RE:RE:RE:RE:RE:RE:RE:Still Here. Kav bne was only guiding for 14,500 or so for the year. Even with flush production their decline rate is a bit lower than YGR and the oil cut is twice as high so revenue should be holding.
Too bad about the gas price, but whether tBNE pulls back drilling sharply or not they have a big Montney well to tie in plus the 300 odd barrels from Charlie Lake. Growth is baked in there. If anything they have been sandbagging on production a little. Might be boring for a few months but it's shaping up for a great H2.
IPO looks steady to me. Again not a lot going on but they could afford to add something with a little debt. I don't see BNE buying anything while the stock is below 7.50 and probably more like 8.50 if it involves share issuance. Entrada missed an exit opportunity last spring.
OBE is starting to attract drama again. The stock was doing quite well but I don't like the headlines. Still say Baytex is the natural buyer. Buy it and sell the cardium land positions in pieces.