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GFR
Greenfire Resources Ltd.·Oil & Gas E&P·US
Greenfire Resources Ltd., together with its subsidiaries, engages in the exploration, development, and operation of oil and gas properties in the Athabasca oil sands region of Alberta, Canada. The com...
3 Total2 External1 In-site
GFRGFR
2026-03-30⛽ EnergyPitch
Externalby holly23 · Other
holly23 on GFR (GFR)
公司名称：Greenfire Resources Ltd.
详细生意模式：加拿大
护城河：油砂生产商，Waterous控制。30K bbl/d产能 vs 16K当前。C$15K/flowing bbl成本。
估值水平：🟢强
EV/Market Cap：EBITDA $187.6M, Debt $6.1M
网络观点：WEF控制提供资本确定性，"钻井至充满"路径明确。
AI观点：非对称上升机会——C$15K vs C$50K市场价值显示成本优势。$187.6M EBITDA配合$6.1M债务显示财务纪律。关键风险：油价下跌。
原文日期：2026-02-01
作者简介：加拿大能源价值投资者
GFRGreenfire Resources
2026-02-12⛽ EnergyLong
Externalby Nugget Capital Partners · Substack
Top oil pick for 2026
Top oil pick for 2026, up 22% YTD. Author pleased with outcomes of most predictions.