KakwaIMHO many ARX posters probably worked/invested in this biz since PET/NEP ie oldnagger et al
In retro-view, wisdom and knowledge, the blending of old and new ...what old guy hasn't experienced the culture clash when companies like the old PCP became CVE or ECA /Ovintiv etc What newer guy would manually calculate deviation from a rig shack? or 25 year old instil confidence to invest?
Now for my interest in Kakwa...I haven't kept up with that field for years, it was "long in the tooth" way back,older plays...that's wisdom without recent knowledge...something MHP perhaps knows better than I do...always thought my expertise after 40 years in OG was relative to my specific degrees, turns out it wasn't any degree but listening to feedback from others more qualified and working out a strategy..and there's a better JV strategy needed among these Montney players
I am interested in PDP higher RLI with cost effective,available takeaway infrastructure, minimal H2S. Agree there are a lot of processing facilities in Kaybob that provide options currently unavailable elsewhere in Arx orbit. MHP please make your case specific.to which Kaybob facilities could benefit ARX Kakwa operations? How would you allocate capital to develop this play while waiting on third party developments elsewhere? i invested at merger due Arc Mgmnt vs sharebuybacks or div's..I know a guy or 2 there,they listen too