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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 Feb 16, 2024 7:40am
285 Views
Post# 35883668

Superb

SuperbReserve Replacement report.

I don't know where else to find this kind of historically validated (+24 years and counting) and ongoing Reserves Growth in the sector.

The value in any commodities company obviously primarily comes from the studious and careful development (and growth) of company Reserves.

We now have a track record of 25 years and what stands out is that PEY operates a consistent, quite "open" data driven approach wrt costs and expenses management in developing assets and in recycling cash produced that makes it an outlier in this regard.

Lastly, I've  been a shareholder on & off for 21 years now & I think our "team" is first class.

It looks obvious to me that PEY is somewhat of an anomaly. It is *special* in that this team has demonstrated a modus operandi - over considerable time (decades) & differeing commodity price cycles - that sets it apart from peers. Their team should be more openly recognised as "confidence generators" as well as an energy producers!

I have no doubt that when Cascade is fully rectified as well when more normal pricing stability returns, this company will retrace old historic share price Highs.
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