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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 topdopon Nov 10, 2022 9:35am
321 Views
Post# 35087984

Divvy pop

Divvy pop

"2023 Dividend Increase

Profit margins over the past 12 months have returned to historic levels of greater than 30%, and with the current futures strip, are anticipated to continue to increase. Peyto will maintain its ongoing three-year hedging practice to ensure a large portion of revenues for future years are fixed which secures funding for planned debt repayments, dividends and capital programs. The Company anticipates that approximately half of forecast profits for 2023 will be retained to reduce indebtedness, while the remainder will be paid to shareholders as dividends. In keeping with this strategy, the Board of Directors of Peyto is pleased to approve a monthly dividend of $0.11/share starting in January 2023 for shareholders of record as of January 31, 2023 (ex-dividend date January 30, 2023) and paid on February 15, 2023. This new dividend represents a 120% increase over the current $0.05/month dividend. "


For those of us that had the foresight (and nerves) to buy good companies at throw away prices over the past 5 - 6 years, these divvy bumps must be seen as just reward for the cyclical vision and patience needed - extreme at times. In my case, my divvy looks like it will go to around 33% with the new bump. 

I encourage those that have not looked yet: do some research on PRQ. The Gray clan control this little junior and I fully expect that after their gutsy, and very welcome financial rescue there, they will want paying too, now, just like any shareholder. The PEY DNA is all over PRQ - save for the atrocious hedging debacle at PEY - and with that should come an inaugural, token divvy.

For disclosure, I own both.

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