Suncor Energy Inc T.SU

Suncor $56 per share

[SirJulius]

Gurgen Ayvazyan, FMVA, MFRM

 

@Gugo907

 

A simplistic DCF model on $SU. In my calculations at $80 Brent strip, $13 WTI-WCS spread, $19.5 Crack spread, $3.8 AECO, $0.8 ER $SU generates ~7.6B in disc. FCF after divvy and CAPEX. 45% upside from current price. 75m share buyback will increase $SU price by ~$3 to $56/share.

Gurgen Ayvazyan, FMVA, MFRM

 

@Gugo907

 

A simplistic DCF model on $SU. In my calculations at $80 Brent strip, $13 WTI-WCS spread, $19.5 Crack spread, $3.8 AECO, $0.8 ER $SU generates ~7.6B in disc. FCF after divvy and CAPEX. 45% upside from current price. 75m share buyback will increase $SU price by ~$3 to $56/share.

[angelnicky]

We will be going into a receision as the prices are too high, inflation coasts are causing people to stop or slow down spending which will cause all companies to start laying off employees, this will reduce the deamnd for oil world wide and hence will drop su stock to new low levels and many other companies, this is why it may be beneficial to have cash on hand for a rainy day, instead of buying

[jx7000]

So we should all be buying SU puts, out 8 to 10 months maybe?

[mrbb]

i think u r still missing the mark.  This oil price inflation is tied to fear of supply availibility 86% of investment dollars on energy are going into renewables while it only provides 11% of the world energy supply.  

[mrbb]

oil stocks still cheap at $100 oil Why stocks are cheap at $100 oil with Eric Nuttall :: Ninepoint Partners LP

[Lupuslupus]

Agreed REAL cheap

[Bigbear7405]

Part of inflation numbers is because we are still somewhat locked down. To few people making to few products. I feel covid will end this summer. i just got it. My family as well. So many of my friends have had it. By summer majority of population will have had it. Things can really start opening up.

[szackoa]

bloombergers thinking of 150 dollar oil