RE:WTI $112.72 NatGas $4.94=BTE $1.689B/yr AFF & $1.239B/yr FCFBayStreetWolfTO wrote: For those new and tuning in.....
Accelerating the thesis one day at a time...
INCLUDING HEDGES LOL YES 1.239 Billion/yr free cash flow.
Free Cash Flow at this price;
Daily $3.40 million
Week $23.78 million
Yearly $1.239 billion
Nice to see WCS $100+ impressive
Obviously way above current BTE guidance which is $550m FCF for 2022 (using $82).
Shows the impact of higher prices.
BSW
Are you able to show your expected AFF and FCF compared to the $85 WTI chart on the March presentation ($600MM FCF) adjusted for price sensitivities including hedges of $15.1MM per $1 increase in WTI and $4.8MM increase for every $0.25 of NYMEX.
My quick calculations show adjusting the $600MM FCF at $85 WTI these gets us much less than your expected $1.24B/year.