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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

Post by finedaceon Apr 12, 2022 4:48pm
205 Views
Post# 34598285

Long term debt; royalties

Long term debt; royalties
Between Q4 2020 and Q1 2021 Peyto reduced LTD by $20 million.
I suppose debt maturity scheds can interfere with payments, and comparisons, but I hope it's a lot more of a decrement Q4 2021 to this quarter, especially in lieu of no share buyback these last 2 years. Find out May 12.

Perhaps May's President Report could address how Peyto is anticipating the hedging versus royalty problem this board has highlighted. It would increase the signal:noise in that report to read about a strategy to mitigate (I do appreciate the info in the monthly notes but usually not the weird musings/hot air)

I'm holding, no personal arbitratge or leverage attempts with derivatives, margin, trades. Real interesting to read the ideas here though.
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