Added to YB: 2026-05-20
Pitch date: 2026-05-17
SU [neutral]
Suncor Energy Inc.
+0.87%
current return
Author Info
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Company Info
Suncor Energy Inc. operates as an integrated energy company in Canada, the United States, and internationally.
Market Cap
CAD 111.0B
Pitch Price
CAD 94.98
Price Target
N/A
Dividend
2.55%
EV/EBITDA
7.54
P/E
17.92
EV/Sales
2.40
Sector
Oil, Gas and Consumable Fuels
Category
value
OB Bonkers Conkers to Conquer 16th May 2026 - Suncor
SU (update): Elliott +58% stake in 1Q26. 95yr reserves (37B bbls) = $2.32/bbl vs $16+ refining margins 2021-25. Kpler sees structural diesel/jet deficit ahead. IEA forecasts 4.5mb/d Q2 plunge but 82.3mb/d demand (vs 83.2 pre-war), implying Q3/Q4 rebound unlikely given Gulf blockades.
Read full article (1 min)