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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 TerribleEngon Sep 14, 2022 2:16pm
275 Views
Post# 34962352

RE:Can't seem to rally

RE:Can't seem to rallyPeyto ran earlier in the year based on pattern trading with it's peers, purely on production / reserves as earning were thrown out the window because all the targets were stale. When earnings came out and guidance was updated with the new pricing it is now trading on forward looking earnings. It's trading like gas is $3... because it is for them until winter. Then it's a $4-4.50 gas stock and then in summer we could start seeing some improvement as more than half of production is floating. Hopefully pricing holds up until then.

Most other companies have added 20-30% to their EV by paying down debt.

I just don't get how recently done basis deals for 2024 are at a $1 US differential, when TOU is signing them at $0.12.
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