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Birchcliff Energy Ltd T.BIR

Alternate Symbol(s):  BIREF

Birchcliff Energy Ltd. is a Canada-based intermediate oil and natural gas company. The Company is engaged in the exploration for and the development, production and acquisition of oil and gas reserves in Western Canada. The Company’s operations are focused on the Montney/Doig Resource Play in Alberta. Its operations are concentrated in the Peace River Arch area of Alberta. The Company has a 100% working interest in its Pouce Coupe Gas Plant and two oil batteries, as well as various working interests in numerous other gas plants, oil batteries, compressors, facilities and infrastructure. Its Pouce Coupe Gas Plant, which is licensed to process up to 340 million cubic feet per day (MMcf/d) of natural gas, is located in the heart of the Corporation's Montney/Doig Resource Play.


TSX:BIR - Post by User

Post by Barkison Jan 30, 2022 9:58pm
349 Views
Post# 34377146

Birchcliff Gas Revenue

Birchcliff Gas RevenueBIR produces around 127 BCF of gas per year
The sell to various gas hubs include HH (40%) and Dawn-Ontario(40%)<
They are unhedged on there gas
This is how much top line evenue they would at various gas prices points
Canadian Dollars
$4  127 * 4 = $508M
$5  127 * 5 = $635M
$6  127 * 6 = $762M
$7  127 * 7 = $889M

When taking into account the current HH price (which is in US dollars) and the better than AECO price they are receivig at DAWN BIR should be getting around $6 Canadian for thier gas when all considered.
BIRs operating expenses have averaged around $325M per year the past while.
They will have higher royalty rates this year as will everyone else in the business.
They have over $1 billion in tax pools so no tax to pay until those are used up.

They have 267 shares outstanding plus a bit of preferred shares.
Market cap is around 1.7 Billion

They also have sizeable liquids production which should compare with the gas side in terms
of yearly revenue. 

I will try to incorporate the info into a more complete picture when I have time

Your friendly neighbourhood canine,
Barkis







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