Landry Luc
3.3K posts

Landry Luc
@LandryLuc4
Retired CDN O&G investors, Like also Golf, Tennis, Hockey and making money !!!
Katılım Ekim 2021
85 Takip Edilen577 Takipçiler

@RealPeterLinder My truck is loaded since 0,80, so better diversified with others stocks that climb steady but surely. $BTE is no more a short term play. Only my O ! GL
English

@LandryLuc4 And by then the $BTE will be $8+. Terrible advice I must say.
You appear to be a very conservative, careful investor who buys an oil stocks when “all the ducks have lined up”.
You come up with great reasons to own $BTE and wait till all your expectations are met before you buy.
English

@BaytexEnergy Nice job all of you at $BTE.TO $BTE
Some numbers compared to 2025
Lloydminster and Duvernay on TOP
Peace River and Peavine remain solid

English

Baytex Announces Second Quarter 2026 Results; Production Guidance Raised on Strong Duvernay and Peavine Performance; Board Appointments
Full Story: bit.ly/4hbUGbf
$BTE
$BTE.TO
$BTEGF #Energy #oilandgas #NYSE #TSX #investing #Succession #results
@BaytexEnergy
English

@dmiko789 $SOIL.TO $SOIL on it's way to close 2026 with a boe/d around 50,000 which is a 20% increase compare to Q2 in only 6 months !
Conf. call tomorrow : #presentations-and-events" target="_blank" rel="nofollow noopener">saturnoil.com/investors/#pre…

English

@dmiko789 Evaluation of Commodity Derivative Hedging Contracts for $SOIL.TO $SOIL by Gemini...
Feel free to comments...


English

@VanIsleInvestor It's time to RBC to upgrade the price Target of $CVE.TO $CVE much higher 52-55$ sound more and more realistic before end of 2026 !
English

1st look of Q2 results of $CVE.TO $CVE
LT Debt fall : 19,5% - Net debt fall : 33% 🚀🚀🚀
Free Fund flow UP 71% for 3,8B$ compare to Q1 2026 of 2,2B$.
Exc. FCF UP 89% for 3,2B$ vs Q1 2026 of 1,7B$.
Net Earning : 2.9B$ vs 1,6B$.
Earning per share : 1,53$ for Q2 vs 0,83$ for Q1.
Let's see how the market will react ! GL Longs !
BTW : Cenovus is on track to achieve an Upstream monthly production milestone in excess of one million BOE/d in the month of July.

GIF
English

What really happen between 5h. pm and 6h.30 ET ?
To see #OIL comeback strongly ???
BTE $CVE.TO $CVE earnings tomorrow morning !
GL Longs !

English

So why this drop for #OIL ???
GIF
First Squawk@FirstSquawk
IRAN ANNOUNCES IT HAS NOT SOUGHT DISCUSSIONS WITH THE US IN THE LAST 16-17 DAYS, ACCORDING TO IRIB.
English

@aeberman12 But that’s not a reason to give #oil as low as $65 in 2026. If the current conflict is resolved, I believe that a geopolitical risk premium (including environmental risks) should be included in the current price of #WTI.
Like any insurance cie doing. ! Thank's for the info !
English

The world isn't running out of oil.
It's running out of easy ways to move it.
A bypass for Hormuz now needs a bypass of its own. Every added detour increases cost, complexity, and vulnerability.
Logistics—not geology—is becoming the constraint.
#Oil #Energy #SaudiArabia #Hormuz #BabElMandeb #Shipping #EnergySecurity #Geopolitics
bloomberg.com/opinion/articl…
English

Good morning all ! Just a quick remainder of the Viking assets sale in Nov 2023 of $BTE.TO $BTE to $WCP.TO $WCP including the #WTI price avg. of 79,22$ USD during a 6 months total period before and after the deal.
A simple math is 400M$ to sell 10,000 boe/d in 2026, without any others details of equipment, nbr. of locations etc. Hope it help to giving you an idea of what we are talking... GL Longs !

English

@Kraig99 These assets have been in a marketed sales process through a Canadian big 4 bank through summer
English

With Baytex Energy's Q2 earnings to be released on Thursday July 30, could we see news that they have sold their Viking assets?
At these prices the asset will generate well over $100 million of free cash flow in 2026 off $100 million dollars in stay flat capex (~100 wells drilled and completed per year).
Baytex topped the "Alberta Top Well List" this month with a 1,270 bbl/d Gilby Duvernay well... a single pad of these will make more oil than this entire asset and is easier to grow for them. But this Viking could be perfect for a well capitalized smaller company as a springboard to add scale if they see a decent inventory runway.
Will be interesting to see what happens next week!
$BTE.TO $BTE



English

@LandryLuc4 Buybacks print to the primary exchange. It wouldn't be done to the NYSE listing.
English
















