Bruce Campbell (2)Cavvy EnergyCVVY.TOBUY ON WEAKNESSJul 17, 2026
Under the radar because of its size. Great catalyst via exploration. Byproduct is sulpher, which is in fairly significant demand for manufacturing. A lot of sulpher comes out of the Middle East, so supply has been constrained, yet demand continues to go up.
Low-decline natural gas assets and 3 processing facilities. Splits product into normal nat gas, sour nat gas, and sulpher (10% of Canada's supply, with many industrial applications).
Restructured debt to bring down cost of financing. No dividend.
Under the radar because of its size. Great catalyst via exploration. Byproduct is sulpher, which is in fairly significant demand for manufacturing. A lot of sulpher comes out of the Middle East, so supply has been constrained, yet demand continues to go up.