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Baytex Energy Corp T.BTE

Alternate Symbol(s):  BTE

Baytex Energy Corp. is a Canada-based energy company. The Company is engaged in the acquisition, development and production of crude oil and natural gas in the Western Canadian Sedimentary Basin and in the Eagle Ford in the United States. Its crude oil and natural gas operations are organized into three main operating areas: Light Oil USA (Eagle Ford), Light Oil Canada (Pembina Duvernay / Viking) and Heavy Oil Canada (Peace River / Peavine / Lloydminster). Its Eagle Ford assets are located in the core of the liquids-rich Eagle Ford shale in South Texas. The Eagle Ford shale covers approximately 269,000 gross acres of crude oil operations. Its Viking assets are located in the Dodsland area in southwest Saskatchewan and in the Esther area of southeastern Alberta. It also holds 100% working interest land position in the East Duvernay resource play in central Alberta.


TSX:BTE - Post by User

Post by Unlucky13on May 05, 2022 5:55am
211 Views
Post# 34657656

The issue

The issue The issue is we are all waiting for the breakthrough and it just hasn't come yet.  At $108 oil it's under $7.  If oil goes back under $100 this will drop a buck.  So what's it going to take to go to double digits?  OPEC is raising production and Europe has already announced within 6 to 9 months that it wants to be energy independent from Russia.  Covid is slowly winding away and the variants are becoming less strong.  Maybe earnings?  Q1 didn't accomplish that, in fact we dropped rather sharply.  Also, the FED keeps raising rates to slowdown inflation concerns.  Borrowing won't be as cheap.  It seems like slow and steady wins the race here but after waiting 8 years to get back near $7 after first buying at $50 I am a little apathetic about the comeback.  I would have thought we would have been much higher by now.  The buybacks are merely a drip in the bucket at this point.  I think the hedging and lukewarm reception to the buybacks and the crushing debt remain the factors holding this back.  I was in the camp with everyone else that we would see a bounce following earnings but now am firmly entrenched that this is dead money until 2023 once the hedges come off the books or even 2024 once debt really starts to go south.  Provided all of this sounds great if long but if oil corrects this will sink really quick so it's hard to sleep knowing the bottom
could fall out at any point.  Really wanted to see $8 of $8.50 by summer.  Hard to listen to the Yahoo Finance crowd or thinks $10 a share is around the corner.
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