$CVE is sitting on $35.9B in revenue but slapping out 7.9% net margins—pathetic for an oil boom. When Brent hits $120 and you're still scraping single digits, the math is broken. Energy sector-wide can't translate crude rallies into actual profits; cost inflation is eating margins while capital discipline strangles growth. The rally is mirage. Show me execution, not commodity tailwinds.

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