RE:RE:RE:RE:RE:RE:RE:Valuation TOU vs. ARCHe hasn't a clue what he is talking about. So many things he doesn't get and then he wonders why valuations, as opposed to evaluations, and share prices are not what he believes they should be
All of his reasoning and his conclusion is WRONG again. Day after day, week after week,........oye.
"ARX send a significant amount of gas to the west coast but those localized premiums will not last forever. ARX opp costs are comparable to TOU op costs even though they are roughly 40% liquids and TOU is a lot less. ARX produces twice the oil and condensate that TOU does, which prices for a premium right here in Alberta without a lot of transportation costs. ARX with have more FCF in Q1 and there will be a stampede of TOU shareholders pursuing the unrecognized value in ARX, selling their POU shares and buying ARX shares." WRONG AGAIN. He just doesn't get it. Squint1 wrote: You are wrong. TOU cash flow per boe exceeds ARX in Q1.
| Q1 2023 | Tourmaline | ARC |
| Cash Flow | $1,127,135 | $717,400 |
| Q1 Av. Shares diluted | 343,514,860 | 619,200,000 |
| Cash Flow per share | $3.28 | $1.16 |
| | | |
| Q1 Production Volume | 525,916 | 338,377 |
| Days in Q1 | 90 | 90 |
| | 47,332,440 | 30,453,930 |
| Cash Flow per boe | $23.81 | $23.56 |
| | | |
| Current Share Price | $58.29 | $16.05 |
| Multiple on Cash Flow | 4.44 | 3.46 |