Bonterra Energy Corp T.BNE

@ the Bell: TSX joins North American markets in the red

[TheRexmember]

I think Ricochet would essentially be a merger of equals, so quite a bit of stock would have to be issued. Entrada would be bite sized and they bring a lot of Willy Green land.  I am ok with

[kavern23]

Market should be rewarding growth if it is profitable. BNE could afford a divy instantly if they could get Ricochet using share equity. Entrada lost alot of leverage this fall versus last fall when

[kavern23]

Rex, it better not be Entrada first...I maybe buy shares if BNE did get Ricochet. Biggest reason being getting oily for next 6-8 months is right move if a deal can be had. Ricochet is like 74% oil and

[TheRexmember]

Nice tidbits on drilling two mile wells in 8 days, using new dart system for fracking and the halo cardium aerial extant is growing substantially.  Maybe more growth available there in the

[TheRexmember]

I was impressed with the market action on OBE stock price. Thats the first decent reaction I have seen to a growth plan in quite a while.  maybe BTE wont be buying them for a while, lol. 

[TheRexmember]

I like the idea Kavern. Agreed that Ricochet is the most logical bigger target. I think the management teams are on the same page - and the acreage fits like a glove. They dominate the northern

[Jon Brown]

Canada’s main stock index closed lower on Tuesday, as U.S. Treasury yields reached multi-year highs on bets interest rates stay elevated. read article.

[kavern23]

Crazy to think how size matters so much right now. First it was OBE signalling have to get to 50k now BNE with wanting to be over 20k.   I have too agree with them, in this market the large

[kavern23]

Ricochet sure fits the profile of a 10,000 BOE producer profile. I wonder if Ricochet drilling sucess since buying that land will make a deal more tricky if was mutual interest. I ran Ricochet

[Jon Brown]

The TSX extended or broke its losing steak to five days, weighed down by material stocks as metals prices struggled against a stronger dollar read article.

[Jon Brown]

Fall officially starts this weekend and with it comes the annual rush of business activity, you need look no further than our own Bullboards. read article.

[TheRexmember]

The only things I would add to your note  1. they addressed possibly divesting the Montney asset if it makes sense to do so. That could be very material to bne - 100 million plus with a bit of

[TheRexmember]

Nice work, nice summary. I couldn't do that without 30 typos lol. 

[Resilience2]

Here's the link Peter & Co link, some juicy parts:   https://bonterraenergy.com/investors/#presentations-and-events Go down to 18 Sept. A couple of comments I found interesting

[TheRexmember]

I don't disagree. Wouldn't mind a little dividend but the wall of cash coming is so huge they could buy back 10+ million shares and still reduce debt.  and it also grows production per

[CashFlowADay]

If you think Oil will average $85 or higher for 1-3 years, this will outperform 97% of the market.    It is as simple as that.

[Rational43]

I hope they cancel all talk of a dividend and start using FCF to buyback shares at 2 x CF, for as long as the market gives it to them.   If you don't know why, check out the share price

[Flush11]

decent slide dec on the Montney included this time. Seems to be some ongoing debate elsewhere on when the dividend is restarted Q4 or Q1 2024. All of the older news releases and presentations say the