“The Oak Tree Sleeps In the Acorn".

Joined October 2019
Updated #LNG #NaturalGas #Power weighted portfolio Q2, 2026. New: ☑️ $AAV.TO / Advantage ☑️ $KEL.TO / Kelt Increased: ☑️ $TOU.TO / @TourmalineOil ☑️ $TPZ.TO / Topaz ☑️ $RGSI.TO / RockPoint Exited: ☑️ $ARX.TO / @arcresources (Acquired by $SHEL ). ☑️ $CEI.V / Coelacanth
Updated #LNG #NaturalGas #Power weighted Portfolio Q1, 2026: New: ☑️ $RGSI.TO / RockPoint Gas Storage ☑️ $SCR.TO / Strathcona Resources Increased: ⤴️ $ARX.TO / @arcresources ⤴️ $CPX.TO / @CapitalPower ✅ $TOU.TO / @TourmalineOil largest portfolio position. No sells/trims.
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EQT is acquiring Range Resources in an all-stock deal at a $50B+ pro forma EV. The combined company: 9+ Bcfe/d of net production, ~1 million core net acres in SWPA alone, and ~1,250 miles of FERC-regulated transmission. Expected close: 1Q27. #NatGas
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Merger Monday. EQT + RRC. Been waiting for a big gas consolidation deal. "Undisputed" the perfect adjective. EV miles above other gas names now. ir.eqt.com/investor-relation…
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Landslide. Majority conservative government. Well done BC 👏
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Never in doubt. 👏 #bcpoli
CTV News makes the first call of the night: BC Conservatives will form a majority government.
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Today is the day... Here is the link for live results: poliwave.com/ca/bc/live/elec…
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Ok I found 123 different times that Eby said "Trump" during one of his press conferences held since the election was called on September 22nd. (I put a counter in the top right of the frame of the supercut). Here are all the ones I found in order. Did I miss any? #bcpoli
Who wants a supercut of all the times he said "Trump?" Any guesses on how many times it happened? #bcpoli
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👏 $SCR.TO underrated (technical) operator. #OilSands
Strathcona $SCR.TO has brought their Saskatchewan thermal assets up to their estimated Exit 2026 guidance of 39k bopd. September production was 39,151 bopd in Sept as we see ramps at Meota and Vawn
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😆 Election day tomorrow!
Ok I found 123 different times that Eby said "Trump" during one of his press conferences held since the election was called on September 22nd. (I put a counter in the top right of the frame of the supercut). Here are all the ones I found in order. Did I miss any? #bcpoli
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Eby is focused on the election opposition, scare and blame… Donald Trump and legendary Jimmy Pattison. The conservatives / Doerksen focused on British Columbia and British Columbians. A stark contrast.
Eby takes aim at the BC Conservatives for having Christy Clark in the front row at their rally: “We saw first hand in BC what it looks like when govt is ruled by big donors with exclusive access to the premier’s office.”
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LNG QE 🇨🇦 retweeted
Lorne Doerkson campaigning the last day before election day in David Eby’s riding of Vancouver-Pt. Grey. Conservatives seemingly optimistic they can flip this seat. #bcpoli
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LNG QE 🇨🇦 retweeted
Below is a 6 month return comparison for Canada's largest pure play #NaturalGas producers. 🔥 $ARX.TO generating 63% return when accounting for Shell acquisition & subsequent $SHEL capital gains. ➡️ $TOU.TO Inching up as the share buyback program unfolds. ❌ $PEY.TO Dead last.
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This weekend, British Columbia moves on from the disastrous David Eby & the left wing NDP. These ads are great!
BC has been waiting long enough. Tomorrow, vote for change. Vote Conservative.
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Below is a 6 month return comparison for Canada's largest pure play #NaturalGas producers. 🔥 $ARX.TO generating 63% return when accounting for Shell acquisition & subsequent $SHEL capital gains. ➡️ $TOU.TO Inching up as the share buyback program unfolds. ❌ $PEY.TO Dead last.
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See below (good thread & articles). I'm well aware of this plan and I think it's a no-brainer. The Strathcona (counter cyclical) rail acquisitions made complete sense for future optionality - I shared a few tweet (threads) & the article when they acquired more. #OilSands
Adam Waterous has a bold plan to ship an extra 250,000 barrels a day of Canadian crude by rail to a West Coast terminal for export to Asia—in just two years, and at a fraction of the cost of a new pipeline, he says. But will Ottawa be willing to revisit the idea of an exemption to its BC tanker ban? $SCR.TO $CNR.TO #oott #com
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Good thing Eby is going 'bye bye'.. The NDP have run the province into the ground, debt, crime, affordability, housing, giving away land and much more.. Change commences this week when the new government of British Columbia is voted in.
David Eby’s cabinet minister: “no more LNG.” That’s thousands of BC jobs and billions in investment on the line. The NDP showing their true anti-LNG colours. Only Conservatives will supercharge our economy and make BC an energy superpower.
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What a dire situation this man & government has created for British Columbians. Either "Fuel" or "Food", you cannot have both. After nearly 10 years to get this level of crisis, it's time for a change. Time to say 'bye' to Eby.
HAPPENING NOW: Eby snaps at reporter after being asked if he regrets making disparaging remarks about Jim Pattison.
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Be part of the change. Vote Conservative. Let’s do this BC.
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