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Crane Co T.CR


Primary Symbol: CR Alternate Symbol(s):  CXT

Technology Scientific & Technical Instruments
Crane Company is a manufacturer of engineered components for mission-critical applications focused on the aerospace, defense, space and process flow industry end markets. Its segments include Aerospace & Electronics, Process Flow Technologies, and Engineered Materials. The Aerospace & Electronics segment supplies critical components and systems, including original equipment and aftermarket parts, primarily for the commercial aerospace, and the military aerospace, defense and space markets. The Process Flow Technologies segment is a provider of engineered fluid handling equipment for critical applications. The Engineered Materials segment manufactures fiberglass-reinforced plastic panels and coils, primarily for use in the manufacturing of recreational vehicles, truck bodies and trailers (Transportation). It also designs and manufacturers multi-stage lubrication pumps and lubrication system components technology for critical aerospace and defense applications.


NYSE:CR - Post by User

Crane Co > Playing with numbers
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Post by gonatgasgoon Mar 21, 2022 12:14pm
174 Views
Post# 34531578

Playing with numbers

Playing with numbers
This Stockhouse board is sleepy.  We are just waiting for Dale's plan to take care of itself and the stock price should move up.

Dale's forecast for 2022

AFF of $200M with the following assumptions
AECO at $3.50
Henry Hub at $4.00
WTI at $65
USD/CAD = $0.78

My conservative forecast (average prices for 2022)

AECO = $4.00
Henry Hub = $4.50
WTI = $90
USD/CAD = $0.80

Based on the sensitivities provided in the corporate presentation, we would get the following

AFF = $200 + $31 (WTI) + $17 (HH) + $10 (AECO) - $4 (US/CAD) = $254M
Capex: $95M
Amount that can be put toward debt:  $159M
Dec. 2022 net Debt :  $406M - $159M = $247M.

I hope Crew decides to spend the additional $50M of AFF to increase production to 40,000 boe/d in 2023 rather than put $50M towards the long term debt.

 



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