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Whitecap Resources Inc T.WCP

Alternate Symbol(s):  SPGYF

Whitecap Resources Inc. is an oil-weighted growth company. The Company is engaged in the business of acquiring, developing and holding interests in petroleum and natural gas properties and assets. Its core areas include the West Division and East Division. Its West Division is comprised of three regions: Smoky, Kaybob and Peace River Arch (PRA). The properties in its Smoky region include Kakwa and Resthaven, all located in Northwest Alberta. The primary reservoir being developed is the Montney resource play, mainly comprised of condensate-rich natural gas. Kaybob is located in the Fox Creek region of Northwest Alberta. The primary reservoir being developed is the Duvernay resource play, mainly comprised of condensate-rich natural gas. The PRA is its original asset area. Its East Division is comprised of four regions: Central AB, West Sask, East Sask and Weyburn. Its Central Alberta region represents the bulk of its Cardium and liquids-rich Mannville assets.


TSX:WCP - Post by User

Comment by Anschutzon Nov 13, 2023 6:16pm
210 Views
Post# 35733028

RE:RE:RE:Maybe seeing a liitle upside !!??

RE:RE:RE:Maybe seeing a liitle upside !!??The difference then vs now is that we're contending with NGOs and the ESG agenda that has caused billions of $ to vacate the sector. 

The only way I see investment funds return to the sector is IF companies give reason to do so. Paying significant dividends greater than low risk GICs is the what will force many funds to return.  It's the same strategy the tobacco industry used. 

I think WCP appears to be doing it right, as they purchase/cancel shares and have been regularly increasing the dividend.  Companies that choose constant growth at the expense of a meaningful return to shareholders are going to suffer.  CPG is a good example.  Although the recent CPG deal may/may not be good in the long run, it's certainly kicked a meaningful return.  As such shareholders can expect many more months/years of hearing that their turn will come, once debt and share float has been reduced.  The same c-suite mantra we've been hearing since around 2015.  Increasing growth and production will not attract large funds back to the sector.  There's simply too much risk, especially in a high interest rate environment.

GLTA

Readytojump wrote: Anything is possible.... looking back in history !!!

Back in WCP's early days the stock went from $2.00 in 2004- $12.66 in 2006 (actually 16 months). If my math is correct that is a 525% UPSIDE !!!.... someone made some SERIOUS $$COIN$$ if they were LONG !!! 

NO Monthly Dividends were paid out till 2013.

The 20 yr chart basically looks like the Canadian Rockies from then to now. 

Whitecap has grown in size substantially since 2004 and with that being said .... I think there is room for some more glory days !!!

Lets hope history repeats itself !!!






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