#  @emmpeethree The Napster No specific information about The Napster appears in the provided tweets. The tweets seem to be related to the energy industry, specifically focusing on companies, stocks, and market updates in Canada. ### Engagements: [-----] [#](/creator/twitter::1213673551305199620/interactions)  - [--] Week [------] -8.40% - [--] Month [-------] +30% - [--] Months [-------] -30% - [--] Year [---------] -16% ### Mentions: [--] [#](/creator/twitter::1213673551305199620/posts_active)  - [--] Week [--] +5.70% - [--] Month [---] +4.20% - [--] Months [---] -11% - [--] Year [---] +18% ### Followers: [-----] [#](/creator/twitter::1213673551305199620/followers)  - [--] Week [-----] +0.39% - [--] Month [-----] +1.40% - [--] Months [-----] +7.30% - [--] Year [-----] +16% ### CreatorRank: [---------] [#](/creator/twitter::1213673551305199620/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 48.32% [finance](/list/finance) 24.83% [cryptocurrencies](/list/cryptocurrencies) 12.75% [countries](/list/countries) 4.03% [technology brands](/list/technology-brands) 2.01% [travel destinations](/list/travel-destinations) 1.34% **Social topic influence** [$cve](/topic/$cve) #2, [$arxto](/topic/$arxto) #5, [$wcp](/topic/$wcp) #2, [top 10](/topic/top-10) 23.49%, [$tou](/topic/$tou) #3, [$cnq](/topic/$cnq) #7, [$hwx](/topic/$hwx) #2, [$tveto](/topic/$tveto) #1, [$su](/topic/$su) #5, [$ath](/topic/$ath) #10 **Top accounts mentioned or mentioned by** [@assettraveller](/creator/undefined) [@williamlaceyyyc](/creator/undefined) [@canada](/creator/undefined) [@parkscanada](/creator/undefined) [@energyinvest0r](/creator/undefined) [@spencerhakimian](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@thejanard](/creator/undefined) [@shaletier7](/creator/undefined) [@nuggetcapital](/creator/undefined) [@ancientsion](/creator/undefined) [@navalinstitute](/creator/undefined) [@bubleqe](/creator/undefined) [@westpine613](/creator/undefined) [@landryluc4](/creator/undefined) **Top assets mentioned** [Cenovus Energy Inc. (CVE)](/topic/$cve) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Suncor Energy, Inc. (SU)](/topic/$su) [Aethir (ATH)](/topic/$ath) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Nova Minerals Limited (NVA)](/topic/$nva) [Baytex Energy Corp. (BTE)](/topic/$bte) [Enerplus Corporation (ERF)](/topic/$erf) [Imperial Oil Limited (IMO)](/topic/$imo) [Veren Inc. (VRN)](/topic/$vrn) [EQT, Corp. (EQT)](/topic/$eqt) [Range Resources, Corp. (RRC)](/topic/$rrc) [Scroll (SCR)](/topic/$scr) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Windoge98 (EXE)](/topic/$exe) [Legence Corp (LGN)](/topic/$lgn) [TAL Education Group (TAL)](/topic/$tal) [Arweave (AR)](/topic/$ar) [Diamondback Energy Inc (FANG)](/topic/$fang) [Joystream (JOY)](/topic/$joy) [Soil (SOIL)](/topic/$soil) [Copiosa Coin (COP2)](/topic/$cop) [VeChain (VET)](/topic/$vet) [Accelerant Holdings (ARX)](/topic/$arx) [Baker Hughes Co (BKR)](/topic/$bkr) [Halliburton Company (HAL)](/topic/$hal) ### Top Social Posts Top posts by engagements in the last [--] hours "Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) August [--] [----] Buying: $TOU $OVE $AAV $CJ $KEC Selling: $VLE $CNQ $PEY.TO $TAL $SGY July [--] [----] Buying: $KEC $TOU $RBY $JOY $FRU Selling: $CNQ $PEY.TO $AXL $NVA $BIR #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) July [--] [----] Buying: $KEC $TOU $RBY $JOY $FRU Selling: $CNQ $PEY.TO $AXL $NVA $BIR June [--] [----] Buying: $OBE $RBY $KEC $PSK $CVE Selling: $CNQ $PEY.TO $NVA $AXL $ALV #COM #OOTT https://t.co/WnyZ2mD9NN Ink Research Canadian EP Net Insider Buying & Insider selling" [X Link](https://x.com/emmpeethree/status/1961870330278080870) 2025-08-30T19:15Z [----] followers, 12.2K engagements "ARC Resources TD: "Comparing Market Reaction to Value of Very Pessimistic Scenario" 1/2🧵 $ARX.TO #COM #OOTT ARC Resources 2Q25 DJ: ". first take: Meet Me Halfway RX expands Attachie footprint after posting another quarterly beat" & "Dont stop me now" NBF: ". Financial & Operating Results" TD: ". RESULTS AND COMMENTARY REINFORCE CONFIDENCE IN RESILIENT OUTLOOK" $ARX.TO #COM #OOTT https://t.co/4IMfZeQjrd ARC Resources 2Q25 DJ: ". first take: Meet Me Halfway RX expands Attachie footprint after posting another quarterly beat" & "Dont stop me now" NBF: ". Financial & Operating Results" TD: "." [X Link](https://x.com/emmpeethree/status/1967968768145117598) 2025-09-16T15:08Z [----] followers, 10.6K engagements "DJ a) Quarterly CFPS comparison and reporting calendar b) 2Q25 CFPS and production estimates $WCP $AAV $TVE $ATH $HWX $CVE $IMO $TPZ $MEG $SDE $SU $PNE $TOU $VET.TO $CNQ $ARX.TO $NVA $FRU $PEY.TO #OOTT #COM DJ a) 1Q25 CFPS and production estimates vs consensus b) Quarterly CFPS/production comparison and reporting calendar $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ $TVE $VET.TO $WCP $AAV $ATH $HWX $NVA $SDE $IMO $MEG #OOTT #COM https://t.co/v4cOj1FYFF DJ a) 1Q25 CFPS and production estimates vs consensus b) Quarterly CFPS/production comparison and reporting calendar $ARX.TO" [X Link](https://x.com/emmpeethree/status/1978961073639428282) 2025-10-16T23:07Z [----] followers, [----] engagements "NBF 3Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus CFPS CF Production Estimates $ATH $CNQ $CVE $IMO $MEG $SU $SCR $AAV $ARX.TO $BIR $BTE $HWX $IPO $KEC $KEL $LCX $LGN $NVA $OVV $PEY.TO $POU $SDE $SOIL $SGY $TNZ $TOU $TVE $VET.TO $WCP $YGR $FRU $PSK $TPZ #COM #OOTT NBF - 1Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus Comparative CFPS CF Production Estimates $YGR $ARX.TO $AAV $HWX $IMO $BTE $TPZ $OVV $MEG $SU $SDE $VET.TO $ATH $KEC $SGY $SOIL $TOU $TVE.TO $CNQ $CVE $TNZ $KEL $NVA $FRU $PEY.TO $POU $BIR $LGN $LCX $VRN #COM #OOTT https://t.co/3Sp2NyRn1O NBF - 1Q25 Cheat" [X Link](https://x.com/emmpeethree/status/1981445017005937038) 2025-10-23T19:38Z [----] followers, [----] engagements "ARC Resources' 3Q25 NBF: "Attachie Phase [--] Timing Slips" TD: "Softer '26 Liquids Guide Than Expected; '26 Attachie Guide a Bit Shy" DJ: 3Q25 first lookAttachie all dressed up with nowhere to grow (yet)" 1/2🧵 $ARX.TO #COM #OOTT ARC Resources TD: "Comparing Market Reaction to Value of Very Pessimistic Scenario" 1/2🧵 $ARX.TO #COM #OOTT https://t.co/KiibGgQeLM ARC Resources TD: "Comparing Market Reaction to Value of Very Pessimistic Scenario" 1/2🧵 $ARX.TO #COM #OOTT https://t.co/KiibGgQeLM" [X Link](https://x.com/emmpeethree/status/1986815882388201832) 2025-11-07T15:19Z [----] followers, [----] engagements "DJ "2026 outlookCanadian oil valuations congested Take the natural gas bypass" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM DJ "Is this the real life Is this just fantasy 3Q25 E&P review" Top picks: $SU $CVE 1/x 🧵#OOTT #COM https://t.co/nL5XOV67Ng DJ "Is this the real life Is this just fantasy 3Q25 E&P review" Top picks: $SU $CVE 1/x 🧵#OOTT #COM https://t.co/nL5XOV67Ng" [X Link](https://x.com/emmpeethree/status/1998936807061561429) 2025-12-11T02:04Z [----] followers, [----] engagements "Imperial Oil's [----] Guidance DJ: "Last Christmas I (should have) gave you my heart.I keep my distance but you still catch my eye" TD: "Maintenance A Factor In [----] But Strong Midterm Operational Outlook Intact" $IMO $IMO.TO #COM #OOTT Imperial Oil's 3Q25 NBF: "Broad-Based Operational Momentum" TD: "Broad-Based Operational Momentum" DJ: "Q3/25 Conference Call Takeaways And Updated Estimates" $IMO $IMO.TO #COM #OOTT https://t.co/vYh6KnseFW Imperial Oil's 3Q25 NBF: "Broad-Based Operational Momentum" TD: "Broad-Based Operational Momentum" DJ: "Q3/25 Conference Call Takeaways And Updated" [X Link](https://x.com/emmpeethree/status/2000921352467804200) 2025-12-16T13:30Z [----] followers, [----] engagements "Saturn Oil & Gas' [----] Budget NBF: "Return Focused" #COM #OOTT $SOIL $SOIL.TO Saturn Oil & Gas' 3Q25 NBF: "Return Focused" #COM #OOTT $SOIL $SOIL.TO https://t.co/H89DrxvvKn Saturn Oil & Gas' 3Q25 NBF: "Return Focused" #COM #OOTT $SOIL $SOIL.TO https://t.co/H89DrxvvKn" [X Link](https://x.com/emmpeethree/status/2002803881043227053) 2025-12-21T18:10Z [----] followers, [----] engagements "Suncor Energy "Hitting the high notes a year early SU spins another record-breaking quarter" #COM #OOTT $SU Suncor Energy's [----] Budget DJ: "Upgraders roasting on an open fire (refineries nipping at your cash flows)increasing target to C$74 (from C$73)" NBF: "2026 Budget First Look" TD: "2026 Budget Looks Conservative And Builds On Strong [----] Operating Momentum" 1/x 🧵 #COM #OOTT $SU https://t.co/XGKjqC8xHy Suncor Energy's [----] Budget DJ: "Upgraders roasting on an open fire (refineries nipping at your cash flows)increasing target to C$74 (from C$73)" NBF: "2026 Budget First Look" TD: "2026" [X Link](https://x.com/emmpeethree/status/2008382971900780765) 2026-01-06T03:39Z [----] followers, [----] engagements "TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" September [----] $CNQ $IMO $SU #COM #OOTT TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" August [----] $CNQ $IMO $SU #COM #OOTT https://t.co/kQgfKqLYaf TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" August [----] $CNQ $IMO $SU #COM #OOTT https://t.co/kQgfKqLYaf" [X Link](https://x.com/emmpeethree/status/2010129526827954327) 2026-01-10T23:20Z [----] followers, [----] engagements "TD Top Pick Investment Matrix for O&G names for January [--] [----] Enters the matrix: none No change: $SU $ARX.TO $FRU $PEY.TO $CNQ $KEL $PSK $CVE $WCP $VNOM $SDE Exits the matrix: none #COM #OOTT TD Top Pick Investment Matrix for O&G names for September [--] [----] Enters the matrix: $WCP $VNOM No change: $SU $ARX.TO $FRU $PEY.TO $CNQ $KEL $PSK $CVE Exits the matrix: $TOU $NVA Changes: $SDE changes from gas value to mixed growth #COM #OOTT https://t.co/BaEGBXPwhf TD Top Pick Investment Matrix for O&G names for September [--] [----] Enters the matrix: $WCP $VNOM No change: $SU $ARX.TO $FRU $PEY.TO $CNQ" [X Link](https://x.com/emmpeethree/status/2013053797195538791) 2026-01-19T01:00Z [----] followers, [----] engagements "Baytex Energy TD: "Downgrade to HOLD: Buybacks In Full Swing But Intersecting with Fair Valuation" #COM #OOTT $BTE.TO #BTE Baytex Energy's [----] Budget NBF: "Sound & Solid" #COM #OOTT $BTE.TO #BTE https://t.co/SNdaVOJvAF Baytex Energy's [----] Budget NBF: "Sound & Solid" #COM #OOTT $BTE.TO #BTE https://t.co/SNdaVOJvAF" [X Link](https://x.com/emmpeethree/status/2013235000460599528) 2026-01-19T13:00Z [----] followers, [----] engagements "Imperial Oil's 4Q25 DJ: "4Q25 first takeoperational hiccups offset by strong cash flows and a 20% dividend bump" TD: "Q4/25 Conference Call Takeaways" and "20% Dividend Hike No Fourth SIB; Prod'n Falls Short on Kearl Weather Impacts" $IMO $IMO.TO #COM #OOTT Imperial Oil's [----] Guidance DJ: "Last Christmas I (should have) gave you my heart.I keep my distance but you still catch my eye" TD: "Maintenance A Factor In [----] But Strong Midterm Operational Outlook Intact" $IMO $IMO.TO #COM #OOTT https://t.co/hOUM6StpNp Imperial Oil's [----] Guidance DJ: "Last Christmas I (should have) gave you my" [X Link](https://x.com/emmpeethree/status/2017433488811823301) 2026-01-31T03:03Z [----] followers, [---] engagements "TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/IZpdXdY1Cc TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/IZpdXdY1Cc" [X Link](https://x.com/emmpeethree/status/2017792515471269957) 2026-02-01T02:49Z [----] followers, [----] engagements "Surge Energy NBF: "Underappreciated Asset Evolution" $SGY.TO $SGY #COM #OOTT Surge Energy's 3Q25 NBF: "Consistently Solid; Third Straight Strong Quarter in a Row" $SGY.TO $SGY #COM #OOTT https://t.co/mgPZoFtBoS Surge Energy's 3Q25 NBF: "Consistently Solid; Third Straight Strong Quarter in a Row" $SGY.TO $SGY #COM #OOTT https://t.co/mgPZoFtBoS" [X Link](https://x.com/emmpeethree/status/2018011032955019621) 2026-02-01T17:18Z [----] followers, [----] engagements "My flight home last month arrived over three hours late. It's the second time I've gotten an airline to compensate me. Learn your rights: https://protection-passager-passenger.otc-cta.gc.ca/en/refunds-and-compensation https://protection-passager-passenger.otc-cta.gc.ca/en/refunds-and-compensation" [X Link](https://x.com/emmpeethree/status/2018460190023225574) 2026-02-02T23:03Z [----] followers, [----] engagements "Baytex Energy TD: "NCIB 26% Complete; Reserves Report Broadly Points To Y/Y Improvements" #COM #OOTT $BTE.TO #BTE Baytex Energy TD: "Downgrade to HOLD: Buybacks In Full Swing But Intersecting with Fair Valuation" #COM #OOTT $BTE.TO #BTE https://t.co/5OAc8rCPhN Baytex Energy TD: "Downgrade to HOLD: Buybacks In Full Swing But Intersecting with Fair Valuation" #COM #OOTT $BTE.TO #BTE https://t.co/5OAc8rCPhN" [X Link](https://x.com/emmpeethree/status/2018670813306929511) 2026-02-03T13:00Z [----] followers, [----] engagements "Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) January [--] [----] Buying: $OBE $ATH $GFR $BTE $FRU Selling: $TNZ $PEY.TO $CNQ $HWX $TOU December [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $TUK Selling: $TNZ $SU $PEY.TO $CNQ $BIR #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) December [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $TUK Selling: $TNZ $SU $PEY.TO $CNQ $BIR November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE #COM #OOTT https://t.co/dqT0Eh7Y6a Ink Research Canadian EP Net Insider Buying &" [X Link](https://x.com/emmpeethree/status/2018722900782838158) 2026-02-03T16:27Z [----] followers, [----] engagements "NBF Oil Gas & Consumable Fuels 4Q25 "Q4 Preview: Oh What a Month" #COM #OOTT NBF Oil Gas & Consumable Fuels "2026 Outlook - When Life Gives You Lemons Make Lemonade" 1/8🧵(27 pages) #COM #OOTT https://t.co/tpSTGTudqm NBF Oil Gas & Consumable Fuels "2026 Outlook - When Life Gives You Lemons Make Lemonade" 1/8🧵(27 pages) #COM #OOTT https://t.co/tpSTGTudqm" [X Link](https://x.com/emmpeethree/status/2018750079830544861) 2026-02-03T18:15Z [----] followers, [----] engagements "@VanIsleInvestor "We are on the first 10% of [---] sections of Attachie and will be looking across the asset further." Don't EPs drill their best acreage first" [X Link](https://x.com/emmpeethree/status/2019957999146790998) 2026-02-07T02:14Z [----] followers, [---] engagements "@AssetTraveller according to the federal gov the same travel risk level as UK Belgium Costa Rica and Denmark" [X Link](https://x.com/emmpeethree/status/2020573773326684306) 2026-02-08T19:01Z [----] followers, [---] engagements "TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" September [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" August [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/4QGpcWqBZo TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" August [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/4QGpcWqBZo" [X Link](https://x.com/emmpeethree/status/1984323987866873884) 2025-10-31T18:18Z [----] followers, [----] engagements "@TheJanard @ShaleTier7 how about calls for $BIR $PNE $TOU to outperform $PEY how about the much written about disaster that was $VRN calling $JOY a shitco while it has a JV with $SDE (largely responsible for their outperformance) some calls were right some were wrong - kind like the reset of us" [X Link](https://x.com/emmpeethree/status/1987178801982562579) 2025-11-08T15:22Z [----] followers, [---] engagements "Surge Energy's 3Q25 NBF: "Consistently Solid; Third Straight Strong Quarter in a Row" $SGY.TO $SGY #COM #OOTT Surge Energy's 1Q25 NBF: "A Significant Quarter" $SGY.TO $SGY #COM #OOTT https://t.co/MsSzx3DUAZ Surge Energy's 1Q25 NBF: "A Significant Quarter" $SGY.TO $SGY #COM #OOTT https://t.co/MsSzx3DUAZ" [X Link](https://x.com/emmpeethree/status/1987408040019304823) 2025-11-09T06:32Z [----] followers, [----] engagements "ARC Resources DJ: "Raid the Lost ARC following Doomsday Attachie guidance; slashing target to C$31.00 (from C$34.50)" $ARX.TO #COM #OOTT ARC Resources' 3Q25 NBF: "Attachie Phase [--] Timing Slips" TD: "Softer '26 Liquids Guide Than Expected; '26 Attachie Guide a Bit Shy" DJ: 3Q25 first lookAttachie all dressed up with nowhere to grow (yet)" 1/2🧵 $ARX.TO #COM #OOTT https://t.co/4kKx2g43GZ ARC Resources' 3Q25 NBF: "Attachie Phase [--] Timing Slips" TD: "Softer '26 Liquids Guide Than Expected; '26 Attachie Guide a Bit Shy" DJ: 3Q25 first lookAttachie all dressed up with nowhere to grow (yet)" 1/2🧵" [X Link](https://x.com/emmpeethree/status/1987958440204136883) 2025-11-10T19:00Z [----] followers, [----] engagements "TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" November [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" October [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/olsx1NzvgE TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" October [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/olsx1NzvgE" [X Link](https://x.com/emmpeethree/status/2009062452277989403) 2026-01-08T00:39Z [----] followers, [----] engagements "NBF Oil Gas & Consumable Fuels "2026 Outlook - When Life Gives You Lemons Make Lemonade" 1/8🧵(27 pages) #COM #OOTT NBF Oil Gas & Consumable Fuels "Q3/25 Preview - Can't See The Forest Through The Trees (But We Can See The Bears)" 1/6 #COM #OOTT 3Q25 https://t.co/5D1jVszAOX NBF Oil Gas & Consumable Fuels "Q3/25 Preview - Can't See The Forest Through The Trees (But We Can See The Bears)" 1/6 #COM #OOTT 3Q25 https://t.co/5D1jVszAOX" [X Link](https://x.com/emmpeethree/status/2010523003881509102) 2026-01-12T01:23Z [----] followers, [----] engagements "Ninepoint Energy Funds top ten holdings and changes as of December [--] 2025: New to top 10: none Added: $EXE $CVE $TPZ $ATH Held: $WCP $PEY.TO $EQT Decreased: $TVE.TO $NVA.TO $AR No longer in top 10: none Cash: 4.8% (was 11.1%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of November [--] 2025: New to top 10: $TPZ Added: $TPZ $WCP Held: $NVA.TO $AR Decreased: $PEY.TO $EXE $TVE.TO $CVE $EQT $ATH No longer in top 10: $ARX.TO Cash: 11.1% (was 9.8%) #COM #OOTT $NNRG https://t.co/kPhFCFfFrM Ninepoint Energy Funds top ten holdings and changes as of November [--] 2025: New to" [X Link](https://x.com/emmpeethree/status/2011610467010220076) 2026-01-15T01:24Z [----] followers, [----] engagements "TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/u9KodBXBGw TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/u9KodBXBGw" [X Link](https://x.com/emmpeethree/status/2014515920044228852) 2026-01-23T01:49Z [----] followers, [----] engagements "DJ "Cold comfort: Now with extra strength multiples4Q25 E&P preview" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM report DJ "2026 outlookCanadian oil valuations congested Take the natural gas bypass" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM https://t.co/HDZWFhoRkj DJ "2026 outlookCanadian oil valuations congested Take the natural gas bypass" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM https://t.co/HDZWFhoRkj" [X Link](https://x.com/emmpeethree/status/2015969582063001854) 2026-01-27T02:06Z [----] followers, [----] engagements "Top picks: $SU $CVE $PEY.TO and $AAV" [X Link](https://x.com/emmpeethree/status/2015969994677616829) 2026-01-27T02:07Z [----] followers, [---] engagements "TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" December [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $PTR $SCR $SU $CLC #COM #OOTT TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" November [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/N1lqxJYRm5 TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" November [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/N1lqxJYRm5" [X Link](https://x.com/emmpeethree/status/2016711885253726311) 2026-01-29T03:15Z [----] followers, [----] engagements "TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" October [----] $CNQ $IMO $SU #COM #OOTT TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" September [----] $CNQ $IMO $SU #COM #OOTT https://t.co/O87P9jHw4e TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" September [----] $CNQ $IMO $SU #COM #OOTT https://t.co/O87P9jHw4e" [X Link](https://x.com/emmpeethree/status/2016873971635908916) 2026-01-29T14:00Z [----] followers, [----] engagements "DJ a) Quarterly CFPS comparison and reporting calendar b) 4Q25 CFPS and production estimates $IMO $SU $ARX.TO $CVE $SDE $WCP $TPZ $TVE.TO $ATH $PNE $TOU $VET $AAV $CNQ $HWX $PEY.TO $FRU #OOTT #COM DJ a) Quarterly CFPS comparison and reporting calendar b) 2Q25 CFPS and production estimates $WCP $AAV $TVE $ATH $HWX $CVE $IMO $TPZ $MEG $SDE $SU $PNE $TOU $VET.TO $CNQ $ARX.TO $NVA $FRU $PEY.TO #OOTT #COM https://t.co/rgYOnkW3it DJ a) Quarterly CFPS comparison and reporting calendar b) 2Q25 CFPS and production estimates $WCP $AAV $TVE $ATH $HWX $CVE $IMO $TPZ $MEG $SDE $SU $PNE $TOU $VET.TO $CNQ" [X Link](https://x.com/emmpeethree/status/2018776755834966460) 2026-02-03T20:01Z [----] followers, [----] engagements "Suncor Energy TD: "Pre-released Record Q4 Left Little Room for Positive Surprises" DJ: "4Q25 first take: DJ got us fallin in love againSU drops another cash flow beat" #COM #OOTT $SU Suncor Energy "Hitting the high notes a year early SU spins another record-breaking quarter" #COM #OOTT $SU https://t.co/iii1VDoVBB Suncor Energy "Hitting the high notes a year early SU spins another record-breaking quarter" #COM #OOTT $SU https://t.co/iii1VDoVBB" [X Link](https://x.com/emmpeethree/status/2019049050067366312) 2026-02-04T14:03Z [----] followers, [----] engagements "ARC Resources 4Q25 DJ: "4Q25 first take: Alls Well That Ends WellARC heads back to the drawing board at Attachie" TD: "Attachie Let Down Overshadows Otherwise Good Q4 Elsewhere" $ARX.TO #COM #OOTT ARC Resources DJ: "Raid the Lost ARC following Doomsday Attachie guidance; slashing target to C$31.00 (from C$34.50)" $ARX.TO #COM #OOTT https://t.co/8TpszBvbjY ARC Resources DJ: "Raid the Lost ARC following Doomsday Attachie guidance; slashing target to C$31.00 (from C$34.50)" $ARX.TO #COM #OOTT https://t.co/8TpszBvbjY" [X Link](https://x.com/emmpeethree/status/2019777600214995178) 2026-02-06T14:18Z [----] followers, [----] engagements "Suncor Energy's 4Q25 DJ: "Place in the Sunincreasing target to C$85 (from C$79)" #COM #OOTT $SU Suncor Energy TD: "Pre-released Record Q4 Left Little Room for Positive Surprises" DJ: "4Q25 first take: DJ got us fallin in love againSU drops another cash flow beat" #COM #OOTT $SU https://t.co/kNjs77ozeZ Suncor Energy TD: "Pre-released Record Q4 Left Little Room for Positive Surprises" DJ: "4Q25 first take: DJ got us fallin in love againSU drops another cash flow beat" #COM #OOTT $SU https://t.co/kNjs77ozeZ" [X Link](https://x.com/emmpeethree/status/2019825541160005701) 2026-02-06T17:28Z [----] followers, [----] engagements "Baytex Energy NBF: "BTE Provides Operations Update and Announces [----] Reserves" #COM #OOTT $BTE.TO #BTE Baytex Energy TD: "NCIB 26% Complete; Reserves Report Broadly Points To Y/Y Improvements" #COM #OOTT $BTE.TO #BTE https://t.co/zllizXUlTV Baytex Energy TD: "NCIB 26% Complete; Reserves Report Broadly Points To Y/Y Improvements" #COM #OOTT $BTE.TO #BTE https://t.co/zllizXUlTV" [X Link](https://x.com/emmpeethree/status/2019856746718908837) 2026-02-06T19:32Z [----] followers, [----] engagements "ARC Resources' 4Q25 NBF: "Growth Prospect Put on Hold; Downgrading to Sector Perform" $ARX.TO #COM #OOTT ARC Resources 4Q25 DJ: "4Q25 first take: Alls Well That Ends WellARC heads back to the drawing board at Attachie" TD: "Attachie Let Down Overshadows Otherwise Good Q4 Elsewhere" $ARX.TO #COM #OOTT https://t.co/zQUClZpR7v ARC Resources 4Q25 DJ: "4Q25 first take: Alls Well That Ends WellARC heads back to the drawing board at Attachie" TD: "Attachie Let Down Overshadows Otherwise Good Q4 Elsewhere" $ARX.TO #COM #OOTT https://t.co/zQUClZpR7v" [X Link](https://x.com/emmpeethree/status/2019984301916618936) 2026-02-07T03:59Z [----] followers, [----] engagements "InPlay Oil NBF: "IPO Strategic Bond Issuance" #COM $IPO $IPO.TO InPlay Oil's 3Q25 NBF: "Asset Strength the Highlight" 1/2 #COM $IPO $IPO.TO https://t.co/XIzTyAI1Aj InPlay Oil's 3Q25 NBF: "Asset Strength the Highlight" 1/2 #COM $IPO $IPO.TO https://t.co/XIzTyAI1Aj" [X Link](https://x.com/emmpeethree/status/2020166412635943171) 2026-02-07T16:03Z [----] followers, [----] engagements "A colleague accused me of wasting water after I mentioned that using AI helped me finish a work task [----] minutes faster than if I had done it manually" [X Link](https://x.com/emmpeethree/status/2020582543385588202) 2026-02-08T19:36Z [----] followers, [---] engagements "ARC Resources' 4Q25 DJ: "Attachie growth on pause (but not a lost cause)" $ARX.TO #COM #OOTT ARC Resources' 4Q25 NBF: "Growth Prospect Put on Hold; Downgrading to Sector Perform" $ARX.TO #COM #OOTT https://t.co/aX0ViUS8ht ARC Resources' 4Q25 NBF: "Growth Prospect Put on Hold; Downgrading to Sector Perform" $ARX.TO #COM #OOTT https://t.co/aX0ViUS8ht" [X Link](https://x.com/emmpeethree/status/2020845144480575736) 2026-02-09T13:00Z [----] followers, [----] engagements "@WilliamLaceyYYC @Canada @ParksCanada At the end of the day if a foreign tourist comes to Canada to visit a free park the net benefit in tourism dollars is worth a $20 park admission. Tate modern British museum Smithsonian are all free as well and bring in a lot of tourists to those cities" [X Link](https://x.com/emmpeethree/status/2021479949698466276) 2026-02-11T07:02Z [----] followers, [---] engagements "@WilliamLaceyYYC @Canada @ParksCanada just because Japan does it doesn't make it right thing to do i'd preferred something like what Venice did charge a daycharge visit fee during peak season discount if paid in advance. overnight visitors pay accomodation tax in lieu. not sure what the enforcement mechanism is" [X Link](https://x.com/emmpeethree/status/2021609898895634665) 2026-02-11T15:38Z [----] followers, [--] engagements "Canoe Energy Fund - Top Ten Holdings and Changes for January [--] [----] New in top 10: none Added: $EQT $CVE $TCW.TO $PSK.TO $TPZ Held: none Decreased: $ABXX $HWX.TO $TVE.TO $TOU.TO $CES.TO Out of top 10: none Cash: 1.5% (was 1.3%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for December [--] [----] New in top 10: $CVE Added: $EQT $TCW.TO $PSK.TO $CVE Held: $TOU.TO $TPZ Decreased: $ABXX $HWX.TO $TVE.TO $CES.TO Out of top 10: $RRC Cash: 1.3% (was 3%) #COM #OOTT https://t.co/g6bgJXSTIl Canoe Energy Fund - Top Ten Holdings and Changes for December [--] [----] New in top 10: $CVE Added: $EQT" [X Link](https://x.com/emmpeethree/status/2021749730108486007) 2026-02-12T00:54Z [----] followers, [----] engagements "Canoe Energy Fund - Top Ten Holdings and Changes for September [--] [----] New in top 10: none Added: $EQT $TVE.TO $PSK.TO Held: none Decreased: $CES.TO $TPZ $TCW.TO $ATH $HWX.TO $TOU.TO $ABXX Out of top 10: none Cash: 2.2% (was 0.3%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for August [--] [----] New in top 10: $ABXX Added: $EQT Held: none Decreased: $CES.TO $TPZ $TCW.TO $ATH $TVE.TO $PSK.TO $HWX.TO $TOU.TO $ABXX Out of top 10: $RRC Cash: 0.3% (was 0.1%) #COM #OOTT https://t.co/TAzER1oTBR Canoe Energy Fund - Top Ten Holdings and Changes for August [--] [----] New in top 10: $ABXX" [X Link](https://x.com/anyuser/status/1976676597257449543) 2025-10-10T15:50Z [----] followers, [----] engagements "Tourmaline Oil DJ: "Tourmalines metamorphosis: from acquisitions to asset optimization" #COM #OOTT $TOU $TOU.TO Tourmaline Oil's 3Q25 TD: "Pulling Levers For Near-Term Defence to Support Longer-Term Growth" DJ: "3Q25 first takePeace out TOU signals further portfolio rationalization while expanding marketing access" NBF: "Looking Ahead from the Trough" 1/3 #COM #OOTT $TOU $TOU.TO https://t.co/LvQTGsRPfg Tourmaline Oil's 3Q25 TD: "Pulling Levers For Near-Term Defence to Support Longer-Term Growth" DJ: "3Q25 first takePeace out TOU signals further portfolio rationalization while expanding" [X Link](https://x.com/emmpeethree/status/1987898053207249042) 2025-11-10T15:00Z [----] followers, [----] engagements "Canoe Energy Fund - Top Ten Holdings and Changes for October [--] [----] New in top 10: none Added: $TCW.TO $PSK.TO $CES.TO Held: $TOU.TO $EQT $TPZ Decreased: $HWX.TO $ABXX $ATH $TVE.TO Out of top 10: none Cash: -0.2% (was 2.2%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for September [--] [----] New in top 10: none Added: $EQT $TVE.TO $PSK.TO Held: none Decreased: $CES.TO $TPZ $TCW.TO $ATH $HWX.TO $TOU.TO $ABXX Out of top 10: none Cash: 2.2% (was 0.3%) #COM #OOTT https://t.co/DaKsr5ZxDu Canoe Energy Fund - Top Ten Holdings and Changes for September [--] [----] New in top 10: none Added:" [X Link](https://x.com/emmpeethree/status/1988406890661863738) 2025-11-12T00:42Z [----] followers, 10.4K engagements "Ninepoint Energy Funds top ten holdings and changes as of November [--] 2025: New to top 10: $TPZ Added: $TPZ $WCP Held: $NVA.TO $AR Decreased: $PEY.TO $EXE $TVE.TO $CVE $EQT $ATH No longer in top 10: $ARX.TO Cash: 11.1% (was 9.8%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of October [--] 2025: New to top 10: $ATH Added: $EQT $AR $WCP $CVE $ARX.TO Held: $EXE $NVA.TO $ATH $TVE.TO Decreased: $PEY.TO No longer in top 10: $RRC Cash: 9.8% (was 6.2%) #COM #OOTT $NNRG https://t.co/Txf33jcJy2 Ninepoint Energy Funds top ten holdings and changes as of October [--] 2025: New to" [X Link](https://x.com/emmpeethree/status/1997421847625732386) 2025-12-06T21:44Z [----] followers, 15K engagements "Canoe Energy Fund - Top Ten Holdings and Changes for November [--] [----] New in top 10: $RRC Added: $TCW.TO $PSK.TO $TVE.TO $CES.TO $RRC Held: $TOU.TO Decreased: $ABXX $TPZ $HWX.TO $EQT Out of top 10: $ATH Cash: 3% (was -0.2%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for October [--] [----] New in top 10: none Added: $TCW.TO $PSK.TO $CES.TO Held: $TOU.TO $EQT $TPZ Decreased: $HWX.TO $ABXX $ATH $TVE.TO Out of top 10: none Cash: -0.2% (was 2.2%) #COM #OOTT https://t.co/ezK54Fkb0L Canoe Energy Fund - Top Ten Holdings and Changes for October [--] [----] New in top 10: none Added: $TCW.TO" [X Link](https://x.com/emmpeethree/status/1998993461739999645) 2025-12-11T05:49Z [----] followers, [----] engagements "Tourmaline Oil TD: "Is The Charlie Lake Now Sold Likely Yes. Here Is Our Pro Forma View On TOU-T" 1/2 #COM #OOTT $TOU $TOU.TO Tourmaline Oil DJ: "Tourmalines metamorphosis: from acquisitions to asset optimization" #COM #OOTT $TOU $TOU.TO https://t.co/jF1jOTWSoE Tourmaline Oil DJ: "Tourmalines metamorphosis: from acquisitions to asset optimization" #COM #OOTT $TOU $TOU.TO https://t.co/jF1jOTWSoE" [X Link](https://x.com/emmpeethree/status/2010146223156801556) 2026-01-11T00:26Z [----] followers, [----] engagements "NBF 4Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus CFPS CF Production Estimates $IMO $SU $ARX.TO $PSK $BIR $CVE $OVV $WCP $SDE $TPZ $TVE.TO $BTE $NVA $POU $VET.TO $ATH $SGY $TOU $CNQ $AAV $HWX $IPO $PEY $TNZ $SCR $SOIL $KEL $FRU $LGN $LCX $YGR #COM #OOTT NBF 3Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus CFPS CF Production Estimates $ATH $CNQ $CVE $IMO $MEG $SU $SCR $AAV $ARX.TO $BIR $BTE $HWX $IPO $KEC $KEL $LCX $LGN $NVA $OVV $PEY.TO $POU $SDE $SOIL $SGY $TNZ $TOU $TVE $VET.TO $WCP $YGR $FRU $PSK $TPZ #COM #OOTT https://t.co/818f06pa5z NBF 3Q25 Cheat Sheet/Reporting Calendar" [X Link](https://x.com/emmpeethree/status/2018706291024101393) 2026-02-03T15:21Z [----] followers, [----] engagements "Ninepoint Energy Fund - Top Ten Holdings and Changes for June [--] [----] New to top 10: $CNQ $NVA Added: $MEG.TO $NVA Held: $BTE.TO $VRN $PD.TO $ARX.TO $CVE.TO $HWX $TVE.TO Decreased: none No longer in top 10: $TOU $POU Cash 2.4% #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for May [--] [----] New to top 10: none Added: $CVE.TO (+63%) $HWX (+87%) Held: $BTE.TO $VRN $PD.TO $ARX.TO $TOU $POU $TVE.TO $MEG.TO Decreased: none No longer in top 10: none Cash 6.2% #COM #OOTT $NNRG $NNRG.TO https://t.co/Uvp4B0dKoJ Ninepoint Energy Fund - Top Ten Holdings and Changes for May" [X Link](https://x.com/emmpeethree/status/1811070242925465762) 2024-07-10T16:09Z [----] followers, 14.5K engagements "DJ "Hold on to your broomsticks3Q24 preview" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) $VRN (Mid oil) $NVA (Smid NG was $AAV) $HWX (sm oil) none (special situation was $VET.TO) none (royalty was $TPZ) 1/3🧵#OOTT #COM DJ "Walking on sunshine2Q24 review" Top picks: $CVE (large oil) $TOU (NG) $ARX.TO (wet gas) $VRN (Smid oil) $AAV (Smid NG) $VET.TO (special situation) $TPZ (royalty) 1/2🧵#OOTT #COM https://t.co/gWIpLwvgBK DJ "Walking on sunshine2Q24 review" Top picks: $CVE (large oil) $TOU (NG) $ARX.TO (wet gas) $VRN (Smid oil) $AAV (Smid NG) $VET.TO (special situation) $TPZ" [X Link](https://x.com/emmpeethree/status/1848941996465160428) 2024-10-23T04:18Z [----] followers, [----] engagements "Canoe Energy Fund - Top Ten Holdings and Changes for June [--] [----] New in top 10: $CES.TO Added: $TPZ $PSK.TO $HWX.TO Held: $TOU.TO $TCW.TO $CES.TO Decreased: $ATH $RRC $TVE.TO $EQT Out of top 10: $EXE Cash: 0.4% (was 1%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for May [--] [----] New in top 10: $TPZ Added: $EQT $TPZ Held: $TOU.TO Decreased: $HWX.TO $ATH $EXE $RRC $PSK.TO $TVE.TO $TCW.TO Out of top 10: $CES.TO Cash: 1% (was 1.6%) #COM #OOTT https://t.co/nUHxFlBuRQ Canoe Energy Fund - Top Ten Holdings and Changes for May [--] [----] New in top 10: $TPZ Added: $EQT $TPZ Held: $TOU.TO" [X Link](https://x.com/emmpeethree/status/1943035246968033570) 2025-07-09T19:51Z [----] followers, 16.6K engagements "Ninepoint Energy Funds top ten holdings and changes as of September [--] [----] (No August update): New to top 10: $WCP Added: $WCP $PEY.TO $TVE.TO Held: $EXE $NVA.TO $AR $RRC Decreased: $CVE $EQT $ARX.TO No longer in top 10: $MEG.TO Cash: 6.2% (was 8.9%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of July [--] 2025: New to top 10: $CVE Added: $EXE $AR $RRC $CVE Held: $EQT $NVA.TO $MEG.TO $ARX.TO $PEY.TO Decreased: $TVE.TO No longer in top 10: $TOU Cash: 8.9% (was 15.7%) #COM #OOTT $NNRG https://t.co/0l0TrZs6wC Ninepoint Energy Funds top ten holdings and changes as of" [X Link](https://x.com/emmpeethree/status/1976611167763386722) 2025-10-10T11:30Z [----] followers, 15.1K engagements "Ninepoint Energy Funds top ten holdings and changes as of October [--] 2025: New to top 10: $ATH Added: $EQT $AR $WCP $CVE $ARX.TO Held: $EXE $NVA.TO $ATH $TVE.TO Decreased: $PEY.TO No longer in top 10: $RRC Cash: 9.8% (was 6.2%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of September [--] [----] (No August update): New to top 10: $WCP Added: $WCP $PEY.TO $TVE.TO Held: $EXE $NVA.TO $AR $RRC Decreased: $CVE $EQT $ARX.TO No longer in top 10: $MEG.TO Cash: 6.2% (was 8.9%) #COM #OOTT $NNRG https://t.co/mJ2TSyZ60U Ninepoint Energy Funds top ten holdings and changes as of" [X Link](https://x.com/emmpeethree/status/1988380617877385544) 2025-11-11T22:57Z [----] followers, 20.3K engagements "Logan Energy's 3Q25 NBF: "Asset Portfolio Advancing" TD: "Q3 Largely In Line; Operational Hiccups Nip at Guidance" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT Logan Energy's 2Q25 TD: "STRONG Q2. NEW FACILITY UNLEASHES GROWTH" NBF: "Crushed It" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/EJWlTuHlw1 Logan Energy's 2Q25 TD: "STRONG Q2. NEW FACILITY UNLEASHES GROWTH" NBF: "Crushed It" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/EJWlTuHlw1" [X Link](https://x.com/emmpeethree/status/1991679721839657044) 2025-11-21T01:27Z [----] followers, [----] engagements "Logan Energy's [----] Budget NBF: "Tactically Advancing" TD: "Strategy Unchanged; But Less Near-Term Growth" $LGN.V $LGN.TO $LGN #COM #OOTT Logan Energy's 3Q25 NBF: "Asset Portfolio Advancing" TD: "Q3 Largely In Line; Operational Hiccups Nip at Guidance" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/N2HJYyccDV Logan Energy's 3Q25 NBF: "Asset Portfolio Advancing" TD: "Q3 Largely In Line; Operational Hiccups Nip at Guidance" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/N2HJYyccDV" [X Link](https://x.com/emmpeethree/status/2008901437388918897) 2026-01-07T14:00Z [----] followers, [----] engagements "@AssetTraveller @EnergyInvest0r would you believe me if i told you in the last [--] days $ARX insiders were net sellers of the stock" [X Link](https://x.com/emmpeethree/status/2018693451194204545) 2026-02-03T14:29Z [----] followers, [---] engagements "Prairie Sky Royalty TD: "CANADA BEST IDEAS: RESILIENCY GROWTH TAILWINDS AT ATTRACTIVE ENTRY POINT" 1/2🧵 $PSK.TO $PSK #COM #OOTT Prairie Sky Royalty's [----] Investor Day NBF: "Deserves More Attention (PSK Investor Day)" $PSK.TO $PSK #COM #OOTT https://t.co/jgKjSNY37X Prairie Sky Royalty's [----] Investor Day NBF: "Deserves More Attention (PSK Investor Day)" $PSK.TO $PSK #COM #OOTT https://t.co/jgKjSNY37X" [X Link](https://x.com/emmpeethree/status/1963968488986595716) 2025-09-05T14:12Z [----] followers, [----] engagements "InPlay Oil's 3Q25 NBF: "Asset Strength the Highlight" 1/2 #COM $IPO $IPO.TO InPlay Oil NBF: "The Cardium Play" - Initiating Coverage 1/6🧵 #COM $IPO $IPO.TO https://t.co/kSdifRThmk InPlay Oil NBF: "The Cardium Play" - Initiating Coverage 1/6🧵 #COM $IPO $IPO.TO https://t.co/kSdifRThmk" [X Link](https://x.com/emmpeethree/status/1992066197475704900) 2025-11-22T03:02Z [----] followers, [----] engagements "Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE September [--] [----] Buying: $TOU $OBE $ARX.TO $CJ $AAV Selling: $SU $PEY.TO $VLE $CNQ $TAL #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) September [--] [----] Buying: $TOU $OBE $ARX.TO $CJ $AAV Selling: $SU $PEY.TO $VLE $CNQ $TAL August [--] [----] Buying: $TOU $OVE $AAV $CJ $KEC Selling: $VLE $CNQ $PEY.TO $TAL $SGY #COM #OOTT https://t.co/IlZNvzkTsq Ink Research Canadian EP Net Insider Buying &" [X Link](https://x.com/emmpeethree/status/1996423580276666616) 2025-12-04T03:37Z [----] followers, [----] engagements "Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) December [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $TUK Selling: $TNZ $SU $PEY.TO $CNQ $BIR November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE September [--] [----] Buying: $TOU $OBE $ARX.TO $CJ $AAV Selling: $SU $PEY.TO $VLE $CNQ $TAL #COM #OOTT https://t.co/rCTdslOCTp Ink Research Canadian EP Net Insider Buying" [X Link](https://x.com/emmpeethree/status/2007533539060003236) 2026-01-03T19:24Z [----] followers, [----] engagements "Prairie Sky Royalty TD: "We've Done The Math: Spartan's Duvernay Could Be Worth $1.1B to PSK" $PSK.TO $PSK $SDE #COM #OOTT Prairie Sky Royalty TD: "CANADA BEST IDEAS: RESILIENCY GROWTH TAILWINDS AT ATTRACTIVE ENTRY POINT" 1/2🧵 $PSK.TO $PSK #COM #OOTT https://t.co/UeNo9LYfgM Prairie Sky Royalty TD: "CANADA BEST IDEAS: RESILIENCY GROWTH TAILWINDS AT ATTRACTIVE ENTRY POINT" 1/2🧵 $PSK.TO $PSK #COM #OOTT https://t.co/UeNo9LYfgM" [X Link](https://x.com/emmpeethree/status/2008931639196279210) 2026-01-07T16:00Z [----] followers, [----] engagements "Canoe Energy Fund - Top Ten Holdings and Changes for December [--] [----] New in top 10: $CVE Added: $EQT $TCW.TO $PSK.TO $CVE Held: $TOU.TO $TPZ Decreased: $ABXX $HWX.TO $TVE.TO $CES.TO Out of top 10: $RRC Cash: 1.3% (was 3%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for November [--] [----] New in top 10: $RRC Added: $TCW.TO $PSK.TO $TVE.TO $CES.TO $RRC Held: $TOU.TO Decreased: $ABXX $TPZ $HWX.TO $EQT Out of top 10: $ATH Cash: 3% (was -0.2%) #COM #OOTT https://t.co/4DzixhuJOQ Canoe Energy Fund - Top Ten Holdings and Changes for November [--] [----] New in top 10: $RRC Added: $TCW.TO" [X Link](https://x.com/emmpeethree/status/2010437190753620351) 2026-01-11T19:42Z [----] followers, [----] engagements "Prairie Sky Royalty's 4Q25 NBF: "Solid Quarter + Modest Dividend Bump" $PSK.TO $PSK $SDE #COM #OOTT Prairie Sky Royalty TD: "We've Done The Math: Spartan's Duvernay Could Be Worth $1.1B to PSK" $PSK.TO $PSK $SDE #COM #OOTT https://t.co/k8vNGpb1T1 Prairie Sky Royalty TD: "We've Done The Math: Spartan's Duvernay Could Be Worth $1.1B to PSK" $PSK.TO $PSK $SDE #COM #OOTT https://t.co/k8vNGpb1T1" [X Link](https://x.com/emmpeethree/status/2022174513484771339) 2026-02-13T05:02Z [----] followers, [----] engagements "Birchcliff Energy's 4Q25 NBF: "Q4 Generally In Line. F&D Costs Improve as Lrg. Neg. Tech Revisions Behind Them" TD: "Sound & Solid" 1/x #COM #OOTT $BIR.TO $BIR Birchcliff Energy's 3Q25 NBF: "Resilient & Stable Value; Deserves Re-Rate" TD: "Strong Operations; Testing Market Appetite for More Capex/Growth" 1/x #COM #OOTT $BIR.TO $BIR https://t.co/4oTyyT8r77 Birchcliff Energy's 3Q25 NBF: "Resilient & Stable Value; Deserves Re-Rate" TD: "Strong Operations; Testing Market Appetite for More Capex/Growth" 1/x #COM #OOTT $BIR.TO $BIR https://t.co/4oTyyT8r77" [X Link](https://x.com/emmpeethree/status/2022329557815345235) 2026-02-13T15:18Z [----] followers, [---] engagements "@NuggetCapital @AncientSion How long did it take $bir to cut the div after the new CEO" [X Link](https://x.com/emmpeethree/status/2022738508981637239) 2026-02-14T18:23Z [----] followers, [--] engagements "NB - Crescent Point Energy - Jul Report -Sees 180% 12-month total returns -Path to Shareholder Return Is Paved -Dividend Bump & Return of Capital Update $CPG #COM #OOTT" [X Link](https://x.com/emmpeethree/status/1545074469407825920) 2022-07-07T15:57Z [----] followers, [--] engagements "Why own $meg when you can own $cve for less based on [----] EV/dacf $cve expected to begin 100% fcf shareholder returns in Q4 #oott #com" [X Link](https://x.com/emmpeethree/status/1565394720779534336) 2022-09-01T17:42Z [----] followers, [--] engagements "Canadian Energy names with net insider buying/selling (last [--] days) Net buying: $PKI $WCP $TOU $CFW $CET $CJ $JOY $GXE $XOP $PXT $PSK Net selling: $CVE $CNQ $TAL $PEY $AAV $SGY $SU $AOI $NVA $KEL $PNE $PPL $SES $OVE $VET #COM #OOTT" [X Link](https://x.com/emmpeethree/status/1565432234085339136) 2022-09-01T20:11Z [----] followers, [--] engagements "BNS on Tourmaline Oil -outperform target $106 recent catalysts include: --addition to TSX S/P [--] --premium natural gas pricing (JKM) --resumption of BC well authorizations (21 since Aug for $tou) #com #oott" [X Link](https://x.com/emmpeethree/status/1567149680215343105) 2022-09-06T13:56Z [----] followers, [--] engagements "NBF on Vermilion Energy's Corrib Acquisition -little risks financial impact "virtually nil" -seller $EQNR's hedging now worth more than acq price little risk of them backing out of deal -recent $VET.TO lagging share price a eurogas buying opportunity #COM #OOTT" [X Link](https://x.com/emmpeethree/status/1569332814872735745) 2022-09-12T14:31Z [----] followers, [--] engagements "NBF - Oil Gas & Consumable Fuels "Q3/22 Preview: I Wanna R.O.C" -remain constructive on medium & long-term OPEC+'s cut could exacerbate a undersupplied market. -endorse taking opportunity in volatile environment to purchase E&P equities (quality beta) #COM #OOTT #EFT" [X Link](https://x.com/emmpeethree/status/1583116972191285248) 2022-10-20T15:24Z [----] followers, [--] engagements "The rerating is happening slowly. In Oct [----] WTI hit $84 for the first time since [----]. Today WTI is back to $84. Look how far Canadian energy stocks have come in that time $ERF is the first to hit new 52wk highs and all are significantly above 1yr ago #COM #OOTT" [X Link](https://x.com/emmpeethree/status/1584722423844589568) 2022-10-25T01:44Z [----] followers, [--] engagements "Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes New to top 10: $CNQ Still in top 10: $CVE $NVA $ATH $MEG $TVE $BTE $HWX $FANG $ERF No longer in top 10: $ARX.TO #COM #OOTT #EFT $NNRG Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes -Added: $CVE (+180%) $NVA $ATH -Decreased: nothing (in top 10) -Held: $MEG $TVE $BTE $HWX $FANG $ARX.TO $ERF -New in top 10: $CVE -No longer in top 10: $CPG #COM #OOTT #EFT $NNRG https://t.co/4NXWYcG80y Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes -Added: $CVE (+180%) $NVA $ATH -Decreased: nothing (in" [X Link](https://x.com/emmpeethree/status/1590068666095505410) 2022-11-08T19:48Z [----] followers, [--] engagements "Canoe Energy Fund - Top [--] holdings for Oct [--] [----] New to top [--] added: $WCP.TO (+24%) Added: $MEG (18%) $CVE $HWX $TCW.TO Held: none Decreased: $CNQ $SES.TO $PSK $POU $ARX.TO Out of top 10: $TOU #COM #OOTT #EFT Canoe Energy Fund - Top [--] holdings for Sept [--] [----] Added: $MEG (+56%) $CNQ $CVE $HWX $PSK Decreased: $TOU $SES.TO (-20%) $TCW.TO Held: $POU New in top 10: $MEG Out of top 10: $VET.TO #COM #OOTT #EFT https://t.co/hH55uMgZ3C Canoe Energy Fund - Top [--] holdings for Sept [--] [----] Added: $MEG (+56%) $CNQ $CVE $HWX $PSK Decreased: $TOU $SES.TO (-20%) $TCW.TO Held: $POU New in top 10: $MEG" [X Link](https://x.com/emmpeethree/status/1590228198742429699) 2022-11-09T06:22Z [----] followers, [--] engagements "NBF BNS TD and DJ on Vermilion Energy's Q3 -results consistent w/ expectations [-----] EU windfall tax estimated at $250-$350M ---while impact being assessed NCIB suspended -expecting Corrib acq to close Q1/23 on admin delays #COM #OOTT $VET.TO $VET TD on Vermilion Energy - EU "Solidarity payment" -mostly as expected: Baseline =120% trailing-4-yr avg taxable profit (trailing-3-yr prior) -countries maintain autonomy w/ rate -Nat gas cap unlikely -impact of $379mm '22/$532mm '23 -'23 FCF yield 57%-38% #COM #OOTT $VET.TO #EFT https://t.co/VhAbsIFn7f TD on Vermilion Energy - EU "Solidarity payment"" [X Link](https://x.com/emmpeethree/status/1590726066641203200) 2022-11-10T15:20Z [----] followers, [--] engagements "TD on Peyto Exploration's Q3 -Q3 Production Pre-Released CFPS Generally as Expected: Peyto reported Q3 -CFPS of $1.11 below consensus ($1.18) on lower net realized pricing -sees dividend bump sustainability risk #COM #OOTT $PEY $PEY.TO BNS & DJ on Peyto Exploration's Q3 -AFF & FCF above exp on lower-than-exp cash costs [-----] & [----] budget & guidance updates will likely bring Street estimates slightly down -120% div bump = 11c/m = $1.32/yr = 40% of FCF on strip = 10.7% yield #COM #OOTT $PEY $PEY.TO https://t.co/CsPCppjTdX BNS & DJ on Peyto Exploration's Q3 -AFF & FCF above exp on" [X Link](https://x.com/emmpeethree/status/1590767099177480193) 2022-11-10T18:03Z [----] followers, [--] engagements "Last year Henry Hub Natural Gas peaked $5.51 in Oct before dropping to $5.05 in Nov and $3.76 in Dec. We're now over $7 and a 100+ BCF draw is expected" [X Link](https://x.com/emmpeethree/status/1597779328972247040) 2022-11-30T02:27Z [----] followers, [--] engagements "Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes Looks like they only got around to updating the top [--] New to top 10: $VET.TO $WCP Still in top 10: $ATH $CVE $BTE $ERF $HWX $MEG $NVA $TVE No longer in top 10: $CNQ $FANG #COM #OOTT #EFT $NNRG Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes New to top 10: $CNQ Still in top 10: $CVE $NVA $ATH $MEG $TVE $BTE $HWX $FANG $ERF No longer in top 10: $ARX.TO #COM #OOTT #EFT $NNRG https://t.co/GO92Q200vg Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes New to top 10: $CNQ Still in top 10: $CVE" [X Link](https://x.com/emmpeethree/status/1600677795004547072) 2022-12-08T02:25Z [----] followers, [--] engagements "Ninepoint Energy Fund - December [----] - Top Ten Holdings [--] $TVE (1 last week) [--] $ERF (3) [--] $MEG (4) [--] $BTE (2) [--] $NVA (5) [--] $WCP (10) [--] $CVE (8) [--] $VET.TO (9) [--] $ATH (6) [--] $HWX (7) $NNRG #COM #OOTT Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes Looks like they only got around to updating the top [--] New to top 10: $VET.TO $WCP Still in top 10: $ATH $CVE $BTE $ERF $HWX $MEG $NVA $TVE No longer in top 10: $CNQ $FANG #COM #OOTT #EFT $NNRG https://t.co/JVuoUezlsw Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes Looks like they only got around to updating" [X Link](https://x.com/emmpeethree/status/1612674481423781889) 2023-01-10T04:55Z [----] followers, 16K engagements "Ninepoint Energy Fund - December [----] - Top Ten Holdings and Changes New to top 10: none Added: $VET.TO (+33%) $WCP (+25%) $CVE (20%) $TVE $ATH Held: $ERF $MEG $BTE $NVA $HWX Decreased: NONE No longer in top 10: none #COM #OOTT #EFT $NNRG Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes New to top 10: $VET.TO $WCP (+100%) Added: $ERF (+60%) $BTE $ATH Held: $NVA $HWX Decreased: $CVE (-35%) $MEG $TVE No longer in top 10: $FANG $CNQ #COM #OOTT #EFT $NNRG https://t.co/jmrZKadhBc Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes New to top 10: $VET.TO $WCP" [X Link](https://x.com/emmpeethree/status/1612678833744019464) 2023-01-10T05:12Z [----] followers, 52K engagements "NBF - Oil Gas & Consumable Fuels Report - Megathread "2023 Outlook: Down But Not Out" Top [----] ideas Oil $CVE $ERF $HWX $TVE $WCP Gas $AAV $ARX $BIR $TOU Themes -Capex increase Y/Y -Cash returns to rise -M&A for inventory -Historically discounted multiples 1/x #COM #OOTT NBF - Oil Gas & Consumable Fuels "Q3/22 Preview: I Wanna R.O.C" -remain constructive on medium & long-term OPEC+'s cut could exacerbate a undersupplied market. -endorse taking opportunity in volatile environment to purchase E&P equities (quality beta) #COM #OOTT #EFT https://t.co/0avnr2SBh7 NBF - Oil Gas & Consumable Fuels" [X Link](https://x.com/emmpeethree/status/1613371189556133890) 2023-01-12T03:04Z [----] followers, 23.9K engagements "Peyto Exploration's next monthly dividend will be 11c and $1.32/year or a 9.8% yield. I've seen comparisons to $GXE.TO & $CJ.TO div concerns on sustainability and concerns due to recent AECO/HH price drop. This report from TD shows it is sustainable. 1/x #COM #OOTT $PEY $PEY.TO TD on Peyto Exploration's Q3 -Q3 Production Pre-Released CFPS Generally as Expected: Peyto reported Q3 -CFPS of $1.11 below consensus ($1.18) on lower net realized pricing -sees dividend bump sustainability risk #COM #OOTT $PEY $PEY.TO https://t.co/Z81cY2hZcd TD on Peyto Exploration's Q3 -Q3 Production Pre-Released" [X Link](https://x.com/emmpeethree/status/1614493356847169536) 2023-01-15T05:23Z [----] followers, 16K engagements "What $TOU's Mike Rose and Petronas Canada CEO has to say about BRFN resolution #COM #OOTT https://t.co/5BuDqfBdPX #COM #OOTT https://t.co/5BuDqfBdPX #COM #OOTT" [X Link](https://x.com/emmpeethree/status/1615845791117250560) 2023-01-18T22:57Z [----] followers, [----] engagements "TD NBF and DJ on Blueberry River First Nation and BC Gov Resolution -Focus on Future Land Disturbance (not prod/activity) -Some Land Sterilization but Largely Outside of Montney Fairway -Development to Resume Expeditiously -Collaboration and Relationships Key #COM #OOTT 1/3 https://t.co/5BuDqfBdPX #COM #OOTT https://t.co/5BuDqfBdPX #COM #OOTT" [X Link](https://x.com/emmpeethree/status/1616087989813403648) 2023-01-19T14:59Z [----] followers, [----] engagements "Ninepoint Energy Fund - January [----] - Top Ten Holdings and Changes New to top 10: $CHRD $LOU $CNQ Held: $CVE $ATH $ERF $MEG $BTE $NVA $HWX No longer in top 10: $VET.TO $WCP $TVE #COM #OOTT Ninepoint Energy Fund - December [----] - Top Ten Holdings and Changes New to top 10: none Added: $VET.TO (+33%) $WCP (+25%) $CVE (20%) $TVE $ATH Held: $ERF $MEG $BTE $NVA $HWX Decreased: NONE No longer in top 10: none #COM #OOTT #EFT $NNRG https://t.co/EqNaWNXyJF Ninepoint Energy Fund - December [----] - Top Ten Holdings and Changes New to top 10: none Added: $VET.TO (+33%) $WCP (+25%) $CVE (20%) $TVE $ATH" [X Link](https://x.com/emmpeethree/status/1622709066677223424) 2023-02-06T21:29Z [----] followers, 47.5K engagements "Canoe Energy Fund - Top Ten Holdings and Changes for January [----] New in top 10: $BKR (+25% was already in fund) Added: $MEG (+21%) $SES.TO $PSK $POU Held: $HAL Decreased: $TOU (-21%) $HWX (-10%) $CNQ Out of top 10: $TCW.TO $CVE #COM #OOTT Canoe Energy Fund - Top [--] holdings and changes for December [----] https://t.co/droTMBPQWV Canoe Energy Fund - Top [--] holdings and changes for December [----] https://t.co/droTMBPQWV" [X Link](https://x.com/emmpeethree/status/1623696288184406021) 2023-02-09T14:52Z [----] followers, 18.5K engagements "Ninepoint Energy Fund - February [----] - Top Ten Holdings and Changes New to top 10: none Added: $CHRD (+14%) $CVE $NVA Held: $MEG $BTE $HWX $ATH $WCP $TVE Decreased: $ERF (-25%) No longer in top 10: none #COM #OOTT $NNRG Ninepoint Energy Fund - January [----] - Top Ten Holdings and Changes New to top 10: $CHRD (was already in fund) Added: $WCP $TVE Held: $MEG $ERF $BTE $NVA $HWX $ATH Decreased: $CVE No longer in top 10: $VET.TO #COM #OOTT $NNRG https://t.co/QenuodVLy4 Ninepoint Energy Fund - January [----] - Top Ten Holdings and Changes New to top 10: $CHRD (was already in fund) Added: $WCP $TVE" [X Link](https://x.com/emmpeethree/status/1633716819910610944) 2023-03-09T06:30Z [----] followers, 41.2K engagements "Canoe Energy Fund - Top Ten Holdings and Changes for February [----] New in top 10: $SU (+57%) $WCP Added: $POU (+38%) $TCW.TO $HWX $SES.TO Held: $BKR $TOU Decreased: $MEG (-12%) $PSK Out of top 10: $HAL $CNQ #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for January [----] New in top 10: $BKR (+25% was already in fund) Added: $MEG (+21%) $SES.TO $PSK $POU Held: $HAL Decreased: $TOU (-21%) $HWX (-10%) $CNQ Out of top 10: $TCW.TO $CVE #COM #OOTT https://t.co/KeEiSIteK8 Canoe Energy Fund - Top Ten Holdings and Changes for January [----] New in top 10: $BKR (+25% was already in fund)" [X Link](https://x.com/emmpeethree/status/1633720723624833024) 2023-03-09T06:45Z [----] followers, 19.4K engagements "Canoe Energy Fund - Top Ten Holdings and Changes for March [----] New in top 10: $ARX.TO (new position) $CNQ (+50%) Added: $POU $WCP Held: $TCW.TO $TOU Decreased: $SES.TO (-14%) $PSK (-12%) $MEG (-10%) $HWX Out of top 10: $SU $BKR #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for February [----] New in top 10: $SU (+57%) $WCP Added: $POU (+38%) $TCW.TO $HWX $SES.TO Held: $BKR $TOU Decreased: $MEG (-12%) $PSK Out of top 10: $HAL $CNQ #COM #OOTT https://t.co/Ag6I3pOVFt Canoe Energy Fund - Top Ten Holdings and Changes for February [----] New in top 10: $SU (+57%) $WCP Added: $POU (+38%)" [X Link](https://x.com/emmpeethree/status/1645663648889860096) 2023-04-11T05:42Z [----] followers, 22.3K engagements "DJ on Baker Hughes Rig Count for Apr [--] [----] "US still bleeding rigs (but in all the wrong places)" #COM #OOTT DJ on Baker Hughes Rig Count for Apr [--] [----] 1/2 #COM #OOTT https://t.co/OfDzXREL0S DJ on Baker Hughes Rig Count for Apr [--] [----] 1/2 #COM #OOTT https://t.co/OfDzXREL0S" [X Link](https://x.com/emmpeethree/status/1647110203413004289) 2023-04-15T05:30Z [----] followers, 21.6K engagements "NBF on Vermilion Energy's 1Q23 "Healthy Hedge Program" -in line -anticipates returning 25-30% of FCF to shareholders in [----] [-----] capex and production guidance remain unchanged at $570 million and 82-86 mboe/d $VET.TO #COM #OOTT TD and DJ on Vermilion Energy's 1Q23 "VET still can-do without Wandoo; Mica assets step up to the plate" -Production beat helps offset cost escalation -Whats new on the home front -And overseas.I $VET.TO #COM #OOTT https://t.co/3JmEwwxe0Y TD and DJ on Vermilion Energy's 1Q23 "VET still can-do without Wandoo; Mica assets step up to the plate" -Production beat helps" [X Link](https://x.com/emmpeethree/status/1654649274175754240) 2023-05-06T00:48Z [----] followers, [----] engagements "Ninepoint Energy Fund - April [----] - Top Ten Holdings and Changes: New to top 10: none Added: $SU (+15%) $TVE Held: $MEG $BTE $CVE $WCP $CHRD Decreased: $HWX (-20%) $ATH (-15%) $NVA (-13%) No longer in top 10: none #COM #OOTT $NNRG Ninepoint Energy Fund - March [----] - Top Ten Holdings and Changes New to top 10: $SU (+500%) Added: $CVE (+33%) $BTE (+27%) $CHRD (+13%) $TVE Held: $HWX $MEG $WCP Decreased: $ATH $NVA No longer in top 10: $ERF #COM #OOTT $NNRG https://t.co/polJh83mpX Ninepoint Energy Fund - March [----] - Top Ten Holdings and Changes New to top 10: $SU (+500%) Added: $CVE (+33%) $BTE" [X Link](https://x.com/emmpeethree/status/1654855601594466307) 2023-05-06T14:28Z [----] followers, 40.4K engagements "DJ on Baker Hughes Rig Count for May [--] [----] "Bye bye Miss American Piethis will be the day that US shale growth dies" 1/2 #COM #OOTT DJ on Baker Hughes Rig Count for Apr [--] [----] "US still bleeding rigs (but in all the wrong places)" #COM #OOTT https://t.co/yByFE6QXjw DJ on Baker Hughes Rig Count for Apr [--] [----] "US still bleeding rigs (but in all the wrong places)" #COM #OOTT https://t.co/yByFE6QXjw" [X Link](https://x.com/emmpeethree/status/1659740948442804224) 2023-05-20T02:00Z [----] followers, 22.1K engagements "Ninepoint Energy Fund - May [----] - Top Ten Holdings and Changes: New to top 10: $CNQ (+250%) Added: $TVE $BTE $ATH (+15%) $HWX Held: $MEG $CHRD $CVE $WCP Decreased: $NVA (-28%) No longer in top 10: $SU #COM #OOTT $NNRG Ninepoint Energy Fund - April [----] - Top Ten Holdings and Changes: New to top 10: none Added: $SU (+15%) $TVE Held: $MEG $BTE $CVE $WCP $CHRD Decreased: $HWX (-20%) $ATH (-15%) $NVA (-13%) No longer in top 10: none #COM #OOTT $NNRG https://t.co/k36WaFcaEC Ninepoint Energy Fund - April [----] - Top Ten Holdings and Changes: New to top 10: none Added: $SU (+15%) $TVE Held: $MEG" [X Link](https://x.com/emmpeethree/status/1666811053668450314) 2023-06-08T14:14Z [----] followers, 38.6K engagements "NBF on Cenovus Energy "A Tale of Two Halves; Momentum Is Mounting" $CVE.TO #OOTT #COM DJ - Petroleum Status Report for June [--] [----] Youre gonna need a bigger boatUS crude inventories advance amid sluggish exports 1/2 #COM #OOTT https://t.co/vmOpsRhl0F DJ - Petroleum Status Report for June [--] [----] Youre gonna need a bigger boatUS crude inventories advance amid sluggish exports 1/2 #COM #OOTT https://t.co/vmOpsRhl0F" [X Link](https://x.com/emmpeethree/status/1669339457806532608) 2023-06-15T13:41Z [----] followers, 10.6K engagements "Ninepoint Energy Fund - June [----] - Top Ten Holdings and Changes: New to top 10: none Added: $BTE.TO $ATH.TO $WCP.TO Held: $MEG.TO $CVE.TO $TVE.TO $HWX.TO $CNQ.TO Decreased: $CHRD.TO (-28%) $NVA.TO (-18%) No longer in top 10: none #COM #OOTT $NNRG Ninepoint Energy Fund - May [----] - Top Ten Holdings and Changes: New to top 10: $CNQ (+250%) Added: $TVE $BTE $ATH (+15%) $HWX Held: $MEG $CHRD $CVE $WCP Decreased: $NVA (-28%) No longer in top 10: $SU #COM #OOTT $NNRG https://t.co/ZB0V70jVTf Ninepoint Energy Fund - May [----] - Top Ten Holdings and Changes: New to top 10: $CNQ (+250%) Added: $TVE" [X Link](https://x.com/emmpeethree/status/1679031119411290112) 2023-07-12T07:33Z [----] followers, 22K engagements "NBF on Tamarack Valley Energy's 2Q23 "Magnification of Value Coming" #COM #OOTT $TVE.TO DJ on Tamarack Valley Energy's 2Q23 "2Q23 first takecontinues delevering balance sheet through C$39.5m infrastructure and GORR disposition" #COM #OOTT $TVE.TO https://t.co/MINGNy65Mq DJ on Tamarack Valley Energy's 2Q23 "2Q23 first takecontinues delevering balance sheet through C$39.5m infrastructure and GORR disposition" #COM #OOTT $TVE.TO https://t.co/MINGNy65Mq" [X Link](https://x.com/emmpeethree/status/1685218115377119232) 2023-07-29T09:18Z [----] followers, 14.5K engagements "Ninepoint Energy Fund - July [----] - Top Ten Holdings and Changes: New to top 10: $CPG.TO (+142%) $SGY.TO Added: $WCP.TO Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $CNQ.TO Decreased: $ATH.TO $HWX.TO No longer in top 10: $NVA.TO $CHRD #COM #OOTT $NNRG Ninepoint Energy Fund - June [----] - Top Ten Holdings and Changes: New to top 10: none Added: $BTE.TO $ATH.TO $WCP.TO Held: $MEG.TO $CVE.TO $TVE.TO $HWX.TO $CNQ.TO Decreased: $CHRD.TO (-28%) $NVA.TO (-18%) No longer in top 10: none #COM #OOTT $NNRG https://t.co/WHd9FxUrzv Ninepoint Energy Fund - June [----] - Top Ten Holdings and Changes: New to top 10:" [X Link](https://x.com/emmpeethree/status/1688950754927927297) 2023-08-08T16:30Z [----] followers, 25.9K engagements "Ninepoint Energy Fund - August [----] - Top Ten Holdings and Changes: New to top 10: $SU.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $SGY.TO Decreased: $ATH.TO $WCP.TO $CPG.TO $CNQ.TO No longer in top 10: $HWX.TO #COM #OOTT $NNRG Ninepoint Energy Fund - July [----] - Top Ten Holdings and Changes: New to top 10: $CPG.TO (+142%) $SGY.TO Added: $WCP.TO Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $CNQ.TO Decreased: $ATH.TO $HWX.TO No longer in top 10: $NVA.TO $CHRD #COM #OOTT $NNRG https://t.co/XoaNS93wMV Ninepoint Energy Fund - July [----] - Top Ten Holdings and Changes: New to top" [X Link](https://x.com/emmpeethree/status/1701590319064814049) 2023-09-12T13:35Z [----] followers, 18.8K engagements "Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes: New to top 10: $ERF.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $ATH.TO $TVE.TO $CPG.TO $SGY.TO Decreased: $SU.TO $WCP.TO No longer in top 10: $CNQ.TO #COM #OOTT $NNRG Ninepoint Energy Fund - August [----] - Top Ten Holdings and Changes: New to top 10: $SU.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $SGY.TO Decreased: $ATH.TO $WCP.TO $CPG.TO $CNQ.TO No longer in top 10: $HWX.TO #COM #OOTT $NNRG https://t.co/l0YmLSaY7g Ninepoint Energy Fund - August [----] - Top Ten Holdings and Changes:" [X Link](https://x.com/emmpeethree/status/1711754743440388363) 2023-10-10T14:45Z [----] followers, 17.6K engagements "NBF - Oil Gas & Consumable Fuels "3Q23 Preview: Reporting Themes & Estimates" "Given the relative outperformance of crude over the quarter and the strength in pricing along the forward curve our bias remains oil-weighted $CPG $CVE $ERF $HWX $TVE and $WCP " #COM #OOTT 1/x NBF - Oil Gas & Consumable Fuels MEGA Report (26 pages) "No Longer the Marginal Barrel; WCS Checks All the Boxes" $IMO $CVE $CNQ $SU $HWX $MEG $TVE $BTE #COM #OOTT 1/5 https://t.co/e4qMWTnoCP NBF - Oil Gas & Consumable Fuels MEGA Report (26 pages) "No Longer the Marginal Barrel; WCS Checks All the Boxes" $IMO $CVE $CNQ $SU" [X Link](https://x.com/emmpeethree/status/1716826548421186021) 2023-10-24T14:38Z [----] followers, 12.5K engagements "TD on Baytex Energy's 3Q23 "Q3/23 Conference Call Highlights" #COM #OOTT $BTE.TO #BTE NBF on Baytex Energy's 2Q23 "Baytex-Watch" #COM #OOTT $BTE.TO https://t.co/WlhrTwxvIu NBF on Baytex Energy's 2Q23 "Baytex-Watch" #COM #OOTT $BTE.TO https://t.co/WlhrTwxvIu" [X Link](https://x.com/emmpeethree/status/1720515838867046719) 2023-11-03T18:58Z [----] followers, 10.1K engagements "NBF on Baytex Energy's 3Q23 "Textbook Portfolio; Upgrading to Outperform" Target raised to $9.25 from $8.5 and upgraded to Outperform from Hold #COM #OOTT $BTE.TO #BTE TD on Baytex Energy's 3Q23 "Q3/23 Conference Call Highlights" #COM #OOTT $BTE.TO #BTE https://t.co/6wfixtveAb TD on Baytex Energy's 3Q23 "Q3/23 Conference Call Highlights" #COM #OOTT $BTE.TO #BTE https://t.co/6wfixtveAb" [X Link](https://x.com/emmpeethree/status/1720630174843318644) 2023-11-04T02:32Z [----] followers, 15.2K engagements "Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes: New to top 10: $CNQ.TO (+20%) Added: $TVE.TO $CPG.TO Held: $MEG.TO $BTE.TO $CVE.TO $ERF.TO $SGY.TO Decreased: $ATH.TO No longer in top 10: $SU.TO #COM #OOTT $NNRG http://WCP.TO Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes: New to top 10: $ERF.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $ATH.TO $TVE.TO $CPG.TO $SGY.TO Decreased: $SU.TO $WCP.TO No longer in top 10: $CNQ.TO #COM #OOTT $NNRG https://t.co/HYMMXxenln http://WCP.TO Ninepoint Energy Fund - September [----] - Top Ten Holdings" [X Link](https://x.com/emmpeethree/status/1722646503347634572) 2023-11-09T16:05Z [----] followers, 18K engagements "NBF on Crescent Point Energy's $HHRS Acquisition "Hammer Time" #COM #OOTT $CPG.TO $CPG 1/2 TD on Crescent Point Energy's $HHRS Acquisition "Resuming Coverage Post Hammerhead Transaction and Financing" #COM #OOTT $CPG.TO $CPG https://t.co/4zqIfaJaHL TD on Crescent Point Energy's $HHRS Acquisition "Resuming Coverage Post Hammerhead Transaction and Financing" #COM #OOTT $CPG.TO $CPG https://t.co/4zqIfaJaHL" [X Link](https://x.com/emmpeethree/status/1725275799941468290) 2023-11-16T22:12Z [----] followers, 11.6K engagements "DJ "Are we there yet3Q23 review" 1/2 🧵 Best ideas: $CVE integrated oil $ARX.TO natural gas $ERF mid oil none (was $AAV) smid gas none: condy/wet gas $TVE small oil $TPZ royalty #OOTT #COM DJ "Time for some M & eh in the Great White North No doot aboot it3Q23 preview" 1/x 🧵 Best ideas: $CVE integrated oil $ARX.TO large gas $ERF (was $CPG) mid oil $AAV smid gas none: condy/wet gas $TVE small oil $TPZ (was $FRU) royalty #OOTT #COM https://t.co/7H3fgYMwlk DJ "Time for some M & eh in the Great White North No doot aboot it3Q23 preview" 1/x 🧵 Best ideas: $CVE integrated oil $ARX.TO large gas $ERF" [X Link](https://x.com/emmpeethree/status/1727087459467710874) 2023-11-21T22:11Z [----] followers, 17.9K engagements "TD on Baytex Energy "$154mm Non-Core Viking Sale to Further Deleverage Balance Sheet" #COM #OOTT $BTE.TO #BTE TD on Baytex Energy "Tax Reassessment Confirmed; $416mm Pot. Owing But Years Out" #COM #OOTT $BTE.TO #BTE https://t.co/sDpieLQyIJ TD on Baytex Energy "Tax Reassessment Confirmed; $416mm Pot. Owing But Years Out" #COM #OOTT $BTE.TO #BTE https://t.co/sDpieLQyIJ" [X Link](https://x.com/emmpeethree/status/1729287372855287866) 2023-11-27T23:53Z [----] followers, 11.7K engagements "DJ "2024 outlook: Fortis et Liberpreparing to unleash Canadian oil & gas on the world" 1/x 🧵 Top Picks for 2024: $ARX.TO & $CVE Honourable Mentions: $CNQ $ERF $TVE $AAV $TOU $FRU $TPZ 💎🤲 #OOTT #COM DJ "Are we there yet3Q23 review" 1/2 🧵 Best ideas: $CVE integrated oil $ARX.TO natural gas $ERF mid oil none (was $AAV) smid gas none: condy/wet gas $TVE small oil $TPZ royalty #OOTT #COM https://t.co/4X5ZwfrwIy DJ "Are we there yet3Q23 review" 1/2 🧵 Best ideas: $CVE integrated oil $ARX.TO natural gas $ERF mid oil none (was $AAV) smid gas none: condy/wet gas $TVE small oil $TPZ royalty #OOTT" [X Link](https://x.com/emmpeethree/status/1733634109094887614) 2023-12-09T23:45Z [----] followers, 21.3K engagements "NBF and DJ on Cenovus Energy's [----] Budget "2024 Budget First Look" NBF "Next year all our troubles will be out of sightCVEs future is merry and bright" DJ target dropped to $34 from $34.5 #COM #OOTT $CVE.TO $CVE DJ and TD on Cenovus Energy's [----] Budget "2024 guidance first takecapex in line with softer-than-expected upstream and downstream production" DJ "No Meaningful Surprises in [----] Budget Release" TD #COM #OOTT $CVE.TO $CVE https://t.co/3buglRJBe8 DJ and TD on Cenovus Energy's [----] Budget "2024 guidance first takecapex in line with softer-than-expected upstream and downstream" [X Link](https://x.com/emmpeethree/status/1735690717820056026) 2023-12-15T15:58Z [----] followers, 12K engagements "NBF - Oil Gas & Consumable Fuels "Accelerating Towards LNG; How Off-Take Could Impact the Western Canadian Economy" ".favoured BC exposed upstream operators $TOU $ARX.TO $CR $KEL & $LGN plus best aligned OFS participants $TCW $PD $CEU $EFX $PSI " #COM #OOTT 1/10 🧵 NBF - Oil Gas & Consumable Fuels "3Q23 Preview: Reporting Themes & Estimates" "Given the relative outperformance of crude over the quarter and the strength in pricing along the forward curve our bias remains oil-weighted $CPG $CVE $ERF $HWX $TVE and $WCP " #COM #OOTT 1/x https://t.co/tKSXVZKqOI NBF - Oil Gas & Consumable Fuels" [X Link](https://x.com/emmpeethree/status/1736966200238948599) 2023-12-19T04:26Z [----] followers, 13.1K engagements "@NavalInstitute that plunge pool doesn't look appetizing" [X Link](https://x.com/emmpeethree/status/1754327341147258910) 2024-02-05T02:13Z [----] followers, [----] engagements "Ninepoint Energy Fund - Top Ten Holdings and Changes for January [--] 2024: New to top 10: $TOU (+100%) Added: none Held: $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $MEG.TO $TVE.TO Decreased: $ATH.TO (-23%) $CVE.TO (-13%) No longer in top 10: $HWX #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for December [--] 2023: New to top 10: $ARX.TO (+200%) Added: none Held: $BTE.TO $CVE.TO $PD.TO $HWX $ATH.TO $CPG.TO $WCP.TO Decreased: $MEG.TO (-10%) $TVE.TO No longer in top 10: $ERF.TO #COM #OOTT $NNRG $NNRG.TO https://t.co/F9TRSOH9Z5 Ninepoint Energy Fund - Top Ten Holdings" [X Link](https://x.com/emmpeethree/status/1755833590750077036) 2024-02-09T05:58Z [----] followers, 40.1K engagements "Side-by-side comparison of Whitecap Resources' Nov [----] and Feb [----] (4Q23) Corporate Presentations -net debt up $100m ( $BTE Viking acq) -EV up $100m 1/17🧵 #COM #OOTT $WCP $WCP.TO Side-by-side comparison of Gear Energy's Nov [----] and Feb [----] Corporate Presentations -Debt up 6% -FFO/boe down (commodity pricing) -management estimated drilling locations up 33% from [---] to [---] 1/12 🧵 #COM #OOTT $GXE $GXE.TO https://t.co/P8o5GAMEZc Side-by-side comparison of Gear Energy's Nov [----] and Feb [----] Corporate Presentations -Debt up 6% -FFO/boe down (commodity pricing) -management estimated drilling" [X Link](https://x.com/emmpeethree/status/1764521505252336042) 2024-03-04T05:21Z [----] followers, 21K engagements "Ninepoint Energy Fund - Top Ten Holdings and Changes for March [--] [----] New to top 10: $POU Added: $POU (+39%) Held: $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $TOU Decreased: $MEG.TO (-61%) $TVE.TO No longer in top 10: $ATH.TO #COM #OOTT $NNRG $NNRG.TO http://CVE.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for February [--] 2024: New to top 10: none Added: none Held: $CVE.TO $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $MEG.TO $TVE.TO $TOU Decreased: $ATH.TO (-54%) No longer in top 10: none #COM #OOTT $NNRG $NNRG.TO https://t.co/l07U4MSoPa http://CVE.TO Ninepoint Energy Fund - Top Ten" [X Link](https://x.com/emmpeethree/status/1777702550239908351) 2024-04-09T14:18Z [----] followers, 18.5K engagements "Ninepoint Energy Fund - Top Ten Holdings and Changes for April [--] [----] New to top 10: $HWX.TO Added: $POU (+30%) Held: $PD.TO $ARX.TO $TOU $HWX Decreased: $BTE.TO $CPG.TO (-21%) $TVE.TO $CVE.TO (-27%) $MEG.TO No longer in top 10: $WCP.TO #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for March [--] [----] New to top 10: $POU Added: $POU (+39%) Held: $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $TOU Decreased: $MEG.TO (-61%) $TVE.TO https://t.co/OgW9SFnycL No longer in top 10: $ATH.TO #COM #OOTT $NNRG $NNRG.TO https://t.co/hivj2Uj270 Ninepoint Energy Fund - Top Ten" [X Link](https://x.com/emmpeethree/status/1788572904445387182) 2024-05-09T14:13Z [----] followers, 21.6K engagements "Ninepoint Energy Fund - Top Ten Holdings and Changes for May [--] [----] New to top 10: none Added: $CVE.TO (+63%) $HWX (+87%) Held: $BTE.TO $VRN $PD.TO $ARX.TO $TOU $POU $TVE.TO $MEG.TO Decreased: none No longer in top 10: none Cash 6.2% #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for April [--] [----] New to top 10: $HWX.TO Added: $POU (+30%) Held: $PD.TO $ARX.TO $TOU $HWX Decreased: $BTE.TO $CPG.TO (-21%) $TVE.TO $CVE.TO (-27%) $MEG.TO No longer in top 10: $WCP.TO #COM #OOTT $NNRG $NNRG.TO https://t.co/2eFsIbu7BV Ninepoint Energy Fund - Top Ten Holdings and" [X Link](https://x.com/emmpeethree/status/1799817477230329922) 2024-06-09T14:55Z [----] followers, 32K engagements "Ninepoint Energy Fund - Top Ten Holdings and Changes for July [--] [----] New to top 10: $PTEN Added: $VRN $ARX.TO $PTEN Held: $CNQ $CVE.TO $TVE.TO $MEG.TO $HWX Decreased: $BTE.TO $PD.TO No longer in top 10: $NVA Cash 4% #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for June [--] [----] New to top 10: $CNQ $NVA Added: $MEG.TO $NVA Held: $BTE.TO $VRN $PD.TO $ARX.TO $CVE.TO $HWX $TVE.TO Decreased: none No longer in top 10: $TOU $POU Cash 2.4% #COM #OOTT $NNRG $NNRG.TO https://t.co/EHYqXZ3Fjj Ninepoint Energy Fund - Top Ten Holdings and Changes for June [--] [----] New to" [X Link](https://x.com/emmpeethree/status/1821790475793170617) 2024-08-09T06:07Z [----] followers, 17K engagements "Ninepoint Energy Funds top ten holdings and changes as of August [--] 2024: New to top 10: $NVA.TO Added: $NVA.TO (+40%) $CNQ $VRN Held: $CVE.TO $TVE.TO $ARX.TO $MEG.TO $HWX Decreased: $BTE.TO $PD.TO No longer in top 10: $PTEN Cash: 3.10% #COM #OOTT Ninepoint Energy Fund - Top Ten Holdings and Changes for July [--] [----] New to top 10: $PTEN Added: $VRN $ARX.TO $PTEN Held: $CNQ $CVE.TO $TVE.TO $MEG.TO $HWX Decreased: $BTE.TO $PD.TO No longer in top 10: $NVA Cash 4% #COM #OOTT $NNRG $NNRG.TO https://t.co/cf4okSZ58R Ninepoint Energy Fund - Top Ten Holdings and Changes for July [--] [----] New to top 10:" [X Link](https://x.com/emmpeethree/status/1834039566061502902) 2024-09-12T01:21Z [----] followers, 13.5K engagements "Whitecap Resources 3Q24 NBF: "Liquids Strength Drives Guidance Increase" DJ: "Eyes on the prize in 25WCP delivers another operational beat and no surprises from [----] guidance" TD: "BEAT AND RAISE" A REOCCURRING QUARTERLY TREND FOR WCP $WCP.TO $WCP #COM #OOTT NBF on Whitecap Resources "Operational & Corporate Update" $WCP.TO $WCP #COM #OOTT https://t.co/Jlls8SfsYi NBF on Whitecap Resources "Operational & Corporate Update" $WCP.TO $WCP #COM #OOTT https://t.co/Jlls8SfsYi" [X Link](https://x.com/emmpeethree/status/1849644802473710051) 2024-10-25T02:51Z [----] followers, [----] engagements "DJ "The Good the Bad and the Ugly3Q24 review" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) none (mid oil was $VRN) $AAV (smid NG) $HWX (sm oil) $SDE (special situation) none (royalty) 1/3🧵#OOTT #COM DJ "Hold on to your broomsticks3Q24 preview" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) $VRN (Mid oil) $NVA (Smid NG was $AAV) $HWX (sm oil) none (special situation was $VET.TO) none (royalty was $TPZ) 1/3🧵#OOTT #COM https://t.co/YlyvVm6psX DJ "Hold on to your broomsticks3Q24 preview" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) $VRN (Mid oil) $NVA" [X Link](https://x.com/emmpeethree/status/1861636735148662931) 2024-11-27T05:02Z [----] followers, 13.1K engagements "DJ "2025 outlookYou aint seen nothing yet" Top picks: $ARX.TO $CVE Honourable mentions: $CNQ $SU $TOU $AAV $SDE 1/5 🧵#OOTT #COM DJ "The Good the Bad and the Ugly3Q24 review" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) none (mid oil was $VRN) $AAV (smid NG) $HWX (sm oil) $SDE (special situation) none (royalty) 1/3🧵#OOTT #COM https://t.co/AGOyKj3wTy DJ "The Good the Bad and the Ugly3Q24 review" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) none (mid oil was $VRN) $AAV (smid NG) $HWX (sm oil) $SDE (special situation) none (royalty) 1/3🧵#OOTT #COM" [X Link](https://x.com/emmpeethree/status/1867716009077223815) 2024-12-13T23:39Z [----] followers, 20K engagements "Whitecap Resources DJ: "Christmas comes earlyWCP unwraps another strong quarterly performance" TD: "WCP UPDATE SHOWS ROBUST Q4 PRODUCTION BEAT" $WCP.TO $WCP #COM #OOTT Whitecap Resources 3Q24 NBF: "Liquids Strength Drives Guidance Increase" DJ: "Eyes on the prize in 25WCP delivers another operational beat and no surprises from [----] guidance" TD: "BEAT AND RAISE" A REOCCURRING QUARTERLY TREND FOR WCP $WCP.TO $WCP #COM #OOTT https://t.co/lLwCTkzh5O Whitecap Resources 3Q24 NBF: "Liquids Strength Drives Guidance Increase" DJ: "Eyes on the prize in 25WCP delivers another operational beat and no" [X Link](https://x.com/emmpeethree/status/1869195314693132566) 2024-12-18T01:37Z [----] followers, [----] engagements "Whitecap Resources NBF: "Operations & Reserves Update" $WCP.TO $WCP #COM #OOTT Whitecap Resources DJ: "Got capital efficiencies WCP releases constructive [----] reserves update" $WCP.TO $WCP #COM #OOTT https://t.co/ARV5FGfXN8 Whitecap Resources DJ: "Got capital efficiencies WCP releases constructive [----] reserves update" $WCP.TO $WCP #COM #OOTT https://t.co/ARV5FGfXN8" [X Link](https://x.com/emmpeethree/status/1887139364763034099) 2025-02-05T14:01Z [----] followers, 10.6K engagements "ARC Resources' 4Q24 DJ: "4Q24 first takehere comes the Attachie liquids (as predicted)" TD: "SOLID END TO [----]. STRONGER FCF BUYBACKS AND ATTACHIE II ANNOUNCEMENT IN 2025E" 1/X $ARX.TO $ARX #COM #OOTT TD on ARC Resources' [----] Budget "BEST IDEAS 2025: ARX AT A FCF INFLECTION POINT; COMPELLING VALUATION" $ARX.TO $ARX #COM #OOTT https://t.co/grehAB5b1t TD on ARC Resources' [----] Budget "BEST IDEAS 2025: ARX AT A FCF INFLECTION POINT; COMPELLING VALUATION" $ARX.TO $ARX #COM #OOTT https://t.co/grehAB5b1t" [X Link](https://x.com/emmpeethree/status/1887877950810296675) 2025-02-07T14:55Z [----] followers, [----] engagements "Tamarack Valley Energy's 4Q24 DJ: "Clear and present valueTVE posts a blockbuster [----] reserves update" $COM #OOTT $TVE.TO $TVE DJ on Tamarack Valley Energy's [----] Budget "Outlines [----] guidance.but wait theres more" #COM #OOTT $TVE.TO $TVE https://t.co/rjU8baAFDI DJ on Tamarack Valley Energy's [----] Budget "Outlines [----] guidance.but wait theres more" #COM #OOTT $TVE.TO $TVE https://t.co/rjU8baAFDI" [X Link](https://x.com/emmpeethree/status/1890107421349069003) 2025-02-13T18:35Z [----] followers, 11K engagements "Tamarack Valley Energy's 4Q24 NBF: "An Exemplary Asset Driving Outsized Returns & Value" $COM #OOTT $TVE.TO $TVE Tamarack Valley Energy's 4Q24 DJ: "Clear and present valueTVE posts a blockbuster [----] reserves update" $COM #OOTT $TVE.TO $TVE https://t.co/dWSQh6g3lq Tamarack Valley Energy's 4Q24 DJ: "Clear and present valueTVE posts a blockbuster [----] reserves update" $COM #OOTT $TVE.TO $TVE https://t.co/dWSQh6g3lq" [X Link](https://x.com/emmpeethree/status/1890563244680520055) 2025-02-15T00:46Z [----] followers, [----] engagements "Whitecap Resources' 4Q24 DJ: "4Q24 first takeracks up another quarterly beat while continuing to push the envelope technologically" $WCP.TO $WCP #COM #OOTT Whitecap Resources NBF: "Operations & Reserves Update" $WCP.TO $WCP #COM #OOTT https://t.co/pZ8oDA4fpM Whitecap Resources NBF: "Operations & Reserves Update" $WCP.TO $WCP #COM #OOTT https://t.co/pZ8oDA4fpM" [X Link](https://x.com/emmpeethree/status/1892427906833408102) 2025-02-20T04:15Z [----] followers, [----] engagements "Whitecap Resources' 4Q24 DJ: "The best dont rest; increasing target to C$13" $WCP.TO $WCP #COM #OOTT Whitecap Resources' 4Q24 TD: "STRONG Q4. KEY DETAILS PREVIOUSLY RELEASED EARLY FEB." NBF: "Liquids Realizations Drive Strong Performance" $WCP.TO $WCP #COM #OOTT https://t.co/5eSxz1ytPS Whitecap Resources' 4Q24 TD: "STRONG Q4. KEY DETAILS PREVIOUSLY RELEASED EARLY FEB." NBF: "Liquids Realizations Drive Strong Performance" $WCP.TO $WCP #COM #OOTT https://t.co/5eSxz1ytPS" [X Link](https://x.com/emmpeethree/status/1893748160792604836) 2025-02-23T19:42Z [----] followers, 10.9K engagements "Whitecap Resources DJ: "Weve got each other and thats a lot (well give it a shot)WCP + VRN an investor dream match come true" $WCP.TO $WCP #COM #OOTT Whitecap Resources' 4Q24 DJ: "The best dont rest; increasing target to C$13" $WCP.TO $WCP #COM #OOTT https://t.co/IvVYJRXHSE Whitecap Resources' 4Q24 DJ: "The best dont rest; increasing target to C$13" $WCP.TO $WCP #COM #OOTT https://t.co/IvVYJRXHSE" [X Link](https://x.com/emmpeethree/status/1899998965573312886) 2025-03-13T01:40Z [----] followers, [----] engagements "MEG Energy DJ: "It has begun; Strathcona initiates Mortal Kombat in the Canadian oil sands through proposed hostile takeover of MEG" #OOTT #COM $MEG.TO $MEG $SCR MEG Energy's 1Q25 DJ: "Keep your options open; increasing our target to C$25.00 (from C$24.50)" #OOTT #COM $MEG.TO $MEG https://t.co/v8QZAlhiE6 MEG Energy's 1Q25 DJ: "Keep your options open; increasing our target to C$25.00 (from C$24.50)" #OOTT #COM $MEG.TO $MEG https://t.co/v8QZAlhiE6" [X Link](https://x.com/emmpeethree/status/1923320619946381655) 2025-05-16T10:12Z [----] followers, 28.8K engagements "@BubleQe a rare bad take from you. asset quality is incomparable. utilization and SOR performance are miles apart. if you owned $MEG instead of $SCR you wouldn't be happy with this offer or calling them "twins"" [X Link](https://x.com/emmpeethree/status/1923838372805738767) 2025-05-17T20:29Z [----] followers, [----] engagements "MEG Energy NBF: "Pour Some Sugar on ME(G)" #OOTT #COM $MEG.TO $MEG $SCR MEG Energy DJ: "It has begun; Strathcona initiates Mortal Kombat in the Canadian oil sands through proposed hostile takeover of MEG" #OOTT #COM $MEG.TO $MEG $SCR https://t.co/irJ7FVizV5 MEG Energy DJ: "It has begun; Strathcona initiates Mortal Kombat in the Canadian oil sands through proposed hostile takeover of MEG" #OOTT #COM $MEG.TO $MEG $SCR https://t.co/irJ7FVizV5" [X Link](https://x.com/emmpeethree/status/1923939618736701533) 2025-05-18T03:12Z [----] followers, [----] engagements "Feels like years since this was posted but should be again Every day above $70WTI is a good day (especially with a 42% foreign exchange uplift and the tightest heavy oil differential in [--] years). Every day above $70WTI is a good day (especially with a 42% foreign exchange uplift and the tightest heavy oil differential in [--] years)" [X Link](https://x.com/emmpeethree/status/1935796563324121261) 2025-06-19T20:27Z [----] followers, [----] engagements "Whitecap Resources' 2Q25 NBF: "Off To A Hot Start" DJ: "2Q25 first takefirst in action (and setting the bar high)" TD: "WELL AHEAD: Q2 BEATS STREET. SETTING UP FOR FY GUIDANCE BUMP IN H2" 1/3 🧵 $WCP.TO $WCP #COM #OOTT Whitecap Resources TD: "ACQUISITION OF VRN ELEVATES WCP TO NORTH AMERICAN RELEVANT SCALE" 1/4 🧵 $WCP.TO $WCP $VRN $VRN.TO #COM #OOTT https://t.co/NmThCeagvD Whitecap Resources TD: "ACQUISITION OF VRN ELEVATES WCP TO NORTH AMERICAN RELEVANT SCALE" 1/4 🧵 $WCP.TO $WCP $VRN $VRN.TO #COM #OOTT https://t.co/NmThCeagvD" [X Link](https://x.com/emmpeethree/status/1948346543775358983) 2025-07-24T11:36Z [----] followers, [----] engagements "Canoe Energy Fund - Top Ten Holdings and Changes for July [--] [----] New in top 10: none Added: $CES.TO $TPZ $TCW.TO $ATH $TVE.TO $EQT Held: $PSK.TO $HWX.TO Decreased: $TOU.TO $RRC Out of top 10: none Cash: 0.1% (was 0.4%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for June [--] [----] New in top 10: $CES.TO Added: $TPZ $PSK.TO $HWX.TO Held: $TOU.TO $TCW.TO $CES.TO Decreased: $ATH $RRC $TVE.TO $EQT Out of top 10: $EXE Cash: 0.4% (was 1%) #COM #OOTT https://t.co/Fjc1SSP4cK Canoe Energy Fund - Top Ten Holdings and Changes for June [--] [----] New in top 10: $CES.TO Added: $TPZ $PSK.TO" [X Link](https://x.com/emmpeethree/status/1953790303992684706) 2025-08-08T12:08Z [----] followers, 12K engagements "Cenovus Energy's 2Q25 TD: ". CONFERENCE CALL TAKEAWAYS AND UPDATED ESTIMATES" NBF: "Waiting On Conviction" DJ: ". as Ohio (downstream) goes so goes the company; CVE posts big beat" & "If you really want more (more) scream it out louder;." 1/4🧵 #COM #OOTT $CVE $CVE.TO Cenovus Energy TD: "RECALIBRATING Q2 EXPECTATIONS; REFRESHING POSITIVE INVESTMENT THESIS FOR H2/25+" 1/2 #COM #OOTT $CVE.TO $CVE https://t.co/0Rj9o9DGPr Cenovus Energy TD: "RECALIBRATING Q2 EXPECTATIONS; REFRESHING POSITIVE INVESTMENT THESIS FOR H2/25+" 1/2 #COM #OOTT $CVE.TO $CVE https://t.co/0Rj9o9DGPr" [X Link](https://x.com/emmpeethree/status/1955093382079918095) 2025-08-12T02:26Z [----] followers, [----] engagements "Cenovus Energy TD: "WE THINK Q2 RESULTS ALLEVIATED MOST INVESTOR CONCERNS - REMAINS TOP-PICK" #COM #OOTT $CVE $CVE.TO Cenovus Energy's 2Q25 TD: ". CONFERENCE CALL TAKEAWAYS AND UPDATED ESTIMATES" NBF: "Waiting On Conviction" DJ: ". as Ohio (downstream) goes so goes the company; CVE posts big beat" & "If you really want more (more) scream it out louder;." 1/4🧵 #COM #OOTT $CVE $CVE.TO https://t.co/Jbx6MvTYCo Cenovus Energy's 2Q25 TD: ". CONFERENCE CALL TAKEAWAYS AND UPDATED ESTIMATES" NBF: "Waiting On Conviction" DJ: ". as Ohio (downstream) goes so goes the company; CVE posts big beat" & "If" [X Link](https://x.com/emmpeethree/status/1958499336154918972) 2025-08-21T12:00Z [----] followers, [----] engagements "@SpencerHakimian another angle https://x.com/RapidReport2025/status/1977135704540102924 WATCH: Huntington Beach helicopter crash in California filmed by eyewitness directly beneath it At least [--] taken to hospital https://t.co/HkgnQQ4SDX https://x.com/RapidReport2025/status/1977135704540102924 WATCH: Huntington Beach helicopter crash in California filmed by eyewitness directly beneath it At least [--] taken to hospital https://t.co/HkgnQQ4SDX" [X Link](https://x.com/emmpeethree/status/1977155405269942337) 2025-10-11T23:32Z [----] followers, 28.4K engagements "@SpencerHakimian third angle https://x.com/RapidReport2025/status/1977129130899714127 BREAKING: New footage of helicopter crashing into trees in Huntington Beach California https://t.co/VWJkWUvqOe https://x.com/RapidReport2025/status/1977129130899714127 BREAKING: New footage of helicopter crashing into trees in Huntington Beach California https://t.co/VWJkWUvqOe" [X Link](https://x.com/emmpeethree/status/1977198080987738257) 2025-10-12T02:22Z [----] followers, [----] engagements "Whitecap Resources' 3Q25 DJ: "3Q25 first takePour some Synergy on me" $WCP.TO $WCP #COM #OOTT Whitecap Resources' 2Q25 NBF: "Off To A Hot Start" DJ: "2Q25 first takefirst in action (and setting the bar high)" TD: "WELL AHEAD: Q2 BEATS STREET. SETTING UP FOR FY GUIDANCE BUMP IN H2" 1/3 🧵 $WCP.TO $WCP #COM #OOTT https://t.co/tsDtA9B2Xq Whitecap Resources' 2Q25 NBF: "Off To A Hot Start" DJ: "2Q25 first takefirst in action (and setting the bar high)" TD: "WELL AHEAD: Q2 BEATS STREET. SETTING UP FOR FY GUIDANCE BUMP IN H2" 1/3 🧵 $WCP.TO $WCP #COM #OOTT https://t.co/tsDtA9B2Xq" [X Link](https://x.com/emmpeethree/status/1981168211719835870) 2025-10-23T01:18Z [----] followers, [----] engagements "TD on AECO pricing drop Key Takeaways: -Minimal Exposure for Most -Who is Least Exposed to AECO $NVA.to $ARX.to and $BIR.to least exposed to spot AECO in H2 Who Has the Most Exposure to AECO $PEY.to $SDE.to and $KEL.to #com #oott" [X Link](https://x.com/emmpeethree/status/1560648367868325888) 2022-08-19T15:22Z [----] followers, [--] engagements "TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE $NVA Exits the matrix: $BP $TOU #COM #OOTT TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits the matrix: $NVA #COM #OOTT https://t.co/Hvw5fjtuaU TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits" [X Link](https://x.com/anyuser/status/1841295668134174922) 2024-10-02T01:54Z [----] followers, 10.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@emmpeethree The NapsterNo specific information about The Napster appears in the provided tweets. The tweets seem to be related to the energy industry, specifically focusing on companies, stocks, and market updates in Canada.
Social category influence stocks 48.32% finance 24.83% cryptocurrencies 12.75% countries 4.03% technology brands 2.01% travel destinations 1.34%
Social topic influence $cve #2, $arxto #5, $wcp #2, top 10 23.49%, $tou #3, $cnq #7, $hwx #2, $tveto #1, $su #5, $ath #10
Top accounts mentioned or mentioned by @assettraveller @williamlaceyyyc @canada @parkscanada @energyinvest0r @spencerhakimian @vanisleinvestor @thejanard @shaletier7 @nuggetcapital @ancientsion @navalinstitute @bubleqe @westpine613 @landryluc4
Top assets mentioned Cenovus Energy Inc. (CVE) Canadian Natural Resources Limited (CNQ) Suncor Energy, Inc. (SU) Aethir (ATH) Montrose Environmental Group, Inc. (MEG) Nova Minerals Limited (NVA) Baytex Energy Corp. (BTE) Enerplus Corporation (ERF) Imperial Oil Limited (IMO) Veren Inc. (VRN) EQT, Corp. (EQT) Range Resources, Corp. (RRC) Scroll (SCR) CRESCENT POINT ENERGY CORP. (CPG) Chord Energy Corporation Common Stock (CHRD) Windoge98 (EXE) Legence Corp (LGN) TAL Education Group (TAL) Arweave (AR) Diamondback Energy Inc (FANG) Joystream (JOY) Soil (SOIL) Copiosa Coin (COP2) VeChain (VET) Accelerant Holdings (ARX) Baker Hughes Co (BKR) Halliburton Company (HAL)
Top posts by engagements in the last [--] hours
"Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) August [--] [----] Buying: $TOU $OVE $AAV $CJ $KEC Selling: $VLE $CNQ $PEY.TO $TAL $SGY July [--] [----] Buying: $KEC $TOU $RBY $JOY $FRU Selling: $CNQ $PEY.TO $AXL $NVA $BIR #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) July [--] [----] Buying: $KEC $TOU $RBY $JOY $FRU Selling: $CNQ $PEY.TO $AXL $NVA $BIR June [--] [----] Buying: $OBE $RBY $KEC $PSK $CVE Selling: $CNQ $PEY.TO $NVA $AXL $ALV #COM #OOTT https://t.co/WnyZ2mD9NN Ink Research Canadian EP Net Insider Buying & Insider selling"
X Link 2025-08-30T19:15Z [----] followers, 12.2K engagements
"ARC Resources TD: "Comparing Market Reaction to Value of Very Pessimistic Scenario" 1/2🧵 $ARX.TO #COM #OOTT ARC Resources 2Q25 DJ: ". first take: Meet Me Halfway RX expands Attachie footprint after posting another quarterly beat" & "Dont stop me now" NBF: ". Financial & Operating Results" TD: ". RESULTS AND COMMENTARY REINFORCE CONFIDENCE IN RESILIENT OUTLOOK" $ARX.TO #COM #OOTT https://t.co/4IMfZeQjrd ARC Resources 2Q25 DJ: ". first take: Meet Me Halfway RX expands Attachie footprint after posting another quarterly beat" & "Dont stop me now" NBF: ". Financial & Operating Results" TD: "."
X Link 2025-09-16T15:08Z [----] followers, 10.6K engagements
"DJ a) Quarterly CFPS comparison and reporting calendar b) 2Q25 CFPS and production estimates $WCP $AAV $TVE $ATH $HWX $CVE $IMO $TPZ $MEG $SDE $SU $PNE $TOU $VET.TO $CNQ $ARX.TO $NVA $FRU $PEY.TO #OOTT #COM DJ a) 1Q25 CFPS and production estimates vs consensus b) Quarterly CFPS/production comparison and reporting calendar $ARX.TO $CNQ $CVE $SU $TOU $CPG $ERF $FRU $PEY.TO $PNE $TPZ $TVE $VET.TO $WCP $AAV $ATH $HWX $NVA $SDE $IMO $MEG #OOTT #COM https://t.co/v4cOj1FYFF DJ a) 1Q25 CFPS and production estimates vs consensus b) Quarterly CFPS/production comparison and reporting calendar $ARX.TO"
X Link 2025-10-16T23:07Z [----] followers, [----] engagements
"NBF 3Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus CFPS CF Production Estimates $ATH $CNQ $CVE $IMO $MEG $SU $SCR $AAV $ARX.TO $BIR $BTE $HWX $IPO $KEC $KEL $LCX $LGN $NVA $OVV $PEY.TO $POU $SDE $SOIL $SGY $TNZ $TOU $TVE $VET.TO $WCP $YGR $FRU $PSK $TPZ #COM #OOTT NBF - 1Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus Comparative CFPS CF Production Estimates $YGR $ARX.TO $AAV $HWX $IMO $BTE $TPZ $OVV $MEG $SU $SDE $VET.TO $ATH $KEC $SGY $SOIL $TOU $TVE.TO $CNQ $CVE $TNZ $KEL $NVA $FRU $PEY.TO $POU $BIR $LGN $LCX $VRN #COM #OOTT https://t.co/3Sp2NyRn1O NBF - 1Q25 Cheat"
X Link 2025-10-23T19:38Z [----] followers, [----] engagements
"ARC Resources' 3Q25 NBF: "Attachie Phase [--] Timing Slips" TD: "Softer '26 Liquids Guide Than Expected; '26 Attachie Guide a Bit Shy" DJ: 3Q25 first lookAttachie all dressed up with nowhere to grow (yet)" 1/2🧵 $ARX.TO #COM #OOTT ARC Resources TD: "Comparing Market Reaction to Value of Very Pessimistic Scenario" 1/2🧵 $ARX.TO #COM #OOTT https://t.co/KiibGgQeLM ARC Resources TD: "Comparing Market Reaction to Value of Very Pessimistic Scenario" 1/2🧵 $ARX.TO #COM #OOTT https://t.co/KiibGgQeLM"
X Link 2025-11-07T15:19Z [----] followers, [----] engagements
"DJ "2026 outlookCanadian oil valuations congested Take the natural gas bypass" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM DJ "Is this the real life Is this just fantasy 3Q25 E&P review" Top picks: $SU $CVE 1/x 🧵#OOTT #COM https://t.co/nL5XOV67Ng DJ "Is this the real life Is this just fantasy 3Q25 E&P review" Top picks: $SU $CVE 1/x 🧵#OOTT #COM https://t.co/nL5XOV67Ng"
X Link 2025-12-11T02:04Z [----] followers, [----] engagements
"Imperial Oil's [----] Guidance DJ: "Last Christmas I (should have) gave you my heart.I keep my distance but you still catch my eye" TD: "Maintenance A Factor In [----] But Strong Midterm Operational Outlook Intact" $IMO $IMO.TO #COM #OOTT Imperial Oil's 3Q25 NBF: "Broad-Based Operational Momentum" TD: "Broad-Based Operational Momentum" DJ: "Q3/25 Conference Call Takeaways And Updated Estimates" $IMO $IMO.TO #COM #OOTT https://t.co/vYh6KnseFW Imperial Oil's 3Q25 NBF: "Broad-Based Operational Momentum" TD: "Broad-Based Operational Momentum" DJ: "Q3/25 Conference Call Takeaways And Updated"
X Link 2025-12-16T13:30Z [----] followers, [----] engagements
"Saturn Oil & Gas' [----] Budget NBF: "Return Focused" #COM #OOTT $SOIL $SOIL.TO Saturn Oil & Gas' 3Q25 NBF: "Return Focused" #COM #OOTT $SOIL $SOIL.TO https://t.co/H89DrxvvKn Saturn Oil & Gas' 3Q25 NBF: "Return Focused" #COM #OOTT $SOIL $SOIL.TO https://t.co/H89DrxvvKn"
X Link 2025-12-21T18:10Z [----] followers, [----] engagements
"Suncor Energy "Hitting the high notes a year early SU spins another record-breaking quarter" #COM #OOTT $SU Suncor Energy's [----] Budget DJ: "Upgraders roasting on an open fire (refineries nipping at your cash flows)increasing target to C$74 (from C$73)" NBF: "2026 Budget First Look" TD: "2026 Budget Looks Conservative And Builds On Strong [----] Operating Momentum" 1/x 🧵 #COM #OOTT $SU https://t.co/XGKjqC8xHy Suncor Energy's [----] Budget DJ: "Upgraders roasting on an open fire (refineries nipping at your cash flows)increasing target to C$74 (from C$73)" NBF: "2026 Budget First Look" TD: "2026"
X Link 2026-01-06T03:39Z [----] followers, [----] engagements
"TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" September [----] $CNQ $IMO $SU #COM #OOTT TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" August [----] $CNQ $IMO $SU #COM #OOTT https://t.co/kQgfKqLYaf TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" August [----] $CNQ $IMO $SU #COM #OOTT https://t.co/kQgfKqLYaf"
X Link 2026-01-10T23:20Z [----] followers, [----] engagements
"TD Top Pick Investment Matrix for O&G names for January [--] [----] Enters the matrix: none No change: $SU $ARX.TO $FRU $PEY.TO $CNQ $KEL $PSK $CVE $WCP $VNOM $SDE Exits the matrix: none #COM #OOTT TD Top Pick Investment Matrix for O&G names for September [--] [----] Enters the matrix: $WCP $VNOM No change: $SU $ARX.TO $FRU $PEY.TO $CNQ $KEL $PSK $CVE Exits the matrix: $TOU $NVA Changes: $SDE changes from gas value to mixed growth #COM #OOTT https://t.co/BaEGBXPwhf TD Top Pick Investment Matrix for O&G names for September [--] [----] Enters the matrix: $WCP $VNOM No change: $SU $ARX.TO $FRU $PEY.TO $CNQ"
X Link 2026-01-19T01:00Z [----] followers, [----] engagements
"Baytex Energy TD: "Downgrade to HOLD: Buybacks In Full Swing But Intersecting with Fair Valuation" #COM #OOTT $BTE.TO #BTE Baytex Energy's [----] Budget NBF: "Sound & Solid" #COM #OOTT $BTE.TO #BTE https://t.co/SNdaVOJvAF Baytex Energy's [----] Budget NBF: "Sound & Solid" #COM #OOTT $BTE.TO #BTE https://t.co/SNdaVOJvAF"
X Link 2026-01-19T13:00Z [----] followers, [----] engagements
"Imperial Oil's 4Q25 DJ: "4Q25 first takeoperational hiccups offset by strong cash flows and a 20% dividend bump" TD: "Q4/25 Conference Call Takeaways" and "20% Dividend Hike No Fourth SIB; Prod'n Falls Short on Kearl Weather Impacts" $IMO $IMO.TO #COM #OOTT Imperial Oil's [----] Guidance DJ: "Last Christmas I (should have) gave you my heart.I keep my distance but you still catch my eye" TD: "Maintenance A Factor In [----] But Strong Midterm Operational Outlook Intact" $IMO $IMO.TO #COM #OOTT https://t.co/hOUM6StpNp Imperial Oil's [----] Guidance DJ: "Last Christmas I (should have) gave you my"
X Link 2026-01-31T03:03Z [----] followers, [---] engagements
"TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/IZpdXdY1Cc TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/IZpdXdY1Cc"
X Link 2026-02-01T02:49Z [----] followers, [----] engagements
"Surge Energy NBF: "Underappreciated Asset Evolution" $SGY.TO $SGY #COM #OOTT Surge Energy's 3Q25 NBF: "Consistently Solid; Third Straight Strong Quarter in a Row" $SGY.TO $SGY #COM #OOTT https://t.co/mgPZoFtBoS Surge Energy's 3Q25 NBF: "Consistently Solid; Third Straight Strong Quarter in a Row" $SGY.TO $SGY #COM #OOTT https://t.co/mgPZoFtBoS"
X Link 2026-02-01T17:18Z [----] followers, [----] engagements
"My flight home last month arrived over three hours late. It's the second time I've gotten an airline to compensate me. Learn your rights: https://protection-passager-passenger.otc-cta.gc.ca/en/refunds-and-compensation https://protection-passager-passenger.otc-cta.gc.ca/en/refunds-and-compensation"
X Link 2026-02-02T23:03Z [----] followers, [----] engagements
"Baytex Energy TD: "NCIB 26% Complete; Reserves Report Broadly Points To Y/Y Improvements" #COM #OOTT $BTE.TO #BTE Baytex Energy TD: "Downgrade to HOLD: Buybacks In Full Swing But Intersecting with Fair Valuation" #COM #OOTT $BTE.TO #BTE https://t.co/5OAc8rCPhN Baytex Energy TD: "Downgrade to HOLD: Buybacks In Full Swing But Intersecting with Fair Valuation" #COM #OOTT $BTE.TO #BTE https://t.co/5OAc8rCPhN"
X Link 2026-02-03T13:00Z [----] followers, [----] engagements
"Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) January [--] [----] Buying: $OBE $ATH $GFR $BTE $FRU Selling: $TNZ $PEY.TO $CNQ $HWX $TOU December [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $TUK Selling: $TNZ $SU $PEY.TO $CNQ $BIR #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) December [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $TUK Selling: $TNZ $SU $PEY.TO $CNQ $BIR November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE #COM #OOTT https://t.co/dqT0Eh7Y6a Ink Research Canadian EP Net Insider Buying &"
X Link 2026-02-03T16:27Z [----] followers, [----] engagements
"NBF Oil Gas & Consumable Fuels 4Q25 "Q4 Preview: Oh What a Month" #COM #OOTT NBF Oil Gas & Consumable Fuels "2026 Outlook - When Life Gives You Lemons Make Lemonade" 1/8🧵(27 pages) #COM #OOTT https://t.co/tpSTGTudqm NBF Oil Gas & Consumable Fuels "2026 Outlook - When Life Gives You Lemons Make Lemonade" 1/8🧵(27 pages) #COM #OOTT https://t.co/tpSTGTudqm"
X Link 2026-02-03T18:15Z [----] followers, [----] engagements
"@VanIsleInvestor "We are on the first 10% of [---] sections of Attachie and will be looking across the asset further." Don't EPs drill their best acreage first"
X Link 2026-02-07T02:14Z [----] followers, [---] engagements
"@AssetTraveller according to the federal gov the same travel risk level as UK Belgium Costa Rica and Denmark"
X Link 2026-02-08T19:01Z [----] followers, [---] engagements
"TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" September [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" August [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/4QGpcWqBZo TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" August [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/4QGpcWqBZo"
X Link 2025-10-31T18:18Z [----] followers, [----] engagements
"@TheJanard @ShaleTier7 how about calls for $BIR $PNE $TOU to outperform $PEY how about the much written about disaster that was $VRN calling $JOY a shitco while it has a JV with $SDE (largely responsible for their outperformance) some calls were right some were wrong - kind like the reset of us"
X Link 2025-11-08T15:22Z [----] followers, [---] engagements
"Surge Energy's 3Q25 NBF: "Consistently Solid; Third Straight Strong Quarter in a Row" $SGY.TO $SGY #COM #OOTT Surge Energy's 1Q25 NBF: "A Significant Quarter" $SGY.TO $SGY #COM #OOTT https://t.co/MsSzx3DUAZ Surge Energy's 1Q25 NBF: "A Significant Quarter" $SGY.TO $SGY #COM #OOTT https://t.co/MsSzx3DUAZ"
X Link 2025-11-09T06:32Z [----] followers, [----] engagements
"ARC Resources DJ: "Raid the Lost ARC following Doomsday Attachie guidance; slashing target to C$31.00 (from C$34.50)" $ARX.TO #COM #OOTT ARC Resources' 3Q25 NBF: "Attachie Phase [--] Timing Slips" TD: "Softer '26 Liquids Guide Than Expected; '26 Attachie Guide a Bit Shy" DJ: 3Q25 first lookAttachie all dressed up with nowhere to grow (yet)" 1/2🧵 $ARX.TO #COM #OOTT https://t.co/4kKx2g43GZ ARC Resources' 3Q25 NBF: "Attachie Phase [--] Timing Slips" TD: "Softer '26 Liquids Guide Than Expected; '26 Attachie Guide a Bit Shy" DJ: 3Q25 first lookAttachie all dressed up with nowhere to grow (yet)" 1/2🧵"
X Link 2025-11-10T19:00Z [----] followers, [----] engagements
"TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" November [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" October [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/olsx1NzvgE TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" October [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/olsx1NzvgE"
X Link 2026-01-08T00:39Z [----] followers, [----] engagements
"NBF Oil Gas & Consumable Fuels "2026 Outlook - When Life Gives You Lemons Make Lemonade" 1/8🧵(27 pages) #COM #OOTT NBF Oil Gas & Consumable Fuels "Q3/25 Preview - Can't See The Forest Through The Trees (But We Can See The Bears)" 1/6 #COM #OOTT 3Q25 https://t.co/5D1jVszAOX NBF Oil Gas & Consumable Fuels "Q3/25 Preview - Can't See The Forest Through The Trees (But We Can See The Bears)" 1/6 #COM #OOTT 3Q25 https://t.co/5D1jVszAOX"
X Link 2026-01-12T01:23Z [----] followers, [----] engagements
"Ninepoint Energy Funds top ten holdings and changes as of December [--] 2025: New to top 10: none Added: $EXE $CVE $TPZ $ATH Held: $WCP $PEY.TO $EQT Decreased: $TVE.TO $NVA.TO $AR No longer in top 10: none Cash: 4.8% (was 11.1%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of November [--] 2025: New to top 10: $TPZ Added: $TPZ $WCP Held: $NVA.TO $AR Decreased: $PEY.TO $EXE $TVE.TO $CVE $EQT $ATH No longer in top 10: $ARX.TO Cash: 11.1% (was 9.8%) #COM #OOTT $NNRG https://t.co/kPhFCFfFrM Ninepoint Energy Funds top ten holdings and changes as of November [--] 2025: New to"
X Link 2026-01-15T01:24Z [----] followers, [----] engagements
"TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/u9KodBXBGw TD "Barrels and BTUs - Commodity Fundamentals Weekly" January [--] [----] #COM #OOTT https://t.co/u9KodBXBGw"
X Link 2026-01-23T01:49Z [----] followers, [----] engagements
"DJ "Cold comfort: Now with extra strength multiples4Q25 E&P preview" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM report DJ "2026 outlookCanadian oil valuations congested Take the natural gas bypass" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM https://t.co/HDZWFhoRkj DJ "2026 outlookCanadian oil valuations congested Take the natural gas bypass" Top picks for 2026: $CVE $RGSI Honourable metions: $ARX.TO $SU $TOU $WCP $PEY $TPZ 1/x 🧵#OOTT #COM https://t.co/HDZWFhoRkj"
X Link 2026-01-27T02:06Z [----] followers, [----] engagements
"Top picks: $SU $CVE $PEY.TO and $AAV"
X Link 2026-01-27T02:07Z [----] followers, [---] engagements
"TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" December [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $PTR $SCR $SU $CLC #COM #OOTT TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" November [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/N1lqxJYRm5 TD "SIFTING THROUGH THE SANDS - IN SITU MONTHLY PERFORMANCE TRACKER" November [----] $ATH $CNQ $CNOOC $COP $CVE $GFR $IMO $IPCO $MEG $PTR $SCR $SU #COM #OOTT https://t.co/N1lqxJYRm5"
X Link 2026-01-29T03:15Z [----] followers, [----] engagements
"TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" October [----] $CNQ $IMO $SU #COM #OOTT TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" September [----] $CNQ $IMO $SU #COM #OOTT https://t.co/O87P9jHw4e TD "MINE YOUR OWN BUSINESS - OIL SANDS MINING MONTHLY PERFORMANCE TRACKER" September [----] $CNQ $IMO $SU #COM #OOTT https://t.co/O87P9jHw4e"
X Link 2026-01-29T14:00Z [----] followers, [----] engagements
"DJ a) Quarterly CFPS comparison and reporting calendar b) 4Q25 CFPS and production estimates $IMO $SU $ARX.TO $CVE $SDE $WCP $TPZ $TVE.TO $ATH $PNE $TOU $VET $AAV $CNQ $HWX $PEY.TO $FRU #OOTT #COM DJ a) Quarterly CFPS comparison and reporting calendar b) 2Q25 CFPS and production estimates $WCP $AAV $TVE $ATH $HWX $CVE $IMO $TPZ $MEG $SDE $SU $PNE $TOU $VET.TO $CNQ $ARX.TO $NVA $FRU $PEY.TO #OOTT #COM https://t.co/rgYOnkW3it DJ a) Quarterly CFPS comparison and reporting calendar b) 2Q25 CFPS and production estimates $WCP $AAV $TVE $ATH $HWX $CVE $IMO $TPZ $MEG $SDE $SU $PNE $TOU $VET.TO $CNQ"
X Link 2026-02-03T20:01Z [----] followers, [----] engagements
"Suncor Energy TD: "Pre-released Record Q4 Left Little Room for Positive Surprises" DJ: "4Q25 first take: DJ got us fallin in love againSU drops another cash flow beat" #COM #OOTT $SU Suncor Energy "Hitting the high notes a year early SU spins another record-breaking quarter" #COM #OOTT $SU https://t.co/iii1VDoVBB Suncor Energy "Hitting the high notes a year early SU spins another record-breaking quarter" #COM #OOTT $SU https://t.co/iii1VDoVBB"
X Link 2026-02-04T14:03Z [----] followers, [----] engagements
"ARC Resources 4Q25 DJ: "4Q25 first take: Alls Well That Ends WellARC heads back to the drawing board at Attachie" TD: "Attachie Let Down Overshadows Otherwise Good Q4 Elsewhere" $ARX.TO #COM #OOTT ARC Resources DJ: "Raid the Lost ARC following Doomsday Attachie guidance; slashing target to C$31.00 (from C$34.50)" $ARX.TO #COM #OOTT https://t.co/8TpszBvbjY ARC Resources DJ: "Raid the Lost ARC following Doomsday Attachie guidance; slashing target to C$31.00 (from C$34.50)" $ARX.TO #COM #OOTT https://t.co/8TpszBvbjY"
X Link 2026-02-06T14:18Z [----] followers, [----] engagements
"Suncor Energy's 4Q25 DJ: "Place in the Sunincreasing target to C$85 (from C$79)" #COM #OOTT $SU Suncor Energy TD: "Pre-released Record Q4 Left Little Room for Positive Surprises" DJ: "4Q25 first take: DJ got us fallin in love againSU drops another cash flow beat" #COM #OOTT $SU https://t.co/kNjs77ozeZ Suncor Energy TD: "Pre-released Record Q4 Left Little Room for Positive Surprises" DJ: "4Q25 first take: DJ got us fallin in love againSU drops another cash flow beat" #COM #OOTT $SU https://t.co/kNjs77ozeZ"
X Link 2026-02-06T17:28Z [----] followers, [----] engagements
"Baytex Energy NBF: "BTE Provides Operations Update and Announces [----] Reserves" #COM #OOTT $BTE.TO #BTE Baytex Energy TD: "NCIB 26% Complete; Reserves Report Broadly Points To Y/Y Improvements" #COM #OOTT $BTE.TO #BTE https://t.co/zllizXUlTV Baytex Energy TD: "NCIB 26% Complete; Reserves Report Broadly Points To Y/Y Improvements" #COM #OOTT $BTE.TO #BTE https://t.co/zllizXUlTV"
X Link 2026-02-06T19:32Z [----] followers, [----] engagements
"ARC Resources' 4Q25 NBF: "Growth Prospect Put on Hold; Downgrading to Sector Perform" $ARX.TO #COM #OOTT ARC Resources 4Q25 DJ: "4Q25 first take: Alls Well That Ends WellARC heads back to the drawing board at Attachie" TD: "Attachie Let Down Overshadows Otherwise Good Q4 Elsewhere" $ARX.TO #COM #OOTT https://t.co/zQUClZpR7v ARC Resources 4Q25 DJ: "4Q25 first take: Alls Well That Ends WellARC heads back to the drawing board at Attachie" TD: "Attachie Let Down Overshadows Otherwise Good Q4 Elsewhere" $ARX.TO #COM #OOTT https://t.co/zQUClZpR7v"
X Link 2026-02-07T03:59Z [----] followers, [----] engagements
"InPlay Oil NBF: "IPO Strategic Bond Issuance" #COM $IPO $IPO.TO InPlay Oil's 3Q25 NBF: "Asset Strength the Highlight" 1/2 #COM $IPO $IPO.TO https://t.co/XIzTyAI1Aj InPlay Oil's 3Q25 NBF: "Asset Strength the Highlight" 1/2 #COM $IPO $IPO.TO https://t.co/XIzTyAI1Aj"
X Link 2026-02-07T16:03Z [----] followers, [----] engagements
"A colleague accused me of wasting water after I mentioned that using AI helped me finish a work task [----] minutes faster than if I had done it manually"
X Link 2026-02-08T19:36Z [----] followers, [---] engagements
"ARC Resources' 4Q25 DJ: "Attachie growth on pause (but not a lost cause)" $ARX.TO #COM #OOTT ARC Resources' 4Q25 NBF: "Growth Prospect Put on Hold; Downgrading to Sector Perform" $ARX.TO #COM #OOTT https://t.co/aX0ViUS8ht ARC Resources' 4Q25 NBF: "Growth Prospect Put on Hold; Downgrading to Sector Perform" $ARX.TO #COM #OOTT https://t.co/aX0ViUS8ht"
X Link 2026-02-09T13:00Z [----] followers, [----] engagements
"@WilliamLaceyYYC @Canada @ParksCanada At the end of the day if a foreign tourist comes to Canada to visit a free park the net benefit in tourism dollars is worth a $20 park admission. Tate modern British museum Smithsonian are all free as well and bring in a lot of tourists to those cities"
X Link 2026-02-11T07:02Z [----] followers, [---] engagements
"@WilliamLaceyYYC @Canada @ParksCanada just because Japan does it doesn't make it right thing to do i'd preferred something like what Venice did charge a daycharge visit fee during peak season discount if paid in advance. overnight visitors pay accomodation tax in lieu. not sure what the enforcement mechanism is"
X Link 2026-02-11T15:38Z [----] followers, [--] engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for January [--] [----] New in top 10: none Added: $EQT $CVE $TCW.TO $PSK.TO $TPZ Held: none Decreased: $ABXX $HWX.TO $TVE.TO $TOU.TO $CES.TO Out of top 10: none Cash: 1.5% (was 1.3%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for December [--] [----] New in top 10: $CVE Added: $EQT $TCW.TO $PSK.TO $CVE Held: $TOU.TO $TPZ Decreased: $ABXX $HWX.TO $TVE.TO $CES.TO Out of top 10: $RRC Cash: 1.3% (was 3%) #COM #OOTT https://t.co/g6bgJXSTIl Canoe Energy Fund - Top Ten Holdings and Changes for December [--] [----] New in top 10: $CVE Added: $EQT"
X Link 2026-02-12T00:54Z [----] followers, [----] engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for September [--] [----] New in top 10: none Added: $EQT $TVE.TO $PSK.TO Held: none Decreased: $CES.TO $TPZ $TCW.TO $ATH $HWX.TO $TOU.TO $ABXX Out of top 10: none Cash: 2.2% (was 0.3%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for August [--] [----] New in top 10: $ABXX Added: $EQT Held: none Decreased: $CES.TO $TPZ $TCW.TO $ATH $TVE.TO $PSK.TO $HWX.TO $TOU.TO $ABXX Out of top 10: $RRC Cash: 0.3% (was 0.1%) #COM #OOTT https://t.co/TAzER1oTBR Canoe Energy Fund - Top Ten Holdings and Changes for August [--] [----] New in top 10: $ABXX"
X Link 2025-10-10T15:50Z [----] followers, [----] engagements
"Tourmaline Oil DJ: "Tourmalines metamorphosis: from acquisitions to asset optimization" #COM #OOTT $TOU $TOU.TO Tourmaline Oil's 3Q25 TD: "Pulling Levers For Near-Term Defence to Support Longer-Term Growth" DJ: "3Q25 first takePeace out TOU signals further portfolio rationalization while expanding marketing access" NBF: "Looking Ahead from the Trough" 1/3 #COM #OOTT $TOU $TOU.TO https://t.co/LvQTGsRPfg Tourmaline Oil's 3Q25 TD: "Pulling Levers For Near-Term Defence to Support Longer-Term Growth" DJ: "3Q25 first takePeace out TOU signals further portfolio rationalization while expanding"
X Link 2025-11-10T15:00Z [----] followers, [----] engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for October [--] [----] New in top 10: none Added: $TCW.TO $PSK.TO $CES.TO Held: $TOU.TO $EQT $TPZ Decreased: $HWX.TO $ABXX $ATH $TVE.TO Out of top 10: none Cash: -0.2% (was 2.2%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for September [--] [----] New in top 10: none Added: $EQT $TVE.TO $PSK.TO Held: none Decreased: $CES.TO $TPZ $TCW.TO $ATH $HWX.TO $TOU.TO $ABXX Out of top 10: none Cash: 2.2% (was 0.3%) #COM #OOTT https://t.co/DaKsr5ZxDu Canoe Energy Fund - Top Ten Holdings and Changes for September [--] [----] New in top 10: none Added:"
X Link 2025-11-12T00:42Z [----] followers, 10.4K engagements
"Ninepoint Energy Funds top ten holdings and changes as of November [--] 2025: New to top 10: $TPZ Added: $TPZ $WCP Held: $NVA.TO $AR Decreased: $PEY.TO $EXE $TVE.TO $CVE $EQT $ATH No longer in top 10: $ARX.TO Cash: 11.1% (was 9.8%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of October [--] 2025: New to top 10: $ATH Added: $EQT $AR $WCP $CVE $ARX.TO Held: $EXE $NVA.TO $ATH $TVE.TO Decreased: $PEY.TO No longer in top 10: $RRC Cash: 9.8% (was 6.2%) #COM #OOTT $NNRG https://t.co/Txf33jcJy2 Ninepoint Energy Funds top ten holdings and changes as of October [--] 2025: New to"
X Link 2025-12-06T21:44Z [----] followers, 15K engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for November [--] [----] New in top 10: $RRC Added: $TCW.TO $PSK.TO $TVE.TO $CES.TO $RRC Held: $TOU.TO Decreased: $ABXX $TPZ $HWX.TO $EQT Out of top 10: $ATH Cash: 3% (was -0.2%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for October [--] [----] New in top 10: none Added: $TCW.TO $PSK.TO $CES.TO Held: $TOU.TO $EQT $TPZ Decreased: $HWX.TO $ABXX $ATH $TVE.TO Out of top 10: none Cash: -0.2% (was 2.2%) #COM #OOTT https://t.co/ezK54Fkb0L Canoe Energy Fund - Top Ten Holdings and Changes for October [--] [----] New in top 10: none Added: $TCW.TO"
X Link 2025-12-11T05:49Z [----] followers, [----] engagements
"Tourmaline Oil TD: "Is The Charlie Lake Now Sold Likely Yes. Here Is Our Pro Forma View On TOU-T" 1/2 #COM #OOTT $TOU $TOU.TO Tourmaline Oil DJ: "Tourmalines metamorphosis: from acquisitions to asset optimization" #COM #OOTT $TOU $TOU.TO https://t.co/jF1jOTWSoE Tourmaline Oil DJ: "Tourmalines metamorphosis: from acquisitions to asset optimization" #COM #OOTT $TOU $TOU.TO https://t.co/jF1jOTWSoE"
X Link 2026-01-11T00:26Z [----] followers, [----] engagements
"NBF 4Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus CFPS CF Production Estimates $IMO $SU $ARX.TO $PSK $BIR $CVE $OVV $WCP $SDE $TPZ $TVE.TO $BTE $NVA $POU $VET.TO $ATH $SGY $TOU $CNQ $AAV $HWX $IPO $PEY $TNZ $SCR $SOIL $KEL $FRU $LGN $LCX $YGR #COM #OOTT NBF 3Q25 Cheat Sheet/Reporting Calendar NBF vs. Consensus CFPS CF Production Estimates $ATH $CNQ $CVE $IMO $MEG $SU $SCR $AAV $ARX.TO $BIR $BTE $HWX $IPO $KEC $KEL $LCX $LGN $NVA $OVV $PEY.TO $POU $SDE $SOIL $SGY $TNZ $TOU $TVE $VET.TO $WCP $YGR $FRU $PSK $TPZ #COM #OOTT https://t.co/818f06pa5z NBF 3Q25 Cheat Sheet/Reporting Calendar"
X Link 2026-02-03T15:21Z [----] followers, [----] engagements
"Ninepoint Energy Fund - Top Ten Holdings and Changes for June [--] [----] New to top 10: $CNQ $NVA Added: $MEG.TO $NVA Held: $BTE.TO $VRN $PD.TO $ARX.TO $CVE.TO $HWX $TVE.TO Decreased: none No longer in top 10: $TOU $POU Cash 2.4% #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for May [--] [----] New to top 10: none Added: $CVE.TO (+63%) $HWX (+87%) Held: $BTE.TO $VRN $PD.TO $ARX.TO $TOU $POU $TVE.TO $MEG.TO Decreased: none No longer in top 10: none Cash 6.2% #COM #OOTT $NNRG $NNRG.TO https://t.co/Uvp4B0dKoJ Ninepoint Energy Fund - Top Ten Holdings and Changes for May"
X Link 2024-07-10T16:09Z [----] followers, 14.5K engagements
"DJ "Hold on to your broomsticks3Q24 preview" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) $VRN (Mid oil) $NVA (Smid NG was $AAV) $HWX (sm oil) none (special situation was $VET.TO) none (royalty was $TPZ) 1/3🧵#OOTT #COM DJ "Walking on sunshine2Q24 review" Top picks: $CVE (large oil) $TOU (NG) $ARX.TO (wet gas) $VRN (Smid oil) $AAV (Smid NG) $VET.TO (special situation) $TPZ (royalty) 1/2🧵#OOTT #COM https://t.co/gWIpLwvgBK DJ "Walking on sunshine2Q24 review" Top picks: $CVE (large oil) $TOU (NG) $ARX.TO (wet gas) $VRN (Smid oil) $AAV (Smid NG) $VET.TO (special situation) $TPZ"
X Link 2024-10-23T04:18Z [----] followers, [----] engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for June [--] [----] New in top 10: $CES.TO Added: $TPZ $PSK.TO $HWX.TO Held: $TOU.TO $TCW.TO $CES.TO Decreased: $ATH $RRC $TVE.TO $EQT Out of top 10: $EXE Cash: 0.4% (was 1%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for May [--] [----] New in top 10: $TPZ Added: $EQT $TPZ Held: $TOU.TO Decreased: $HWX.TO $ATH $EXE $RRC $PSK.TO $TVE.TO $TCW.TO Out of top 10: $CES.TO Cash: 1% (was 1.6%) #COM #OOTT https://t.co/nUHxFlBuRQ Canoe Energy Fund - Top Ten Holdings and Changes for May [--] [----] New in top 10: $TPZ Added: $EQT $TPZ Held: $TOU.TO"
X Link 2025-07-09T19:51Z [----] followers, 16.6K engagements
"Ninepoint Energy Funds top ten holdings and changes as of September [--] [----] (No August update): New to top 10: $WCP Added: $WCP $PEY.TO $TVE.TO Held: $EXE $NVA.TO $AR $RRC Decreased: $CVE $EQT $ARX.TO No longer in top 10: $MEG.TO Cash: 6.2% (was 8.9%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of July [--] 2025: New to top 10: $CVE Added: $EXE $AR $RRC $CVE Held: $EQT $NVA.TO $MEG.TO $ARX.TO $PEY.TO Decreased: $TVE.TO No longer in top 10: $TOU Cash: 8.9% (was 15.7%) #COM #OOTT $NNRG https://t.co/0l0TrZs6wC Ninepoint Energy Funds top ten holdings and changes as of"
X Link 2025-10-10T11:30Z [----] followers, 15.1K engagements
"Ninepoint Energy Funds top ten holdings and changes as of October [--] 2025: New to top 10: $ATH Added: $EQT $AR $WCP $CVE $ARX.TO Held: $EXE $NVA.TO $ATH $TVE.TO Decreased: $PEY.TO No longer in top 10: $RRC Cash: 9.8% (was 6.2%) #COM #OOTT $NNRG Ninepoint Energy Funds top ten holdings and changes as of September [--] [----] (No August update): New to top 10: $WCP Added: $WCP $PEY.TO $TVE.TO Held: $EXE $NVA.TO $AR $RRC Decreased: $CVE $EQT $ARX.TO No longer in top 10: $MEG.TO Cash: 6.2% (was 8.9%) #COM #OOTT $NNRG https://t.co/mJ2TSyZ60U Ninepoint Energy Funds top ten holdings and changes as of"
X Link 2025-11-11T22:57Z [----] followers, 20.3K engagements
"Logan Energy's 3Q25 NBF: "Asset Portfolio Advancing" TD: "Q3 Largely In Line; Operational Hiccups Nip at Guidance" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT Logan Energy's 2Q25 TD: "STRONG Q2. NEW FACILITY UNLEASHES GROWTH" NBF: "Crushed It" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/EJWlTuHlw1 Logan Energy's 2Q25 TD: "STRONG Q2. NEW FACILITY UNLEASHES GROWTH" NBF: "Crushed It" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/EJWlTuHlw1"
X Link 2025-11-21T01:27Z [----] followers, [----] engagements
"Logan Energy's [----] Budget NBF: "Tactically Advancing" TD: "Strategy Unchanged; But Less Near-Term Growth" $LGN.V $LGN.TO $LGN #COM #OOTT Logan Energy's 3Q25 NBF: "Asset Portfolio Advancing" TD: "Q3 Largely In Line; Operational Hiccups Nip at Guidance" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/N2HJYyccDV Logan Energy's 3Q25 NBF: "Asset Portfolio Advancing" TD: "Q3 Largely In Line; Operational Hiccups Nip at Guidance" 1/3 🧵 $LGN.V $LGN.TO $LGN #COM #OOTT https://t.co/N2HJYyccDV"
X Link 2026-01-07T14:00Z [----] followers, [----] engagements
"@AssetTraveller @EnergyInvest0r would you believe me if i told you in the last [--] days $ARX insiders were net sellers of the stock"
X Link 2026-02-03T14:29Z [----] followers, [---] engagements
"Prairie Sky Royalty TD: "CANADA BEST IDEAS: RESILIENCY GROWTH TAILWINDS AT ATTRACTIVE ENTRY POINT" 1/2🧵 $PSK.TO $PSK #COM #OOTT Prairie Sky Royalty's [----] Investor Day NBF: "Deserves More Attention (PSK Investor Day)" $PSK.TO $PSK #COM #OOTT https://t.co/jgKjSNY37X Prairie Sky Royalty's [----] Investor Day NBF: "Deserves More Attention (PSK Investor Day)" $PSK.TO $PSK #COM #OOTT https://t.co/jgKjSNY37X"
X Link 2025-09-05T14:12Z [----] followers, [----] engagements
"InPlay Oil's 3Q25 NBF: "Asset Strength the Highlight" 1/2 #COM $IPO $IPO.TO InPlay Oil NBF: "The Cardium Play" - Initiating Coverage 1/6🧵 #COM $IPO $IPO.TO https://t.co/kSdifRThmk InPlay Oil NBF: "The Cardium Play" - Initiating Coverage 1/6🧵 #COM $IPO $IPO.TO https://t.co/kSdifRThmk"
X Link 2025-11-22T03:02Z [----] followers, [----] engagements
"Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE September [--] [----] Buying: $TOU $OBE $ARX.TO $CJ $AAV Selling: $SU $PEY.TO $VLE $CNQ $TAL #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) September [--] [----] Buying: $TOU $OBE $ARX.TO $CJ $AAV Selling: $SU $PEY.TO $VLE $CNQ $TAL August [--] [----] Buying: $TOU $OVE $AAV $CJ $KEC Selling: $VLE $CNQ $PEY.TO $TAL $SGY #COM #OOTT https://t.co/IlZNvzkTsq Ink Research Canadian EP Net Insider Buying &"
X Link 2025-12-04T03:37Z [----] followers, [----] engagements
"Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) December [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $TUK Selling: $TNZ $SU $PEY.TO $CNQ $BIR November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE #COM #OOTT Ink Research Canadian EP Net Insider Buying & Insider selling (last [--] days) November [--] [----] Buying: $TOU $OBE $ARX.TO $GFR $WCP Selling: $SU $PEY.TO $CNQ $BIR $CVE September [--] [----] Buying: $TOU $OBE $ARX.TO $CJ $AAV Selling: $SU $PEY.TO $VLE $CNQ $TAL #COM #OOTT https://t.co/rCTdslOCTp Ink Research Canadian EP Net Insider Buying"
X Link 2026-01-03T19:24Z [----] followers, [----] engagements
"Prairie Sky Royalty TD: "We've Done The Math: Spartan's Duvernay Could Be Worth $1.1B to PSK" $PSK.TO $PSK $SDE #COM #OOTT Prairie Sky Royalty TD: "CANADA BEST IDEAS: RESILIENCY GROWTH TAILWINDS AT ATTRACTIVE ENTRY POINT" 1/2🧵 $PSK.TO $PSK #COM #OOTT https://t.co/UeNo9LYfgM Prairie Sky Royalty TD: "CANADA BEST IDEAS: RESILIENCY GROWTH TAILWINDS AT ATTRACTIVE ENTRY POINT" 1/2🧵 $PSK.TO $PSK #COM #OOTT https://t.co/UeNo9LYfgM"
X Link 2026-01-07T16:00Z [----] followers, [----] engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for December [--] [----] New in top 10: $CVE Added: $EQT $TCW.TO $PSK.TO $CVE Held: $TOU.TO $TPZ Decreased: $ABXX $HWX.TO $TVE.TO $CES.TO Out of top 10: $RRC Cash: 1.3% (was 3%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for November [--] [----] New in top 10: $RRC Added: $TCW.TO $PSK.TO $TVE.TO $CES.TO $RRC Held: $TOU.TO Decreased: $ABXX $TPZ $HWX.TO $EQT Out of top 10: $ATH Cash: 3% (was -0.2%) #COM #OOTT https://t.co/4DzixhuJOQ Canoe Energy Fund - Top Ten Holdings and Changes for November [--] [----] New in top 10: $RRC Added: $TCW.TO"
X Link 2026-01-11T19:42Z [----] followers, [----] engagements
"Prairie Sky Royalty's 4Q25 NBF: "Solid Quarter + Modest Dividend Bump" $PSK.TO $PSK $SDE #COM #OOTT Prairie Sky Royalty TD: "We've Done The Math: Spartan's Duvernay Could Be Worth $1.1B to PSK" $PSK.TO $PSK $SDE #COM #OOTT https://t.co/k8vNGpb1T1 Prairie Sky Royalty TD: "We've Done The Math: Spartan's Duvernay Could Be Worth $1.1B to PSK" $PSK.TO $PSK $SDE #COM #OOTT https://t.co/k8vNGpb1T1"
X Link 2026-02-13T05:02Z [----] followers, [----] engagements
"Birchcliff Energy's 4Q25 NBF: "Q4 Generally In Line. F&D Costs Improve as Lrg. Neg. Tech Revisions Behind Them" TD: "Sound & Solid" 1/x #COM #OOTT $BIR.TO $BIR Birchcliff Energy's 3Q25 NBF: "Resilient & Stable Value; Deserves Re-Rate" TD: "Strong Operations; Testing Market Appetite for More Capex/Growth" 1/x #COM #OOTT $BIR.TO $BIR https://t.co/4oTyyT8r77 Birchcliff Energy's 3Q25 NBF: "Resilient & Stable Value; Deserves Re-Rate" TD: "Strong Operations; Testing Market Appetite for More Capex/Growth" 1/x #COM #OOTT $BIR.TO $BIR https://t.co/4oTyyT8r77"
X Link 2026-02-13T15:18Z [----] followers, [---] engagements
"@NuggetCapital @AncientSion How long did it take $bir to cut the div after the new CEO"
X Link 2026-02-14T18:23Z [----] followers, [--] engagements
"NB - Crescent Point Energy - Jul Report -Sees 180% 12-month total returns -Path to Shareholder Return Is Paved -Dividend Bump & Return of Capital Update $CPG #COM #OOTT"
X Link 2022-07-07T15:57Z [----] followers, [--] engagements
"Why own $meg when you can own $cve for less based on [----] EV/dacf $cve expected to begin 100% fcf shareholder returns in Q4 #oott #com"
X Link 2022-09-01T17:42Z [----] followers, [--] engagements
"Canadian Energy names with net insider buying/selling (last [--] days) Net buying: $PKI $WCP $TOU $CFW $CET $CJ $JOY $GXE $XOP $PXT $PSK Net selling: $CVE $CNQ $TAL $PEY $AAV $SGY $SU $AOI $NVA $KEL $PNE $PPL $SES $OVE $VET #COM #OOTT"
X Link 2022-09-01T20:11Z [----] followers, [--] engagements
"BNS on Tourmaline Oil -outperform target $106 recent catalysts include: --addition to TSX S/P [--] --premium natural gas pricing (JKM) --resumption of BC well authorizations (21 since Aug for $tou) #com #oott"
X Link 2022-09-06T13:56Z [----] followers, [--] engagements
"NBF on Vermilion Energy's Corrib Acquisition -little risks financial impact "virtually nil" -seller $EQNR's hedging now worth more than acq price little risk of them backing out of deal -recent $VET.TO lagging share price a eurogas buying opportunity #COM #OOTT"
X Link 2022-09-12T14:31Z [----] followers, [--] engagements
"NBF - Oil Gas & Consumable Fuels "Q3/22 Preview: I Wanna R.O.C" -remain constructive on medium & long-term OPEC+'s cut could exacerbate a undersupplied market. -endorse taking opportunity in volatile environment to purchase E&P equities (quality beta) #COM #OOTT #EFT"
X Link 2022-10-20T15:24Z [----] followers, [--] engagements
"The rerating is happening slowly. In Oct [----] WTI hit $84 for the first time since [----]. Today WTI is back to $84. Look how far Canadian energy stocks have come in that time $ERF is the first to hit new 52wk highs and all are significantly above 1yr ago #COM #OOTT"
X Link 2022-10-25T01:44Z [----] followers, [--] engagements
"Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes New to top 10: $CNQ Still in top 10: $CVE $NVA $ATH $MEG $TVE $BTE $HWX $FANG $ERF No longer in top 10: $ARX.TO #COM #OOTT #EFT $NNRG Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes -Added: $CVE (+180%) $NVA $ATH -Decreased: nothing (in top 10) -Held: $MEG $TVE $BTE $HWX $FANG $ARX.TO $ERF -New in top 10: $CVE -No longer in top 10: $CPG #COM #OOTT #EFT $NNRG https://t.co/4NXWYcG80y Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes -Added: $CVE (+180%) $NVA $ATH -Decreased: nothing (in"
X Link 2022-11-08T19:48Z [----] followers, [--] engagements
"Canoe Energy Fund - Top [--] holdings for Oct [--] [----] New to top [--] added: $WCP.TO (+24%) Added: $MEG (18%) $CVE $HWX $TCW.TO Held: none Decreased: $CNQ $SES.TO $PSK $POU $ARX.TO Out of top 10: $TOU #COM #OOTT #EFT Canoe Energy Fund - Top [--] holdings for Sept [--] [----] Added: $MEG (+56%) $CNQ $CVE $HWX $PSK Decreased: $TOU $SES.TO (-20%) $TCW.TO Held: $POU New in top 10: $MEG Out of top 10: $VET.TO #COM #OOTT #EFT https://t.co/hH55uMgZ3C Canoe Energy Fund - Top [--] holdings for Sept [--] [----] Added: $MEG (+56%) $CNQ $CVE $HWX $PSK Decreased: $TOU $SES.TO (-20%) $TCW.TO Held: $POU New in top 10: $MEG"
X Link 2022-11-09T06:22Z [----] followers, [--] engagements
"NBF BNS TD and DJ on Vermilion Energy's Q3 -results consistent w/ expectations [-----] EU windfall tax estimated at $250-$350M ---while impact being assessed NCIB suspended -expecting Corrib acq to close Q1/23 on admin delays #COM #OOTT $VET.TO $VET TD on Vermilion Energy - EU "Solidarity payment" -mostly as expected: Baseline =120% trailing-4-yr avg taxable profit (trailing-3-yr prior) -countries maintain autonomy w/ rate -Nat gas cap unlikely -impact of $379mm '22/$532mm '23 -'23 FCF yield 57%-38% #COM #OOTT $VET.TO #EFT https://t.co/VhAbsIFn7f TD on Vermilion Energy - EU "Solidarity payment""
X Link 2022-11-10T15:20Z [----] followers, [--] engagements
"TD on Peyto Exploration's Q3 -Q3 Production Pre-Released CFPS Generally as Expected: Peyto reported Q3 -CFPS of $1.11 below consensus ($1.18) on lower net realized pricing -sees dividend bump sustainability risk #COM #OOTT $PEY $PEY.TO BNS & DJ on Peyto Exploration's Q3 -AFF & FCF above exp on lower-than-exp cash costs [-----] & [----] budget & guidance updates will likely bring Street estimates slightly down -120% div bump = 11c/m = $1.32/yr = 40% of FCF on strip = 10.7% yield #COM #OOTT $PEY $PEY.TO https://t.co/CsPCppjTdX BNS & DJ on Peyto Exploration's Q3 -AFF & FCF above exp on"
X Link 2022-11-10T18:03Z [----] followers, [--] engagements
"Last year Henry Hub Natural Gas peaked $5.51 in Oct before dropping to $5.05 in Nov and $3.76 in Dec. We're now over $7 and a 100+ BCF draw is expected"
X Link 2022-11-30T02:27Z [----] followers, [--] engagements
"Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes Looks like they only got around to updating the top [--] New to top 10: $VET.TO $WCP Still in top 10: $ATH $CVE $BTE $ERF $HWX $MEG $NVA $TVE No longer in top 10: $CNQ $FANG #COM #OOTT #EFT $NNRG Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes New to top 10: $CNQ Still in top 10: $CVE $NVA $ATH $MEG $TVE $BTE $HWX $FANG $ERF No longer in top 10: $ARX.TO #COM #OOTT #EFT $NNRG https://t.co/GO92Q200vg Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes New to top 10: $CNQ Still in top 10: $CVE"
X Link 2022-12-08T02:25Z [----] followers, [--] engagements
"Ninepoint Energy Fund - December [----] - Top Ten Holdings [--] $TVE (1 last week) [--] $ERF (3) [--] $MEG (4) [--] $BTE (2) [--] $NVA (5) [--] $WCP (10) [--] $CVE (8) [--] $VET.TO (9) [--] $ATH (6) [--] $HWX (7) $NNRG #COM #OOTT Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes Looks like they only got around to updating the top [--] New to top 10: $VET.TO $WCP Still in top 10: $ATH $CVE $BTE $ERF $HWX $MEG $NVA $TVE No longer in top 10: $CNQ $FANG #COM #OOTT #EFT $NNRG https://t.co/JVuoUezlsw Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes Looks like they only got around to updating"
X Link 2023-01-10T04:55Z [----] followers, 16K engagements
"Ninepoint Energy Fund - December [----] - Top Ten Holdings and Changes New to top 10: none Added: $VET.TO (+33%) $WCP (+25%) $CVE (20%) $TVE $ATH Held: $ERF $MEG $BTE $NVA $HWX Decreased: NONE No longer in top 10: none #COM #OOTT #EFT $NNRG Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes New to top 10: $VET.TO $WCP (+100%) Added: $ERF (+60%) $BTE $ATH Held: $NVA $HWX Decreased: $CVE (-35%) $MEG $TVE No longer in top 10: $FANG $CNQ #COM #OOTT #EFT $NNRG https://t.co/jmrZKadhBc Ninepoint Energy Fund - November [----] - Top Ten Holdings and Changes New to top 10: $VET.TO $WCP"
X Link 2023-01-10T05:12Z [----] followers, 52K engagements
"NBF - Oil Gas & Consumable Fuels Report - Megathread "2023 Outlook: Down But Not Out" Top [----] ideas Oil $CVE $ERF $HWX $TVE $WCP Gas $AAV $ARX $BIR $TOU Themes -Capex increase Y/Y -Cash returns to rise -M&A for inventory -Historically discounted multiples 1/x #COM #OOTT NBF - Oil Gas & Consumable Fuels "Q3/22 Preview: I Wanna R.O.C" -remain constructive on medium & long-term OPEC+'s cut could exacerbate a undersupplied market. -endorse taking opportunity in volatile environment to purchase E&P equities (quality beta) #COM #OOTT #EFT https://t.co/0avnr2SBh7 NBF - Oil Gas & Consumable Fuels"
X Link 2023-01-12T03:04Z [----] followers, 23.9K engagements
"Peyto Exploration's next monthly dividend will be 11c and $1.32/year or a 9.8% yield. I've seen comparisons to $GXE.TO & $CJ.TO div concerns on sustainability and concerns due to recent AECO/HH price drop. This report from TD shows it is sustainable. 1/x #COM #OOTT $PEY $PEY.TO TD on Peyto Exploration's Q3 -Q3 Production Pre-Released CFPS Generally as Expected: Peyto reported Q3 -CFPS of $1.11 below consensus ($1.18) on lower net realized pricing -sees dividend bump sustainability risk #COM #OOTT $PEY $PEY.TO https://t.co/Z81cY2hZcd TD on Peyto Exploration's Q3 -Q3 Production Pre-Released"
X Link 2023-01-15T05:23Z [----] followers, 16K engagements
"What $TOU's Mike Rose and Petronas Canada CEO has to say about BRFN resolution #COM #OOTT https://t.co/5BuDqfBdPX #COM #OOTT https://t.co/5BuDqfBdPX #COM #OOTT"
X Link 2023-01-18T22:57Z [----] followers, [----] engagements
"TD NBF and DJ on Blueberry River First Nation and BC Gov Resolution -Focus on Future Land Disturbance (not prod/activity) -Some Land Sterilization but Largely Outside of Montney Fairway -Development to Resume Expeditiously -Collaboration and Relationships Key #COM #OOTT 1/3 https://t.co/5BuDqfBdPX #COM #OOTT https://t.co/5BuDqfBdPX #COM #OOTT"
X Link 2023-01-19T14:59Z [----] followers, [----] engagements
"Ninepoint Energy Fund - January [----] - Top Ten Holdings and Changes New to top 10: $CHRD $LOU $CNQ Held: $CVE $ATH $ERF $MEG $BTE $NVA $HWX No longer in top 10: $VET.TO $WCP $TVE #COM #OOTT Ninepoint Energy Fund - December [----] - Top Ten Holdings and Changes New to top 10: none Added: $VET.TO (+33%) $WCP (+25%) $CVE (20%) $TVE $ATH Held: $ERF $MEG $BTE $NVA $HWX Decreased: NONE No longer in top 10: none #COM #OOTT #EFT $NNRG https://t.co/EqNaWNXyJF Ninepoint Energy Fund - December [----] - Top Ten Holdings and Changes New to top 10: none Added: $VET.TO (+33%) $WCP (+25%) $CVE (20%) $TVE $ATH"
X Link 2023-02-06T21:29Z [----] followers, 47.5K engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for January [----] New in top 10: $BKR (+25% was already in fund) Added: $MEG (+21%) $SES.TO $PSK $POU Held: $HAL Decreased: $TOU (-21%) $HWX (-10%) $CNQ Out of top 10: $TCW.TO $CVE #COM #OOTT Canoe Energy Fund - Top [--] holdings and changes for December [----] https://t.co/droTMBPQWV Canoe Energy Fund - Top [--] holdings and changes for December [----] https://t.co/droTMBPQWV"
X Link 2023-02-09T14:52Z [----] followers, 18.5K engagements
"Ninepoint Energy Fund - February [----] - Top Ten Holdings and Changes New to top 10: none Added: $CHRD (+14%) $CVE $NVA Held: $MEG $BTE $HWX $ATH $WCP $TVE Decreased: $ERF (-25%) No longer in top 10: none #COM #OOTT $NNRG Ninepoint Energy Fund - January [----] - Top Ten Holdings and Changes New to top 10: $CHRD (was already in fund) Added: $WCP $TVE Held: $MEG $ERF $BTE $NVA $HWX $ATH Decreased: $CVE No longer in top 10: $VET.TO #COM #OOTT $NNRG https://t.co/QenuodVLy4 Ninepoint Energy Fund - January [----] - Top Ten Holdings and Changes New to top 10: $CHRD (was already in fund) Added: $WCP $TVE"
X Link 2023-03-09T06:30Z [----] followers, 41.2K engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for February [----] New in top 10: $SU (+57%) $WCP Added: $POU (+38%) $TCW.TO $HWX $SES.TO Held: $BKR $TOU Decreased: $MEG (-12%) $PSK Out of top 10: $HAL $CNQ #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for January [----] New in top 10: $BKR (+25% was already in fund) Added: $MEG (+21%) $SES.TO $PSK $POU Held: $HAL Decreased: $TOU (-21%) $HWX (-10%) $CNQ Out of top 10: $TCW.TO $CVE #COM #OOTT https://t.co/KeEiSIteK8 Canoe Energy Fund - Top Ten Holdings and Changes for January [----] New in top 10: $BKR (+25% was already in fund)"
X Link 2023-03-09T06:45Z [----] followers, 19.4K engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for March [----] New in top 10: $ARX.TO (new position) $CNQ (+50%) Added: $POU $WCP Held: $TCW.TO $TOU Decreased: $SES.TO (-14%) $PSK (-12%) $MEG (-10%) $HWX Out of top 10: $SU $BKR #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for February [----] New in top 10: $SU (+57%) $WCP Added: $POU (+38%) $TCW.TO $HWX $SES.TO Held: $BKR $TOU Decreased: $MEG (-12%) $PSK Out of top 10: $HAL $CNQ #COM #OOTT https://t.co/Ag6I3pOVFt Canoe Energy Fund - Top Ten Holdings and Changes for February [----] New in top 10: $SU (+57%) $WCP Added: $POU (+38%)"
X Link 2023-04-11T05:42Z [----] followers, 22.3K engagements
"DJ on Baker Hughes Rig Count for Apr [--] [----] "US still bleeding rigs (but in all the wrong places)" #COM #OOTT DJ on Baker Hughes Rig Count for Apr [--] [----] 1/2 #COM #OOTT https://t.co/OfDzXREL0S DJ on Baker Hughes Rig Count for Apr [--] [----] 1/2 #COM #OOTT https://t.co/OfDzXREL0S"
X Link 2023-04-15T05:30Z [----] followers, 21.6K engagements
"NBF on Vermilion Energy's 1Q23 "Healthy Hedge Program" -in line -anticipates returning 25-30% of FCF to shareholders in [----] [-----] capex and production guidance remain unchanged at $570 million and 82-86 mboe/d $VET.TO #COM #OOTT TD and DJ on Vermilion Energy's 1Q23 "VET still can-do without Wandoo; Mica assets step up to the plate" -Production beat helps offset cost escalation -Whats new on the home front -And overseas.I $VET.TO #COM #OOTT https://t.co/3JmEwwxe0Y TD and DJ on Vermilion Energy's 1Q23 "VET still can-do without Wandoo; Mica assets step up to the plate" -Production beat helps"
X Link 2023-05-06T00:48Z [----] followers, [----] engagements
"Ninepoint Energy Fund - April [----] - Top Ten Holdings and Changes: New to top 10: none Added: $SU (+15%) $TVE Held: $MEG $BTE $CVE $WCP $CHRD Decreased: $HWX (-20%) $ATH (-15%) $NVA (-13%) No longer in top 10: none #COM #OOTT $NNRG Ninepoint Energy Fund - March [----] - Top Ten Holdings and Changes New to top 10: $SU (+500%) Added: $CVE (+33%) $BTE (+27%) $CHRD (+13%) $TVE Held: $HWX $MEG $WCP Decreased: $ATH $NVA No longer in top 10: $ERF #COM #OOTT $NNRG https://t.co/polJh83mpX Ninepoint Energy Fund - March [----] - Top Ten Holdings and Changes New to top 10: $SU (+500%) Added: $CVE (+33%) $BTE"
X Link 2023-05-06T14:28Z [----] followers, 40.4K engagements
"DJ on Baker Hughes Rig Count for May [--] [----] "Bye bye Miss American Piethis will be the day that US shale growth dies" 1/2 #COM #OOTT DJ on Baker Hughes Rig Count for Apr [--] [----] "US still bleeding rigs (but in all the wrong places)" #COM #OOTT https://t.co/yByFE6QXjw DJ on Baker Hughes Rig Count for Apr [--] [----] "US still bleeding rigs (but in all the wrong places)" #COM #OOTT https://t.co/yByFE6QXjw"
X Link 2023-05-20T02:00Z [----] followers, 22.1K engagements
"Ninepoint Energy Fund - May [----] - Top Ten Holdings and Changes: New to top 10: $CNQ (+250%) Added: $TVE $BTE $ATH (+15%) $HWX Held: $MEG $CHRD $CVE $WCP Decreased: $NVA (-28%) No longer in top 10: $SU #COM #OOTT $NNRG Ninepoint Energy Fund - April [----] - Top Ten Holdings and Changes: New to top 10: none Added: $SU (+15%) $TVE Held: $MEG $BTE $CVE $WCP $CHRD Decreased: $HWX (-20%) $ATH (-15%) $NVA (-13%) No longer in top 10: none #COM #OOTT $NNRG https://t.co/k36WaFcaEC Ninepoint Energy Fund - April [----] - Top Ten Holdings and Changes: New to top 10: none Added: $SU (+15%) $TVE Held: $MEG"
X Link 2023-06-08T14:14Z [----] followers, 38.6K engagements
"NBF on Cenovus Energy "A Tale of Two Halves; Momentum Is Mounting" $CVE.TO #OOTT #COM DJ - Petroleum Status Report for June [--] [----] Youre gonna need a bigger boatUS crude inventories advance amid sluggish exports 1/2 #COM #OOTT https://t.co/vmOpsRhl0F DJ - Petroleum Status Report for June [--] [----] Youre gonna need a bigger boatUS crude inventories advance amid sluggish exports 1/2 #COM #OOTT https://t.co/vmOpsRhl0F"
X Link 2023-06-15T13:41Z [----] followers, 10.6K engagements
"Ninepoint Energy Fund - June [----] - Top Ten Holdings and Changes: New to top 10: none Added: $BTE.TO $ATH.TO $WCP.TO Held: $MEG.TO $CVE.TO $TVE.TO $HWX.TO $CNQ.TO Decreased: $CHRD.TO (-28%) $NVA.TO (-18%) No longer in top 10: none #COM #OOTT $NNRG Ninepoint Energy Fund - May [----] - Top Ten Holdings and Changes: New to top 10: $CNQ (+250%) Added: $TVE $BTE $ATH (+15%) $HWX Held: $MEG $CHRD $CVE $WCP Decreased: $NVA (-28%) No longer in top 10: $SU #COM #OOTT $NNRG https://t.co/ZB0V70jVTf Ninepoint Energy Fund - May [----] - Top Ten Holdings and Changes: New to top 10: $CNQ (+250%) Added: $TVE"
X Link 2023-07-12T07:33Z [----] followers, 22K engagements
"NBF on Tamarack Valley Energy's 2Q23 "Magnification of Value Coming" #COM #OOTT $TVE.TO DJ on Tamarack Valley Energy's 2Q23 "2Q23 first takecontinues delevering balance sheet through C$39.5m infrastructure and GORR disposition" #COM #OOTT $TVE.TO https://t.co/MINGNy65Mq DJ on Tamarack Valley Energy's 2Q23 "2Q23 first takecontinues delevering balance sheet through C$39.5m infrastructure and GORR disposition" #COM #OOTT $TVE.TO https://t.co/MINGNy65Mq"
X Link 2023-07-29T09:18Z [----] followers, 14.5K engagements
"Ninepoint Energy Fund - July [----] - Top Ten Holdings and Changes: New to top 10: $CPG.TO (+142%) $SGY.TO Added: $WCP.TO Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $CNQ.TO Decreased: $ATH.TO $HWX.TO No longer in top 10: $NVA.TO $CHRD #COM #OOTT $NNRG Ninepoint Energy Fund - June [----] - Top Ten Holdings and Changes: New to top 10: none Added: $BTE.TO $ATH.TO $WCP.TO Held: $MEG.TO $CVE.TO $TVE.TO $HWX.TO $CNQ.TO Decreased: $CHRD.TO (-28%) $NVA.TO (-18%) No longer in top 10: none #COM #OOTT $NNRG https://t.co/WHd9FxUrzv Ninepoint Energy Fund - June [----] - Top Ten Holdings and Changes: New to top 10:"
X Link 2023-08-08T16:30Z [----] followers, 25.9K engagements
"Ninepoint Energy Fund - August [----] - Top Ten Holdings and Changes: New to top 10: $SU.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $SGY.TO Decreased: $ATH.TO $WCP.TO $CPG.TO $CNQ.TO No longer in top 10: $HWX.TO #COM #OOTT $NNRG Ninepoint Energy Fund - July [----] - Top Ten Holdings and Changes: New to top 10: $CPG.TO (+142%) $SGY.TO Added: $WCP.TO Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $CNQ.TO Decreased: $ATH.TO $HWX.TO No longer in top 10: $NVA.TO $CHRD #COM #OOTT $NNRG https://t.co/XoaNS93wMV Ninepoint Energy Fund - July [----] - Top Ten Holdings and Changes: New to top"
X Link 2023-09-12T13:35Z [----] followers, 18.8K engagements
"Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes: New to top 10: $ERF.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $ATH.TO $TVE.TO $CPG.TO $SGY.TO Decreased: $SU.TO $WCP.TO No longer in top 10: $CNQ.TO #COM #OOTT $NNRG Ninepoint Energy Fund - August [----] - Top Ten Holdings and Changes: New to top 10: $SU.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $TVE.TO $SGY.TO Decreased: $ATH.TO $WCP.TO $CPG.TO $CNQ.TO No longer in top 10: $HWX.TO #COM #OOTT $NNRG https://t.co/l0YmLSaY7g Ninepoint Energy Fund - August [----] - Top Ten Holdings and Changes:"
X Link 2023-10-10T14:45Z [----] followers, 17.6K engagements
"NBF - Oil Gas & Consumable Fuels "3Q23 Preview: Reporting Themes & Estimates" "Given the relative outperformance of crude over the quarter and the strength in pricing along the forward curve our bias remains oil-weighted $CPG $CVE $ERF $HWX $TVE and $WCP " #COM #OOTT 1/x NBF - Oil Gas & Consumable Fuels MEGA Report (26 pages) "No Longer the Marginal Barrel; WCS Checks All the Boxes" $IMO $CVE $CNQ $SU $HWX $MEG $TVE $BTE #COM #OOTT 1/5 https://t.co/e4qMWTnoCP NBF - Oil Gas & Consumable Fuels MEGA Report (26 pages) "No Longer the Marginal Barrel; WCS Checks All the Boxes" $IMO $CVE $CNQ $SU"
X Link 2023-10-24T14:38Z [----] followers, 12.5K engagements
"TD on Baytex Energy's 3Q23 "Q3/23 Conference Call Highlights" #COM #OOTT $BTE.TO #BTE NBF on Baytex Energy's 2Q23 "Baytex-Watch" #COM #OOTT $BTE.TO https://t.co/WlhrTwxvIu NBF on Baytex Energy's 2Q23 "Baytex-Watch" #COM #OOTT $BTE.TO https://t.co/WlhrTwxvIu"
X Link 2023-11-03T18:58Z [----] followers, 10.1K engagements
"NBF on Baytex Energy's 3Q23 "Textbook Portfolio; Upgrading to Outperform" Target raised to $9.25 from $8.5 and upgraded to Outperform from Hold #COM #OOTT $BTE.TO #BTE TD on Baytex Energy's 3Q23 "Q3/23 Conference Call Highlights" #COM #OOTT $BTE.TO #BTE https://t.co/6wfixtveAb TD on Baytex Energy's 3Q23 "Q3/23 Conference Call Highlights" #COM #OOTT $BTE.TO #BTE https://t.co/6wfixtveAb"
X Link 2023-11-04T02:32Z [----] followers, 15.2K engagements
"Ninepoint Energy Fund - October [----] - Top Ten Holdings and Changes: New to top 10: $CNQ.TO (+20%) Added: $TVE.TO $CPG.TO Held: $MEG.TO $BTE.TO $CVE.TO $ERF.TO $SGY.TO Decreased: $ATH.TO No longer in top 10: $SU.TO #COM #OOTT $NNRG http://WCP.TO Ninepoint Energy Fund - September [----] - Top Ten Holdings and Changes: New to top 10: $ERF.TO (new position) Added: none Held: $MEG.TO $BTE.TO $CVE.TO $ATH.TO $TVE.TO $CPG.TO $SGY.TO Decreased: $SU.TO $WCP.TO No longer in top 10: $CNQ.TO #COM #OOTT $NNRG https://t.co/HYMMXxenln http://WCP.TO Ninepoint Energy Fund - September [----] - Top Ten Holdings"
X Link 2023-11-09T16:05Z [----] followers, 18K engagements
"NBF on Crescent Point Energy's $HHRS Acquisition "Hammer Time" #COM #OOTT $CPG.TO $CPG 1/2 TD on Crescent Point Energy's $HHRS Acquisition "Resuming Coverage Post Hammerhead Transaction and Financing" #COM #OOTT $CPG.TO $CPG https://t.co/4zqIfaJaHL TD on Crescent Point Energy's $HHRS Acquisition "Resuming Coverage Post Hammerhead Transaction and Financing" #COM #OOTT $CPG.TO $CPG https://t.co/4zqIfaJaHL"
X Link 2023-11-16T22:12Z [----] followers, 11.6K engagements
"DJ "Are we there yet3Q23 review" 1/2 🧵 Best ideas: $CVE integrated oil $ARX.TO natural gas $ERF mid oil none (was $AAV) smid gas none: condy/wet gas $TVE small oil $TPZ royalty #OOTT #COM DJ "Time for some M & eh in the Great White North No doot aboot it3Q23 preview" 1/x 🧵 Best ideas: $CVE integrated oil $ARX.TO large gas $ERF (was $CPG) mid oil $AAV smid gas none: condy/wet gas $TVE small oil $TPZ (was $FRU) royalty #OOTT #COM https://t.co/7H3fgYMwlk DJ "Time for some M & eh in the Great White North No doot aboot it3Q23 preview" 1/x 🧵 Best ideas: $CVE integrated oil $ARX.TO large gas $ERF"
X Link 2023-11-21T22:11Z [----] followers, 17.9K engagements
"TD on Baytex Energy "$154mm Non-Core Viking Sale to Further Deleverage Balance Sheet" #COM #OOTT $BTE.TO #BTE TD on Baytex Energy "Tax Reassessment Confirmed; $416mm Pot. Owing But Years Out" #COM #OOTT $BTE.TO #BTE https://t.co/sDpieLQyIJ TD on Baytex Energy "Tax Reassessment Confirmed; $416mm Pot. Owing But Years Out" #COM #OOTT $BTE.TO #BTE https://t.co/sDpieLQyIJ"
X Link 2023-11-27T23:53Z [----] followers, 11.7K engagements
"DJ "2024 outlook: Fortis et Liberpreparing to unleash Canadian oil & gas on the world" 1/x 🧵 Top Picks for 2024: $ARX.TO & $CVE Honourable Mentions: $CNQ $ERF $TVE $AAV $TOU $FRU $TPZ 💎🤲 #OOTT #COM DJ "Are we there yet3Q23 review" 1/2 🧵 Best ideas: $CVE integrated oil $ARX.TO natural gas $ERF mid oil none (was $AAV) smid gas none: condy/wet gas $TVE small oil $TPZ royalty #OOTT #COM https://t.co/4X5ZwfrwIy DJ "Are we there yet3Q23 review" 1/2 🧵 Best ideas: $CVE integrated oil $ARX.TO natural gas $ERF mid oil none (was $AAV) smid gas none: condy/wet gas $TVE small oil $TPZ royalty #OOTT"
X Link 2023-12-09T23:45Z [----] followers, 21.3K engagements
"NBF and DJ on Cenovus Energy's [----] Budget "2024 Budget First Look" NBF "Next year all our troubles will be out of sightCVEs future is merry and bright" DJ target dropped to $34 from $34.5 #COM #OOTT $CVE.TO $CVE DJ and TD on Cenovus Energy's [----] Budget "2024 guidance first takecapex in line with softer-than-expected upstream and downstream production" DJ "No Meaningful Surprises in [----] Budget Release" TD #COM #OOTT $CVE.TO $CVE https://t.co/3buglRJBe8 DJ and TD on Cenovus Energy's [----] Budget "2024 guidance first takecapex in line with softer-than-expected upstream and downstream"
X Link 2023-12-15T15:58Z [----] followers, 12K engagements
"NBF - Oil Gas & Consumable Fuels "Accelerating Towards LNG; How Off-Take Could Impact the Western Canadian Economy" ".favoured BC exposed upstream operators $TOU $ARX.TO $CR $KEL & $LGN plus best aligned OFS participants $TCW $PD $CEU $EFX $PSI " #COM #OOTT 1/10 🧵 NBF - Oil Gas & Consumable Fuels "3Q23 Preview: Reporting Themes & Estimates" "Given the relative outperformance of crude over the quarter and the strength in pricing along the forward curve our bias remains oil-weighted $CPG $CVE $ERF $HWX $TVE and $WCP " #COM #OOTT 1/x https://t.co/tKSXVZKqOI NBF - Oil Gas & Consumable Fuels"
X Link 2023-12-19T04:26Z [----] followers, 13.1K engagements
"@NavalInstitute that plunge pool doesn't look appetizing"
X Link 2024-02-05T02:13Z [----] followers, [----] engagements
"Ninepoint Energy Fund - Top Ten Holdings and Changes for January [--] 2024: New to top 10: $TOU (+100%) Added: none Held: $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $MEG.TO $TVE.TO Decreased: $ATH.TO (-23%) $CVE.TO (-13%) No longer in top 10: $HWX #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for December [--] 2023: New to top 10: $ARX.TO (+200%) Added: none Held: $BTE.TO $CVE.TO $PD.TO $HWX $ATH.TO $CPG.TO $WCP.TO Decreased: $MEG.TO (-10%) $TVE.TO No longer in top 10: $ERF.TO #COM #OOTT $NNRG $NNRG.TO https://t.co/F9TRSOH9Z5 Ninepoint Energy Fund - Top Ten Holdings"
X Link 2024-02-09T05:58Z [----] followers, 40.1K engagements
"Side-by-side comparison of Whitecap Resources' Nov [----] and Feb [----] (4Q23) Corporate Presentations -net debt up $100m ( $BTE Viking acq) -EV up $100m 1/17🧵 #COM #OOTT $WCP $WCP.TO Side-by-side comparison of Gear Energy's Nov [----] and Feb [----] Corporate Presentations -Debt up 6% -FFO/boe down (commodity pricing) -management estimated drilling locations up 33% from [---] to [---] 1/12 🧵 #COM #OOTT $GXE $GXE.TO https://t.co/P8o5GAMEZc Side-by-side comparison of Gear Energy's Nov [----] and Feb [----] Corporate Presentations -Debt up 6% -FFO/boe down (commodity pricing) -management estimated drilling"
X Link 2024-03-04T05:21Z [----] followers, 21K engagements
"Ninepoint Energy Fund - Top Ten Holdings and Changes for March [--] [----] New to top 10: $POU Added: $POU (+39%) Held: $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $TOU Decreased: $MEG.TO (-61%) $TVE.TO No longer in top 10: $ATH.TO #COM #OOTT $NNRG $NNRG.TO http://CVE.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for February [--] 2024: New to top 10: none Added: none Held: $CVE.TO $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $MEG.TO $TVE.TO $TOU Decreased: $ATH.TO (-54%) No longer in top 10: none #COM #OOTT $NNRG $NNRG.TO https://t.co/l07U4MSoPa http://CVE.TO Ninepoint Energy Fund - Top Ten"
X Link 2024-04-09T14:18Z [----] followers, 18.5K engagements
"Ninepoint Energy Fund - Top Ten Holdings and Changes for April [--] [----] New to top 10: $HWX.TO Added: $POU (+30%) Held: $PD.TO $ARX.TO $TOU $HWX Decreased: $BTE.TO $CPG.TO (-21%) $TVE.TO $CVE.TO (-27%) $MEG.TO No longer in top 10: $WCP.TO #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for March [--] [----] New to top 10: $POU Added: $POU (+39%) Held: $BTE.TO $PD.TO $CPG.TO $WCP.TO $ARX.TO $TOU Decreased: $MEG.TO (-61%) $TVE.TO https://t.co/OgW9SFnycL No longer in top 10: $ATH.TO #COM #OOTT $NNRG $NNRG.TO https://t.co/hivj2Uj270 Ninepoint Energy Fund - Top Ten"
X Link 2024-05-09T14:13Z [----] followers, 21.6K engagements
"Ninepoint Energy Fund - Top Ten Holdings and Changes for May [--] [----] New to top 10: none Added: $CVE.TO (+63%) $HWX (+87%) Held: $BTE.TO $VRN $PD.TO $ARX.TO $TOU $POU $TVE.TO $MEG.TO Decreased: none No longer in top 10: none Cash 6.2% #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for April [--] [----] New to top 10: $HWX.TO Added: $POU (+30%) Held: $PD.TO $ARX.TO $TOU $HWX Decreased: $BTE.TO $CPG.TO (-21%) $TVE.TO $CVE.TO (-27%) $MEG.TO No longer in top 10: $WCP.TO #COM #OOTT $NNRG $NNRG.TO https://t.co/2eFsIbu7BV Ninepoint Energy Fund - Top Ten Holdings and"
X Link 2024-06-09T14:55Z [----] followers, 32K engagements
"Ninepoint Energy Fund - Top Ten Holdings and Changes for July [--] [----] New to top 10: $PTEN Added: $VRN $ARX.TO $PTEN Held: $CNQ $CVE.TO $TVE.TO $MEG.TO $HWX Decreased: $BTE.TO $PD.TO No longer in top 10: $NVA Cash 4% #COM #OOTT $NNRG $NNRG.TO Ninepoint Energy Fund - Top Ten Holdings and Changes for June [--] [----] New to top 10: $CNQ $NVA Added: $MEG.TO $NVA Held: $BTE.TO $VRN $PD.TO $ARX.TO $CVE.TO $HWX $TVE.TO Decreased: none No longer in top 10: $TOU $POU Cash 2.4% #COM #OOTT $NNRG $NNRG.TO https://t.co/EHYqXZ3Fjj Ninepoint Energy Fund - Top Ten Holdings and Changes for June [--] [----] New to"
X Link 2024-08-09T06:07Z [----] followers, 17K engagements
"Ninepoint Energy Funds top ten holdings and changes as of August [--] 2024: New to top 10: $NVA.TO Added: $NVA.TO (+40%) $CNQ $VRN Held: $CVE.TO $TVE.TO $ARX.TO $MEG.TO $HWX Decreased: $BTE.TO $PD.TO No longer in top 10: $PTEN Cash: 3.10% #COM #OOTT Ninepoint Energy Fund - Top Ten Holdings and Changes for July [--] [----] New to top 10: $PTEN Added: $VRN $ARX.TO $PTEN Held: $CNQ $CVE.TO $TVE.TO $MEG.TO $HWX Decreased: $BTE.TO $PD.TO No longer in top 10: $NVA Cash 4% #COM #OOTT $NNRG $NNRG.TO https://t.co/cf4okSZ58R Ninepoint Energy Fund - Top Ten Holdings and Changes for July [--] [----] New to top 10:"
X Link 2024-09-12T01:21Z [----] followers, 13.5K engagements
"Whitecap Resources 3Q24 NBF: "Liquids Strength Drives Guidance Increase" DJ: "Eyes on the prize in 25WCP delivers another operational beat and no surprises from [----] guidance" TD: "BEAT AND RAISE" A REOCCURRING QUARTERLY TREND FOR WCP $WCP.TO $WCP #COM #OOTT NBF on Whitecap Resources "Operational & Corporate Update" $WCP.TO $WCP #COM #OOTT https://t.co/Jlls8SfsYi NBF on Whitecap Resources "Operational & Corporate Update" $WCP.TO $WCP #COM #OOTT https://t.co/Jlls8SfsYi"
X Link 2024-10-25T02:51Z [----] followers, [----] engagements
"DJ "The Good the Bad and the Ugly3Q24 review" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) none (mid oil was $VRN) $AAV (smid NG) $HWX (sm oil) $SDE (special situation) none (royalty) 1/3🧵#OOTT #COM DJ "Hold on to your broomsticks3Q24 preview" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) $VRN (Mid oil) $NVA (Smid NG was $AAV) $HWX (sm oil) none (special situation was $VET.TO) none (royalty was $TPZ) 1/3🧵#OOTT #COM https://t.co/YlyvVm6psX DJ "Hold on to your broomsticks3Q24 preview" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) $VRN (Mid oil) $NVA"
X Link 2024-11-27T05:02Z [----] followers, 13.1K engagements
"DJ "2025 outlookYou aint seen nothing yet" Top picks: $ARX.TO $CVE Honourable mentions: $CNQ $SU $TOU $AAV $SDE 1/5 🧵#OOTT #COM DJ "The Good the Bad and the Ugly3Q24 review" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) none (mid oil was $VRN) $AAV (smid NG) $HWX (sm oil) $SDE (special situation) none (royalty) 1/3🧵#OOTT #COM https://t.co/AGOyKj3wTy DJ "The Good the Bad and the Ugly3Q24 review" Top picks: $CVE (lg oil) $TOU (lg NG) $ARX.TO (lg wet gas) none (mid oil was $VRN) $AAV (smid NG) $HWX (sm oil) $SDE (special situation) none (royalty) 1/3🧵#OOTT #COM"
X Link 2024-12-13T23:39Z [----] followers, 20K engagements
"Whitecap Resources DJ: "Christmas comes earlyWCP unwraps another strong quarterly performance" TD: "WCP UPDATE SHOWS ROBUST Q4 PRODUCTION BEAT" $WCP.TO $WCP #COM #OOTT Whitecap Resources 3Q24 NBF: "Liquids Strength Drives Guidance Increase" DJ: "Eyes on the prize in 25WCP delivers another operational beat and no surprises from [----] guidance" TD: "BEAT AND RAISE" A REOCCURRING QUARTERLY TREND FOR WCP $WCP.TO $WCP #COM #OOTT https://t.co/lLwCTkzh5O Whitecap Resources 3Q24 NBF: "Liquids Strength Drives Guidance Increase" DJ: "Eyes on the prize in 25WCP delivers another operational beat and no"
X Link 2024-12-18T01:37Z [----] followers, [----] engagements
"Whitecap Resources NBF: "Operations & Reserves Update" $WCP.TO $WCP #COM #OOTT Whitecap Resources DJ: "Got capital efficiencies WCP releases constructive [----] reserves update" $WCP.TO $WCP #COM #OOTT https://t.co/ARV5FGfXN8 Whitecap Resources DJ: "Got capital efficiencies WCP releases constructive [----] reserves update" $WCP.TO $WCP #COM #OOTT https://t.co/ARV5FGfXN8"
X Link 2025-02-05T14:01Z [----] followers, 10.6K engagements
"ARC Resources' 4Q24 DJ: "4Q24 first takehere comes the Attachie liquids (as predicted)" TD: "SOLID END TO [----]. STRONGER FCF BUYBACKS AND ATTACHIE II ANNOUNCEMENT IN 2025E" 1/X $ARX.TO $ARX #COM #OOTT TD on ARC Resources' [----] Budget "BEST IDEAS 2025: ARX AT A FCF INFLECTION POINT; COMPELLING VALUATION" $ARX.TO $ARX #COM #OOTT https://t.co/grehAB5b1t TD on ARC Resources' [----] Budget "BEST IDEAS 2025: ARX AT A FCF INFLECTION POINT; COMPELLING VALUATION" $ARX.TO $ARX #COM #OOTT https://t.co/grehAB5b1t"
X Link 2025-02-07T14:55Z [----] followers, [----] engagements
"Tamarack Valley Energy's 4Q24 DJ: "Clear and present valueTVE posts a blockbuster [----] reserves update" $COM #OOTT $TVE.TO $TVE DJ on Tamarack Valley Energy's [----] Budget "Outlines [----] guidance.but wait theres more" #COM #OOTT $TVE.TO $TVE https://t.co/rjU8baAFDI DJ on Tamarack Valley Energy's [----] Budget "Outlines [----] guidance.but wait theres more" #COM #OOTT $TVE.TO $TVE https://t.co/rjU8baAFDI"
X Link 2025-02-13T18:35Z [----] followers, 11K engagements
"Tamarack Valley Energy's 4Q24 NBF: "An Exemplary Asset Driving Outsized Returns & Value" $COM #OOTT $TVE.TO $TVE Tamarack Valley Energy's 4Q24 DJ: "Clear and present valueTVE posts a blockbuster [----] reserves update" $COM #OOTT $TVE.TO $TVE https://t.co/dWSQh6g3lq Tamarack Valley Energy's 4Q24 DJ: "Clear and present valueTVE posts a blockbuster [----] reserves update" $COM #OOTT $TVE.TO $TVE https://t.co/dWSQh6g3lq"
X Link 2025-02-15T00:46Z [----] followers, [----] engagements
"Whitecap Resources' 4Q24 DJ: "4Q24 first takeracks up another quarterly beat while continuing to push the envelope technologically" $WCP.TO $WCP #COM #OOTT Whitecap Resources NBF: "Operations & Reserves Update" $WCP.TO $WCP #COM #OOTT https://t.co/pZ8oDA4fpM Whitecap Resources NBF: "Operations & Reserves Update" $WCP.TO $WCP #COM #OOTT https://t.co/pZ8oDA4fpM"
X Link 2025-02-20T04:15Z [----] followers, [----] engagements
"Whitecap Resources' 4Q24 DJ: "The best dont rest; increasing target to C$13" $WCP.TO $WCP #COM #OOTT Whitecap Resources' 4Q24 TD: "STRONG Q4. KEY DETAILS PREVIOUSLY RELEASED EARLY FEB." NBF: "Liquids Realizations Drive Strong Performance" $WCP.TO $WCP #COM #OOTT https://t.co/5eSxz1ytPS Whitecap Resources' 4Q24 TD: "STRONG Q4. KEY DETAILS PREVIOUSLY RELEASED EARLY FEB." NBF: "Liquids Realizations Drive Strong Performance" $WCP.TO $WCP #COM #OOTT https://t.co/5eSxz1ytPS"
X Link 2025-02-23T19:42Z [----] followers, 10.9K engagements
"Whitecap Resources DJ: "Weve got each other and thats a lot (well give it a shot)WCP + VRN an investor dream match come true" $WCP.TO $WCP #COM #OOTT Whitecap Resources' 4Q24 DJ: "The best dont rest; increasing target to C$13" $WCP.TO $WCP #COM #OOTT https://t.co/IvVYJRXHSE Whitecap Resources' 4Q24 DJ: "The best dont rest; increasing target to C$13" $WCP.TO $WCP #COM #OOTT https://t.co/IvVYJRXHSE"
X Link 2025-03-13T01:40Z [----] followers, [----] engagements
"MEG Energy DJ: "It has begun; Strathcona initiates Mortal Kombat in the Canadian oil sands through proposed hostile takeover of MEG" #OOTT #COM $MEG.TO $MEG $SCR MEG Energy's 1Q25 DJ: "Keep your options open; increasing our target to C$25.00 (from C$24.50)" #OOTT #COM $MEG.TO $MEG https://t.co/v8QZAlhiE6 MEG Energy's 1Q25 DJ: "Keep your options open; increasing our target to C$25.00 (from C$24.50)" #OOTT #COM $MEG.TO $MEG https://t.co/v8QZAlhiE6"
X Link 2025-05-16T10:12Z [----] followers, 28.8K engagements
"@BubleQe a rare bad take from you. asset quality is incomparable. utilization and SOR performance are miles apart. if you owned $MEG instead of $SCR you wouldn't be happy with this offer or calling them "twins""
X Link 2025-05-17T20:29Z [----] followers, [----] engagements
"MEG Energy NBF: "Pour Some Sugar on ME(G)" #OOTT #COM $MEG.TO $MEG $SCR MEG Energy DJ: "It has begun; Strathcona initiates Mortal Kombat in the Canadian oil sands through proposed hostile takeover of MEG" #OOTT #COM $MEG.TO $MEG $SCR https://t.co/irJ7FVizV5 MEG Energy DJ: "It has begun; Strathcona initiates Mortal Kombat in the Canadian oil sands through proposed hostile takeover of MEG" #OOTT #COM $MEG.TO $MEG $SCR https://t.co/irJ7FVizV5"
X Link 2025-05-18T03:12Z [----] followers, [----] engagements
"Feels like years since this was posted but should be again Every day above $70WTI is a good day (especially with a 42% foreign exchange uplift and the tightest heavy oil differential in [--] years). Every day above $70WTI is a good day (especially with a 42% foreign exchange uplift and the tightest heavy oil differential in [--] years)"
X Link 2025-06-19T20:27Z [----] followers, [----] engagements
"Whitecap Resources' 2Q25 NBF: "Off To A Hot Start" DJ: "2Q25 first takefirst in action (and setting the bar high)" TD: "WELL AHEAD: Q2 BEATS STREET. SETTING UP FOR FY GUIDANCE BUMP IN H2" 1/3 🧵 $WCP.TO $WCP #COM #OOTT Whitecap Resources TD: "ACQUISITION OF VRN ELEVATES WCP TO NORTH AMERICAN RELEVANT SCALE" 1/4 🧵 $WCP.TO $WCP $VRN $VRN.TO #COM #OOTT https://t.co/NmThCeagvD Whitecap Resources TD: "ACQUISITION OF VRN ELEVATES WCP TO NORTH AMERICAN RELEVANT SCALE" 1/4 🧵 $WCP.TO $WCP $VRN $VRN.TO #COM #OOTT https://t.co/NmThCeagvD"
X Link 2025-07-24T11:36Z [----] followers, [----] engagements
"Canoe Energy Fund - Top Ten Holdings and Changes for July [--] [----] New in top 10: none Added: $CES.TO $TPZ $TCW.TO $ATH $TVE.TO $EQT Held: $PSK.TO $HWX.TO Decreased: $TOU.TO $RRC Out of top 10: none Cash: 0.1% (was 0.4%) #COM #OOTT Canoe Energy Fund - Top Ten Holdings and Changes for June [--] [----] New in top 10: $CES.TO Added: $TPZ $PSK.TO $HWX.TO Held: $TOU.TO $TCW.TO $CES.TO Decreased: $ATH $RRC $TVE.TO $EQT Out of top 10: $EXE Cash: 0.4% (was 1%) #COM #OOTT https://t.co/Fjc1SSP4cK Canoe Energy Fund - Top Ten Holdings and Changes for June [--] [----] New in top 10: $CES.TO Added: $TPZ $PSK.TO"
X Link 2025-08-08T12:08Z [----] followers, 12K engagements
"Cenovus Energy's 2Q25 TD: ". CONFERENCE CALL TAKEAWAYS AND UPDATED ESTIMATES" NBF: "Waiting On Conviction" DJ: ". as Ohio (downstream) goes so goes the company; CVE posts big beat" & "If you really want more (more) scream it out louder;." 1/4🧵 #COM #OOTT $CVE $CVE.TO Cenovus Energy TD: "RECALIBRATING Q2 EXPECTATIONS; REFRESHING POSITIVE INVESTMENT THESIS FOR H2/25+" 1/2 #COM #OOTT $CVE.TO $CVE https://t.co/0Rj9o9DGPr Cenovus Energy TD: "RECALIBRATING Q2 EXPECTATIONS; REFRESHING POSITIVE INVESTMENT THESIS FOR H2/25+" 1/2 #COM #OOTT $CVE.TO $CVE https://t.co/0Rj9o9DGPr"
X Link 2025-08-12T02:26Z [----] followers, [----] engagements
"Cenovus Energy TD: "WE THINK Q2 RESULTS ALLEVIATED MOST INVESTOR CONCERNS - REMAINS TOP-PICK" #COM #OOTT $CVE $CVE.TO Cenovus Energy's 2Q25 TD: ". CONFERENCE CALL TAKEAWAYS AND UPDATED ESTIMATES" NBF: "Waiting On Conviction" DJ: ". as Ohio (downstream) goes so goes the company; CVE posts big beat" & "If you really want more (more) scream it out louder;." 1/4🧵 #COM #OOTT $CVE $CVE.TO https://t.co/Jbx6MvTYCo Cenovus Energy's 2Q25 TD: ". CONFERENCE CALL TAKEAWAYS AND UPDATED ESTIMATES" NBF: "Waiting On Conviction" DJ: ". as Ohio (downstream) goes so goes the company; CVE posts big beat" & "If"
X Link 2025-08-21T12:00Z [----] followers, [----] engagements
"@SpencerHakimian another angle https://x.com/RapidReport2025/status/1977135704540102924 WATCH: Huntington Beach helicopter crash in California filmed by eyewitness directly beneath it At least [--] taken to hospital https://t.co/HkgnQQ4SDX https://x.com/RapidReport2025/status/1977135704540102924 WATCH: Huntington Beach helicopter crash in California filmed by eyewitness directly beneath it At least [--] taken to hospital https://t.co/HkgnQQ4SDX"
X Link 2025-10-11T23:32Z [----] followers, 28.4K engagements
"@SpencerHakimian third angle https://x.com/RapidReport2025/status/1977129130899714127 BREAKING: New footage of helicopter crashing into trees in Huntington Beach California https://t.co/VWJkWUvqOe https://x.com/RapidReport2025/status/1977129130899714127 BREAKING: New footage of helicopter crashing into trees in Huntington Beach California https://t.co/VWJkWUvqOe"
X Link 2025-10-12T02:22Z [----] followers, [----] engagements
"Whitecap Resources' 3Q25 DJ: "3Q25 first takePour some Synergy on me" $WCP.TO $WCP #COM #OOTT Whitecap Resources' 2Q25 NBF: "Off To A Hot Start" DJ: "2Q25 first takefirst in action (and setting the bar high)" TD: "WELL AHEAD: Q2 BEATS STREET. SETTING UP FOR FY GUIDANCE BUMP IN H2" 1/3 🧵 $WCP.TO $WCP #COM #OOTT https://t.co/tsDtA9B2Xq Whitecap Resources' 2Q25 NBF: "Off To A Hot Start" DJ: "2Q25 first takefirst in action (and setting the bar high)" TD: "WELL AHEAD: Q2 BEATS STREET. SETTING UP FOR FY GUIDANCE BUMP IN H2" 1/3 🧵 $WCP.TO $WCP #COM #OOTT https://t.co/tsDtA9B2Xq"
X Link 2025-10-23T01:18Z [----] followers, [----] engagements
"TD on AECO pricing drop Key Takeaways: -Minimal Exposure for Most -Who is Least Exposed to AECO $NVA.to $ARX.to and $BIR.to least exposed to spot AECO in H2 Who Has the Most Exposure to AECO $PEY.to $SDE.to and $KEL.to #com #oott"
X Link 2022-08-19T15:22Z [----] followers, [--] engagements
"TD - Top Pick Investment Matrix for O&G names - October [--] [----] Enters the matrix: $SU No change: $CVE $ARX.TO $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE $NVA Exits the matrix: $BP $TOU #COM #OOTT TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits the matrix: $NVA #COM #OOTT https://t.co/Hvw5fjtuaU TD - Top Pick Investment Matrix for O&G names - July [--] [----] Enters the matrix: $MEG No change: $CVE $TOU $ARX.TO $BP $SHEL $AAV $WCP $FRU $BTE $VRN $PEY.TO $CNQ $SDE Exits"
X Link 2024-10-02T01:54Z [----] followers, 10.1K engagements
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/creator/x::emmpeethree