Energy Canadian Community
Our community narratives are driven by numbers and valuation.
Energy Canadian Investing Ideas
Future PE of 16, Trading at half book value now
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
CJ Canadian Oil Gold Standard
Low debt, with room to issue more to cover dividend or existing growth project if needed by YE 2025 as a low fiscal risk position. Allows for strategic M&A if a downturn occurs for pulling ahead of competition.Read more
Freehold: Offers a fantastic growth-income intersection up to $50 WTI. Below $50 WTI, it may offer historic opportunities in terms of ROI.
Operational Depth and Strategic Pivot Analysis 1. Business Model Mechanics: Inflation-Resilient Cash Flow Freehold Royalties' business model differs from traditional Exploration and Production (E&P) companies with a fundamental structural advantage: The company does not bear any of the costs of drilling, completion, operation, or environmental rehabilitation on its land.Read more
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
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
ESI: Flat Rig Demand And Improved Margins Will Define Outlook
Key Takeaways Strong contract growth, market share gains, and strategic international expansion are driving improved revenue visibility, volume growth, and reduced geographic risk. Investments in advanced rig technology and ongoing deleveraging are boosting margins, profitability, and balance sheet strength.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
Operational Restructuring And Workforce Cuts Will Shape Energy Sector Execution
Key Takeaways Efficiency upgrades, digital automation, and flexible logistics are driving sustained margin expansion, structural cost reductions, and improved market access. New projects, renewable fuels, and emissions reduction initiatives position the company for long-term production growth, revenue diversification, and better regulatory risk management.Read more
Tightening Climate Rules Will Undermine Oil Sales Despite Deep Gas
Key Takeaways Accelerating energy transition and tighter climate regulations threaten Vermilion's revenue growth, inflating costs and eroding net margins. Reliance on European gas, aging assets, and declining financing access risk steep revenue contraction and reduced shareholder returns.Read more
