Follow me on Twitter and I’ll update my TSX small oil producer (5000-20,000 boepd, >50% oil and liquids) compset. Likely tomorrow. Art to this but idea is to use all company disclosures, no judgement, hinged completely on reality, not fantasy.
This is the last attempt linked below but I was too bullish across the board on price increase on NGLs (most getting CAD 50-60/bbl currently).
Nevertheless IPO was, and still is, the cheapest company in this range on a cash flow or free cash flow basis. Yangarra appears to have cheaper reserves but they are lower quality assets that consistently underperform on capex requirements.
Disclosure: locked and loaded here with multiple 6 figure position but I haven’t diversified YET because InPlay keeps remaining cheap!
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