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Bullboard - Stock Discussion Forum Zargon Oil & Gas Ltd ZARFF

Zargon Oil & Gas Ltd is a producer of oil and gas. It is engaged in the exploration, development, and production of oil and natural gas in Canada and the United States. The company works on three phases of oil reservoir exploitation which include Primary recovery, Waterflood recovery, and Tertiary recovery. Its portfolio includes Alberta plains north, Alberta plains south and Williston basin... see more

GREY:ZARFF - Post Discussion

Zargon Oil & Gas Ltd > ZAR's Little Bow ASP can now generate significant returns!
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Post by stockfy on Jul 09, 2018 9:44am

ZAR's Little Bow ASP can now generate significant returns!

WCS has exceeded C$65 per barrel and will remain above C$65 per barrel in the second half of 2018 thanks to today's great news from Syncrude, see below.

Meanwhile, the price for light oil in Canada, Edmonton mixed sweet, is estimated to remain above C$80 per barrel by year end.

These developments bode well for ZAR's Little Bow ASP project. Thanks to the current oil prices, ZAR's Little Bow ASP can generate significant returns and therefore can be sold on a separate deal, given that its breakeven price is about $65 per barrel (WTI). 

If ZAR sells just one of its oily  assets with the same key metrics like Altura's (ATU) recent deals, ZAR will surpass C$1 per share.
 
 
Syncrude seen returning to full production in September
 
Jul. 9, 2018 7:27 AM ET |By: Carl Surran, SA News Editor 
 
Suncor Energy (SU) says the Syncrude oil sands project, offline since a power outage last month, will ramp up to full production in early to mid-September, with pipeline shipments of treated product estimated to be 60%-70% of capacity for August.
 
The previous outlook had called for a return to full production by late July, although a report last Friday had tipped off the possibility of a longer outage.
 
Syncrude is capable of producing 360K bbl/day of oil; SU is operator and owns a 75% stake in the project, while Imperial Oil (IMO) owns 25%.
Comment by pablo87 on Jul 09, 2018 8:26pm
I hope so; I just thought personally after 3 years of losses on shares (have only made money on debbies on this one) that while debbies have less upside they have a lot less downside. I also feel debbies may have leverage in a transaction.  I'm not convinced short term WCS appreciation would impact a buyers' offer a heck of a lot; Line 3 and Trans Mountain expansion is probably more ...more  
Comment by rad10 on Jul 10, 2018 4:20pm
pablo - owning the common stock in Canadian juniors has been brutal - lost my shirt on bellatrix, and Pace / Avenir.  I no longer buy Canadian junior minors or O & G.  Stick with the debbies - lower potential return, but considerably less potential for manipulation and shenanigans with the capital structure.
Comment by pablo87 on Jul 10, 2018 4:59pm
Rad, also maybe they sweeten pot to get our approval for a transaction that falls outside the indenture t's and c's which of course will be at the expense of shareholders.
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