Energy Canadian Community
Our community narratives are driven by numbers and valuation.
Energy Canadian Investing Ideas
Even at the under expectation numbers, we are on track to reduce debt and build value
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
WhiteCap Is Positioned To Profit Regardless Of Trump's Policy
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
Steady impressive groth
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. (TSX:GXE)
Cenovus Energy Inc. (TSX:CVE) has successfully completed its acquisition of Gear Energy Ltd.Read more
New Projects And Steady Performance Will Balance Risks And Opportunities Ahead
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
Operational Efficiency And ESG Initiatives Will Drive Confidence In Global Expansion
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
Future Global Supply Chain Shifts Will Unlock Value In Rare Earth Production
Key Takeaways Expansion in uranium and rare earth production with low costs and new projects increases revenue potential, profit margins, and market position amid global supply chain shifts. Strong financials and heightened government/utility support enhance long-term earnings stability, growth prospects, and reduce risk exposure across core business segments.Read more
Long-Term Profit Margins And Contracts Will Drive Future Value
Key Takeaways Cameco is set to benefit from increasing global nuclear energy demand, policy support, and supply constraints, supporting long-term growth and pricing power. Strategic utility contracting and disciplined production enable Cameco to capitalize on higher uranium prices and future reactor projects for margin expansion.Read more
New Leadership Appointments and Share Buybacks Will Drive Drilling Efficiency Forward
Key Takeaways Investments in automation, digitalization, and emissions reduction position the company for margin growth and competitive differentiation amid rising high-spec rig demand. Strengthened presence in key gas basins and ongoing deleveraging support stable future earnings and increase flexibility for shareholder returns.Read more