Whitecap Resources (WCP) in McElvaine Value Fund 2020 Q4

Carbon Sequestration and Strategic Growth Opportunities

Jul 09, 2025

Summary

Investment rationale: Unique position as a negative carbon emitter.
Market positioning: Oil and gas producer with carbon sequestration capabilities.
Risks and challenges: Fluctuating oil prices and regulatory changes.
Recent performance: Acquisition of TORC Oil and strategic positioning in carbon management.
Future outlook: Potential growth in hydrogen and carbon management sectors.

Whitecap Resources (WCP, Financial) was a notable holding in the McElvaine Value Fund 2020 Q4, representing 4.8% of net assets. The fund manager, Tim McElvaine, highlighted Whitecap's unique position as a negative carbon emitter, emphasizing its potential in the growing hydrogen and carbon management sectors.

"WCP is unique among O&G producers as it actually sequesters more carbon than it produces, a negative emitter so to speak. While the market does not really focus nor value this aspect of WCP, I think it is a hidden asset." — Tim McElvaine, McElvaine Value Fund, Q4 2020 Fund Letter

Read full letter at gurufocus McElvaine Value Fund 2020 Q4 page.

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