Kelt Exploration Ltd T.KEL

Buzz on the Bullboards: Volatility persists in the face of economic indicators

[MyHoneyPot]

Really there just is not many Montney players in Alberta wiith Play areas that are 110,139 acres in the heart of the oil rich part of the Montney.  In terms of Kelts reserves 49% of their oil

[MyHoneyPot]

The CVS Albright plant has been in the planning for years, the plant was conceive in 2017, it got application approval in 2021, an now in Q4 2024 it will be on production, likey phase 1. So a land

[MyHoneyPot]

Kelt is ramping up in all divisions and Infastructure is falling into place.  Kelts Current Happenings Wembley/Pipestone (Plan = 124 MMcf, Q1 Gas Processing = 52.2 MMcf) Year End 2024 = 109

[MorganEarp]

I think I mihgt have posted this previoulsy ,but I am not sure. I did send to a couple of RIGHT WING PATRIOTS though.... https://www.cnbc.com/2024/05/05/ai-could-drive-natural-gas-boom-as-utilities

[MyHoneyPot]

Yes but it under pinned by 228 sections of Alberta Montney land. That has significantly more value, with Montney plays being the resource to own.  IMHO

[longrun86]

I guess my view is that it could take 18 months for gas prices to improve once LNG Canada comes online. These proposed AI Data centers in Alberta could also be interesting in that they are likely to

[MyHoneyPot]

Well I don't think that the 14 montney wells (3 well Pads) are going to wait 18 months before their are put on production.  In fact compared to Q1 Kelt should have about 56.8 MMcf additional

[longrun86]

I think Eric is a very good ambassador for the Canadian O&G sector and he has also been a strong voice for sensible capital allocation. His fund has a 5 year annual return of 32.35% so he has

[Jonathon Brown]

Canada’s main stock index struggled and the NASDAQ hit a high, demonstrating a continued appetite for tech stocks amidst market volatility. read article.

[MyHoneyPot]

Eric Nuttall thesis only work for him, and his trading desk.  You have no certainity that he will stay with you for the long run, and history has proven he will not.  I say keep the cash

[MyHoneyPot]

API Oil inventory Oil -6,490,000 Barrel Down gasoline -452,000 cushing -1.706 million Pretty good numbers. IMHO

[MyHoneyPot]

Like i said (Charlie Lakey) is like icing on the cake, and they have infastructure in the area. Kelt will have 1/2 cycle economics with multizone opportunities. Montney opportunities.  IMHO

[MyHoneyPot]

The battery will be complete by late summer in North Pouce Coupe, and next year more gas processing will come available in the area.  The high deliverability wells are being drilled so they have

[PabloLafortune]

Drill liquids rich to fill OR drill very profitable hedged gas to fill.

[MyHoneyPot]

Kelt's sandbox that is really focused on Liquids Rich production, Multizone opportunity, that facilitates a infastructure drill to fill, with commodity mix optionality base on available gas

[Seppelt]

137 sections spread over several operational areas is not a lot. TVE has 247 net sections.