RE:RE:TD upgrade $8.50I appreciate you burning through all of your napkins in your attempt to bring some clarity.
Looking at a map of LXE in relation to other undeveloped lands, KEL and SDE are the closest read throughs: massive montney rights at both Flatrock and Pouce Coupe in that same, largely undeveloped region.
KEL has what LXE was never going to have: the capacity to develop it themselves. Continued, funded success at Oak will add value in any reasonable WTI/AECO situation.
I wonder if Wembely or Charlie Lake get sold similar to Inga as they gain momentum.