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Equal Energy Ltd EQU



NYSE:EQU - Post by User

Comment by bakken13on Nov 03, 2012 8:59am
120 Views
Post# 20558258

RE: Dividend stock

RE: Dividend stock

I was just reading Nawar's seekingalpha report, and it appears I have to adjust my numbers.

Nawar said that Hunton will require $35 million of sustaining capex per year.

So that made me go back to Equal's numbers and go through them again.

Using the most optomistic numbers for today, I come up with a cash flow netback of $12. So on 7800 boed, that would be $34 million annually.

So I guess I have to ask, where is the money to pay a dividend?

And before everyone jumps down my throat calling me a basher, try answering the question.

I am always looking for new dividend opportunities, and EQU looks promising if we can get NGLs back up in price, but today the numbers simply don't seem to work.

I know the reserves are worth more than the share price, but EQU has been touted as a dividend play.

Please show me where I am wrong. Thanks for any help provided.

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