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Baytex Energy Corp T.BTE

Alternate Symbol(s):  BTE

Baytex Energy Corp. is a Canada-based energy company. The Company is engaged in the acquisition, development and production of crude oil and natural gas in the Western Canadian Sedimentary Basin and in the Eagle Ford in the United States. Its crude oil and natural gas operations are organized into three main operating areas: Light Oil USA (Eagle Ford), Light Oil Canada (Pembina Duvernay / Viking) and Heavy Oil Canada (Peace River / Peavine / Lloydminster). Its Eagle Ford assets are located in the core of the liquids-rich Eagle Ford shale in South Texas. The Eagle Ford shale covers approximately 269,000 gross acres of crude oil operations. Its Viking assets are located in the Dodsland area in southwest Saskatchewan and in the Esther area of southeastern Alberta. It also holds 100% working interest land position in the East Duvernay resource play in central Alberta.


TSX:BTE - Post by User

Bullboard Posts
Comment by d_trumpon May 01, 2016 5:06pm
195 Views
Post# 24830753

RE:RE:...when oil was 50.00

RE:RE:...when oil was 50.00 When oil was $50, BTE's production was 90,000 BOE/D.  They are now guiding to 70,000, a 22% decline.   Only about 1/3 of this decline is due to shut-ins, the balance is due to lack of drilling.

When oil was $50 there were 168M shares outstanding, there are now 210M shares outstanding.  So on a per share basis the picture is worse: BOE's per million shares has gone from 535 to 333 - a drop of 38%

The reason the share price is trading down about 70% or so versus 38% in per share production, is due to the leverage.  The way you should look at it is the first 60,000 BOE's are owned by the debt holders, the balance by the equity holders.  So the equity holders have lost 2/3's of their barrels.

On top of all this, a year ago, they had far more hedging protection a year ago than they do presently.

Manipulation (shorting or otherwise) is not factor with the current share price.  It is trading on fundamentals.
Bullboard Posts