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Strathcona Resources Ltd 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 bobsomethingon Nov 10, 2023 9:20pm
160 Views
Post# 35729770

RE:RE:RE:RE:RE:RE:Inefficient market

RE:RE:RE:RE:RE:RE:Inefficient marketThanks for the pdf.

I roughly calculated (guesstimate) a 2023 full year EPS.

1. Best case scenario if oil is trades over 85 for the rest of the year (and no unexpected expenses)
2023 Net Profit Strathcona Resources -  870 Million
2023 Net Profit Pipestone                   -   180 Million

(Net Profit) 1050 Million/ 214,2 Million shares  = 4.9 EPS for 2023 (high estimate)
(Current Share price 22.72) / 4.9 EPS = 4.62 PE


2. Worst case scenario if oil is trades around 75 for the rest of the year (and including unexpected expenses).
2023 Net Profit Strathcona Resources -  680  Million
2023 Net Profit Pipestone                   -   130  Million

(Net Profit) 810 Million/ 214,2 Million shares  = 3.8 EPS for 2023 (low estimate)
(Current Share price 22.72) / 3.8 EPS = 6 PE

I assume that 2024 the price of oil will be the same as 2023 (around $80- $85 WTI)









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