Kelt Exploration Ltd T.KEL

Buzz on the Bullboards: Bombardier, world woes, a smart fridge, and top shelf weed

[Jonathon Brown]

A highlight of the week was Bombardier (TSX:BBD), which reported impressive growth in its Q3 2024 results. read article.

[Quintessential1]

NO!  poo wants to do what poo wants to do.  He doesn;t like your idea or management's ideas ....just poo's ideas.   LOL

[PabloLafortune]

POU 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

[MyHoneyPot]

Its a great idea, and they has enough cash to do it.  But POU has 1.3 million acres or more in Cavalier, and there are a few treasure in there that i know of, that could be funded all on their

[PabloLafortune]

Crazy idea of the day: Merge kelt wembley with POU sinclair with aav on the ab side, and oak/vet/coelancth on the bc side. Would create a behemoth, reduce from 5 to 2 management teams, 370,000 acres

[MyHoneyPot]

I always respect your analysis, and it is good to have different views regarding the same opportunity.  That single sentence resonated with me as well, but it was more from the perspective of

[PabloLafortune]

Q3 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

[Trapped]

Quint for the win, again... It's difficult arguing with day-trading ADHD patients who, for some unknown reason, harbour irrational grudges against one of the basin's best management teams for

[Quintessential1]

People invest in POU because the management has a track record of success  POU outstanding shares 146.6M ARX outstanding shares 591.7M Sorry I can't really hear your argument over the

[PabloLafortune]

Buybacks don't actually add value. They are essentially a financial transaction between parties. Do private companies 100% owned by 1 individual buy back their shares? They do in aggregate

[MyHoneyPot]

I hope i don't hurt your feeling to much but its like this.  People invest in POU because the management has a track record of success in leadership, and a large number of major companies

[Quintessential1]

So remind me were here to invest, are we not? So remind me...are we talking about KEL or POU? FYI ARX is outperfoming both of them in 2024 and they didn't have to sell the farm to do it. So

[Quintessential1]

Too bad they couldn't extract the total value and had to sell it off. You know like a real producer does. ;-)

[Quintessential1]

Extolling the virtues of buybacks on VET while denouncing them here, He posts out of both sides of his mouth and neither side has it quite right. In fact, he moaned to IR about buybacks at VET until

[PabloLafortune]

Wembley is 22% booked which is 217MM 2P @ 12/31/23 as reported in Feb '24. If between unbooked locations, D1 and Charlie Lake they can reach 500MM of 2P reserves, that would give them 20 years RLI

[MyHoneyPot]

Kelt has created a significant amount of value in Wembely/Pipestone by identifying the value trapped in the Montney, D2, D3, D1 and the stacked Charlie Lake plays.  What is significant here is