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Gran Tierra Energy Ord Shs T.GTE

Alternate Symbol(s):  GTE

Gran Tierra Energy Inc. is an independent international energy company. The Company is focused on international oil and natural gas exploration and production with assets in Colombia and Ecuador. The Company has interests in approximately 22 blocks in Colombia, three blocks in Ecuador, and is the operator of 24 of these blocks. Its assets in Colombia represent approximately 97% of its production with oil reserves and production located in the Middle Magdalena Valley (MMV) and Putumayo Basin. In MMV, the Company’s field is the Acordionero field, where it produces approximately 17-degree American Petroleum Institute (API) oil, which represents 52% of total company production. The Putumayo production is approximately 27-degree API for Chaza Block and 18-degree API for Suoriente Block, representing 25% and 13% respectively, of total company production. It also has production base in Canada's hydrocarbon region, the Western Canadian Sedimentary Basin and appraisal assets in the North Sea.


TSX:GTE - Post by User

Post by Rational43on Sep 23, 2023 3:03pm
291 Views
Post# 35650803

People shouldn't invest if they can't read Financials

People shouldn't invest if they can't read FinancialsYou are a danger to yourself if you invest in names without being able to read financial statements.  
GTE had positive cash from operations in Q2.
They had several mark to market hedge positions and foreign currency MTM adjustments that made the quarter look negative.  Those aren't reflective of underlying operations.  
Their Q3 number will be incredible at these Brent prices.
Their free cash flow will also greatly improve, as they spent a major part of their capex in the first half.  
Unfortunately the unscrupulous or uninformed will use the two factors combined to "prove" GTE isn't making money at H1 oil prices, which is not true.  
What is true, is they are priced as if they weren't making money, and will be making huge, huge money going forward.  
That makes this the time to buy, when the price per share is less than 1 x CF, and close to 0.6 x CF at current prices, with production growing and debt dropping, with reserve value of multiples of current share price.  
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