Pine Cliff Energy Ltd T.PNE

Birchcliff video

[TheRexmember]

This is the first time I noticed someone referring to all the new gas plants starting up in Alberta this year. He mentions 2700 megawatts coming online. Roughly 0.5 bcf of new gas demand in alberta this year. The only other place I have seen it is in the PNE presentation. 

Pretty poor interview otherwise. The ceo is crappy at it. He should pay Phil to speak about gas....

https://www.bnnbloomberg.ca/video/natural-gas-is-the-fuel-of-the-future-prices-will-pick-back-up-birchcliff-energy-ceo~2867985

[kavern23]

Rex...the Feb 19th - March 3 weather forecast is lowest amount of heating days...in last 5 years easily. Less than the 2023 winter. Not sure people are grasping how warm this winter is.  Winters are basically a few weeks in dec and jan to get any kind of cold. Europe would have small inventory build yesterday if not for lower LNG to europe right now. The media and anlaysts fooled everybody

[MrT2020]

Winter is over and AECO is over .... enjoy the pain ! enjoy the dividend cut!  

[Flush11]

Hey Kav. the gas curve looks poor until the fall. I have to wonder though if we will have a hot summer. The last few years gas demand has been peaking at higher levels in the summer than ever before. It could reverse prices pretty fast if so. I am not sure what the hedge book looks like or if they hedged 2024 in 2022. They like to make sure they have a big hedge position going into summer . Also

[kavern23]

Flush....they don't share many details on who exactly the lender is of the 3-year term faculty. Years of experience has taught me it is details that companies leave out usually are the most mportant.