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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

Post by drunk@noonon Nov 07, 2023 9:56am
220 Views
Post# 35721256

Notice how they used $80wti vs the $75 they were using

Notice how they used $80wti vs the $75 they were usingbefore to come up with metrics for the aquisition. When they used 75 dollars to give their 5 year outlook wti was over 85. Now wti is under 80 and they are using 80. Just how bad are the numbers at 75 or 70?
Also of note what really kills is that even at 80wti the debt is such that it would take 3 years of free cashflow to pay it back. THere are other companies out there with no debt, or next to now debt when looking at a mulitple to free cashflow. Also of note theykeep yapping about growth. Who wants growth. Growth reduces the life of reserves, and more importantly sucks up cap ex that could be returned to long suffering shareholders. 
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