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Veren Inc T.VRN

Alternate Symbol(s):  VRN

Veren Inc. is a Canada-based oil producer with assets in central Alberta and southeast and southwest Saskatchewan. The principal activities of the Company are acquiring, developing and holding interests in petroleum and natural gas properties and assets related thereto through a general partnership and wholly owned subsidiaries. Its core operational areas include Kaybob Duvernay and Alberta Montney, Shaunavon and Viewfield Bakken. Its Kaybob Duvernay is situated in the heart of the condensate rich fairway, Central Alberta, which provides low risk drilling inventory. Its Alberta Montney assets sit adjacent to its Kaybob Duvernay lands, possessing similar resource characteristics including pay thickness and permeability in the volatile oil fairway of the reservoir. Its Shaunavon resource play is located in southwest Saskatchewan. The Viewfield Bakken light oil pool is located in Saskatchewan.


TSX:VRN - Post by User

Bullboard Posts
Comment by gheetsmithon Jan 21, 2017 1:21pm
194 Views
Post# 25737380

RE:BUY CPG TODAY! $25 BY JUNE!

RE:BUY CPG TODAY! $25 BY JUNE!Snake,  just so you know I am not bashing and being negative,  I have about 10% of my portfollio in 
this one and I manage my own pension so it is not peanuts.    

The coporation is never gong to put headlines out about anytying negative about their company but if you read the fine print it is all there.

I do not expect to see $20 plus s.p. on this one soon for the following reasons.

Company is losing money right now and those loses are going to increase until oil makes a signivicat move higher.


Total assets are declining,  almost $1 billion in a year.
Outstanding shares have increased by about 7% in a year.  When you are losing money you either borrow or put out more shares,  just a different heading but same result,  it reduces net assets.

And the big reason share price is not following oil price at these levels............CPG has a risk management program that hedges up to 65% of their products over a 3 1/2 year time frame.
Hedges in Q4 were in the $75 range, they drop down to about $70 in Q 1 & 2 2017 and then continue lower.   If you factor all that into the bottom line I believe our lower share price these days is just builging into what our 2016 Q4 results are going to reflect when we see it on Feb. 23rd.

My opinion is we will see SP go up up if we see $60 oil but to see $25 per share we are going to have to be North of $75.   That could happen but then again we could see them go lower as well.  There are too many moving parts in this sector and unfortunately on this side of the globe we do not have very many of the levers that  control those moving parts.        glta 


Bullboard Posts