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Bullboard - Stock Discussion Forum Peyto Exploration & Development Corp T.PEY

Alternate Symbol(s):  PEYUF

Peyto Exploration & Development Corp. is a Canadian energy company involved in the development and production of natural gas, oil and natural gas liquids in Alberta's deep basin. The Alberta Deep Basin is a geologic setting situated on the northeastern front of the Rocky Mountain belt in the deepest part of the Alberta sedimentary basin. It acquired Repsol Canada Energy Partnership (Repsol... see more

TSX:PEY - Post Discussion

Peyto Exploration & Development Corp > Holdings long, cash, what to do
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Post by sportstermathew on Nov 12, 2021 5:12pm

Holdings long, cash, what to do

I am happy, to a certain extent.

A long way to go just to get back to where I was in the past.

I do not think Peyto will have any major potholes for the next 18 months or more.  Unless we have a major market meltdown.  Just too much cash around, cashflow, not much has changed where I live.

The next six months earnings reports have to be very very good, just about half way through 4th quarter already.  Hedges in place with some nice new production for higher spot pricing potential.

I do have about 15% cash presently, and no margin in any accounts.

If I could I would go 100% Peyto and take what it gives me going forward I would as I believe most on this board see Peyto's stock price past $20 in a year or so and past $30 the longer this consistent pricing sticks around.
Comment by Burgersandfries on Nov 12, 2021 10:10pm
I own peyto as well ...but bir maybe debt free by 3rd quarter 2022 with cash flow of 600 plus mil per year and no hedges I'm sure Jeff will drop the divy news mid 2022. Either way both pey, bir and crew and aav are great investments. I think bir has the most torque. Crew has the worst hedges of the 4 at 35% pey's sart rolling of end of 2021. If pey handles their hedging better and gas ...more  
Comment by llerrad5 on Nov 12, 2021 10:46pm
pey, bir and crew and aav are great investments I agree and one must have diversity. I own 3 others too plus a ocean going oil transportation line and a 1  N Gas shipping co that does storage and trucking too. Spread my risks.
Comment by houbahop on Nov 13, 2021 6:08am
How about spreading your risk a little by buying in the renewable energy sector? I started building some positions in the copper production a year ago. Doing good and bought more lately. My diversification (at today's MTM prices) 45% Oil & Gas: PEY, TOU, OVV, ESN, GXE 20% Renewables & Copper: HBM, CMMC, TKO, RNW 25% All other sectors: BB, K, XIU, HMMJ, BNS, DOL,TA.Pr.h, etc... 10 ...more  
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