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Re: PWE Earnings      5-Nov-09 12:08 pm    
Hedging for Q3 was already known and was very little compared to other companies so my expectations for Q3 are to have a slightly better FFO than in Q2 (I expect around $10m) but Q4 is when we could see a significant improvement, October is already in the bag and had oil prices in the $75 range, November started well with close to $80, NG also recovered somewhat. I still hope that ENT was a bit more aggressive on hedging and has locked some Oil at $80 or above for the coming quarters and NG at $5 or $6 too (Q1 and Q2 futures went close to $6 last month). We will see what they announce but again Q3 should be better than Q2 but not by much, Q4 should be the good one ($15+m FFO).


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allan74z

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PWE reported for the third quarter this morning. While ...
legalbark (1 Rating) 5-Nov-09 07:46 am  
 
Re: PWE Earnings
allan74z (2 Ratings) 5-Nov-09 12:08 pm  
 
I thought ENT stopped hedging after 1Q 09...true?....
relppet Rate it 10-Nov-09 06:33 pm  
 
They didn't stop hedging but they hedged a lo...
allan74z (2 Ratings) 11-Nov-09 12:10 am  
 
Today is the last trading day before ear...
allan74z (2 Ratings) 12-Nov-09 12:20 pm  
 
What was interesting about today's ...
legalbark (1 Rating) 12-Nov-09 06:54 pm  
 
OK the results are in and I am slig...
allan74z (2 Ratings) 13-Nov-09 11:26 am  
 
To note also that they shut do...
allan74z (2 Ratings) 13-Nov-09 11:45 am  
 
I am surprised by the low...
allan74z (2 Ratings) 13-Nov-09 12:08 pm  
 
They just posted the...
allan74z (1 Rating) 13-Nov-09 12:20 pm  
 
OK a quick look...
allan74z Rate it 13-Nov-09 01:09 pm  
 
I think yo...
frankcesna Rate it 13-Nov-09 01:21 pm  
 
Yes I...
allan74z Rate it 13-Nov-09 01:24 pm  
 
The s...
allan74z (1 Rating) 13-Nov-09 02:39 pm  
 
I am ...
allan74z Rate it 13-Nov-09 03:01 pm  
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Sor ry...
allan74z Rate it 13-Nov-09 03:37 pm  
 
wow .....
frankcesna Rate it 13-Nov-09 03:57 pm  
 
By th...
allan74z Rate it 13-Nov-09 04:02 pm  
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Whe re...
frankcesna Rate it 13-Nov-09 04:03 pm  
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My Schwab after hours quotes shows a bid of 5000 s...
legalbark (1 Rating) 12-Nov-09 08:35 pm  
 
Allan- Thanks for your analysis. It's very helpful...
legalbark Rate it 13-Nov-09 12:31 pm  
 
Even with the less than anticipated cash flow, ENT...
legalbark Rate it 13-Nov-09 12:45 pm  
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Enterra Energy Trust (ENT)

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