Bonterra Energy Corp T.BNE

2025 Guidance

[blackdog]

December presentation has been posted.

Not much here that is new; or exciting.

ROC gets pushed into the future. Again.

Better NG pricing and/or a bump in WTI would change this though.

And the share price to NAV ratio remains incredible.

https://bonterraenergy.com/wp-content/uploads/2024/12/24-12-20-BNE-Corp-Presentation.pdf

[Lurkzies]

I feel like they are sandbagging q4, there is no way they only decrease debt by $2m, makes no sense.  They are expecting 4m less in Cap Exp, and they decreased debt last quarter by 4m. Taking increased production into account I'd expect 2024 YE to be between 155 - 162m. Otherwise I'll eat my hat. Which I do have to say, the sandbagging and underestimating is a little annoying. i

[kavern23]

I noticed that too that they are only forecasting 2m Q4 debt decrease but it could be because their oil percentage is lower then Q3...if BNE is not at 6775 barrels of oil per day in Q4 like Q3...that could explain why debt is down only 2m in Q4 versus Q3. Natural gas is easy to produce for all of these companies in new drilling.

[TheRexmember]

Just a matter of moving capex around a little bit - really doesn't really matter whether it is Q4 or Q1 these guys usually under promise and over deliver better than the other way around.