LNG QE 🇨🇦
@BubleQe
“The Oak Tree Sleeps In the Acorn".
#Energy portfolio heading into 2025+ ➡️Increased $SCR.TO / Strathcona Resources ➡️Added $MXG.TO / Maxim Power Corp ➡️ $TOU.TO / @TourmalineOil largest portfolio hold Happy Holidays, Merry Christmas & genuine very best to all for 2025! #NaturalGas #LNG #Power #Electrification
These figures are staggering.. #LNG
✅$15.1 billion project financing for CP2 Phase 1 formally launches company’s 3rd project ✅Project expected to make Venture Global the largest exporter of US LNG ✅Unprecedented milestone of four FIDs in less than 6 years, with over $80 billion in capital markets transactions…
👏 #LNG
Venture Global announces FID & successful closing of $15.1B for the first phase of company’s third project, CP2 LNG. More from the @WSJ wsj.com/business/energ…
If you have any interest in Fairfax, Strathcona Resources, or E-L Financial, this episode is a must-listen! @BubleQe @AJButton2 @DrunkDividends @SettlingNomads @TheWiseIC @MMoney642 @VikingVan100 @TomasVaclavicek
OUT NOW: FAIRFAX, STRATHCONA, E-L FINANCIAL & MORE! @BrownMarubozu came BACK on the show to share 2+ hours of insights! THANK YOU for chatting with me! HIGHLY recommend this episode. I hope you enjoy! Links in the replies ⬇️ $FFH $FRFHF $SCR.TO $ELF.TO $FNV $OLA.TO
$SCR.TO if $CVE makes an offer. $SCR if $CVE doesn't make an offer. Either way, Adam Waterous / Strathcona wins. $SCR owns ~10% of $MEG.TO ..
Dance from the heart🔥 enjoy the fun of dancing🔥
Today's adds: ✅ $PPL.TO / @PembinaPipeline #Investing #Dividends #EnergyInfrastructure #LNG
Kudos $PPL.TO / @PembinaPipeline 👏👏 I've taken an overweight position in $PPL recently (5.6% YoC) in an already a core portfolio name. Figures are nominal, certainty is now in place. Overhang = now removed. #EnergyInfrastructure #LNG #NaturalGas boereport.com/2025/07/24/pem…
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Here is an update on annual incoming dividends. We are already starting to knock on the door of 600K annually. Without adding any new funds and just letting the dividends reinvest the annual dividend income is increasing by almost 25K monthly. Imagine having a job where you get…
Pembina Pipeline Reaches Settlement With Shippers On Alliance Pipeline dlvr.it/TM5tbr
As the proud owner of Hummel Station in #Pennsylvania, we're excited to support a bright energy future for the state’s economy through a planned investment of $4B, inclusive of $1.3B through the acquisition of the facility and $3B over the next 10 years of facility operations.
In Pittsburgh today, McCormick, Trump announced $90 billion in Pa. Projects. They range in size and scope — and some had been in development for months or even years. Most are in Western Pennsylvania, the Susquehanna Valley and NEPA. inquirer.com/politics/penns…
Very curious to see what $MEG shareholders value in an offer from $CVE. They are obsessed with the premium and believe they are being “bought out” by Strathcona instead of understanding it’s a merger of equals. If CVE comes in with a higher portion of cash, MEG shareholders…
This is how adding shares on the pullback in Natural Gas equities feels like.. on a lookback, will appear like theft of something delicious ! #LNG
The Perfect Crime 😈
Watching the $CVE / $CVE.TO PR tomorrow and the share price response accordingly:
Now give it.. 😅
I'm quite sure $TOU.TO would be interested in $CVE's Deep Basin assets. Could free up some cash for sure to help fund a $MEG acquisition. But it really comes down to $CVE's strategic "priorities".
If CVE wants to buy MEG, then they should make a deal where they sell the downstream and non-core assets to pay for as much of the acquisition as possible. Don’t dilute CVE shares at such low prices you fuckers!!!
$MEG.TO $SCR.TO $CVE.TO See below:
2018 $MEG.TO = 100k bbls/d @ Christina lake. FF 7 years: Q1 2025 $MEG.TO averaged 103,224 bbls/d production. $MEG has a 7 year production CAGR (Compound Annual Growth Rate) of "less than half of 1%". Share count included below. #Consolidation $SCR.TO $CVE.TO $SU.TO $CNQ.TO
$SCR.TO are one of the largest investors in MEG Energy / $MEG.TO... Strathcona owns 10% of the company. Let that sink in.. :) #TeamWaterous
$MEG investors