posted July 07, 2022 11:05 am by downwithdotcom1
(444)
absolutely AWESOME earnings potential going forward-surely CR will be booking similar hedges?? i copied these hedges going from NOV22 into MAR23 see below... 10000 MMBtu/d $ 10
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posted July 06, 2022 11:13 pm by Oldnagger
(2284)
Link taken from the PIPE board (thx VeritasVern) https://seekingalpha.com/article/4518971-screening-energy-stocks-from-the-montney-resource-play-canada-best-picks
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posted July 06, 2022 05:17 pm by Oldnagger
(2284)
Crude demand will be hit about 4-5 times harder than nat gas production. That could mean a lot less byproduct nat gas. Crew with Groundbirch will be there to fill the void
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posted July 06, 2022 03:37 pm by Oldnagger
(2284)
Europe is seriously considering natural gas as being green. Would Canada feel obliged to follow suit ?? https://oilprice.com/Energy/Natural-Gas/EU-Considers-Controversial-Green-Status-Proposal-For
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posted July 06, 2022 12:01 pm by gonatgasgo
(497)
When your sector is out of favour and you own one of the most volatile name in the sector, you get a drop of 40% in less than a month.
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posted July 06, 2022 03:46 am by Oldnagger
(2284)
From page 1 of the presentation , their distant tax horizon at 1.2 billion is greater than the enterprise value at 1.1 billion. Crew is ridiculously cheap !!
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posted July 05, 2022 09:53 pm by gonatgasgo
(497)
The July presentation is on their website. From memory, I am not sure if there is anything different other than a couple of pages showing US natural gas inventories.
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posted July 05, 2022 05:49 pm by Oldnagger
(2284)
This is why our future looks so good, continuing investment will eventually bring our commodity prices to World Scale https://www.bnnbloomberg.ca/brookfield-owned-inter-pipeline-starts-production
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posted July 05, 2022 08:11 am by Volkomm
(104)
Pine Cliff is a straight dry gas producer that is setup as a dividend machine. They target "older" fields but their decline rate is very low, Only thing with them is they have some very
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posted July 04, 2022 11:59 pm by Cheadle12
(441)
Crew needs to pay off its debt. This year? Debt needs to be around $150M for the size of the company. Grow production to 40,000 boepd with that level of debt & it's an $8-10
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posted July 04, 2022 06:19 pm by gonatgasgo
(497)
Pine Cliff is debt free. Has a dividend yield of 6.5%. The stock is up 126% ytd. Crew has >$300M debt. Dividend yield of 0% and the stock is up 70% ytd. To be honest, I do not
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posted July 04, 2022 06:11 pm by gonatgasgo
(497)
Is it good news or bad news? He still has a target of $7.50 https://www.marketbeat.com/instant-alerts/tse-cr-a-buy-or-sell-right-now-2022-07/ Stifel Nicolaus Trims Crew Energy (TSE:CR
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posted July 04, 2022 05:19 pm by CashFlowADay
(10)
Well Arx and 7 Gens managed to hedge condensate for around 36 months out, maybe their extremely low price warranted a special one time exemption
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posted July 04, 2022 05:17 pm by gonatgasgo
(497)
Thanks for sharing down.com. I think Dale said in a presentation that it is hard to hedge Condensate beyond 6 months. I am ok if there is little hedged there. I am still looking forward for
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posted July 04, 2022 05:12 pm by Henryviii
(35)
Nice jump on the canadian market today. now lets see what happens with the american market opens tomorrow.would be nice to see another increase in price and natural gas prices move up instead of down.
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posted July 04, 2022 10:26 am by downwithdotcom1
(444)
at least their C5+ hedges went up another $12 to $97 on 1k bbls/day as of july 1st and with only 25 % hedged till year end i suspect they will be rolling into new 2023 hedge positions soon. AT THESE
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posted July 04, 2022 08:29 am by BigJake
(158)
The fact that WCP was able to do this as an all debt deal is very positive, access to capital may be getting better for some companies at least
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posted July 03, 2022 03:03 pm by gonatgasgo
(497)
Scotia Bank compared the characterists of XTO to a number of small and mid cap stocks in the Montney. https://twitter.com/garquake/status/1542128216164503557/photo/2 Interesting. Crew seems
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posted July 02, 2022 11:13 am by Oldnagger
(2284)
Particular attention should be paid to the paucity of tier 1 drilling sites remaining in the US shale basins, then contrast that to the huge number of drilling sites (over 3000 ) belonging to Crew
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posted June 30, 2022 10:16 pm by Oldnagger
(2284)
Hopefully, this will cheer you up. Have a great weekend !Q https://blog.gorozen.com/blog/running-out-of-spare-oil-capacity
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