Post by
MyHoneyPot on Nov 03, 2022 3:41pm
Q4 - Result to anticipate 2022
Q3 POU produced (97601 boe/day) in Q4 if they produce (107,000) which is projected production growht 9.63% growth in one quarter, add to that 150 million in FCF.
So with a current enterprise value of roughly 4 billion dollars, these assets on the balance sheet actually reduce the enerprise value of POU, unlike other companies that have debt that need to be added to enterprise value.
Just based on growth between Q3 and Q4 (9.63%) which is about 3 dollars higher in terms of stock value.
The energy prices for Q3 were $6 dollar gas, Oil/Condy $112 dollar gas, Liquids $51 dollars gas
The exchange rate for Q3 was 1.31
In Q4 we are going to have a great exchange rate, good commodity prices, and increased production.
Adding 10% in value in a single quarter, POU is off to the races, and I expect production forecast for 2023.
IMHO
Comment by
dselvonm on Nov 03, 2022 8:18pm
Let's see what the analysts have to say tomorrow. Tepid market response today to the news.