Oil is Driving Kelts FutureNVA - How Quality Assets Stack Up LINK Best in Class Well Economics Pipestone Montney is at the top of the heap in terms of best well economics and guess what surprize surprize Charlie Lake is not far behind.
Pipestone (Half-Cycle Payout Period) is ahead of the Duvernay, ahead of the Wapiti, and ahead of Kakwa
So using third party gas processing may not be as big of an issue considering you have top tier resource.
Kelt is a Top Charlie Lake Driller, and own the most advance and best oil opportunity in the Montney.
GAS is in a Sad state of affairs, but kelt is really oil focused.
Best opportunity in Oil with some gas in the Canadian Market place.
I have used TVE, AAV, NVA presentations, and the TRUTH is this is what they are saying.
MHP
IMHO