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Research Alert: Wcp Q1: Strong Production, Netback, Operating Costs & Funds Flow Per Share

作者

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

WCP reported Q1 2026 production of 391,416 boe/d, exceeding budget by ~19,000 boe/d and representing 119% growth versus Q1 2025 due to Veren's impact. Funds flow grew to CAD1,025.3M, with a 12% per-share increase to CAD0.84, while operating expenses declined 11% to CAD12.02/boe and operating netback expanded to CAD35.23/boe from CAD34.21/boe. This high quality quarter demonstrated the synergistic benefits of the Veren integration, with production outperforming expectations and operational costs declining. Management raised 2026 production guidance by 7,500 boe/d to 378,000-382,000 boe/d while maintaining the CAD2.0B-CAD2.1B capital budget. Based on current strip pricing, the company expects to reduce year-end 2026 net debt by more than CAD1.0B versus year-end 2025, targeting a net debt to funds flow ratio of 0.5x from current 0.8x. Strong operational performance across both divisions and effective capital deployment reinforces successful Veren merger execution.

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