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Bullboard - Stock Discussion Forum Baytex Energy Corp T.BTE

Alternate Symbol(s):  BTE

Baytex Energy Corp. is a Canada-based energy company. The Company is engaged in the acquisition, development and production of crude oil and natural gas in the Western Canadian Sedimentary Basin and in the Eagle Ford in the United States. Its crude oil and natural gas operations are organized into three main operating areas: Light Oil USA (Eagle Ford), Light Oil Canada (Pembina Duvernay... see more

TSX:BTE - Post Discussion

Baytex Energy Corp > Dividend
View:
Post by Marky1 on Dec 13, 2020 3:35pm

Dividend

May I ask anyone/ everyone....What does the price of oil have to get to for BTE to restart paying a dividend...My guess is 55$
Thank you
Comment by Chris007 on Dec 13, 2020 4:08pm
Reimplementation of the dividend has nothing to do with the price of oil, per se...and everything to do with the company's leverage/debt ratios and debt covenants That being said, who knows at what point into the company's deleveraging efforts, that the board will decide that a dividend is prudent...the last time the company paid a dividend was sept 2015
Comment by 2020oilgamble on Dec 13, 2020 4:41pm
This post has been removed in accordance with Community Policy
Comment by topdown99 on Dec 13, 2020 5:22pm
LOL , looks like oilgamble kicked the training wheels off Markys bike and sent him back to the library . There is no substitution for a good education .
Comment by 2020oilgamble on Dec 13, 2020 5:39pm
This post has been removed in accordance with Community Policy
Comment by topdown99 on Dec 13, 2020 7:44pm
I have to ask , was that pizza place in Sask ?
Comment by topdown99 on Dec 13, 2020 7:48pm
The reason I ask is that around that time I was working on a construction site of a nat gas fertilizer plant and there was a place with that name about 3 kms away from the site .
Comment by mckayk3 on Dec 13, 2020 5:24pm
I'll take a stab. Taking a look at the December 2020 presentation: +$20MM in annual FCF for every $1/bbl WTI increase between $45-$52 WTI. Let's assume 12 months of $47 WTI average until 2021 Q4.   So that's +$60MM.  Up from the base $350MM, totaling $410MM (incl. Q3 2020 to Q3 2021). Next debt maturity is only $400MM in 2024.  So let factor in an early ...more  
Comment by cgyinv on Dec 13, 2020 5:43pm
If, according to your calculation, BTE pays $0.46 dividend, then assum it's 4-5% rate, the sp of BTE could be arround $10, which is GREAT, but hard to believe
Comment by Willy2k on Dec 13, 2020 5:49pm
I agree 100%
Comment by Marky1 on Dec 13, 2020 5:54pm
I'd grab a 46 cent dividend....do you mean a year, I presume
Comment by mckayk3 on Dec 13, 2020 5:57pm
Yup.
Comment by Chris007 on Dec 13, 2020 6:09pm
I think you're mistaking adjusted funds flow for free cash flow (slide 15, Dec 2020 presentation) FCF according to the company's slide is closer to 100 mill at around $47 wti according to the Dec presentation, side 10
Comment by cgyinv on Dec 13, 2020 6:15pm
Yes I just wonder where this "Up from the base $350MM" $350M came from, I figured they may have TOTAL $200m FCF for $50 oil
Comment by Marky1 on Dec 13, 2020 5:23pm
When they had their dividend, did they have debt, and is how much as compared to today's debt? 2020...spot light on u
Comment by 2020oilgamble on Dec 13, 2020 5:26pm
This post has been removed in accordance with Community Policy
Comment by Chris007 on Dec 13, 2020 5:52pm
The main reason the dividend was axed was the 2014 oil price crash in combination with the poorly timed acquisition of Aurora  Pre-Aurora the company had approx. 800 million in debt (Q1 2014)...fast forward to the immediately after the Aurora acquistion (Q2 2014), debt jumps to approx. $2.3 billion Long term debt as of Q3 2020 is approx.$1.8 billion
Comment by Marky1 on Dec 13, 2020 6:15pm
Thanks Chris...that was great
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