Yangarra Resources Ltd T.YGR

Kavern July production estimate

[kavern23]

Surprised nobody has posted any numbers been out since Friday...am I only obsessive compulsive person with an addictive personality out there....

i haven't rushed to post as nobody in cardium looks that hot for July im cardium. Kinda expected this as most companies didn't drill much in q2 and cut back on drilling.

ygr July looks comparable to what did in q4...11100 boe ish, 1800-1900 on oil per day and ng and ngl one can reverse cal but not worth doing.

postive is august should have more oil from new wells and belly's river wells look good and economic.
orginal discovery well looked 105 barrels  of oil per day which is good as well is near 30k now, well that is confidential on hours.

[kavern23]

I looked at entrada closely for July. Ignoring if they have any jv production but they look really for production. 1000 on oil per day and 2000 on ng boe so with NGl they may be a 3500 boe ish a day company. ipo, Bne, Petrie...the problem is on oil side,...nobody is going to run higher than q2 for oil even if bne cl wells hit well it won't really help until q4 numbers. I got Bne around 6100

[kavern23]

Obsidian energy definitely has some good wells in peace river. Such an oil price risk as they will feel alot of pressure if heavy oil prices are ever under 50 bucks...over 50 gravy for them as running 3 rigs in  peace river and need decent timeframe paybacks.  With current prices I think Obe is limited for wily green drilling locations but pembina can drill. If Obe can get oil prices to

[TheRexmember]

Is that just Cardium oil? If so it sounds about right for BNE. there should bbe another 1400-1500 NGL's plus Charlie lake around 550 barrels and Montney at 300 barrels.  Interesting numbers on Entrada if they are down around 3500 barrels the takeout price would be about 1/3 lower before further discounts for gas weight, non- op production, limited Cardium interest etc.  I