Welcome to the Connacher Oil and Gas Hub on AGORACOM

Connacher is a growing exploration, development and production company with a focus on producing bitumen and expanding its in-situ oil sands projects located near Fort McMurray, Alberta

Free
Message: Re: Any idea's
2
Aug 23, 2011 11:12AM
2
Aug 23, 2011 06:30PM

Aug 24, 2011 01:18PM
2
Aug 24, 2011 02:17PM

Aug 25, 2011 02:07AM

Aug 26, 2011 03:56PM

Aug 29, 2011 01:27PM
1
Aug 29, 2011 02:30PM

Aug 29, 2011 02:41PM

Aug 29, 2011 02:47PM

Aug 29, 2011 03:08PM

Aug 29, 2011 04:33PM

Aug 29, 2011 04:57PM
1
Aug 29, 2011 05:58PM

Some numbers to know. I found the hedges as well.

The lower chart is what keeps me interested, saw it on the other board, however pulled both of the off the aug 2011 presentation.

HEDGING STABILIZES CASH FLOW
Crude Oil Hedges (CLL is long crude oil)
WTI Swaps:
• US$90.60/bbl on 2,000 bbl/d for calendar 2011(1)
WTI Costless Collar:
• US$80/bbl by US$96/bbl on 2,000 bbl/d from
Apr 2011 – Mar 2012
• US$80/bbl by US$100/bbl on 2,000 bbl/d from
Jul 2011 – June 2012
• US$80/bbl by US$120/bbl on 2,000 bbl/d for calendar 2012
Natural Gas Hedges (CLL is short natural gas)
AECO Swaps:
• $4.20/GJ on 4,000 GJ/d from Oct 2010 – Sep 2011
• $3.87/GJ on 4,000 GJ/d from Sept 2010 – Aug 2011
AECO Costless Collar:
• $3.70/GJ by $4.30/GJ on 5,000 GJ/d for calendar 2012
Gasoline Hedges (CLL is long refined products)
• WTI plus US$27.50/bbl on 1,000 bbl/d of gasoline from
32
Sep 2011 – Mar 2012

CONNACHER IS VALUABLE(1)
Estimated Net Asset Value (NAV) $millions
Proved and Probable Reserves (2P) (2) $3,101
Best Estimate Contingent Resources (2) $571
Land Value (3) $15
Book Value of Refinery (5) $83
Investment in Gran Tierra (legacy PDP) (4) $22
Working Capital (5) $19
$3,811
Less: Face Value of Long-Term Debt (6) ($880)
Estimated NAV $2,931
NAV per 448 million Shares Outstanding (5)
Pre-Tax NAV per Share $6.54
After-Tax NAV per Share $4.98
After-Tax 2P NAV per Share $3.71


Aug 29, 2011 09:19PM

Aug 30, 2011 12:38AM
Share
New Message
Please login to post a reply