Paramount Resources Ltd T.POU

Interesting thoughts, guys.

[fishcarrier]

I think it stands to reason that the stock will drop to $15. After that, it might drop some more to 12 and 10. My thinking is to keep my powder dry, see how far the stock falls, hen jump in. Because I do believe that after the initial drop, it will pick up nicely as the year and the production progress. So, I don't see the reason for holding it now. To me that's too big a gamble. Sell at today's prices and you have a nice kitty to work with again. I already sold my pot.

[MyHoneyPot]

Well the way i see it is like this, POU = 27 dollars a share cash+securities+Fox drillion.  Pou now has all owned infastructure in place for North Duvernay and Willesden Green, that means that those are going to be high return barrels with greater than 50% oil weighting. Very valuable with owned infastructure.  So the day the dividend happens POU with have roughly 1-6 - 1.8 billion in

[black4444]

I can get on board with $22 a share at year end 2025. That's imputing roughly $50k per flowing bbl + $1b cash/securities.   I'll push back a bit on the Horn River/Liard potential.   Apache/Encana/Nexen et al were drilling wells up there in the early 2000's. Notwithstanding spectacular results, with AECO in the $4 to $6 range the projects were deemed uneconomic.  

[Moemoney42]

Assuming we trade at today's close of roughly ~$31/share, minus the $15 in Q1-25 leaving $16/share, I would think by the end of Q1-25 we'll see some stats on the new wells they're drilling in their new prospective areas.  If those wells come in decent they could update plans for 2025 although the 50% increase for the end of the year in my mind pretty much tells me they have that