Close
❮
❯
Enverus Home
docFinder
M&A
Learn More
Videos
About Us
Contact Us
Register
Log In
Username (email)
Password
Remember Me
Forgot Password?
or
Sign Up Now!
New Search*
Back to Results
Note: Only one slide is currently available because you are not currently logged in.
Full Document
Key Slides
Strathcona Resources Ltd
|
April 2024 Corporate Presentation
| Rob Morgan | Page 6 of 11 |
May 15, 2024
Save
Email
Print
View in Results
toolButton
prevButton
nextButton
prevKeyButton
nextKeyButton
prevKeyButton
nextKeyButton
byDateAscButton
byDateDescButton
byCompanyNameAscButton
byCompanyNameDescButton
hidden
hidden
Document:
"April 2024 Corporate Presentation"
View Full Document
×
Search Selection
Search by Text
Search
Search by Slide
Search
Cross reference your docFinder results against PLS' extensive news archives.
For demo or training contact Melwyn Oommen,
melwyn.oommen@drillinginfo.com
Slides may show historical information no longer relevant. All slides to be viewed in context of the entire presentation and time. See
Legal Disclaimer
.
Next 200
First
Previous
Zoom
Next
Last
$1.9 $2.7 $13.6 WEF Equity Invested (C$bn) 9% Equity Issued to Public Debt Outstanding (C$bn) YE 2023 1P PV-10, After-Tax (C$bn) Core Principles 6 Value-Based Investment Strategy with 3 Guiding Principles: ? Compound Long-Term Intrinsic Value Per Share – Short-term market narratives inevitably change (and following the herd is rarely profitable); value per share growth is true north ? Maintain a Margin of Safety – High quality assets (low- breakeven, long reserve life) with established history are the best risk mitigant ? Consolidate Core Areas – Establish a beachhead and then “buy up the block”, taking out costs and improving cost of capital Highly-Aligned Management Team with a Differentiated Culture ? Focus on the Controllables: 100% of management compensation tied to controllable items (not commodity prices or capital markets) ? Foster Accountability and Ownership: Management “buys-in” on same basis as everyone else; rigorous investment look-back analysis ? Plan for Flexibility: Commodity business is volatile, agility is paramount + + = (1) + (2) (1) At YE 2023 reserve evaluator price deck (~US$76/bbl long-term WTI, before inflation). (2) As of 12/31/2023. WEF and Strathcona have built the company using a differentiated investment strategy and management culture Value Creation Since Inception