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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 ElJon Mar 04, 2015 10:51pm
415 Views
Post# 23491612

Q4, 2014 Results

Q4, 2014 Results
We all know that the Oil & Gas sector is struggling and 2014 Year-end Impairment charges will be a very common reporting aspect of many companies..... in the case of Long Run a charge of $300 million after taxes  due to the decline in future commodity price forecasts at December 31, 2014.

Some information extracts that I found interesting in latest report:
  • In response to the depressed commodity price environment, Long Run has adopted a fiscally prudent and conservative current year plan.....Strengthening our balance sheet is our top priority at this time.
     
  • For the first half of 2015, we have hedged approximately 70% of our oil production with an average price floor of WTI US$79.69/Bbl and 55% of our natural gas production with an average price floor of $3.46/GJ. Total hedged volumes for 2015 are now approximately 55% for both oil and natural gas.
     
  • Current production of 36,000 Boe/d (41% liquids) is on target to meet our 2015 production guidance of 32,000 - 33,000 Boe/d (43% liquids).
     
  • Issued $75 million of convertible debentures @ 6.4% interest and convertible at $7.40 per share 
     
  • Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
     
These comments provide strategic context to the Dividend cut to Zero and 2015 Capex reduction from $160 million to $100 million both of which were previously announced.

The company provided just over $80 million cash flow($0.41 per share) and $68.2 million($0.35/share) funds flow in Q4, 2014,

Peace,
Good Decision-making to all,
ElJ

Current production of 36,000 Boe/d (41% liquids) is on target to meet our 2015 production guidance of 32,000 - 33,000 Boe/d (43% liquids).
Current production of 36,000 Boe/d (41% liquids) is on target to meet our 2015 production guidance of 32,000 - 33,000 Boe/d (43% liquids).
Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
Disciplined approach to 2015 is designed to maximize longer term shareholder returns, while prioritizing balance sheet protection.
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