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KEYSTONE XL - 9 Dividend Payers Tied To KXL Pipeline For Long Term

Jul. 22, 2013 6:11 PM ETCVE, TLM, CNQ, SU, TRP, XOM, SHEL, VLO, TTE1 Comment
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tullii's Blog
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Think 7 years from Now...its 2020, and seven years ago today in 2013 you bought some of these 9 companies and have been collecting upto 9 dividends for 7 years.

Ok Lets simplify this graphic 4 Oil Producers in Canada will ship Oil to 4 Oil Refiners in USA via 1 International Pipeline.

When KEYSTONE XL is APPROVED by 2015. CVE,CNQ,TLM,SU,will have to scale up production, these 4 signed 17 year deals with 4 USA Refiners, by 2020 the Keystone XL will flow 830,000 BBLS of Oil and TRANSCANADA TRP will be paying dividends for years to come.


(Tullii's theory of what need to happen by 2016)

(Oil Price Factors)

To get "Scale", "Volume", "Liquidity" to create a VIABLE MARKET for this Oil their needs to be a single blend of Oil from Western Canada, and their needs to be a single indices or Benchmark for it to trade under in the markets. This is not the case right now, but theoretically this is what it might look like above. Maybe the players, traders, market makers and producers will get the idea that they need to co-operate on something like above for all to prosper in the future. Read this article:

(Current WCS Benchmark Indices)

(Other Pricing Variables)


CVE: Producer of Oil, Pays Dividends 0.242 CAD/Share

CNQ: Producer of Oil, Pays Dividends 0.125 CAD/Share

TLM: Producer of Oil, Pays Dividends 0.068 USD/Share

SU: Producer of Oil, Pays Dividends 0.20 CAD/Share

TRP: Oil Pipeline owner, Pays Dividends 3.58%


TOT: Oil Refiner, Pays Dividends 0.766 USD /QTR

VLO: Oil Refiner, Pays Dividends 0.20 USD / QTR

XOM: Oil Refiner, Pays Dividends 0.63 USD /QTR

RDS.A Owns MOTIVA, Oil Refiner, Pays Dividends 0.90 USD/Qtr

Note: Motiva is 50% owned by SAUDI ARAMCO

If you study this, and you average your "BUY" positions before 2014, you will benefit from 9 dividends for years to come.





(other pipelinesComing Soon - Quick Reports on Oilsands/Pipelines/Refiners...


Factors Affecting Production

Cenovus Energy Inc., an integrated oil company, engages
in the development, production, and marketing of
bitumen, crude oil, natural gas, and natural gas liquids in
Canada with refining operations in the United States.

As of December 31, 2009, it had a land base of
approximately 7.8 million net acres; proved reserves
base of approximately 719 million barrels of bitumen
reserves, 232 million barrels of crude oil and natural gas
liquid (NGL) reserves, and 1,474 billion cubic feet of
natural gas reserves; and probable reserves of
approximately 403 million barrels of bitumen, 127 million
barrels of crude oil and NGLs, and 405 billion cubic feet
of natural gas. The company is headquartered in Calgary,


Suncor Energy Inc., together with its subsidiaries,
operates as an integrated energy company. Its Oil Sands
division produces bitumen recovered from oil sands
through mining and in-situ technology, and upgrades it
into refinery feedstock, diesel fuel, and by-products. Its
products include gasoline and distillates.

The company's Natural Gas division acquires, explores, develops, and produces natural gas, natural gas liquids, oil, and
by-products from reserves located primarily in western
Canada and the United States Rockies.

Canadian Natural Resources Limited engages in the exploration, development, and production of crude oil and natural gas.

The company's crude oil and natural gas operations are focused in North America, principally in western Canada; the United Kingdom portion of the North Sea; and Cote d'Ivoire and Gabon in offshore West Africa.

Its midstream activities include pipeline operations and an electricity co-generation system. It holds interest in the Horizon oil sands properties that produce synthetic crude oil through bitumen mining and upgrading operations.

Canadian Natural Catalysts • Near Term
‒Heavy differentials narrow
‒Horizon reliability improvement
‒Kirby South steam-in 40,000 bbl/d
‒Horizon Phase 2A
‒Septimus expansion
‒Potential Montney monetization
‒South Africa

Canadian Natural Catalysts • Mid Term
‒Sustainable normal heavy differentials
‒Kirby North Phase 1 - 40,000 bbl/d
‒Natural gas prices strengthen moderately
‒Horizon Phases 2B and 3 to 250,000 bbl/d
‒Côte d'Ivoire, Espoir, Baobab infill, Block 514
‒Redwater Refinery

Canadian Natural Catalysts • Long Term
‒Keystone XL, Gateway, TMX, Energy East, Rail
‒Technology upside
‒Gas prices recover, significant upside


Talisman Energy Inc., an upstream oil and gas company,
engages in the exploration, development, production,
transportation, and marketing of crude oil, natural gas,
and natural gas liquids primarily in North America, the
United Kingdom, Scandinavia, and southeast Asia. The
company was founded in 1925 and is headquartered in
Calgary, Canada.





Disclosure: I am long TRP, CVE, SU, CNQ, VLO.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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