Headwater Exploration Inc T.HWX

clearwater learning curve.

[Bennys65]

I guess it is stating the obvious when I suggest that the clearwater players are   improving their productivity by watching and feeding off each others results.I was listening to the excellent 3 part series with tve and Sohaib Abbas and picked up that in the discussion on waterflood tve found that delta stream  in  Martin Hills core was not injecting enougth water into their floods to get the best results.If you follow tve closely you will know that tve made waterflood early on  a priority and hired the best talent out there.With over 60 million per section of oil inplace hwx started their waterflood in martin hills early.They reported stabilized production and plan to have the whole field under flood sometime in 2024.In their last corp pres they snuck in that they were increasing their water injection by 70% clearly piggy backing off tve expertise.By itself this is not a game changer but the cumlative effect of these companies watching each other and refining their approches will make the most profitable oil play in north america even more profitable.

[marketsense]

Again,  another great tidbit of information Benny.   Just like your comment about how  TVE and HWX can benefit by piggy backing off each other,  so do I and most likely others are doing off your posts.  Thanks again for giving more insight about Clearwater. I am looking at this recent correction as another buying opportunity.  I think I am now on my 6th flip and

[pogohere]

Thanks for the great find,  the excellent 3 part series with Brian Schmidt, CEO/PRES of TVE and Sohaib Abbas. The three part series of interviews with the CEO/Pres Brian Schmidt is very detailed and informative: (3h & 20Min total) I am far less concerned about the debt incurred by TVE's purchase of Deltasream after listening to these interviews.     Part.A

[Bennys65]

This stock is acting as if people are expecting some positive news.It has been some time since i have seen that in hwx or any other oil company in canada.Hope they are right.We will soon be seeing news flow starting next week .hwx reoports first week of august.

[JohnnyDoe]

Well, the narrowed WCS spread looks pretty positive for HWX. Their guidance uses 75.21 wti and 77 cdn pricing assumptions. With the narrowed spread, they're getting quite a bit more than 77 and the narrower spread looks like it's going to be more structural than cyclical, so long term. Good times in Alberta right now