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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 Quintessential1on Jan 28, 2024 10:37am
320 Views
Post# 35849177

RE:RE:RE:RE:RE:RE:Wood River and Borger

RE:RE:RE:RE:RE:RE:Wood River and Borger"I imainge it's a big game of chicken as both sides know it."

Which begs the question, who is going to buy it if CVE doesn't?

What price would be paid for a partnership in a refinery and so why whould CVE pay a higher price than anyone else would?

I say call their bluff and wait.  Get to the debt target unscathed just to prove to the market they can do it then start shopping.  Oil prices do not seem to be going anywhere fast and debt will be cheaper later.. probably.

GLTA


Cabarete1 wrote: The do have the 'oppertunistic aquisition' excuse, and if the price is right, then it's valid.   Short term pain, vs long term gain.    I say go for it with debt, not stock, and increase the div.  They will be able to pay it off within years, not decades, and with this out of the way, there's not really any other oppporutites out there.  MArket will likely react, but medium term it's the right move  All comes down to the price, it has to be reasonable.  I imainge it's a big game of chicken as both sides know it.


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