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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

Post by AlwaysLong683on Jan 10, 2024 5:30pm
240 Views
Post# 35820371

Can't This Management Team.....

Can't This Management Team.........stop doing the opposite of how TOU runs its business - I mean, you've go the blueprint for success as a NG company staring you in the face, yet you insist on making high risk, foolish decisions that have now come back to bite you and shareholders alike.

1) TOU pays a modest dividend given their size, then pays special dividends if and when when extra cash is not needed for operations (which has been happening a lot lately).

2) TOU has a very effective hedging strategy in place. From TOU's press release dated November 1, 2023:


Tourmaline has an average of 755 mmcfpd hedged at a weighted average fixed price of C$5.07/mcf, an average of 155 mmcfpd hedged at a basis to NYMEX of US$0.39/mcf and an average of 809 mmcfpd of unhedged volumes exposed to export markets in the fourth quarter of 2023. Of this 809 mmcfpd, 68% is exposed to premium markets such as the US Gulf Coast, Western US, JKM and Sumas.
 
Tourmaline has an average of 722 mmcfpd hedged at a weighted average price of C$5.35/mcf, an average of 119 mmcfpd hedged at a basis to NYMEX of US$-0.05/mcf and an average of 833 mmcfpd of unhedged volumes exposed to export markets in 2024. Of this 833 mmcfpd, 65% is exposed to the aforementioned premium export markets. 

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