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Bullboard - Stock Discussion Forum 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... see more

Bullboard (TSX:KEL)

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Post by gassygeezeron Nov 26, 2024 8:25am

6.80 close...6.18 bid premarket

What happens when Insiders won't wait and compete with public shareholders advised to
Post by MyHoneyPoton Nov 25, 2024 9:45am

Size - Scale will enhance Sale opportunities. Monetization

Oak, is a big enough Montney play is could be split into two plays if Kelt wanted to. Roughly 192,000 acres this play could be two reasonable sized Montney plays 96,000 Acres is a reall good ...more  
Comment by longrun86on Nov 22, 2024 2:36pm

RE:Ovintiv wants Alberta Montney-Investment strategy turnaround

I am interested in the "do very well with it" to be sooner rather than later! The sale in 2020 was forced so shareholders didn't get to fully appreciate the value creation that had ...more  
Post by MyHoneyPoton Nov 22, 2024 10:03am

Ovintiv wants Alberta Montney-Investment strategy turnaround

Map of Ovintiv - POU Transaction Clearly Ovintiv wants the economics associated with Karr+Wapiti, in the Prolific Alberta Montney. On MarketCall yesterday Eric Nuttall has said this has provided ...more  
Post by teashadeon Nov 22, 2024 8:30am

Petrinex October

Roughly back to August levels:
Post by MyHoneyPoton Nov 21, 2024 9:37pm

Kelt is a Premium Play, a mini POU ?

David Wilson an oil and gas rock star, has guided Kelt though the rocky shores and we really on the cusp of significantly increased CF. I have been in touch with the company and here to report to my ...more  
Comment by Quintessential1on Nov 20, 2024 12:06am

RE:RE:RE:RE:RE:Montney Wembley Capital efficiency

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
Comment by PabloLafortuneon Nov 19, 2024 1:33pm

RE:RE:RE:RE:Montney Wembley Capital efficiency

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 ...more  
Comment by MyHoneyPoton Nov 18, 2024 3:19pm

RE:RE:RE:Montney Wembley Capital efficiency

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 ...more  
Comment by PabloLafortuneon Nov 18, 2024 2:23pm

RE:RE:Montney Wembley Capital efficiency

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 ...more  
Comment by MyHoneyPoton Nov 18, 2024 1:26pm

RE:Montney Wembley Capital efficiency

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 ...more  
Post by PabloLafortuneon Nov 18, 2024 12:18pm

Montney Wembley Capital efficiency

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 ...more  
Comment by Trappedon Nov 16, 2024 5:29pm

RE:RE:RE:RE:RE:RE:RE:RE:Full Value Proposition 110,000 Acres

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 ...more  
Comment by Quintessential1on Nov 16, 2024 3:48pm

RE:RE:RE:RE:RE:RE:RE:Full Value Proposition 110,000 Acres

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 ...more  
Comment by PabloLafortuneon Nov 16, 2024 2:40pm

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Kelts is projected to growth Commodity Sales Significantly

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 ...more  
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