Cenovus: The Market Undervalues The Company [Seeking Alpha]
Cenovus Energy Inc (CVE)
Last cenovus energy inc earnings: 4/29 06:00 am
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Source: Seeking Alpha
Summary In my previous articles about Cenovus Energy (NYSE: CVE ), I have assessed the Deep Basin assets and the oil sands operations. In this article, I value the whole company, taking into account these assets, the debt, and the midstream operations. Due to the C$17.7 billion acquisition last year, the company has increased its leverage. But with the cash generation from the oil sands assets, management plans to return to a safer debt profile. I consider the midstream assets as a natural hedge against the WTI-WCS spread. Taking all these elements together, I value the equity of the company at about C$22 billion. Image source: ElMelindo by Flickr All the numbers in the article (including slides) are in Canadian dollars unless otherwise noted. Managing the debt Following the C$17.7 billion acquisition of assets from ConocoPhillips (NYSE: COP ) last year, the company increased its net debt. We can see in the table below the impact
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News
- Is Cenovus Energy (TSX:CVE) Still Attractive After Its Recent 22% One Year Share Price Gain [Yahoo! Finance Canada]Yahoo! Finance Canada
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- Energy rebound and defence rally drive TSX and wall street rotation [Wealth Professional (Canada)]Wealth Professional
CVE
Earnings
- 10/31/25 - Beat
CVE
Sec Filings
- 1/5/26 - Form 25-NSE
- 12/11/25 - Form 6-K
- 12/1/25 - Form 6-K
- CVE's page on the SEC website