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CJ.TO · Cardinal Energy 12.51 CAD -0.02 (-0.16%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-JUL-16 · Cole Smead · Trevor Rose (YouTube podcast — Calgary; recorded in person, Jul 10) · Neutralinsight · ▶ 49:56 · source page ↗10.83 CAD

In short: Not owned. Its smaller Saskatchewan SAGD asset is "interesting and attractive," but you'd have to buy all the scattered, sub-scale legacy Alberta conventional assets to get it. Would be "pretty interested" if Cardinal spun or sold the SAGD piece.

49:56So, it's like cool, yeah, Cardinal's there. Cardinal has a smaller SAGD project. Cardinal's main problem, we don't own it, is that they have these other legacy assets in Alberta that are all across the map and there's not that much scale in those either. Do I think Cardinal SAGD assets are interesting and attractive? Yeah.

SOD 10.83 CAD

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.