2D·

That's why I let my derivative run!

Despite production cuts in the Middle East, there are still very good prospects for$TTE (+1,48 %)

The French have the lowest production costs of the five major western oil producers (which also include Exxon, Chevron, BP and Shell). In addition, the company is very well positioned in renewable energies, which are also benefiting indirectly from the sharp rise in oil and gas prices.

9 Comentarios

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

Team $AKRBP. Production costs of 6-7$/barrel! That is the market leader in the western world. Only on the Arabian Peninsula is production cheaper.🤷🏼‍♂️

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Dividendenopi👴@Dividendenopi

@Get_Rich_or_Die_Tryin absolutely great place, was too expensive for me at the end of 23 and I opted for $VAR and forgot it on the watchlist 😪

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S.A.U.@SAUgut777

@Get_Rich_or_Die_Tryin I just checked and they are (as of last count) at 7-8$ per barrel, which is really great.

$VAR was ~$10 in Q4 2025 and $11.10 per barrel for the year 2025...

...I also think that's completely ok

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Stocktective@Stocktective

I opted for $EOG last year, as it has the lowest lifting costs and a very good breakeven, and its growth is/was one of the strongest in the sector, but the dividend is rather "low".
$AKRBP but they are also very efficient in lifting and the breakeven is even better, as well as an attractive dividend.

I actually wanted to pick up some more oil, but was too late now I'm waiting, but Aker will be in my WL, fits quite well as no US and good dividend.

$TTE Aker is relatively high in lifting costs, but they can make up for it in other ways, but they are already well behind $EOG $AKRBP, probably pretty much on the same level as heavyweights $CVX and $XOM

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Chris@Multibagger

@Stocktective I don't want to hold it as a long-term dividend stock. I would find a few 100% with the derivative completely sufficient😂

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Peter B.@Dedp00l

My choice was $CNQ . I loaded as many as I can afford 5 months ago. From what I read their break even oil price is around 35$-40$. The downside is that they have 15% withholding dividend tax.

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fund_manager_2787@fund_manager_2787

I have also invested in $TTE and in $COP. Do you think it would make sense to switch COP to TTE. Please give me your opinion? Lg

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Chris@Multibagger

@fund_manager_2787 I can't tell you, but I think $TTE is cheaper. Technically, they both look good. $TTE broke through €73 today. If they close above that, I could also imagine €80. You might also take another look at $AKRBP, which has already been mentioned here

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fund_manager_2787@fund_manager_2787

@Multibagger Dankeschön

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