Company report

Canadian Oil Sands corporate report

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Report summary

Canadian Oil Sands (COS) is a single asset pure play oil sands venture focused on optimizing value from it's 36.7% stake in the Syncrude mining project. The company's business model is to distribute free cash flow to shareholders through dividends and if conditions permit to grow the asset and in turn the business. But owing to their unhedged pure play status COS has been hit hard by the oil price downturn forcing the company into outright survival mode.

What's included

This report contains

  • Document

    Canadian Oil Sands Corporate Report.xls

    XLS 3.07 MB

  • Document

    Canadian Oil Sands corporate report

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  • Document

    Canadian Oil Sands corporate report

    PDF 359.42 KB

Table of contents

  • Executive summary
    • Strategic positioning as oil price collapsed
    • Strategic action to date
    • Impact on the financial outlook
    • Impact on key performance metrics
    • Improving operational performance is critical to near-term financial health
    • Large technical resource base presents significant upside at a higher oil price
    • Wood Mackenzie Corporate Service: our response to low oil prices
    • Economic assumptions

Tables and charts

This report includes 21 images and tables including:

Images

  • Post oil price crash relative share price performance
  • Premium / discount to WM base-case
  • Projected capital expenditure
  • Reduction in quarterly dividend
  • Evolution of Brent cash flow breakeven prices
  • Evolution of upstream development cash flow
  • Projected company liquidity
  • Evolution of net debt
  • Wood Mackenzie forecast total production
  • NPV before and after oil price collapse
  • Long term operational stability and the impact on production volume
  • Syncrude gross long term production profile
  • Composition of Syncrude's gross SCO reserves
  • Base price assumptions (norminal terms)
  • Base, high and low Brent (nominal terms)

Tables

  • Executive summary: Table 1
  • Base price assumptions (norminal terms)
  • High price assumptions
  • Low price assumptions
  • Value assumptions
  • Foreign exchange rate assumptions

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