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Msg  317143 of 323321  at  3/4/2021 1:58:39 PM  by

BigHatNoCattle

The following message was updated on 3/4/2021 2:23:40 PM.

MEG Energy DCF

I've put a DCF run up on Google Sheets for those interested.  I appreciate any feedback for refinements.  There's a lot of moving parts, I'm not a tax expert, and I can't possibly get every aspect correct, but have done the best to my ability.
 
This includes two expansions that MEG previously estimated at $10,000 per flowing barrel for 13,000 bbl/d and $25,000 per flowing barrel for 17,000 bbl/d. 
 
Differential is in there at $16/bbl. I have historicals ranging from roughly $15.00 to $21.00.  Two most recent quarters at $15.69 and $15.81.
 
I'm probably overvaluing tax pools.  Welcome feedback here.  
 
I've also assumed some moderate refinancing in forward years.   
 
Anticipated payout date for Christina Lake is from MEG as of early February 2021 strip pricing. 
 
 
 
 
 
 


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Msg # Subject Author Recs Date Posted
317145 Re: MEG Energy DCF zzsdxv 0 3/4/2021 2:12:40 PM








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