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Bullboard Post History

by PabloLafortune


T.KEL

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

POU owns these assets and can develop them whenever they want to. But premium...

1 day ago

T.KEL

RE:RE:Montney Wembley Capital efficiency

Crazy idea of the day: Merge kelt wembley with POU sinclair with aav on the...

2 days ago

T.KEL

Montney Wembley Capital efficiency

Q3 report wasn't great overall due to the 3rd party plant delay at...

2 days ago

T.KEL

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...

4 days ago

T.POU

RE:Valuable Assets & Almost 4 Billion dollars cash -What to do?

First things first - close the deal.  Can Ovintiv back out of the deal? ...

4 days ago

T.BCE

RE:RE:Seems Quite Easy To Understand - NO DIVIDEND CUT đź’°

It makes no common sense at all not to cut the dividend. Say they cut 50...

5 days ago

T.KEL

RE:Full Value Proposition 110,000 Acres

Wembley is 22% booked which is 217MM 2P @ 12/31/23 as reported in Feb '24...

5 days ago

T.POU

RE:3725 Million Cash... - POU is at Least a 40 dollar stock

Biggest potential upside is from arbitrage - ie if POU acquires assets for...

5 days ago

T.POU

RE:$3.325 billion in cash plus certain Horn River Basin prop

I bought what I could this am, too cheap. I was more excited that they...

6 days ago

T.KEL

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

Usually its difficult to make money, and easy to spend it.  Sometimes...

6 days ago

T.KEL

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

I'll have to study VET's Cdn assets.  Their expertise is...

6 days ago

T.KEL

RE:RE:POU selling Montney

POU also got rid of Zama on which they spent oodles of $$$ on reclamation etc...

6 days ago

T.KEL

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

And will the parasites tag along?

7 days ago

T.KEL

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

VET has a good overseas profit model. VET's track record however is...

7 days ago

T.KEL

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

They could also take it private. 50% premium would be $9.50. They kind of...

8 days ago

T.BCE

RE:RE:RE:Sustainable math

My guess is they'll cut the dividend by 25% sometime in the next year...

8 days ago

T.KEL

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

PS - bought BIR. ~75% HH or Dawn natural gas. Dawn usually 20-25 cents...

9 days ago

T.KEL

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

Tbh, have lost interest in Kelt. Not interested to discuss it anymore. Biting...

9 days ago

T.KEL

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

VET: First thing that stands out is, they are generating a lot of free cash....

9 days ago

T.KEL

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

MHP, in this day and age of commodity price fluctuations and general economic...

10 days ago

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