9 Comments

> I post these estimates with a grain of salt. I am not clairvoyant.

Mate, you would never make it as a fund manager ;p

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Fund managers are parasites. I manage my own money.

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Got BTE? Any estimate?

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I hold BTE. Q2 production about 82,000 Boe/day; cash flow before hedges ~CAD$400 million after hedges ~CAD$280 million. Another company squandering opportunity with hedges.

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Michael, your numbers were bang on. Your right the hedges were a drag but I thought it works both ways given their financial situation years back. Do you maintain $10 PT on previous note I read? Thx

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Long term price more likely in the $30's. I don't set price "targets" which I consider a waste of time. I do expect BTE to trade north of $10 this year.

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Also short term do you expect a sell on the news if recent price already baked in. 2x Thx!

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There is always some "sell on the news" in volatile markets. I think it may be noise.

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Wondering if WCP divi priced in - they announced the increase for july and for 2023 already. Another small increase would be appreciated, it needs all the help it can get.

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