Landry Luc

3.3K posts

Landry Luc

Landry Luc

@LandryLuc4

Retired CDN O&G investors, Like also Golf, Tennis, Hockey and making money !!!

Katılım Ekim 2021
85 Takip Edilen577 Takipçiler
Landry Luc
Landry Luc@LandryLuc4·
$BTE.TO $BTE July 2026 trading ! NYSE driving the show 68% of the shares were traded in the NYSE !! Price / Share : + 0,85 CDN$ UP 15,3% in july ! The future is very promising and the Q2 results clearly show it to us. GL Longs !
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Landry Luc
Landry Luc@LandryLuc4·
@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
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Peter Linder
Peter Linder@RealPeterLinder·
@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.
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Peter Linder
Peter Linder@RealPeterLinder·
The sale of some of $BTE’s light oil production, which has been on the block, may be announced today along with their Q2 results. With their new CEO, major cash position, drilling great Clearwater/Duvernay wells, along with a more focused strategy, $BTE has become a strong buy.
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Landry Luc
Landry Luc@LandryLuc4·
Early US market for $BTE.TO $BTE 4,50$US + seems realistic Short term, and maybe never look behind with future waterflood project and more... DYDD it's your money !
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Landry Luc
Landry Luc@LandryLuc4·
@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
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Landry Luc
Landry Luc@LandryLuc4·
Suddenly, $BTE.TO $BTE come alive just before earning coming tonight !!!
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Landry Luc@LandryLuc4·
@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
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Landry Luc
Landry Luc@LandryLuc4·
@dmiko789 Evaluation of Commodity Derivative Hedging Contracts for $SOIL.TO $SOIL by Gemini... Feel free to comments...
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Landry Luc
Landry Luc@LandryLuc4·
Where #OIL #WTI will go mid term ??? Now, 90$ seems the right spot and it's enough ! No ?
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Landry Luc
Landry Luc@LandryLuc4·
@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 !
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Landry Luc
Landry Luc@LandryLuc4·
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.
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Landry Luc
Landry Luc@LandryLuc4·
What really happen between 5h. pm and 6h.30 ET ? To see #OIL comeback strongly ??? BTE $CVE.TO $CVE earnings tomorrow morning ! GL Longs !
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Landry Luc
Landry Luc@LandryLuc4·
@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 !
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Landry Luc
Landry Luc@LandryLuc4·
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 !
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Rock Creek Freak
Rock Creek Freak@rockcreekfreak·
@Kraig99 These assets have been in a marketed sales process through a Canadian big 4 bank through summer
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Rock Creek Freak
Rock Creek Freak@rockcreekfreak·
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
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redxdsafsadsa@redx2122·
@LandryLuc4 Buybacks print to the primary exchange. It wouldn't be done to the NYSE listing.
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Landry Luc
Landry Luc@LandryLuc4·
After market trading of yesterday friday july 24th 2026 for $BTE.TO $BTE. Buyback ??? what else ???
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Landry Luc
Landry Luc@LandryLuc4·
Depend the gap period !!! Which one is your favorite to fill the gap ? See below : $AAV.TO $BIR.TO $BNE.TO $BTE.TO $CJ.TO $CNQ.TO $CVE.TO $ENB.TO $IPCO.TO $KEL.TO $PRQ.TO $SCR.TO $SOIL.TO $TVE.TO
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Landry Luc
Landry Luc@LandryLuc4·
Top overall wells in WCSB for JUne : $OVV.TO and $ARX.TO in the Montney $BTE.TO $BTE in the Duvernay $TVE.TO in Clearwater Archer in Charlie Lake
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