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11	member 8/16/24 2:21PM Re: Re: acquired by Tourmaline 10
Hi, I have too much Canadian natural gas exposure in stocks with low cost basis (I guess it is a wonderful problem to have). My investment criteria for energy is good rock, good management, good... login to read the rest view available tags
10	member 8/16/24 7:19AM Re: acquired by Tourmaline 9
Great call here! What do you think is next to get sold given the big valuation differential between smid and large-cap producers as well as obvious synergies to contiguous acreage/cost reductions? view available tags
9	member 8/15/24 6:42PM acquired by Tourmaline
Good assets in good hands. I still think it'll be a 20 bagger. In the next 5-10 years Shell will buy back the Duvernay assets it sold back to Tourmaline (along with these Crew 1 view available tags
8	member 6/07/22 2:24PM Canada can castrate Putin
-3 view available tags
7	member 5/01/22 3:18PM reserve reports
Crew still looking good for eventually getting to my crazy-ass price target of $35.99. I feel like the bubble in stupid growth stocks popped and now the bubble in commodity stocks will start. The last... login to read the rest view available tags
6	member 3/28/22 10:49AM Vermilion just bought Leucrotta Exploration.
Vermilion just bought Leucrotta Exploration. You can see Leucrotta is right next to Crew on the map. They paid $477 million but Leucrotta is about 1/6 the size of Crew. I guess they were paying... login to read the rest view available tags
5	member 2/09/22 10:13AM $2.2 billion
Crew is trading at .3x their net asset value (using most recent pv-10). During gas commodity cycle a decade ago they traded at 2.3x their nav. view available tags
4	member 1/25/22 6:53PM small insider buy
A board member bought some Crew shares when it dipped back down to $3ish. https://m.canadianinsider.com/node/7?ticker=CR view available tags
3	member 1/09/22 11:26PM Re: Re: Cenovus 2
Thank you. view available tags
2	member 1/09/22 11:23PM Re: Cenovus 1
I bought the warrants (but didn't sell the calls) when Fenkell wrote it up in early 2021. I still own those warrants. They still seem like a cheaper way of owning it given they don't... login to read the rest view available tags
1	member 1/09/22 10:51PM Cenovus
Surf, Thank you for the idea. Do you by chance have a view on Cenovus? view available tags

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			2020	2021
Price:	62.13	EPS	3.79	4.62
Shares Out. (in M):	922	P/E	16.4	13.4
Market Cap (in $M):	58,823	P/FCF	19.7	15.4
Net Debt (in $M):	950	EBIT	4,477	5,023
TEV (in $M):	59,773	TEV/EBIT	13.3	11.9

Description

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