Post by
MyHoneyPot on Feb 12, 2024 12:07pm
POU - Loads of Opportunity.
Willesden Green (240,000 acres)
POU primarly owns the East Duvernay, and no one else in the area has a land base with 240,000 acres under development. The big upside here is that well POU is building infastructure, they is not a lot of midstreamer activiety or other major competion.
So 240,000 acres with the opportunity to grow, but the play already has a 50,000 boe footprint with a life of 25 years.
Liard/Horn River
Not only is POU operator of a field that potential is one of the 10 best gas fields in the world, they have a partner with the capital to build LNG terminals, and with 50% ownership in the field, a partner with greater than 60 billion dollar market cap.
The partnerhp owns the only gas pipeline to the area, and i expect big things to come from here.
IMHO