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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 Oct 03, 2023 5:18pm
211 Views
Post# 35667838

RE:RE:RE:RE:RE:Bnn mccrea comments

RE:RE:RE:RE:RE:Bnn mccrea commentsHey P

It could very well be the high div although you would think that would be a good incentive to hold.

I would chalk todays dip up to the market puking with a slight oil dip.  I don't even want to say drop because the divy is so safe at $88+ oil and I still believe (despite EN's warning) that CJ is in the divi sweet spot where they are maxing out returns to shareholders while taking care of business and the balance sheet too!  The Q3 report ought to show that and you should not only see a recovery but a runup towards that date and the ex-div date too although today was probably the day to buy back in.

Just to compare it to GXE's dividend that was cut in half you could see how at .01 cent per month GXE was going to need $100 WTI to provide the $2.8 MM in FCF they would need to cover a $2.61
MM dividend payout with very little left over.

CJ on the other hand, seems to have targeted their divy as being sustainable in the $80 WTI range.
At least I think it is.  It might be worth picking up GXE just to get their hands on whomever puts together GXE's monthly report so they can do the same for CJ.  LOL

GLTY and all

Pottsy wrote: Q1, I think it's the high divi, remember Nuttal saying the anything above 6% was a "risky venture". Look at the swing in the last 24 hours. I bought back in at $7.25...  because of my magic carpet but look where we went $6.99 now about $7.10.  This is a trading platform in my opinion. My MC  can't predict sell only buy so I am hoping to see a recovery soon. If I were on the sidelines at this price I would buy in.  P


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