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Canadian Companies most affected by Pipeline expansion Completion
Posted: Thu Jan 25, 2024 7:42 pm
by 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
Re: Canadian Companies most affected by Pipeline expansion Completion
Posted: Thu Jan 25, 2024 8:01 pm
by 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
Re: Canadian Companies most affected by Pipeline expansion Completion
Posted: Fri Jan 26, 2024 10:37 am
by 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.
Re: Canadian Companies most affected by Pipeline expansion Completion
Posted: Fri Jan 26, 2024 12:13 pm
by knusser58
Hi Dan,
thank you and regards,
Klaus
Re: Canadian Companies most affected by Pipeline expansion Completion
Posted: Fri Jan 26, 2024 4:33 pm
by 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
Re: Canadian Companies most affected by Pipeline expansion Completion
Posted: Sat Jan 27, 2024 6:22 am
by knusser58
Hi Fraser921,
thank you and regards,
Klaus