Sessions on Oil & Gas Macro outlook and trending or on in-depth valuation exercise on a specific company.
2021 Sessions Schedule
Oct 23 - Whitecap Resources
Oct 30 - Crescent Point Energy || Cenovus Energy
Nov 13 - Gear Energy || Surge Energy || ARC Resources
Nov 27 - Whitecap Resources || Birchcliff Energy || Vermilion Energy
Dec 11 - Enerplus Corp. || CNRL || InPlay Oil
2022 Sessions Schedule
Jan 8 - Deep dive into valuation + 2022 outlook for Cenovus Energy
Jan 22 - MEG Energy || Cardinal Energy || i3 Energy
Feb 5 - Baytex Energy || Surge Energy || Pine Cliff Energy
Feb 19 - Whitecap Resources || Peyto || Spartan Delta
Mar 5 - Gran Tierra || PetroTal || Bonterra Energy
Mar 19 - Macro Outlook only
Mar 26 - Paramount Resources || Pipestone Energy || IPCO
Apr 2 - i3 Energy || Serica Energy || Vermilion Energy
Apr 16 - Deep dive into Razor Energy || Wescan Energy
Apr 30 - Macro Outlook
May 7 - Tamarack Valley || Tourmaline Oil || PetroNinja Wells Update
May 21 - Advantage Energy || Crew Energy || Kelt Exploration
Jun 11 - Launching Net Asset Value Calculation Spreadsheet with examples on MEG Energy || Surge Energy
Jun 25 - Nuvista Energy || Ovintiv Inc. || Obsidian Energy
July 9 - Deep dive into 4 junior companies (Prairie Provident, Prospera, Vital Oil, BriChem)
July 16 - Whitecap Resources || Crescent Point Energy || Hemisphere Energy
July 30 - Macro Outlook + US Shale Update
Aug 14 - ROK Resources || Saturn Oil || Petrus Resources
Sep 11 - Pieridae Energy || Parex Resources || Yangarra Resources
Sep 18 - Imperial Oil || Topaz Energy || PrairieSky Royalty
Sep 25 - Headwater Exploration || Rubellite Energy || Kiwetinohk Energy
Oct 2 - Deep dive into 4 junior companies (Tenth Ave Petroleum, Cobra Venture Corp, B-32 Exploration, Astara Energy)
Oct 9 - Deep dive into 4 junior companies (Coelacanth Energy, Avila Energy, TBD, TBD)
Oct 16 - Q3 Preview Special (2-3 minute clips each on overview and latest updates of all companies under coverage list)
Oct 23 - Deep dive into 4 junior companies (Coelacanth Energy, Avila Energy, Southern Energy, Canadian Spirit Resources)
Oct 30 - Macro Outlook
Nov 20 - PetroNinja Wells Update & Technical Review of $SGY assets
2023 Sessions Schedule
Jan 22 - Montney Overview and Companies Discussion
Jan 29 - Macro Outlook Short Update + Deep dive on US Shale (Acreage and well productivity data/discussion for all relevant public + private shale companies)
Feb 5 - White Tundra 2022 Performance Review
Feb 26 - Enhanced Oil Recovery and other methods to increase Field Recovery Factors (Waterflooding, gas injection, CO2 injection, polymer flooding, infill drilling)
Mar 19 - Q4 Earnings Review + Junior Company 2023 Update/Outlook
Mar 26 - Global Offshore O&G Production Overview and Development forecast
Apr 30 - Alaska Oil Production History, Overview, and Future Outlook
May 7 - PetroNinja Wells Update
May 28 - O&G Software and Tools walkthrough (PetroNinja, Vortexa, NoviLabs, Regulator Data, M&A files, Drilling activity etc.)
Jun 17 - Deep dive into 4 junior companies (Lycos Energy, Logan Energy, Pulse Oil, Shamaran Petroleum)
July 16 - 2020-2023 M&A Review
July 23 - Case study on junior growth Canadian E&P’s of the past (Multi-bagger exits + those that didn’t quite make it)
Aug 31 - Prospera Energy Update and PetroNinja Exercise
2024 Sessions Schedule
Jan 28 - Macro Outlook Update + November Top Wells discussion
Feb 4 - Well Logging, Production Operations, Property Evaluation, and Prospect Economic Analysis
Feb 11 - Canadian Oilsands Operating Projects and Future Development Potential
Feb 25 - E&P Infrastructure Valuation (Refineries, Compressor Stations, Oil Batteries, Pipelines, Roads, Gas Stations, Real Estate)
Mar 10 - US Shale Update by company and by county
TBD - Colombia O&G Production Overview + Argentina Vaca Muerta Shale Presentation
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