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Chinook Energy Inc. Common CNKEF



GREY:CNKEF - Post by User

Post by stockfyon Aug 11, 2017 2:31am
154 Views
Post# 26569626

Raymond James, and their bullish calls BBI and DEE

Raymond James, and their bullish calls BBI and DEERaymond James has been touting Delphi (DEE) and Blackbird (BBI) since late 2016. See their performance and more importantly the FACTS a.k.a. the corporate developments during the last 12 months.

BBI: See the absolute fiasco. ZERO production to-date, many failures with the wells, the STAGE completion method is a joke, many dark points and many unanswered questions that have not been clarified publicly. See press releases below.

DEE: A highly leveraged Montney play (its leverage is 3 times!), very expensive debt at 10% interest rate, limited liquidity, very high operating cost per boe that is about $16 per boe (including the interest expenses) and the most expensive Montney wells at the Montney space. DEE's  Montney wells cost more than $7.5  million each!

All know that expensive wells for junior producers who have limited liquidity and severe debt problems is a recipe for disaster, underperformance or bankruptcy:

" In 2016, Delphi Energy continued the trend of reducing drill and completion costs for its horizontal Montney wells at Bigstone reporting a record low gross average of $7.5 million per well compared to $8.1 million per well in 2015, and $10.4 million in 2014. "





Blackbird Energy Inc. Provides Operations Update Regarding Its Previous Completion Programs, Its Planned Capital Program at Pipestone and the Roll-Out of Stage Completions

CALGARY, ALBERTA--(Marketwired - May 18, 2017) - Blackbird Energy Inc. ("Blackbird" or the "Company") (TSX VENTURE:BBI) is pleased to provide an operations update regarding its previous completion programs, its planned fiscal 2017 / 2018 capital program at Pipestone and Stage Completions Inc.'s ("Stage") commercial roll-out, a company in which Blackbird owns a 10% minority interest.

Completions Update

In late 2016 and early 2017, Blackbird drilled and completed its 102/2-20, 3-28 and 2-20/11-9 Pipestone wells (the "Wells") using the Stage Bowhead II fracturing system (the "Stage System"). The 102/2-20 well began production and clean-up on February 4, 2017 and was shut-in due to a third-party plant closure on February 12, 2017. After being shut-in for approximately 29 days, the 102/2-20 well resumed production and clean-up on March 13, 2017. During this secondary period of clean-up and the production of natural gas and condensate, in late April, 2017 it was determined that the 102/2-20 well was not producing at levels consistent with management's expectation.

Thereafter, Blackbird performed a camera run within the wellbore in order to determine the reason for the 102/2-20 well's production level. After successful collet engagement and fracturing of the initial stages of the wellbore, the camera run indicated that erosion damage to the landing shoulder of the valve profile prevented proper collet engagement and full sleeve opening in the later stages of the wellbore.

Subsequent to the 102/2-20 analysis, Blackbird performed a similar camera run in its 3-28 well, which has not yet been tied-in or production tested. The results of this camera run confirmed similar metal fatigue, erosion, collet engagement and sleeve opening issues as in the 102/2-20 well.

With certain Stage System sleeves remaining in the closed position during pressure pumping operations Blackbird was unable to fracture the Montney reservoir across the entire lateral length of the wellbores.

A camera run has not yet been performed on the 2-20/11-9 well; however, management believes that this well also experienced similar issues as the 102/2-20 and 3-28 wells. The 2-20/11-9 well has not yet been tied-in or production tested. 

Stage has advised Blackbird that the issues experienced in the 102/2-20 and 3-28 wells are isolated to the Generation 3 L80 114.3mm (4.5 inch) valve system. Further modeling by Stage has shown increased erosional effects on the sleeve at higher pump rates. Stage also advises that a recent frac stimulation performed by a third party, pumped at lower rates, has shown no erosional damage.

Based on the information obtained from Blackbird's wells, Stage has advised Blackbird that a revised internal sleeve has been engineered using an enhanced 8620 carburized material and tungsten reinforced valve profile. The Stage System with this 8620 carburized material has been successfully utilized by third parties in numerous formations in North America. The 8620 carburized material is significantly more durable compared to the existing L80 material used in the collets and sleeves deployed in the Wells. Stage and Blackbird expect that this increased durability will significantly reduce any erosion of key components of the profile and allow for positive collet engagement and the successful opening of the sleeves throughout future wellbores.



Blackbird Denies Unauthorized Payment to Investment Advisor

CALGARY, ALBERTA--(Marketwired - July 13, 2017) - Blackbird Energy Inc. (TSX VENTURE:BBI)("Blackbird" or the "Company") would like to clarify certain statements that appear in an article that was published on July 13, 2017, that alleged, among other things, that in connection with the public offering of common shares by the Company that closed on March 14, 2017 (the "Offering"), an unauthorized payment was made by the Company to an investment advisor. Blackbird denies any improper payment being made to any advisor in connection with the Offering.

Approximately 10 days following the completion of the Offering, the Company did make a payment in the amount of approximately $104,000 to an individual that was involved in the Offering, however, such payment was unrelated to the Offering. The payment to such individual was solely for consulting services provided by such individual to the Company over the course of a three year period plus out-of-pocket expenses incurred by the individual in the provision of such consulting services. Prior to the payment being made, the individual was advised that such payment should be disclosed to his or her investment firm in order to comply with any applicable rules. The payment was also accounted for in the third quarter unaudited condensed interim financial statements of the Company.


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