Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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 > Third Quarter 2021 Financial and Operating Results
View:
Post by Betteryear2 on Nov 04, 2021 5:17pm

Third Quarter 2021 Financial and Operating Results

CALGARY, Alberta, Nov. 04, 2021 (GLOBE NEWSWIRE) -- Baytex Energy Corp. ("Baytex") (TSX: BTE) reports its operating and financial results for the three and nine months ended September 30, 2021 (all amounts are in Canadian dollars unless otherwise noted).

“During the third quarter, we remain focused on strong capital discipline, generating free cash flow and reducing debt. We have already repurchased and cancelled US$200 million of our 2024 bonds this year and at current commodity prices we now expect to generate record levels of free cash flow in excess of $400 million. Our operating results continue to build momentum as we appraise and develop our Clearwater oil play at Peace River. We have some of the best results in all of the Clearwater, and will now drill four additional wells during the fourth quarter, which will enable us to accelerate our development plans in 2022,” commented Ed LaFehr, President and Chief Executive Officer.

Q3 2021 Highlights

  • Generated production of 79,872 boe/d (82% oil and NGL) in Q3/2021 and 79,942 boe/d (81% oil and NGL) for the first nine months of 2021.
  • Delivered adjusted funds flow of $198 million ($0.35 per basic share) in Q3/2021 and $531 million ($0.94 per basic share) for the first nine months of 2021.
  • Generated free cash flow of $101 million ($0.18 per basic share) in Q3/2021 and $284 million ($0.50 per basic share) for the first nine months of 2021.
  • Reduced net debt by $65 million during the third quarter and by $283 million through the first nine months of 2021.
  • Subsequent to quarter-end, repurchased and cancelled US$85 million principal amount of 5.625% long-term notes, bringing the total repurchased and cancelled to US$200 million (50% of the original principal amount outstanding).

2021 Outlook

As a result of our strong operating performance through the first nine months of 2021, we are tightening our production guidance to 79,500 to 80,000 boe/d, up from 79,000 to 80,000 boe/d, previously.

We are intensely focused on maintaining capital discipline. The Clearwater has emerged as one of the most profitable plays in Canada and our 2021 appraisal program has delivered exceptional results. As a result, we will drill four additional Clearwater wells during the fourth quarter which are expected to be on-stream in late 2021. Accordingly, we are tightening our forecast 2021 exploration and development expenditures range to $300 to $315 million, as compared to $285 to $315 million, previously.

At current commodity prices, we expect to deliver over $400 million ($0.71 per basic share) of free cash flow this year, which has accelerated our debt reduction efforts.

Five-Year Outlook

Our five-year outlook (2021 to 2025) highlights our financial and operational sustainability and meaningful free cash flow generation. Through this plan period, we are committed to a disciplined, returns based capital allocation philosophy. Under constant US$65/bbl and US$75/bbl WTI pricing scenarios, we expect to generate cumulative free cash flow of approximately $2.0 billion and $2.6 billion, respectively.

Based on the strong pricing environment and continued capital discipline, we now anticipate hitting our initial net debt target of $1.2 billion during Q2/2022. Throughout the plan period we will monitor our leverage position and assess market conditions to determine the best methods or combination thereof to enhance shareholder returns. These could include share buy-backs, a dividend and/or reinvestment for organic growth.

Our 2022 capital budget is expected to be released in early December following approval by our Board of Directors. We will also update our five-year plan to include drilling opportunities on our Clearwater lands.

https://www.globenewswire.com/news-release/2021/11/04/2328173/0/en/Baytex-Announces-Third-Quarter-2021-Financial-and-Operating-Results-Free-Cash-Flow-of-101-Million-and-Repurchase-of-Long-Term-Notes.html

Comment by Unlucky13 on Nov 04, 2021 5:41pm
Yawn.  This sounds like long haul Covid.  It's going to take 6 more months to just get to 1.2 billion in debt.  I sense a red day tomorrow.  No dividend and no buybacks and no bonanza Clearwater news.
Comment by CashHungry on Nov 04, 2021 5:57pm
Agree there were no significant surprises in the release (positive or negative).  Next quarter they will predictably 'surprise' on the FCF by virtue of reducing Capex to about $65K and higher commidity prices and finish out the year between 450 and 475 in FCF enabling them to reduce long term debt to 1.4.  In Q1 200 million in FCF is a real possibility, therefore the 1.2 Billion ...more  
Comment by markymark1 on Nov 04, 2021 7:37pm
You are 67 cents away from your break even point.  According to what you have said in the past.  Be grateful for that.  Considering your original purchase was about $40 per share.  Not sure what you really expect?  You can always sell and buy another oil and gas company to recover the remaning 15% of your investment.
Comment by deepblue on Nov 04, 2021 6:28pm
FcF lower than previous qtr. Haircut coming tomorrow.
Comment by BayStreetWolfTO on Nov 04, 2021 6:34pm
Clearwater....CAPEX....increase $33M.... Investing in 2022...they must really believe it is a home run.
Comment by perstrudent on Nov 04, 2021 6:36pm
Curious where the capex went..obvious east duveryney 2 wells expensive..but eagleford would have been low...clearwater wells are dirt cheap so would have only been 5 to 10 million. 
Comment by BILLMINER on Nov 04, 2021 6:29pm
Running a tight ship. First priority is to reduce debt. Onward and upward the sp will go. Positive Financials and forward looking statements baked  into current sp. 4 additional wells in q4 is positive Hold for a couple years and sell at $20 a share. 
Comment by BayStreetWolfTO on Nov 05, 2021 6:55am
Good analysis Bill, we are on the same page hold long and you will be rewarded is my take as well....
The Market Update
{{currentVideo.title}} {{currentVideo.relativeTime}}
< Previous bulletin
Next bulletin >

At the Bell logo
A daily snapshot of everything
from market open to close.

{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}{{currentVideo.intervieweeTitle}}
< Previous
Next >
Dealroom for high-potential pre-IPO opportunities