RE:Jeremy McCrea on BNN this morningCertainly everyone is talking about Clearwater.
As I have said before oil prices will help all Canadian O&G companies...the difference will be properties.
Yes you will have buybacks and dividend announcements (with these prices sustained most Cdn O&G will have these)....it will come down to properties in my opinion which will be the biggest driver of equity value.
Baytex is very active in Clearwater so certainly something I'm looking forward to (outside of Q4/YE financials)
i would say the average retail holder or generalist has no idea about potential property impact.
Benfica1904 wrote: Jeremy McCrea, vice president of oil and gas research at Raymond James, shares his top picks in the Canadian energy sector.
Jeremy mentions Baytex and the Clearwater Play towards the end.
https://www.bnnbloomberg.ca/video/opportunities-in-canadian-oil-amid-price-rally~2364831