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Strathcona Resources Ltd V.SCR


Primary Symbol: T.SCR Alternate Symbol(s):  STHRF

Strathcona Resources Ltd. is a Canada-based oil and gas producers with operations focused on thermal oil, enhanced oil recovery and liquids-rich natural gas. The Company has three operations, including Lloydminster Heavy Oil, Cold Lake Thermal Oil and Montney. The Lloydminster Heavy Oil segment has multiple large oil-in-place reservoirs with existing and expanding enhanced oil recovery (EOR) opportunities primarily located in southwest Saskatchewan. Its Saskatchewan thermal properties rely on the same steam-assisted gravity drainage (SAGD) processes as its Cold Lake Thermal properties. It is a producer in the Cold Lake region of Alberta. Its operations include thermal oil producing assets at Lindbergh, Orion and Tucker, with production from SAGD oil assets. Its Montney development is positioned in some of the active regions in the Montney basin, the condensate-rich Kakwa, Grande Prairie, and Groundbirch regions, and produces liquids-rich gas.


TSX:SCR - Post by User

Comment by MrHamilton1965on Nov 26, 2019 9:32am
51 Views
Post# 30392757

RE:Elephant in the Room - Servicing the Debt

RE:Elephant in the Room - Servicing the Debt
MrHamilton1965 wrote: Anyone other than me slightly concerned about our ability to service the debt [$3.2M/yr] in the early years of this loan? This will strain EBITDA at a minimum. Also worrisome is if Fengate opts for the conversion. What’s the net effect of this on SP and EPS with such dilution…or better stated, how bad could it be in the short term [or even for the 5yr term of the loan?].



Morning fellas. I'm sorry if yesterday's post came across negatively. If anyone has read more than two of my posts, they should know I'm long and in very deep and often post very positive findings and opinions, but those posts do get balanced by a few that have the flavor of disappointment or concern. Hey Vette, you know how much I have vested in this play and how great a company we've found to knock it out of the park for us...and BTW I did send the question to Bigg. We will need to wait until next week, until Lobo comes back from American Thanksgiving. Should be a good long weekend of football and money making. Cheers!
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