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Bullboard - Stock Discussion Forum Zargon Oil & Gas Ltd ZARFF

Zargon Oil & Gas Ltd is a producer of oil and gas. It is engaged in the exploration, development, and production of oil and natural gas in Canada and the United States. The company works on three phases of oil reservoir exploitation which include Primary recovery, Waterflood recovery, and Tertiary recovery. Its portfolio includes Alberta plains north, Alberta plains south and Williston basin... see more

Bullboard (GREY:ZARFF)

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Comment by pppon Nov 06, 2018 9:36am

RE:ZAR can sell nat gas assets (AECO at C$2.50) & RF the notes

ZAR can refinance its convertible notes in early 2019 and replace them with new notes maturing in 2021 (if it does not want to convert these notes into shares), so it can buy time this way. You ...more  
Post by stockfyon Nov 06, 2018 9:08am

ZAR can sell nat gas assets (AECO at C$2.50) & RF the notes

Some posters here are novice investors without understanding the basics in the sector. Don't let these posters/sellers who sell because ZAR is a tax loss selling candidate cloud your judgement.  ...more  
Post by stockfyon Nov 06, 2018 5:20am

ZAR can sell nat gas assets (AECO at C$2.50) & RF the notes

I see some cluless posts on this board that show that some posters are novice investors without understanding the basics in the sector. First ZAR's debt is not bank debt, ZAR's debt is in ...more  
Comment by pablo87on Nov 05, 2018 10:39am

RE:RE:RE:what a laugh

You could say that about most BoDs, look at the value destruction at Altagas now THAT there is a top notch BoD. But the point is well taken, that's an easy SG&A to cut - reduce to 3 directors, ...more  
Comment by pppon Nov 04, 2018 10:41pm

RE:RE:what a laugh

All I see is 6 directors just about a mil Gand A and F all to show for it. These guys been milking this cow long enough. Any one holding shares is a fool, Debentures trading at 50 cents on the dollar ...more  
Comment by pablo87on Nov 04, 2018 9:01pm

RE:RE:RE:RE:RE:RE:RE:ZAR's US financing

You may be right. Personally I would like to see it in Q3 or Q4 in order for WCS to recover  - an earlier conversion is beneficial to debentureholders IMO. Let's see what happens with the US ...more  
Comment by pablo87on Nov 04, 2018 8:49pm

RE:what a laugh

Every independent oil stock has tanked with WCS.  Main culprits are the big integrated Canadian oil companies -  they don't care if local WCS prices are low because a) they have ...more  
Comment by rad10on Nov 04, 2018 8:17pm

RE:RE:RE:RE:RE:RE:ZAR's US financing

They wont make it to December 2019. They will make a recapitalisation proposal early next year. Shareholders wiped out / diluted into oblivion hence the insider selling en masse. maybe shareholders ...more  
Comment by pablo87on Nov 04, 2018 8:11pm

RE:RE:RE:RE:RE:ZAR's US financing

Yes this is the most likely scenario IMO.  But there are other scenarios of course. Please understand that these debentures are not "debt" in the traditional sense. This was a ...more  
Comment by Philbert77on Nov 03, 2018 11:32pm

RE:RE:RE:RE:ZAR's US financing

So the financing allows them to pay the distributions on the debentures until they can convert them in Dec 2019? Then all the debenture holders get stuck with stock and hope that the company can be ...more  
Comment by pablo87on Nov 03, 2018 8:16pm

RE:RE:RE:ZAR's US financing

Receivership/bankruptcy.  Which was a possibility before the financing but now unlikely since on Dec 31, 2019, Zargon has option to convert debentures into shares so that "debt" goes ...more  
Comment by Philbert77on Nov 03, 2018 4:01pm

RE:RE:ZAR's US financing

Can you expand on that idea - "debt recovery play"? What does that mean?
Comment by rad10on Nov 03, 2018 10:57am

RE:ZAR's US financing

yeah only the ND property has value in this environment. Fact is debentures will own this next year. I am not thrilled about that prospect but we could get 25 - 40 million in recovery value out of it. ...more  
Post by stockfyon Nov 03, 2018 3:59am

ZAR's US financing

ZAR receives great pricing for its North Dakota properties.  Their oil in Bakken is sold with zero differentials and their property has zero decline rate, contact ZAR to verify. So they will use ...more  
Comment by pppon Nov 02, 2018 10:10pm

RE:RE:RE:what a laugh

Actually they are not going to spend it on drilling they need it to keep the lights on. they are on the ropes here. I dont tink they can even pay the debenture interest.  As far as I am ...more  
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