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Baytex Energy Corp T.BTE

Alternate Symbol(s):  BTE

Baytex Energy Corp. is a Canada-based energy company. The Company is engaged in the acquisition, development and production of crude oil and natural gas in the Western Canadian Sedimentary Basin and in the Eagle Ford in the United States. Its crude oil and natural gas operations are organized into three main operating areas: Light Oil USA (Eagle Ford), Light Oil Canada (Pembina Duvernay / Viking) and Heavy Oil Canada (Peace River / Peavine / Lloydminster). Its Eagle Ford assets are located in the core of the liquids-rich Eagle Ford shale in South Texas. The Eagle Ford shale covers approximately 269,000 gross acres of crude oil operations. Its Viking assets are located in the Dodsland area in southwest Saskatchewan and in the Esther area of southeastern Alberta. It also holds 100% working interest land position in the East Duvernay resource play in central Alberta.


TSX:BTE - Post by User

Bullboard Posts
Comment by Alphaseeker1984on Jan 09, 2020 1:35pm
241 Views
Post# 30535364

RE:RE:RE:RE:RE:sell

RE:RE:RE:RE:RE:sellBTE does not meet the liquidity test???    That is an absurd statement.   BTE is cash flow positive with WTI at US$50.   At $60 WTI they will generate close to $220mm of FCF.   At $60 WTI the debt is approximately 2.2x est. 2020 FFO.    Their net asset value is close to $7 / share.   Current ratio = 1x.   Debt / asset ratio = .5.    

All of the above indicate that BTE's financial position is in decent shape.   BTE's 2021 and 2022 notes are trading at par - indicating no fear of distress.  BTE's 2024 notes are trading slightly below par value - indicating only a slight risk 3-4 years out (which is normal given the volatility in today's market).  

 A buyback is not being pursued right now due to BTE management's conservative approach to 2020 / 2021.  Shareholders can complain but it is currently not a good environment to have too much leverage.   Once they get the 2021 and 2022 notes dealt with and debt paid down another $200-300mm they can put share buybacks as a No.1 priority.   For now longs need to be patient and let the trolls and shorts enjoy the constant worry.
Bullboard Posts