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Surge Energy Inc (Alberta) T.SGY

Alternate Symbol(s):  ZPTAF | T.SGY.DB.B

Surge Energy Inc. is a Canada-based oil focused exploration and production (E&P) company. The Company's business consists of the exploration, development and production of oil and gas from properties in Western Canada. It holds focused and operated light and medium gravity crude oil properties in Alberta, Saskatchewan and Manitoba, characterized by large oil in place crude oil reservoirs with low recovery factors. It offers exposure to two of the five conventional oil growth plays in Canada: the Sparky and SE Saskatchewan. It holds a dominant land position and is drilling a mix of horizontal multi-frac and horizontal multi-lateral wells in the Sparky area. Sparky is a large, well established oil producing fairway in Western Canada. SE Saskatchewan is a focused operated asset base with light oil operating netbacks. SE Saskatchewan operates low-cost wells with short payouts and offers potential for continued area consolidation.


TSX:SGY - Post by User

Post by bugleboyon Feb 03, 2021 2:17pm
139 Views
Post# 32460294

share price dichotomy

share price dichotomyMarket cap of SGY is $112 million, debt is $350 million. For every $1 of "equity" you buy, you also buy $3 worth of debt. Who in their right mind would buy that?

But....Paul will be hedging production like crazy right now to ensure profitability over the next several months. Let's say Surge decides to bring back a dividend of 1/2 cent per month or 6 cents per year. The cost of that would be $20 million/year. They are currently profiting more than that per month and the hedging will make the profit sustainable for let's say a year, even if the oil price tanks. The half cent dividend, if shares are bought today will pay 15%, a very sustainable dividend for a year regardless of future oil price. Who in their right mind wouldn't buy that?
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