RE:RE:RE:RE:Montney Wembley Capital efficiencyPOU owns these assets and can develop them whenever they want to. But premium assets owned by other companies only become available once in a while and then they're pretty much gone forever. Case in point Kakwa. Its ARX's cash cow and they'll never sell it on its own.
I believe once the CSV plant is up and running at full capacity processing production from Kelt Wembley, and the 3rd zone is confirmed productive, Wembley should be for sale.
I only mentioned AAV because there seems to be overlap with Kelt Alberta Montney and Charlie Lake lands, plus they operate their own plants which I think (amateur hour) has intrinsic value - save money, operate reliably, lower emissions. However, Glacier their main asset is dry gas... And that Entropy business seems messy to me (capex, 3rd parties involved, debentures?).