Smoky on the water Smoky is a major liquids play and may end up being a Liquidity move for POU, as POU is currently blocking Shell in making this major play area contigious. Image the value Smoky would bring to Shell if they could connect those two land blocks and develop the resource as a contigious block.
https://static.seekingalpha.com/uploads/2019/4/9/739665-15548537929742453_origin.png Smoky Duvernay, is a proven and derisked from a duvernay perspective, and the prespective value of this land in the sweet spot of the play is simply put, unbelievable.....
So shell show us the Money, because we have a few places to put it and a few things to put in place.
Karr goes to 40,000 boe day
Wapiti go to 47,500 boe a day
North Duvernay 20 wells, 15000 boe a day.
Everything else 30,000 boe a day
What would POU look like
135,000 a day
$25 dollar share price
$2 dollars dividend
Thats the vision i share with Jim for POU, Jim's vision i believe is still bigger.
IMHO