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Bullboard Post History

by PabloLafortune

T.KEL

RE:RE:RE:RE:RE:RE:RE:RE:RE:Oak essentially 200,000 contigious acres of Montney

I apologize. I know full well that unlike these other _____, your heart (and...

October 1, 2024

T.KEL

RE:RE:RE:RE:RE:RE:RE:Oak essentially 200,000 contigious acres of Montney

MHP, you lose all credibility when you cite Kelt land sales success. #1 2012...

September 28, 2024

T.KEL

RE:RE:RE:Oak essentially 200,000 contigious acres of Montney

MHP, first off none of these big guys operate this kind of asset using a 3rd...

September 27, 2024

T.KEL

RE:Oak essentially 200,000 contigious acres of Montney

The 1.5yr well payback model Kelt outlined for Oak at ENERCOM Denver...

September 27, 2024

T.KEL

RE:RE:RE:RE:Kelt the Opportunity is revealing itself..

My honey is very consistent, he doesn't like hedging. IIRC he argued...

September 24, 2024

T.KEL

RE:Kelt the Opportunity is revealing itself..

It's not all sunshine and lollipops. It's readily apparent that Kelt...

September 24, 2024

T.KEL

RE:Wembley/Pipestone - Canada's Permain Basin

Boe report is reporting today $7M per section land sales Montney+ Charlie...

September 19, 2024

T.KEL

RE:RE:RE:Kelt a fun ride - Ramping up production in Q4

Vast majority of the market has superficial knowledge of companies. Big part...

September 19, 2024

T.KEL

RE:Kelt a fun ride - Ramping up production in Q4

Kelt relies on cashflow to pay for reserves development. Charlie Lake doesn...

September 19, 2024

T.KEL

RE:Kelts Charlie Lake - adjacent to TVE Charlie Lake

In the spirit of transparency for readers, 9/30 wells drilled and 11/32...

September 18, 2024

T.KEL

RE:Charlie Lake - Paying the bills

The way AECO station 2 is behaving and given that storage is full (allegedly)...

September 16, 2024

T.KEL

Wembley and Oak Comparable transactions

What VRN bought from Spartan and Hammerhead, which is similar to what Wembley...

September 13, 2024

T.KEL

RE:RE:Oil & Gas Reserves development

Yeah if you're not good with that you shouldn't own this. I'm not...

September 12, 2024

T.KEL

Oil & Gas Reserves development

Company is what Kelt is. That's the primary objective. The idea being to...

September 12, 2024

T.KEL

RE:RE:Kelt downside - be aware

Same here. Baseline is $10-11 (Crew's 70% premium).

September 12, 2024

T.KEL

Kelt downside - be aware

The main downside of Kelt is that they are not hedged at least not materially...

September 11, 2024

T.KEL

RE:RE:RE:Wembley Alone Worth More Than Company

That's what I'm hoping (bagholding) for. Probably not gonna happen of...

September 11, 2024

T.KEL

RE:Wembley Alone Worth More Than Company

Good idea makes sense. Only thing is the RLI would still be 23 yrs  ex...

September 11, 2024

T.KEL

RE:RE:RE:Energy spells *** Opportunity ***

I don't agree with your share buyback analysis which I'll answer at...

September 9, 2024

T.KEL

RE:Kel/Tou - large share price increase with higher NG price

Market in the US hasn't moved yet, possibly because of the election...

September 9, 2024

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