emmpeethree Profile picture
Jan 18 14 tweets 5 min read
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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More from @emmpeethree1

Jan 15
Peyto Exploration's next monthly dividend will be 11c and $1.32/year or a 9.8% yield. I've seen comparisons to $GXE.TO & $CJ.TO div, concerns on sustainability and concerns due to recent AECO/HH price drop. This report from TD shows it is sustainable.
1/x
#COM #OOTT $PEY $PEY.TO
Netbacks and production rowing y/y
2/x
-Currently trading @~2/3 of NAV
-EV/DACF trading near eight year low
-2P Reserve Life Index (RLI) of 23.5 years based on 105k boe/d, 2022 exit production (before addition of two acquisitions made in 2022)
3/x
Read 15 tweets
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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