GREY:CEQXF - Post by User
Post by
exprohibition18on Oct 16, 2018 12:14pm
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Post# 28810700
Aeco Spot (C$/mcf) 2.85
Aeco Spot (C$/mcf) 2.85 CQE one of the few names that have the right mix now -with zero WCS /bitumen exposure
Condensate has held very strong - $81/bbl
Dawn is $4.00
Edmonton sweet hurt with WCS but much better place to be
Aeco is a rocket now. Much higher and we can economically look at punching NG holes again Simonette/etc. Term structure still backwardated into 2019 and that is what holds us back