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Bullboard Post History

by alertmeipp


T.ARX

RE:CEO should step down

disagree. One of the best management team around.

August 10, 2021

T.ARX

RE:RE:RE:RE:RE:Oil up 2.5%, ARX Unchanged

check the price assmption they are using vs mine. the #s are from RBC report

August 10, 2021

T.ARX

RE:RE:RE:Oil up 2.5%, ARX Unchanged

So in next 3-5 years. - VII's asset base decline rate will be much lower...

August 10, 2021

T.ARX

RE:RE:RE:The Reality of ARC Resources

well.. I think it will work but will take time. VII was a grower, ARX was...

August 10, 2021

T.ARX

RE:The Reality of ARC Resources

They are trying to get VII's asset into lower decline rate to harvest...

August 10, 2021

T.ARX

RE:RE:Oil up 2.5%, ARX Unchanged

ARX is quite a bit cheaper.  I suspect VII shareholders are selling out...

August 10, 2021

T.ARX

RE:Attachie and Treaty 8

what are you talking about? Attachie will be generating $250 mm FCF starting...

July 31, 2021

T.CUM

Those complained about China.

sure does not understand how things work in capital market

July 31, 2021

T.PEY

RE:RE:RE:All Aboard

PEYTO was a $20+ stock with lower oil and gas.. and their cost is going lower...

June 12, 2021

T.NVA

RE:RE:RE:RE:RE:RE:RE:NVA vs KEL

It really depends on what one wants. If one believes the NG and oil price...

June 12, 2021

T.NVA

RE:RE:My simple view

NVA's management is not bad. I think they were doing quite well until oil...

June 8, 2021

T.NVA

My simple view

So the plan is to grow to 80k boe/d in 2023, assumg they trade around 25k boe...

June 7, 2021

T.PEY

RE:RE:Strange Day

It won't be too bad, they will make good money even with the 207,500 @ 1...

May 25, 2021

T.BTE

RE:chart of the decade, light oil discount

half of canadian export goes to PADD 2 (Midwest) Refineries ... there is an...

October 12, 2018

TBTEF

RE:RE:Anyone know if decommission liability is senior to the debt?

I saw that before but those are secured debt, TBE's convertible debt is...

June 26, 2016

TBTEF

RE:RE:In the announcement it said the best deal for all

End of shareholders for sure, 6 cents, many other oil names are up 2x 3x...

June 26, 2016

TBTEF

RE:RE:Fairness?

Of coz, it's not fair, in a liquidation scenario - the equity holder won&...

June 26, 2016

TBTEF

Anyone know if decommission liability is senior to the debt?

in case of CCAA

June 26, 2016

TBTEF

RE:Debenture holders better off if TBE goes bankrupt?

I think it's likely but there is not gaurantee. But at current offer, 6...

June 26, 2016

TBTEF

Convert debt should get ~$18 from the current deal

$14 deal price + acrued interested 8/12 * 6.25. (Assuming the deal close end...

June 25, 2016

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