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Suncor Energy Inc T.SU

Alternate Symbol(s):  SU

Suncor Energy Inc. is a Canada-based integrated energy company. The Company's segments include Oil Sands, Exploration and Production (E&P), and Refining and Marketing. Its operations include oil sands development, production and upgrading; offshore oil production; petroleum refining in Canada and the United States; and the Company’s Petro-Canada retail and wholesale distribution networks (including Canada’s Electric Highway, a coast-to-coast network of fast-charging electric vehicle (EV) stations). The Company is developing petroleum resources while advancing the transition to a lower-emissions future through investments in lower-emissions intensity power, renewable feedstock fuels and projects targeting emissions intensity. The Company also conducts energy trading activities focused primarily on the marketing and trading of crude oil, natural gas, byproducts, refined products and power. It also wholly owns the Fort Hills Project, which is located in Alberta's Athabasca region.


TSX:SU - Post by User

Comment by Experiencedon Dec 13, 2021 11:16am
311 Views
Post# 34225028

RE:4.7 billion

RE:4.7 billion
rad10 wrote:

Cutting back on capital spending and buying back shares.
31 dollars per barrel syncrude operating costs - down 3%.

Attaboy little.

I have found over the years that once the accountants and financial engineering folks get control of corporate decisions, the outlook for a company and its SP begin to falter.  Back in the day Nortel was a classic example of this.

While I still like SU, I sold my stake not that long ago for reasons that I have documented here.

Why do I still like SU and have it on my watchlist?

Mainly because it has so much potential with the right and visionary management - something IMHO the company lacks at the present time and is illustrated by your post.

As a general rule the "grownups" on The Street look at attempts of financial engineering as a negative unless they are taking over a company as part of a leveraged buyout.  What they are looking for in a company is vision and excitement.  TSLA is a good example of this and why as of today Musk is now the richest guy in the world at $350 billion.  Not saying anyone should buy TSLA - I wouldn't but those that got in early made a lot of money because people are willing to pay for vision and excitement.

With the right management and its huge FCF, SU could grow into a huge powerhouse.  Right now management has signalled the opposite and hence the little interest in the company and a lagging SP relative to its fundamentals.

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