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Birchcliff Energy Ltd T.BIR

Alternate Symbol(s):  BIREF

Birchcliff Energy Ltd. is a Canada-based intermediate oil and natural gas company. The Company is engaged in the exploration for and the development, production and acquisition of oil and gas reserves in Western Canada. The Company’s operations are focused on the Montney/Doig Resource Play in Alberta. Its operations are concentrated in the Peace River Arch area of Alberta. The Company has a 100% working interest in its Pouce Coupe Gas Plant and two oil batteries, as well as various working interests in numerous other gas plants, oil batteries, compressors, facilities and infrastructure. Its Pouce Coupe Gas Plant, which is licensed to process up to 340 million cubic feet per day (MMcf/d) of natural gas, is located in the heart of the Corporation's Montney/Doig Resource Play.


TSX:BIR - Post by User

Comment by Oldnaggeron Nov 16, 2023 11:59pm
218 Views
Post# 35740542

RE:RE:RE:What’s next

RE:RE:RE:What’s next

It is going to take sustained cold weather to keep nat gas going up. One of the big issues is Permian oil wells exceeding their bubble point which releases excess nat gas from oil wells. You can find a good discussuin here

https://peakoilbarrel.com/us-august-oil-production-at-record-high/

. Their is however compensation in that many dry gas producers can no longer survive at under 3 $ US gas pricing. See the Tourmaline presentation pg 6 for details

https://tourmaline.cdn.prismic.io/tourmaline/83981492-6b01-4a83-ab35-7f4dc3176673_Tourmaline+Oil+Corp+Overview+November.pdf


There are of course , many other factors affecting nat gas pricing in the short term.
But my faith is in the longer term  The prize is huge quantities of very inexpensive nat gas held as resources by many of these producers. The official reserves show only a small fraction of what is available.
If you are young , spend a lot of time studying this commodity. It may seem very elusive but nevertheless the treasure is there !!

One last thing , do not be dissuaded by what has happened in the past. Both the industry and investors  have learned many valuable lessons which will not easily be forgotten. For instance , high reserves of PDP plus owned nat gas plants provide a very good financial buffer
Bir is not a painted pony ,how do I know ? That is where I got my moniker followed by two hoof prints !!

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