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Bullboard - Stock Discussion Forum 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... see more

TSX:BIR - Post Discussion

Birchcliff Energy Ltd > Oil and gas hit multi-year highs - Tonken Comments
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Post by PlutusofCrete on Oct 07, 2021 10:33pm

Oil and gas hit multi-year highs - Tonken Comments

https://calgaryherald.com/opinion/columnists/varcoe-oil-and-gas-hit-multi-year-highs-lifting-sector-but-pinching-consumers

“Remember, we’ve been in a tough place for seven years,” Birchcliff Energy CEO Jeff Tonken said in an interview Tuesday.

“From a Birchcliff perspective, we are thrilled with where these prices are. But you have to wonder how high will they go and what will that do to our economy? That’s the concern.”

Both oil and natural gas markets have been on a run recently as global energy demand and economic activity have rebounded from the lows seen earlier in the pandemic.

Tonken said Birchcliff would need to see commodity prices stay high for 24 months before it would consider spending a lot more capital. It will instead focus on strengthening its balance sheet.

“We are going to pay our debt down to zero, probably by the end of next year,” he said.

“People are so negative against energy, we think that having no debt just takes away all of the risks of our business and then it’s a question of what we do with the free cash flow.”

Comment by Oldnagger on Oct 10, 2021 10:48am
Once debt is paid down, Bir should be trading at least 10 times free cash flow. Anything less will make it a prime target for a take over. The  end of next year is not far away and if there is a cold winter that may be the end of next spring. Any shorts who are not offset by an options or commodity  position are in a very bad position and should start panicking now !!
Comment by dandu1924 on Oct 10, 2021 11:17am
So at least 10 times FCF, means $  the share.
Comment by llerrad5 on Oct 10, 2021 6:09pm
Multiples of cash flow per share is exactly correct. I see many, including finacial letter writers and TV commentators measuring O & G cos. by P?E. They have so much amortization and depreciation that it distorts a P/E ratio and makes cash earnings per share, the most viablle.
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