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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 Froyalmac09on Apr 17, 2015 1:59pm
331 Views
Post# 23641346

Just looking at Numbers

Just looking at NumbersCompany has enterprise value of $780 M and has daily production of 33,000.  

This equates to a value per barrel of $24,000.  Is this not dirt cheap even with oil at $70 CAD a barrel?

They should generate $200 M free cashflow, which would indicate that based on Market Cap is less than 1 times and on debt level 3 to 1 based on current price.

I wonder also if they can sell a royalty stream similar to PWT.  I would think that this company would be less risky to the royalty company than PWT.

I must be missing something.
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