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Cenovus Energy Inc T.CVE

Alternate Symbol(s):  CVE | CVE.WS | T.CVE.WT | T.CVE.PR.A | CNVEF | T.CVE.PR.B | T.CVE.PR.C | T.CVE.PR.E | T.CVE.PR.G

Cenovus Energy Inc. is a Canada-based integrated energy company. The Company has oil and natural gas production operations in Canada and the Asia Pacific region, and upgrading, refining and marketing operations in Canada and the United States. The Company's segments include Upstream, Downstream, and Corporate and Eliminations. Its Upstream segment includes Oil Sands, Conventional, and Offshore. Its Downstream segment consists of Canadian Manufacturing, and United States Manufacturing. The Company's upstream operations include oil sands projects in northern Alberta, thermal and conventional crude oil, natural gas and natural gas liquids (NGLs) projects across Western Canada, crude oil production offshore Newfoundland and Labrador and natural gas and NGLs production offshore China and Indonesia. The Company's downstream operations include upgrading and refining operations in Canada and the United States, and commercial fuel operations across Canada.


TSX:CVE - Post by User

Comment by Husky4000on Jan 16, 2021 5:14pm
276 Views
Post# 32314064

RE:RE:"Time value" of the warrents = Leverage Offered

RE:RE:"Time value" of the warrents = Leverage Offered
SQCConsulting wrote: Yes a very good explanation but they appear better than they are.

HSE sharelholders lost 22% of their common S vlaue in the transaction. The S price is roughly the same but you have 22% less shares and with the avergae value increasing about 40%. Sure a few warrants were thrown in but you will likley need much more than  6X profit to make up that huge loss. They are not free....the cost of that $3.00 warrant in your account was in the transaction. HSE holder sface an uphill struggle to break even on the transaction.   



I don't see it as losing anything.  The number of shares is not relevant. We get to be minority in something better more than 2 times better.

For tax purposes, the cost of acquisition $ of a warrant is an interesting question. 
So let's start with numbers.  For example someone bought 50000 HSE at 5$.  I end up with 39 225 CVE and 3255 warrants.  If you do 3255 DIVIDED by (39 225 plus 3255) it equals 0.0766.

So, if my math is correct, the cost of acquistion of warrants would be 7.66% of the total cost of acquisition. 

In the 5$ Husky scenario,  a warrant is 38 cents and 4.62 for one HSE. 0.7845 x 4.62
and the CVE acquisition sp is 4.62 divided by 0.7845 = 5.88

Of course if someone was already in the red before the close of the deal, that's another matter.
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