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Bellatrix Exploration Ltd (Canada) BXEFF

Bellatrix Exploration Ltd is a Canada-based oil and gas company, engaged in the exploration, acquisition, development, and production of oil and natural gas reserves in the provinces of Alberta, British Columbia, and Saskatchewan. It primarily focuses on developing its two core resource plays, the Cardium and the Notikewin/Falher intervals in Western Canada. The Notikewin/Falher in Alberta's deep basin boasts abundant, liquids-rich natural gas with compelling economics. The Cardium is a highly e


GREY:BXEFF - Post by User

Comment by puma1on Jan 02, 2018 4:50pm
238 Views
Post# 27265296

RE:RE:RE:RE:deep value here.

RE:RE:RE:RE:deep value here.we are still only around 15% to BV which really highlights the issue below. ...................... I was looking though the Nov 9th release again and one of their highlights really jumped out again................................ they have unused tax pools of more than $1.3 billion. .......... those would have a gross value of almost $350 million and tax losses fetch at least 10 cents on the dollar which pegs these assets as being worth at least $35 million of synergy in a transaction...................... that is about a THIRD of the total current market cap........................ institutions hold a big chunk.............. all just suggests a strong oversold still overhangs the stock.
1condor wrote: I do not hold this stock...but have mentioned in the past that it is surprising that no one has taken a shot at buying it out. Still think this will happen.


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