Value of Kelt was improved by these two industry events
Event 1:
AAV purchase of Charlie Lake/ Montney assets and the shelving of future expansion at the Glacier gas plant.
Event 2:
Crew Sale to TOU, has reduced the number of Liquids Rich assets that may be available in the market place.
The Duvernay Assets for sale by Chevron are still in play but my guess but from what i have heard is that they want a lot for these assets, and there is not a lot of companies that want to spend north of a billion dollars for these assets.
Kelt keeps improving its value everyday, and there is a lot of industry interest in their play area, their portfolio is getting better recognized.
It appears the industry truely is getting more disciplined.
IMHO