The Duvernay Picture is Unfolding, Valley of the Giants
Kaybob Smoky In the heart of Shells most prospective shale play, the best well that are drill righ on our land borders. Shell has done the work for POU, the Smoky play is needed by Shell to allow them the ability to develop a contigious fairway.
Kaybob North Murphy has just drilled the best oil wells in the basin here, and Kaybob Duvernay will be the futhure of Murphies exploration, and has derisked POU Kaybob North play at well. Another world class opportunity in the waiting. Shell and Murphy have POU pinned in on this play.
Kaybob South Liquids rich, Chevron and Kuwait oil company are partners here, pad drilling, liquids rich, and stellar economics.
Pine/Bigstone More super majors, XTO and Husky and more opportunity, as they continue to derisk the duvernay opportunities.
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IN the valley of Giants, POU is the slient KING of the hill with the most perspect land, that has been derisked by it neighbors. It is like owning boardwalk and park place, and we are just wait for a few of our neighbors to put a few hotels on our land.
IMHO