OTCPK:PDPYF - Post by User
Post by
bigreturn11on Apr 29, 2020 10:02pm
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Post# 30969490
Nat gas producer valuations and daily production
Nat gas producer valuations and daily productionNat Gas peers with daily production organized from large to small producer
TOU - $20,000 per boe/d (300,000 boe/d)
ARC Res - $20,000 per boe/d (147,000 boe/d)
BIR - $15,000 per boe/d (78,000 boe/d)
Peyto - $21,500 per boe/d (77,000 boe/d)
NuVista - $13,100 per BOE/d. (57,000 boe/d currently)
Pony - $7,800 per boe/d (53,000 boe/d)
Advantage - $16,500 per boe/d (44,000 boe/d)
Crew - $18,000 per barrell equivalent per day (22,000 boe/d)
Looks like Nuvista and Peyto are close peers based on the primary location of assets and production. NuVista has $562 million net debt, Peyto has $1.14 billion net debt relative to Pony net-debt of $320 million.
The Pony shares are still by far the most undervalued of the peer group. Must also consider the prime Pony land which should be worth $5+ alone.
hmmmm - no profit taking quite yet folks.