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Surge Energy Inc (Alberta) T.SGY

Alternate Symbol(s):  ZPTAF | T.SGY.DB.B

Surge Energy Inc. is a Canada-based oil focused exploration and production (E&P) company. The Company's business consists of the exploration, development and production of oil and gas from properties in Western Canada. It holds focused and operated light and medium gravity crude oil properties in Alberta, Saskatchewan and Manitoba, characterized by large oil in place crude oil reservoirs with low recovery factors. It offers exposure to two of the five conventional oil growth plays in Canada: the Sparky and SE Saskatchewan. It holds a dominant land position and is drilling a mix of horizontal multi-frac and horizontal multi-lateral wells in the Sparky area. Sparky is a large, well established oil producing fairway in Western Canada. SE Saskatchewan is a focused operated asset base with light oil operating netbacks. SE Saskatchewan operates low-cost wells with short payouts and offers potential for continued area consolidation.


TSX:SGY - Post by User

Bullboard Posts
Post by rockman998on Jul 25, 2018 4:05pm
261 Views
Post# 28366938

price of oil

price of oilThe price of WCS yesterday was $40.52US. Below is what Surge actually gets for their oil Western Alberta Valhalla etc. 4450 bbl @ Edm Light/bbl - $3.00/bbl Southeast Alta 6511 bbl @ wcs /bbl Shaunavon 2500 bbl @ wcs / bbl - $3.00/bbl N/G 3,000 BOE @ $ 10.00CDN / boe When you average it all you get approximately $37US / BOE As you can see the price Surge gets for their petroleum is so far removed from WTI pricing it is not even worth mentioning WTI. Yesterday's differential was $28.00US/bbl. The trend since May for wcs has been lower. Since June, 2015 there have been only three times the monthly average for wcs has been above $40US and we are presently in one of those periods now but the price is declining. The Canadian Crude Index is presently around 41. For any meaningful positive outlook for these oil stocks we need the index to be above 50. The Americans know they don't have to pay full price for Canadian oil because there is no alternative customer. $40US is perceived to be the price which will keep Canadian producers in business without profits. So that's the price the US refiners will pay. The Trudeau government does not care and nothing will happen to change the situation with the present government. The US government wants to keep the price of gasoline down before the mid term elections in the fall and wcs is an easy target so the differential could increase. I don't expect things to improve before the next federal election unless there is an unexpected event (extremely high oil prices). The other issues with Surge is their debt. They have yet to show a willingness to pay down debt with earnings (even before the big drop in oil prices) and for the last three years have debt financed their dividend. Hopefully this past quarter will show some progress in this area. Otherwise they are starting to remind me financially of Petrobaken; although I do think their management and properties are better. It not just Surge but a lot of Canadian juniors are in this situation especially the one whose oil is priced by wcs. I don't post very often but this post should get some pumpers screaming at me. The general pricing I got from the company and volumes off their website. This does not take into consideration the company's hedges.
Bullboard Posts