Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?

To: Goose94 who wrote (51957)	1/9/2019 8:30:58 PM
From: Goose94	Read Replies (1) \| Respond to of 203418

Kelt Exploration (KEL-T) top pick from Dennis de Silva on BNN.ca Market Call Wednesday Jan 9th @ 1300ET Kelt is a mid-tier, 27,000 barrels of oil equivalent per day (boe/d) producer with high condensate cut (45 per cent ). Its premier management team with a large ownership stake accumulated a massive, top-tier liquids-rich Montney land base (with more than 1,000 sections) over two years. The premium valuation is gone after the Q4 Canadian energy equity meltdown. It deserves a premium, given the strength of its balance sheet, egress options and well economics (liquids-rich) that justify growth. Its 2018 program marked a shift from small appraisal programs to harvest/development mode which increases land value by growing production, de-risking inventory and improving efficiencies (top-tier recycle ratio). It’s a beneficiary of non-AECO/Station2 pricing (80 per cent in 2018).