Canadian Companies most affected by Pipeline expansion Completion

[knusser58]

Hi Dan,
which are the Canadian companies that will benefit the most by the pipeline expansion completion?
How can we get an idea of how much these companies are going to benefit?
Regards,
Klaus

[Fraser921]

The thing I look at is WCS pricing and the differential to WTI. Obviously, the better that WCS is the better the stocks do

[dan_s]

It should help Hemisphere the most because it produces 99% heavy oil. It will help all of them that produce a lot of oil.

HMENF is trading below the PV10 Net Asset Value of just its PDP reserves. It is a Screaming Buy up to $1.25

I've updated my forecast models for BTE, CPG and HMENF. They are all in good shape at today's oil price.

[knusser58]

Hi Dan,
thank you and regards,
Klaus

[Fraser921]

Things are looking better for oily companies and Canadian oily names

https://x.com/beegjj/status/1750873089032732690?s=46&t=pgzzFESpRCcPkSe1KLcphQ

I was nibbling on baytex Hme and Sgy and rok .. so your own dd

WCS discount has narrowed and Wti is up

For the most part the names are oversold

https://x.com/beegjj/status/1750873089032732690?s=46&t=pgzzFESpRCcPkSe1KLcphQ

[knusser58]

Hi Fraser921,
thank you and regards,
Klaus