RE:RE:RE:Charlie Lake what are the Economics LikeThanks yeah, that explains a lot. Obviously if Wembley Pipestone is constrained, it goes without saying that Charlie Lake wells in the same area will be as well. Also really appreciate your posts on TVE. I had obviously not done my homework on the balance sheet. How the heck does a company with so much liquids generate so little FCF? As if that wasn't bad bad enough add to that the ratio of debt to FCF being 13:1 and to top it off the continued emphasis on shareholder returns!
FYI, as to what the poster Seppelt stated, he is basically correct. The Kelt share price was around $5 in October 2021. Most O&G are up anywhere from 30 to 80% since then (Nuvista almost double, SDE more than double) although the gas players (BIR, AAV, PEY) are up much less.