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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 PabloLafortuneon Nov 18, 2024 12:18pm
43 Views
Post# 36318140

Montney Wembley Capital efficiency

Montney Wembley Capital efficiencyQ3 report wasn't great overall due to the 3rd party plant delay at Wembley. But a single sentence made it worthwhile: Kelt reported D&C costs of C$6.3MM @ Wembley.

Per 2023 reserves report, the EUR is 1M down around 10% from before when IP365 was listed on the presentation @ 820 boepd IIRC. So assuming 740boepd, we get a capital efficiency of ~$8500 (usually measured as well cost / IP365 boepd).

Now caution should be exercised because this doesn't include equipment and tie-in and the IP365 assumption I made. Nevertheless, I believe this is very good considering 47% liquids.  Also, there are savings to the fact that there are 2 zones, potentially 3 that they can leverage for equipment, etc...

Why the ... because its amateur hour and I could be off base.

Good luck to all.

IMHO
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