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Bullboard - Stock Discussion Forum Kelt Exploration Ltd T.KEL

Alternate Symbol(s):  KELTF

Energy Oil & Gas E&P
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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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  
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Discussion
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  
41
Discussion
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  
39
Discussion
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  
81
Discussion
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  
77
Discussion
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  
55
Discussion
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  
47
Discussion
Comment by MyHoneyPoton Nov 16, 2024 2:24pm

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

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 ...more  
43
Discussion
Comment by Quintessential1on Nov 16, 2024 11:59am

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

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 ...more  
44
Discussion
Comment by Quintessential1on Nov 16, 2024 12:10am

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

Too bad they couldn't extract the total value and had to sell it off. You know like a real producer does. ;-)
39
Discussion
Comment by Quintessential1on Nov 15, 2024 10:19pm

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

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 ...more  
41
Discussion
Comment by PabloLafortuneon Nov 15, 2024 6:53pm

RE:Full Value Proposition 110,000 Acres

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 ...more  
49
Discussion
Post by MyHoneyPoton Nov 15, 2024 2:31pm

Full Value Proposition 110,000 Acres

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 ...more  
126
Discussion
Post by MyHoneyPoton Nov 14, 2024 12:30pm

POU to buy Wembley/Pipestone? Its a Possibility

POU will be sitting with over 3 billion in Cash and a billion dollar bankline undrawn. (4 billion dry powder) Wembley/Pipestone is an asset that is right up the alley for them, i could see them buy ...more  
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