Canadian oil sands producer MEG Energy on Monday urged shareholders to reject the sweetened takeover bid from its majority stakeholder Strathcona Resources , and reaffirmed support for sale to Cenovus... ...

Cenovus Energy Inc. (NYSE:CVE) is one of the Best TSX Stocks to Buy According to Billionaires. On September 9, Cenovus Energy Inc. (NYSE:CVE) announced that it will sell a 50% interest in WRB Refining LP to its joint venture partner Phillips 66 for $1.4 billion. The deal includes the Wood River Refinery in Illinois and the Borger Refinery in Texas. Together, both the refineries process around 495,000 barrels per day, with Cenovus Energy Inc. (NYSE:CVE)’s share being 247,500 barrels per day. Management not ...

加拿大经济展望 - 2025年加拿大经济面临贸易冲击和增长疲软的双重压力 失业率上升且消费者信心在春季大幅下滑 企业保持谨慎态度 尽管加拿大央行降息 房地产市场仍不稳定[2] - 结构性问题持续存在 包括商业投资低迷和生产率增长乏力 移民率下降加剧了这些问题 导致人口增长对经济的推动作用减弱[3] - 经济前景较数月前有所改善 原因包括美加贸易紧张局势部分缓解 货币政策灵活性增强 以及加拿大能够发挥其资源优势[3] - 五大积极进展包括：大多数加拿大商品获得美国关税豁免 消费者数据改善 进一步降息潜力 经济财政能力增强 以及受益于美国经济增长[4] 研究方法论 - 通过Finviz股票筛选器汇总多伦多证券交易所上市公司 按市值排序 再根据Insider Monkey数据库中的亿万富翁投资者数量升序排列 同时纳入对冲基金对每只股票的情绪指标[6] - 关注对冲基金集中持仓的股票 因历史研究表明模仿顶级对冲基金选股策略能够跑赢市场 自2014年5月以来该策略累计回报达373.4% 超越基准218个百分点[7] 森科能源公司 - 41家对冲基金持有该公司股票 13位亿万富翁投资者持仓总值达8.81亿美元[8][9] - 9月9日宣布以14亿美元向合资伙伴菲利普斯66出售WRB Refining LP的50%权益 涉及伊利诺伊州Wood River炼油厂和得克萨斯州Borger炼油厂[9][10] - 交易完成后下游业务将包括五座炼油厂和一个升级装置 总原油加工能力为47.28万桶/日[10] - 9月10日Raymond James分析师维持买入评级 目标价30加元 9月8日Jefferies分析师同样给予买入评级 目标价29加元[11] 加拿大皇家银行 - 28家对冲基金持有该股票 11位亿万富翁投资者持仓总值9.35亿美元[12] - 9月5日遭CIBC分析师从跑赢大盘下调至中性评级 目标价维持208加元[12] - 尽管在8月27日公布的2025财年第三季度业绩超预期 营收达123.2亿美元（同比增长13.49% 超预期7.88亿美元） 每股收益2.78美元（超预期0.42美元）[13] - 净利润同比增长21%至54亿美元 所有业务部门均实现增长 下调评级主因估值担忧及银行业绩期后仅3%的预期回报空间[14]

Cenovus Energy's (NYSE:CVE) CEO said the company won't increase its takeover offer for oil sands producer MEG Energy Corp. (TSX:MEG:CA) even after a higher rival bid from Strathcona Resources (TSX:SCR:CA). “We’re paying at the highest end of the range," Cenovus CEO ...

(Bloomberg) -- Cenovus Energy Inc.’s top executive said the company doesn’t plan to increase its takeover offer for oil sands producer MEG Energy Corp., despite a higher rival bid from Strathcona Resources Ltd.  “We’re paying at the highest end of the range. And you know, we are in a world where we think we’ve got the only viable bid going forward,” Chief Executive Officer Jon McKenzie said in an interview. “We are closing the door” on making a higher bid, he said.  Cenovus announced a cash-and-stock off ...

Canada's Cenovus Energy does not plan to raise its bid for oil sands producer MEG Energy , despite a higher offer from Strathcona Resources , its CEO Jon McKenzie told Bloomberg News on Wednesday. ...

US energy company Phillips 66 has signed a definitive agreement to acquire the outstanding 50% ownership interest in WRB Refining from Cenovus Energy’s subsidiaries. This transaction, valued at $1.4bn, is subject to customary purchase price adjustments and is expected to close in the fourth quarter of 2025. WRB Refining, a joint venture (JV) between Phillips 66 and Cenovus Energy, owns the Borger refinery in Borger, Texas, and the Wood River refinery in Roxana, Illinois. These facilities together have a ...

U.S. refiner Phillips 66 said on Tuesday it will acquire the remaining 50% stake in WRB Refining from Cenovus Energy for $1.4 billion, giving it full ownership of two major U.S. refineries. ...

收购交易概述 - Phillips 66以14亿美元收购Cenovus Energy持有的WRB Refining剩余50%股权实现全资控股[1] - 交易推动Phillips 66股价上涨2.7% Cenovus Energy股价上涨3.3%[1] - 交易预计在第三季度末至第四季度期间完成[5] 资产详情与产能影响 - WRB Refining包含伊利诺伊州Wood River炼油厂和得克萨斯州Borger炼油厂[1] - 两座炼油厂合计原油加工产能达49.5万桶/日[1] - 此次收购为Phillips 66增加约25万桶/日炼油产能[2] 炼油厂技术特性 - 两座炼油厂可生产高比例运输燃料并处理重质中质酸原油及轻质甜原油[2] - 新增产能具有更高利润率特点将提升Phillips 66投资组合质量[4] 公司战略调整 - Phillips 66通过出售德奥加油站业务65%股权等措施持续精简运营聚焦炼油主业[2][3] - 全资控股有助于加强一体化业务结构并巩固行业区域领导地位[3] - Cenovus Energy通过出售简化下游业务聚焦重油相关资产[4] 财务安排与资金用途 - Cenovus Energy计划将出售所得用于削减净债务及加速股东回报 through 增加股票回购[5] - 交易完成后Cenovus剩余炼油业务包括Lloydminster等四家工厂总产能47.28万桶/日[5]

CALGARY, Alberta, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Cenovus Energy Inc. (TSX: CVE) (NYSE: CVE) today announced it has reached an agreement for the sale, indirectly through wholly-owned subsidiaries, of its 50% interest in WRB Refining LP (WRB) to its joint venture partner Phillips 66. The consideration will consist of US$1.4 billion in cash, or approximately C$1.9 billion, subject to customary closing adjustments. “This transaction aligns with our strategy of owning and operating the assets that are core t ...