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Peyto Exploration & Development Corp T.PEY

Alternate Symbol(s):  PEYUF

Peyto Exploration & Development Corp. is a Canadian energy company involved in the development and production of natural gas, oil and natural gas liquids in Alberta's deep basin. The Alberta Deep Basin is a geologic setting situated on the northeastern front of the Rocky Mountain belt in the deepest part of the Alberta sedimentary basin. It acquired Repsol Canada Energy Partnership (Repsol Assets), which included around 23,000 barrels of oil equivalent per day of low-decline production and 455,000 net acres of mineral land. The acquisition includes five operated natural gas plants with combined net natural gas processing capacity of around 400 million cubic feet per day, 2,200 kilometers (km) of operated pipelines, and a 12 MW cogeneration power plant. These assets include Edson Gas Plant and the Central Foothills Gas Gathering System. The Company has a total proved plus probable reserves of approximately 7.8 trillion cubic feet equivalent (1.3 billion barrels of oil equivalent).


TSX:PEY - Post by User

Comment by eyeliv2rydeon Jul 21, 2018 2:54pm
133 Views
Post# 28348937

RE:RE:July 11, 2018 EIA

RE:RE:July 11, 2018 EIAYasch22 - Excellent analysis!

Logic would say that perhaps the prudent path for now is "wait and see". Have owned a bunch of CNQ and ARX for some time, so have no need to buy more in the NG space.

Then I looked at the Peyto 5 and 10 year charts. At first glance - terrible.
But I see an opportunity, so took a small position and purchased 2,000 shares on July 11th. Yes the company has some challenges, but I see a wonderful chart, multi year lows with definite basing. Seasonality aside, as demand gradually increases and supply eventually peaks, the inevitable will occur.
The key is patience. As a long-term investor I'm prepared to just tuck it away for 3 - 5 years. And you get paid while you wait.

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