At 10x ebitda doubt it continues. If Trump makes deal w/ Iran they likely in trouble. 20% decline easily incoming"
[X Link](https://x.com/NuggetCapital/status/2020109897086443927) 2026-02-07T12:18Z [----] followers, [---] engagements
"@segen1971 @Gabfedfra @BubleQe See how it lasts. I think many energy stocks are overvalued now. People who buy here in numerous names could end up under water for years. Could be wrong but that's my hunch. Still opportunity but you need to be a lot more careful in an everything rally"
[X Link](https://x.com/NuggetCapital/status/2020517969139253362) 2026-02-08T15:19Z [----] followers, [--] engagements
"Takes big kahunas to say bonds will be the next "big" trade ๐บ "US T-bonds are the NBT (next big trade) May be a perfect trade: T-bonds going up mean lower inflation a top election issue." The Path Toward $10000 Bitcoin Includes a Bounce from $64000 - Here's how/why (my own-it or wear-it views): - $64k is a speedbump on the way back down roughly the mode from [----] the year that fueled the final silliness stage - Future generations will replace tulip mania The Path Toward $10000 Bitcoin Includes a Bounce from $64000 - Here's how/why (my own-it or wear-it views): - $64k is a speedbump on the"
[X Link](https://x.com/NuggetCapital/status/2020609349153141220) 2026-02-08T21:23Z [----] followers, [----] engagements
"Looks like the big boys are coming for #TeamTerry who has been nothing short of a disaster for equity holders at $ARX.TO after botching Attachie. Maybe another back door M&A play on the cheap A [---] million share block purchase. "That's too big to be Nuttall Roger.""
[X Link](https://x.com/NuggetCapital/status/2020993058070798552) 2026-02-09T22:47Z [----] followers, 15.1K engagements
"@TheWiseIC All members of the NCP team have taken the CSI Trader Course. I strongly rec'd this course/education to all newbie and mid level associates: https://www.csi.ca/en/learning/courses/ttc https://www.csi.ca/en/learning/courses/ttc"
[X Link](https://x.com/NuggetCapital/status/2020998259620081688) 2026-02-09T23:08Z [----] followers, [----] engagements
"Well at least natgas bros can take a sigh of relief here. Very little chance they are part of this commodities bubble in the view of NCP macro team. Oil too although I expect downside if there is a deal on Iran but probably not much. BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S. equities and megacap tech remain relatively stable. https://t.co/rA7aWaeMpn BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of"
[X Link](https://x.com/NuggetCapital/status/2021228631536624009) 2026-02-10T14:23Z [----] followers, [----] engagements
"EMPLOYMENT ROLLING OVER NUMBER WISE AT LEAST TRUMP OFFICIALS SOUNDING THE ALARM IN ADVANCE TO "PREP" THE MARKET INFLATION IS REALLY LOW @truflation RETAIL SPENDING IS DEAD AND EVERYBODY IS BULLED UP ON GROWTH STOCKS AND BEARISH BONDS. WHAT CAN GO WRONG PROBABLY A LOT. TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS"
[X Link](https://x.com/NuggetCapital/status/2021241829333643306) 2026-02-10T15:16Z [----] followers, [----] engagements
"@LonesomeC0wb0y @truflation Well we'll see. Let's see how the data impacts into week end. I'm not usually compelled by bonds and you'd be hard struck to find a PM on BNN who dares says they want exposure"
[X Link](https://x.com/NuggetCapital/status/2021285094644715560) 2026-02-10T18:08Z [----] followers, [--] engagements
"$AP.UN a top short idea of the team at Nugget Capital Partners (NCP) out with results that are far worse then even I expected. A $500 million dollar offering near all-time lows (and still not cheap) & Mike Emory is stepping done. Yikes. Could see 20-30% downside easily tomorrow. $AP.UN likely headed much much lower. Out tonight with a sneaky sneaky Shelf Prospectus signalling their intention to issue units. NCP properly projected their distribution cut early in the year & declared it remained a short after the cut. We think it could end up as a $0. https://t.co/jjYLdTdAEj $AP.UN likely headed"
[X Link](https://x.com/NuggetCapital/status/2021339728285663417) 2026-02-10T21:45Z [----] followers, [----] engagements
"@cubedpermian @rynokinsight @truflation Well bonds are a near-term hedge. I'll decide on whether to keep them or not. Already up 4% on my Pimco funds that I added at EOY so enjoying buying discounted NAV muni bond funds. Seem to be seeing inflows. If market sells off I beleive long bond could catch a bid without cuts"
[X Link](https://x.com/NuggetCapital/status/2021350738694373847) 2026-02-10T22:29Z [----] followers, [---] engagements
"@SA_VanInvestor @cubedpermian @rynokinsight @truflation Oh. Maybe bullish crypto scams revenueless tech etc I guess we'll see. If Trump boy wants lower rates pretty sure he gonna have to sacrifice $Qqq and big job reports. Anna Wong @AnnaEconomist who is sharp as a hawks beak says BIG revisions downward tomorrow"
[X Link](https://x.com/NuggetCapital/status/2021439599877460011) 2026-02-11T04:22Z [----] followers, [---] engagements
""I don't always buy get bullish oil stocks but when I do I wait until gasoline inventories are surging and Canadian E&P multiples are near all-time highs." US commercial petroleum inventories FELL by [---] MMbbl last week despite a BIG [---] MMbbl rise in commercial crude stocks. Gasoline stocks continued to rise (๐ฌ) while diesel stocks fell further back. Headline draw driven by nearly [--] MMbbl in other productlargely NGLsdeclines. https://t.co/p0X3Pq2yCT US commercial petroleum inventories FELL by [---] MMbbl last week despite a BIG [---] MMbbl rise in commercial crude stocks. Gasoline stocks"
[X Link](https://x.com/NuggetCapital/status/2021616719282721138) 2026-02-11T16:06Z [----] followers, [----] engagements
"@trapping_value $DOC is my US health care REIT"
[X Link](https://x.com/NuggetCapital/status/2021629091288690909) 2026-02-11T16:55Z [----] followers, [---] engagements
"@cubedpermian @Mintgecko We worked hard for our energy money since [----]. Endured the bagholder era under unfavourable policy hit it big post [----]. The new wave of energy investor today is chasing momentum/macro narratives. Still patches of company specific execution-ops but you have to be very careful"
[X Link](https://x.com/NuggetCapital/status/2021753104832643172) 2026-02-12T01:07Z [----] followers, [---] engagements
"You know President T is going to jerry rig it even if the Adobe Digital bros are right. I am a BIG FAN of Annie Wong here so I'll take her side as my "go-to" macro views on data anyday. So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital index. One shows inflation crashing 1% the other flags inflation at highest in [--] years. Bessent endorsed the former Wall Street pays a lot of attention to the https://t.co/VzR2IpXyfj So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital"
[X Link](https://x.com/NuggetCapital/status/2021796777775493480) 2026-02-12T04:01Z [----] followers, [----] engagements
"@plutusofcrete89 @VanIsleInvestor @BubleQe The only resi REIT I hold now in Canada is $NRR.UN. I will consider $CAR.UN if it pulls back to 52-week low"
[X Link](https://x.com/NuggetCapital/status/2022172017928347764) 2026-02-13T04:52Z [----] followers, [---] engagements
"#Copper alignment doesn't matter until it does. Insiders sold too early but these stocks run off narrative. Are people buying this trash the smart money I'd say they were last year. Buy it now and you get bagged. $ERO.TO $IVN.TO $CS.TO $FCX"
[X Link](https://x.com/NuggetCapital/status/2022803944708125158) 2026-02-14T22:43Z [----] followers, [----] engagements
"@skippy991 @MWG_Jamie @taobanker $Sap.to up 80% ytd. I remember some very wise investors telling me cheese milk both dead. First time i heard frozen food was dead though. love it"
[X Link](https://x.com/NuggetCapital/status/2012628640102523217) 2026-01-17T20:50Z [----] followers, [--] engagements
"You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most cases but congrats on the V. [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18% [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18%"
[X Link](https://x.com/NuggetCapital/status/2021245056485597432) 2026-02-10T15:29Z [----] followers, [----] engagements
"Looky looky. NCP was right about $BCE.TO $RCI.B $QBR.B and soon will be right about $T.TO when they cut the dividend and the company loses it multiple. Get out while you still can buy back after that. It is NOT priced in. TD analyst predicts a dividend cut (still recommends the stock as a BUY). $T.TO https://t.co/YDifM9h6XR TD analyst predicts a dividend cut (still recommends the stock as a BUY). $T.TO https://t.co/YDifM9h6XR"
[X Link](https://x.com/NuggetCapital/status/2022320546290057327) 2026-02-13T14:42Z [----] followers, [----] engagements
"@AncientSion Could be but I would rather wait until earnings. Most $T.TO investors hold it for the dividend and will feel betrayed. When it falls below peers multiple wise after capitulation then it is probably a buy like $BCE.TO was. People only chose Telus for the dividend so it will hurt"
[X Link](https://x.com/NuggetCapital/status/2022430210143228107) 2026-02-13T21:58Z [----] followers, [---] engagements
"Don't worry the Houthis & IRGs are going to close the Hormuz Straits by the time the Gerald Ford reaches the Gulf of Aden from Venezuela. Everything is going to work out for the guys buying midcap E&P at 12x ebitda and some US OFS cos at 17x ebitda. #OOTT $USOIL - Closed lower for a 2nd week in a row. It badly needs a U.S. strike in Iran to gain traction otherwise we may have seen an early intermediate term top just like the one last June. A weekly close below the [--] week MA will confirm that it made an intermediate top [--] weeks https://t.co/84v6pLyb7x $USOIL - Closed lower for a 2nd week in a"
[X Link](https://x.com/NuggetCapital/status/2022814147860132277) 2026-02-14T23:24Z [----] followers, [----] engagements
"@taobanker @Mr_Neutral_Man $COLD has more actionable catalysts short-term then $LINE. I agree and thought the same regarding pair trade. Lineage has a limited float and short interest now at 13%. COLD could sell international assets anyday and has a activist investor w/ now two board seats"
[X Link](https://x.com/NuggetCapital/status/2012554118141784530) 2026-01-17T15:54Z [----] followers, [---] engagements
"@BubleQe @FullScopeWelds Well I had no argument against $TD but I nailed a lot of dividend darling that people told me I was wrong on. $BCE $SPB $BIR to name few off the top of my head. $T.TO will be joining them in my view. Anything can go up in the s/t especially when analysts pumping & oversold"
[X Link](https://x.com/NuggetCapital/status/2016691825298333942) 2026-01-29T01:56Z [----] followers, [---] engagements
"$SU posted exceptional results but now the valuation is reflective of that. At 8x ev/ebitda it's trading about the same as $CNQ. There is no more valuation gap. If you buy Suncor here I'll be very surprised if you aren't down money by the end of the year. GL to da bullz"
[X Link](https://x.com/NuggetCapital/status/2018951930584977859) 2026-02-04T07:37Z [----] followers, [----] engagements
"Can someone ask the $T.TO insiders why they are buying Telus instead of $VZ With Verizon you get a nearly 7% yield lower multiple better growth prospects and higher FCF yield and 8x the market capitalization. Is an extra 3% really worth the div cut risk premium"
[X Link](https://x.com/NuggetCapital/status/2006936247567266077) 2026-01-02T03:51Z [----] followers, 13.5K engagements
"@taobanker @Mr_Neutral_Man I believe $LINE has better facilities and long-term potential then $COLD. They also have expected cost savings coming with their inhouse LineageOS automation software ($200m/year). If COLD sells international should help Line which has a lot of international assets as well"
[X Link](https://x.com/NuggetCapital/status/2012554998740037967) 2026-01-17T15:57Z [----] followers, [---] engagements
"The $T.To dividend army will NOT like what the CIBC banksters have just released. A startling 100% plus payout ratio all the way until [----]. But the good news perhaps is they have been dethroned by $RCI.B as the highest multiple teleco in Canada. Buy $BCE sell the other two. Can someone ask the $T.TO insiders why they are buying Telus instead of $VZ With Verizon you get a nearly 7% yield lower multiple better growth prospects and higher FCF yield and 8x the market capitalization. Is an extra 3% really worth the div cut risk premium https://t.co/yHJzhYJbtn Can someone ask the $T.TO insiders"
[X Link](https://x.com/NuggetCapital/status/2016612544299855970) 2026-01-28T20:41Z [----] followers, [----] engagements
"@TheWiseIC @DivGrojourney @PronkDaniel What is going on at $GSY.TO Loss provisions are soaring. Net income is slowing. Short interest climbing after the drop. WHAT DO THEY KNOW THAT YOU NEED TO KNOW"
[X Link](https://x.com/NuggetCapital/status/2016932410517017063) 2026-01-29T17:52Z [----] followers, [----] engagements
"The time to buy commodity stocks is when the outlook is grim and probably can't get any worse. lol. #natgas. @NuggetCapital at sub 1$ AECO @NuggetCapital at sub 1$ AECO"
[X Link](https://x.com/anyuser/status/1959777334522691834) 2025-08-25T00:38Z [----] followers, 66.3K engagements
"$WCP.TO bulls are going to like this: TD Bank analysts said they missed only $625 million dollars in FCF from their prior estimates. Something just doesn't add up here. NCP are very very suspect"
[X Link](https://x.com/NuggetCapital/status/1981283844373287022) 2025-10-23T08:57Z [----] followers, [----] engagements
"$AEM $GDX insiders are running for the hills as fast as they can. Looks like the Agnico Eagle jersey photo with the two Boyd sons' marked the official top. Insiders can't sell the stock fast enough none of them are buying. "It's probably a red flag." - Compliace Dept @ NCP. There's a fan with an $AEM jersey behind the umpire on a $50k ticket for Game [--] in the World Series and you are not selling your gold stocks Rip $GDX $GDXJ https://t.co/AZdSa8Z1XD There's a fan with an $AEM jersey behind the umpire on a $50k ticket for Game [--] in the World Series and you are not selling your gold stocks Rip"
[X Link](https://x.com/NuggetCapital/status/1991823612752609775) 2025-11-21T10:58Z [----] followers, [----] engagements
"@BubleQe @FullScopeWelds $T.TO has over $20bn of duration debt without the revenue growth. Their payout for the next few years in excess of 100% is just wreckless and dangerous. It trades at a a multiple premium to the largest US telecos with significantly larger margin of safety. Worst r/r of telecos"
[X Link](https://x.com/NuggetCapital/status/2016688847875195042) 2026-01-29T01:44Z [----] followers, [---] engagements
"Tough start to the year for some fallen Canadian leaders. $TRI / $TRI.TO getting clock cleaned. Very dangerous times to not know what you own in tech related stocks - including data service providers"
[X Link](https://x.com/NuggetCapital/status/2018695065560920333) 2026-02-03T14:36Z [----] followers, [----] engagements
"@WSB_redditor Tell me why we should I was actually going thru $TRI last night but it comes down to knowing what you own. Lots of disruptions happening of late. Even Bloomberg Terminal at mega risk in my opinion so guessing that's a risk for Reuters as well"
[X Link](https://x.com/NuggetCapital/status/2018697613420253302) 2026-02-03T14:46Z [----] followers, [---] engagements
"$GFR.TO / $GFR now up 27% from the time of writing in December against 12% for the $XEG.TO. Rec'd dumping then overvalued $SCR.TO before special payout around $44 to buy GFR which was heavily undervalued. Has worked out so far. @PerpetualValue @BrownMarubozu From my experience forced index buying is usually a good opportunity to unload especially when it violates fundamentals. IN my opinion that is the case of Strathcona. Obviously goes higher in the long run but tough to see upside from here. GL if hanging in. I like $GFR tho. @PerpetualValue @BrownMarubozu From my experience forced index"
[X Link](https://x.com/NuggetCapital/status/2020988429056557226) 2026-02-09T22:29Z [----] followers, [----] engagements
"PETER LINDER GETTING RICH OUT OF HIS MIND AT $TNZ.TO. "I DON'T KNOW WHAT TO DO WITH ALL THE MONEY." - PETER LINDER PROBABLY"
[X Link](https://x.com/NuggetCapital/status/2021615620924522770) 2026-02-11T16:01Z [----] followers, [----] engagements
"Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger.""
[X Link](https://x.com/NuggetCapital/status/2022443472540606976) 2026-02-13T22:51Z [----] followers, 16.6K engagements
"Time to add copper stocks $ERO.TO $CS.TO $IVN.TO ๐๐ BOOM Total exchange-monitored #copper stocks have exceeded [--] million tons after a 19th consecutive weekly build rising by [----] kt to [----] kt. All three major exchanges recorded increases led by Shanghai (+23.6 kt to [-----] kt) and London (+20.6 kt to [-----] kt). Activity https://t.co/GRaQtOBLBy BOOM Total exchange-monitored #copper stocks have exceeded [--] million tons after a 19th consecutive weekly build rising by [----] kt to [----] kt. All three major exchanges recorded increases led by Shanghai (+23.6 kt to [-----] kt) and London (+20.6 kt to"
[X Link](https://x.com/NuggetCapital/status/2022488558276108482) 2026-02-14T01:50Z [----] followers, [----] engagements
"$CSGP maybe buying information companies trading at 150x p/e wasn't a good idea. The bears are out in full force claiming this is evidence that the real estate market is imploding. FALSE. Claude is coming for them all. $JLL $CBRE but it can't code HARD ASSETS which NCP is buying"
[X Link](https://x.com/NuggetCapital/status/2022817041917374849) 2026-02-14T23:35Z [----] followers, [---] engagements
"The time to buy commodity stocks is when the outlook is grim and probably can't get any worse. lol. #natgas. @NuggetCapital at sub 1$ AECO @NuggetCapital at sub 1$ AECO"
[X Link](https://x.com/anyuser/status/1959777334522691834) 2025-08-25T00:38Z [----] followers, 66.3K engagements
"@NuggetCapital at sub 1$ AECO"
[X Link](https://x.com/anyuser/status/1959662773484359851) 2025-08-24T17:03Z [----] followers, 64.6K engagements
"#OIL STOCK BUYING CHECKLIST: โ Nuttall bearish โ Amrita calling for $40 โ Perma bulls selling oil to buy gas โ TradeOilStocks not buying โ Sankey bearish โ Kao bearish โ No Baskin podcast about CNRL past month โ Burnsco not liking Baytex for torque โ No #COM Spaces"
[X Link](https://x.com/anyuser/status/1917899724427825571) 2025-05-01T11:11Z [----] followers, 106.4K engagements
"Buying consumer staples at all time low valuation multiples seems like a prudent investment decision. What could go wrong Wow https://t.co/y85cC2sEQl Wow https://t.co/y85cC2sEQl"
[X Link](https://x.com/anyuser/status/1984605033850097863) 2025-11-01T12:54Z [----] followers, 102.2K engagements
"Wow Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof. Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof"
[X Link](https://x.com/anyuser/status/1984281018824851704) 2025-10-31T15:27Z 27.7K followers, 1.2M engagements
"All I know is that if oil goes into the $40s it is going to be a table pounding buy opportunity. If it goes into the $30s oil stocks likely offer life changing money opportunities (assuming you weren't all in ahead of time.) BRING IT ON HRH. FINAL FLUSH OF THE OIL BULLS OPEC not even halfway through with the voluntary cuts And once they get through the voluntary then they have the actual base quotas to unwind Oil market is tight ๐ OPEC not even halfway through with the voluntary cuts And once they get through the voluntary then they have the actual base quotas to unwind Oil market is tight ๐"
[X Link](https://x.com/anyuser/status/1918686211796832758) 2025-05-03T15:16Z [----] followers, 41.7K engagements
"WARREN PIES: Growth scare coming in Q1/Q2. Fed to cut more then expected. Second wave of inflation not coming. Disflation is coming. Labor market weakening. All music to the ears of the team at Nugget Capital Partners who are positioned for this. I enjoyed discussing the @3F_Research [----] Outlook w/ the excellent @jonfortt Thank you for having me on. https://t.co/zflVmIBAlG I enjoyed discussing the @3F_Research [----] Outlook w/ the excellent @jonfortt Thank you for having me on. https://t.co/zflVmIBAlG"
[X Link](https://x.com/anyuser/status/1867976242877899055) 2024-12-14T16:53Z [----] followers, 61.8K engagements
"I enjoyed discussing the @3F_Research [----] Outlook w/ the excellent @jonfortt Thank you for having me on. https://www.youtube.com/watchv=Kfn1MJhCI7k https://www.youtube.com/watchv=Kfn1MJhCI7k"
[X Link](https://x.com/anyuser/status/1867966899465671074) 2024-12-14T16:16Z 65K followers, 61.8K engagements
"WARREN PIES: 3-4 RATE CUTS COMING THIS YEAR AVOID RESOURCE STOCKS UNDERWEIGHT ENERGY OVERWEIGHT BONDS. US MARKET CAN'T HANDLE 7-HANDLE MORTGAGES. DISFLATION AND RATE CUTS ARE COMING. BRACE YOURSELF. I discussed some of these factors (and why we reduced equity exposure) w/ @ScottWapnerCNBC a week ago. https://t.co/hUKOQSSzwg I discussed some of these factors (and why we reduced equity exposure) w/ @ScottWapnerCNBC a week ago. https://t.co/hUKOQSSzwg"
[X Link](https://x.com/anyuser/status/1893461787221078329) 2025-02-23T00:44Z [----] followers, 83.2K engagements
"I discussed some of these factors (and why we reduced equity exposure) w/ @ScottWapnerCNBC a week ago. https://www.youtube.com/watchv=LspVl2G7t3g https://www.youtube.com/watchv=LspVl2G7t3g"
[X Link](https://x.com/WarrenPies/status/1893045071311736972) 2025-02-21T21:08Z 64.3K followers, 121.8K engagements
"While he pretends to care about the middle class and students it's important to note that even @theJagmeetSingh wife @gurkirankaur_ wears a #Rolex. Looks like a diamond dial datejust. The man of the people my backside. ๐ #cdnpoli #bcpoli #burnaby #jagmeetsingh The cost of a one bedroom in Toronto is over $2500/month. This is a nightmare for Canadians - especially students. They're going hungry in order to pay their rent. In this country no one - including students should have to starve to put a roof over their head. The cost of a one bedroom in Toronto is over $2500/month. This is a"
[X Link](https://x.com/anyuser/status/1695906288897597633) 2023-08-27T21:09Z [----] followers, 102.6K engagements
"The cost of a one bedroom in Toronto is over $2500/month. This is a nightmare for Canadians - especially students. They're going hungry in order to pay their rent. In this country no one - including students should have to starve to put a roof over their head"
[X Link](https://x.com/anyuser/status/1695805874432868720) 2023-08-27T14:30Z 609.3K followers, 807.4K engagements
"$CVE WHAT A BEAST. OPERATING AT 104% DOWNSTREAM CAPACITY IN CANADA. NEARLY $1BN OF FREE CASH FLOW IN Q1 [----]. AN 11% DIVIDEND HIKE"
[X Link](https://x.com/anyuser/status/1920422493573022044) 2025-05-08T10:16Z [----] followers, 21.1K engagements
"$30 oil means a chance to buy $CNQ for a 7.8% yield and probably 50% upside potential. All the generalist investors should be salivating off that but they probably won't be becuz they started getting long at $80 and $90 CNRL after dumping on oil for years until it got hot. lol. Hello $30 #WTI #OOTT #EFT #COM #BRENT Hello $30 #WTI #OOTT #EFT #COM #BRENT"
[X Link](https://x.com/anyuser/status/1919001519229133266) 2025-05-04T12:09Z [----] followers, 28.4K engagements
"Hello $30 #WTI #OOTT #EFT #COM #BRENT"
[X Link](https://x.com/BB19043/status/1918967175127142847) 2025-05-04T09:53Z [----] followers, 30K engagements
"$MEG.TO likely a table pounding buy here. Back to multi-year lows despite massive deleveraging of higher cost debt now buying back stock and with a couple new pipelines. The best oilsands asset at Christina Lake and possibly a top M&A candidate for any of the oilsands majors. Yay $meg.to trade Down $300k in just a few days https://t.co/LpxCL5C7MU Yay $meg.to trade Down $300k in just a few days https://t.co/LpxCL5C7MU"
[X Link](https://x.com/anyuser/status/1880351356437049702) 2025-01-17T20:27Z [----] followers, 41.8K engagements
"Yay $meg.to trade Down $300k in just a few days"
[X Link](https://x.com/anyuser/status/1880272165163135452) 2025-01-17T15:13Z [----] followers, 37.1K engagements
"So let me guess this right: - .@MPelletierCIO bragging about being underweight oil - Eric Nuttall @ 45% #natgas - Burnsco dumped Baytex and went full Bitcoin - @oilydreamz has renounced the trade - Jeff Currie capitulated And there are people who think oil falls further here ๐คฃ"
[X Link](https://x.com/anyuser/status/1899980720568750494) 2025-03-13T00:27Z [----] followers, 23.1K engagements
"HALLIBURTON SAYS THE RIG ACTIVITY IS BELOW EXPECTATIONS EVEN IN SAUDI ARABIA WHILE NAM IS ROLLING OVER. THE QUESTION TO THE BEARS IS WHERE DO YOU EXPECT THE INCREMENTAL BARRELS TO COME FROM. YOU NEED TO KILL DEMAND OR INCREASE SUPPLY THAT'S HOW IT WORKS. - ROGER. $HAL #OOTT"
[X Link](https://x.com/anyuser/status/1980660892527390900) 2025-10-21T15:42Z [----] followers, 15.4K engagements
"JOSH YOUNG: OIL PRICES SHOULD BE $85 BASED ON INVENTORY LEVELS PRICES ARE UNTETHERED FROM FUNDAMENTALS HEADED INTO A DEFICIT NOT A GLUT THE LONGER LOW PRICES LAST THE WORSE IT GETS FOR OIL BEARS. #OOTT H/T @inthemoneypod ๐จ new episode ๐จ This Texas energy investor has a soft spot for Canadian energy stocks Find out where @joshyoung is investing and how he thinks about the current pop in oil prices We talk oil at $85 OPEC+ wildfires M&A and activism and of course #ProPicks (and yes ๐จ new episode ๐จ This Texas energy investor has a soft spot for Canadian energy stocks Find out where"
[X Link](https://x.com/anyuser/status/1929891367498510810) 2025-06-03T13:22Z [----] followers, 22.3K engagements
"๐จ new episode ๐จ This Texas energy investor has a soft spot for Canadian energy stocks Find out where @joshyoung is investing and how he thinks about the current pop in oil prices We talk oil at $85 OPEC+ wildfires M&A and activism and of course #ProPicks (and yes $JOY.TO) Listen here: Apple: Spotify: RSS: https://feeds.transistor.fm/in-the-money https://open.spotify.com/show/4V4tAv8bnGxa0CkVG3vXHJ https://podcasts.apple.com/ca/podcast/in-the-money-with-amber-kanwar/id1790432796 https://feeds.transistor.fm/in-the-money https://open.spotify.com/show/4V4tAv8bnGxa0CkVG3vXHJ"
[X Link](https://x.com/anyuser/status/1929870566040666601) 2025-06-03T11:59Z [----] followers, 33.9K engagements
"OIL +4.2% NATTY +7% PUT IT IN MY VEINS ๐บ Will laugh my derriere off if all the perma oil bulls capitulted at the bottom while NCP brought up the overall portfolio to 11% energy last week. #OOTT Will laugh my derriere off if all the perma oil bulls capitulted at the bottom while NCP brought up the overall portfolio to 11% energy last week. #OOTT"
[X Link](https://x.com/anyuser/status/1929506893237522538) 2025-06-02T11:54Z [----] followers, 20.6K engagements
"Will laugh my derriere off if all the perma oil bulls capitulted at the bottom while NCP brought up the overall portfolio to 11% energy last week. #OOTT Crude inventories are not building. Seasonal draw is ahead of us. Floating storage ain't a factor as usual Iranian barrels found their way to China. https://t.co/0mQyvilx8k Crude inventories are not building. Seasonal draw is ahead of us. Floating storage ain't a factor as usual Iranian barrels found their way to China. https://t.co/0mQyvilx8k"
[X Link](https://x.com/anyuser/status/1929224796388151481) 2025-06-01T17:13Z [----] followers, 25.3K engagements
"OMG. I just sold all my oil stocks to buy more popular US natural gas E&P last week. ๐คฃ NOT. The Shahran oil tank farm/ depot in southern Tehran is on fire according to Iran's oil ministry. #oott https://t.co/poLN4t1sIs The Shahran oil tank farm/ depot in southern Tehran is on fire according to Iran's oil ministry. #oott https://t.co/poLN4t1sIs"
[X Link](https://x.com/anyuser/status/1933999696659300489) 2025-06-14T21:27Z [----] followers, 32.3K engagements
"The Shahran oil tank farm/ depot in southern Tehran is on fire according to Iran's oil ministry. #oott"
[X Link](https://x.com/anyuser/status/1933993218800070897) 2025-06-14T21:01Z 14.1K followers, 42.1K engagements
"LOL. Buy oil here. #OOTT #COM"
[X Link](https://x.com/anyuser/status/1917872307546063108) 2025-05-01T09:22Z [----] followers, 40K engagements
"PHEW. OIL BULLS ARE STILL SAFE. SANKEY RE-AFFIRMS HIS $40 OIL CALL. CHEERS. #OOTT Call for $40/barrel Oil Still Good: Heres Why Weekly video dropped subscribe to our YouTube channel for more: https://t.co/r6Y5uDtPZE via @YouTube Call for $40/barrel Oil Still Good: Heres Why Weekly video dropped subscribe to our YouTube channel for more: https://t.co/r6Y5uDtPZE via @YouTube"
[X Link](https://x.com/anyuser/status/1933152538930684030) 2025-06-12T13:20Z [----] followers, [----] engagements
"Call for $40/barrel Oil Still Good: Heres Why Weekly video dropped subscribe to our YouTube channel for more: via @YouTube https://youtu.be/SYau9b1OmYosi=GBImyAvwi1GI7wGK https://youtu.be/SYau9b1OmYosi=GBImyAvwi1GI7wGK"
[X Link](https://x.com/anyuser/status/1933134224552321410) 2025-06-12T12:08Z 28K followers, 41.6K engagements
"There is simply no hope. Time to get bearish at [--] year lows #OOTT ๐ข Hedge Funds Cut Bullish #Oil Bets to 17-Year Low as Surplus Looms - Bloomberg https://t.co/nuGZ4deKqI https://t.co/BloipKTeDk ๐ข Hedge Funds Cut Bullish #Oil Bets to 17-Year Low as Surplus Looms - Bloomberg https://t.co/nuGZ4deKqI https://t.co/BloipKTeDk"
[X Link](https://x.com/anyuser/status/1959512387674931205) 2025-08-24T07:05Z [----] followers, 20.4K engagements
"๐ข Hedge Funds Cut Bullish #Oil Bets to 17-Year Low as Surplus Looms - Bloomberg https://www.bloomberg.com/news/articles/2025-08-22/hedge-funds-cut-bullish-oil-bets-to-17-year-low-as-surplus-loomssref=ZVajCYcV https://www.bloomberg.com/news/articles/2025-08-22/hedge-funds-cut-bullish-oil-bets-to-17-year-low-as-surplus-loomssref=ZVajCYcV"
[X Link](https://x.com/anyuser/status/1959506583504724364) 2025-08-24T06:42Z 206.4K followers, 44.9K engagements
"One of the back office ladies just went thru her e-mail and found this shocking Peters & Co chart that shows the very hated $CVE with lower break-evens then "the goat" $CNQ. Don't tell the Murray Edwards fanclub and please do not shoot the messenger. #OOTT"
[X Link](https://x.com/anyuser/status/1909960267741491466) 2025-04-09T13:23Z [----] followers, 19.7K engagements
"Oil market sending every last bull to the brink. Baiting them to capitulate on their oil stocks to buy into overpriced US tech indexes at all-time high as they get FOMO just like TradeOilStocks recently did. NCP are buyers of oil stocks again today. Today Cramer reiterated his bearish oil call the EIA revised down US oil supplies and revised up US oil demand and Russia reaffirmed its commitment to OPEC+ supply constraints. And the WTI oil price is -0.2% ๐คจ Today Cramer reiterated his bearish oil call the EIA revised down US oil supplies and revised up US oil demand and Russia reaffirmed its"
[X Link](https://x.com/anyuser/status/1840826450196521303) 2024-09-30T18:50Z [----] followers, 17.2K engagements
"Today Cramer reiterated his bearish oil call the EIA revised down US oil supplies and revised up US oil demand and Russia reaffirmed its commitment to OPEC+ supply constraints. And the WTI oil price is -0.2% ๐คจ RUSSIA DOES NOT RULE OUT EXTENDING OPE+ AGREEMENT BEYOND [----] IF MARKET SITUATION REQUIRES IT - TASS CITES NOVAK RUSSIA DOES NOT RULE OUT EXTENDING OPE+ AGREEMENT BEYOND [----] IF MARKET SITUATION REQUIRES IT - TASS CITES NOVAK"
[X Link](https://x.com/anyuser/status/1840817361563083193) 2024-09-30T18:13Z 122.7K followers, 43.1K engagements
"@theJagmeetSingh [--] likes Delete your account bro"
[X Link](https://x.com/anyuser/status/1713588312152150287) 2023-10-15T16:11Z [----] followers, [----] engagements
"Getting attacked by a couple of the hardline perma oil bulls for buying oil stocks is making me quite bullish. More bullish then I was Friday. If I get more bullish by Monday EOD I might raise by 11% energy exposure. - Roger NCP"
[X Link](https://x.com/anyuser/status/1929274880471568448) 2025-06-01T20:32Z [----] followers, [----] engagements
"Oil continues to rally after the perma bulls capitulated and chased natty E&P. Hilarious. NCP camp making bank here. Oil markets opening in 6-minutes. I say oil moves up. Geopolitical thing tonight likely has a modest impact. But fundamentally oil needs to rise. Entire 12-month strip below $60 that's too low. Production not growing in the US. OPEC possibly paper barrels. All bad news known Oil markets opening in 6-minutes. I say oil moves up. Geopolitical thing tonight likely has a modest impact. But fundamentally oil needs to rise. Entire 12-month strip below $60 that's too low. Production"
[X Link](https://x.com/anyuser/status/1930983586045264340) 2025-06-06T13:42Z [----] followers, 13.6K engagements
"Oil markets opening in 6-minutes. I say oil moves up. Geopolitical thing tonight likely has a modest impact. But fundamentally oil needs to rise. Entire 12-month strip below $60 that's too low. Production not growing in the US. OPEC possibly paper barrels. All bad news known"
[X Link](https://x.com/anyuser/status/1929295685733531819) 2025-06-01T21:55Z [----] followers, 18.2K engagements
"Oil barely down on the Saudi boost story. Seems like the oil bears are running out of bullets. What happens if macro narrative turns #OOTT Saudi Arabia is advocating for more substantial production cuts within the OPEC+ group to regain and expand its market share amidst fluctuating oil prices. This approach aims to stabilize the oil market and potentially increase prices as the kingdom looks to strengthen its Saudi Arabia is advocating for more substantial production cuts within the OPEC+ group to regain and expand its market share amidst fluctuating oil prices. This approach aims to"
[X Link](https://x.com/anyuser/status/1930313298899079419) 2025-06-04T17:18Z [----] followers, 14.7K engagements
"Saudi Arabia is advocating for more substantial production cuts within the OPEC+ group to regain and expand its market share amidst fluctuating oil prices. This approach aims to stabilize the oil market and potentially increase prices as the kingdom looks to strengthen its position in the global energy landscape. ๐ข๐"
[X Link](https://x.com/anyuser/status/1930283059556790502) 2025-06-04T15:18Z 42.4K followers, 26K engagements
"Pelletier is dumping his remaining oil stocks in the first relief rally in a while. He has turned off replies. lol"
[X Link](https://x.com/anyuser/status/1921163990052352071) 2025-05-10T11:22Z [----] followers, 11.7K engagements
"ERIC NUTTALL: THE MACRO SETUP FOR OIL AND GAS HAS NEVER BEEN MORE BULLISH. #OOTT https://www.youtube.com/watchv=F4FrJzPBiI8 https://www.youtube.com/watchv=F4FrJzPBiI8"
[X Link](https://x.com/anyuser/status/1894426883753644283) 2025-02-25T16:39Z [----] followers, 35K engagements
"Top [--] signs you are or likely soon to become an all Canadian E&P oilstockbagholder: 1) converting WTI price to $CAD 2) taking pics of Costco parking lots 3) sharing Mideast conflict Tweets 4) posting Chinese airline stats 5) re-sharing HFI research inventory tweets #OOTT"
[X Link](https://x.com/anyuser/status/1851767896797569389) 2024-10-30T23:27Z [----] followers, 10.7K engagements
"The smart money is eyeing Canada as the corrupt Prime Minister ponders resignation ahead of what is increasingly likely to lead to a political extinction event for the Liberal Party. I am very bullish on the TSX next year despite the gloom and doom talk. Make Canada Great Again MCGA Make Canada Great Again MCGA"
[X Link](https://x.com/anyuser/status/1869588049111457986) 2024-12-19T03:38Z [----] followers, 10.6K engagements
"Make Canada Great Again MCGA @PierrePoilievre is extremely impressive. He should be Canadas next leader. The sooner the better. @PierrePoilievre is extremely impressive. He should be Canadas next leader. The sooner the better"
[X Link](https://x.com/anyuser/status/1869343040365797523) 2024-12-18T11:24Z 2M followers, 781.5K engagements
"Most of this oil move was fundamental based. The last $4-5 was Iran based. I think the geo risk is justified at this point. Oil not in la-la-land at all here. Underwhelming response from oil stocks. Could pull back but most of it is justified fundamentally OMG. I just sold all my oil stocks to buy more popular US natural gas E&P last week. ๐คฃ NOT. OMG. I just sold all my oil stocks to buy more popular US natural gas E&P last week. ๐คฃ NOT"
[X Link](https://x.com/anyuser/status/1934403127471730973) 2025-06-16T00:10Z [----] followers, 23.6K engagements
"The official Nugget Capital Partners (NCP) trading desk until Wednesday. Happy Canada yall"
[X Link](https://x.com/anyuser/status/1939850587946074338) 2025-07-01T00:56Z [----] followers, [----] engagements
"So let me get this right. Eric Nuttall was selling his $MEG.TO stock while $SCR.TO's Adam Waterous was buying a major position MEG board hasn't bought stock on market for years yet both the board and Nuttall who was selling MEG are 'opposed' to Waterous superior deal ROTFLMAO. Ninepoint Energy Funds top ten holdings and changes as of April [--] 2025: New to top 10: $AR $TOU Added: $PEY.TO $EQT $AR $TOU Held: $ATH $ARX.TO $NVA.TO $EXE $TVE.TO Decreased: $MEG.TO No longer in top 10: $VRN $CNQ Cash: 8.4% #COM #OOTT $NNRG https://t.co/KjwkNejqll Ninepoint Energy Funds top ten holdings and changes"
[X Link](https://x.com/anyuser/status/1923894466693226760) 2025-05-18T00:12Z [----] followers, 21.7K engagements
"Ninepoint Energy Funds top ten holdings and changes as of April [--] 2025: New to top 10: $AR $TOU Added: $PEY.TO $EQT $AR $TOU Held: $ATH $ARX.TO $NVA.TO $EXE $TVE.TO Decreased: $MEG.TO No longer in top 10: $VRN $CNQ Cash: 8.4% #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of March [--] [----] (No update for Feb): New to top 10: none Added: $ATH $EXE $EQT $NVA.TO $TVE.TO Held: $MEG.TO $ARX.TO $PEY.TO $CNQ Decreased: $VRN No longer in top 10: none Cash: 4.9% #COM #OOTT $NNRG https://t.co/YKbmMfaQnJ Ninepoint Energy Funds top ten holdings and changes as of March [--] [----] (No"
[X Link](https://x.com/emmpeethree/status/1920495512467173462) 2025-05-08T15:06Z [----] followers, 30.8K engagements
"Added oil exposure into the #OPEC meeting. Perma bulls bailing ahead or going into cash after getting clocks cleaned for the past year is an opportunity the NCP camp does not want to miss out on. Could be wrong and look stupid but bottom close regardless if it falls more #OOTT Opec plus members offering the voluntary cuts will now hold their talks on May 3rd instead of the 5th #OOTT Opec plus members offering the voluntary cuts will now hold their talks on May 3rd instead of the 5th #OOTT"
[X Link](https://x.com/anyuser/status/1918311234115354842) 2025-05-02T14:26Z [----] followers, 16.1K engagements
"Opec plus members offering the voluntary cuts will now hold their talks on May 3rd instead of the 5th #OOTT"
[X Link](https://x.com/anyuser/status/1918305786390036934) 2025-05-02T14:05Z 151.8K followers, 57.1K engagements
"Canada about to see an Argentina-like Millei rally as the corrupt disgraced Prime Minister plans to announce his resignation this week Please let it happen. US DOLLAR EXTENDS LOSSES AGAINST CANADIAN DOLLAR DOWN 0.38% TO 1.4401- RTRS US DOLLAR EXTENDS LOSSES AGAINST CANADIAN DOLLAR DOWN 0.38% TO 1.4401- RTRS"
[X Link](https://x.com/anyuser/status/1876086430910533870) 2025-01-06T02:00Z [----] followers, [----] engagements
"US DOLLAR EXTENDS LOSSES AGAINST CANADIAN DOLLAR DOWN 0.38% TO 1.4401- RTRS"
[X Link](https://x.com/anyuser/status/1876086057235788001) 2025-01-06T01:59Z 429.6K followers, 19.1K engagements
"These kind of Tweets lead me to think the bottom for oil is probably in. Most were bearish into the OPEC meeting which delivered consensus output. Spare capacity serves as overhang on oil markets. Easy not to be bullish but I find it harder to be bearish from here decline wise. BREAKING: Oil prices fall on reports that OPEC may discuss raising oil production by more than [------] barrels per day beginning in July. OPEC continues to raise production into a weak oil market. https://t.co/9s5T83ZySt BREAKING: Oil prices fall on reports that OPEC may discuss raising oil production by more than"
[X Link](https://x.com/anyuser/status/1928778367093887312) 2025-05-31T11:39Z [----] followers, 18.2K engagements
"BREAKING: Oil prices fall on reports that OPEC may discuss raising oil production by more than [------] barrels per day beginning in July. OPEC continues to raise production into a weak oil market"
[X Link](https://x.com/anyuser/status/1928420960509607996) 2025-05-30T11:59Z 1.4M followers, 550.5K engagements
"Added more US OFS today. Sankey and Nuttall both warning against it on public record to the masses is just too super contra for the in-house algo. Wish me luck. ๐ก๐ช I DON'T ALWAYS BUY ENERGY SERVICES BUT WHEN I DO I MAKE SURE THAT ERIC NUTTALL IS BEARISH. - ROGER NCP. I DON'T ALWAYS BUY ENERGY SERVICES BUT WHEN I DO I MAKE SURE THAT ERIC NUTTALL IS BEARISH. - ROGER NCP"
[X Link](https://x.com/anyuser/status/1912544468013563934) 2025-04-16T16:31Z [----] followers, [----] engagements
"I DON'T ALWAYS BUY ENERGY SERVICES BUT WHEN I DO I MAKE SURE THAT ERIC NUTTALL IS BEARISH. - ROGER NCP. BNN Eric Nuttall: $TCW Trican Well Service High beta service name. Good operator. Net Cash and can survive anything. I'm cautious with the service sector right now though with Trump you can see anything occur like we did when many service companies ripped 20%+ We don't own BNN Eric Nuttall: $TCW Trican Well Service High beta service name. Good operator. Net Cash and can survive anything. I'm cautious with the service sector right now though with Trump you can see anything occur like we did"
[X Link](https://x.com/anyuser/status/1912190400867234221) 2025-04-15T17:04Z [----] followers, 19.1K engagements
"$CVE / $CVE.To with a late night filing: the CEO John Mackenzie added [------] shares or around $2 million dollars worth of shares. Well one thing $CVE bros got going for 'em is that you certainly don't see this at other companies like $VRN.TO $BTE.TO or 'mighty' $CNQ. Cenovus insiders continue to load up on stock showing strong management confidence in the operations forward. https://t.co/uFf7zUFTp0 Well one thing $CVE bros got going for 'em is that you certainly don't see this at other companies like $VRN.TO $BTE.TO or 'mighty' $CNQ. Cenovus insiders continue to load up on stock showing"
[X Link](https://x.com/anyuser/status/1893116929906217262) 2025-02-22T01:53Z [----] followers, 11.4K engagements
"Well one thing $CVE bros got going for 'em is that you certainly don't see this at other companies like $VRN.TO $BTE.TO or 'mighty' $CNQ. Cenovus insiders continue to load up on stock showing strong management confidence in the operations forward"
[X Link](https://x.com/anyuser/status/1892992023801495739) 2025-02-21T17:37Z [----] followers, 20K engagements
"$CVE was a home run if you added it in the past month. If you added when all the bulls were touting it you are still seriously underwater. If you added it at the beginning of the year you are still down. ENTRY POINTS MATTER in energy stocks. @NuggetCapital Out of oil stocks today Good trade. Bye $CVE.to @NuggetCapital Out of oil stocks today Good trade. Bye $CVE.to"
[X Link](https://x.com/anyuser/status/1921973582575337789) 2025-05-12T16:59Z [----] followers, 12.7K engagements
"@NuggetCapital Out of oil stocks today Good trade. Bye $CVE.to"
[X Link](https://x.com/anyuser/status/1921953533697380621) 2025-05-12T15:40Z [---] followers, 13K engagements
"Sankey Sen Helima all raving the bear case. If you didn't buy oil stocks better luck next time. NCP was all over it with a table pounding buy. ๐คฃ ๐ Oil [--] weeks ago. vs Today $75 Oil and now a forecasted Crude Draw of -10.133M ๐ข https://t.co/0u3pxWxYrG ๐ Oil [--] weeks ago. vs Today $75 Oil and now a forecasted Crude Draw of -10.133M ๐ข https://t.co/0u3pxWxYrG"
[X Link](https://x.com/anyuser/status/1935147917393670381) 2025-06-18T01:29Z [----] followers, 10.6K engagements
"๐ Oil [--] weeks ago. vs Today $75 Oil and now a forecasted Crude Draw of -10.133M ๐ข"
[X Link](https://x.com/anyuser/status/1935111335257456745) 2025-06-17T23:04Z [----] followers, 18.2K engagements
"Danielle Smith wants to DOUBLE Alberta's oil and gas production which is already one of the largest producers in the world. Folks need to realize she is serious. Trump likely to be very receptive to this offer. As is Polliviere. More supply is coming out of Canada. #OOTT Alberta Looks to Spur New Pipelines by Guaranteeing Barrels https://t.co/hniP7H0nit Alberta Looks to Spur New Pipelines by Guaranteeing Barrels https://t.co/hniP7H0nit"
[X Link](https://x.com/anyuser/status/1876496995386597493) 2025-01-07T05:12Z [----] followers, [----] engagements
"Alberta Looks to Spur New Pipelines by Guaranteeing Barrels https://www.bnnbloomberg.ca/business/2025/01/06/alberta-looks-to-spur-new-pipelines-by-guaranteeing-barrels/taid=677cb4fc2738cf0001194c60&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter https://www.bnnbloomberg.ca/business/2025/01/06/alberta-looks-to-spur-new-pipelines-by-guaranteeing-barrels/taid=677cb4fc2738cf0001194c60&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter"
[X Link](https://x.com/anyuser/status/1876494155561508911) 2025-01-07T05:00Z 138.4K followers, 11.7K engagements
"NUGGET CAPITAL FIRST BROKE THE STORY THAT NUTTALL WAS DUMPING $BTE.TO $BTE IN DECEMBER. ON THE @baystreetamber SHOW TODAY IT WAS REVEALED THAT HE SOLD HIS ENTIRE STAKE. BIG OUCH FOR THE BAYTEX ENERGY FANBOYS. HOLY SMOKES. Eric Nuttall starting to call it a day on Baytex. They are THAT bad. NCP has been cautioning on this name for ages. Huge reduction of 33%. Folks this is a tough look for Greager and his team as they lose one of their biggest industry backers. $BTE.TO $BTE HOLY SMOKES. Eric Nuttall starting to call it a day on Baytex. They are THAT bad. NCP has been cautioning on this name"
[X Link](https://x.com/anyuser/status/1881756816230715861) 2025-01-21T17:32Z [----] followers, 19.2K engagements
"HOLY SMOKES. Eric Nuttall starting to call it a day on Baytex. They are THAT bad. NCP has been cautioning on this name for ages. Huge reduction of 33%. Folks this is a tough look for Greager and his team as they lose one of their biggest industry backers. $BTE.TO $BTE Ninepoint Energy Funds top ten holdings and changes as of December [--] 2024: New to top 10: $ATH Added: $MEG.TO $ATH Held: $VRN $ARX.TO $NVA.TO $TOU $TVE.TO Decreased: $BTE.TO $SU $CNQ No longer in top 10: $CES.TO Cash: 0.2% #COM #OOTT $NNRG https://t.co/6XhNmqRY4b Ninepoint Energy Funds top ten holdings and changes as of"
[X Link](https://x.com/anyuser/status/1877525464547254677) 2025-01-10T01:18Z [----] followers, 29.2K engagements
"Pureplay commodity investors: - Always a shortage - Always manipulated markets - Generally always believers in high inflation - Always government skeptics - Always hostile to opposing views. What else"
[X Link](https://x.com/anyuser/status/1746292025186513288) 2024-01-13T22:03Z [----] followers, 17.2K engagements
"Started a new oil position this week. One of the most impressive companies in the business that very few people talk about. Gonna write about it next week. Anybody want to guess Freebie it's not Bagtex"
[X Link](https://x.com/anyuser/status/1858894489630155242) 2024-11-19T15:25Z [----] followers, 21.5K engagements
"FREE TIP: If you are going to sell your oil stocks do not do so at the end of the 'longest crude losing streak in a decade (source: Johnston). Sell your stocks when the geopolitical experts are tap dancing about the rag tag Houthis shutting down Hormuz Straits instead. #OOTT Longest crude losing streak in a decade. hardly ever comes up in market/eco conversations https://t.co/WtgZGyUxJO Longest crude losing streak in a decade. hardly ever comes up in market/eco conversations https://t.co/WtgZGyUxJO"
[X Link](https://x.com/anyuser/status/1900343556184682560) 2025-03-14T00:29Z [----] followers, [----] engagements
"Longest crude losing streak in a decade. hardly ever comes up in market/eco conversations WTI crude oil is down for [--] consecutive weeks (longest streak since 2015) and it hardly ever comes up in market/eco conversations. WTI crude oil is down for [--] consecutive weeks (longest streak since 2015) and it hardly ever comes up in market/eco conversations"
[X Link](https://x.com/anyuser/status/1900259342546296918) 2025-03-13T18:55Z 51K followers, 33K engagements
"ALERT: OUR CAMP HAS DETECTED A RARE [--] SIGMA BUY IN THE CANADIAN #NATGAS ARENA. MORE TO COME. "THIS IS AS STRONG OF A SIGNAL AS THEY COME ROGER." - A BoL @ NCP"
[X Link](https://x.com/anyuser/status/1959646316298125721) 2025-08-24T15:57Z [----] followers, 21.9K engagements
"LAST TRUMP OIL BEAR CARD UP. AS PREDICTED. #OOTT VENEZUELA PROPOSED US STAKES IN OIL AND MINERALS TO EASE US TENSIONS IN TALKS - NYT VENEZUELA PROPOSED US STAKES IN OIL AND MINERALS TO EASE US TENSIONS IN TALKS - NYT"
[X Link](https://x.com/anyuser/status/1976576395267727587) 2025-10-10T09:11Z [----] followers, 13.2K engagements
"VENEZUELA PROPOSED US STAKES IN OIL AND MINERALS TO EASE US TENSIONS IN TALKS - NYT"
[X Link](https://x.com/anyuser/status/1976576008728846813) 2025-10-10T09:10Z 436.4K followers, 43.8K engagements
"$CVE's CEO just added another $1 million dollars of stock today. Seems that Mackenize must be an avid reader of NCP's blog and agrees that his stock is a buy. Many longs capitulating here. Likely a big [----] winner and 30kbbl/d of low cost oilsands production comes online in 1H"
[X Link](https://x.com/anyuser/status/1867760103438635020) 2024-12-14T02:34Z [----] followers, [----] engagements
"Exactly. Justin Trudeau's demise likely a bullish catalyst for Canadian investment scene. Huge paradigm shift coming to Canada folks. Don't miss it - get onboard before the train leaves the station. Honestly contra tingle says go super long cad oil bottoming commodities doing fine new government coming sooner rather than later by then opportunity could be gone. Honestly contra tingle says go super long cad oil bottoming commodities doing fine new government coming sooner rather than later by then opportunity could be gone"
[X Link](https://x.com/anyuser/status/1868861348882661781) 2024-12-17T03:30Z [----] followers, 12K engagements
"Honestly contra tingle says go super long cad oil bottoming commodities doing fine new government coming sooner rather than later by then opportunity could be gone"
[X Link](https://x.com/anyuser/status/1868771598540693713) 2024-12-16T21:34Z 11.5K followers, 22.6K engagements
"Financial Times and some other media sources have bad blood with OPEC and Saudis given their preference for in-house approved journalism. They also don't like fossil fuels and are there to promote green agenda in my opinion. Be careful with these headlines & interpreting them. SAUDI ARABIA READY TO ABANDON $100 CRUDE TARGET TO TAKE BACK MARKET SHARE. #OOTT https://t.co/7SKEVzP0yi SAUDI ARABIA READY TO ABANDON $100 CRUDE TARGET TO TAKE BACK MARKET SHARE. #OOTT https://t.co/7SKEVzP0yi"
[X Link](https://x.com/anyuser/status/1839157651579523261) 2024-09-26T04:18Z [----] followers, 13.7K engagements
"SAUDI ARABIA READY TO ABANDON $100 CRUDE TARGET TO TAKE BACK MARKET SHARE. #OOTT"
[X Link](https://x.com/anyuser/status/1839154553079607677) 2024-09-26T04:06Z 128.6K followers, 86.4K engagements
"The year is [----]. Nuttall is still feeling bullish. Barry Schwartz has once again turned back to the sector after dreadful downturn. Burnsco still likes Baytex for the torque. QE Buble has conquered the Montney Duvernay & gotten bored. Veren is on its 8th corp transformation. Eric Nuttall Weekly Update Oil: We remain Bullish on Energy stocks for [----] especially those impacted by tariff uncertainties. We are seeing that impact sentiment and redemptions with companies beat up based on those worries. We remain Optimistic that hopefully we will have Eric Nuttall Weekly Update Oil: We remain"
[X Link](https://x.com/anyuser/status/1885150912835879067) 2025-01-31T02:19Z [----] followers, [----] engagements
"Eric Nuttall Weekly Update Oil: We remain Bullish on Energy stocks for [----] especially those impacted by tariff uncertainties. We are seeing that impact sentiment and redemptions with companies beat up based on those worries. We remain Optimistic that hopefully we will have certainty on tariffs. @ericnuttall will be on BNN Monday afternoon to discuss the outcome either Positive or Negative"
[X Link](https://x.com/anyuser/status/1885087874304876574) 2025-01-30T22:09Z [----] followers, [----] engagements
"Just over a month ago Amrita Sen was calling for $75 and said she was going against the grain all the big banks. Now she is saying there is no hope and that any oil price rallies will be capped. Never understood how this firm/woman was so revered by the media (and even Nuttall) "Oil's rallies will be capped" says @ea_amrita on oil trading above $60. " I can't see how we go to [--] or [--] dollars unless there's a big geopolitical outage." https://t.co/sACztXFoY1 "Oil's rallies will be capped" says @ea_amrita on oil trading above $60. " I can't see how we go to [--] or [--] dollars unless there's a"
[X Link](https://x.com/anyuser/status/1929888317258051616) 2025-06-03T13:10Z [----] followers, 12.8K engagements
""Oil's rallies will be capped" says @ea_amrita on oil trading above $60. " I can't see how we go to [--] or [--] dollars unless there's a big geopolitical outage." https://cnb.cx/4mKmrYC https://cnb.cx/4mKmrYC"
[X Link](https://x.com/anyuser/status/1929870951212093855) 2025-06-03T12:01Z 564.6K followers, 29.7K engagements
"Great to see some leadership. Justin Trudeau and his team are a total embarassment and disgrace to Canada. Keep the oil flowing and expand that pipeline. Suspect the Canada-tariff dip is a buying opportunity. Over the last [--] hours I had the opportunity to meet President @realdonaldtrump at Mar-a-Lago last night and at his golf club this morning. We had a friendly and constructive conversation during which I emphasized the mutual importance of the U.S. - Canadian energy https://t.co/TPgCB8kATP Over the last [--] hours I had the opportunity to meet President @realdonaldtrump at Mar-a-Lago last"
[X Link](https://x.com/anyuser/status/1878499042444927052) 2025-01-12T17:47Z [----] followers, [----] engagements
"Over the last [--] hours I had the opportunity to meet President @realdonaldtrump at Mar-a-Lago last night and at his golf club this morning. We had a friendly and constructive conversation during which I emphasized the mutual importance of the U.S. - Canadian energy relationship and specifically how hundreds of thousands of American jobs are supported by energy exports from Alberta. I was also able to have similar discussions with several key allies of the incoming administration and was encouraged to hear their support for a strong energy and security relationship with Canada. On behalf of"
[X Link](https://x.com/anyuser/status/1878496803311825125) 2025-01-12T17:38Z 429.5K followers, 1.6M engagements
"Crude inventories are not building. Seasonal draw is ahead of us. Floating storage ain't a factor as usual Iranian barrels found their way to China"
[X Link](https://x.com/anyuser/status/1929210941763105113) 2025-06-01T16:18Z 15.7K followers, 35.5K engagements
"NCP were buying $CVE hands over fist today into close. There is a price for everything. Oilsands has a long runaway and positive tailwinds are being ignored in terms of short term negativity. We don't need the Houthis to save us with this one. #OOTT $USO $CVE Cenovus Energy - Acquisition by Plan for [------] share for approximately $235000 https://t.co/ApPLWRsYQ6 $CVE Cenovus Energy - Acquisition by Plan for [------] share for approximately $235000 https://t.co/ApPLWRsYQ6"
[X Link](https://x.com/anyuser/status/1747454292305285487) 2024-01-17T03:02Z [----] followers, 18.6K engagements
"$CVE Cenovus Energy - Acquisition by Plan for [------] share for approximately $235000"
[X Link](https://x.com/anyuser/status/1747286152984584271) 2024-01-16T15:54Z [----] followers, 20.7K engagements
"The oil rally was nice while it lasted. Pelletier sourcing Nuttall. They are starting to like oil stocks again. LOL. Price drives narratives"
[X Link](https://x.com/anyuser/status/1942764493676622207) 2025-07-09T01:55Z [----] followers, 12.8K engagements
"Haven't heard from @Michael71718318 for a while and learned he passed away on October [--] - the same day he wrote a scathing rebuke of Trudeau on his Substack. Enjoyed following and reading him. Very brilliant man with incredible history. RIP"
[X Link](https://x.com/anyuser/status/1850940579410043378) 2024-10-28T16:39Z [----] followers, 16.1K engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
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"creator_followers": 234296337,
"creator_rank": 2,
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```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NuggetCapital Nugget Capital Partners (NCP)Nugget Capital Partners (NCP) posts on X about stocks, $tto, bullish, $cnq the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 56.87% stocks 22.9% countries 15.65% cryptocurrencies 5.34% technology brands 3.82% social networks 2.29% travel destinations 1.15% currencies 0.76% nhl 0.38% financial services 0.38%
Social topic influence stocks #2198, $tto #16, bullish 9.16%, $cnq #11, dividend #94, bearish 8.02%, buying #814, money 6.87%, canada 6.11%, gas 6.11%
Top accounts mentioned or mentioned by @bubleqe @thewiseic @nuggetcapital @taobanker @joinyellowbrick @rynokinsight @jmacvbvbv @fullscopewelds @cubedpermian @gabfedfra @inthemoneypod @rockcreekfreak @parrafincontrol @rumcoke192361 @vanisleinvestor @truflation @zethuscap @bdepardell @gary79699215 @segen1971
Top assets mentioned Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Windoge98 (EXE) Lineage, Inc. (LINE) EQT, Corp. (EQT) Nomad Foods Limited (NOMD) Veren Inc. (VRN) Aethir (ATH) Thomson Reuters Corporation (TRI) Bitcoin Gold (BTG) Americold Realty Trust, Inc. (COLD) Diamondback Energy Inc (FANG) Arweave (AR) Suncor Energy, Inc. (SU)
Top posts by engagements in the last [--] hours
"NCP IS LONG $TAP SINCE LAST MONTH. Still love the food space & beer is a consumer staple. This market is the bull thesis for alcohol stocks This market is the bull thesis for alcohol stocks"
X Link 2026-02-04T01:02Z [----] followers, [----] engagements
"$CNQ trading around 9x EBITDA last time I checked. Only thing saving these names right now seems to be a rotation out of tech which is getting killed. Good luck to the longs. Never had less interest to invest in mainstream Canadian oilsands names in my life. Not $CNQ or the Canadian oil sands ๐ Not $CNQ or the Canadian oil sands ๐"
X Link 2026-02-05T22:49Z [----] followers, 13.7K engagements
"$FNV $GDX Franco-Nevada recognized as having the smartest people in the industry onboard. Selling their shares as fast as they can before it tanks. "This time is different - the rally is just getting started buy hard assets." - A gold bug probably"
X Link 2025-11-21T11:02Z [----] followers, [----] engagements
"$TRI / $TRI.TO. Hope the analysts still like the stock. Targets in excess of 3x where stock is now trading at. The NCP's most Jr Analyst failed Thomson Reuters on the first round of DD check due to insider selling en masse. Didn't even make it to the BOLs table for consideration"
X Link 2026-02-05T20:15Z [----] followers, [----] engagements
"$T.TO CEO bailing to cash out his shares before the inevitable A cut is still our base case. Telus will re rate but downwards. Banker takes over at TELUS. I think the risk of a dividend cut just went up a notch. $T.TO. Scotia analyst comments: https://t.co/1xCatlaA9S Banker takes over at TELUS. I think the risk of a dividend cut just went up a notch. $T.TO. Scotia analyst comments: https://t.co/1xCatlaA9S"
X Link 2026-02-12T15:48Z [----] followers, [----] engagements
"If long bond rips in [----] a lot of people will see their investment thesis upended. Gonna he hilarious. Deflation not inflation. 830am ain't far away. ๐ฟ CNBC got it right - per my post earlier (below) the demand is there for $TLT. One of the US's best performing auctions. Sentiment turning - now is the time to buy Price target $120. Video courtesy of:@1CoastalJournal https://t.co/hQCRUS41sK CNBC got it right - per my post earlier (below) the demand is there for $TLT. One of the US's best performing auctions. Sentiment turning - now is the time to buy Price target $120. Video courtesy"
X Link 2026-02-13T05:04Z [----] followers, [----] engagements
"THE BAD BEES: $BTE.TO $BIR.TO & MALI-BASED $BTO.TO AMONGST THE MOST SHORTED STOCKS ON THE TSX OVER THE PAST TWO WEEKS"
X Link 2024-07-19T14:46Z [----] followers, [----] engagements
"$BTG $BTO.TO impressive net loss of $631 million dollars due to rising costs on their Nunavut mine. You wonder why the average investor is not jumping into gold stocks. This one has also seen net insider selling over the past year too. lol"
X Link 2024-11-06T23:25Z [----] followers, [----] engagements
"$FRU.TO insiders pile into equity raise on the US acquisition. Well at least that is a good look. All Canadian royalty oil cos still seeing insider buys of late: $PSK.TO $SRR.V. However $FNV / $FNV.TO (gold royalty) insiders won't touch their stock"
X Link 2024-12-14T02:32Z [----] followers, [----] engagements
"$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 2025-01-29T01:44Z [----] followers, [----] 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 2025-02-28T01:53Z [----] followers, [----] 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 2025-09-05T23:48Z [----] followers, [----] engagements
"TD report on $TOU.TO. They were already in the bear camp. Believe they still have a buy/outperform on the Baytex but they are far more neutral on Tourmaline"
X Link 2025-11-06T05:16Z [----] followers, [----] engagements
"NCP told you $BCE.TO div was toast while the TV pros were making it a top pick. Then we nailed $RCI.B in 1H which has been a top performer. Was bearish $T.TO to start year and more bearish now. 2nd most expensive teleco in NAM @ 8.2x ev/ebitda (inc USA) bcuz of unsustainable div. Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds. https://t.co/wLkczwEHeR Yikes. $T.TO sounds the warning bells on maintaining their dividend. This won't go well with the dividend hounds. https://t.co/wLkczwEHeR"
X Link 2025-11-10T22:14Z [----] followers, [----] engagements
"Insiders pounding at $LINE. Seth Klarman loading up on $COLD. Is the bottom in yet @TheBenSchmark @taobanker . Trump lifting tariffs on food can't be bearish either"
X Link 2025-11-18T14:52Z [----] followers, [----] engagements
"If you want to bet on a top dog which has been a dog and now considered an underdog consider investing in $TOU.TO. Mike Rose is Canada's most aligned insider and him and his team are buying all year. They have a monopoly over the BC Montney which will pay off at some point"
X Link 2025-11-22T23:16Z [----] followers, 15.8K engagements
"FULL DISCLOSURE: This "pro" $TOU.TO Tweet does not implicate me in the $PEY.TO - Tourmaline battle. I just see the two different and Mike Rose is a builder. Probably the entire company will be sold eventually. He's putting his money where his mouth is and nobody else is selling. If you want to bet on a top dog which has been a dog and now considered an underdog consider investing in $TOU.TO. Mike Rose is Canada's most aligned insider and him and his team are buying all year. They have a monopoly over the BC Montney which will pay off at some point. https://t.co/CM3rmoA6s0 If you want to bet"
X Link 2025-11-23T03:13Z [----] followers, [----] engagements
"Oh my. A $5 price target on $T.TO after analyzing the debt stack amidst worsening fundies. The Nugget Capital Partners had a $13 target post cut. Maybe still too high. Hard to throw a PT on it with this much BS cleanup pending. Would need to look further at the breakdown of the debt. In this recent environment the fundamentals are a disaster. Probably worth very little $5 Big question is where is the new (roe) profitability level in telcos Hard to throw a PT on it with this much BS cleanup pending. Would need to look further at the breakdown of the debt. In this recent environment the"
X Link 2025-11-24T16:08Z [----] followers, [----] engagements
"$T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not cut it because if they do my guess is that it will fall below Bell as the yield would also be lower. TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends https://t.co/t4jdoIlvJk TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends https://t.co/t4jdoIlvJk"
X Link 2025-11-27T15:51Z [----] followers, 13K engagements
"Agree @taobanker. Added $MAA last month. Should probably add more but hold US apartments thru Canadian listed tickers. CNBC front page = time to buy $MAA $NEN CNBC front page = time to buy $MAA $NEN"
X Link 2025-12-02T14:42Z [----] followers, [----] engagements
"$T.TO dropping like a stone this morning. Understand the difference between tax loss selling & front running a looming div cut selling. Meanwhile $BCE.TO which has righted its wrong has been upgraded again and continues its ascent. @zethuscap $QBR.B continues to defeat everybody $T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not cut it because if they do my guess is that it will fall below Bell as the yield would also be lower. $T.TO trading at a 30% multiple premium to $BCE.TO because of its dividend. You better hope that they do not"
X Link 2025-12-11T14:41Z [----] followers, [----] engagements
"@TheWiseIC @oilrambo @zethuscap Thanks for the back up. Agree we had the right telecom calls all year. Let's see what the next [--] months look like. Market cutting the dividend for $T.TO. $BCE.TO outperform from here. Book it and revist next year"
X Link 2025-12-11T22:08Z [----] followers, [---] engagements
"@oilrambo @TheWiseIC @zethuscap Something tells me $T.TO is going to have a lot of salty bagholders by YE. I think the market cuts the dividend for the company. GO back & see $BCE.TO $RCI.B & $QBR.B tweets. Our camp has been spot on for past couple years in the space. Telus will be icing on cake for our team"
X Link 2025-12-11T23:01Z [----] followers, [---] engagements
"POLL: What Canadian company is most likely to cut their dividend in [----] $CJ.TO $T.TO $AP.UN Cardinal Energy Telus Other (state) Allied Properties Cardinal Energy Telus Other (state) Allied Properties"
X Link 2025-12-11T23:04Z [----] followers, [----] engagements
"NCP OIL & GAS STOCK BUYZONE $ARX.TO $18 $BTE.TO $1 $CJ.TO $5 $CNQ.TO $38 $CVE.TO $19 $EOG $85 $ESI.TO $1.75 $EXE $75 $FANG $100 $GFR.TO $6.40 $KEL.TO $6 $IPCO.TO $19 $OVV.TO $39 $PPL.TO $48 $PSK.TO $21 $SCR.TO $23 $SU.TO $37 $TOU.TO $57 $TNZ.TO $23 $WCP.TO $7 $VET.TO $8"
X Link 2025-12-19T07:29Z [----] followers, [----] engagements
"Only guys buying $T.TO are the same crowd who thought buying other nonsense dividend stocks ahead of cuts were good ideas. The insider buying here doesn't mean much. Just a bunch of execs hoping they don't get canned. Bought more $t.to. huge upside Bought more $t.to. huge upside"
X Link 2025-12-23T18:30Z [----] followers, 10K engagements
"Remember in 1H NCP crushed it in conventional teleco with a top pick in $RCI.B when the former bulls were in tears and throwing in the towel. I called out $T.TO as a dog (still red YTD) and last couple years bet against $BCE.TO openly. Ask @joinyellowbrick (see below) for proof. Nugget was wrong about $wcp.to and now he will be wrong about $t.to Nugget was wrong about $wcp.to and now he will be wrong about $t.to"
X Link 2025-12-30T02:24Z [----] followers, [----] engagements
"$T.TO bagholders getting all excited that a super rich underperforming executive is buying shares. Honestly his ownership multiple is barely above the minimum requirement. Given he is raking in $18 million dollar per year the least he can do is stand in solidarity w/ bagholders. $T Telus CEO Darren Entwistle bought another $974k worth of shares a few days after buying over $3.3m worth of shares. He believes. https://t.co/REDOmDrPzk $T Telus CEO Darren Entwistle bought another $974k worth of shares a few days after buying over $3.3m worth of shares. He believes. https://t.co/REDOmDrPzk"
X Link 2025-12-31T03:14Z [----] followers, [----] engagements
"$T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising debt flat revenue and soaring interest costs what can go wrong Roger My guess is ALOT" - a BOL staffer @ NCP (see below) @NuggetCapital The equity has permanently eroded due to the additional debt burden. Capital structure [---]. Not sure why $T longs are so convinced the stock needs to go back to where it used to trade. @NuggetCapital The equity has permanently eroded due to the additional debt burden. Capital structure [---]. Not sure why $T longs are so convinced the stock needs to go back to"
X Link 2025-12-31T18:54Z [----] followers, [----] engagements
"@dev4stating I don't think. Baa3 rated bonds on [--] year debt isn't bullish at all for $T.TO"
X Link 2026-01-02T17:30Z [----] followers, [---] engagements
"@ValueNotDeadYet @TheWiseIC I totally agree with you. Instead of buying $T.TO you can buy a higher coupon bond with duration. The interest payments will continue (no dividend cut risks) and you will get a nice bout of torque if long bond yields come down. Way more appealing then something like Telus"
X Link 2026-01-05T19:05Z [----] followers, [---] engagements
"OFF THE NOVEMBER HIGHS: $UNG -31% $RRC -15% $EXE -14% $AR -13% $EQT -12% YOU CAN FOOL SOME PEOPLE. YOU CAN'T FOOL ME OR THE TEAM AT NCP. LIKE SETH KLARMAN SAYS: BUYING AGAINST INSIDER SELLING IS NOT SMART. LOOKING FOR ANOTHER 10% DECLINE'ISH. THEN WE BUY. ROGER N-L. Would you load up on US #natgas E&P stocks From the back office desk: "Hell no Roger." $AR $EQT seeing massive insider selling. MASSIVE. Change my mind that it doesn't matter bulls. https://t.co/01MoQ2674W Would you load up on US #natgas E&P stocks From the back office desk: "Hell no Roger." $AR $EQT seeing massive insider"
X Link 2026-01-07T00:31Z [----] followers, [----] engagements
"Well I am pretty sure Eric Nuttall said $EQT was going to buy back all their shares along with a few other shale #natgas cos. "I don't buy it but it's cute." A BOL @ NCP $EQT sharecount expansion (I'd show CHK's but its infinite) https://t.co/ILc63XEOJK $EQT sharecount expansion (I'd show CHK's but its infinite) https://t.co/ILc63XEOJK"
X Link 2026-01-08T19:08Z [----] followers, [----] engagements
"Good point. If Mag7 falls we'd all live happier. I am 10% consumer staples in case the tariff get overturned and/or there is some big tech sell-off. Risk-reward is good. Energy can do good in this scenario to but doesn't feel as clear to me with Trump throwing fire at helm. @NuggetCapital Its up because Mag7 is down 2% which is enough money to trigger a Momo rotation at AQR and Qube (hated Consumer sector also ripping on IEEPA reversal bets). Its not more meaningful than that despite the Oilpoors conspiracy theories @NuggetCapital Its up because Mag7 is down 2% which is enough money to"
X Link 2026-01-08T21:48Z [----] followers, [----] engagements
"AND YOU THINK GENERALISTS BUYING YOUR STOCK AND GETTING [---] LIKES ON X IS A BULLISH INDICATOR $ARX.TO. "THAT'S HILLARIOUS ROGER. I JUST SPIT OUT MY COFFEE." -A BOL @ NCP. 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." ๐ https://t.co/nfeFr7LEgr Rebecca Teltscher says nothing in the USA is investable right now. One of her top picks is $ARX.TO the other is $CNQ. She likes their premium assets with embedded growth. "You are getting paid to"
X Link 2026-01-09T19:10Z [----] followers, [----] engagements
"$ARX.TO taking a kicking on a day all other names ripped. Back in November NCP highlighted the huge volume sparked reason for concern after the bad well results at Attachie a key development project for Arc. Still meaningless or did Team Terry's luck run dry $ARX.TO The big boys always know before the little guy gets clocked. Cautioned on unusual activity on the September dump. Could be related maybe nothing. Either way a red flag for me. $ARX.TO The big boys always know before the little guy gets clocked. Cautioned on unusual activity on the September dump. Could be related maybe nothing."
X Link 2026-01-13T21:44Z [----] followers, 14K engagements
"@TheWiseIC Arc will have dip buyers until they get bad news should it come. They still have a 'good reputation' to work off. But the selling seems meaningful. Even Nuttall has been dumping $ARX.TO according to the latest filings"
X Link 2026-01-13T22:37Z [----] followers, [---] engagements
"Many such cases of div cut stocks seeing rebounds immediately. $NPI.TO $T.TO even $AP.UN none of them are cheap but people think they are because the stock price fell a lot. Fundamental issues with all [--]. Give it some time. Too early to take bravado lap. I fully expect more pain. @TSXDivStock What are things @NuggetCapital should have tweeted. @TSXDivStock What are things @NuggetCapital should have tweeted"
X Link 2026-01-14T01:30Z [----] followers, [----] engagements
"@BB19043 $ARX.TO ERIC NUTTALL AND HIS GEOLOGIST PARTNER ARE RUNNING FOR THE HILLS. EVEN THE CANOE GUY SZYBUNKA IS UNLOADING. THIS DOES NOT LOOK GOOD AT ALL"
X Link 2026-01-14T02:43Z [----] followers, [----] engagements
"@BDEPardell $SQQQ . Big Tech stocks due for a big drop"
X Link 2026-01-16T03:06Z [----] followers, [----] engagements
"STRIP DIVIDEND PAYOUT FOR CANADIAN E&P. HOW MUCH TROUBLE IS $CNQ / $CNQ.TO IN"
X Link 2026-01-16T10:55Z [----] followers, 11.4K engagements
""$1.3bn in share buybacks" but the sharecount doesn't barely ever drop. Gonna take more then that champ. Unfortunately as I have been saying past 2-3 years $CNQ has very little FCF after the dividend. Hence they heavily underperformed the likes of $IMO $ATH.TO etc who buyback. @NuggetCapital Did Murray Edwards run over your dog or something Cash flow is not an issue for CNQ. They had share buybacks of over $1.3B in [----]. Expectations of higher commodity prices in [----]. There will be another divvy increase in [----] Q2. Sorry Rog. @NuggetCapital Did Murray Edwards run over your dog or something"
X Link 2026-01-17T03:40Z [----] followers, [----] engagements
"@taobanker Just to clarify largest 'food' holding not holding in general. But I did up my position on Friday. $NOMD getting taken down by some US issues like SNAP concerns despite having no SNAP exposure. Think space moves big when earning growth becoming positive again. This year"
X Link 2026-01-17T15:59Z [----] followers, [----] engagements
"100% truth on $CNQ. IMHO they (the CNRL compounder bro army) never admit they are wrong no matter how many years' pass. When Baytex outperforms you if you are not doubting "GOAT" status of the aforementioned bro check yourself in. @cwietz1 @NuggetCapital Lets slow it down even further for you. In [----] CNQ spent 76% of fcf on its dividend. Based off strip prices for [----] and [----] that % goes up to 95% for both years leaving a meagre 5% of fcf for buying back shares. @cwietz1 @NuggetCapital Lets slow it down even further for you. In [----] CNQ spent 76% of fcf on its dividend. Based off strip"
X Link 2026-01-18T00:16Z [----] followers, [----] engagements
"@BDEPardell @jim_duffus @ng_TO1 Looks like Fidelity is unloading $ARX.TO bigtime. They must own in diff funds. From the latest 13F"
X Link 2026-01-18T02:02Z [----] followers, [---] engagements
"@taobanker $NOMD $LINE $KHC for the moment. I have to do more research on $CAG. Personally found out I like their frozen food which I buy occasionally when on the go as it is healthy and tastes good so I can vouch for product being in style"
X Link 2026-01-18T02:22Z [----] followers, [----] engagements
"SHOTS FIRED FROM THE BASKIN CAMP TO GOLD BROS Noted portfolio manager @BarrySchwartzBW likens buying gold stocks here to the marijuana frenzy. "Investing is not that easy." says Schwartz. Margin for gold producers is $2000+ an ounce. Scarcity gone https://www.bnnbloomberg.ca/video/shows/the-open/2026/01/19/people-need-to-understand-how-volatile-commodity-prices-are-schwartz/ https://www.bnnbloomberg.ca/video/shows/the-open/2026/01/19/people-need-to-understand-how-volatile-commodity-prices-are-schwartz/"
X Link 2026-01-19T21:59Z [----] followers, [----] engagements
"@BeCurious_5 $T.TO IS HARDER TO GAUGE. YOU HAD A REBOUND FROM THE CLUELESS DIVIDEND DOGS AND SUCKERS WHO THOUGHT A BUNCH OF RICH GUYS BUYING A FEW SHARES IS BULLISH. I EXPECT THEM TO CUT DIVIDEND. HOWEVER TOUGH SHORT W/ HIGH CARRY"
X Link 2026-01-26T02:58Z [----] followers, [---] engagements
"@BeCurious_5 Seems like it has hurt the narrative/growth. Also the telecom war which is mostly over and entry of low cost carriers like Freedom Mobile. High debt and higher rates which haven't gone done on the long-end at all. Very bearish for Telus in my opinion. $T.TO"
X Link 2026-01-26T03:01Z [----] followers, [---] engagements
"$CJ.TO which has an unsustainable dividend and a 'whole lotta low decline high opex stripper wells' is making mince meat out of all the big boys for the most part flossing a 9x ev/ebitda multiple which is higher then Canadian Natural Resources. Has Canadian energy re-rated For example $CJ.TO with a higher multiple then mighty $EOG & even the big dog $CNQ. Canadians love their unsustainable dividends. https://t.co/ndIIByk7wv Has Canadian energy re-rated For example $CJ.TO with a higher multiple then mighty $EOG & even the big dog $CNQ. Canadians love their unsustainable dividends."
X Link 2026-01-27T05:06Z [----] followers, [----] engagements
"THE QUESTION THAT #TEAMTERRY $ARX.TO IS PROB GETTING ASKED OFTEN IN WHISTLER IS WHETHER THERE ARE GHOSTS IN THE CLOSET. HE THINKS HE CAN FIX THE PROBLEMS BUT SKEPTICS SAY IF A FIX IS POSSIBLE A PROBLEM EXISTS "NOBODY WANTS TO GET PIPED ROGER." -A SENIOR MIDSTREAM ANALYST @ NCP Needless to say but next earnings will be important for $ARX.TO. So far we are seeing lower lows lower highs and a failed breakout attempt. #oott #eft #com https://t.co/RGL3ym8P1x Needless to say but next earnings will be important for $ARX.TO. So far we are seeing lower lows lower highs and a failed breakout attempt."
X Link 2026-01-27T20:22Z [----] followers, [----] engagements
"$ARX.TO. Canadian investment tycoon @km66chu has some concerns. @NuggetCapital Coming reserve report for [----] is where the pipe will be @NuggetCapital Coming reserve report for [----] is where the pipe will be"
X Link 2026-01-27T23:55Z [----] followers, [----] engagements
"Many good permabulls are in gold stocks because they think the US will just print money. But they forget that many gold miners just print shares - a longstanding trend see below. Will this time be different Doubt it. But price drives narrative for now. $ABX $NEM $BTG"
X Link 2026-01-28T03:17Z [----] followers, 12.2K engagements
"$CSU.TO now down 22% from this cryptic NCP warning from our back office department. Were the Edmonton Oilers the same after losing Wayne Gretzky Of course not. So why would Constellation Software be the same after losing the warlock Mark Leonard. Think about that bulls. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep going up. Looking like a tired race horse here. In-house algo noted once CSU bros who used to despise oil waltzed into $CNQ it was pretty much game over. That was [----]. $CSU.TO always wondered how a non-stop software acquisition vehicle could keep"
X Link 2026-01-28T03:21Z [----] followers, [----] engagements
"@BubleQe @FullScopeWelds Also $AP.UN which was a top pick of Scotia and a top short idea for me. I just don't see how $T.TO mitigates it without a signifciant decline in long bond interest rates. Would love to see it. Future downgrades are possible which will raise borrowing costs as well. Prob wrong"
X Link 2026-01-29T01:57Z [----] followers, [---] engagements
"@tclaugus2 What about $NOMD added it in size and bought more already into [----] on the pullback. Pretty excited for that one and hope we see a turnaround there. Rotational flows would be epic if it continues"
X Link 2026-01-31T01:08Z [----] followers, [----] engagements
"My question for @Cole_Smead on his @inthemoneypod is why is Smead known for investing in oil when his largest position by far in the fund is a commercial real estate #REIT $SPG. If this is correct does Smead plan to start a REIT Mafia (REIT mafia has a real pro context btw) Live Q&A Send your questions to me on DM @SmeadCap or to @baystreetamber for Monday. We are looking forward to them Live Q&A Send your questions to me on DM @SmeadCap or to @baystreetamber for Monday. We are looking forward to them"
X Link 2026-01-31T01:23Z [----] followers, [----] engagements
"@Gary79699215 @tclaugus2 Will take a look. I'm generally looking at defensive rather then growth-high multiple cos. So many are starting to unwind. A case like $NOMD or even a $GIS has seen EBITDA contraction but could easily return to positive territory this year but trades low multiple/defensive"
X Link 2026-01-31T01:35Z [----] followers, [---] engagements
"@rockcreekfreak @TheJanard @parrafincontrol @KramerKarma1 @calvinfroedge Oil guys going gold bulls is bearish AF RCF"
X Link 2026-02-01T04:59Z [----] followers, [---] engagements
"@TheWiseIC What is your thesis on $BAM"
X Link 2026-02-03T21:56Z [----] followers, [----] engagements
"@RumCoke192361 As long as you have an Iran carrot dangling there and a flood of debasement headlines everyday generalist investors/FM use $CNQ as their go to play. It's a short here tho along with a number of other names in my opinion (high conviction.)"
X Link 2026-02-04T19:53Z [----] followers, [---] engagements
"@cubedpermian New type of contrarian investor. Find the highest multiple oil stock and get bullish. $Hwx.to and $Cj.to battling it out for first place"
X Link 2026-02-04T19:58Z [----] followers, [---] engagements
"$GFR was my top oil pick in [----]. Wrote about it in December and published. So far crushing the overvalued over owned $CNQ. Just saying. @NuggetCapital been trading commodities for [--] years here.from a vet trader just admit mistakes.looks better and not a big deal. @NuggetCapital been trading commodities for [--] years here.from a vet trader just admit mistakes.looks better and not a big deal"
X Link 2026-02-04T22:33Z [----] followers, [----] engagements
"Excellent @inthemoneypod listen with @Cole_Smead. Wonder what diversified Canadian REIT he's looking at/in. $HR.UN - an NCP top pick Also get out of $QQQ while you still can. $5bn AUM two man band must be doing something right there. Highly rec'd listen. ๐จ new episode THE REVENGE OF THE VALUE INVESTOR Don't miss @Cole_Smead and his father Bill on why it's value's turn to outperform (and why that includes Canadian stocks) TUNE IN NOW Apple: https://t.co/URebohKaFA Spotify: https://t.co/6ZacCiVL38 YouTube: https://t.co/n2KJblNtTW ๐จ new episode THE REVENGE OF THE VALUE INVESTOR Don't miss"
X Link 2026-02-05T15:26Z [----] followers, [----] engagements
"They laughed at us in REITs. They ain't laughing anymore. Still early in the REIT cycle. YOU CANT PRINT REAL ESTATE YOU CANT PRINT LAND Except REITs are doing surprisingly well right now. They are the anti-AI asset class :) Except REITs are doing surprisingly well right now. They are the anti-AI asset class :)"
X Link 2026-02-05T22:13Z [----] followers, [----] engagements
"@BB19043 @arcresources $ARX.TO guidance pull is definitely bullish. Right ๐ณ"
X Link 2026-02-05T22:53Z [----] followers, [----] engagements
"I'm gonna load up on physical including that World Series memorable coin set when silver hits $30 again in a few weeks. SILVER SLUMPED AS MUCH AS 20% ERASING ITS RECENT REBOUND AS SPECULATIVE FLOWSLED BY CHINADROVE EXTREME VOLATILITY NOT SEEN SINCE [----] AND LEFT THE MARKET SEARCHING FOR A FLOOR NEAR $70 AN OUNCE. SILVER SLUMPED AS MUCH AS 20% ERASING ITS RECENT REBOUND AS SPECULATIVE FLOWSLED BY CHINADROVE EXTREME VOLATILITY NOT SEEN SINCE [----] AND LEFT THE MARKET SEARCHING FOR A FLOOR NEAR $70 AN OUNCE"
X Link 2026-02-05T23:36Z [----] followers, [----] engagements
"$ARX.TO pulled guidance and the 'big boys' are saying this is maximum bearish. They think there is mega downside tomorrow. I'm not too smart but one thing I learned in O&G is not to disrespect these types of volume. Insiders almost always leak 'some' information to their allies. $ARX.TO taking a kicking on a day all other names ripped. Back in November NCP highlighted the huge volume sparked reason for concern after the bad well results at Attachie a key development project for Arc. Still meaningless or did Team Terry's luck run dry https://t.co/owKQCO5WOa $ARX.TO taking a kicking on a day"
X Link 2026-02-06T00:03Z [----] followers, [----] engagements
"@Jmacvbvbv No position. I don't need the headache and trade overhang. Think it does fine but see better opportunities elsewhere. I am also 100% USA"
X Link 2026-02-06T00:12Z [----] followers, [---] engagements
"@VanIsleInvestor I am not shorting. I was looking to potentially go long $ARX.TO. However my sources think there could be $4-5 downside based on losing the Attachie play so I am not planning to do anything tomorrow there. Maybe force Team Terry to swallow the poison pill like Veren did for M&A"
X Link 2026-02-06T01:55Z [----] followers, [----] engagements
"@TheWiseIC @JamesJstuartb He blocked me Bet he wish he didn't. RIP"
X Link 2026-02-06T14:45Z [----] followers, [---] engagements
"@Gabfedfra @BubleQe $CNQ goes up with macro flows. Fund managers buy it as a hedge for geopolitical risk. With Iran in the news you have had a flight to it. At 10x ebitda doubt it continues. If Trump makes deal w/ Iran they likely in trouble. 20% decline easily incoming"
X Link 2026-02-07T12:18Z [----] followers, [---] engagements
"@segen1971 @Gabfedfra @BubleQe See how it lasts. I think many energy stocks are overvalued now. People who buy here in numerous names could end up under water for years. Could be wrong but that's my hunch. Still opportunity but you need to be a lot more careful in an everything rally"
X Link 2026-02-08T15:19Z [----] followers, [--] engagements
"Takes big kahunas to say bonds will be the next "big" trade ๐บ "US T-bonds are the NBT (next big trade) May be a perfect trade: T-bonds going up mean lower inflation a top election issue." The Path Toward $10000 Bitcoin Includes a Bounce from $64000 - Here's how/why (my own-it or wear-it views): - $64k is a speedbump on the way back down roughly the mode from [----] the year that fueled the final silliness stage - Future generations will replace tulip mania The Path Toward $10000 Bitcoin Includes a Bounce from $64000 - Here's how/why (my own-it or wear-it views): - $64k is a speedbump on the"
X Link 2026-02-08T21:23Z [----] followers, [----] engagements
"Looks like the big boys are coming for #TeamTerry who has been nothing short of a disaster for equity holders at $ARX.TO after botching Attachie. Maybe another back door M&A play on the cheap A [---] million share block purchase. "That's too big to be Nuttall Roger.""
X Link 2026-02-09T22:47Z [----] followers, 15.1K engagements
"@TheWiseIC All members of the NCP team have taken the CSI Trader Course. I strongly rec'd this course/education to all newbie and mid level associates: https://www.csi.ca/en/learning/courses/ttc https://www.csi.ca/en/learning/courses/ttc"
X Link 2026-02-09T23:08Z [----] followers, [----] engagements
"Well at least natgas bros can take a sigh of relief here. Very little chance they are part of this commodities bubble in the view of NCP macro team. Oil too although I expect downside if there is a deal on Iran but probably not much. BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S. equities and megacap tech remain relatively stable. https://t.co/rA7aWaeMpn BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of"
X Link 2026-02-10T14:23Z [----] followers, [----] engagements
"EMPLOYMENT ROLLING OVER NUMBER WISE AT LEAST TRUMP OFFICIALS SOUNDING THE ALARM IN ADVANCE TO "PREP" THE MARKET INFLATION IS REALLY LOW @truflation RETAIL SPENDING IS DEAD AND EVERYBODY IS BULLED UP ON GROWTH STOCKS AND BEARISH BONDS. WHAT CAN GO WRONG PROBABLY A LOT. TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS"
X Link 2026-02-10T15:16Z [----] followers, [----] engagements
"@LonesomeC0wb0y @truflation Well we'll see. Let's see how the data impacts into week end. I'm not usually compelled by bonds and you'd be hard struck to find a PM on BNN who dares says they want exposure"
X Link 2026-02-10T18:08Z [----] followers, [--] engagements
"$AP.UN a top short idea of the team at Nugget Capital Partners (NCP) out with results that are far worse then even I expected. A $500 million dollar offering near all-time lows (and still not cheap) & Mike Emory is stepping done. Yikes. Could see 20-30% downside easily tomorrow. $AP.UN likely headed much much lower. Out tonight with a sneaky sneaky Shelf Prospectus signalling their intention to issue units. NCP properly projected their distribution cut early in the year & declared it remained a short after the cut. We think it could end up as a $0. https://t.co/jjYLdTdAEj $AP.UN likely headed"
X Link 2026-02-10T21:45Z [----] followers, [----] engagements
"@cubedpermian @rynokinsight @truflation Well bonds are a near-term hedge. I'll decide on whether to keep them or not. Already up 4% on my Pimco funds that I added at EOY so enjoying buying discounted NAV muni bond funds. Seem to be seeing inflows. If market sells off I beleive long bond could catch a bid without cuts"
X Link 2026-02-10T22:29Z [----] followers, [---] engagements
"@SA_VanInvestor @cubedpermian @rynokinsight @truflation Oh. Maybe bullish crypto scams revenueless tech etc I guess we'll see. If Trump boy wants lower rates pretty sure he gonna have to sacrifice $Qqq and big job reports. Anna Wong @AnnaEconomist who is sharp as a hawks beak says BIG revisions downward tomorrow"
X Link 2026-02-11T04:22Z [----] followers, [---] engagements
""I don't always buy get bullish oil stocks but when I do I wait until gasoline inventories are surging and Canadian E&P multiples are near all-time highs." US commercial petroleum inventories FELL by [---] MMbbl last week despite a BIG [---] MMbbl rise in commercial crude stocks. Gasoline stocks continued to rise (๐ฌ) while diesel stocks fell further back. Headline draw driven by nearly [--] MMbbl in other productlargely NGLsdeclines. https://t.co/p0X3Pq2yCT US commercial petroleum inventories FELL by [---] MMbbl last week despite a BIG [---] MMbbl rise in commercial crude stocks. Gasoline stocks"
X Link 2026-02-11T16:06Z [----] followers, [----] engagements
"@trapping_value $DOC is my US health care REIT"
X Link 2026-02-11T16:55Z [----] followers, [---] engagements
"@cubedpermian @Mintgecko We worked hard for our energy money since [----]. Endured the bagholder era under unfavourable policy hit it big post [----]. The new wave of energy investor today is chasing momentum/macro narratives. Still patches of company specific execution-ops but you have to be very careful"
X Link 2026-02-12T01:07Z [----] followers, [---] engagements
"You know President T is going to jerry rig it even if the Adobe Digital bros are right. I am a BIG FAN of Annie Wong here so I'll take her side as my "go-to" macro views on data anyday. So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital index. One shows inflation crashing 1% the other flags inflation at highest in [--] years. Bessent endorsed the former Wall Street pays a lot of attention to the https://t.co/VzR2IpXyfj So moving on to CPI on Friday. Here we weigh in on the cognitive dissonance that is Truflation vs Adobe digital"
X Link 2026-02-12T04:01Z [----] followers, [----] engagements
"@plutusofcrete89 @VanIsleInvestor @BubleQe The only resi REIT I hold now in Canada is $NRR.UN. I will consider $CAR.UN if it pulls back to 52-week low"
X Link 2026-02-13T04:52Z [----] followers, [---] engagements
"#Copper alignment doesn't matter until it does. Insiders sold too early but these stocks run off narrative. Are people buying this trash the smart money I'd say they were last year. Buy it now and you get bagged. $ERO.TO $IVN.TO $CS.TO $FCX"
X Link 2026-02-14T22:43Z [----] followers, [----] engagements
"@skippy991 @MWG_Jamie @taobanker $Sap.to up 80% ytd. I remember some very wise investors telling me cheese milk both dead. First time i heard frozen food was dead though. love it"
X Link 2026-01-17T20:50Z [----] followers, [--] engagements
"You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most cases but congrats on the V. [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18% [----] Exxon +26% Mag [--] +2% 1-Year *+41% vs +18%"
X Link 2026-02-10T15:29Z [----] followers, [----] engagements
"Looky looky. NCP was right about $BCE.TO $RCI.B $QBR.B and soon will be right about $T.TO when they cut the dividend and the company loses it multiple. Get out while you still can buy back after that. It is NOT priced in. TD analyst predicts a dividend cut (still recommends the stock as a BUY). $T.TO https://t.co/YDifM9h6XR TD analyst predicts a dividend cut (still recommends the stock as a BUY). $T.TO https://t.co/YDifM9h6XR"
X Link 2026-02-13T14:42Z [----] followers, [----] engagements
"@AncientSion Could be but I would rather wait until earnings. Most $T.TO investors hold it for the dividend and will feel betrayed. When it falls below peers multiple wise after capitulation then it is probably a buy like $BCE.TO was. People only chose Telus for the dividend so it will hurt"
X Link 2026-02-13T21:58Z [----] followers, [---] engagements
"Don't worry the Houthis & IRGs are going to close the Hormuz Straits by the time the Gerald Ford reaches the Gulf of Aden from Venezuela. Everything is going to work out for the guys buying midcap E&P at 12x ebitda and some US OFS cos at 17x ebitda. #OOTT $USOIL - Closed lower for a 2nd week in a row. It badly needs a U.S. strike in Iran to gain traction otherwise we may have seen an early intermediate term top just like the one last June. A weekly close below the [--] week MA will confirm that it made an intermediate top [--] weeks https://t.co/84v6pLyb7x $USOIL - Closed lower for a 2nd week in a"
X Link 2026-02-14T23:24Z [----] followers, [----] engagements
"@taobanker @Mr_Neutral_Man $COLD has more actionable catalysts short-term then $LINE. I agree and thought the same regarding pair trade. Lineage has a limited float and short interest now at 13%. COLD could sell international assets anyday and has a activist investor w/ now two board seats"
X Link 2026-01-17T15:54Z [----] followers, [---] engagements
"@BubleQe @FullScopeWelds Well I had no argument against $TD but I nailed a lot of dividend darling that people told me I was wrong on. $BCE $SPB $BIR to name few off the top of my head. $T.TO will be joining them in my view. Anything can go up in the s/t especially when analysts pumping & oversold"
X Link 2026-01-29T01:56Z [----] followers, [---] engagements
"$SU posted exceptional results but now the valuation is reflective of that. At 8x ev/ebitda it's trading about the same as $CNQ. There is no more valuation gap. If you buy Suncor here I'll be very surprised if you aren't down money by the end of the year. GL to da bullz"
X Link 2026-02-04T07:37Z [----] followers, [----] engagements
"Can someone ask the $T.TO insiders why they are buying Telus instead of $VZ With Verizon you get a nearly 7% yield lower multiple better growth prospects and higher FCF yield and 8x the market capitalization. Is an extra 3% really worth the div cut risk premium"
X Link 2026-01-02T03:51Z [----] followers, 13.5K engagements
"@taobanker @Mr_Neutral_Man I believe $LINE has better facilities and long-term potential then $COLD. They also have expected cost savings coming with their inhouse LineageOS automation software ($200m/year). If COLD sells international should help Line which has a lot of international assets as well"
X Link 2026-01-17T15:57Z [----] followers, [---] engagements
"The $T.To dividend army will NOT like what the CIBC banksters have just released. A startling 100% plus payout ratio all the way until [----]. But the good news perhaps is they have been dethroned by $RCI.B as the highest multiple teleco in Canada. Buy $BCE sell the other two. Can someone ask the $T.TO insiders why they are buying Telus instead of $VZ With Verizon you get a nearly 7% yield lower multiple better growth prospects and higher FCF yield and 8x the market capitalization. Is an extra 3% really worth the div cut risk premium https://t.co/yHJzhYJbtn Can someone ask the $T.TO insiders"
X Link 2026-01-28T20:41Z [----] followers, [----] engagements
"@TheWiseIC @DivGrojourney @PronkDaniel What is going on at $GSY.TO Loss provisions are soaring. Net income is slowing. Short interest climbing after the drop. WHAT DO THEY KNOW THAT YOU NEED TO KNOW"
X Link 2026-01-29T17:52Z [----] followers, [----] engagements
"The time to buy commodity stocks is when the outlook is grim and probably can't get any worse. lol. #natgas. @NuggetCapital at sub 1$ AECO @NuggetCapital at sub 1$ AECO"
X Link 2025-08-25T00:38Z [----] followers, 66.3K engagements
"$WCP.TO bulls are going to like this: TD Bank analysts said they missed only $625 million dollars in FCF from their prior estimates. Something just doesn't add up here. NCP are very very suspect"
X Link 2025-10-23T08:57Z [----] followers, [----] engagements
"$AEM $GDX insiders are running for the hills as fast as they can. Looks like the Agnico Eagle jersey photo with the two Boyd sons' marked the official top. Insiders can't sell the stock fast enough none of them are buying. "It's probably a red flag." - Compliace Dept @ NCP. There's a fan with an $AEM jersey behind the umpire on a $50k ticket for Game [--] in the World Series and you are not selling your gold stocks Rip $GDX $GDXJ https://t.co/AZdSa8Z1XD There's a fan with an $AEM jersey behind the umpire on a $50k ticket for Game [--] in the World Series and you are not selling your gold stocks Rip"
X Link 2025-11-21T10:58Z [----] followers, [----] engagements
"@BubleQe @FullScopeWelds $T.TO has over $20bn of duration debt without the revenue growth. Their payout for the next few years in excess of 100% is just wreckless and dangerous. It trades at a a multiple premium to the largest US telecos with significantly larger margin of safety. Worst r/r of telecos"
X Link 2026-01-29T01:44Z [----] followers, [---] engagements
"Tough start to the year for some fallen Canadian leaders. $TRI / $TRI.TO getting clock cleaned. Very dangerous times to not know what you own in tech related stocks - including data service providers"
X Link 2026-02-03T14:36Z [----] followers, [----] engagements
"@WSB_redditor Tell me why we should I was actually going thru $TRI last night but it comes down to knowing what you own. Lots of disruptions happening of late. Even Bloomberg Terminal at mega risk in my opinion so guessing that's a risk for Reuters as well"
X Link 2026-02-03T14:46Z [----] followers, [---] engagements
"$GFR.TO / $GFR now up 27% from the time of writing in December against 12% for the $XEG.TO. Rec'd dumping then overvalued $SCR.TO before special payout around $44 to buy GFR which was heavily undervalued. Has worked out so far. @PerpetualValue @BrownMarubozu From my experience forced index buying is usually a good opportunity to unload especially when it violates fundamentals. IN my opinion that is the case of Strathcona. Obviously goes higher in the long run but tough to see upside from here. GL if hanging in. I like $GFR tho. @PerpetualValue @BrownMarubozu From my experience forced index"
X Link 2026-02-09T22:29Z [----] followers, [----] engagements
"PETER LINDER GETTING RICH OUT OF HIS MIND AT $TNZ.TO. "I DON'T KNOW WHAT TO DO WITH ALL THE MONEY." - PETER LINDER PROBABLY"
X Link 2026-02-11T16:01Z [----] followers, [----] engagements
"Will $ENB ever pay off its debt Over $100bn and seems to go up every year along with more dilution as the sharecount on a steady growth pace. Dividend hounds worship the ground it walks on along w/ other pipes. "It's all fun & games until the pref ponzi market runs dry Roger.""
X Link 2026-02-13T22:51Z [----] followers, 16.6K engagements
"Time to add copper stocks $ERO.TO $CS.TO $IVN.TO ๐๐ BOOM Total exchange-monitored #copper stocks have exceeded [--] million tons after a 19th consecutive weekly build rising by [----] kt to [----] kt. All three major exchanges recorded increases led by Shanghai (+23.6 kt to [-----] kt) and London (+20.6 kt to [-----] kt). Activity https://t.co/GRaQtOBLBy BOOM Total exchange-monitored #copper stocks have exceeded [--] million tons after a 19th consecutive weekly build rising by [----] kt to [----] kt. All three major exchanges recorded increases led by Shanghai (+23.6 kt to [-----] kt) and London (+20.6 kt to"
X Link 2026-02-14T01:50Z [----] followers, [----] engagements
"$CSGP maybe buying information companies trading at 150x p/e wasn't a good idea. The bears are out in full force claiming this is evidence that the real estate market is imploding. FALSE. Claude is coming for them all. $JLL $CBRE but it can't code HARD ASSETS which NCP is buying"
X Link 2026-02-14T23:35Z [----] followers, [---] engagements
"The time to buy commodity stocks is when the outlook is grim and probably can't get any worse. lol. #natgas. @NuggetCapital at sub 1$ AECO @NuggetCapital at sub 1$ AECO"
X Link 2025-08-25T00:38Z [----] followers, 66.3K engagements
"@NuggetCapital at sub 1$ AECO"
X Link 2025-08-24T17:03Z [----] followers, 64.6K engagements
"#OIL STOCK BUYING CHECKLIST: โ Nuttall bearish โ Amrita calling for $40 โ Perma bulls selling oil to buy gas โ TradeOilStocks not buying โ Sankey bearish โ Kao bearish โ No Baskin podcast about CNRL past month โ Burnsco not liking Baytex for torque โ No #COM Spaces"
X Link 2025-05-01T11:11Z [----] followers, 106.4K engagements
"Buying consumer staples at all time low valuation multiples seems like a prudent investment decision. What could go wrong Wow https://t.co/y85cC2sEQl Wow https://t.co/y85cC2sEQl"
X Link 2025-11-01T12:54Z [----] followers, 102.2K engagements
"Wow Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof. Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof"
X Link 2025-10-31T15:27Z 27.7K followers, 1.2M engagements
"All I know is that if oil goes into the $40s it is going to be a table pounding buy opportunity. If it goes into the $30s oil stocks likely offer life changing money opportunities (assuming you weren't all in ahead of time.) BRING IT ON HRH. FINAL FLUSH OF THE OIL BULLS OPEC not even halfway through with the voluntary cuts And once they get through the voluntary then they have the actual base quotas to unwind Oil market is tight ๐ OPEC not even halfway through with the voluntary cuts And once they get through the voluntary then they have the actual base quotas to unwind Oil market is tight ๐"
X Link 2025-05-03T15:16Z [----] followers, 41.7K engagements
"WARREN PIES: Growth scare coming in Q1/Q2. Fed to cut more then expected. Second wave of inflation not coming. Disflation is coming. Labor market weakening. All music to the ears of the team at Nugget Capital Partners who are positioned for this. I enjoyed discussing the @3F_Research [----] Outlook w/ the excellent @jonfortt Thank you for having me on. https://t.co/zflVmIBAlG I enjoyed discussing the @3F_Research [----] Outlook w/ the excellent @jonfortt Thank you for having me on. https://t.co/zflVmIBAlG"
X Link 2024-12-14T16:53Z [----] followers, 61.8K engagements
"I enjoyed discussing the @3F_Research [----] Outlook w/ the excellent @jonfortt Thank you for having me on. https://www.youtube.com/watchv=Kfn1MJhCI7k https://www.youtube.com/watchv=Kfn1MJhCI7k"
X Link 2024-12-14T16:16Z 65K followers, 61.8K engagements
"WARREN PIES: 3-4 RATE CUTS COMING THIS YEAR AVOID RESOURCE STOCKS UNDERWEIGHT ENERGY OVERWEIGHT BONDS. US MARKET CAN'T HANDLE 7-HANDLE MORTGAGES. DISFLATION AND RATE CUTS ARE COMING. BRACE YOURSELF. I discussed some of these factors (and why we reduced equity exposure) w/ @ScottWapnerCNBC a week ago. https://t.co/hUKOQSSzwg I discussed some of these factors (and why we reduced equity exposure) w/ @ScottWapnerCNBC a week ago. https://t.co/hUKOQSSzwg"
X Link 2025-02-23T00:44Z [----] followers, 83.2K engagements
"I discussed some of these factors (and why we reduced equity exposure) w/ @ScottWapnerCNBC a week ago. https://www.youtube.com/watchv=LspVl2G7t3g https://www.youtube.com/watchv=LspVl2G7t3g"
X Link 2025-02-21T21:08Z 64.3K followers, 121.8K engagements
"While he pretends to care about the middle class and students it's important to note that even @theJagmeetSingh wife @gurkirankaur_ wears a #Rolex. Looks like a diamond dial datejust. The man of the people my backside. ๐ #cdnpoli #bcpoli #burnaby #jagmeetsingh The cost of a one bedroom in Toronto is over $2500/month. This is a nightmare for Canadians - especially students. They're going hungry in order to pay their rent. In this country no one - including students should have to starve to put a roof over their head. The cost of a one bedroom in Toronto is over $2500/month. This is a"
X Link 2023-08-27T21:09Z [----] followers, 102.6K engagements
"The cost of a one bedroom in Toronto is over $2500/month. This is a nightmare for Canadians - especially students. They're going hungry in order to pay their rent. In this country no one - including students should have to starve to put a roof over their head"
X Link 2023-08-27T14:30Z 609.3K followers, 807.4K engagements
"$CVE WHAT A BEAST. OPERATING AT 104% DOWNSTREAM CAPACITY IN CANADA. NEARLY $1BN OF FREE CASH FLOW IN Q1 [----]. AN 11% DIVIDEND HIKE"
X Link 2025-05-08T10:16Z [----] followers, 21.1K engagements
"$30 oil means a chance to buy $CNQ for a 7.8% yield and probably 50% upside potential. All the generalist investors should be salivating off that but they probably won't be becuz they started getting long at $80 and $90 CNRL after dumping on oil for years until it got hot. lol. Hello $30 #WTI #OOTT #EFT #COM #BRENT Hello $30 #WTI #OOTT #EFT #COM #BRENT"
X Link 2025-05-04T12:09Z [----] followers, 28.4K engagements
"Hello $30 #WTI #OOTT #EFT #COM #BRENT"
X Link 2025-05-04T09:53Z [----] followers, 30K engagements
"$MEG.TO likely a table pounding buy here. Back to multi-year lows despite massive deleveraging of higher cost debt now buying back stock and with a couple new pipelines. The best oilsands asset at Christina Lake and possibly a top M&A candidate for any of the oilsands majors. Yay $meg.to trade Down $300k in just a few days https://t.co/LpxCL5C7MU Yay $meg.to trade Down $300k in just a few days https://t.co/LpxCL5C7MU"
X Link 2025-01-17T20:27Z [----] followers, 41.8K engagements
"Yay $meg.to trade Down $300k in just a few days"
X Link 2025-01-17T15:13Z [----] followers, 37.1K engagements
"So let me guess this right: - .@MPelletierCIO bragging about being underweight oil - Eric Nuttall @ 45% #natgas - Burnsco dumped Baytex and went full Bitcoin - @oilydreamz has renounced the trade - Jeff Currie capitulated And there are people who think oil falls further here ๐คฃ"
X Link 2025-03-13T00:27Z [----] followers, 23.1K engagements
"HALLIBURTON SAYS THE RIG ACTIVITY IS BELOW EXPECTATIONS EVEN IN SAUDI ARABIA WHILE NAM IS ROLLING OVER. THE QUESTION TO THE BEARS IS WHERE DO YOU EXPECT THE INCREMENTAL BARRELS TO COME FROM. YOU NEED TO KILL DEMAND OR INCREASE SUPPLY THAT'S HOW IT WORKS. - ROGER. $HAL #OOTT"
X Link 2025-10-21T15:42Z [----] followers, 15.4K engagements
"JOSH YOUNG: OIL PRICES SHOULD BE $85 BASED ON INVENTORY LEVELS PRICES ARE UNTETHERED FROM FUNDAMENTALS HEADED INTO A DEFICIT NOT A GLUT THE LONGER LOW PRICES LAST THE WORSE IT GETS FOR OIL BEARS. #OOTT H/T @inthemoneypod ๐จ new episode ๐จ This Texas energy investor has a soft spot for Canadian energy stocks Find out where @joshyoung is investing and how he thinks about the current pop in oil prices We talk oil at $85 OPEC+ wildfires M&A and activism and of course #ProPicks (and yes ๐จ new episode ๐จ This Texas energy investor has a soft spot for Canadian energy stocks Find out where"
X Link 2025-06-03T13:22Z [----] followers, 22.3K engagements
"๐จ new episode ๐จ This Texas energy investor has a soft spot for Canadian energy stocks Find out where @joshyoung is investing and how he thinks about the current pop in oil prices We talk oil at $85 OPEC+ wildfires M&A and activism and of course #ProPicks (and yes $JOY.TO) Listen here: Apple: Spotify: RSS: https://feeds.transistor.fm/in-the-money https://open.spotify.com/show/4V4tAv8bnGxa0CkVG3vXHJ https://podcasts.apple.com/ca/podcast/in-the-money-with-amber-kanwar/id1790432796 https://feeds.transistor.fm/in-the-money https://open.spotify.com/show/4V4tAv8bnGxa0CkVG3vXHJ"
X Link 2025-06-03T11:59Z [----] followers, 33.9K engagements
"OIL +4.2% NATTY +7% PUT IT IN MY VEINS ๐บ Will laugh my derriere off if all the perma oil bulls capitulted at the bottom while NCP brought up the overall portfolio to 11% energy last week. #OOTT Will laugh my derriere off if all the perma oil bulls capitulted at the bottom while NCP brought up the overall portfolio to 11% energy last week. #OOTT"
X Link 2025-06-02T11:54Z [----] followers, 20.6K engagements
"Will laugh my derriere off if all the perma oil bulls capitulted at the bottom while NCP brought up the overall portfolio to 11% energy last week. #OOTT Crude inventories are not building. Seasonal draw is ahead of us. Floating storage ain't a factor as usual Iranian barrels found their way to China. https://t.co/0mQyvilx8k Crude inventories are not building. Seasonal draw is ahead of us. Floating storage ain't a factor as usual Iranian barrels found their way to China. https://t.co/0mQyvilx8k"
X Link 2025-06-01T17:13Z [----] followers, 25.3K engagements
"OMG. I just sold all my oil stocks to buy more popular US natural gas E&P last week. ๐คฃ NOT. The Shahran oil tank farm/ depot in southern Tehran is on fire according to Iran's oil ministry. #oott https://t.co/poLN4t1sIs The Shahran oil tank farm/ depot in southern Tehran is on fire according to Iran's oil ministry. #oott https://t.co/poLN4t1sIs"
X Link 2025-06-14T21:27Z [----] followers, 32.3K engagements
"The Shahran oil tank farm/ depot in southern Tehran is on fire according to Iran's oil ministry. #oott"
X Link 2025-06-14T21:01Z 14.1K followers, 42.1K engagements
"LOL. Buy oil here. #OOTT #COM"
X Link 2025-05-01T09:22Z [----] followers, 40K engagements
"PHEW. OIL BULLS ARE STILL SAFE. SANKEY RE-AFFIRMS HIS $40 OIL CALL. CHEERS. #OOTT Call for $40/barrel Oil Still Good: Heres Why Weekly video dropped subscribe to our YouTube channel for more: https://t.co/r6Y5uDtPZE via @YouTube Call for $40/barrel Oil Still Good: Heres Why Weekly video dropped subscribe to our YouTube channel for more: https://t.co/r6Y5uDtPZE via @YouTube"
X Link 2025-06-12T13:20Z [----] followers, [----] engagements
"Call for $40/barrel Oil Still Good: Heres Why Weekly video dropped subscribe to our YouTube channel for more: via @YouTube https://youtu.be/SYau9b1OmYosi=GBImyAvwi1GI7wGK https://youtu.be/SYau9b1OmYosi=GBImyAvwi1GI7wGK"
X Link 2025-06-12T12:08Z 28K followers, 41.6K engagements
"There is simply no hope. Time to get bearish at [--] year lows #OOTT ๐ข Hedge Funds Cut Bullish #Oil Bets to 17-Year Low as Surplus Looms - Bloomberg https://t.co/nuGZ4deKqI https://t.co/BloipKTeDk ๐ข Hedge Funds Cut Bullish #Oil Bets to 17-Year Low as Surplus Looms - Bloomberg https://t.co/nuGZ4deKqI https://t.co/BloipKTeDk"
X Link 2025-08-24T07:05Z [----] followers, 20.4K engagements
"๐ข Hedge Funds Cut Bullish #Oil Bets to 17-Year Low as Surplus Looms - Bloomberg https://www.bloomberg.com/news/articles/2025-08-22/hedge-funds-cut-bullish-oil-bets-to-17-year-low-as-surplus-loomssref=ZVajCYcV https://www.bloomberg.com/news/articles/2025-08-22/hedge-funds-cut-bullish-oil-bets-to-17-year-low-as-surplus-loomssref=ZVajCYcV"
X Link 2025-08-24T06:42Z 206.4K followers, 44.9K engagements
"One of the back office ladies just went thru her e-mail and found this shocking Peters & Co chart that shows the very hated $CVE with lower break-evens then "the goat" $CNQ. Don't tell the Murray Edwards fanclub and please do not shoot the messenger. #OOTT"
X Link 2025-04-09T13:23Z [----] followers, 19.7K engagements
"Oil market sending every last bull to the brink. Baiting them to capitulate on their oil stocks to buy into overpriced US tech indexes at all-time high as they get FOMO just like TradeOilStocks recently did. NCP are buyers of oil stocks again today. Today Cramer reiterated his bearish oil call the EIA revised down US oil supplies and revised up US oil demand and Russia reaffirmed its commitment to OPEC+ supply constraints. And the WTI oil price is -0.2% ๐คจ Today Cramer reiterated his bearish oil call the EIA revised down US oil supplies and revised up US oil demand and Russia reaffirmed its"
X Link 2024-09-30T18:50Z [----] followers, 17.2K engagements
"Today Cramer reiterated his bearish oil call the EIA revised down US oil supplies and revised up US oil demand and Russia reaffirmed its commitment to OPEC+ supply constraints. And the WTI oil price is -0.2% ๐คจ RUSSIA DOES NOT RULE OUT EXTENDING OPE+ AGREEMENT BEYOND [----] IF MARKET SITUATION REQUIRES IT - TASS CITES NOVAK RUSSIA DOES NOT RULE OUT EXTENDING OPE+ AGREEMENT BEYOND [----] IF MARKET SITUATION REQUIRES IT - TASS CITES NOVAK"
X Link 2024-09-30T18:13Z 122.7K followers, 43.1K engagements
"@theJagmeetSingh [--] likes Delete your account bro"
X Link 2023-10-15T16:11Z [----] followers, [----] engagements
"Getting attacked by a couple of the hardline perma oil bulls for buying oil stocks is making me quite bullish. More bullish then I was Friday. If I get more bullish by Monday EOD I might raise by 11% energy exposure. - Roger NCP"
X Link 2025-06-01T20:32Z [----] followers, [----] engagements
"Oil continues to rally after the perma bulls capitulated and chased natty E&P. Hilarious. NCP camp making bank here. Oil markets opening in 6-minutes. I say oil moves up. Geopolitical thing tonight likely has a modest impact. But fundamentally oil needs to rise. Entire 12-month strip below $60 that's too low. Production not growing in the US. OPEC possibly paper barrels. All bad news known Oil markets opening in 6-minutes. I say oil moves up. Geopolitical thing tonight likely has a modest impact. But fundamentally oil needs to rise. Entire 12-month strip below $60 that's too low. Production"
X Link 2025-06-06T13:42Z [----] followers, 13.6K engagements
"Oil markets opening in 6-minutes. I say oil moves up. Geopolitical thing tonight likely has a modest impact. But fundamentally oil needs to rise. Entire 12-month strip below $60 that's too low. Production not growing in the US. OPEC possibly paper barrels. All bad news known"
X Link 2025-06-01T21:55Z [----] followers, 18.2K engagements
"Oil barely down on the Saudi boost story. Seems like the oil bears are running out of bullets. What happens if macro narrative turns #OOTT Saudi Arabia is advocating for more substantial production cuts within the OPEC+ group to regain and expand its market share amidst fluctuating oil prices. This approach aims to stabilize the oil market and potentially increase prices as the kingdom looks to strengthen its Saudi Arabia is advocating for more substantial production cuts within the OPEC+ group to regain and expand its market share amidst fluctuating oil prices. This approach aims to"
X Link 2025-06-04T17:18Z [----] followers, 14.7K engagements
"Saudi Arabia is advocating for more substantial production cuts within the OPEC+ group to regain and expand its market share amidst fluctuating oil prices. This approach aims to stabilize the oil market and potentially increase prices as the kingdom looks to strengthen its position in the global energy landscape. ๐ข๐"
X Link 2025-06-04T15:18Z 42.4K followers, 26K engagements
"Pelletier is dumping his remaining oil stocks in the first relief rally in a while. He has turned off replies. lol"
X Link 2025-05-10T11:22Z [----] followers, 11.7K engagements
"ERIC NUTTALL: THE MACRO SETUP FOR OIL AND GAS HAS NEVER BEEN MORE BULLISH. #OOTT https://www.youtube.com/watchv=F4FrJzPBiI8 https://www.youtube.com/watchv=F4FrJzPBiI8"
X Link 2025-02-25T16:39Z [----] followers, 35K engagements
"Top [--] signs you are or likely soon to become an all Canadian E&P oilstockbagholder: 1) converting WTI price to $CAD 2) taking pics of Costco parking lots 3) sharing Mideast conflict Tweets 4) posting Chinese airline stats 5) re-sharing HFI research inventory tweets #OOTT"
X Link 2024-10-30T23:27Z [----] followers, 10.7K engagements
"The smart money is eyeing Canada as the corrupt Prime Minister ponders resignation ahead of what is increasingly likely to lead to a political extinction event for the Liberal Party. I am very bullish on the TSX next year despite the gloom and doom talk. Make Canada Great Again MCGA Make Canada Great Again MCGA"
X Link 2024-12-19T03:38Z [----] followers, 10.6K engagements
"Make Canada Great Again MCGA @PierrePoilievre is extremely impressive. He should be Canadas next leader. The sooner the better. @PierrePoilievre is extremely impressive. He should be Canadas next leader. The sooner the better"
X Link 2024-12-18T11:24Z 2M followers, 781.5K engagements
"Most of this oil move was fundamental based. The last $4-5 was Iran based. I think the geo risk is justified at this point. Oil not in la-la-land at all here. Underwhelming response from oil stocks. Could pull back but most of it is justified fundamentally OMG. I just sold all my oil stocks to buy more popular US natural gas E&P last week. ๐คฃ NOT. OMG. I just sold all my oil stocks to buy more popular US natural gas E&P last week. ๐คฃ NOT"
X Link 2025-06-16T00:10Z [----] followers, 23.6K engagements
"The official Nugget Capital Partners (NCP) trading desk until Wednesday. Happy Canada yall"
X Link 2025-07-01T00:56Z [----] followers, [----] engagements
"So let me get this right. Eric Nuttall was selling his $MEG.TO stock while $SCR.TO's Adam Waterous was buying a major position MEG board hasn't bought stock on market for years yet both the board and Nuttall who was selling MEG are 'opposed' to Waterous superior deal ROTFLMAO. Ninepoint Energy Funds top ten holdings and changes as of April [--] 2025: New to top 10: $AR $TOU Added: $PEY.TO $EQT $AR $TOU Held: $ATH $ARX.TO $NVA.TO $EXE $TVE.TO Decreased: $MEG.TO No longer in top 10: $VRN $CNQ Cash: 8.4% #COM #OOTT $NNRG https://t.co/KjwkNejqll Ninepoint Energy Funds top ten holdings and changes"
X Link 2025-05-18T00:12Z [----] followers, 21.7K engagements
"Ninepoint Energy Funds top ten holdings and changes as of April [--] 2025: New to top 10: $AR $TOU Added: $PEY.TO $EQT $AR $TOU Held: $ATH $ARX.TO $NVA.TO $EXE $TVE.TO Decreased: $MEG.TO No longer in top 10: $VRN $CNQ Cash: 8.4% #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of March [--] [----] (No update for Feb): New to top 10: none Added: $ATH $EXE $EQT $NVA.TO $TVE.TO Held: $MEG.TO $ARX.TO $PEY.TO $CNQ Decreased: $VRN No longer in top 10: none Cash: 4.9% #COM #OOTT $NNRG https://t.co/YKbmMfaQnJ Ninepoint Energy Funds top ten holdings and changes as of March [--] [----] (No"
X Link 2025-05-08T15:06Z [----] followers, 30.8K engagements
"Added oil exposure into the #OPEC meeting. Perma bulls bailing ahead or going into cash after getting clocks cleaned for the past year is an opportunity the NCP camp does not want to miss out on. Could be wrong and look stupid but bottom close regardless if it falls more #OOTT Opec plus members offering the voluntary cuts will now hold their talks on May 3rd instead of the 5th #OOTT Opec plus members offering the voluntary cuts will now hold their talks on May 3rd instead of the 5th #OOTT"
X Link 2025-05-02T14:26Z [----] followers, 16.1K engagements
"Opec plus members offering the voluntary cuts will now hold their talks on May 3rd instead of the 5th #OOTT"
X Link 2025-05-02T14:05Z 151.8K followers, 57.1K engagements
"Canada about to see an Argentina-like Millei rally as the corrupt disgraced Prime Minister plans to announce his resignation this week Please let it happen. US DOLLAR EXTENDS LOSSES AGAINST CANADIAN DOLLAR DOWN 0.38% TO 1.4401- RTRS US DOLLAR EXTENDS LOSSES AGAINST CANADIAN DOLLAR DOWN 0.38% TO 1.4401- RTRS"
X Link 2025-01-06T02:00Z [----] followers, [----] engagements
"US DOLLAR EXTENDS LOSSES AGAINST CANADIAN DOLLAR DOWN 0.38% TO 1.4401- RTRS"
X Link 2025-01-06T01:59Z 429.6K followers, 19.1K engagements
"These kind of Tweets lead me to think the bottom for oil is probably in. Most were bearish into the OPEC meeting which delivered consensus output. Spare capacity serves as overhang on oil markets. Easy not to be bullish but I find it harder to be bearish from here decline wise. BREAKING: Oil prices fall on reports that OPEC may discuss raising oil production by more than [------] barrels per day beginning in July. OPEC continues to raise production into a weak oil market. https://t.co/9s5T83ZySt BREAKING: Oil prices fall on reports that OPEC may discuss raising oil production by more than"
X Link 2025-05-31T11:39Z [----] followers, 18.2K engagements
"BREAKING: Oil prices fall on reports that OPEC may discuss raising oil production by more than [------] barrels per day beginning in July. OPEC continues to raise production into a weak oil market"
X Link 2025-05-30T11:59Z 1.4M followers, 550.5K engagements
"Added more US OFS today. Sankey and Nuttall both warning against it on public record to the masses is just too super contra for the in-house algo. Wish me luck. ๐ก๐ช I DON'T ALWAYS BUY ENERGY SERVICES BUT WHEN I DO I MAKE SURE THAT ERIC NUTTALL IS BEARISH. - ROGER NCP. I DON'T ALWAYS BUY ENERGY SERVICES BUT WHEN I DO I MAKE SURE THAT ERIC NUTTALL IS BEARISH. - ROGER NCP"
X Link 2025-04-16T16:31Z [----] followers, [----] engagements
"I DON'T ALWAYS BUY ENERGY SERVICES BUT WHEN I DO I MAKE SURE THAT ERIC NUTTALL IS BEARISH. - ROGER NCP. BNN Eric Nuttall: $TCW Trican Well Service High beta service name. Good operator. Net Cash and can survive anything. I'm cautious with the service sector right now though with Trump you can see anything occur like we did when many service companies ripped 20%+ We don't own BNN Eric Nuttall: $TCW Trican Well Service High beta service name. Good operator. Net Cash and can survive anything. I'm cautious with the service sector right now though with Trump you can see anything occur like we did"
X Link 2025-04-15T17:04Z [----] followers, 19.1K engagements
"$CVE / $CVE.To with a late night filing: the CEO John Mackenzie added [------] shares or around $2 million dollars worth of shares. Well one thing $CVE bros got going for 'em is that you certainly don't see this at other companies like $VRN.TO $BTE.TO or 'mighty' $CNQ. Cenovus insiders continue to load up on stock showing strong management confidence in the operations forward. https://t.co/uFf7zUFTp0 Well one thing $CVE bros got going for 'em is that you certainly don't see this at other companies like $VRN.TO $BTE.TO or 'mighty' $CNQ. Cenovus insiders continue to load up on stock showing"
X Link 2025-02-22T01:53Z [----] followers, 11.4K engagements
"Well one thing $CVE bros got going for 'em is that you certainly don't see this at other companies like $VRN.TO $BTE.TO or 'mighty' $CNQ. Cenovus insiders continue to load up on stock showing strong management confidence in the operations forward"
X Link 2025-02-21T17:37Z [----] followers, 20K engagements
"$CVE was a home run if you added it in the past month. If you added when all the bulls were touting it you are still seriously underwater. If you added it at the beginning of the year you are still down. ENTRY POINTS MATTER in energy stocks. @NuggetCapital Out of oil stocks today Good trade. Bye $CVE.to @NuggetCapital Out of oil stocks today Good trade. Bye $CVE.to"
X Link 2025-05-12T16:59Z [----] followers, 12.7K engagements
"@NuggetCapital Out of oil stocks today Good trade. Bye $CVE.to"
X Link 2025-05-12T15:40Z [---] followers, 13K engagements
"Sankey Sen Helima all raving the bear case. If you didn't buy oil stocks better luck next time. NCP was all over it with a table pounding buy. ๐คฃ ๐ Oil [--] weeks ago. vs Today $75 Oil and now a forecasted Crude Draw of -10.133M ๐ข https://t.co/0u3pxWxYrG ๐ Oil [--] weeks ago. vs Today $75 Oil and now a forecasted Crude Draw of -10.133M ๐ข https://t.co/0u3pxWxYrG"
X Link 2025-06-18T01:29Z [----] followers, 10.6K engagements
"๐ Oil [--] weeks ago. vs Today $75 Oil and now a forecasted Crude Draw of -10.133M ๐ข"
X Link 2025-06-17T23:04Z [----] followers, 18.2K engagements
"Danielle Smith wants to DOUBLE Alberta's oil and gas production which is already one of the largest producers in the world. Folks need to realize she is serious. Trump likely to be very receptive to this offer. As is Polliviere. More supply is coming out of Canada. #OOTT Alberta Looks to Spur New Pipelines by Guaranteeing Barrels https://t.co/hniP7H0nit Alberta Looks to Spur New Pipelines by Guaranteeing Barrels https://t.co/hniP7H0nit"
X Link 2025-01-07T05:12Z [----] followers, [----] engagements
"Alberta Looks to Spur New Pipelines by Guaranteeing Barrels https://www.bnnbloomberg.ca/business/2025/01/06/alberta-looks-to-spur-new-pipelines-by-guaranteeing-barrels/taid=677cb4fc2738cf0001194c60&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter https://www.bnnbloomberg.ca/business/2025/01/06/alberta-looks-to-spur-new-pipelines-by-guaranteeing-barrels/taid=677cb4fc2738cf0001194c60&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter"
X Link 2025-01-07T05:00Z 138.4K followers, 11.7K engagements
"NUGGET CAPITAL FIRST BROKE THE STORY THAT NUTTALL WAS DUMPING $BTE.TO $BTE IN DECEMBER. ON THE @baystreetamber SHOW TODAY IT WAS REVEALED THAT HE SOLD HIS ENTIRE STAKE. BIG OUCH FOR THE BAYTEX ENERGY FANBOYS. HOLY SMOKES. Eric Nuttall starting to call it a day on Baytex. They are THAT bad. NCP has been cautioning on this name for ages. Huge reduction of 33%. Folks this is a tough look for Greager and his team as they lose one of their biggest industry backers. $BTE.TO $BTE HOLY SMOKES. Eric Nuttall starting to call it a day on Baytex. They are THAT bad. NCP has been cautioning on this name"
X Link 2025-01-21T17:32Z [----] followers, 19.2K engagements
"HOLY SMOKES. Eric Nuttall starting to call it a day on Baytex. They are THAT bad. NCP has been cautioning on this name for ages. Huge reduction of 33%. Folks this is a tough look for Greager and his team as they lose one of their biggest industry backers. $BTE.TO $BTE Ninepoint Energy Funds top ten holdings and changes as of December [--] 2024: New to top 10: $ATH Added: $MEG.TO $ATH Held: $VRN $ARX.TO $NVA.TO $TOU $TVE.TO Decreased: $BTE.TO $SU $CNQ No longer in top 10: $CES.TO Cash: 0.2% #COM #OOTT $NNRG https://t.co/6XhNmqRY4b Ninepoint Energy Funds top ten holdings and changes as of"
X Link 2025-01-10T01:18Z [----] followers, 29.2K engagements
"Pureplay commodity investors: - Always a shortage - Always manipulated markets - Generally always believers in high inflation - Always government skeptics - Always hostile to opposing views. What else"
X Link 2024-01-13T22:03Z [----] followers, 17.2K engagements
"Started a new oil position this week. One of the most impressive companies in the business that very few people talk about. Gonna write about it next week. Anybody want to guess Freebie it's not Bagtex"
X Link 2024-11-19T15:25Z [----] followers, 21.5K engagements
"FREE TIP: If you are going to sell your oil stocks do not do so at the end of the 'longest crude losing streak in a decade (source: Johnston). Sell your stocks when the geopolitical experts are tap dancing about the rag tag Houthis shutting down Hormuz Straits instead. #OOTT Longest crude losing streak in a decade. hardly ever comes up in market/eco conversations https://t.co/WtgZGyUxJO Longest crude losing streak in a decade. hardly ever comes up in market/eco conversations https://t.co/WtgZGyUxJO"
X Link 2025-03-14T00:29Z [----] followers, [----] engagements
"Longest crude losing streak in a decade. hardly ever comes up in market/eco conversations WTI crude oil is down for [--] consecutive weeks (longest streak since 2015) and it hardly ever comes up in market/eco conversations. WTI crude oil is down for [--] consecutive weeks (longest streak since 2015) and it hardly ever comes up in market/eco conversations"
X Link 2025-03-13T18:55Z 51K followers, 33K engagements
"ALERT: OUR CAMP HAS DETECTED A RARE [--] SIGMA BUY IN THE CANADIAN #NATGAS ARENA. MORE TO COME. "THIS IS AS STRONG OF A SIGNAL AS THEY COME ROGER." - A BoL @ NCP"
X Link 2025-08-24T15:57Z [----] followers, 21.9K engagements
"LAST TRUMP OIL BEAR CARD UP. AS PREDICTED. #OOTT VENEZUELA PROPOSED US STAKES IN OIL AND MINERALS TO EASE US TENSIONS IN TALKS - NYT VENEZUELA PROPOSED US STAKES IN OIL AND MINERALS TO EASE US TENSIONS IN TALKS - NYT"
X Link 2025-10-10T09:11Z [----] followers, 13.2K engagements
"VENEZUELA PROPOSED US STAKES IN OIL AND MINERALS TO EASE US TENSIONS IN TALKS - NYT"
X Link 2025-10-10T09:10Z 436.4K followers, 43.8K engagements
"$CVE's CEO just added another $1 million dollars of stock today. Seems that Mackenize must be an avid reader of NCP's blog and agrees that his stock is a buy. Many longs capitulating here. Likely a big [----] winner and 30kbbl/d of low cost oilsands production comes online in 1H"
X Link 2024-12-14T02:34Z [----] followers, [----] engagements
"Exactly. Justin Trudeau's demise likely a bullish catalyst for Canadian investment scene. Huge paradigm shift coming to Canada folks. Don't miss it - get onboard before the train leaves the station. Honestly contra tingle says go super long cad oil bottoming commodities doing fine new government coming sooner rather than later by then opportunity could be gone. Honestly contra tingle says go super long cad oil bottoming commodities doing fine new government coming sooner rather than later by then opportunity could be gone"
X Link 2024-12-17T03:30Z [----] followers, 12K engagements
"Honestly contra tingle says go super long cad oil bottoming commodities doing fine new government coming sooner rather than later by then opportunity could be gone"
X Link 2024-12-16T21:34Z 11.5K followers, 22.6K engagements
"Financial Times and some other media sources have bad blood with OPEC and Saudis given their preference for in-house approved journalism. They also don't like fossil fuels and are there to promote green agenda in my opinion. Be careful with these headlines & interpreting them. SAUDI ARABIA READY TO ABANDON $100 CRUDE TARGET TO TAKE BACK MARKET SHARE. #OOTT https://t.co/7SKEVzP0yi SAUDI ARABIA READY TO ABANDON $100 CRUDE TARGET TO TAKE BACK MARKET SHARE. #OOTT https://t.co/7SKEVzP0yi"
X Link 2024-09-26T04:18Z [----] followers, 13.7K engagements
"SAUDI ARABIA READY TO ABANDON $100 CRUDE TARGET TO TAKE BACK MARKET SHARE. #OOTT"
X Link 2024-09-26T04:06Z 128.6K followers, 86.4K engagements
"The year is [----]. Nuttall is still feeling bullish. Barry Schwartz has once again turned back to the sector after dreadful downturn. Burnsco still likes Baytex for the torque. QE Buble has conquered the Montney Duvernay & gotten bored. Veren is on its 8th corp transformation. Eric Nuttall Weekly Update Oil: We remain Bullish on Energy stocks for [----] especially those impacted by tariff uncertainties. We are seeing that impact sentiment and redemptions with companies beat up based on those worries. We remain Optimistic that hopefully we will have Eric Nuttall Weekly Update Oil: We remain"
X Link 2025-01-31T02:19Z [----] followers, [----] engagements
"Eric Nuttall Weekly Update Oil: We remain Bullish on Energy stocks for [----] especially those impacted by tariff uncertainties. We are seeing that impact sentiment and redemptions with companies beat up based on those worries. We remain Optimistic that hopefully we will have certainty on tariffs. @ericnuttall will be on BNN Monday afternoon to discuss the outcome either Positive or Negative"
X Link 2025-01-30T22:09Z [----] followers, [----] engagements
"Just over a month ago Amrita Sen was calling for $75 and said she was going against the grain all the big banks. Now she is saying there is no hope and that any oil price rallies will be capped. Never understood how this firm/woman was so revered by the media (and even Nuttall) "Oil's rallies will be capped" says @ea_amrita on oil trading above $60. " I can't see how we go to [--] or [--] dollars unless there's a big geopolitical outage." https://t.co/sACztXFoY1 "Oil's rallies will be capped" says @ea_amrita on oil trading above $60. " I can't see how we go to [--] or [--] dollars unless there's a"
X Link 2025-06-03T13:10Z [----] followers, 12.8K engagements
""Oil's rallies will be capped" says @ea_amrita on oil trading above $60. " I can't see how we go to [--] or [--] dollars unless there's a big geopolitical outage." https://cnb.cx/4mKmrYC https://cnb.cx/4mKmrYC"
X Link 2025-06-03T12:01Z 564.6K followers, 29.7K engagements
"Great to see some leadership. Justin Trudeau and his team are a total embarassment and disgrace to Canada. Keep the oil flowing and expand that pipeline. Suspect the Canada-tariff dip is a buying opportunity. Over the last [--] hours I had the opportunity to meet President @realdonaldtrump at Mar-a-Lago last night and at his golf club this morning. We had a friendly and constructive conversation during which I emphasized the mutual importance of the U.S. - Canadian energy https://t.co/TPgCB8kATP Over the last [--] hours I had the opportunity to meet President @realdonaldtrump at Mar-a-Lago last"
X Link 2025-01-12T17:47Z [----] followers, [----] engagements
"Over the last [--] hours I had the opportunity to meet President @realdonaldtrump at Mar-a-Lago last night and at his golf club this morning. We had a friendly and constructive conversation during which I emphasized the mutual importance of the U.S. - Canadian energy relationship and specifically how hundreds of thousands of American jobs are supported by energy exports from Alberta. I was also able to have similar discussions with several key allies of the incoming administration and was encouraged to hear their support for a strong energy and security relationship with Canada. On behalf of"
X Link 2025-01-12T17:38Z 429.5K followers, 1.6M engagements
"Crude inventories are not building. Seasonal draw is ahead of us. Floating storage ain't a factor as usual Iranian barrels found their way to China"
X Link 2025-06-01T16:18Z 15.7K followers, 35.5K engagements
"NCP were buying $CVE hands over fist today into close. There is a price for everything. Oilsands has a long runaway and positive tailwinds are being ignored in terms of short term negativity. We don't need the Houthis to save us with this one. #OOTT $USO $CVE Cenovus Energy - Acquisition by Plan for [------] share for approximately $235000 https://t.co/ApPLWRsYQ6 $CVE Cenovus Energy - Acquisition by Plan for [------] share for approximately $235000 https://t.co/ApPLWRsYQ6"
X Link 2024-01-17T03:02Z [----] followers, 18.6K engagements
"$CVE Cenovus Energy - Acquisition by Plan for [------] share for approximately $235000"
X Link 2024-01-16T15:54Z [----] followers, 20.7K engagements
"The oil rally was nice while it lasted. Pelletier sourcing Nuttall. They are starting to like oil stocks again. LOL. Price drives narratives"
X Link 2025-07-09T01:55Z [----] followers, 12.8K engagements
"Haven't heard from @Michael71718318 for a while and learned he passed away on October [--] - the same day he wrote a scathing rebuke of Trudeau on his Substack. Enjoyed following and reading him. Very brilliant man with incredible history. RIP"
X Link 2024-10-28T16:39Z [----] followers, 16.1K engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::NuggetCapital