Advantage Energy Ltd T.AAV

These guys have too much dry gas..

[Cheadle12]

missing out on $60+ Oil.

Need a better production mix, like Kelt who are more Oil Heavy and a healthy balance of Nat Gas.

vs. a one trick "PONY" like AAV.

We all know what happens to pure play gassers.. they get taken to the glue-shed by CNQ.

[Margin321]

They have the oil in the ground and can make strategic decision about the mix. Don't forget it was less than a year ago that oil was selling for negative dollars.  You had to pay someone to offload it.  I can't blame them for not aggressively upping the oil in their mix at that time point.

[Cheadle12]

good point, just concerned that their FCF isn't all that good.  On Eric Nutella's chart it shows right at the bottom in terms of FCF yields..  basically it's either not generating enough FCF or the stock is overvalued. They need to make a better move.. magpie.. attract attention like a shiny object.  Seems flat & boring.

[Wildcattter]

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[Cheadle12]

Yeah, $63 Condensate and this idiot Wildcattter thinks that liquids rich producers are "hurting". The only thing hurting around here is this bagholder... Nat Gas is down again and he keeps clinging to the 'oh but glacier is worth $800M!'. Newsflash, it's all about FCF, not assets.   Wildcattter needs to go back to the field, turn some wrenches and stick to what