Strathcona Resources is now a reporting public company.
It'll take a couple of Qs before they get up to speed matching the quality that other peers have with their reporting on all fronts common to existing producers.
They have an impressive financials and assets.
They have significant reserves and operate three large Alberta SAGD :
Lindbergh (SOR trending worse yoy to SOR Q1 @ 4.0 and Q2 @ 3.8) ,
Orion (SOR trending better yoy to SOR Q1 @ 3.8, Q2 @ 3.3), and
Tucker (former CVE) (SOR trending worse yoy to SOR Q1 @ 4.9 and Q2 @ 5.0).
Each of these assets show inefficent per SOR metric, and compared to peers.
They recently took over the Serafina's Sasketawan thermals. Don't know what the recent SOR metrics is for these assets.
SCR, another one to watch as a potential AXE client who can greatly benefit from AXE RFXL CTI.