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Bullboard - Stock Discussion Forum Veren Inc T.VRN

Alternate Symbol(s):  VRN

Veren Inc. is a Canada-based oil producer with assets in central Alberta and southeast and southwest Saskatchewan. The principal activities of the Company are acquiring, developing and holding interests in petroleum and natural gas properties and assets related thereto through a general partnership and wholly owned subsidiaries. Its core operational areas include Kaybob Duvernay and Alberta... see more

TSX:VRN - Post Discussion

Veren Inc > CRESENT POINT ENERGY
View:
Post by 1970Craig on Apr 29, 2022 3:01pm

CRESENT POINT ENERGY

April /9/2022 
      

    Many companies raised there dividend prior to
earnings , one of those was WCP.   Cresent point a couple of months ago approx , had a intra-day price higher than WCP low of that day.  So CPG has been Extremely close to being on par.  There is always a snap shot of a day or week in the market tbat either gives you what you want or comes close.  Traders often become impatient , and if your stock is trailing another , and you feel strongly that the difference is over blown , your probably right.  There are studys that show your first thought is the right one , and where we get in trouble is second guessing .  
      Reality is this .......The CEO Craig ! and board  of CRESCENT POINT doe not want the price to be higher at this point . You have to have faith they have the long term holder of CPG stock best interest in mind , witch no doubt includes them .  The short term investor will be frustrated by this .
     The absallure hard truth is almost all oil/gas P/E companies can in one short brief announcement advance the three stock price considerably . All they have to do is increase the dividend meaningfully, and they can by the way !   All they need to do , and it's what we want don't get me wrong !   

  The announcement just needs to be ultra clear and concise in that it will state due to the long term out look of oil / gas pricing we are implementing a plan that balances the aproach to debt repayment to insure that the shareholders are rewarded MEANINGFULLY , creating  win - win for all . The plan we are inititiaing is very conservative, and we are using 83 dollar WTI for the pricing model to repay the debt in 36 months , if pricing is avove this price model we will adjust the model to pay one time dividends to keep tracking the 36 month debt payment plan.   ( I just pulled 83 WTI out of the air it's just to give the idea that thos debt can be paid back sooner if markets permit , or thr dividend could and can be raised ) 
 
    This is just a idea , and it's to make a point  . Whitecap is my largest holding , but they had already raised the dividend ,massively to 3 cents a month , they made a splash with the 10 M share buy back . They used there bullits .
   So back to we have to trust the CEO has the long term shareholders best interests in mind , and in the shorter term the none excitement is actually or better be becsuse its in the long term shareholders best interest to have a lower share price to purchase through the NCIB more shares . 

  The better the price for management , the better it is in the long term for long term holders   . 

   I 110 % believe they raise the dividend on May 12/2022  

   Then we will catch up to others like WCP .  

  This is my opinion  . If I am wrong this is the worst management in the history of the world !!! Lol  

 I am wrong a lot   Just ask my wife !!
 

Craig

Comment by Moemoney42 on Apr 29, 2022 3:09pm
FWIW every O&G stock I follow are in the red, aside from TOU and RECO.. general market malaise lately leaves very few immune from the direction of the general market. I do think there is quite a bit of margin calling going on in the tech sector, forcing some to sell winners to cover the margin calls.. IMHO
Comment by JohnnyDoe on Apr 30, 2022 6:23am
check you messages Moe
Comment by 1970Craig on Apr 30, 2022 3:36pm
  Great point !   I would say that the money from the tech sector is coming over to energy.  I would also say that the tech investor in  my narrow view of the world is likely to be more against fossil fuel investing ?      It's interesting ! But great point Moemoney , I had a margin call in 2015.  I had the money to cover and hold.  Having money ...more  
Comment by Jonny2fingers on May 01, 2022 2:05am
"Lightstream", perhaps!?!
Comment by 1970Craig on May 02, 2022 3:54pm
Yes.  Lighstream- Petro Bakken !! .  !!   What a nightmare.  The whole thing. I will just say this.  Everytime I make any decision to buy or sell , no matter how big or small.   That moment comes to mind and it's not the MONEY I LOST.  Its how I behaved when it was going down , and I just can't stand to admit , I averaged down some too  !   ...more  
Comment by Jonny2fingers on May 02, 2022 6:20pm
I feel your pain.  Not to the same extent though, fortunately. The way I recall the Lightstream fiasco was that 1 bank out of (approx.) 10 refused to continue their loan (for lack of proper terminology) and that caused everything to implode. I was always curious if that bank was involved in the later privatization of Lightstream......my guess it that it was. My "pain" at that ...more  
Comment by 1970Craig on May 02, 2022 6:39pm
 Good stuff bro.  Love your handle. !! c 
Comment by Moemoney42 on May 02, 2022 10:38pm
Yup was there too.. didn't even get a t-shirt.. :-(  Fell for the line that us investors were going to get a 20% stake in the newly structured company.. funny enough that was the last PR if I recall correctly.. then it went into a halt and then bankruptcy.. us shareholders got squat.. was thinking at least at 20% of the new structure would have been a possible way to get some of my $ back ...more  
Comment by 1970Craig on May 02, 2022 11:28pm
Yes ,that's pretty much exactly what happened, love how the vote was done , witch I know is standard.    But aren't these companys started with equity from shares issued.  Anyway , what you find out is in a vote the class that gets no say is the shareholders or last  , and I get that debt holders ext.... and debenture holders got a say.  Just there isn't a ...more  
Comment by jleer42 on May 03, 2022 12:53am
There is a reason common share owners are called residual claiments, everyone else goes first.
Comment by Al42 on May 03, 2022 7:28am
John something was the CEO and you know when they say management is so important His name is John Wright and he is now the Chairman of the Board Of Directors at Touchstone Exploration Inc. and Alvopetro Energy Ltd. And I would never touch anything this guy is involved in again. Burnt twice with him Petrobalken and Lightstream. He spewed nothing but B.S.
Comment by jleer42 on May 01, 2022 5:50pm
I never buy on margin. I will borrow elsewhere to invest, but never on margin.
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