Jump to content

Basket of Canadian Unconventional Oil Producers


Swizzled
 Share

Recommended Posts

 

This is a bit of a work in progress but I thought I'd post here with the hope of drawing out some intelligence from those in the know.

 

http://seekingalpha.com/article/262251-8-stock-ideas-for-canada-s-4-big-tight-oil-plays

 

Petrobakken I know pretty well.  The rest I'm learning.  The general premise is twofold.  These companies have a lot of leasehold in resource plays on which they have no production and little booked reserves.  The market doesn't seem to value that leasehold until the production starts.  I think there is a lot less risk of there not being value in the land than the market does.

 

The second part is who EOR (waterflooding/gas injection) may radically change the amount of oil recoverable and thus the value of these companies.

 

Of course the third part would be oil prices and over the long term I want exposure to oil (although afraid to buy much these days).

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...