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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 > Another View on Earnings
View:
Post by retiredcf on Nov 06, 2022 7:24am

Another View on Earnings

Surprised at this obsession that some people have with Eric Nuttall. Yes he's the only pure energy analyst left (aside from Joseph Schachter who has pretty much disappeared - mind you, he saw the price of oil falling and look how that worked out). But there are a great many mainstream analysts who have now recognized potential in the energy sector and are now promoting energy stocks. Two examples appearing on Market Call next week will be Ross Healy (Thursday)  and Ryan Bushell (Friday). GLTA

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Would appreciate your opinion on WCP's lastest results and a price target based on 85$ wti for the next 12 months. 

Q3 production rose to 146,000 b/d, up 26%. Per share cash flow nearly doubled, but income fell due to a one-time gain from last year. Payout ratio dropped to 50% from 57%. Debt increased from $1.3B to $2.2B due to acquisitions. Netbacks increased 50% to $44.58. Share count dropped 21M to 610M. We would consider it a good quarter.  Price target perhaps $13.50 (analyst average is $15.00). (5iResearch)

Comment by BigJake on Nov 07, 2022 12:44pm
Rafi Tahmazian runs the canoe energy funds out of Calgary, Eric's not the only game in town.
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