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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 sportstermathewon Mar 15, 2022 5:09pm
152 Views
Post# 34516550

RE:If we

RE:If we Even though I like trading thinking I will get ahead of the game, I have actually by about 40% but now most other stocks have done their thing.

Just waiting for CR to have a really good day and move it into PEY.

I am also per DG's comments expecting another dividend increase maybe end or early next year.

However, I would also like to see debt go to near zero in a rising interest rate environment unless they feel the returns by drilling can be significantly improved upon.

The Americans seem to think all increased production will not only go to them but reduce their costs substantially.  I hope not.  

They incorrectly assume what is drilled by hundreds of companies is theirs to enjoy at below cost prices.  Time to pay the piper.  

People have to start working harder, thinking harder, saving harder.  Most of us here who have worked hard and saved hard and invested hard probably were not concerned near as much during covid times as most were.

I am very interested to see 1st quarter earnings in early May.  It will be an indication of the rest of the year hopefully.  DG discussed the hedge book on TV today, and in a dropping price environment they shine as compared to other companies that have hedged much more lightly.  This is why they hedge to smooth out the volatility.  I have no idea how bad they got themselves into those bad hedges but sometimes your worst move is one of your most profitable moves for the future.  

I say this myself, you learn from mistakes and try to not do them again.  As a result I have made many times more than my worst deal when I bid on other deals always with this in the back of my mind.

Just keep the politicians away, let them take their piece of the pie and go away in quiet.







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