OTCPK:PDPYF - Post by User
Comment by
dalerules88on Jan 10, 2018 11:17pm
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Post# 27330603
RE:Pony cash costs 2017E and 2018E
RE:Pony cash costs 2017E and 2018Echeck that 2018F cash flow;
Aeco sensitivity is low, because Aeco exposure is 12% open plus 27% fixed contract pricing, so even at $2 range Aeco spot, their cash flow would be very close to $1.45/mcfe
also capex 2018 budget is 185 mil whilst inflow @ consensus (aeco 2.50/wti $56usd) is 206mil - i.e. 21mil excess cash flow;