Yangarra Resources Ltd T.YGR

Buzz on the Bullboards: Bombardier, world woes, a smart fridge, and top shelf weed

[kavern23]

Lots of trumps tariffs talk is to keep USA dollar so strong against the Euro and Yen. You look at Japan and back in 2020....1 usd was worth 105 yen...today 1 usd is worth 150 yen...that is crazy

[Jonathon Brown]

A highlight of the week was Bombardier (TSX:BBD), which reported impressive growth in its Q3 2024 results. read article.

[kavern23]

I absolutely think obsidian is very interested in entrada...especially with valuations being in 2 to 2.5 times cf. is what it is but that is the valuation fiddlehead guy says in their video

[Hendrick3]

Trump counts Canada as part of the US claim of energy self sufficiency. There is no motivation for him to tariff what the US needs and this would fly in the face of him trying to reduce energy costs.&

[margaritaman]

Tariffs are inflationary. Can't have low interst rates and tariffs. My money is low interst rates. 

[pennydredful]

Trump  admin.    will  impose   tariffs   on   all  imported  oil and   gas  including   Canadian  ?

[Helloworld]

Only rationale explanation. Otherwise no way for them to drill and complete with no current rig drilling.  Gas prices climbing, FCF this quarter should be good. Hopefully capex around 10 million

[margaritaman]

Is wasn't counting the 4 chambers as coming on line in Q4 as they were producing for part of September.  Thanks for clarifying. 

[Helloworld]

The 8 wells they will bring online are all already drilled. They have 4 Chambers (which technically came online late Q3 but I think they are assuming Q4), 1 glauc, 1 willy, and 2 Cheddar that have

[margaritaman]

With a plan to bring up to 8 new wells on line this quarter they had better get busy.  One possibility is they are able to maintain production at  ~11,000 boe/d by bringing on the wells they

[BrownDog5340]

Do you think Obsidian would even be interested in Entrada?

[kavern23]

Inplay oil is in trouble long term if they don@t get entrada and obsidian outbids them. entrada only drilled 4 wells this year and q1 2024 they state production is like 3900 boe a day. Lower commodity

[Hendrick3]

I used to be a big holder of IPO but in looking at the fundamentals, I couldn't see why IPO was over double ygr so shifted the ipo to ygr. I actually believe ygr should be a higher price. The last

[kavern23]

Good Post Margaritaman. Out of YGR, IPO, PRQ...I think IPO has biggest share price decline risk by far.... IPO increased their debt from 50M in Q2 to 68m in Q3 with commodity prices sinking now in

[margaritaman]

Kav, Just did a quick calculation and based on the following YGR woud still FFO ~ $80M and with a $60M capex we are looking at FCF of ~ $20M $60 WTI Differential remains at about $5 for

[margaritaman]

For obvious reasons net debt gets a lot of focus when comparing E&Ps but  ARO, while often times substantial, does not carry the same weight for many. One of the knocks on YGR is the debt