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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 MrHamilton1965on Nov 16, 2020 5:14pm
195 Views
Post# 31911097

RE:RE:unbelievable

RE:RE:unbelievable
pacer217 wrote: Here's a prediction you won't like. "that crooked BT" Trudeau  will win the next Fed. election in Canada.

If you think O'Toole is a serious factor to gain ground,  well disappointment looms.

Another prediction : You will be able to average down on SCR at about .69 or .68 in December;  IMHO.
NO catalyst for upward swing with NHL not available for 7 weeks at least.  Carsand Golf done for months and Raptors not in Canada for many weeks.

The healthiest sport in Canada right now are Thouroughbred racing and Harness racing - with
mutuals up across the Country by 25% to 70% over 2019. The SCR gets ZERO from that play.
it's all handled by HPI APP.
As to the SCR future,  CIBC screener says losses of .02 cents each of next 3 quarters and the three anaysts with an opinion suggest 12 month target of $1.07  average.  They get bought out will be nescessary for a big improvement from that.


I'll leave you guys to Canadian politics and the other horse races.

I have no idea how accurate your CIBC screener has been historically, does anyone here have an essence of that? Do you trust them PACER?

Since I can’t see what your talking about PACER, does it say which analysts and with whom they work? I’m suspect of these analyst’s suggestions at times. I’m sure we can all rattle of a few names of analysts who couldn’t have got it more wrong. I might suggest they haven’t really studied the company, or the landscape, if $1.07 is the 12-month target. [12 months from now?].

Surely our Q1 results [Sept-Nov], typically reported in the last week of January, will reveal encouraging growth results. For example, our Handle as a percent of NJ handle doubled in it’s first year, from 0.69% to 1.39%.

The addition of CO and IN will have a substantial impact to our GGR.

Reporting out of IN shows immediate growth [in these last 2 months, Sept-Oct] of our Handle as a percent of IN Handle, which increased from 0.24% to 0.75%, with Gross Receipts of $44k and $123k respectively.

Reporting out of CO is nebulous at best, but using IN and NJ numbers as benchmarks, you can make some SWAGs.

I'm expecting a very good Q1 report

Excitement related to the anticipation of the passage of C-218 and the subsequent launch of IA, should surely give us a boost to a buck or more early in the New Year.

The actual passage of C-218 may get us close to $1.50 or more.

A further launch of let’s say 4 states during 2021 and a NASDAQ listing creates even more value.

I’m expecting EBITDA positive by the start of 2022 [especially if money starts changing hands in Canada with single sports betting]

Remember, we signed a 10yr deal with Penn in 2019. I suspect that Mr. Levy will want to ride the gambling explosion over the next 5 years and take full advantage of our access agreements.

Mr. Levy has a vision and has been tirelessly building the company. He’s not letting it go until he sees it produce. [or unless he gets a ridiculous offer >$1B]

Just this amateur enthusiast analyst's opinion  :)




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