@007Roadster@CRUDEOIL231@calvinfroedge Synthetic Crude Oil or SCO is processed largely by CNQ and SU in Canada By upgrading Bitumen. One main byproduct is the sulphur. I expect this to be more prominent in subsequent quarterly reports in 2026
@trend_bullish CVE has been using the build out of its owned assets for quite some time. Then the MEG assets flashed buy me on the cheap! In the same timeframe larger capex was spent on fixing its refineries on the US side. History is being made..
@trend_bullish In Nov 2023 I owned 90300 shares with $2.62 acb. Sold 45300 in mar 2024 for 6 figure gain. In June 2025 sold 22500 for another 6 figure gain. Bought 5500 in Jan 2026 at $7.50 Iβm a slow learner But the sales proceeds went to SU CVE TVE so no cry.
@RazorOil Suncor management guidance is akin to it's utilization rates! Complete fulfilment of it's past 3 year plan so pay credence to it's last guidance for future objectives being met.
@trend_bullish The best part of the CVE story is on the next page! FCF estimates after dividends paid jumps from $4 mil in 2025 to $8.236 Billion in 2026 using $83.63 average WTI in 2026! Balance sheets matter! Assets - liabilities = Owners Equity. $8.2 bil on the good side of the equation!
@garquake@VanIsleInvestor I'm OK with TMX hitting present capacity. In order for next capacity growth with flow enhancements and subsequent additional pumping to continue volume growth the pipe needed to be full. No excuses now to continue to grow this international sales success story.
@energyburrito I'm somewhat positioned for your prediction. ~25% in mainly Cnd energy with additional 5% in Cnd pipelines. I'm lacking a good pick or 2 in the copper space to participate in the AI buildout. Own Toromont and Finning on the infrastructure build.
@freedomprocess@MarcNixon24 Strangely the very short term pricing on oil is in complete denial of the drainage of world SPRβs. The taxation revenue on Cnd Energy Producers appears to look like a windfall for both governments for 2026/2027 Sad part much of this $ will go to service the Liberal induced debt!
@fortworthchris@JohnMcQueeneyTX Tell us more about Caterpillar nat gas power generators. Are you talking smaller sized units or larger units to run large AI builds?
@RazorOil Almost 54 years ago I married my slim beautiful wife with long straight hair, perfect nose and a fantastic smile. Much like the lady in the picture! We are both 73. She's still a beauty! Me...not so much!
@Kevin_AGraham The obvious lower hedging % going forward with world dynamics may well turn out to be a good thing. Looks like opportunities will present itself as the year moves along. ie: upside bonus. Thanks Kevin