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Veren Inc T.VRN

Alternate Symbol(s):  VRN

Veren Inc. is a Canada-based oil producer with assets in central Alberta and southeast and southwest Saskatchewan. The principal activities of the Company are acquiring, developing and holding interests in petroleum and natural gas properties and assets related thereto through a general partnership and wholly owned subsidiaries. Its core operational areas include Kaybob Duvernay and Alberta Montney, Shaunavon and Viewfield Bakken. Its Kaybob Duvernay is situated in the heart of the condensate rich fairway, Central Alberta, which provides low risk drilling inventory. Its Alberta Montney assets sit adjacent to its Kaybob Duvernay lands, possessing similar resource characteristics including pay thickness and permeability in the volatile oil fairway of the reservoir. Its Shaunavon resource play is located in southwest Saskatchewan. The Viewfield Bakken light oil pool is located in Saskatchewan.


TSX:VRN - Post by User

Comment by Marty57on Aug 27, 2023 11:13am
228 Views
Post# 35607209

RE:Cpg will after the deal close go from 155,000 bpd

RE:Cpg will after the deal close go from 155,000 bpd
I think you're mistaken on your estimates of production S&F.  In Q1 of this year production averaged 139 kBOE/d with split being 67%oil / 13%ngl / 20%gas.  At that time production was expected to grow organically due thanks to developments of the Kaybob Duvernay.  Halfway through Q2 the Montney acquisition closed and that added about 38 kBOE/d, which was also slated for strong growth much like the Duvernay.  So production prior to the ND divestiture would be in the range of 175 - 180 kBOE/d.  Take 23 kBOE/d off that number and that is where CPG is after the ND sale-- that amounts to 150-155 kBOE/d.  Also, expect that number to rise for at least a few years as organic growth occurs in the Duvernay and the Montney. South Saskatchewan stuff is supposed to hold steady thru ongoing investment.
There is a wide range of opinions on how good the ND sale was for CPG.  For myself, I think they absolutely made the right move.  Get rid of an outlying property that is in decline,with no hope of growth.  Let somebody else ride that one down to zero.  Take the money and reduce debt... that means the time when shareholder returns REALLY start to kick in is advanced by close to a year at current oil price.  GLTA
 
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