Advantage Energy Ltd T.AAV

Ok this just hit me.

[MustangMatt]

What do you all think of this one Kelt merge with Advantage? Kelt gets +-44000 boe of mostly low cost gas, Synergy with Pipestone acreage economy of scale and more torque to the nat gas market.  Advantage gets to lower it's debt to income ratio  Kelt has zero debt, Knowledge Kelt's management knows how to grow liquid production on AAV's assets, and new Montney exposure.  It could be viewed positive by the market.  What do you think?  Cheers Matthew     

[Wildcattter]

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[MustangMatt]

Thanks Wildcatter, Advantage and Kelt are my two favorite in the canadian jr. Oil and gas space. Exactly for the reasons you point out.  I was reviewing why these two are my favorite and the list includes all the items you mention.  Wilson has history with the boys from Conocophilips.  It won't be the last deal he makes with them.  This past one was not the best $$ deal

[Wildcattter]

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[energee]

WCat.  All good points.  Mr. Mah and the team need to get some recognition for their assets and their development program. They are sitting on an NG goldmine.  The reserves have been found, they are real and over time, the product comes to market.  All about gas price. Cold February is 45 days away and it will be cold in NA.

[Wildcattter]

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