I like Kelts OpportunitiesWembley
Pretty well established as a liquids rich area, and a lot of value their, the only issue will be facilities. I think that play you can take to the bank right now.
Oak
Well Oak has scale, massive play area, i would guess a little more expensive as it is pretty north, but the wells look great, and lots of opportunity.
Gundy
Really good area, kind of small from a land base, my expectations, is to drill a well or two and sell it off to a neighbor.
Charlie Lake
Really good results, and good size acerage, emerging play with a lot of great players in the neighborhood, not to mention drilling the best well in the play got them some attention.
With 30,000 boe and no debt, they are well positioned and Wembley has is a big play with great economics, my guess is sell off gundy, prepare for wembley, less oak wells prove out their economics, and take advantage of Charlie lake.
It will be interesting to see what happens.
IMHO