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Bonterra Energy Corp T.BNE

Alternate Symbol(s):  BNEFF

Bonterra Energy Corp. is a Canada-based conventional oil and gas company with operations in Alberta, Saskatchewan, and British Columbia. The Company operates through development and production of oil and natural gas in the Western Canadian Sedimentary Basin segment. Its operating areas include Pembina Cardium and other areas, which include Saskatchewan and Northeast British Columbia. The Company is focused on the development of the Pembina and Willesden Green Cardium lands within central Alberta. It has Shaunavon properties in the Chambery field, which produce medium density crude oil from the upper Shaunavon formation under waterflood. It also has assets in the Prespatou area of northeast British Columbia, which consists almost entirely of natural gas and associated natural gas liquids. It also has an undeveloped Charlie Lake asset that is prospective for light oil in Bonanza, Alberta. The Company has over 116 net sections of contiguous land in the light oil prone Charlie Lake.


TSX:BNE - Post by User

Post by TheRexmemberon Jan 20, 2022 1:04am
431 Views
Post# 34336121

Future cash flow and debt

Future cash flow and debt

Regarding debt and dividends.

Just looking through the presentation they are forecasting Free Cash flow of 110 million at an 80 dollar oil price for 2022 and gas at 3.50 per mcf.

Year end debt was 272 million so that knocks debt down to about 160M and below 1 X cashflow. 

As noted by other posters they can't pay dividends while the BDC loan is in place. I think there are some other restrictions too but that is the biggie. So basically the bank line gets paid down from 168 million down to 58M, 45M to BDC and a 59M term debt. 

at some point they can either pay out the BDC loan with the bank line or refinance the whole package like Surge just did a few days ago. 

in October 2018 this stock was at 20 dollars and I think this will be a better, more profitable, lower debt company by the end of summer than three years ago. They have also addressed a huge ARO liability that was probably impacting their bank lines. 

looking forward to starting an enormous dividend before the end of 2022. If debt can drop 100 million or 3 bucks per share then they can pay a dividend of 2 bucks

 

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