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QE 🇨🇦 Profile picture
QE 🇨🇦
@BubleQe
“The Oak Tree Sleeps In the Acorn".
Mar 15 • 6 tweets • 2 min read
Good analysis & way to look at 'who' (among those covered) is capable of offering returning capital back to shareholders.

For sure there are various nuances ( Infra / Growth CaPex, debt payments), but in general, can see the pattern.

#Investing #Energy #Oil #NaturalGas Much prefer this type of analysis to Eric / Ninepoints "FCF yield charts".

Provides much more context to true, "Flex, or Distributable" cash flow.

$MEG vs. $TVE are good examples, $MEG high FCF YoY that matches FFCF. $TVE higher FCF, but thin FFCF.

Oct 10, 2023 • 12 tweets • 5 min read
This is an excellent report from RBC if you get a chance to read. It's a 50 page report in full.

It summarizes in many parts of my Investment thesis around #NaturalGas #LNG & #Montney.

#CanadianLNG $TOU $ARX $CR $KEL $CNQ $COP $PNE $PEY $AAV $BIR $NVA $POU $TPZ $KEY $PPL $TRP Image #Montney 👇 Will share the gas rates (yield) below also, it's telling.
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Nov 6, 2022 • 11 tweets • 22 min read
Sharing a good slide from $TRP @TCEnergy, can see that global LNG exports from North America will nearly double by 2030, to ~25Bcf/d.

Note: Canada currently produces around ~16Bcf/d.

#COM #LNG #NatGas @lngcanada @CoastalGasLink #LNG demand through 2030 is primarily from Asia.

Formerly at 'one end of the pipe', Canada now sits at the right 'end of the pipe' to access this 'lucrative', insatiable Asian demand for LNG.

@CoastalGasLink transport upstream supply, commissioned 23/24, built for 5Bcf/d.

#COM