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Bullboard Post History

by PabloLafortune


T.KEL

RE:RE:RE:RE:RE:Irons in the Fire ,... 77% UPSIDE

Crew significantly increased their condensate production year over year to 21...

August 12, 2024

T.KEL

RE:RE:RE:Couldn't it be cheaper?

Canadian NAV valuations especially for natural gas are far fetched and a...

August 2, 2024

T.CVE

RE:Market Movers

CVE "the best laid plans of mice and men often go awry" has to be...

August 1, 2024

T.YGR

RE:$1

Not too sure. Natural gas is really in the dumpster.  Wondering if they...

August 1, 2024

T.YGR

RE:RE:RE:24 Million H1 FCF

Sorry I meant to write "were" or had been under pressure from the...

August 1, 2024

T.YGR

RE:24 Million H1 FCF

Good little E&P. Bought some today. Nice cashflow generation in the first...

July 31, 2024

T.KEL

RE:RE:RE:RE:RE:RE:Hedging with a Purpose

1) The larger than peers SBC and what management does with it is clearly not...

July 30, 2024

T.BBD.A

RE:RE:RE:Quick look at F/S

859, I have nothing to add really. What I see is slow but sure continuous...

July 29, 2024

T.NVA

RE:U.S. To Buy 4.65 Million Barrels for The SPR, But There’s A

They sold for $95 and bought back for $77 - not bad.

July 29, 2024

T.KEL

RE:RE:RE:RE:Hedging with a Purpose

Kelt divides the company nto 3 "plays" but in financial point of...

July 29, 2024

T.KEL

RE:Hedging with a Purpose

Two things: #1, If WTI averages $70 in the 2nd half, Kelt debt will be over ...

July 28, 2024

T.BBD.A

RE:RE:RE:What is wrong with the margin ?

Hey 859, numbers seem solid, balance sheet getting a little cleaner each...

July 25, 2024

T.KEL

RE:RE:RE:RE:RE:RE:RE:46.4 MMcf Day - Second Quarter Wembley/Pipestone

MHP, there have been 3 oil price collapses in the past 15 years. ...

July 25, 2024

T.BBD.A

RE:What is wrong with the margin ?

Adjusted for the loss on LTD redemption, results are similar to LY.  I...

July 25, 2024

T.BBD.A

RE:Cash burn

Inventory build up. Overall the balance sheet is essentially unchanged vs...

July 25, 2024

T.KEL

RE:RE:RE:RE:RE:46.4 MMcf Day - Second Quarter Wembley/Pipestone

Kelt's unhedged oil rich production is backstopping Kelt's unhedged...

July 24, 2024

T.KEL

RE:RE:RE:46.4 MMcf Day - Second Quarter Wembley/Pipestone

I don't disagree actually. Just that '24 is almost a write off for...

July 24, 2024

T.CVE

RE:unexpected weaker Q2 US refining margins being reported...

CVE heavy oil is 6x MEG so profitability / cashflow should be 6x as well. It...

July 24, 2024

T.KEL

RE:46.4 MMcf Day - Second Quarter Wembley/Pipestone

IOW, 2024 is a write off - plant problems in Alberta (maintenance, lack of...

July 24, 2024

T.KEL

Nuvista vs Kelt - 3 year review by the #s

Q1 '24 vs Q1 '21 #1 Production - both + 74% #2 Debt - Nuvista...

July 19, 2024

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