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@emmpeethree1
Mar 27 • 8 tweets • 3 min read Twitter logo Read on Twitter
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NBF - 2022's top Canadian wells by cumulative BOE and top AVG BOE/d production for Bakken, Cardium, Charlie Lake, Clearwater, Duvernay, Mississippian, Montney and Viking plays 🧵

$CPG still dominates the Bakken north of the 49th

#COM #OOTT Image
Cardium

Led by $PEY.TO, Orlen, $CNQ, $SDE, $CVE, $WCP

Amazing diversity between gassy and liquidy! Image
Charlie Lake

$TOU $TVE $CNQ $WCP $KEL

quite the range from gassy to liquidy again! Image
Clearwater
Led by $BTE (dominating) Spur $CNQ

92-100% liquids! Image
Duvernay
Led by $WCP $KEC $PTR $CVX

very dry, 0-1% liquids! Image
Mississippian
Led by $WCP $VET.TO $SGY $CPG

lots of liquids! Image
Montney
$OVV (dominating) + some $SHEL

very gassy Image
Viking
Led by $WCP, Teine, $OBE

Lots of liquids Image

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More from @emmpeethree1

emmpeethree Profile picture
Mar 30
TD - Exploring Full-cycle Costs & Margins of Canadian E&Ps
-Which Companies Have the Lowest Full-cycle Costs?
gas $PEY.TO $AAV, oil $CPG $WCP
-Highest margins?
$PEY (cash cost), $SDE (F&D cost & tax pools), & $CPG (realized price & tax pools) then $ARX.TO
1/x 🧵
#COM #OOTT Image
2/x
 2023E Full-cycle Cost – PDP F&D + Cash Expenses (ex. Hedging) at Strip

and

Full-cycle Cash Costs Relative to Commodity Mix Image
3/x
 Full-cycle Cash Flow Margins (at Strip)

and

Full-cycle Cash Flow Margin Relative to Production Mix (at Strip) Image
Read 4 tweets
emmpeethree Profile picture
Jan 18
NBF - Oil, Gas & Consumable Fuels - 13th Annual Energy Conference: Continuing Momentum

Summaries on: $AAV $BIR $CPG $HWX $KEC $PSK $SGY $TVE.TO $TPZ $VET.TO $WCP

Key themes:
-Inflation, Efficiencies and Inventory
1/14🧵
#COM #OOTT
Key Themes (cont.)
-Complementing Inventory; Organically and M&A
-Emphasis for Return of Capital Remains
-Differentiation and Multiple Expansion?
2/x
Advantage Energy $AAV ; Outperform & $15.00/sh
3/x
Read 14 tweets
emmpeethree Profile picture
Jan 15
Peyto Exploration's next monthly dividend will be 11c and $1.32/year or a 9.8% yield. I've seen comparisons to $GXE.TO & $CJ.TO div, concerns on sustainability and concerns due to recent AECO/HH price drop. This report from TD shows it is sustainable.
1/x
 #COM #OOTT $PEY $PEY.TO
Netbacks and production rowing y/y
2/x
-Currently trading @~2/3 of NAV
-EV/DACF trading near eight year low
-2P Reserve Life Index (RLI) of 23.5 years based on 105k boe/d, 2022 exit production (before addition of two acquisitions made in 2022)
3/x
Read 15 tweets
emmpeethree Profile picture
Jan 12
NBF - Oil, Gas & Consumable Fuels Report - Megathread
"2023 Outlook: Down, But Not Out"
Top 2023 ideas
Oil $CVE $ERF $HWX $TVE $WCP
Gas $AAV $ARX $BIR $TOU
Themes
-Capex increase Y/Y
-Cash returns to rise
-M&A for inventory
-Historically discounted multiples
1/x
 #COM #OOTT
Read 15 tweets

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