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carevans

carevans
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  • Carbonate Triangle's Athabasca Investment Guide: Suncor Energy Edition Part 1 [View article]
    Next biggest, that are publicly traded. I left out Nexen. They are in the dark ages of reporting.
    Jul 18 01:55 PM | Likes Like |Link to Comment
  • Carbonate Triangle's Athabasca Investment Guide: Suncor Energy Edition Part 1 [View article]
    Nice article again! Are you going to be looking more into Cenovus, Devon or MEG Energy? These would be the next biggest producers after Suncor in the region and would be an great read. Once again, thanks again... you are making my job easier.
    Jul 18 01:55 PM | Likes Like |Link to Comment
  • 5 Reasons Why The Fed Can't Stop Buying Treasuries [View article]
    Great article!
    Jul 2 12:47 PM | 2 Likes Like |Link to Comment
  • Carbonate Triangle's Cold Lake Investment Guide: Canadian Natural Resources Edition [View article]
    Thanks Stephan. Yes for CNR they do upgrade all they produce, so its a part of the value chain, but if anything I think adds a competitive advantage to them given that SCO has much better price realization than crude bit.
    Jun 28 12:51 PM | Likes Like |Link to Comment
  • Carbonate Triangle's Cold Lake Investment Guide: Canadian Natural Resources Edition [View article]
    These releases provide a great summary of the Alberta OS, but I might request that you add a bit more cost comparison, specifically with regards to In-Situ operations because cost along with realized WCS prices are what really make or break these companies. Yes CNRL is a great Canadian producer, but whether or not they are a good investments is another thing altogether. CNRL is known to be buying up tons of land in the region, but how competitive is their cost of producing? Request: Include production (bpd) and cost per barrel for the different projects, along with 5+ other companies in the same region.

    Thanks and once again, I appreciate the article as I am currently building production forecast models for Canadian crude.
    Jun 27 04:06 PM | Likes Like |Link to Comment
  • Imperial Oil Update: 5-Year Minimum Annual Gross Return Of 18.5% [View article]
    They can move their bitumen by rail, which has been the a real flexible supply solution. This bitumen will and is currently getting to market, this company is a great buy.
    Jun 26 11:04 PM | Likes Like |Link to Comment
  • Market recap: Fed-induced anxiety rattled across markets, with stocks plunging to their biggest selloff this year, gold sliding below $1,300 for the first time since Sept. 2010 and Treasury yields marching to two-year highs. A weak reading on China manufacturing, which helped slam crude oil and other commodities, and reports that the IMF could halt payments to Greece added to worries. All 10 S&P sectors fell more than 1%, and every Dow stock traded red. Homebuilders were hit hard by concerns that rising bond yields would mean higher financing rates for buyers. [View news story]
    Does any of you see 10 yr Treasury yields dropping in the next few months?
    Jun 20 10:16 PM | Likes Like |Link to Comment
  • Dow Chemical (DOW) issued a somewhat surprising statement after the approval of the Freeport liquefied natural gas export project, saying it "provides the greater clarity and certainty that businesses need to make investment decisions... Dow will adopt a wait and see approach regarding further approvals." Dow has argued against unfettered exports, saying they could lead to price spikes that could harm the economy. [View news story]
    Wouldn't they be worried about getting burned like others did with the old LNG receiver terminals? I remember reading that companies are still losing on that bet..
    May 17 05:10 PM | Likes Like |Link to Comment
  • What Happens If And When The Interest Rate Rises? [View article]
    Agreed, and some real common sense applied.
    Jul 12 08:53 AM | 2 Likes Like |Link to Comment
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