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Focusing on energy investing, #FIRE, churning credit cards, frequent flyer points, overseas travel and anything food related that doesn't involve offal and eggs

Jan 18, 2023, 14 tweets

NBF - Oil, Gas & Consumable Fuels - 13th Annual Energy Conference: Continuing Momentum

Summaries on: $AAV $BIR $CPG $HWX $KEC $PSK $SGY $TVE.TO $TPZ $VET.TO $WCP

Key themes:
-Inflation, Efficiencies and Inventory
1/14🧵
#COM #OOTT

Key Themes (cont.)
-Complementing Inventory; Organically and M&A
-Emphasis for Return of Capital Remains
-Differentiation and Multiple Expansion?
2/x

Advantage Energy $AAV ; Outperform & $15.00/sh
3/x

Birchcliff Energy $BIR-T; Outperform & $12.00/sh
4/x

Crescent Point Energy Corp. $CPG-T; Outperform & $15.00/sh
5/x

Headwater Exploration $HWX-T; Outperform & $9.50/sh
6/x

Kiwetinohk Energy Corporation $KEC-T; Outperform & $25.00/sh
7/x

PrairieSky Royalty Ltd. $PSK-T; Sector Perform & $25.00/sh
8/x

Surge Energy $SGY-T; Outperform & $13.00/sh
9/x

Tamarack Valley $TVE-T; Outperform & $7.25/sh
10/x

Topaz Energy Corporation $TPZ-T; Outperform & $30.00/sh
11/x

Vermilion Energy Inc. $VET-T; Outperform & $29.00/sh
12/x

Whitecap Resources Inc. $WCP-T; Outperform & $15.00/sh
13/x

Will the Prevailing Dynamic Prompt an ESG Rethink on (Canadian) Energy…
14/x

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