Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Birchcliff Energy Ltd T.BIR

Alternate Symbol(s):  BIREF

Birchcliff Energy Ltd. is a Canada-based intermediate oil and natural gas company. The Company is engaged in the exploration for and the development, production and acquisition of oil and gas reserves in Western Canada. The Company’s operations are focused on the Montney/Doig Resource Play in Alberta. Its operations are concentrated in the Peace River Arch area of Alberta. The Company has a 100% working interest in its Pouce Coupe Gas Plant and two oil batteries, as well as various working interests in numerous other gas plants, oil batteries, compressors, facilities and infrastructure. Its Pouce Coupe Gas Plant, which is licensed to process up to 340 million cubic feet per day (MMcf/d) of natural gas, is located in the heart of the Corporation's Montney/Doig Resource Play.


TSX:BIR - Post by User

Bullboard Posts
Post by fergus2on Mar 30, 2014 10:19am
273 Views
Post# 22387177

NG market 2014-2015

NG market 2014-2015I wanted to add one point. I have charted the rig count in the U.S for about 4 years and you know that I follow the storage and the pipeline build outs etc. That's basically the main thrust of my posts on the BIR board. I have a friend who asks me about the NG market from time to time. Whenever I talk of falling rig counts and an aging well demographic his eyes glaze over and I get the feeling he thinks I'm deluded. It is impossible to shake his belief that NG is abundant,  possibly infinite,  and that prices will always remain low. I sometimes wonder why he even asks or that I try to explain it. I think it' s the perception that most people have of this market. Even when I watch BIR go up, I am sometimes of the opinion that this is too good to be true; but that is the effect those other people have on me. I have to be careful that they do not talk me out of my position. In actual fact I believe that BIR is still quite undervalued and so are a lot of other NG companies. If anything, we are now approaching the crisis zone where the decline in drilling combined with older less productive wells will be at its maximum influence. Also remember that in a time of tight supply (in a deregulated industry) the producer  is no longer selling exclusively to a pipeline. Now he has the choice to sell it to industrial users, LDC’s (local distribution companies), marketers, pipelines and utilities. This gives NG producers quite a bit of pricing power. But in spite of what I say a lot of people will be slow to appreciate this changing situation.


Bullboard Posts