RE:Wembley/Pipestone La Glace is worth the Market Cap!If I was going to keep anything or double down anywhere, it would be this. Even $1.6B valuation as you suggest may just be the beginning. Keep in mind NVA is only 35%? liquids reserves whereas Wembley might be closer to 50%? Wembley/Karr etc are quasi Permian of Canada. Also, Exxon and others are talking and doing 4 mile laterals. So the focus should probably be on adding and swapping land in the area esp Charlie Lake as well so that by 2025/2026 4 mile laterals are the norm (spitballing).
Pouce Coupe is solid but not as productive nor as contiguous or large. Oak is larger but gassier and egress, marketing and own plant matters a lot there all which is not core to Kelt today.
Lets see what happens. Exciting times.