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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

Post by Sumcan2on Dec 04, 2014 7:07pm
251 Views
Post# 23197430

Cost per Barrell

Cost per Barrell


From Sept 30 2014, Management's Discussion and Analysis, page 15 and 16
Operating costs are expected to average $13.50/Boe for 2014
G and A expense expected to average $2.80/Boe
Depletion rate for 2014  $20.70/Boe. Costs accociated with the development of oil properties to replace depleted oil, which I assume is the CapEx. Is tha correct to assume?
From page 26, G&A is $3.92
Interst $2.36
Transortation costs $1.65
Royalties $6.05

When I use $3.92 instead of $2.80 for G&A the total cost per Boe comes out to $48.18
I estimate that the cost of the dividend is an additional $5.86 so total is now $54.04
I would like them to come out and say they are going to suspend the dividend till prices go back to say $75/Barrell and build a cash balance of 10% of their net debt. for a cushion.
The CEO William Andrew has 417000 shares and a director John Brussa holds 839,841

Now  do they sell at WTI or WCS?

I welcome any comments








 

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