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Strathcona Resources Ltd V.SCR


Primary Symbol: T.SCR Alternate Symbol(s):  STHRF

Strathcona Resources Ltd. is a Canada-based oil and gas producers with operations focused on thermal oil, enhanced oil recovery and liquids-rich natural gas. The Company has three operations, including Lloydminster Heavy Oil, Cold Lake Thermal Oil and Montney. The Lloydminster Heavy Oil segment has multiple large oil-in-place reservoirs with existing and expanding enhanced oil recovery (EOR) opportunities primarily located in southwest Saskatchewan. Its Saskatchewan thermal properties rely on the same steam-assisted gravity drainage (SAGD) processes as its Cold Lake Thermal properties. It is a producer in the Cold Lake region of Alberta. Its operations include thermal oil producing assets at Lindbergh, Orion and Tucker, with production from SAGD oil assets. Its Montney development is positioned in some of the active regions in the Montney basin, the condensate-rich Kakwa, Grande Prairie, and Groundbirch regions, and produces liquids-rich gas.


TSX:SCR - Post by User

Comment by ShockandAwwwon Oct 15, 2019 3:44pm
84 Views
Post# 30233060

RE:Hey ROOKIE

RE:Hey ROOKIEVette, I commend the amount of risk capital you put down on SCR and get why it sucks to see equity leak away on it for the time being.  I'm buying more in dribs and drabs but will only return to buying bigger chunks again once I see that people stop giving their shares away for fear that they'll lose a dime in gains or whatever.  I think it may stop soon but it definitely hasnt stopped yet. We've even seen at least one true believer sell on fear recently.  

Of course, one news item could change it all in the short term. Indiana? Another regional player? Anything could happen, but what I look for is news connected with an indication that the business model is sound and management is executing on growth. Random news items in and of themselves may or may not give me the evidence I want.  I dont pay attention too much to the careening of the stock on basically non-material news items other than when the careening is downwards and my bull thesis hasnt been affected.  I perhaps should care about careening to the upside to sell opportunistically (say when it hit .92) but I dont because on a growth play like this I dont sell a single share until I see what I want.

My thesis hasnt been affected recently, so I could care less about my theoretical equity loss if people give back their shares all the way back down to .30 given that it will give me opportunity to average down. But if the whole nut youre ever willing to put on SCR is there already, I sympathize but simply tell you that, by my reading, your day is coming. 
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