BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile
BC Montney QE πŸ‡¨πŸ‡¦

@bubleqe

β€œThe Oak Tree Sleeps In the Acorn".

ID: 1187495086453448704

calendar_today24-10-2019 22:24:32

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BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile Photo

Et Voila. Kudos to all parties involved. $SCR.TO for forcing the hand, $MEG.TO for building a world class asset in Christina Lake & $CVE for making the right strategic move at a fair price. Enjoy the weekend! #Consolidation

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Happy Canadian πŸ‡¨πŸ‡¦ Thankgiving to all the incredible good honest people that I engage with here. We all have a lot to be very thankful for. Hope you and your families have a safe, peaceful and enjoyable thanksgiving (long!) weekend.

Happy Canadian πŸ‡¨πŸ‡¦ Thankgiving to all the incredible good honest people that I engage with here.

We all have a lot to be very thankful for.

Hope you and your families have a safe, peaceful and enjoyable thanksgiving (long!) weekend.
BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile Photo

Solid discussion. β˜‘οΈRepurposing KXL ( "Alberta Express") - 4 Bcf/d #NatGas transmission to the USGC) makes a lot of sense. .. "4 weeks" ;)

BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile Photo

From Mike on inthemoneypod episode released today, illustration below is ~on par with discussion. β˜‘οΈGrowing base dividend, 4-5% (relative to the share price). β˜‘οΈIncreased discretion given higher reward for capital allocation (Gas Growth given demand). $TOU.TO / Tourmaline Oil Corp.

BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile Photo

Today's adds: β˜‘οΈ $TPZ.TO A sustainable & growing 5.5% #Dividend YoC. Notes: a) Topaz has significant Nat Gas royalties with a 90+% FCF Margin, AECO/Stn 2 Nat Gas prices are now lifting. b) Tourmaline's NEBC growth plan adds sizeable organic royalty production to Topaz.

Today's adds:

β˜‘οΈ $TPZ.TO 

A sustainable & growing 5.5% #Dividend YoC.

Notes:

a) Topaz has significant Nat Gas royalties with a 90+% FCF Margin, AECO/Stn 2 Nat Gas prices are now lifting.

b) Tourmaline's NEBC growth plan adds sizeable organic royalty production to Topaz.
BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile Photo

$ARX.TO / ARC Resources Ltd. quarterly #Dividend hit your account(s) today. The next one will presumably be an increase as per their annual pattern. But you're not buying ARC Resources Ltd. for the dividend, that's for sure, but offsets inflation. Being 'paid to wait' as they say! #LNG

$ARX.TO / <a href="/arcresources/">ARC Resources Ltd.</a> quarterly #Dividend hit your account(s) today.

The next one will presumably be an increase as per their annual pattern.

But you're not buying <a href="/arcresources/">ARC Resources Ltd.</a> for the dividend, that's for sure, but offsets inflation.

Being 'paid to wait' as they say!

#LNG
BC Montney QE πŸ‡¨πŸ‡¦ (@bubleqe) 's Twitter Profile Photo

This simple (basic finance) concept can often get lost in Resource investing. Think Mining (Juniors) + O&G (Juniors, Intermediates).