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MEG Energy shareholders vote in favor of Cenovus' takeover bid
Reuters· 2025-11-07 00:15
Canadian oil sands producer MEG Energy shareholders on Thursday voted in favor of a buyout by Cenovus Energy. ...
Greenfire Resources Announces Intent to Conduct C$300 Million Rights Offering
Newsfile· 2025-11-04 10:10
Calgary, Alberta--(Newsfile Corp. - November 3, 2025) - Greenfire Resources Ltd. (NYSE: GFR) (TSX: GFR) ("Greenfire" or the "Company"), today announced its intention to undertake a rights offering of its common shares for gross proceeds of approximately C$300 million (the "Rights Offering").The Rights Offering is expected to be made to all holders of Greenfire's common shares of record as of a record date to be determined. In connection with the Rights Offering, the Company expects to enter into a standby ...
MEG Energy adjourns shareholder vote on Cenovus offer citing regulatory inquiry
Reuters· 2025-10-31 09:30
公司交易动态 - 加拿大油砂公司MEG Energy董事会推迟了原定于周四举行的股东投票 [1] - 股东投票涉及赫斯基能源对MEG Energy的收购事宜 [1] - 推迟原因是一项监管调查促使公司需要披露额外信息 [1]
Absolute Greenhouse Gas Emissions from Canadian Oil Sands Increased by Less than 1% in 2024, Even as Production Grew
Prnewswire· 2025-10-28 22:00
Accessibility StatementSkip Navigation Efficiency gains continue to lower the greenhouse gas intensity of production, slowing absolute emissions growth CALGARY, AB, Oct. 28, 2025 /PRNewswire/ -- Absolute greenhouse gas emissions from Canadian oil sands production rose by less than 1% in 2024 even as total production grew, according to a new analysis by S&P Global Commodity Insights. The latest analysis shows a trend of slower emissions growth continuing amid ongoing improvements to the greenhouse gas intens ...
CNQ vs. SU: Which Canadian Oil Giant is Worth Buying Now?
ZACKS· 2025-10-17 22:45
文章核心观点 - 加拿大自然资源有限公司(CNQ)和森科能源公司(SU)是加拿大油砂行业的领军企业,均拥有世界级储量和稳定的现金流 [1] - 通过对两家公司基本面的比较,加拿大自然资源有限公司(CNQ)在股息记录、成本结构、生产基础和盈利前景方面表现更优,投资价值更为突出 [2][17][18] 加拿大自然资源有限公司(CNQ)基本面 - 公司成功基石在于可靠性、成本控制和一致性,其油砂采矿与升级部门是运营支柱,上一季度合成原油平均日产量为46.4万桶,同比增长13% [3] - 资本框架纪律严明,将股东回报与杠杆水平直接挂钩,当净债务低于120亿加元时分配100%的自由现金流,股息连续增长25年,自2001年以来的复合年增长率为21% [4] - 2025年上半年,公司通过股息和回购向股东返还了46亿加元 [4] - 2025年第二季度产量同比增长10%,至超过142万桶油当量/日,证实储量基础超过150亿桶油当量,储备寿命指数超过30年,几乎是行业平均水平的两倍 [5] - 财务稳健,债务与调整后EBITDA比仅为0.9倍,流动性约为48亿加元,盈亏平衡点在西德州中质原油每桶40多美元的低位 [6] - 尽管油价疲软导致季度收入小幅下降4%,但仍产生了33亿加元的资金流和15亿加元的调整后净收益 [6] 森科能源公司(SU)基本面 - 公司处于复苏轨道,2025年上半年创下每日83.1万桶的纪录产量,第二季度调整后资金流达到27亿加元,通过股息和回购向股东返还了近15亿加元 [7] - 一体化模式结合了上游生产和每日46.6万桶的炼油能力,有助于在油价疲软时期缓冲收益 [7] - 运营效率提升,上半年运营及SG&A成本削减了1.35亿加元,预计通过缩短炼油厂检修周期可实现每年3.5亿加元的节约 [9] - 2025年资本支出指引下调约7%,至57亿至59亿加元 [9] - 公司对大宗商品价格变动高度敏感,2025年第二季度每股收益从第一季度的91美分降至51美分 [10] 股价表现与估值比较 - 过去一年,CNQ股价下跌超过15%,SU股价下跌仅1% [11] - 从估值角度看,CNQ远期市盈率为14.83倍,SU为14.49倍 [13] - CNQ更优越的资产负债表、更高的股息覆盖率和更强的自由现金流前景可能证明其享有适度溢价是合理的 [13] 盈利预估趋势 - 过去60天内,市场对CNQ 2025年和2026年的盈利共识预估被上调,表明对其运营表现的信心增强 [15] - 相比之下,SU的2025年盈利预估保持平稳,2026年预估则被下调,表明分析师预期其未来增长将放缓 [16]
Strathcona Resources Terminates Takeover Bid for MEG Energy
WSJ· 2025-10-11 05:35
Strathcona Resources terminated its takeover bid for MEG Energy, days after rival Cenovus Energy upped its offer to buy out the Canadian oil-sands producer and changed the terms of their standstill ag... ...
Is Canadian Natural the Oil Sands Name to Own Right Now?
ZACKS· 2025-10-06 20:40
Key Takeaways Canadian Natural's oil sands output rose 13% in Q2 2025, reaching 464,000 barrels per day.Stable, low-decline assets and cost efficiencies underpin CNQ's resilient production base.Strong free cash flow and balance sheet support reinvestment in growth and upgrading projects.Canadian Natural Resources Limited ((CNQ) continues to demonstrate the strength of its Oil Sands Mining & Upgrading operations, underscoring the reliability that anchors its broader production profile. In the last reported q ...
Greenfire Resources (GFR) Falls Following Rating Downgrade
Yahoo Finance· 2025-09-27 00:02
The share price of Greenfire Resources Ltd. (NYSE:GFR) fell by 6.02% between September 18 and September 25, 2025, putting it among the Energy Stocks that Lost the Most This Week. Greenfire Resources (GFR) Falls Following Rating Downgrade Greenfire Resources Ltd. (NYSE:GFR) is an oil sands producer that is actively developing its long-life and low-decline thermal oil assets in the Athabasca region of Alberta, Canada. Greenfire Resources Ltd. (NYSE:GFR) took a hit after BMO Capital analyst Tariq Saad down ...
Cenovus CEO defends MEG Energy bid, which is 'fair and final'
Reuters· 2025-09-20 01:28
The CEO of Canada's Cenovus Energy pushed back on Friday against criticisms of his company's bid for rival oil sands producer MEG Energy , telling Reuters the offer is fair and final. ...
Cenovus hikes bid for MEG Energy to C$28.44 per share
Reuters· 2025-09-19 06:41
Cenovus Energy said on Thursday it has raised its takeover offer for MEG Energy to C$28.44 per share from C$27.25, intensifying a months-long bidding war for the Canadian oil sands producer. ...