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Cequence Energy Ltd Common CEQXF



GREY:CEQXF - Post by User

Comment by Cardboard1on Aug 12, 2018 10:41am
86 Views
Post# 28446323

RE:FFO/ more thoughts

RE:FFO/ more thoughts
AECO actually seems to be getting better looking at 12 month strip at $1.81 on Friday and we didn't get the zero to negative spot that was feared all summer:

https://www.psac.ca/business/gmpfirstenergy/

This chart from EIA is also incredibly bullish. How are utilities going to build back up these inventories to reasonable level by winter time with LNG plants continuing to start-up in the U.S.?

https://ir.eia.gov/ngs/ngs.html

So what we essentially value at next to nothing or dry gas could turn into a nice gold mine comes fall-winter time.

Cardboard
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