10 år? Snart 20 år gutten min.

👍

Nikko
I går kl 15:45
1391
Operating & Financial
At Kakwa Central, the last of three wells spud this month and, subject to completions and tie-ins, will likely be on
stream for the fourth quarter. Until then, we expect our production volumes to decline naturally. Reflecting this
decline, our production volumes for the quarter decreased by under 10% over the same period last year and
averaged approximately 1,700 boe/d.
Lower commodity prices and production contributed to lower revenue and adjusted funds flow from operations
in the period. We generated $3 million in adjusted funds flow from operations compared to $4.3 million last year.
Net of capital investment of $2.6 million, we nominally increased our working capital surplus of mainly cash to
just over $30 million.

Quarterly Financial Information
Mar 31 Dec 31 Sept 30 June 30
($ thousands, except as noted) 2024 2023 2023 2023
Production (boe/d) 1,664 1,794 1,830 1,978
Average Realized Price ($/boe) 59.43 59.04 63.71 59.46
Petroleum and Natural Gas Revenue 8,998 9,743 10,725 10,702
Adjusted Funds Flow from Operations 2,973 3,209 3,034 5,335
Net Income (Loss) (175) (26,003) (337) 1,692
Basic and Diluted ($/share) – (0.06) – –
Capital Expenditures, net of acquisitions and dispositions 2,630 3,588 845 2,469
Working Capital Surplus 30,211 29,866 30,191 28,013
Total Assets 172,968 172,346 197,716 201,213
Shareholders' Equity 144,148 143,667 169,636 169,444
Weighted Average Common Shares Outstanding
Basic (thousands) 428,516 428,516 428,516 428,516
Diluted (thousands) 428,516 428,516 428,516 431,100

Stemmer det Med minus 175.000 CAD som resultat så blir det fort trangt i døra i morgen. Vi får håpe på det beste men jeg frykter det verste.

Ser bra ut dette.Er det kjent hvor mye forventes fra 3 nye wells?

Er wells brønner på norsk ?

Du bliver slemt skuffet, når dit ultra lave kursmål igen slår fejl, men i bund og grund er det vel ligegyldigt for dig, når du alligevel ikke ejer aktier i QEC.
.........kom nu frisk, ejer du aktier eller ejer du ikke aktier i QEC, eller er du bare sortseeren, som elsker at komme med negative kommentarer i alle tråde?

Hvorfor spørger du egentlig, når du kender svaret?

Ja, det ser netop godt ud, når de nye wells kommer i produktion!!

Er det must å være tynn for å være idiot?😊

Men når man har 250.000.000 i banken fra før, så er det liten grunn til panikk. Det vesle underskuddet i Q1 er utgifter til inntekts erverv. Altså til å spudde tre nye brønner. Enhver med noenlunde økonomisk forståelse vil kunne forstå det. Altså vil det ikke være noe katastrofalt fall i kursen i morra. Synes det er trist at masse feilinformasjon får lov til å florere.
Jeg er helt enig med tynnidioten at kursen vil bevege seg smått nedover i løpet av uka. Men tøvet ditt med 1,20 - og katastrofevarsler for en ubetydelig kvartalsunderskudd, som attpåtil skyldes investering i høyere driftsinntekter, blir rett og slett for dumt.

For noe tull, vi driter vel i disse resultatene i disse mnd. Er ikke dette vi er ute etter. Om det vil være slike tullinger som du som selger om du har 20 000 aksjer så får du gjøre det. For mye skriving her inne som folk egentlig ikke er interessert i!

Tynn har sin bakgrunn i at jeg var (og er) langsiktig (25 år) aksjonær iThinfilm.

Jaja. Da forstår jeg. Du har mye penger og håper å leve lenge eller kanskje du tilogmed er veldig ung?

😂

Spot on!

Nei, men aksjen har falt 99,97%.
Noen sier at man skal være langsiktig/tålmodig.

Hvorfor skal kursen ned når det bare kansje er dager til vi får en bekreftelse på at energipolitikken i Qubec og Canada skal endres til å inkludere naturgass? Vi har en av de største triggerene rett forann nesen så mener dere kursen skal ned?Mange her inne med dags perspektiv på qec skjønner jeg.

QEC (Neutral, tp NOK 2.4) – Q1 24 as expected, positive pipeline opening, Quebec upside still alive

Q1 financials as expected: After market close on Friday, Questerre reported Q1 24 EBITDA and recurring net income of CAD 2.4m and CAD -0.2. That was roughly in line with our forecast of CAD 2.2m and CAD -0.5m. Average realised price was above our forecast (driven by gas price realisations), partially offset by 7% higher production unit costs that we had modelled. Net cash of CAD 35.9m was above our estimate of USD 34.4m due lower capex and marginally higher EBITDA than we had modelled. Overall, we view Questerre’s Q1 24 financials as a neutral data point.

Share price reflects value of production, not net cash and future opportunities: Along with its effort to pursue compensation for its gas discovery in Quebec, the company has over the past few quarters increased its focus on CCS business opportunities. CEO Mike Binnion wrote Carbon capture and storage (“CCS”) is also important to our plans to build assets outside Quebec. We are exploring opportunities to develop zero-emissions projects using carbon storage with First Nations in Alberta”. In the short to medium term, we believe the key upside potential for the Questerre investment case a potential compensation for the loss of licence and/or lost NPV for its Lowlands project in Quebec. The current share price discounts the value of the conventional assets but does not assign any value to net cash, potential compensation and CCS opportunities.

Trans Mountain pipeline commences commercial operations, spreads likely to narrow: Following the receipt of relevant permits, the Trans Mountain oil pipeline expansion started commercial operations in early May. The pipeline runs from Edmonton in Alberta to the West Coast. The expansion will increase the pipeline’s capacity by 590 kboe/d (up to 890 kboe/d) and probably narrow the spread between local Canadian benchmark prices and international crude prices as it improves Canadian oil producers’ access to export markets. While the commencement of commercial operations is positive, we also observe that some industry sources indicate infrastructure constraint at the port of Vancouver, which suggest the initial exports may be lower than the pipeline’s maximum capacity. Nevertheless, a lower discount to Canadian oil prices is likely over the next few months and quarters. That should, in our view, benefit the entire oil industry in Alberta.

Challenging to assess outcome of Quebec compensation: Questerre has previously reported that it is working on a damage report for the lowlands project in Quebec, where the company will require compensation for historical costs (CAD 160m, or NOK 2.9/sh unrisked and undiscounted) and loss of NPV. Regarding the latter, peer Utica Resources has filed a two-digit billion dollar claim to the Government in Quebec for the same reason. We have included the assets in Quebec at conservatively risked amount of NOK 1.0/share (historical cost of NOK 0.58/share and risked upside NPV loss of NOK 0.40/share). In a blue-sky scenario where the company gets compensated for historical costs and a USD 1/boe lost NPV, we estimate a total compensation of 10-11/share, illustrating the massive upside potential vs. the current share price of below NOK 2/share. At the current stage, we think it is difficult to have any conviction on the outcome of the judicial process, but we expect that the recent news may motivate some retail trading.

Tynde, du får sgu "credit" for at sende et positivt indlæg omkring QEC for en gangs skyld.

Hvilket meglerhus kommer analysen fra?

SB1M
Det er kun et meglerhus som har noe med QEC å gjøre.

Takker.

Hvorfor ?
Nå fikk du uansett bekreftet at kursen skulle ned. Tradisjonen tro.

First quarter 2024 earnings released
First quarter 2024 results:
• Revenue: CA$7.95m (down 10% from 1Q 2023).
• Net loss: CA$175.0k (down 119% from profit in 1Q 2023).
Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.

Denne aksjen stinker, noen prøver desperat og skremme folk ut! Null omsetning og 2 skremmeposter på salg. Hvor dumme tror de egentlig folk er? Kjøper man for knapt en million så er plutselig aksjen med positivt fortegn. Her er det bare å sitte for det er tydelig ut ifra handelsmønsteret at noen ønsker seg inn.

Muligens skremmeposter...?

Eventuelt noen som sier nok er nok, dette gidder jeg ikke mere, life is too short!

Og vipps, så ble de trukket tilbake.

@ti, tusen takk ti, ha en fin dag :))

Og der var de to skremmepostene vekke… rart med det! Klassisk stoploss ran, der de prøvde på å trigge stoploss til folk med å dumpe en stor post for å så sette samtlige skremmeposter på salg, men det er åpenlyst så lite interesse for denne aksjen at de kom ingen vei med det… patetisk!

Pussig at ingen kjøper disse postene - hvis det er slik du sier.

Spirrevippen skriver jo at det er åpenlyst ingen interesse for aksjen...

Svært interessant det de sier her:

Share price reflects value of production, not net cash and future opportunities: Along with its effort to pursue compensation for its gas discovery in Quebec, the company has over the past few quarters increased its focus on CCS business opportunities. CEO Mike Binnion wrote Carbon capture and storage (“CCS”) is also important to our plans to build assets outside Quebec. We are exploring opportunities to develop zero-emissions projects using carbon storage with First Nations in Alberta”. In the short to medium term, we believe the key upside potential for the Questerre investment case a potential compensation for the loss of licence and/or lost NPV for its Lowlands project in Quebec. The current share price discounts the value of the conventional assets but does not assign any value to net cash, potential compensation and CCS opportunities.

Altså er analysen gjort UTEN å ta hensyn til netto kontanter (i størrelsesorden 250 mill) eller fremtidige inntekter i Quebec.

Klarer ikke å se 1,20 som noen spådde... Derimot ned 0,045 kr.

Ender vi i plus idag?

Fikk en post på 25k til 1,68. Håper på mer.
Synd at de store salgspostene forduftet.

Njet, krystallkulen sier nå at vi slutter på 1,68.

Nu er det vist en diskussion på ord.
Jeg ved og mange andre sikkert også, hvad spirrevippen mener, når der skrives ingen interesse (salgs)

Heldigvis er det et lavt volum - som normalt i aksjen. Ville blitt bekymra om omsetningen var i størrelsesorden 10 millioner. Husk at omsetninga rett etter 26/1 var på rundt 100 millioner. Og da i pluss. Oppgang på stort volum. Fall på lavt volum er i alle bøker positivt for aksjen på sikt.