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Bullboard Post History

by teashade


T.KEL

RE:Kelts Charlie Lake - adjacent to TVE Charlie Lake

>>What is next year going to look like.  More of the same. They...

46 minutes ago

T.KEL

RE:RE:RE:RE:RE:Production Gains Biased to Liquids

I don't understand your motivation to keep beating this dead straw horse...

13 days ago

T.KEL

RE:RE:RE:Kelt Value - $8.70 to $9.70 Year End?

Ideally LNG Canada just puts a floor under AECO and minimizes these sub $1...

September 3, 2024

T.KEL

RE:RE:Kelt Value - $8.70 to $9.70 Year End?

I appreciate your asset level approach. Given the disparate nautre of their...

September 3, 2024

T.KEL

RE:Kelt Value - $8.70 to $9.70 Year End?

I agree that speculating on asset value here is a good exercise but want to...

September 3, 2024

T.KEL

KEL Petrinex

Nice to see the July numbers back up to April with the Wembley volumes...

August 23, 2024

T.KEL

RE:RE:RE:Crew is it worth more than Kelt?

The 2025 AFFO could be large, the 2025 capex will be large

August 13, 2024

T.KEL

RE:Crew is it worth more than Kelt?

>>Kelt is off to the races, and will be dripping with FCF next year I&...

August 13, 2024

T.KEL

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

Thanks SeppeIt. Very few quality mid sized Montney operators left. CR deal...

August 12, 2024

T.KEL

RE:Couldn't it be cheaper?

Ideally the disappointing Q2 volumes are factored into the share price and...

August 2, 2024

T.KEL

Petrinex June

Slightly ahead of May production, still way below Q1.

July 20, 2024

T.KEL

Jamie Heard on AECO strip

https://x.com/JamieHeard5/status/1803849082638651398 Worth a read as to what...

June 27, 2024

T.KEL

RE:Petrinex

Updated with preliminary May data. This is just code 'prod' for Kelt...

June 24, 2024

T.KEL

Petrinex

Kelt associated production so far this year Sum...

June 21, 2024

T.KEL

RE:RE:RE:RE:RE:Share buy backs do not serve Share Holders

>>Kelt will be dripping in cash in 2025 and likely will change the way...

June 17, 2024

T.KEL

RE:RE:RE:RE:I wish these CLOWNS were as good at raising the share price

If KEL is trading at such a steep discount to NAV they shouldn't be...

June 17, 2024

T.KEL

RE:RE:RE:RE:RE:RE:What will happen when CVS Albright comes online

In 2025 they could produce ~45k boe/d at 60% NG. With reasonable netbacks...

June 13, 2024

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