emmpeethree Profile picture
Jan 12 3 tweets 2 min read
NBF - CAD Oil & Gas comparison chart Jan 11 2022 -
Target EV/DACF, Production, Capex, Cash Flow
-pricing assumptions next
$CNQ $IMO $SU $CVE $AAV $ARX $BIR $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TOU $TPZ $TVE $VET.TO $WCP
#COM #OOTT
Updated commodity price assumptions 2023-2025

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More from @emmpeethree1

Jan 12
NBF - Oil, Gas & Consumable Fuels Report - Megathread
"2023 Outlook: Down, But Not Out"
Top 2023 ideas
Oil $CVE $ERF $HWX $TVE $WCP
Gas $AAV $ARX $BIR $TOU
Themes
-Capex increase Y/Y
-Cash returns to rise
-M&A for inventory
-Historically discounted multiples
1/x
#COM #OOTT
Read 15 tweets

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