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Long Run Explor Ltd Ord WFREF

"Long Run Exploration Ltd is engaged in the development, exploration and production of oil and natural gas in western Canada."


GREY:WFREF - Post by User

Comment by pppon Nov 29, 2014 10:19am
236 Views
Post# 23176890

RE:RE:RE:RE:RE:RE:1+1=3

RE:RE:RE:RE:RE:RE:1+1=3I very much doubt oil rallies back to 80 in 3m heck not even the so called summer driving season in 2015. As for LRE, first things first - eliminate the dividend however in my analysis even that won't save them as they need 95-100 oil.

Give me a break.  They only received 84 can for their oil last quarter.

Total rev for the quarter was 167 mil before royalties.
expenses uncludes pro trans interest Gand A ect
63 mil
Div 18 mil.

total 81 mil


Production 34 750 per day x 90 3.127 m bbls per quarter
These guys are 50 % gas  17,375 bbls 1.563 per quarter

Means oil Rev was  131 mil at 84 can  and gas was 36 mil 

So lets drop oil to 55 us or 62 can x 1.563mil bbls
Oil rev 96.9 mil

total rev 132 mil per quarter more than enough to cover 81 mil expenses

 
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