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Crane Co T.CR


Primary Symbol: CR Alternate Symbol(s):  CXT

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

Comment by Cheadle12on Nov 05, 2022 1:19am
206 Views
Post# 35075387

RE:RE:RE:RE:RE:Another Great Quarter for Crew!

RE:RE:RE:RE:RE:Another Great Quarter for Crew!

I think you're on the money here BTOS..  Tower I believe they will drill this pad then look to sell this asset.. (more saleable)...  they'll get the capex back + the right price for this non-core..

I'd expect this would then be put to work to build out 'a larger' Groundbirch Gas Plant, to take the company up to 70-80,000 boepd.

They have capacity at the West Septimus gas plant for condensate, so lots of processing runway there also for liquids.  

It's just looking better all the time with this co.  Bravo Dale & team.

~TGC.

BeatTheOddsSqua wrote: Gonat as I mentioned earlier, Tower is light oil so it doesn't need to be processed at Crew's gas plants. The associated gas would but it is a small amount.

Greater Septimus is condensate/NGL rich gas and needs to be processed at Crew's gas plants. Crew's liquid capacity at their plants is filling up so it is nice to add BOE's without utilizing the plants.

Dale mentioned that they really liked Tower's light oil and as they built out their Septimus gas gathering infrastructure to the east that they could someday access those reserves. Arc and CNRL seem to love Tower as they have drilled right up against Crew's land holdings.

The well licences for the 15-28 pad were issued in 2014 so these drills have been on the books for some time. It looks like that time has come and that these locations may not have had to go through any additional  government reviews.

My best guess.

BTO


 

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