Our community narratives are driven by numbers and valuation.
Oil price recovery If oil prices (e.g., WTI or Canadian-crude equivalent) rise back to a healthier range — say US $80-100 per barrel (depending on Canadian costs) — then drilling activity for producers generally increases (they’re more willing to bring rigs online, expand programs). For Stampede, this would mean higher utilization of its rigs, more revenue per day, better margins (since fixed costs get spread).Read more

Key Financial Highlights for 2025: Quick Fair Value Estimate (NAV Approach) 1. 2P Reserves (Proved + Probable): 6,793 Mboe (thousands of barrels of oil equivalent) NPV10 (before tax): CAD $159.3 million ➤ Source: 2024 year-end reserves update 2.Read more

Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.Read more

TSX:TVK (Terravest Industries Inc) Take a look at the TVK 10 years chart and you will be attracted. https://www.tradingview.com/x/U0LnBrGg/ The growth of TVK, with combined periods of one year, two years, three years, five years, and 10 years, reaches an average annual return of 148%.Read more
Cenovus Energy Inc. (TSX:CVE) has successfully completed its acquisition of Gear Energy Ltd.Read more

Key Takeaways Expanding export terminals, strategic partnerships, and disciplined investments position Pembina for diversified growth, enhanced margins, and strong long-term earnings potential. Regulatory barriers in North America boost the value of Pembina's existing infrastructure, strengthening pricing power and supporting sustained shareholder returns.Read more

Key Takeaways New producing wells and strong regional gas demand are expected to drive significant revenue and cash flow growth in upcoming periods. Expansion into new markets and disciplined operational execution aim to boost long-term earnings stability and reduce geographic risk.Read more

Key Takeaways Expansion into new contracts and acquisitions is set to diversify revenue streams and strengthen market share through technology and cross-selling opportunities. Supply chain localization and ESG-focused products are expected to boost margins, reduce cost volatility, and capture increased demand for sustainable solutions.Read more

Key Takeaways Global demand for natural gas and modernization of energy infrastructure drive recurring revenue growth and geographic diversification for Enerflex. Focus on emissions solutions, high-margin service businesses, and operational efficiencies supports improved margins, earnings stability, and capacity for reinvestment.Read more
