Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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

View:
Post by divime1 on Oct 05, 2021 5:36pm

NEWS

WHITECAP RESOURCES INC. ANNOUNCES SALE OF WEYBURN ROYALTY AND ACHIEVES DEBT REDUCTION TARGET

Whitecap Resources Inc. has entered into a definitive agreement with Topaz Energy Corp. for the sale of a newly formed 5-per-cent gross overriding royalty (GORR) on its working interest in the Weyburn CO2 unit for cash proceeds of $188-million. The transaction is expected to close on or before Oct. 31, 2021.

Following the completion of the GORR sale, Whitecap will retain its operated 65.3-per-cent working interest ownership in the Weyburn unit, which remains a core strategic asset within the company's portfolio. The Weyburn unit is the single largest anthropogenic carbon sequestration project in the world and has sequestered over 36 million tonnes of CO2 since the project's first CO2 injection in 2000. The project is expected to continue to sequester carbon at a rate of approximately two million tonnes per year, driving Whitecap's net negative carbon footprint after accounting for scope 1 and 2 emissions. With a 100-per-cent oil and natural gas liquids weighting and less than 3-per-cent base decline rate, the profitability of the Weyburn asset is robust, and, after the sale of the GORR, it will continue to generate significant free funds flow for Whitecap, with a free funds flow break-even price of approximately $35 (U.S.) per barrel WTI based on preliminary 2022 capital plans. Production volumes from the previously announced unplanned downtime at Weyburn are now back on-line and current net production is approximately 14,000 barrels of oil equivalent per day.

Return of capital focus

The GORR sale aligns with Whitecap's stated priorities of maintaining balance sheet strength and increasing return of capital to shareholders. The GORR sale allows Whitecap to accelerate the achievement of its near-term net debt target of $1.2-billion and reach its long-term net debt target of $1-billion by year-end 2021 to enhance total shareholder returns.

In achieving $1-billion of net debt by year end 2021, Whitecap retains $1-billion of liquidity on its credit facility and a forecasted debt-to-EBITDA (earnings before interest, taxes, depreciation and amortization) ratio of 1.3 times at $45 (U.S.)/bbl WTI and 0.7 times at $70 (U.S.)/bbl WTI, providing significant financial flexibility and long-term sustainability.

With the company's debt targets achieved, Whitecap has significant optionality for free funds flow allocation and the potential to accelerate return of capital to shareholders through targeted share buybacks and dividend increases. Year to date, Whitecap has repurchased 5.1 million shares at an average price of $5.98 per share and is permitted to purchase an additional 26.3 million shares under its current normal course issuer bid that runs between May 21, 2021, and May 20, 2022.

On behalf of our management team and board of directors, the company would like to thank its shareholders for their continuing support.

Comment by barneyj44 on Oct 05, 2021 6:01pm
With the company's debt targets achieved, Whitecap has significant optionality for free funds flow allocation and the potential to accelerate return of capital to shareholders through targeted share buybacks and dividend increases. Year to date, Whitecap has repurchased 5.1 million shares at an average price of $5.98 per share and is permitted to purchase an additional 26.3 million shares ...more  
Comment by baranja on Oct 05, 2021 6:40pm
Wow... very good news! Man,.. I was pissed on WCP for moving like molases,.. but maybe somebody was holding it down somehow. Yes, this news is saying: "OK, our roads are now clear, time to speed up return of capital to shareholders"..
Comment by barneyj44 on Oct 05, 2021 7:00pm
Agree Baranja, we have too many “Irons in the Fire” Dividends, Share repurchases, Torc, Nal and Kicking Horse additions and $70 plus oil and Nat gas sky rocketing not to be trading at least in the $8 plus range. Glta.
Comment by barneyj44 on Oct 05, 2021 7:03pm
Oh and Carbon capture sequestering.
Comment by 1970Craig on Oct 05, 2021 8:59pm
    Agreed !     They also  have a good inventory of Tier one drill sites .    Does anyone understand the royalty and how it works.  on the surface is know there's debt is averaged at 3.35 percent , this is there average interest payed on what they owe. So they are getting 188 M and they are using this to pay down debt and this saves them 6 Plus ...more  
Comment by jimgeorge on Oct 05, 2021 10:45pm
Hello, I'm new to this board but I know WCP and their assets very well. About the GORR - most overrides are "no deduction" royalties, so it is as simple as taking 5% of the total revenue generated by WCP's 14000 boepd of production. They will be paying Topaz about  $15-20 million per year, so the $188 million price works out to about 10 times cash flow. They can use that ...more  
Comment by 1970Craig on Oct 06, 2021 7:43am
Is this the type of news that will move the stock. At 45 dollar oil 1.3 times EBITDA and at 70 it's  .7 EBITDA.       I believe it speaks to returning love to the shareholders.     It is clear and very to the point.        I like it and leading up to 3 quarter reporting will certainly get some fence sitters to hop off.     ...more