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.
👇🏻
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
👇🏻
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…
Incredibly active and impressive team.
$LGN.V
Logan Energy Corp. announces agreement to be acquired by Ovintiv Inc. for $1.40 per share in cash and the spin-out of Logan Oil Corp., a new growth-oriented oil company boereport.com/2026/10/26/log…
Further consolidation in North American Natural gas, nice work from $EQT .
In Canada, the #Montney consolidation continues as $OVV acquire Logan Energy, $LGN.NE ..
reuters.com/business/eqt-buy…
LNG QE 🇨🇦 retweeted
B.C. elects first Conservative government in nearly 100 years. Live updates here. ctvnews.ca/vancouver/article…
Never in doubt. 👏
#bcpoli
LNG QE 🇨🇦 retweeted
Today is the day...
Here is the link for live results:
poliwave.com/ca/bc/live/elec…
LNG QE 🇨🇦 retweeted
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
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
😆
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
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.
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
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.
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.
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
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.
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.

























