RE:Critical thinking 101 for resilience…Charlie lake Like 14 percent of all wells drilled in whole wcsb basin since 2023 are on topaz royalty lands.
They are getting to be a beast in size and will be up to more deals been quiet.
Like a kingmaker.
Topaz wouldn't be a kingmaker in cardium as royalty are higher return on land that gets lots of new drills, hence topaz focus on Clearwater and montney.
'what would 5 percent royalt be worth on cl Bonazna
I think need 40-50 m annual new revenue from new wells drills which is doable