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Bullboard - Stock Discussion Forum Arcan Resources Ltd ARNBF

OTCPK:ARNBF - Post Discussion

Arcan Resources Ltd > Arcan's Q1 Report is Out
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Post by hardeehar on May 12, 2014 10:32am

Arcan's Q1 Report is Out

They are boasting about modest production gains realized from the 4 wells they drilled over their winter drill program.  It didn't move their top-line avg prod guidance for the year however, only bumping up the low-end from 3400 bbls/d to 3500 bbls/d.  Oh well - every little bit helps I guess, and the market likes it as the stock is up 4.5 cents.

I see they also bragg that costs continue to fall which is good,  but a glaring omission is the ~$10/BOE hedging loss they suffered in the quarter - all because of their still huge debt load due to guarantees they had to provide to the Banks.  It's a double-whammy between the hedging losses and interest charges!  That continues to be the elephant on Arcan's back.  It's about time they sold DM2 already!
Comment by nlr2 on May 13, 2014 3:03am
A few things from Q1. Those four wells from the winter drilling program are amazing. If you look at the presentation they are so far above the type curve amounts that it is crazy. If the 8-10 well offset program has the same amount of success as this winters program then Arcan could grow its way out of some of its issues. If the wells ended up averaging IP365 of 200 bbl/d, which is not out of ...more  
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