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Kelt Exploration Ltd T.KEL

Alternate Symbol(s):  KELTF

Kelt Exploration Ltd oil and gas company. The Company is focused on the exploration, development and production of crude oil and natural gas resources in northwestern Alberta and northeastern British Columbia. The Company's assets are comprised of three operating divisions: Wembley/Pipestone in Alberta; Pouce Coupe/Progress/Spirit River in Alberta, and Oak/Flatrock in British Columbia. The Company’s British Columbia assets are operated by Kelt Exploration (LNG) Ltd., a wholly owned subsidiary of the Company.


TSX:KEL - Post by User

Post by MyHoneyPoton Sep 17, 2024 3:54pm
90 Views
Post# 36227770

Whats Wembley/Pipestone worth?

Whats Wembley/Pipestone worth?
NVA pipestone is currently producing 45,000 boe/day, and these are NVA's highest netback barrels.

NVA production current production is 83,000 boe/day. 54% of their current production is currently coming from Pipestone.  

NVA has 2.4 billion market cap, and more than 54% of their current production comes from Pipestone. 

NVA Pipestone target production for pipestone is 62,000 boe/day, so they believe their pipestone prospect will grow 37%. 

So if 35,000 acres of Pipestone gassy production is worth more than 1.2 billion dollars of NVA market cap, after a share pull back. 

What is 110,139 acres of wemble pipestone worth coupled with 16,000 acres of Charlie lake that is oily and higher liquids. 

Kelt is simply way to cheap.

IMHO
MHP
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