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Bullboard - Stock Discussion Forum 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... see more

TSX:WCP - Post Discussion

Whitecap Resources Inc > UBS says O&G producers no longer tracing commodity price
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Post by 2021Gamble on Jul 26, 2021 1:44pm

UBS says O&G producers no longer tracing commodity price

ya...I figured that out.....nice to have it confirmed though.....


Oil Equities Are Not Rising Along With Stronger Oil and Gas Prices, UBS Says
26 Jul 2021 11:09 ET  

11:09 AM EDT, 07/26/2021 (MT Newswires) -- UBS on Monday said the shares of oil and gas producers are no longer tightly linked with the commodity prices, which are trading at or near multi-year highs on rising demand.

"While the equities actually hung in, they've lagged the commodity considerably (~10% on average) over the past month, and have broken from the commodities whether its oil price, natural gas price or refining "cracking" spreads," the investment bank noted. "The uncertainty is tied to many different threads including volatility, but the focus is currently on the ultimate impact of the delta variant. And while new infections rise, several are pointing to the lower hospitalizations and mobility measures as offsets. Hence how the equities have mirrored the 10-year. Gasoline consumption internationally and av/jet globally are the indicators investors are watching incrementally. As for the energy equity trading indicators, "toppy-ness" from ~5 weeks ago has largely reverted with RSIs and prices relative to moving averages are now comfortably towards the lower end of ranges."

Comment by WINDGOD46 on Jul 26, 2021 3:09pm
BSR's abound. I have always advocated the banning of the  peddlers of fortune from BNN; Why? because under the pretext of impartiallity they promote their wares to the naive and the rookies with no scruples. Today one such BSR was on Bell's commodity show saying that he is concerned about the Delta strain and the loss of demand. Therefore, he was selling on rallies all the oil stocks; ...more  
Comment by antonaki1 on Jul 27, 2021 3:06pm
This post has been removed in accordance with Community Policy
Comment by WINDGOD46 on Jul 27, 2021 3:32pm
That they hedged the oil companies was a smart move; they survived the mayhem when oil hit negative last year with the break out of the pandemic. But the hedge price was not that far from the spot price today. WCP, for instance has hedged 40% of its production at $67 and next year it will be coming off. If 60% of production is still unhedged, the profit margin for this stock this year and next ...more  
Comment by 2021Gamble on Jul 27, 2021 3:37pm
on the dividend... I believe pre-pandemic was .342 per year.... so with 3 acquisitions, including TOG that also paid a dividend....taking into consideration synergies and cost savings, let along WTI/WCS... 0.48 a year....0.04 per month - minimum is my expectation...
Comment by antonaki1 on Jul 27, 2021 6:02pm
This post has been removed in accordance with Community Policy
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