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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 houbahopon Nov 12, 2021 4:43am
176 Views
Post# 34118273

RE:RE:Conf call Transcript

RE:RE:Conf call TranscriptIt is rather an aggressive target and might be overkill.
Also, to be achieved, natural gas prices strip need to stay at current levels (or higher) during summer months, and capex would need to stay on the low side of the $350-$400m range.

A 1.2 ratio would be a great target to aim for the end of 2022 and place them in a much better position to proactively deal with an unpredictable environment.

I raise my hat to Darren for having changed his position in the way to deal with environmental issues. Instead of being on the defensive and fighting against the trend, he seemed to have adopted a more proactive approach to bring Peyto has an ESG leader among the fossil fuels producers. Imo, investing to minimize pollution is worth every dollar. It is all a matter of choosing the right fights instead of having them imposed.

On an other topic, I did not quite understand how the selling price will be determined between
Peyto and Cascade. Is it fixed price, market price, AECO daily, monthly?
Anyone on this?
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