Yangarra Resources Ltd T.YGR

Other factor...on q3 production

[kavern23]

Other factor on Q3 production could be why rush in new wells early part of summer when July AECO is 1.93 and August is 2.24.  

Really wasnt market price incentive to rush in things just to hit a number.

Q4 is going to be so important

[Helloworld]

You are reinforcing the point. Investors should not need to guess at this stuff.. if there are any points that explain why they are not going to meet the 13k production  (delaying completions for better pricing which makes sense as kind of odd otherwise to have 9 wells coming online at end of Q3 at roughly the same time, new completion methods slightly delaying production) this should be

[Hendrick3]

I learned something about their approach to capital spending and labour management. They are able to deliver such low cost drilling and completion by keeping a committed crew employed so they are resistant to chopping capital short term because they want to maintain that loyalty.  One of their objectives is to be a trusted employer in the area. Very different from other companies but the low

[kavern23]

Totally agree with you on low costs. And I like strategy YGR is pursuing. And in any type of merger scenario, YGR can bring to the table it's "internal oilfield service" division. Companies like Petrus could really potentially really benefit from savings on new pipeline and lease builds on if they had acess to YGR oilfield services division. Critical decisions are going to have to

[Hendrick3]

What would Petrus bring to the dance. Ygr made 11 cents eps and Petrus lost 9 cents eps. Ygr 29 cents FFO and Petrus 13 cents. Not sure nat gas processing capacity is worth enough to make a deal. PQR looks over priced relative to YGR. I wouldn't hold my breath but maybe you could tell me what I am missing. 

[kavern23]

Valuations and mergers agreements are tricky but any type of merger would bring plenty of benefits. A combination would have size to attact a different type of investor and more instituations. But the biggest benefit of any type of merger is ability to run a less combined capex program in 2024. Yesterday Strathcona Resources press release shows kinda direction of these take overs. Pipestone was

[pennydredful]

People  are  TRICKY  .  Some   have  border line personality disorder , orhers  are  sociopaths , some  are  narcissists ,  some  are  dishonest ------------------You   can   probably   name   a few  more  .

[kavern23]

Penny would are referring to here? I dont own YGR or Petrus stock. Just saying download both presentations, look at land maps and other factors and Aeco pricing...and dont think a person is out to lunch to raise that question...why are both companies spending capex on pipleines and compression.

[cfliesser]

merger makes sense to me. I think it would be a good thing. The market doesn't like smaller market cap.

[kavern23]

Cliff...to ride out a potential softer period of Aeco I think any type of merger would be wonderful. It's also wierd to me how Petrus Q3 results announced a 1 cent a month divy in 2024 starting in January.  Lol who is announcing divys right now for juniors? Other thing that makes sense of any type of business combo is in 1-5 years out.... would Spartan Delta or Peyto be more interested

[pennydredful]

If   I  was  refering   to  anyone  ( I  could be)  It   would   be  slanderous  to  put  it on  a public  board.However   these   issues  and   others  may  prevent  any  merger  in  general . There  was  an article  in