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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 cooper90on Nov 15, 2024 5:44pm
125 Views
Post# 36315856

RE:RE:RE:RE:RE:Added a FEW Today ;>))

RE:RE:RE:RE:RE:Added a FEW Today ;>))Also, based on the CEO conference call on BNN he stated that BIR took the capex hit for all 11x drilled wells in the quarter but didn't get the benefit of the drilling revenue yet. Thus, the loss on funds flow in Q3.

So, Q4 will have all the revenue (funds flow) from the Q3 drilling but not the capex expense hit because they took the hit in Q3.

I see a stronger Q4 supported by higher average prices than Q3, as well none of the added capex expense hit from Q3 which will show up in the next quarter as a beat. 

As such, I believe the numbers in Q3 looked more negative than they would if BIR would have been able to take the revenue from these 11x wells along with the capex hit in the same period.

That is my take and I think it was overblown so I took the positive and will ride this through with the NEW LNG launch into next year!  

I'm not trying to pump up the stock its pointless we retail investers don't make a difference been doing this too long but I just wanted to provide my input. 

Do your own DD. 

Cooper! 
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