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Veren Inc T.VRN

Alternate Symbol(s):  VRN

Veren Inc. is a Canada-based oil producer with assets in central Alberta and southeast and southwest Saskatchewan. The principal activities of the Company are acquiring, developing and holding interests in petroleum and natural gas properties and assets related thereto through a general partnership and wholly owned subsidiaries. Its core operational areas include Kaybob Duvernay and Alberta Montney, Shaunavon and Viewfield Bakken. Its Kaybob Duvernay is situated in the heart of the condensate rich fairway, Central Alberta, which provides low risk drilling inventory. Its Alberta Montney assets sit adjacent to its Kaybob Duvernay lands, possessing similar resource characteristics including pay thickness and permeability in the volatile oil fairway of the reservoir. Its Shaunavon resource play is located in southwest Saskatchewan. The Viewfield Bakken light oil pool is located in Saskatchewan.


TSX:VRN - Post by User

Bullboard Posts
Post by cenderon Feb 15, 2016 4:04pm
829 Views
Post# 24559864

$4.5 BILLION debt against 2016 revenue of $1.6 billion

$4.5 BILLION debt against 2016 revenue of $1.6 billionwho are these guys kidding ?   not only should the divy be gone they need to think about selling half the business just to survive , time is not your friend here as the last of the hedges run out ... they might get close to $3 billion for 60,000 barrels of the best assets priced at $50k /flowing  then  the debt becomes sustainable .  


The problem is not temporary as anyone who bothers to read quarterly reports knows , almost every producer is reporting 'better than expected' drilling results , technology is basically killing pricing power as the oil  flows from shale like never before using longer horizontals ,higher pressure fracs and highly accurate 3D seismic. It is not just contained to north america  .
Prudent management would plan for multi year sub-40 oil price .
Bullboard Posts