RE:RE:RE:ClearwaterEasy to make some forecast, but can't confirm the future !
Brian Ector said recently 15,000 bbl/d no time frame ! Here is some Math.
On the left side, based on the 2021 yield of AFF and FCF for all the boe/d !
On the right side, based on
conservative numbers compare as what we read on their recent presentation (2 to 4 weeks payback per well).
Again on a very conservative numbers, it's probably between 191,5 M$ to 368,3 M$ of FCF per year for 15,000 bbl/d !
Enough to pay a larger and sustainable dividend ! Don't forget Seal area near Clearwater !!!
| Annual | Revenues | AFF | FCF | | AFF | FCF |
| boe/d | WCS | M$ - CDN | M$ - CDN | | M$ - CDN | M$ - CDN |
| | 110 $ | 42% Rev. | 22% Rev. | | 65% Rev. | 50% Rev. |
| 8 000 | 392,8 $ | 195,0 $ | 102,1 $ | | 255,3 $ | 196,4 $ |
| 10 000 | 491,0 $ | 243,7 $ | 127,7 $ | | 319,2 $ | 245,5 $ |
| 15 000 | 736,6 $ | 365,6 $ | 191,5 $ | | 478,8 $ | 368,3 $ |
| 20 000 | 982,1 $ | 487,5 $ | 255,3 $ | | 638,4 $ | 491,0 $ |
Only my O !
Please do your DD, it's yourt money