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Posted by
Two Blokes Jul 26 -
Filed in
Stock
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3 views
Whitecap's merger with Veren is progressing well, delivering strong Q2 results and beating analyst estimates. The company offers a compelling double-digit free cash flow yield, underpinned by robust synergy savings and disciplined capital allocation, even at conservative commodity prices. Bull case scenarios suggest significant upside if oil prices rise or further synergies and LNG exposure are realized, while downside is well protected by prudent hedging and low leverage.
