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Jan 27 • 3 tweets • 3 min read
NBF - Oil, Gas & Consumable Fuels - Q4 Preview: Reporting Themes & Estimates:
Weather, Pricing, BRFN, Reserves
$VET.TO $CNQ $IMO $SU $CVE $ARX.TO $BTE $CPG $ERF $FRU $HWX $KEL $MEG $NVA $OVV $PEY $PIPE $POU $PSK $SDE $TVE $WCP $LOU $SGY $AAV $BIR $TOU $TPZ $CR $KEC #COM #OOTT
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More from @emmpeethree1

emmpeethree Profile picture
Jan 18
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
Read 14 tweets
emmpeethree Profile picture
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
emmpeethree Profile picture
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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