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Bullboard - Stock Discussion Forum Paramount Resources Ltd T.POU

Alternate Symbol(s):  PRMRF

Paramount Resources Ltd. is a Canada-based energy company. The Company explores and develops both conventional and unconventional petroleum and natural gas. It also pursues longer-term strategic exploration and pre-development plays and holds a portfolio of investments in other entities. Its principal properties are located in Alberta and British Columbia. The Company's operations are organized... see more

TSX:POU - Post Discussion

Paramount Resources Ltd > Overdone - In My Opinion
View:
Post by MyHoneyPot on Mar 06, 2024 7:28pm

Overdone - In My Opinion

REVIEW OF OPERATIONS In 2023, the Company: Achieved record annual sales volumes of 96,393 Boe/d (46% liquids), an increase of 9% from 2022, despite production being impacted by 3,700 Boe/d from dispositions completed in early 2023 and 3,300 Boe/d from the Alberta wildfires. Increased Grande Prairie Region annual sales volumes by 21% to an average of 70,943 Boe/d (51% liquids), representing 74% of total Company sales volumes. Increased sales volumes in the fourth quarter to an average of 101,348 Boe/d (46% liquids). Drilled 55 (50.9 net) wells, brought 44 (40.5 net) wells on production and completed the liquids handling expansion of its Leafland natural gas processing plant. Directed $55 million toward the settlement of asset retirement obligations, including the abandonment of 82 wells and reclamation of 113 sites. Completed the replacement of 48 pneumatic chemical pumps, which is estimated to reduce vented methane emissions by approximately 2,200 tCO2e per year. Realized cash proceeds of $370 million in January 2023 from the sale of its Kaybob Smoky and Kaybob South Duvernay properties and certain other minor interests in the Kaybob Region (the "2023 Kaybob Disposition"). Repaid all outstanding balances on its $1.0 billion revolving credit facility and reduced net debt to $60 million as of December 31, 2023. Paid $2.50 per class A common share ("Common Share") in cash dividends to shareholders, including a special cash dividend of $1.00 per Common Share in January 2023. Capital expenditures in 2023, which were largely directed to the Grande Prairie Region Montney developments and Kaybob North and Willesden Green Duvernay developments, totaled $732 million. Capital expenditures in 2024 are expected to range between $830 million and $890 million, resulting in expected average 2024 sales volumes of between 100,000 Boe/d and 106,000 Boe/d (47% liquids). Planned capital expenditures in 2024 will be focused on Paramount’s Montney developments in the Grande Prairie Region and its Duvernay developments at Kaybob North and Willesden Green. Activities in the Grande Prairie Region and Kaybob North Duvernay area include the drilling and bringing on production of new wells. Planned activities at Willesden Green include the drilling and bringing on production of new wells and the construction of a new processing facility which is anticipated to start-up in the fourth quarter
Comment by WillyGreen on Mar 06, 2024 8:50pm
Reduced 2024 guidance by 9000 bpd which can be rationalized (1000 sold; 2250 shut in due to poor gas pricing; 1000 freeze related; 6000 overestimate of karr 7-33; but Willy better by 1000 or 1500). Free cash flow 100m  lower in 2024 due to the above. So approximately 70 cents a share. Make it a $1 cheaper in share price and there is your opportunity on the sell off.  National now $37.50. ...more