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Bullboard - Stock Discussion Forum Yangarra Resources Ltd T.YGR

Alternate Symbol(s):  YGRAF

Yangarra Resources Ltd. is a Canadian junior oil and gas company engaged in the exploration, development and production of clean natural gas and conventional oil. The Company has its main focus in the Western Canadian Sedimentary Basin. The Company has developed its land base to target the halo Cardium at Ferrier, Chedderville, Cow Lake, Chambers, O’Chiese, and Willesden Green with a focus on... see more

TSX:YGR - Post Discussion

Yangarra Resources Ltd > ATB on new wells
View:
Post by Hendrick3 on Mar 28, 2024 2:48pm

ATB on new wells

ATB comments. No mention of any JV interest in any of tge prolific wells. 

 

Positive Cardium Well Results at Ferrier
Event: Based on updated public monthly production data for February 2024, we are highlighting two positive well results for YGR: its 13-12 and 14-12 Ferrier Cardium wells. These wells both came on stream in February 2024, with the 13-12 producing for 575 monthly hours and the 14-12 well producing for 539 hours. Combined, these two wells add 1,937 boe/d of new production relative to a Q4/23 production base of 11,133 boe/d. As a result, we believe that these wells should help stabilize the Company’s production levels despite the pullback in capex for 2024, especially in H1/24. At the same time, the additional volumes should allow quarterly numbers to meet or potentially exceed current Q1/24 expectations of 11.1 mboe/d. These two wells were drilled in the Ferrier area, which is where the Company has some of its best wells. The laterals were also longer with lateral lengths of 2,800-2,900m. The combination of the core location, along with the longer laterals, contributed to the solid production
Comment by Hendrick3 on Mar 28, 2024 2:51pm
Kavern if you move quickly you can still acquire Ygr at 5 cents above 3 year low. With well information much more public, I think the bottom is in. 
Comment by kavern23 on Mar 28, 2024 3:10pm
I agree with you in bottom is in and this is a good buy...question is how much time does a person have to buy shares before share price rises Even before these wells hit and Feb looks good....I think YGR bottom was in as they survived Q4...with no material damage to debt reduction pace. I was alot more comfortable with YGR when i seen 15.9m capex for Q4. I think it would be closer to 23-25m ...more  
Comment by Hendrick3 on Mar 28, 2024 3:23pm
You are a perfectionist my friend. Not only do you want the bottom but you want to buy just before max upward velocity. I hope you nail it. 
Comment by Hendrick3 on Mar 28, 2024 3:36pm
more from ATB report.  amazing FCF for  given based on 2024 strip pricing which is extremely low for 2024  Strip Pricing Valuation: Based on current strip prices, YGR is trading at 2024 EV/DACF multiple of 2.0x. Referring to initial 2024 guidance that was released on March 7, 2024 with Q4/23 results, the Company has cut back its capex this year with a 2024 capital budget of ...more  
Comment by TheRexmember on Mar 29, 2024 7:04pm
Does it say how many wells they are forecasting, costs per well, water -flood capex and any notes about new exploration plays?
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