Seven Generations Energy Ltd. class A common shares T.VII

WTI Pricing

[MyHoneyPot]

Vii Generations sells condesate at a premium to WTI, and the WTI prices in alberta are pretty Bad. I wonder if they could get some pipeline space and sell their condensate in the United States, it is a premium product. 

This is way oversold in my opinion, when i look at TOU - Tou is a good company. VII generations is in the absolute sweet spot of the montney. 

I am expecting much better performance, not to mention all the markets they are selling gas into are looking strong. I am hoping they exit around 240,000 boe.

The gas stocks like TOU when up today and the liquids stock with a high gas weighting went down. 

Tell the world TOU wants to become more like VII generations. 

IMHO

[dalerules88]

They all wanted to be like VII when it comes to liquids, not just TOU. As far as comparing TOU to VII (and others) I don't know how much gas TOU sells and where, but PEY sells mostly AECO, AAV is spread even, and PONY is also largely AECO, aside from their other deals, so IMO VII has the best dry gas  marketing strategy of them all. As for the condensate, I don't think VII can get

[retiredengexec]

First off let's discuss WTI. Seems to have hit resistance at 60.60. Opec is meeting this weekend. hands up who thinks that they will allow a repeat of 2014?  I'd say 70/30 that they will cut back, but who knows what strings Trump has.  Even if WTI stays flat, the Condy price should move up to the 70's. On Q4 production, they are aonly tieing in 15 wells, so they are

[dalerules88]

On the hedges, With respect to liquids, with WTI pulling back, wouldn't the unrealized, as well as the realized heding losses drop into Q4 and going forward, as the older hedges roll off and WTI gets depressed? The reduction of the realized portion of hedging losses going from Q3 to Q4 would then increase the CF and FCF, no? If that's righ, then that could be another few million bucks not

[dalerules88]

on the gas hedges front, from Q3 report, 260MMbtu/d is hedged, so about 55% of Q3 equivalent production, so with the recent price increases, Q4 would be about a wash ...