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Cardinal Energy Ltd (Alberta) T.CJ

Alternate Symbol(s):  CRLFF

Cardinal Energy Ltd. is a Canadian oil and natural gas company with operations focused on low decline oil in Western Canada. The Company is engaged in the acquisition, development, optimization and production of crude oil and natural gas in the provinces of Alberta, British Columbia and Saskatchewan. Its operating areas include the Midale, South District, Central District, and North District. Its Midale operating area of over 730 million barrels of original oil in place (OOIP) and its low decline in production of 3,200 barrels of oil equivalent per day (boe/d) (net) is supported by both waterflood and CO2 enhanced oil recovery. Its South District operating area is located east of Calgary in southeastern Alberta and produces medium gravity crude, as well as liquids-rich natural gas. Its Central District operation is located in East Central Alberta, which is focused on producing oil from multiple, large OOIP pools. Its North area includes Grande Prairie, Clearwater and other properties.


TSX:CJ - Post by User

Comment by Quintessential1on Apr 04, 2023 10:48am
236 Views
Post# 35378521

RE:RE:RE:RE:This is just the beginning

RE:RE:RE:RE:This is just the beginningThat is another good point.  Everytime the price of oil rises so will CJ's share price.

There is a good chance that shares in CJ will not be this cheap again this year (or after).

Just as an example CJ paid $1.79 million in interest on last years debt.

If they bought back 4 million shares (roughly the price of paying the debt on the credit facility), they would save $2.88 million in dividends per year. 

Now interest rates have gone up but that figure was also calculated on triple the debt that they had.

Will their interest  be reduced by triple?  Probably not with higher rates but lets say its halved. 

$1.79  / 2 =  $ 895,000 savings in interest or $2.88 million savings in dividends?

Let us also not forget that a 2% share buyback tax awaits CJ in 2024.

Now I am just spit balling numbers around and truth be told I like low debt (zero maybe).

But CJ has a very real opportunity here to leverage their debt into substantial savngs and lets face it they will probably do both of these things moving forward it is just a matter of which they should do first.  

Luckily they have sharp pencils doing their financing and my bs naplin math won't matter.

I am looking forward to CJ 's share price going over $10 this year regardless of what they do first.

GLTA
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