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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 moric122on Nov 13, 2019 1:51pm
100 Views
Post# 30346278

RE:RE:RE:RE:unfortunately the Spin Doctor here

RE:RE:RE:RE:unfortunately the Spin Doctor hereDidn't we see a trickle of insider buying yesterday? I realize its for peanut dollars... With that said even if we did see a chunk of selling in the next 1-2 months, how much is tax related vs long term viability? 

Sentiment for the company and the basin sucks right now. Valuation based on NAV of PDP10 is reasonable. The only better buying opportunity would be if the company cut dividend and focused on paying down debt. On the flip side if you think the natural gas prices will stay about $1.90 AECO than PEY realizes significant operational leverage on price and better yet if it holds until December 31st they realize a large gain on PDP10 reserves if they can replace production...
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