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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 Catscratchon Sep 02, 2021 9:47am
183 Views
Post# 33800103

RE:What I am

RE:What I am Hopefully they are patient putting on new hedges over the winter to capture some more spot pricing!

I'm not totally opposed to a mechanical hedging program but the forward prices still need to good make sense.   If the forward curve is in steep backwardation and you don't want to sell gas at the forward prices relative to spot, don't hedge.

Presumably Peyto's hedging strategy makes it an attractive acquisition target for a larger producer with a different philosophy on hedging.  Take-over rationale... buy Peyto, just eliminate the hedging program and its cash flow increases materially at current prices.
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