Post by
BayStreetWolfTO on Jun 25, 2021 11:59am
Noon update WTI $74, WCS $59, Nat gas $3.5
Talk about great fundamentals
Check out FCF even at $73. Liquid gold
For perspective (including hedges)
Not including increased production through 2021 or 2022...on top of better 2022 hedges!
Feel free to double check my math based on current prices including hedges
BTE presentation
>$250m 2021
Assumptions
WTI $60
WCS $48
NYMEX - $2.80
FX - $0.80
If you annualized current prices take original $250m and add
WTI $73 (add $169m)
WCS $58.5 (add $33.6m)
NYMEX - $3.36 (add $ 10m)
FX - $0.82 (add $10m)
Total annualized at these prices $465m
If you annualized say near $80 current prices take original $250m and add
WTI $80 (add $260m)
WCS $65 (add $54m)
NYMEX - $3.30 (add $ 10m)
FX - $0.83 (add $15m)
Total annualized at these prices $590m
If you annualized say near $100 current prices take original $250m and add
WTI $100 (add $520m)
WCS $85 (add $118m)
NYMEX - $3.30 (add $ 10m)
FX - $0.83 (add $15m)
Total annualized at these prices $910m
Comment by
GABY51 on Jun 25, 2021 12:59pm
donc on peut parler d' une action a 5$ esce trop merci de votre valuation