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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 > Jim George do you have any comment
View:
Post by Davesnothere on Jan 20, 2024 9:31am

Jim George do you have any comment

on the timing / wisdom / likelyhood,  of WCP making any acquisitions here?

on Friday, Chevron said it will put its shale-gas business in Canada’s Duvernay Shale for sale as it continues to streamline global operations following several big acquisitions.

The assets, which produce about 40,000 barrels of oil and gas a day from about 235,000 acres in the Duvernay field in central Alberta, could fetch up to US$900 million.

Chevron has said it plans to offer between $10 billion and $15 billion in assets following deals with Hess Corp, PDC Energy and Noble Energy that will significantly expand its oil and gas output.

“We have a strong position and are proud of our performance in the Duvernay,” a spokesperson told Reuters. “The business holds significant value in both its current production as well as potential growth opportunities, which we expect to be attractive to other companies with complementary portfolios.”

 

Brian Lidsky, director of Houston-based advisory firm Energy Advisors Group, estimated the properties could be worth $900 million based on recent acquisitions of Duvernay properties by Crescent Point and others.

Chevron first announced plans to develop the East Kaybob region of the Duvernay play in Alberta in 2017 after three years appraising the area. At the end of 2022, 243 wells in the field had been tied into production facilities.

In 2021, Chevron shelved plans to build a major liquefied natural gas project exporting up to 10 million tonnes per year from Kitimat on Canada’s west coast.

The Duvernay is one of Canada’s top shale plays. Other companies with significant positions in the region include Crescent Point and PetroChina’s Canadian unit. Last month, Athabasca Oil and Cenovus Energy formed a joint venture to accelerate their activity in the play.

Chevron to begin marketing shale-gas assets in Canada’s Duvernay | BOE Report

Comment by jimgeorge on Jan 22, 2024 4:09pm
Hi Dave, I have thought long and hard about this question of yours.  I think it will be hard for WCP to do another acquisition at this time - their debt is just now looking good. But here's the thing - it doesn't matter to me if they do or don't make an acquisition.  I trust Grant and his team.  You have to be in love with your management to be long on any oil stocks. & ...more  
Comment by Davesnothere on Jan 23, 2024 9:29am
Jim, thanks for sharing. Much appreciated !!! Long WCP
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