RE:RE:RE:RE:RE:RE:RE:How to value Kelt - Sum of the parts.You're right of course - (pipe mgmt are ex Sequence). But KEL for example could provide a roadmap to x boepd @Wembley and what the constraints are (pipe, compression, L/H, plant, marketing, wells, etc...) without specific dates so that investors can compare ...but we don't even get current Wembley prodn data. So retail either guesses (me) or base on reputation (well earned) or stay away from Kelt altogether
Seppelt wrote: I also own Pipe, not as much as I used to but no complaints about its performance. Pipe is also focusing on liquids and all its natural gas is processed by third parties. Their disclosures provide more details while Kelt probably believes it's not important or more secretive. Could be Pipe has only one asset so nothing else to talk.
Another difference, if matters, is Pipe management are hired people, its major shareholder is in NY. Kelt management is the major shareholder and appears to have little concern about current share prices. But it's not the journey, it's the final destination.