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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

Post by sportstermathewon Feb 09, 2021 8:56am
174 Views
Post# 32510864

Forward looking

Forward lookingPrices will fluctuate in NG, this is a given, the basis deals will take a while to clean up but are not a huge factor going forward, all other issues of concern have improved.

Production is heading this year back towards and maybe over 100,000 boe/d, in all probablilty as efficiencies are literally improving by the month.

I am hoping for a little bit more on the land acquisition side as you don't want to have to pay higher prices if you don't and prices were almost a giveaway last few years.

This cold weather not only helps in NG usage but must have a positive impact on a potentially longer drilling season.  I remember 1982 the ice up there did not break up till June 30th in lakes.  Maybe someone knows something about this.

Also, If cashflow and FFO is much higher due to good pricing this winter, can this mean even more drilling potential this year as the funds come in?

This is assuming some debt is not being paid that could be???

These are all questions that can be brought up at the next meeting.

By the way when is the next earnings report?




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